NorCal Chapter
Northern California Chapter President’s Report to WESTOP
April 23, 2007
Davis, CA.
Chapter President: Sam Blanco III
Chapter Officers:
President Elect:
Vacant
Treasurer: Pauli Watts
Secretary: Angelica Ochoa (will be replaced at next meeting)
Description: The chapter president shall provide leadership for the respective chapter, act as spokesperson for the chapter, and serve on the Fiscal Affairs and Strategic Planning Committees.
Committee Charges: (from Article III of the WESTOP bylaws) Provide leadership and ensure proper function of chapter. Hold chapter meetings and act as liaison between chapter and WESTOP Board of Directors. Prepare and submit annual budget. Provide chapter reports at Board meetings and to WESTOP website. Serve on the Fiscal Affairs and Strategic Planning Committees.
Chapter Committee Updates:
Scholarship Committee: Jen Dyke from Humboldt State agreed to continue to serve as chair. She is getting together her committee and distributing six scholarships and one Policy Leadership scholarship.
Professional Development Seminar: Donell Perkins from UC Davis SSS will be co-coordinating the event with myself (Sam Blanco III, President). The PDS will take place in South Lake Tahoe Embassy Suites from September 30 through October 2, 2007. In addition the Nevada Chapter has requested that we collaborate together this year, to have a joined PDS. The two main reasons for this collaboration are: 1) Nevada Chapter’s low number of members and 2) Being that the WESTOP conference is in Hawaii this next year, the attendance at PDS will be low. The Nor. Cal. Chapter proposed this networking opportunity and passed the motion.
Student Leadership Conference: Diana Parra-Villasenor has agreed to chair the committee and possibly host the 2008 Student Leadership Conference at Chico State University. Romeo O. Garcia of Canada College will serve on the committee, to hopefully host the conference in 2009.
Legislation and Education Committee: Committee Chair Ken Songco updated the chapter on the Policy Seminar that was held in March 2007. Letter for $100 million dollar increase in the 2008 Federal Budget was requested. The Upward Bound evaluation impact in Nor. Cal. Chapter: USF has been selected. The ETS APR comment period is now open, please submit comments. Margaret Spellings subcommittee hearing was held and TRIO was mentioned several times. Nancy Pelosi’s office has been contacted and the response has been “we will get back to you.”
Fund Development Committee: Currently the position is vacant but there were a couple of people interested in the position (pending on employment situation).
Membership and Awards Committee: Diana Garcia, from UC Davis Upward Bound has agreed to serve as the chair. She will focus on reaching out to new TRIO programs in Northern California.
Technology and Communications Committee: Raul Pasamonte, Outreach Advisor for Sonoma State University Talent Search, agreed to chair this committee.
Parent Empowerment: There were no nominations for this committee.
Newsletter Chair: There were no nominations for this committee.
Chapter BOD Concerns from Members:
In regards to the WESTOP Budget being put on “hold.”
• A concern that WESTOP is looking to it’s members to balance the budget. Many of the members are busy with their programs. Please do not put this on the membership.
• Have different options to balance the budget, with ideas and suggestions from the membership (having everyone involved, not just the BOD).
• The money put aside back in 2003 was for the Mathematica report. Is there any way to get the money out or is it being saved for something else (ie the new UB evaluation)
• What is the accountability for the WESTOP budget. With the increased membership fees, what will the members get in return, different from what they already receive from paying membership dues?
• It was believed that the bus for the 2007 conference was paid by the “bus fees” paid by membership. (This one was already answered when Joy sent out the detailed email, just thought I would still post it though).
Action Items Approved by the NorCal Chapter for the WESTOP Board of Directors:
Stephen Dominguez, WESTOP Legislation and Education committee chair had emailed the Nor. Cal. Chapter President (myself, Sam Blanco III) to request that we waive the PDS registration for his visit to our PDS. There was much discussion and the fear that we will not be generating much revenue, because many of the programs will be saving budget money for the WESTPOP conference in Hawaii (April 2008). The motion to waive the PDS registration fee for Stephen Dominguez was denied.
