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REPORTING TOOL WORKBOOK INSTRUCTIONS

The Reporting Tool Workbook is designed to incorporate all required conference financial
information in one easy-to-use spreadsheet. Whether you are submitting the conference budget
for approval or final financials for closing, the Reporting Tool Workbook can be used for all
updates and submissions, including the Online Financial Web Form that will became available
November 1, 2007. Once complete, the workbook becomes part of the IEEE Conference
Archives and can be shared with future conference organizers.

The workbook is a step in simplification and automation of conference financials. Your feedback
is appreciated as we work toward gathering requirements for a future web-based system.

Any questions or concerns about this spreadsheet can be


emailed to Conference-Finance@ieee.org.
At the top of each spreadsheet Tab is a separate instruction box (drop down)

I BUDGET CHECKLIST
The budget checklist is a combination of fields designed to assist with the budget process as well as identify
required information for budget approval.
* Items marked with a red asterisk (*) are required for IEEE budget approval.
Information on this tab will automatically populate the rest of the tabs (worksheets) that follow.
Begin filling the blank gray spaces on the Budget Checklist.
Blue Checkboxes are available at the left of each budget item.
On certain items, (such as Sponsor names), drop down information is available when the cursor enters the blank
gray space. [lines 19, 20, 21]

II CERTIFICATION OF ACCURACY

Both the Conference Treasurer and Conference Chair (or alternate) are required to sign the Certification of Accuracy
regarding the financial information presented to close the conference. A tab is provided on the Financial Tool after
the Budget Checklist, and before the Conference Close Check-List. Email submission of the Certification as part of
the Financial Reporting Tool is acceptable provided that one of the signatories send the Certification/Reporting Tool
and the other appear in the distribution list (To: or cc).

III BUDGET WORKSHEET


Please begin Conference budgeting process using the Budget Worksheet (First Tab)
Gray shaded areas at the top of this page should have populated automatically if the Budget Checklist Tab was
used. If the Budget Checklist was not used:
Fill in any blank gray shaded areas at the top of the page including:
- Conference Title
- Conference Number
- Conference Dates (To and From)
- Conference Location
- Conference Acronym

This information is linked to all the other spreadsheets in the Reporting Tool Workbook

Begin to fill REVENUE and EXPENSE line items found under line 43
Note that the Budget Worksheet will not allow entries into protected cells (with formulas)
Revised 24 Sep 2008
REPORTING TOOL WORKBOOK INSTRUCTIONS
Revenue and Expense detail from this worksheet are also linked to the Revenue and Expense Tabs which follow.
Adding lines to the Worksheet may cause links to fail in the spreadsheets that follow.
Note: This Worksheet contains new line items including Student and Society Registration Fee income
Food & Beverage Expenses are tabulated on a day by day basis & therefore use an AVERAGE cost when they link
to the 'SOCIAL FUNCTIONS' Tab. The calculated totals on the 'SOCIAL FUNCTIONS' tab therefore calculate on the
'WORKSHEET' tab and carry forward to the 'SOCIAL FUNCTIONS' tab. If you choose not to use the WORKSHEET
(Tab1), (and plug numbers directly into the SOCIAL FUNCTIONS page, the page protection will have to be removed
in order for the calculations to work.
Included at the bottom of the WORKSHEET is a Hotel Room block table.
This table does NOT link automatically to the Hotel Summary Table located on the Conference Summary Rpt TAB
(line 31).

Revised 24 Sep 2008


REPORTING TOOL WORKBOOK INSTRUCTIONS
IV SUMMARY
If you choose NOT to utilize the Budget Worksheet (Item I above), then please begin by filling in the gray
areas on the SUMMARY sheet tab first.

The SUMMARY spreadsheet is linked to the Budget Worksheet & should be automatically populated if you followed
instructions for item I above

This Summary is used to update the IEEE Database (along with the 4 TABS that follow it).
All other sheets except the Budget Worksheet are linked to the data on the SUMMARY tab
If you used the Budget Checklist, and/or the Budget Worksheet to enter data, the next five tabs should be populated
automatically. Please check to see if totals match the Budget Worksheet.

At the bottom of the SUMMARY page please include the Sponsorship information. This will populate automatically if
the Budget Checklist Tab was used. If not, this area needs to be updated. Two drop down lines (lines 62 & 63)
provide a generic list of IEEE standard Societies & Councils. Below that you can add other Sponsors including
outside Sponsors. Please indicate the % share of financial responsability.

If you add additional rows to the Budget Worksheet, the information may not carry to the Revenue or Expense pages
that follow. Please check subtotals to make sure they are calculating correctly.
They may need to be updated manually.

At the bottom of the SUMMARY PAGE, please fill out the name of the Financial Institution, the Auditor's information,
and your name.This will be automatically populated if the Budget Checklist TAB was used.

Revised 24 Sep 2008


REPORTING TOOL WORKBOOK INSTRUCTIONS
V REVENUE
The REVENUE Tab should have automatically populated from the Budget Worksheet/ Budget Checklist TABS.
Gray areas at the top of the REVENUE sheet should have been populated automatically, if steps ONE or TWO
above were followed.
This page should automatically link (roll up) to the SUMMARY page.
This page is used by IEEE CMS group to update the main database.
If the Budget Worksheet (item I. above) was not used, the Revenue information needs to be added to this page so
that it can roll up to the SUMMARY tab.

NOTE: Membership fee information is linked to the worksheet. If numbers are typed over the Membership
Registration information on this page, they may not automatically multiply across (total will continue to equal total on
Worksheet). This is because there are so many possible membership fee rates per category, that it would be difficult
to average the rate. (For example, an Advanced Member might pay for just one day instead of two.) Also, when this
data is used in subsequent years, it is important to use actual fee information instead of average fee data, when
planning a future budget.

VI EXPENSE' (Three Tabs) ' EXPENSE CON'T' 'SOCIAL FUNCTIONS'


The EXPENSE Tabs should have automatically populated from the Budget Worksheet.
Gray shaded areas at the top of the pages should link to the SUMMARY page and update automatically
If the Budget Worksheet or Budget Checklist (Items I and II above), were not used, then please fill the gray areas
on the EXPENSE that are not already populated by the SUMMARY page.
These pages should automatically link (roll up) to the SUMMARY page
Note that SOCIAL FUNCTIONS tab rolls up to the EXPENSE CON'T tab

VII SCHEDULE of PAYMENTS - 1099


All conferences worldwide are required to complete the Schedule of Payments 1099 form for any US citizen or
resident alien (a.k.a. US persons) who received monetary payments, except for expense reimbursements, from the
conference checking account during the calendar year. IEEE will then use this schedule to issue 1099 Forms, when
required, to such individuals. Conferences should have such individuals complete Form W-9 prior to making a
payment.

- REQUIRED by 1 December of each year payments are made.


Example: A 2010 conference paid an individual in 2009 for design of Call for Papers. By 1 December 2009 a
Schedule of Payments form and accompanying Subsititute Form W9 must be sent to IEEE Conference Services.

- List all US citizens and resident aliens who will receive monetary compensation.
Examples: awards, grants, honorariums, prizes, commission payments, hourly compensation payments and lump
sum payments (do not include expensed reimbursements) .

- If the conference HAS NOT made any payments to US citizens and resident aliens, please enter NONE on line 1.

- Return this form to Conference Services by email or mail: Conference-Finance@ieee.org or IEEE Conference
Services, 445 Hoes Ln, Piscataway, NJ 08854

Revised 24 Sep 2008


REPORTING TOOL WORKBOOK INSTRUCTIONS
VIII SCHEDULE of PAYMENTS - 1042

All conferences that take place within the United States are required to complete the Schedule of Payments 1042
form for any non-US citizen or non-US resident alien (a.k.a. non-US person) who received monetary payments,
except for expense reimbursements, from the conference checking account during the calendar year. IEEE will then
use this schedule to issue 1042 Forms, when required, to such individuals. Conferences should have such
individuals complete Form W-8 prior to making payment.

- REQUIRED at least 60 days prior to payment being made.


Example: A Short Course Instructor is expected to be paid at the conference. This form must be sent to IEEE 60
prior to the start of the conference to allow time for processing and instructions to be returned to the conference
organizer.

- List all non-US citizens/resident aliens who will receive monetary compensation.
Examples: awards, grants, honorariums, prizes, commission payments, hourly compensation payments and lump
sum payments (do not include expensed reimbursements).

- If the conference HAS NOT made any payments to non-US citizens/resident aliens, please enter NONE on line 1
and return when submitting final financial reporting.

-Return this form to Conference Services by email or mail: Conference-Finance@ieee.org or IEEE Conference
Services, 445 Hoes Ln, Piscataway, NJ 08854

IX BANK RECONCILIATION
Gray shaded areas at the top of this form should be automatically filed in from the SUMMARY page (Item III above).
If not, please add that information manually.

- Conference Chairman and Treasurer are REQUIRED to certify by their signature below (or by email certification)
that they have reviewed and evidenced that bank reconciliations have been accurately prepared.

- Bank reconciliation should be completed monthly (create a new tab for each month) and available for audit when
requested by IEEE Conferences Services. The bank reconciliation can be done with the help of the terms and form
listed below.

- Monthly reconciliations should be submitted to IEEE Conference Services, (conference-finance@ieee.org) as part


of the Final Financial Reporting that is required to close the conference.
Please create a separate TAB for each bank Reconciliation.

X DESTROY CHECK LETTER


When you are ready to close your Concentration Bank Account, please provide CMS with the information indicated
on this form to:(conference-finance@ieee.org). Please make sure all checks have cleared.

XI CONTRACT LISTING
Gray shaded areas at the top of this form should be automatically filed in from the SUMMARY page (Item III above).
If not, please add that information manually.

Contract exposure is the amount of conference monies (registration fees, exhibitor fees, patron fees,etc). to be
collected by vendors. (This usually applies to management and registration companies). Contract exposure greater
than $25,000 must be executed by IEEE.
This is also an opportunity to highlight preferred vendors or inform IEEE of vendors who supply less than adequate
service.

Revised 24 Sep 2008


REPORTING TOOL WORKBOOK INSTRUCTIONS
XII CLOSING CHECKLIST
Gray shaded areas at the top of this form should be automatically filed in from the SUMMARY page (Item III above).
If not, please add that information manually.
Please be sure to include all items on the checklist Tab. Check each item for completeness as missing information
or incorrect calculations will hold up the closing process. All information should be sent to IEEE Conference
Services at: (conference-finance@ieee.org).
Blue Boxes should be checked to ensure all items are complete.

XIII CONFERENCE SUMMARY REPORT


Gray shaded areas at the top of this form should be automatically filed in from the SUMMARY page (Item III above).
If not, please add that information manually.

Please fill out all applicable items. To complete the Hotel Room Night information, ask the conference hotels to
provide you with a final "Pick Up Report" detailing room night usage for each night of the conference including pre
and post conference usage. Additional lines can be added as needed. All information should be sent to IEEE
Conference Services at: (conference-finance@ieee.org).
Blue Boxes should be checked to ensure all items are complete.
In the HOTEL ROOMS section of the Summary Report there is a drop down box for the days of the week for both
'blocked' rooms and actual rooms utilized. Please fill in the days of the week with corresponding number of rooms
below the day indicated.

XIV ATTENDEE LIST TEMPLATE


Lists names of Conference attendees. Please provide an Electronic Copy of this list in an excel or csv file.
IEEE / CMS will not be able to re-create a list from a hard copy received.

Revised 24 Sep 2008


Budget Checklist - Reporting Tool
INSTRUCTIONS CLICK HERE FOR INSTRUCTIONS DROP-DOWN WINDOW
a CONFERENCE TITLE

CONFERENCE ACRONYM

CONFERENCE NUMBER

PROJECT CODE

CONFERENCE DATES From: To:

CONFERENCE LOCATION

SPONSOR/COSPONSORS

IEEE

Regions 0%

Councils 0%

Societies 0%

0%
0%

0%
Non IEEE:

0%
0%
0%
TOTAL 0%

MOU between Sponsors (Required for IEEE Budget Approval)

CURRENCY
Please Enter Currency (USD or other: please specify) USD

Exchange Rate (Please enter exchange rate from local to USD) 1

IEEE LOANS
Amount 1 0.00
Amount 2 0.00
Amount 3 0.00
Total Loans 0.00

AUDIT FEE INCLUDED?

YES

NO If 'NO' Adjust Expense & Surplus to Reflect

SOCIAL EXPENSES (Food & beverages)


Approx cost per person Example in USD
Reception 0.00 per person $ - per person
Breakfasts 0.00 per person $ - per person
Luncheons 0.00 per person $ - per person
Dinner 0.00 per person $ - per person
Breaks 0.00 per person $ - per person

CONTINGENCY 0.00

Workbook Tabs Financial Summary, Revenue and Expense - multiple (Required for IEEE Budget Approval)

COMMITTEE LIST (Required to issue Insurance and for IEEE Budget Approval)

Revised 24 Sep 2008


Budget Checklist - Reporting Tool
BANK INFORMATION (Required for IEEE Budget Approval)
Signature Card?

Bank MOU?

Concentration Banking?
CONFERENCE FINANCIAL INSTITUTION
Name of Bank EXAMPLE: ABC BANK
Address EXAMPLE: 12 MAIN ST., ATLANTA, GA
Conference Acct. Title EXAMPLE: TEST TITLE Acct. No. Example: 0-000-0000

POBC/COI - Principles of Business Conduct / Conflict of Interest forms (Required for IEEE Budget Approval)
Chair

Treasurer

Other

Non-US CONFERENCES:
Please insert the following remark:

Certain Items may be subject to tax - Please contact local authorities for
details or contact IEEE Tax Dept for assistance at tax-
compliance@ieee.org

HOW WILL REGISTRATION CREDIT CARDS BE PROCESSED?

Hire IEEE Conference Management Department?

3rd Party Card Processor:

IEEE Credit Card Machine Rental

Processing Charges through IEEE Accounts Receivable

Use of IEEE Society Hired Staff


LEOS _______________________________
EMBS _______________________________
Computer Society ____________________

Other - Please explain:

HOW WILL EXHIBITS & OTHER CREDIT CARDS BE PROCESSED, IF DIFFERENT THAN ABOVE?
Hire IEEE Conference Management Department?

3rd Party Card Processor:

IEEE Credit Card Machine Rental

Processing Charges through IEEE Accounts Receivable

Use of Society Hired Staff


LEOS _______________________________
EMBS _______________________________
Computer Society ____________________

Other - Please explain:

SUBMITTED BY
Name X
Email: X
Tel. No. 0
Work Phone: 0
FAX: 0
Website/URL: X
Address X
Conference Position X

Date 13-Mar-17

Revised 24 Sep 2008


CONFERENCE BUDGET WORKSHEET BUDGET INTERIM FINAL/ACTUAL
Conference Title: 0
Instructions: Please begin Conference budgeting process using the Budget Worksheet (First Tab)
Conference Dates:From: 30-Dec-99 Conference Acronym: 0
To: 30-Dec-99 Location: 0

CONFERENCE NUMBER Note: This worksheet page will automatically populate the Budget Reporting pages (TABS) to follow, including a roll-up to SUMMARY page.
0
BUDGET INTERIM ACTUAL
2500 SURPLUS 0.00 2500 SURPLUS 0.00 2500 SURPLUS 0.00

1300 TOTAL R E C E I P T S (Incl. Loans & VAT) 0.00 1300 TOTAL R E C E I P T S (Incl. Loans & VAT) 0.00 1300 TOTAL R E C E I P T S (Incl. Loans & VAT) 0.00

2200 TOTAL OUTLAYS 0.00 2200 TOTAL OUTLAYS 0.00 2200 TOTAL OUTLAYS 0.00

REVENUE / EXPENSE/ SURPLUS ANALYSIS REVENUE / EXPENSE/ SURPLUS ANALYSIS REVENUE / EXPENSE/ SURPLUS ANALYSIS
LOANS LOANS LOANS
Conference Revenue 0.00 0.00 Conference Revenue 0.00 0.00 Conference Revenue 0.00 0.00
Tutorial Revenue 0.00 Tutorial Revenue 0.00 Tutorial Revenue 0.00
Exhibits Revenue 0.00 Exhibits Revenue 0.00 Exhibits Revenue 0.00

TOTAL REVENUE 0.00 TOTAL REVENUE 0.00 TOTAL REVENUE 0.00

Tutorial Expense (See Tutorial Expense below Tutorial Expense (See Tutorial Expense below
Conference
Tutorial Expense
Expense (See Tutorial Expense below plus 0.00 0.00 Conference
plus Expense
Tutorial related Food & beverages ) . . . . 0.00 0.00 Conference Expense
plus Tutorial related Food & 0.00 0.00

Tutorial related Food & beverages) . . . . . . . . . . . . . . . . . . . . . beverages) . . . . . . . . . . . .


. . . . Expense
Exhibits . . . (.See. Exhibits
. . Expense
. . . below
. plus 0.00 . .
Exhibits Expense (See Exhibits Expense below 0.00 . . . . Expense
Exhibits . . . (.See. Exhibits Expense below 0.00

Exhibits Related Food & Beverages) . . . . . . plus Exhibits Related Food & Beverages ) . . . plus Exhibits Related Food & Beverages) . . . .
. . . . . . . . . . . . . 0.00 . . . . . . . . . . . . . . . . 0.00 . . . . . . . . . . . . . . . 0.00

TOTAL EXPENSE 0.00 TOTAL EXPENSE 0.00 TOTAL EXPENSE 0.00

Conference Surplus 0.00 Conference Surplus 0.00 Conference Surplus 0.00


Tutorial Surplus 0.00 Tutorial Surplus 0.00 Tutorial Surplus 0.00

Exhibits Surplus 0.00 Exhibits Surplus 0.00 Exhibits Surplus 0.00

TOTAL SURPLUS #DIV/0! 0.00 TOTAL SURPLUS #DIV/0! 0.00 TOTAL SURPLUS #DIV/0! 0.00

Revised 24 Sep 2008


Conference Title: 0
Instructions: Please begin Conference budgeting process using the Budget Worksheet (First Tab)
Conference Dates:From: 30-Dec-99 Conference Acronym: 0
To: 30-Dec-99 Location: 0

CONFERENCE NUMBER Note: This worksheet page will automatically populate the Budget Reporting pages (TABS) to follow, including a roll-up to SUMMARY page.
0
BUDGET INTERIM ACTUAL
REVENUE: BUDGET INTERIM FINAL/ACTUAL

TOTAL CONFERENCE REVENUE (Without Loans) 0.00 TOTAL CONFERENCE REVENUE 0.00 TOTAL CONFERENCE REVENUE 0.00

TOTAL REGISTRATION FEES, TUTORIALS, SYMPOSIUMS 0.00 TOTAL REGISTRATION FEES, TUTORIALS, SYMPOSIUMS 0.00 TOTAL REGISTRATION FEES, TUTORIALS, SYMPOSIUMS 0.00