The Northern California Chapter proposed budget:
| NorCal Chapter WESTOP | |
| PROPOSED BUDGET | |
| July 1, 2007 - June 30, 2008 | |
| Proposed Budget | |
| CHAPTER INCOME | |
| 1015 Memembership Rebate | 0.00 |
| 1025 Chapter Fund Development | 3,000.00 |
| 1035 Drawing Donations | 500.00 |
| 1045 Silent Auction | 0.00 |
| 1055 Grant Donations | 0.00 |
| 1075 Pre-Conf. Registration | 0.00 |
| 1085 PDS Registration | |
| 1085-10 PDS Pre Registration ($99/person) | 9,801.00 |
| 1085-20 PDS On Site Reg. ($125/person) | 1,250.00 |
| Total 1085 PDS Registration | $11,051.00 |
| 1095 SLC Registration | |
| 1095-10 SLC Registration ($30/person) | 9,000.00 |
| 1095-20 In Kind Cash Donations | 0.00 |
| Total 1095 SLC Registration | $9,000.00 |
| 1105 TRIO Day | |
| 1105-10 TRIO Day Registration ($25/person) | 6,250.00 |
| 1105-20 TRIO Day In-Kind Donations | 0.00 |
| Total 1105 TRIO Day | $6,250.00 |
| 1605 Proposal Workshop Fees | |
| 1605-10 Workshop Registration | 0.00 |
| Total 1605 Proposal Workshop Fees | $0.00 |
| 1805 Private Donations | 0.00 |
| 1815 Bank Interest ($3 x 12 mo.) | 36.00 |
| 1905 Parent Empowerment | |
| 1805-20 Private Donations | 0.00 |
| Total 1905 Parent Empowerment | $0.00 |
| Total Income | $29,837.00 |
| Expenses | |
| 2405 Chapter Functions | |
| 24-15 Advertising | 100.00 |
| 24-155 Meals - Reception | 75.00 |
| 24-175 Printing | 75.00 |
| 24-195 Supplies | 75.00 |
| 24-205 Telephone (Phone cards) | 20.00 |
| 24-225 Travel | 200.00 |
| 24-245 Miscellanous | 50.00 |
| 24-25 Donations/Prizes/Gifts | 100.00 |
| 24-35 Bank/Service Fees (C-Vent) | 1,150.00 |
| Total 2405 Chapter Functions | $1,845.00 |
| 2505 Chapter President | |
| 25-145 Meals - Per Diem | 200.00 |
| 25-215 Ground Transporation | 200.00 |
| 25-225 Airfare | 250.00 |
| 25-95 Lodging | 400.00 |
| Total 2505 Chapter President | $1,050.00 |
| Budget | |
| 2605 Chapter Board Member Travel | |
| 26-215 Transportation | 200.00 |
| 26-225 Airfare | 300.00 |
| 26-95 Lodging | 100.00 |
| Total 2605 Chapter Board Member Travel | $600.00 |
| 3405 Legislation and Education | |
| 34-165 Postage | 40.00 |
| 34-175 Printing/Copying | 50.00 |
| 34-205 Telephone | 20.00 |
| 34-215 Transportation | 200.00 |
| 34-225 Plane Fare | 450.00 |
| Total 3405 Legislation and Education | $760.00 |
| 3905 National TRIO Day | |
| 39-105 Meals - Breakfast | 750.00 |
| 39-115 Meals - Lunch | 1,750.00 |
| 39-175 Printing | 300.00 |
| 39-195 Supplies | 1,925.00 |
| 39-215 Mileage | 100.00 |
| 39-245 Misc. (copies of Proclamation) | 100.00 |
| 39-55 Facility Rental | 1,000.00 |
| 39-65 Honorarium/Entertainment | 200.00 |
| 39-75 Honorariums - Speakers | 200.00 |
| 39-85 Hospitality | 100.00 |
| Total 3905 National TRIO Day | $6,425.00 |
| 4105 NorCal Member Services | |
| 41-175 Printing | 50.00 |
| 41-195 Supplies | 100.00 |
| 41-235 Workshop Supplies | 50.00 |
| Total 4105 NorCal Member Services | $200.00 |
| 4205 Parent Empowerment Conference | |
| 42-105 Meal - Breakfast | |
| 42-115 Meal - Lunch | |
| 42-195 Supplies | 0.00 |
| 42-45 Equipment | 0.00 |
| 42-75 Honorarium - Speaker | 0.00 |
| Total 4205 Parent Empowerment Conference | $0.00 |
| 4305 Public Relations | |
| 43-165 Postage | 25.00 |
| 43-175 Printing | 50.00 |
| 43-205 Telephone | 20.00 |
| Total 4305 Public Relations | $95.00 |
| 4505 Fund Development Expense | |
| 45-195 Supplies | 37.00 |
| 45-25 Cost of Merchandise | 400.00 |
| Total 4505 Fund Development Expense | $437.00 |
| 4705 Scholarship | |
| 47-165 Postage | 50.00 |
| 47-175 Printing | 50.00 |
| 47-25 Scholarship Award (6 @ $500.00 & 1 @ $1200) | 4,200.00 |
| Total 4705 Scholarship | $4,300.00 |
| 6505 Professional Development | |
| 65-115 Meals-Lunch | 3,000.00 |
| 65-155 Reception | 1,500.00 |
| 65-165 Postage | 50.00 |
| 65-175 Printing | 100.00 |
| 65-185 Refunds | 100.00 |
| 65-195 PDS - Supplies | 500.00 |
| 65-235 Workshop Supplies | 25.00 |
| 65-245 Miscellaneous (Site Review) | 50.00 |
| 65-45 Equipment Rental | 800.00 |
| 65-55 Facility Rental | 500.00 |
| 65-65 Honorariums-Entertainers | 200.00 |
| 65-75 Speakers | 500.00 |
| 65-85 Hospitality | 100.00 |
| 65-95 Lodging | 300.00 |
| Total 6505 Professional Development | $7,725.00 |
| Budget | |
| 7105 Student Leadership | |
| 71-105 Meals-Breakfast | 500.00 |
| 71-115 Meals-Lunch | 2,300.00 |
| 71-175 Printing/Duplication (Program Material) | 200.00 |
| 71-195 Supplies (T-shirts) | 2,000.00 |
| 71-235 Workshop Supplies | 250.00 |
| 71-45 Equipment | 200.00 |
| 71-55 Facility Rental | 50.00 |
| 71-65 Honorariums - Entertainers | 100.00 |
| 71-75 Speaker Honorarium | 300.00 |
| 71-85 Hospitality | 500.00 |
| Total 7105 Student Leadership | $6,400.00 |
| 7205 Professional Grant Workshops | |
| 72-105 Breakfast | 0.00 |
| 72-15 Advertising | 0.00 |
| 72-175 Printing | 0.00 |
| 72-195 Supplies | 0.00 |
| 72-45 Equipment | 0.00 |
| 72-75 Honorarium - Speaker | 0.00 |
| Total 7205 Professional Grant Workshops | $0.00 |
| Total Expenses | $29,837.00 |
| Net Income | $0.00 |
Respectfully submitted by:
Samuel Blanco III, President
Northern California Chapter