1000 Conference Registration Fees 0 $ - 1000 Conference Registration Fees 0 $ - 1000 Conference Registration Fees 0 $ -
# Units Amount Per Total Amount # Units Amount Per Total Amount # Units Amount Per Total Amount
1010 Registration-Member 0 0.00 1010 Registration-Member 0 0.00 1010 Registration-Member 0 0.00
Subtotal Adv. Member 0 0.00 Subtotal Adv. Member 0 0.00 Subtotal Adv. Member 0 0.00
1011 Advance- Full 0 0.00 0.00 1011 Advance- Full 0 0.00 0.00 1011 Advance- Full 0 0.00 0.00
1012 Advance- Limited 0 0.00 0.00 1012 Advance- Limited 0 0.00 0.00 1012 Advance- Limited 0 0.00 0.00
1013 Advance- 1 Day 0 0.00 0.00 1013 Advance- 1 Day 0 0.00 0.00 1013 Advance- 1 Day 0 0.00 0.00
1014 Advance- Other 0 0.00 0.00 1014 Advance- Other 0 0.00 0.00 1014 Advance- Other 0 0.00 0.00
Subtotal At Conf. Member 0 0.00 Subtotal At Conf. Member 0 0.00 Subtotal At Conf. Member 0 0.00
1015 At Conf. Regular- Full 0 0.00 0.00 1015 At Conf. Regular- Full 0 0.00 0.00 1015 At Conf. Regular- Full 0 0.00 0.00
1016 At Conf. Regular- Limited 0 0.00 0.00 1016 At Conf. Regular- Limited 0 0.00 0.00 1016 At Conf. Regular- Limited 0 0.00 0.00
1017 At Conf. Regular- 1 day 0 0.00 0.00 1017 At Conf. Regular- 1 day 0 0.00 0.00 1017 At Conf. Regular- 1 day 0 0.00 0.00
1018 At Conf. Regular- Other 0 0.00 0.00 1018 At Conf. Regular- Other 0 0.00 0.00 1018 At Conf. Regular- Other 0 0.00 0.00
1020 Registration- Nonmember 0 0.00 1020 Registration- Nonmember 0 0.00 1020 Registration- Nonmember 0 0.00
Subtotal Adv. Nonmember 0 0.00 Subtotal Adv. Nonmember 0 0.00 Subtotal Adv. Nonmember 0 0.00
1021 Advance- Full 0 0.00 0.00 1021 Advance- Full 0 0.00 0.00 1021 Advance- Full 0 0.00 0.00
1022 Advance- Limited 0 0.00 0.00 1022 Advance- Limited 0 0.00 0.00 1022 Advance- Limited 0 0.00 0.00
1023 Advance- 1 Day 0 0.00 0.00 1023 Advance- 1 Day 0 0.00 0.00 1023 Advance- 1 Day 0 0.00 0.00
1024 Advance- Other 0 0.00 0.00 1024 Advance- Other 0 0.00 0.00 1024 Advance- Other 0 0.00 0.00
Subtotal At Conf. Nonmember 0 0.00 Subtotal At Conf. Nonmember 0 0.00 Subtotal At Conf. Nonmember 0 0.00
1025 At Conf. Regular- Full 0 0.00 0.00 1025 At Conf. Regular- Full 0 0.00 0.00 1025 At Conf. Regular- Full 0 0.00 0.00
1026 At Conf. Regular- Limited 0 0.00 0.00 1026 At Conf. Regular- Limited 0 0.00 0.00 1026 At Conf. Regular- Limited 0 0.00 0.00
1027 At Conf. Regular- 1 day 0 0.00 0.00 1027 At Conf. Regular- 1 day 0 0.00 0.00 1027 At Conf. Regular- 1 day 0 0.00 0.00
1028 At Conf. Regular- Other 0 0.00 0.00 1028 At Conf. Regular- Other 0 0.00 0.00 1028 At Conf. Regular- Other 0 0.00 0.00
1030 Reduced Rate 0 0.00 1030 Reduced Rate 0 0.00 1030 Reduced Rate 0 0.00
Subtotal Adv. Reduced rate 0 0.00 Subtotal Adv. Reduced rate 0 0.00 Subtotal Adv. Reduced rate 0 0.00
1031 Advance- Full 0 0.00 0.00 1031 Advance- Full 0 0.00 0.00 1031 Advance- Full 0 0.00 0.00
1032 Advance- Limited 0 0.00 0.00 1032 Advance- Limited 0 0.00 0.00 1032 Advance- Limited 0 0.00 0.00
1033 Advance- 1 Day 0 0.00 0.00 1033 Advance- 1 Day 0 0.00 0.00 1033 Advance- 1 Day 0 0.00 0.00
1034 Author 0 0.00 0.00 1034 Author 0 0.00 0.00 1034 Author 0 0.00 0.00
1035 Advance- Other 0 0.00 0.00 1035 Advance- Other 0 0.00 0.00 1035 Advance- Other 0 0.00 0.00
Subtotal At Conf. Red. Rate 0 0.00 Subtotal At Conf. Red. Rate 0 0.00 Subtotal At Conf. Red. Rate 0 0.00
1036 At Conf. Regular- Full 0 0.00 0.00 1036 At Conf. Regular- Full 0 0.00 0.00 1036 At Conf. Regular- Full 0 0.00 0.00
1037 At Conf. Regular- Limited 0 0.00 0.00 1037 At Conf. Regular- Limited 0 0.00 0.00 1037 At Conf. Regular- Limited 0 0.00 0.00
1038 At Conf. Regular- 1 day 0 0.00 0.00 1038 At Conf. Regular- 1 day 0 0.00 0.00 1038 At Conf. Regular- 1 day 0 0.00 0.00
1039 Author 0 0.00 1039 Author 0 0.00 0.00 1039 Author 0 0.00 0.00
1040 At Conf. Regular- Other 0 0.00 0.00 1040 At Conf. Regular- Other 0 0.00 0.00 1040 Advance- Other 0 0.00 0.00
1050 Registration- Student Member 0 0.00 1050 Registration- Student Member 0 0.00 1050 Registration- Student Member 0 0.00
Subtotal Adv. Student member 0 0.00 Subtotal Adv. Student member 0 0.00 Subtotal Adv. Student member 0 0.00
1051 Advance- Full 0 0.00 0.00 1051 Advance- Full 0 0.00 0.00 1051 Advance- Full 0 0.00 0.00
1052 Advance- Limited 0 0.00 0.00 1052 Advance- Limited 0 0.00 0.00 1052 Advance- Limited 0 0.00 0.00
1053 Advance- 1 Day 0 0.00 0.00 1053 Advance- 1 Day 0 0.00 0.00 1053 Advance- 1 Day 0 0.00 0.00
1054 Advance- Other 0 0.00 0.00 1054 Advance- Other 0 0.00 0.00 1054 Advance- Other 0 0.00 0.00
Subtotal At Conf. Student Mem. 0 0.00 Subtotal At Conf. Student Mem. 0 0.00 Subtotal At Conf. Student Mem. 0 0.00
1055 At Conf. Regular- Full 0 0.00 0.00 1055 At Conf. Regular- Full 0 0.00 0.00 1055 At Conf. Regular- Full 0 0.00 0.00
1056 At Conf. Regular- Limited 0 0.00 0.00 1056 At Conf. Regular- Limited 0 0.00 0.00 1056 At Conf. Regular- Limited 0 0.00 0.00
1057 At Conf. Regular- 1 day 0 0.00 0.00 1057 At Conf. Regular- 1 day 0 0.00 0.00 1057 At Conf. Regular- 1 day 0 0.00 0.00
1058 At Conf. Regular- Other 0 0.00 0.00 1058 At Conf. Regular- Other 0 0.00 0.00 1058 At Conf. Regular- Other 0 0.00 0.00
1060 Registration- Student Nonmember 0 0.00 1060 Registration- Student Nonmember 0 0.00 1060 Registration- Student Nonmember 0 0.00
Subtotal Adv. Student Nonmember 0 0.00 Subtotal Adv. Student Nonmember 0 0.00 Subtotal Adv. Student Nonmember 0 0.00
1061 Advance- Full 0 0.00 0.00 1061 Advance- Full 0 0.00 0.00 1061 Advance- Full 0 0.00 0.00
1062 Advance- Limited 0 0.00 0.00 1062 Advance- Limited 0 0.00 0.00 1062 Advance- Limited 0 0.00 0.00
1063 Advance- 1 Day 0 0.00 0.00 1063 Advance- 1 Day 0 0.00 0.00 1063 Advance- 1 Day 0 0.00 0.00
1064 Advance- Other 0 0.00 0.00 1064 Advance- Other 0 0.00 0.00 1064 Advance- Other 0 0.00 0.00
Subtotal At Conf. Student Nonmem. 0 0.00 Subtotal At Conf. Student Nonmem. 0 0.00 Subtotal At Conf. Student Nonmem. 0 0.00
1065 At Conf. Regular- Full 0 0.00 0.00 1065 At Conf. Regular- Full 0 0.00 0.00 1065 At Conf. Regular- Full 0 0.00 0.00
1066 At Conf. Regular- Limited 0 0.00 0.00 1066 At Conf. Regular- Limited 0 0.00 0.00 1066 At Conf. Regular- Limited 0 0.00 0.00
1067 At Conf. Regular- 1 day 0 0.00 0.00 1067 At Conf. Regular- 1 day 0 0.00 0.00 1067 At Conf. Regular- 1 day 0 0.00 0.00
1068 At Conf. Regular- Other 0 0.00 0.00 1068 At Conf. Regular- Other 0 0.00 0.00 1068 At Conf. Regular- Other 0 0.00 0.00
1070 Registration- Society Member 0 0.00 1070 Registration- Society Member 0 0.00 1070 Registration- Society Member 0 0.00
Subtotal Adv. Society member 0 0.00 Subtotal Adv. Society member 0 0.00 Subtotal Adv. Society member 0 0.00
1071 Advance- Full 0 0.00 0.00 1071 Advance- Full 0 0.00 0.00 1071 Advance- Full 0 0.00 0.00
1072 Advance- Limited 0 0.00 0.00 1072 Advance- Limited 0 0.00 0.00 1072 Advance- Limited 0 0.00 0.00
1073 Advance- 1 Day 0 0.00 0.00 1073 Advance- 1 Day 0 0.00 0.00 1073 Advance- 1 Day 0 0.00 0.00
1074 Advance- Other 0 0.00 0.00 1074 Advance- Other 0 0.00 0.00 1074 Advance- Other 0 0.00 0.00
Subtotal At Conf. Society Member 0 0.00 Subtotal At Conf. Society Member 0 0.00 Subtotal At Conf. Society Member 0 0.00
1075 At Conf. Regular- Full 0 0.00 0.00 1075 At Conf. Regular- Full 0 0.00 0.00 1075 At Conf. Regular- Full 0 0.00 0.00
1076 At Conf. Regular- Limited 0 0.00 0.00 1076 At Conf. Regular- Limited 0 0.00 0.00 1076 At Conf. Regular- Limited 0 0.00 0.00
1077 At Conf. Regular- 1 day 0 0.00 0.00 1077 At Conf. Regular- 1 day 0 0.00 0.00 1077 At Conf. Regular- 1 day 0 0.00 0.00
1078 At Conf. Regular- Other 0 0.00 0.00 1078 At Conf. Regular- Other 0 0.00 0.00 1078 At Conf. Regular- Other 0 0.00 0.00
1080 Registration- Life Member 0 0.00 1080 Registration- Life Member 0 0.00 1080 Registration- Life Member 0 0.00
Subtotal Adv. Life Member 0 0.00 Subtotal Adv. Life Member 0 0.00 Subtotal Adv. Life Member 0 0.00
1081 Advance- Full 0 0.00 0.00 1081 Advance- Full 0 0.00 0.00 1081 Advance- Full 0 0.00 0.00
1082 Advance- Limited 0 0.00 0.00 1082 Advance- Limited 0 0.00 0.00 1082 Advance- Limited 0 0.00 0.00
1083 Advance- 1 Day 0 0.00 0.00 1083 Advance- 1 Day 0 0.00 0.00 1083 Advance- 1 Day 0 0.00 0.00
1084 Advance- Other 0 0.00 0.00 1084 Advance- Other 0 0.00 0.00 1084 Advance- Other 0 0.00 0.00
Subtotal At Conf. Life Member 0 0.00 Subtotal At Conf. Life Member 0 0.00 Subtotal At Conf. Life Member 0 0.00
1085 At Conf. Regular- Full 0 0.00 0.00 1085 At Conf. Regular- Full 0 0.00 0.00 1085 At Conf. Regular- Full 0 0.00 0.00
1086 At Conf. Regular- Limited 0 0.00 0.00 1086 At Conf. Regular- Limited 0 0.00 0.00 1086 At Conf. Regular- Limited 0 0.00 0.00
1087 At Conf. Regular- 1 day 0 0.00 0.00 1087 At Conf. Regular- 1 day 0 0.00 0.00 1087 At Conf. Regular- 1 day 0 0.00 0.00
1088 At Conf. Regular- Other 0 0.00 0.00 1088 At Conf. Regular- Other 0 0.00 0.00 1088 At Conf. Regular- Other 0 0.00 0.00
1090 Special Registration 0 0.00 1090 Special Registration 0 0.00 1090 Special Registration 0 0.00
1091 Exhibits Only 0 0.00 0.00 1091 Exhibits Only 0 0.00 0.00 1091 Exhibits Only 0 0.00 0.00
1092 Spouse/Guest 0 0.00 0.00 1092 Spouse/Guest 0 0.00 0.00 1092 Spouse/Guest 0 0.00 0.00
1093 Other 0 0.00 0.00 1093 Other 0 0.00 0.00 1093 Other 0 0.00 0.00
1094 Complimentary 0 0.00 0.00 1094 Complimentary 0 0.00 0.00 1094 Complimentary 0 0.00 0.00

Revised 24 Sep 2008


Conference Title: 0
Instructions: Please begin Conference budgeting process using the Budget Worksheet (First Tab)
Conference Dates:From: 30-Dec-99 Conference Acronym: 0
To: 30-Dec-99 Location: 0

CONFERENCE NUMBER Note: This worksheet page will automatically populate the Budget Reporting pages (TABS) to follow, including a roll-up to SUMMARY page.
0
BUDGET INTERIM ACTUAL
1100 Miniconferences/Symposiums 0 0.00 1100 Miniconferences/Symposiums 0 0.00 1100 Miniconferences/Symposiums 0 0.00
1101 Advance- Single 0 0.00 0.00 1101 Advance- Single 0 0.00 0.00 1101 Advance- Single 0 0.00 0.00
1102 Advance- Multi 0 0.00 0.00 1102 Advance- Multi 0 0.00 0.00 1102 Advance- Multi 0 0.00 0.00
1103 Advance- Other 0 0.00 0.00 1103 Advance- Other 0 0.00 0.00 1103 Advance- Other 0 0.00 0.00
1104 Regular- Single 0 0.00 0.00 1104 Regular- Single 0 0.00 0.00 1104 Regular- Single 0 0.00 0.00
1105 Regular- Multi 0 0.00 0.00 1105 Regular- Multi 0 0.00 0.00 1105 Regular- Multi 0 0.00 0.00
1106 Regular- Other 0 0.00 0.00 1106 Regular- Other 0 0.00 0.00 1106 Regular- Other 0 0.00 0.00

1200 Tutorial Fees 0 0.00 1200 Tutorial Fees 0 0.00 1200 Tutorial Fees 0 0.00
1201 General Fees 0 0.00 0.00 1201 General Fees 0 0.00 0.00 1201 General Fees 0 0.00 0.00
1203 Advance - Member 0 0.00 0.00 1203 Advance - Member 0 0.00 0.00 1203 Advance - Member 0 0.00 0.00
1204 Advance - Nonmember - 0 0.00 0.00 1204 Advance - Nonmember - 0 0.00 0.00 1204 Advance - Nonmember - 0 0.00 0.00
1205 Advance - Student Member 0 0.00 0.00 1205 Advance - Student Member 0 0.00 0.00 1205 Advance - Student Member 0 0.00 0.00
1206 Advance - Student Nonmember 0 0.00 0.00 1206 Advance - Student Nonmember 0 0.00 0.00 1206 Advance - Student Nonmember 0 0.00 0.00
1207 Advance - Other 0 0.00 0.00 1207 Advance - Other 0 0.00 0.00 1207 Advance - Other 0 0.00 0.00
1208 Regular- Single 0 0.00 0.00 1208 Regular- Single 0 0.00 0.00 1208 Regular- Single 0 0.00 0.00
1209 Regular- Multi 0 0.00 0.00 1209 Regular- Multi 0 0.00 0.00 1209 Regular- Multi 0 0.00 0.00
1210 Regular- Other 0 0.00 0.00 1210 Regular- Other 0 0.00 0.00 1210 Regular- Other 0 0.00 0.00
1211 At Tutorial - Member 0 0.00 0.00 1211 At Tutorial - Member 0 0.00 0.00 1211 At Tutorial - Member 0 0.00 0.00
1212 At Tutorial - Nonmember 0 0.00 0.00 1212 At Tutorial - Nonmember 0 0.00 0.00 1212 At Tutorial - Nonmember 0 0.00 0.00
1213 At Tutorial - Student Member 0 0.00 0.00 1213 At Tutorial - Student Member 0 0.00 0.00 1213 At Tutorial - Student Member 0 0.00 0.00
1214 At Tutorial - Student Nonmember 0 0.00 0.00 1214 At Tutorial - Student Nonmember 0 0.00 0.00 1214 At Tutorial - Student Nonmember 0 0.00 0.00
1215 At Tutorial - Other 0 0.00 0.00 1215 At Tutorial - Other 0 0.00 0.00 1215 At Tutorial - Other 0 0.00 0.00
1216 Tutorial Notes (sales) 0 0.00 0.00 1216 Tutorial Notes (sales) 0 0.00 0.00 1216 Tutorial Notes (sales) 0 0.00 0.00
1217 Other 0 0.00 0.00 1217 Other 0 0.00 0.00 1217 Other 0 0.00 0.00
1300 Conf Publication Sales 0 0.00 1300 Conf Publication Sales 0 0.00 1300 Conf Publication Sales 0 0.00
1301 Paper, Members 0 0.00 0.00 1301 Paper, Members 0 0.00 0.00 1301 Paper, Members 0 0.00 0.00
1302 Paper, Non Members 0 0.00 0.00 1302 Paper, Non Members 0 0.00 0.00 1302 Paper, Non Members 0 0.00 0.00
1303 To IEEE Headquarters 0 0.00 0.00 1303 To IEEE Headquarters 0 0.00 0.00 1303 To IEEE Headquarters 0 0.00 0.00
1304 From IEEE Book Broker 0 0.00 0.00 1304 From IEEE Book Broker 0 0.00 0.00 1304 From IEEE Book Broker 0 0.00 0.00
1305 Page Charges 0 0.00 0.00 1305 Page Charges 0 0.00 0.00 1305 Page Charges 0 0.00 0.00
1306 CD Rom/Video, Members 0 0.00 0.00 1306 CD Rom, Members 0 0.00 0.00 1306 CD Rom, Members 0 0.00 0.00
1307 CD Rom/Video, Non Members 0 0.00 0.00 1307 CD Rom, Non Members 0 0.00 0.00 1307 CD Rom, Non Members 0 0.00 0.00
1308 Other 0 0.00 0.00 1308 Other 0 0.00 0.00 1308 Other 0 0.00 0.00

1400 Exhibits 0 0.00 1400 Exhibits 0 0.00 1400 Exhibits 0 0.00


0.00 0 0.00 0.00 0 0.00 0.00
1401 Exhibits 0 0.00 0.00 1401 Exhibits 0 0.00 0.00 1401 Exhibits 0 0.00 0.00
1402 Booths 0 0.00 0.00 1402 Booths 0 0.00 0.00 1402 Booths 0 0.00 0.00
1403 Tabletops 0 0.00 0.00 1403 Tabletops 0 0.00 0.00 1403 Tabletops 0 0.00 0.00
1404 Other 0 0.00 0.00 1404 Other 0 0.00 0.00 1404 Other 0 0.00 0.00
0.00 0 0.00 0.00 0 0.00 0.00
1500 Corporate Support 0 0.00 1500 Corporate Support 0 0.00 1500 Corporate Support 0 0.00
1501 Patron Support 0 0.00 0.00 1501 Patron Support 0 0.00 0.00 1501 Patron Support 0 0.00 0.00
1502 Advertising 0 0.00 0.00 1502 Advertising 0 0.00 0.00 1502 Advertising 0 0.00 0.00

1600 Grants, Donation 0 0.00 1600 Grants, Donations 0 0.00 1600 Grants, Donations 0 0.00

1601 Grants, Donation 0 0.00 0.00 1601 Grants, Donations 0 0.00 0.00 1601 Grants, Donations 0 0.00 0.00

1700 Social Event 0 0.00 1700 Social Event 0 0.00 1700 Social Event 0 0.00

1701 Food and Beverage Function 0 0.00 0.00 1701 Food and Beverage Function 0 0.00 0.00 1701 Food and Beverage Function 0 0.00 0.00
1702 Tours 0 0.00 0.00 1702 Tours 0 0.00 0.00 1702 Tours 0 0.00 0.00
1703 Other 0 0.00 0.00 1703 Other 0 0.00 0.00 1703 Other $0 0 0.00 0.00

1800 Interest 0 0.00 1800 Interest 1 0.00 1800 Interest 1 0.00


1800 Bank Interest Rec 0 0.00 1800 Bank Interest 1 0.00 1800 Bank Interest 1 0.00

1900 Miscellaneous 0 0.00 1900 Miscellaneous 0 0.00 1900 Miscellaneous 0 0.00


1910 IEEE Society Advance Loans 0 0.00 0.00 1910 IEEE Society Advance Loans 0 0.00 0.00 1910 IEEE Society Advance Loans 0 0.00 0.00
1920 IEEE Section Advance Loans 0 0.00 0.00 1920 IEEE Section Advance Loans 0 0.00 0.00 1920 IEEE Section Advance Loans 0 0.00 0.00
1940 Other(Specify) 0 0.00 0.00 1940 Other(Specify) 0 0.00 0.00 1940 Other(Specify) 0 0.00 0.00

Revised 24 Sep 2008


Conference Title: 0
Instructions: Please begin Conference budgeting process using the Budget Worksheet (First Tab)
Conference Dates:From: 30-Dec-99 Conference Acronym: 0
To: 30-Dec-99 Location: 0

CONFERENCE NUMBER Note: This worksheet page will automatically populate the Budget Reporting pages (TABS) to follow, including a roll-up to SUMMARY page.
0
BUDGET INTERIM ACTUAL
EXPENSE:
TOTAL CONFERENCE OUTLAYS (With Loan Repayments) 0.00 TOTAL CONFERENCE OUTLAYS (With Loan Repayments) 0.00 TOTAL CONFERENCE OUTLAYS (With Loan Repayments) 0.00
LOANS 0.00 LOANS 0.00 LOANS 0.00

TOTAL CONFERENCE OUTLAYS (Without Loans) 0.00 TOTAL CONFERENCE OUTLAYS (Without Loans) 0.00 TOTAL CONFERENCE OUTLAYS (Without Loans) 0.00

2000 Management/Services 0.00 2000 Management/Services 0.00 2000 Management/Services 0.00

2002 Internal General 0.00 2002 Internal General 0.00 2002 Internal General 0.00
2004 External General 0.00 2004 External General 0.00 2004 External General 0.00

2100 Registration Expense 0.00 2100 Registration Expense 0.00 2100 Registration Expense 0.00

2101 Registration Expense 0.00 2101 Registration Expense 0.00 2101 Registration Expense 0.00
2102 Badges/tickets/evaluations 0.00 2102 Badges/tickets/evaluations 0.00 2101 Badges/tickets/evaluations 0.00

2200 Promotion 0.00 2200 Promotion 0.00 2200 Promotion 0.00

2201 Announcement 0.00 2201 Announcement 0.00 2201 Announcement 0.00


2202 First Call For Papers 0.00 2202 First Call For Papers 0.00 2202 First Call For Papers 0.00
2203 Call For Papers 0.00 2203 Call For Papers 0.00 2203 Call For Papers 0.00
2204 Advance Program 0.00 2204 Advance Program 0.00 2204 Advance Program 0.00
2205 Final Program 0.00 2205 Final Program 0.00 2205 Final Program 0.00
2206 Advertisements 0.00 2206 Advertisements 0.00 2206 Advertisements 0.00
2207 Other 0.00 2207 Other 0.00 2207 Other 0.00

2300 Exhibit/Vendor Total Exhibit/vendor Expense 0.00 2300 Exhibit/Vendor Total Exhibit/vendor Expense 0.00 2300 Exhibit/Vendor Total Exhibit/vendor Expense 0.00

2301 Vendor Program SUBTOTAL Exhibitors Rate 0.00 2301 Vendor Program SUBTOTAL Exhibitors Rate 0.00 2301 Vendor Program SUBTOTAL Exhibitors Rate 0.00
2302 0 0.00 0.00 2302 0 0.00 0.00 2302 0 0.00 0.00
2303 0 0.00 0.00 2303 0.00 2303 0.00
2304 0 0.00 0.00 2304 0.00 2304 0.00
2305 0.00 2305 0.00 2305 0.00
2306 0.00 2306 0.00 2306 0.00
2307 On-Site Costs SUBTOTAL 0.00 2307 On-Site Costs SUBTOTAL 0.00 2307 On-Site Costs SUBTOTAL 0.00
2308 Space rental 0.00 2308 Space rental 0.00 2308 Space rental 0.00
2309 Security 0.00 2309 Security 0.00 2309 Security 0.00
2310 Insurance 0.00 2310 Insurance 0.00 2310 Insurance 0.00
2311 Mgmt Fee 0.00 2311 Mgmt Fee 0.00 2311 Mgmt Fee 0.00
2312 0.00 2312 0.00 2312 0.00
2313 Other SUBTOTAL 0.00 2313 Other SUBTOTAL 0.00 2313 Other SUBTOTAL 0.00
2314 Exhibitor Directory 0.00 2314 Exhibitor Directory 0.00 2314 Exhibitor Directory 0.00
2315 Advertising 2315 Advertising 2315 Advertising
2316 Transport 0.00 2316 Transport 0.00 2316 Transport 0.00
2317 Dryage 0.00 2317 Dryage 0.00 2317 Dryage 0.00
2318 Carpet 0.00 2318 Carpet 0.00 2318 Carpet 0.00
2319 Flyers 0.00 2319 Flyers 0.00 2319 Flyers 0.00
2320 Bags 0.00 2320 Bags 0.00 2320 Bags 0.00
2321 Other 0.00 2321 Other 0.00 2321 Other 0.00

2350 Tutorial Expenses Num of Tutorials = 0 Days Rate 0.00 2350 Tutorial Expenses Num of Tutorials = 0 Days Rate 0.00 2350 Tutorial Expenses Num of Tutorials = 0 Days Rate 0.00

2351 Total Tutorial Speaker Fees 0 0.00 2351 Total Tutorial Speaker Fees 0 0.00 2351 Total Tutorial Speaker Fees 0 0.00
2352 Speaker Full day 0 0.00 0.00 2352 Speaker Full day 0 0.00 0.00 2352 Speaker Full day 0 0.00
2353 Speaker Full day 0 0.00 0.00 2353 Speaker Full day 0.00 0.00 2353 Speaker Full day 0.00 0.00
2354 Speaker -- Half day 0.00 0.00 2354 Speaker -- Half day 0 0.00 0.00 2354 Speaker -- Half day 0.00 0.00
2355 Speaker -- Half day 0.00 0.00 2355 Speaker -- Half day 0.00 0.00 2355 Speaker -- Half day 0.00 0.00
2356 Travel Expense 0.00 0.00 2356 Travel Expense 0.00 0.00 2356 Travel Expense 0.00 0.00
2357 Total Tutorial 'Other' Expenses (Please List) 0.00 2357 Total Tutorial 'Other' Expenses (Please List) 0.00 2357 Total Tutorial 'Other' Expenses (Please List) 0.00
2358 Tutorial Signage 0 0.00 0.00 2358 Tutorial Signage 0 0.00 0.00 2358 Tutorial Signage 0 0.00 0.00
2359 Audio Visual Equip/labor 0 0.00 0.00 2359 Audio Visual Equip/labor 0 0.00 0.00 2359 Audio Visual Equip/labor 0 0.00 0.00
2360 Adv Tutorial registration expense 0 0.00 0.00 2360 Adv Tutorial registration expense 0 0.00 0.00 2360 Adv Tutorial registration expense 0 0.00 0.00
2361 At Tutorial registration Expense 0 0.00 0.00 2361 At Tutorial registration Expense 0 0.00 0.00 2361 At Tutorial registration Expense 0 0.00 0.00
2362 Computer expenses 0 0.00 0.00 2362 Computer expenses 0 0.00 0.00 2362 Computer expenses 0 0.00 0.00
2363 Notes expense 0 0.00 0.00 2363 Notes expense 0 0.00 0.00 2363 Notes expense 0 0.00 0.00
2364 Space Rental 0 0.00 0.00 2364 Space Rental 0 0.00 0.00 2364 Space Rental 0 0.00 0.00
2365 Tutorial Advertising 0 0.00 0.00 2365 Tutorial Advertising 0 0.00 0.00 2365 Tutorial Advertising 0 0.00 0.00
2366 Other Tutorial Expense: 0 0.00 0.00 2366 Other Tutorial Expense: 0 0.00 0.00 2366 Other Tutorial Expense: 0 0.00 0.00

2400 Technical Digest (Pre Conference/Tutorial 0.00 2400 Technical Digest (Pre Conference/Tutorial) 0.00 2400 Technical Digest (Pre Conference/Tutori 0.00

2401 Paper 0.00 2401 Paper 0.00 2401 Paper 0.00


2402 CD Rom 0.00 2402 CD Rom 0.00 2402 CD Rom 0.00
2403 Shipping 0.00 2403 Shipping 0.00 2403 Shipping 0.00

2500 Proceedings (At or Post Conference/Tuto 0.00 2500 Proceedings (At or Post Conference/Tutorial) 0.00 2500 Proceedings (At or Post Conference/Tutorial) 0.00

2501 Paper 0.00 2501 Paper 0.00 2501 Paper 0.00


2502 CD Rom 0.00 2502 CD Rom 0.00 2502 CD Rom 0.00
2503 Shipping 0.00 2503 Shipping 0.00 2503 Shipping 0.00

2600 Conference Local Arrangements 0.00 2600 Conference Local Arrangements 0.00 2600 Local Arrangements 0.00

2601 Audio-Visual 0.00 2601 Audio-Visual 0.00 2601 Audio-Visual 0.00


2602 Music licensing fees 0.00 2602 Music licensing fees 0.00 2602 Music licensing fees 0.00
2603 Ops. Room Equipment 0.00 2603 Ops. Room Equipment 0.00 2603 Ops. Room Equipment 0.00
2604 Signage 0.00 2604 Signage 0.00 2604 Signage 0.00
2605 On-site Temps 0.00 2605 On-site Temps 0.00 2605 On-site Temps 0.00
2606 Security 0.00 2606 Security 0.00 2606 Security 0.00
2607 Convention Center 0.00 2607 Convention Center 0.00 2607 Convention Center 0.00
2608 Hotel Meeting Rooms 0.00 2608 Hotel Meeting Rooms 0.00 2608 Hotel Meeting Rooms 0.00
2609 Hotel Penalties 0.00 2609 Hotel Penalties 0.00 2609 Hotel Penalties 0.00
2610 Tours 0.00 2610 Tours 0.00 2610 Tours 0.00
2611 Other 0.00 2611 Other 0.00 2611 Other 0.00
2612 Transportation 0.00 2612 Transportation 0.00 2612 Transportation 0.00
2613 Hotel Gratuities 0.00 2613 Hotel Gratuities 0.00 2613 Hotel Gratuities 0.00

# # People Amount Per Total Amount # # People Amount Per Total Amount # # People Amount Per Total Amount

Revised 24 Sep 2008


Conference Title: 0
Instructions: Please begin Conference budgeting process using the Budget Worksheet (First Tab)
Conference Dates:From: 30-Dec-99 Conference Acronym: 0
To: 30-Dec-99 Location: 0

CONFERENCE NUMBER Note: This worksheet page will automatically populate the Budget Reporting pages (TABS) to follow, including a roll-up to SUMMARY page.
0
BUDGET INTERIM ACTUAL
2700 Food and Beverage 0.00 2700 Food and Beverage 0.00 2700 Food and Beverage 0.00
* TUTORIAL RELATED FOOD EXPENSES ------------------ 0.00 * TUTORIAL RELATED FOOD EXPENSES ------------------ 0.00 * TUTORIAL RELATED FOOD EXPENSES ------------------ 0.00
** EXHIBITS RELATED FOOD & BEVERAGE ---------------------------- 0.00 ** EXHIBITS RELATED FOOD & BEVERAGE ---------------------------- 0.00 ** EXHIBITS RELATED FOOD & BEVERAGE ---------------------------- 0.00
2701 Total Receptions: 0 0.00 0.00 0.00 2701 Total Receptions: 0 0.00 0.00 0.00 2701 Total Receptions: 0 0.00 0.00 0.00
2702 1 Reception 0 0 0.00 0.00 2702 1 Reception 0 0 0.00 0.00 2702 1 Reception 0 0 0.00 0.00
2703 2 Reception 0 0.00 2703 2 Reception 0 0.00 2703 2 Reception 0 0.00
2704 3 Reception 0 0.00 2704 3 Reception 0 0.00 2704 3 Reception 0 0.00
2705 ** Exhibit Related Receptions 0 0.00 2705 ** Exhibit Related Receptions 0 0.00 2705 ** Exhibit Related Receptions 0 0.00
2706 Are Tax (__%) and Gratuity (18%) Included? 0 0.00 2706 0 0.00 2706 Are Tax (__%) and Gratuity (18%) Included 0 0.00
2707 Total Breakfasts: 0 0.00 0.00 0.00 2707 Total Breakfasts: 0 0.00 0.00 0.00 2707 Total Breakfasts: 0 0.00 0.00 0.00
2708 1 Breakfast 0 0 0.00 0.00 2708 1 Breakfast 0 0 0.00 0.00 2708 1 Breakfast 0 0 0.00 0.00
2709 2 Breakfast 0.00 2709 2 Breakfast 0 0 0.00 2709 2 Breakfast 0 0 0.00
2710 3 Breakfast 0.00 2710 3 Breakfast 0.00 2710 3 Breakfast 0.00
2711 4 Breakfast 0.00 2711 4 Breakfast 0.00 2711 4 Breakfast 0.00
2712 5 Breakfast 0.00 2712 5 Breakfast 0.00 2712 5 Breakfast 0.00
2713 ** Exhibits related Breakfasts 0.00 2713 ** Exhibits related Breakfasts 0.00 2713 ** Exhibits related Breakfasts 0.00
2714 * Tutorial related Breakfasts 0.00 2714 Tutorial related Breakfast 0.00 2714 Tutorial related Breakfast 0.00
2715 Are Tax (__%) and Gratuity (18%) Included?? 0.00 2715 0.00 2715 Are Tax (__%) and Gratuity (18%) Included?? 0.00
2716 Total Luncheons: 0 0.00 0.00 0.00 2716 Total Luncheons: 0 0.00 0.00 0.00 2716 Total Luncheons: 0 0.00 0.00 0.00
2717 1 Luncheon 0 0 0.00 0.00 2717 1 Luncheon 0 0 0.00 0.00 2717 1 Luncheon 0 0 0.00 0.00
2718 2 Luncheon 0.00 2718 2 Luncheon 0 0 0.00 2718 2 Luncheon 0 0 0.00
2719 3 Luncheon 0.00 2719 3 Luncheon 0 0 0.00 2719 3 Luncheon 0 0 0.00
2720 4 Luncheon 0.00 2720 4 Luncheon 0 0 0.00 2720 4 Luncheon 0 0 0.00
2721 5 Luncheon 0.00 2721 5 Luncheon 0 0 0.00 2721 5 Luncheon 0 0 0.00
2722 ** Exhibits related Luncheons 0.00 2722 ** Exhibits related Luncheons 0 0 0.00 2722 ** Exhibits related Luncheons 0 0 0.00
2723 * Tutorial related Luncheon 0.00 2723 Tutorial related Luncheon 0 0 0.00 2723 Tutorial related Luncheon 0 0 0.00
2724 Are Tax (__%) and Gratuity (18%) Included?? 0.00 2724 0 0.00 2724 0 0.00
2725 Total Dinners: 0 0.00 0.00 0.00 2725 Total Dinners: 0 0.00 0.00 0.00 2725 Total Dinners: 0 0.00 0.00 0.00
2726 1 Dinner 0 0 0.00 0.00 2726 1 Dinner 0 0 0.00 0.00 2726 1 Dinner 0 0 0.00 0.00
2727 2 Dinner 0.00 2727 2 Dinner 0 0 0.00 2727 2 Dinner 0 0 0.00
2728 3 Dinner 0.00 2728 3 Dinner 0.00 2728 3 Dinner 0.00
2729 4 Dinner 0.00 2729 4 Dinner 0.00 2729 4 Dinner 0.00
2730 5 Dinner 0.00 2730 5 Dinner 0.00 2730 5 Dinner 0.00
2733 Are Tax (__%) and Gratuity (18%) Included?? 0.00 2733 0.00 2733 0.00
2734 Total Breaks: 0 0.00 0.00 0.00 2734 Total Breaks: 0 0.00 0.00 0.00 2734 Total Breaks: 0 0.00 0.00 0.00
2735 1 Break 0 0 0.00 0.00 2735 1 Break 0 0 0.00 0.00 2735 1 Break 0 0 0.00 0.00
2736 2 Break 0.00 2736 2 Break 0 0 0.00 2736 2 Break 0 0 0.00
2737 3 Break 0.00 2737 3 Break 0 0 0.00 2737 3 Break 0 0 0.00
2738 4 Break 0.00 2738 4 Break 0 0 0.00 2738 4 Break 0 0 0.00
2739 5 Break 0.00 2739 5 Break 0 0 0.00 2739 5 Break 0 0 0.00
2740 6 Break 0.00 2740 6 Break 0 0 0.00 2740 6 Break 0 0 0.00
2741 7 Break 0.00 2741 7 Break 0 0.00 2741 7 Break 0 0.00
2742 8 Break 0.00 2742 8 Break 0 0 0.00 2742 8 Break 0 0 0.00
2743 9 Break 0.00 2743 9 Break 0 0.00 2743 9 Break 0 0.00
2744 10 Break 0.00 2744 10 Break 0.00 2744 10 Break 0.00
2745 11 Break 0.00 2745 11 Break 0.00 2745 11 Break 0.00
2746 12 Break 0.00 2746 12 Break 0.00 2746 12 Break 0.00
2747 ** Exhibits related Breaks 0.00 2747 ** Exhibits related Breaks 0.00 2747 ** Exhibits related Breaks 0.00
2748 ** Exhibits related Breaks 0.00 2748 ** Exhibits related Breaks 0.00 2748 ** Exhibits related Breaks 0.00
2749 * Tutorial related Break 0.00 2749 * Tutorial related Break 0.00 2749 * Tutorial related Break 0.00
2750 * Tutorial related Break 0.00 2750 * Tutorial related Break 0.00 2750 * Tutorial related Break 0.00
2751 * Tutorial related Break 0.00 2751 * Tutorial related Break 0.00 2751 * Tutorial related Break 0.00
2752 0.00 2752 0.00 2752 0.00
2753 Other F & B activities 0 0 0.00 0.00 2753 Other F & B activities 0 0 0.00 0.00 2753 Other F & B activities 0 0 0.00 0.00
2754 0 0 0.00 0.00 2754 0 0 0.00 0.00 2754 0 0 0.00 0.00
2755 * Tutorial related Break 0 0 0.00 0.00 2755 * Tutorial related Break 0 0 0.00 0.00 2755 * Tutorial related Break 0 0 0.00 0.00
2756 ** Other Exhibits related Social Functions 0 0 0.00 0.00 2756 ** Other Exhibits related Social Functions 0 0 0.00 0.00 2756 ** Other Exhibits related Social Functions 0 0 0.00 0.00
2800 Program 0.00 2800 Program 0.00 2800 Program 0.00

2801 Special Speakers Fee 0.00 2801 Special Speakers Fee 0.00 2801 Special Speakers Fee 0.00
2802 Special Speakers Travel 0.00 2802 Special Speakers Travel 0.00 2802 Special Speakers Travel 0.00
2803 Program Speaker Fees 0.00 2803 Program Speaker Fees 0.00 2803 Program Speaker Fees 0.00
2804 Program Speaker Travel 0.00 2804 Program Speaker Travel 0.00 2804 Program Speaker Travel 0.00
2805 Other Program Production 0.00 2805 Other Program Production 0.00 2805 Other Program Production 0.00
2806 Paper Review 0.00 2806 Paper Review 0.00 2806 Paper Review 0.00

2900 Conference Administration 0.00 2900 Conference Administration 0.00 2900 Conference Administration 0.00

2901 Credit Card Fees 0.00 2901 Credit Card Fees 0.00 2901 Credit Card Fees 0.00
2902 Bank Fees 0.00 2902 Bank Fees 0.00 2902 Bank Fees 0.00
2903 Travel Grants & Awards 0.00 2903 Travel Grants & Awards 0.00 2903 Travel Grants & Awards 0.00
2904 Insurance & Bonding 0.00 2904 Insurance & Bonding 0.00 2904 Insurance & Bonding 0.00
2905 Printing/Duplication 0.00 2905 Printing/Duplication 0.00 2905 Printing/Duplication 0.00
2906 Postage 0.00 2906 Postage 0.00 2906 Postage 0.00
2907 Office Supplies 0.00 2907 Office Supplies 0.00 2907 Office Supplies 0.00
2908 Freight Shipping 0.00 2908 Freight Shipping 0.00 2908 Freight Shipping 0.00
2909 Grant G&A 0.00 2909 Grant G&A 0.00 2909 Grant G&A 0.00
2910 Phone Fax 0.00 2910 Phone Fax 0.00 2910 Phone Fax 0.00
2911 Admin Services 0.00 2911 Admin Services 0.00 2911 Admin Services 0.00
2912 Staff travel 0.00 2912 Staff travel 0.00 2912 Staff travel 0.00
2913 Other 0.00 2913 Other 0.00 2913 Other 0.00

2950 Society Admin Fee 0.00 2950 Society Admin Fee 0.00 2950 Society Admin Fee 0.00

2951 Society Admin Fee 0.00 2951 Society Admin Fee 0.00 2951 Society Admin Fee 0.00

2975 Audit Fee 0.00 2975 Audit Fee 0.00 2975 Audit Fee 0.00
If IEEE is doing the audit, manually enter the EST FEE number below into the grey box on the right If IEEE is doing the audit, manually enter the EST FEE number below into the grey box on the right If IEEE is doing the audit, manually enter the EST FEE number below into the grey box on the right

2976 Audit Fee (.6% of rev. or exp. whichever is greater) EST FEE .6% $ - 0.00 2976 Audit Fee (.6% of rev. or exp. whichever is greater) EST FEE .6% $ - 0.00 2976 Audit Fee (.6% of rev. or exp. whichever is greater) EST FEE .6% $ - 0.00

3000 Committee Hours Per Hour 0.00 3000 Committee Hours Per Hour 0.00 3000 Committee Hours Per Hour 0.00

3001 OC & TPC Gifts 0.00 3001 OC & TPC Gifts 0.00 3001 OC & TPC Gifts 0.00
3002 OC Attire 0.00 3002 OC Attire 0.00 3002 OC Attire 0.00
3003 Travel 0.00 3003 Travel 0.00 3003 Travel 0.00
3004 Meetings, Conf Calls 0.00 3004 Meetings, Conf Calls 0.00 3004 Meetings, Conf Calls 0.00
3005 Secretary Hours 0 0.00 0.00 3005 Secretary Hours 0 0.00 0.00 3005 Secretary Hours 0 0.00 0.00
3006 Committee Dinner 0 0.00 0.00 3006 Committee Dinner 0 0.00 0.00 3006 Committee Dinner 0 0.00 0.00
3007 Committee Social Event 0 0.00 0.00 3007 Committee Social Event 0 0.00 0.00 3007 Committee Social Event 0 0.00 0.00
3008 Student Volunteers 0 0.00 0.00 3008 Student Volunteers 0 0.00 0.00 3008 Student Volunteers 0 0.00 0.00
3009 Other 0.00 3009 Other 0.00 3009 Other 0.00

3050 Value Added Tax (VAT) Owed 0.00 3050 Value Added Tax (VAT) Owed 0.00 3050 Value Added Tax (VAT) Owed 0.00

3051 VAT 0.00 3051 VAT 0.00 3051 VAT 0.00

3100 Miscellaneous 0.00 3100 Miscellaneous 0.00 3100 Miscellaneous 0.00

3101 IEEE Society Advance Loan Repayments 0.00 3101 IEEE Society Advance Loan Repayments 0.00 3101 IEEE Society Advance Loan Repayments 0.00
3102 IEEE Section Advance Loan Repayments 0.00 3102 IEEE Section Advance Loan Repayments 0.00 3102 IEEE Section Advance Loan Repayments 0.00
3104 CONFERENCE ADMIN FEES (% of Meeting Expenses) 0.00 3104 CONFERENCE ADMIN FEES (% of Meeting Expenses) 0.00 3104 CONFERENCE ADMIN FEES (% of Meeting Expenses) 0.00

Revised 24 Sep 2008


Conference Title: 0
Instructions: Please begin Conference budgeting process using the Budget Worksheet (First Tab)
Conference Dates:From: 30-Dec-99 Conference Acronym: 0
To: 30-Dec-99 Location: 0

CONFERENCE NUMBER Note: This worksheet page will automatically populate the Budget Reporting pages (TABS) to follow, including a roll-up to SUMMARY page.
0
BUDGET INTERIM ACTUAL
3105 Contingency (for Budget Only) 0.00
3106 Other(Specify) 0.00 3106 Other(Specify) 0.00 3106 Other(Specify) 0.00

Revised 24 Sep 2008


Conference Title: 0
Instructions: Please begin Conference budgeting process using the Budget Worksheet (First Tab)
Conference Dates:From: 30-Dec-99 Conference Acronym: 0
To: 30-Dec-99 Location: 0

CONFERENCE NUMBER Note: This worksheet page will automatically populate the Budget Reporting pages (TABS) to follow, including a roll-up to SUMMARY page.
0
BUDGET INTERIM ACTUAL

BUDGET INTERIM FINAL / ACTUAL

HOTEL ROOMS BLOCKED HOTEL ROOMS BLOCKED HOTEL ROOMS BLOCKED


HOTEL 1 DAYS # OF ROOMS RM RATE DATES - HOTEL 1 DAYS # OF ROOMS RM RATE DATES - HOTEL 1 DAYS # OF ROOMS RM RATE DATES -
Day 1 - Day 1 - Day 1 -
Day 2 - Day 2 - Day 2 -
Day 3 - Day 3 - Day 3 -
Day 4 - Day 4 - Day 4 -
Day 5 - Day 5 - Day 5 -
Day 6 - Day 6 - Day 6 -
Day 7 - Day 7 - Day 7 -
- - -

HOTEL 2 DAYS DATES - HOTEL 2 DAYS DATES - HOTEL 2 DAYS DATES -


Day 1 - Day 1 - Day 1 -
Day 2 - Day 2 - Day 2 -
Day 3 - Day 3 - Day 3 -
Day 4 - Day 4 - Day 4 -
Day 5 - Day 5 - Day 5 -
Day 6 - Day 6 - Day 6 -
Day 7 - Day 7 - Day 7 -
- - -

HOTEL 3 DAYS DATES - HOTEL 3 DAYS DATES - HOTEL 3 DAYS DATES -


Day 1 - Day 1 - Day 1 -
Day 2 - Day 2 - Day 2 -
Day 3 - Day 3 - Day 3 -
Day 4 - Day 4 - Day 4 -
Day 5 - Day 5 - Day 5 -
Day 6 - Day 6 - Day 6 -
Day 7 - Day 7 - Day 7 -
- - -

HOTEL 4 DAYS DATES - HOTEL 4 DAYS DATES - HOTEL 4 DAYS DATES -


Day 1 - Day 1 - Day 1 -
Day 2 - Day 2 - Day 2 -
Day 3 - Day 3 - Day 3 -
Day 4 - Day 4 - Day 4 -
Day 5 - Day 5 - Day 5 -
Day 6 - Day 6 - Day 6 -
Day 7 - Day 7 - Day 7 -
- - -

GRAND TOTALS TOTAL DAYS DATES - GRAND TOTALS TOTAL DAYS DATES - GRAND TOTALS TOTAL DAYS DATES -
Day 1 - Day 1 - Day 1 -
Day 2 - Day 2 - Day 2 -
Day 3 - Day 3 - Day 3 -
Day 4 - Day 4 - Day 4 -
Day 5 - Day 5 - Day 5 -
Day 6 - Day 6 - Day 6 -
Day 7 - Day 7 - Day 7 -
- - -

Revised 24 Sep 2008


IEEE CONFERENCE DETAILED FINANCIAL REPORT - PART I: REVENUE
IEEE SPONSORED or CO-SPONSERED CONFERENCES

This form should be completed only for IEEE sponsored or cosponsored Conferences. The care
taken in filling out this report will lead to a more accurate projection of your Conference's net surplus or l

NOTE: All revenue items may be expressed in either U.S. Dollars or in local currency.

Conference Title: 0
Conference Number: 0 Conference Acronym: 0
30-Dec-99 To: 30-Dec-99 Location: 0
PLEASE FILL OUT GREY SHADED AREAS IF NOT USING THE BUDGET WORKSHEET - INSTRUCTIONS BELOW

REVENUE CLICK HERE for INSTRUCTIONS for REVENUE PAGE - DROP DOWN WINDOW
BUDGET INTERIM FINAL/ ACTUAL
REGISTRATION FEES Quantity FEE Budget Quantity FEE Interim Quantity FEE Final
Report Report
In Advance- Members 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00
In Advance-Nonmem. 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00
In Advance-Red. Rate 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00
In Advance-Student Member 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00
In Advance-Student Nonmember 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00
In Advance-Society 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00
In Advance-Life Member 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00
At Conference-Member 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00
At Conf-Nonmember 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00
At Conf-Red. Rate 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00
At Conf-Student member 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00
At Conf-Student Nonmember 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00
At Conf-Society 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00
At Conf-Life Member 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00
Tutorial Fees 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00
Miniconferences/Symposiums 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00
Other 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00
Total - Total - Total -

BUDGET INTERIM FINAL


CONF. PUBLICATIONS SALES Quantity X FEE = Budget Quantity X FEE = Interim Quantity X FEE = Final
Report Report
To IEEE HQ. 0 0.00 = 0.00 0 0.00 = 0.00 0 0.00 = 0.00
To Members 0 0.00 = 0.00 0 0.00 = 0.00 0 0.00 = 0.00
To Nonmembers 0 0.00 = 0.00 0 0.00 = 0.00 0 0.00 = 0.00
Videotapes & CD-ROM MEMBER 0 0.00 = 0.00 0 0.00 = 0.00 0 0.00 = 0.00
Videotapes & CD-ROM NON MEMBER 0 0.00 = 0.00 0 0.00 = 0.00 0 0.00 = 0.00
Other Publicat. Sales(page chgs) 0 0.00 = 0.00 0 0.00 = 0.00 0 0.00 = 0.00
Total - Total - Total -

BUDGET INTERIM FINAL


EXHIBITS Quantity X FEE = Budget Quantity X FEE = Interim Quantity X FEE = Final
Report Report
Exhibits 0 0.00 = 0.00 0 0.00 = 0.00 0 0.00 = 0.00
Total 0.00 Total 0.00 Total 0.00

SOCIAL EVENT BUDGET INTERIM FINAL


(Itemize by event on separate sheets.) Total 0.00 Total 0.00 Total 0.00

GRANTS, DONATIONS Total 0.00 Total 0.00 Total 0.00

ALL OTHER (LIST HERE OR ATTACH DETAILS.)


BUDGET INTERIM FINAL
Interest 0.00 0.00 0.00
Corporate Support 0.00 0.00 0.00
Other (specify) 0.00 0.00 0.00
Total 0.00 Total 0.00 Total 0.00

TOTAL REVENUE 0.00 0.00 0.00

NOTE: BE SURE TO COMPLETE AND RETURN ALL FINANCIAL FORMS TOGETHER


("SUMMARY REPORT", "PART I: REVENUE", "PART II: EXPENSE" AND "SOCIAL FUNCTIONS").

RETURN TO: IEEE CONFERENCE SERVICES


445 HOES LANE, P.O. BOX 1331, PISCATAWAY, N.J. 08855-1331, USA
OR EMAIL: conference-finance@ieee.org OR FAX: +1 732 981 1769
Keep a copy for your records

Page 2 Revised 24 Sep 2008


IEEE CONFERENCE FINANCIALS
IEEE CONFERENCE DETAILED FINANCIAL REPORT - PART I: EXPENSE
PLEASE FILL OUT GREY SHADED AREAS IF NOT USING THE BUDGET WORKSHEET - INSTRUCTIONS BELOW
This form should be completed only for IEEE sponsored or cosponsored Conferences. The care
taken in filling out this report will lead to a more accurate projection of your Conference's net surplus or loss.
CLICK HERE for INSTRUCTIONS for EXPENSE Pages- Drop Down Wiindow
NOTE: All revenue items may be expressed in either U.S. Dollars or in local currency.
Conference Title: 0
Conference Number: 0 Conference Acronym: 0
30-Dec-99 To: 30-Dec-99 Location: 0

Interim Final
Budget
EXPENSE Report Report
MANAGEMENT/ SERVICES
Internal General 0.00 0.00 0.00
External General 0.00 0.00 0.00
Total 0.00 0.00 0.00

REGISTRATION EXPENSE
Registration Expense 0.00 0.00 0.00
Total 0.00 0.00 0.00
PROMOTION
Announcement 0.00 0.00 0.00
First Call For Papers 0.00 0.00 0.00

Call For Papers 0.00 0.00 0.00


Advance Program 0.00 0.00 0.00
Final Program 0.00 0.00 0.00
Advertisements 0.00 0.00 0.00
Other 0.00 0.00 0.00
Total 0.00 0.00 0.00
CONFERENCE PUBLICATIONS
Tech Digest 0.00 0.00 0.00
Proceedings 0.00 0.00 0.00
Total 0.00 0.00 0.00

EXHIBIT/ VENDOR (Attach detailed statement of all expenses necessary to mount and display exhibits)
Vendor Program 0.00 0.00 0.00
On-Site Costs 0.00 0.00 0.00
Other 0.00 0.00 0.00
Total 0.00 0.00 0.00

LOCAL ARRANGEMENTS
Audio-Visual 0.00 0.00 0.00
Music Licensing Fees 0.00 0.00 0.00
Ops. Room Equipment 0.00 0.00 0.00
Signage 0.00 0.00 0.00
On-site Temps 0.00 0.00 0.00
Security 0.00 0.00 0.00
Convention Center 0.00 0.00 0.00
Hotel Meeting Rooms 0.00 0.00 0.00
Hotel Penalties 0.00 0.00 0.00
Tours 0.00 0.00 0.00
Other 0.00 0.00 0.00
Transportation 0.00 0.00 0.00
Hotel Gratuities 0.00 0.00 0.00
Total 0.00 0.00 0.00

PAGE SUBTOTAL 0.00 0.00 0.00

NOTE: BE SURE TO COMPLETE AND RETURN ALL FINANCIAL FORMS TOGETHER


("SUMMARY REPORT", "PART I: REVENUE", "PART II: EXPENSE" AND "SOCIAL FUNCTIONS").

RETURN TO: IEEE CONFERENCE SERVICES


445 HOES LANE, P.O. BOX 1331, PISCATAWAY, N.J. 08855-1331, USA
OR EMAIL: conference-finance@ieee.org OR FAX: +1 732 981 1769
Keep a copy for your records
Page 3 Revised 24 Sep 2008
IEEE CONFERENCE FINANCIALS
IEEE CONFERENCE DETAILED FINANCIAL REPORT - PART II: EXPENSE con't
Conference Title: 0
Location 0
Dates 30-Dec-99 To: 30-Dec-99
CLICK HERE for INSTRUCTIONS for EXPENSE Pages- Drop Down Wiindow
Conference Num: 0 Conference Acronym: 0

Are 1099s/1042s forms required? None 1099s 1042s Both

SOCIAL FUNCTIONS & PROGRAM EXPENSES Detailed Next page:


SOCIAL FUNCTIONS Total 0.00 0.00 0.00
PROGRAM EXPENSES Total 0.00 0.00 0.00

Interim Final
Budget
EXPENSE Report Report
ADMINISTRATION
Credit Card Fees 0.00 0.00 0.00
Bank Fees 0.00 0.00 0.00
Travel Grants & Awards 0.00 0.00 0.00
Insurance 0.00 0.00 0.00
Printing/Duplication 0.00 0.00 0.00
Postage 0.00 0.00 0.00
Office Supplies 0.00 0.00 0.00
Freight Shipping 0.00 0.00 0.00
Grant G&A 0.00 0.00 0.00
Phone Fax 0.00 0.00 0.00
Admin Services 0.00 0.00 0.00
Staff travel 0.00 0.00 0.00
Other 0.00 0.00 0.00
Total 0.00 0.00 0.00

SOCIETY ADMIN FEE


Society Admin Fee 0.00 0.00 0.00
Total 0.00 0.00 0.00

AUDIT FEE
Audit Fee 0.00 0.00 0.00
Total 0.00 0.00 0.00

COMMITTEE
OC & TPC Gifts 0.00 0.00 0.00
OC Attire 0.00 0.00 0.00
Travel 0.00 0.00 0.00
Meetings, Conf Calls 0.00 0.00 0.00
Other 0.00 0.00 0.00
Total 0.00 0.00 0.00

MISCELLANEOUS
VAT Owed 0.00 0.00 0.00
All Other Outlays 0.00 0.00 0.00
Total 0.00 0.00 0.00

PAGE SUBTOTAL (including Social 0.00 0.00 0.00


Functions and Program Expenses)

TOTAL EXPENSES 0.00 0.00 0.00


NOTE: BE SURE TO COMPLETE AND RETURN ALL FINANCIAL FORMS TOGETHER
("SUMMARY REPORT", "PART I: REVENUE", "PART II: EXPENSE" AND "SOCIAL FUNCTIONS").

RETURN TO: IEEE CONFERENCE SERVICES


445 HOES LANE, P.O. BOX 1331, PISCATAWAY, N.J. 08855-1331, USA
OR EMAIL: conference-finance@ieee.org OR FAX: +1 732 981 1769
Keep a copy for your records
Page 4 Revised 24 Sep 2008
Conference Title: 0
Conf Number: 0 Conference Acronym: 0
IEEE SPONSORED or CO-SPONSERED CONFERENCES EXPENSE PART III (Con't)
CLICK HERE for INSTRUCTIONS for EXPENSE Pages- Drop Down Window
SOCIAL FUNCTIONS

EXPENSE Budget Interim Final


(1) No. Receptions Avg. No. people Avg. $/person
0 X 0 X 0.00 0.00
0 X 0 X 0.00 0.00 Totals pulling from
0 X 0 X 0.00 0.00 BudgetWorksheet

(2) Breakfasts
No. Breakfasts Avg. No. people Avg. $/person
0 X 0 X 0.00 0.00 Totals pulling from
0 X 0 X 0.00 0.00 BudgetWorksheet
0 X 0 X 0.00 0.00

(3) Luncheons
No. Luncheons Avg. No. people Avg. $/person
0 X 0 X 0.00 0.00 Totals pulling from
0 X 0 X 0.00 0.00 BudgetWorksheet
0 X 0 X 0.00 0.00

(4) Dinner
No. Dinner Avg. No. people Avg. $/person
0 X 0 X 0.00 0.00
0 X 0 X 0.00 0.00 Totals pulling from
0 X 0 X 0.00 0.00 BudgetWorksheet

(5) Breaks
No. Breaks Avg. No. people Avg. $/person
0 X 0 X 0.00 0.00 Totals pulling from
0 X 0 X 0.00 0.00 BudgetWorksheet
0 X 0 X 0.00 0.00

(6) Other F & B activities 0.00 0.00 0.00

Total Social Function Expenses 0.00 0.00 0.00

SOCIAL FUNCTION COST PER ATTENDEE #DIV/0! #DIV/0! #DIV/0!


(Total social function expenses/No. of conference registrants)

OTHER PROGRAM EXPENSES Budget Interim Final

Program Production 0.00 0.00 0.00

Special Speakers Fee ` 0.00 0.00 0.00

Program Speaker Fees 0.00 0.00 0.00

Paper Review 0.00 0.00 0.00

Special Speakers Travel 0.00 0.00 0.00

Program Speaker Travel 0.00 0.00 0.00

(7) Total Other program Expenes 0.00 0.00 0.00

TOTAL SOCIAL & PROGRAM EXPENSES 0.00 0.00 0.00

NOTE: BE SURE TO COMPLETE AND RETURN ALL FINANCIAL FORMS TOGETHER ("PART I: REVENUE," "PART II: EXPENSE,"
"SOCIAL FUNCTIONS" AND "SUMMARY REPORT").

RETURN TO: IEEE CONFERENCE SERVICES


445 HOES LANE, P.O. BOX 1331, PISCATAWAY, N.J. 08855-1331, USA
OR EMAIL: conference-finance@ieee.org OR FAX: +1 732 981 1769
Keep a copy for your records

Page 5 Revised 24 Sep 2008


Revised Version IEEE CONFERENCE FINANCIALS
20
23-Jun-10 SUMMARY FINANCIAL REPORT FOR IEEE SPONSORED OR COSPONSORED CONFERENCES
PLEASE FILL OUT GREY SHADED AREAS IF NOT USING THE BUDGET WORKSHEET

1. Conference Title: 0
1a. Conference num: 0 1b. Conference Acronym: 0
2. Dates: From: 30-Dec-99 To: 30-Dec-99 3. Location
TYPE OF REPORT / CURRENCY USED 0
4. Indicate type of report by checking one box: Budget Interim Actual
5. All revenue and expense figures below must be in U.S. Dollars. For Conferences held outside
the U.S.A., indicate the local currency (e.g., Swiss Francs), the conversion units/Dollar and date.
INSTRUCTIONS: CLICK HERE for INSTRUCTIONS for SUMMARY page - Drop Down Window
Local Currency: USD Conversion Rate: 1.00000 Conversion Date: please enter date
Report Date: 00/00/00 00/00/00 00/00/00

INTERIM FINAL REPORT/


REVENUE BUDGET REPORT ACTUAL
6. Registration Fees 0.00 0.00 0.00
7. Grants, Donations 0.00 0.00 0.00
8. Conf. Publicat. Sales 0.00 0.00 0.00
9. Exhibits 0.00 0.00 0.00
10. Social Event 0.00 0.00 0.00
11. All Other Receipts 0.00 0.00 0.00
12. Total Conf. Revenue 0.00 0.00 0.00 A
13. Conference Loans 0.00 0.00 0.00
14. Total Receipts 0.00 0.00 0.00

EXPENSE
15. Management Services 0.00 0.00 0.00
16. Registration Expense 0.00 0.00 0.00
17. Promotion 0.00 0.00 0.00
18. Conf. Publicat. 0.00 0.00 0.00
19. Exhibits/Vendors 0.00 0.00 0.00
20. Local arrangements 0.00 0.00 0.00
21. Social Functions 0.00 0.00 0.00
22. Program Expense 0.00 0.00 0.00
23. Administration 0.00 0.00 0.00
24. Society Admin Fee 0.00 0.00 0.00
25 Audit Fee 0.00 0.00 0.00
26. Committee 0.00 0.00 0.00
27. VAT Owed 0.00 0.00 0.00
28. All Other Outlays 0.00 0.00 0.00
29. Total Conf Exp. 0.00 0.00 0.00 B
30. Loan Repayments 0.00 0.00 0.00
31. Total Outlays 0.00 0.00 0.00

SURPLUS/(LOSS)

32. Surplus(Loss)-(Item 13 less Item 30) $ 0.00 0.00 0.00 A-B

USD Translated
Equivalent Total
Surplus: $0.00 $0.00 $0.00

Surplus (Loss) in line 29 distributed as follows:


SURPLUS PERCENTAGES BUDGET INTERIM FINAL / ACTUAL

Surpl as % of Exp Surpl as % of Exp Surpl as % of Exp


Policy 10.1.6 Conference Budgets:
"All conference budgets submitted for #DIV/0! #DIV/0! #DIV/0!
approval should be set to generate a
minimum surplus of 20% over Surpl as % of Rev Surpl as % of Rev Surpl as % of Rev
projected expenses" #DIV/0! #DIV/0! #DIV/0!

POST CONFERENCE DISTRIBUTION

BUDGET FINAL / ACTUAL


Cosponsor Entity % Share $ Distributed % Share $ Distributed
IEEE
Regions 0% - 0% -
Councils 0% - 0% -
Societies 0% 0%

0% 0%

0% - 0% -
0% - 0% -
Non IEEE:

0% - 0% -
0% - 0% -
0% - 0% -

TOTAL PERCENTAGE 0% - 0% -
Surplus (Loss) $ 0.00 Surplus (Loss) $ 0.00

NON IEEE Entities:

Page 1 Revised 24 Sep 2008


Revised Version IEEE CONFERENCE FINANCIALS
21
23-Jun-10 SUMMARY FINANCIAL REPORT FOR IEEE SPONSORED OR COSPONSORED CONFERENCES
PLEASE FILL OUT GREY SHADED AREAS IF NOT USING THE BUDGET WORKSHEET

1. Conference Title: 0
1a. Conference num: 0 1b. Conference Acronym: 0
2. Dates: From: 30-Dec-99 To: 30-Dec-99 3. Location
TYPE OF REPORT / CURRENCY USED 0
4. Indicate type of report by checking one box: Budget Interim Actual
5. All revenue and expense figures below must be in U.S. Dollars. For Conferences held outside
the U.S.A., indicate the local currency (e.g., Swiss Francs), the conversion units/Dollar and date.
CONFERENCE FINANCIAL INSTITUTION & AUDIT SUMMARY

(Links automatically to Budget Check-list and Bank Reconcilliation forms)


CONFERENCE FINANCIAL INSTITUTION
Name of Bank EXAMPLE: ABC BANK
Address EXAMPLE: 12 MAIN ST., ATLANTA, GA
Conference Acct. Title EXAMPLE: TEST TITLE Acct. No. Example: 0-000-0000
Have you requested IEEE Conference Insurance? YES

(Links automatically to Close Check-list )


Auditor:
Name Example: AAA Audit Tel. No.
Address Example: 12 Washington Blvd., Utah City, Alabama

SUBMITTED BY:
Name X Tel. No. 0.00
Email: X Work Phone: 0.00
Website/URL: X FAX: 0.00
Address X
Conference Position X
CONF. SIGNATURE SOCIETY SIGNATURE
Date: March 13, 2017

RETURN TO: IEEE CONFERENCE SERVICES


445 HOES LANE, P.O. BOX 1331, PISCATAWAY, N.J. 08855-1331, USA
OR EMAIL: conference-finance@ieee.org OR FAX: +1 732 981 1769

Keep a copy for your records

Page 1 Revised 24 Sep 2008


Certification of Accuracy
INSTRUCTIONS:

Both Conference Treasurer and Conference Chair (or alternate) are required to sign the Certification of Accuracy regarding
the financial information presented to close the conference. Email submission of the Certification as part of the Financial
Reporting Tool is acceptable provided that one of the signatories send the Certification/Reporting Tool and the other
appear in the distribution list (To: or cc).
This certification to the following IEEE Conference financial information:

CONFERENCE TITLE 0
CONFERENCE ACRONYM 0
CONFERENCE NUMBER 0
PROJECT CODE 0
CONFERENCE DATES From: 30-Dec-99 To: 30-Dec-99

CONFERENCE LOCATION 0

We certify that we have reviewed and evidenced that conference financial information and bank reconciliations have been accurately
prepared. We also express reasonable assurance that the financial statements are free of material misstatement and in our opinion,
the financial statements referred to above present fairly, in all material respects, the financial position of the conference.

Conference Treasurer Date

Conference Chair Date

Reviewed by Conference Services:

Revised 24 Sep 2008


1099 / 1042 Schedule of Payments forms

Conference Services has removed the 1099 / 1042 Schedule of Payments forms from this workbook and is instead providing th
access the most current forms on the Conference Services required documents web page:

http://www.ieee.org/web/conferences/organizers/required_documentation.html
and is instead providing the link to
Concentration Banking Destroy Check form
(This form is only for CB accounts. It does not have to be submitted for a local bank account.)

Conference Services has removed the Destroy Check form from this workbook and is instead providing the link to access the m
current form on the Conference Services required documents web page:

http://www.ieee.org/web/conferences/organizers/required_documentation.html
ng the link to access the most
CONFERENCE CLOSING REQUIREMENTS CHECKLIST
CONFERENCE TITLE: 0
CONFERENCE NUMBER: 0 ACRONYM: 0
CONFERENCE LOCATION: 0
CONFERENCE DATES: 30-Dec-99 to 30-Dec-99
INSTRUCTIONS:

Please be sure to include all items on the checklist below. Check each item for completeness as missing
information or incorrect calculations will hold up the closing process. All information should be sent to IEEE
Conference Services at: (conference-finance@ieee.org).

a Loans Repaid [ DUE 30 DAYS AFTER CONFERENCE ]

Total Issued: 0.00


Currency Used: USD
Currency Rate: 1.00000
US Dollars Total Repay: 0.00

All Invoices paid?

Surplus sent to Sponsor: $ - US dollars

Bank Statement showing zero balance (For non-IEEE Concentration Banking accounts)
Bank Name: EXAMPLE: ABC BANK
0.00
Example: 0-000-0000

(Linked from Financial Summary page)

Financial Reporting Workbook to IEEE Conference Services

Certification of Accuracy
Final Financial Report including Detail and Summary Sheets

Schedule of Payment to Individuals - 1099 and 1042 (Send hard copy not email -
form contains confidential personal information)
Monthly Reconciliation Sheets (w/Chair and Treasurer Certification)
Contract Listing
Concentration Banking Destroy Check Form and/or Proof of Bank Closure
Summary Final Report
Attendee Listing (electronic format/ excel)
Final conversion rate (if any)

Professional Audit Required for Income/Expense $100k & over & Total IEEE Financial Sponsorship
>50%

Yes
No

Audit Performed by:

IEEE

Other (Linked from Financial Summary page)


Name Example: AAA Audit
Address Example: 12 Washington Blvd., Utah City, Alabama

Notes from Conference Treasurer:

Revised 24 Sep 2008


Bank Reconciliation for Conference Account

CONFERENCE NAME: 0
CONFERENCE NUMBER: 0
CONFERENCE ACRONYM: 0

BANK NAME EXAMPLE: ABC BANK


ACCOUNT NUMBER: Example: 0-000-0000
MONTH OF Statement: JANUARY Check number Amount
$0.00
$0.00
Ending Balance on Monthly Statement 0.00 $0.00
Outstanding Deposits 0.00 DATE $0.00
0.00 $0.00
0.00 $0.00
0.00 $0.00
0.00 $0.00
0.00 $0.00
Balance Subtotal A 0.00 $0.00
$0.00
Subtract Total Outstanding Checks B 0.00 $0.00
$0.00
Reconciled Statement Balance A+ B= C 0.00 $0.00
$0.00
Balance in Check Register D 0.00 $0.00
Difference (should equal zero) C-D 0.00 $0.00
$0.00
$0.00
$0.00

Total amt B $0.00

I certify that I have reviewed and evidenced that conference bank reconciliations have been accurately prepared:

Conference Treasurer Date

Conference Chair Date

Reviewed by Conference Services:

Revised 24 Sep 2008


CONFERENCE SUMMARY REPORT
CONFERENCE TITLE: 0
CONFERENCE NUMBER: 0 ACRONYM: 0 From: 30-Dec-99
CONFERENCE LOCATION:: 0 To: 30-Dec-99
INSTRUCTIONS:
Please fill out all applicable items below.
- To complete the Hotel Room Night information, ask the conference hotels to provide you with a final "Pick Up Report" detailing room night usage

for each night of the conference including pre and post conference usage.
- Additional lines can be added as needed.
- All information should be sent to IEEE Conference Services at: (conference-services@ieee.org).

Total # Grants, Donations


Please list:
Organization Amount
0.00

Total # Corporate Patrons/Contributors:


Please list:
Company Amount
0.00

Total # Advertisers:
Please list:
Company Amount
0.00

Total # Exhibitors - If necessary, submit separate attachment


Please List:
Company/Organization Revenue Expense
0.00 0.00

Total # Hotel Room Nights Used


Please List:
Rooms Blocked Per Night
Hotel #1 Avg Rm Rate Day:
0.00 Num: 0 0 0 0 0 0 0

Actual Rooms Per Night


Avg Rm Rate Day:
0.00 Num: 0 0 0 0 0 0 0

Total # Papers Presented


Please choose the review method used for this conference:
Abstract Review
Full Paper Review

If the appropriate details for your conference are not listed please add as needed.
Please provide totals for all that apply:
# Short Courses/Tutorials/Etc.
# Invited Speakers
# Total Submissions
# Total Accepted
Acceptance Ratio

Promotion
If the appropriate details for your conference are not listed please add as needed.
Please check all that apply:

Announcement
Call for Papers
Final Call for Papers
Advance Program
Final Program
Announcement

Other Comments/Information

Revised 24 Sep 2008


CONFERENCE CONTRACT LISTING
CONFERENCE TITLE: 0
CONFERENCE NUMBER: 0 CONFERENCE ACRONYM: 0
INSTRUCTIONS:
- All contracts executed with vendors for conference services must be listed.

- Contracts with exposure greater than $25,000 must be executed by IEEE.


Conference exposure is the amount to be paid to the vendor in fees or spent at the venue and conference monies (registration fees, exhibitor
fees, patron fees, etc.) to be collected by vendors (usually management and registration companies).
Type of Service Vendor Name Address Phone or Email Address Amount of Contract Contract Exposure Amount

Revised 24 Sep 2008


CONFERENCE VENDOR PREFERENCE LIST
You can now submit your conference Vendor preference list to IEEE for
inclusion in the IEEE Business Management System.

Would you
recommend State/ Postal
Conf Num Conference Title Vendor Name ? Vendor # Address 1 Address 2 City Province Country Code Telephone Email
Yes No
0 0

Revised 24 Sep 2008


CONFERENCE ATTENDEE LIST TEMPLATE
INSTRUCTIONS:

- You can now submit your conference attendee list to IEEE for inclusion in the IEEE Business Management System. Once released, IEEE BMS will allow conference organizers to request mailing lists of past attendees as well as the currently available technical interest profile
list.

- Use the below format to submit the list of attendees.

Middle State/
Conf # Conference Title IEEE# Last Name First Name Init Company Address 1 Address 2 City Province Country Postal Code Telephone Email
0 0

Revised 24 Sep 2008