Section 515.2 - Mwr-Annual Budgets(a) Annual Budget Preparation and Submission Process.(1) In the second quarter of the fiscal year, the Headquarters Homes Division leadership shall provide the MWR Advisory Committees and the MWR Financial Manager in each of the Veterans Homes with the amount of their respective allocation, and direct the committees to begin planning their Veterans Home's budget for the subsequent fiscal year.(2) The Headquarters Homes Division leadership shall submit to the Veterans Home Administrator and the MWR Financial Manager the budget submission packet for use in compiling the budget.(3) The budget submission packet shall include:(A) A budget memorandum from the Veterans Home's Administrator, on the Veterans Home's official letterhead, to the Secretary, specifying the amount of the Veterans Home's subsequent fiscal year allocation and the amounts of the Veterans Home's proposed budget.(B) The Budget Worksheet, enumerating alphabetically each proposed category to be funded and the sum of all proposed categories. The Budget Worksheet shall include signatures blocks for the Veterans Home's MWR Advisory Committee Chairperson, MWR Financial Manager, and the Veterans Home's Administrator.(C) The Budget Category & Account Information Worksheet, enumerating each proposed account line sequentially listed under each alphabetically enumerated category identified on the Budget Worksheet. The Budget Category & Information Worksheet shall include signature blocks for the MWR Programs Chief, the MWR Financial Manager, and the Veterans Home's Administrator.(D) The Funding Explanations for each of the proposed account lines under all categories. Each account line shall include an explanation to describe the purpose of the funding and how it directly relates to the morale, welfare, and recreation of the Veterans Home members.1. The funding explanations document shall include a thorough description of the proposed funded item(s), quantity of proposed item(s), projected cost(s) of item(s), and anticipated duration of use. If the proposed funded item is a service, it shall identify the service provider, describe the purpose of the service, and the anticipated duration of service.2. The funding explanations document shall include a projection of the total number of Veterans Home members expected to benefit from the each of the account lines.(4) In the second quarter of the fiscal year, the MWR Advisory Committee may begin soliciting input from the Veterans Home's member community for the subsequent fiscal year's budget. During this time, the committee shall review, evaluate, and act on input provided by the Veterans Home's member community for inclusion in the Veterans Home's proposed budget. During this time, the MWR Advisory Committee shall endorse and submit prioritized considerations for the Veterans Home's proposed budget to the MWR Financial Manager and the MWR Programs Chief. The MWR Financial Manager shall prepare the proposed budget categories based on the prioritized input from the MWR Advisory Committee. The MWR Financial Manager shall ensure all proposed categories do not exceed the total allocation amount authorized for the Veterans Home.(5) By the end of the third quarter of the fiscal year, the MWR Advisory Committee shall have reviewed and evaluated the input of the Veterans Home's member community to ensure that the proposed expenditures are appropriate. The MWR Financial Manager and the MWR Programs Chief shall then prepare the budget submission packet materials for submission to the Headquarters Homes Division leadership.(6) In the first month of the fourth quarter of the fiscal year, the Veterans Home Administrator shall electronically submit to the Secretary a final proposed budget packet that has been approved by the MWR Advisory Committee for review. If by the first month of the fourth quarter, the MWR Advisory Committee has not arrived at a consensus as to the content of the final proposed budget, the Administrator may submit the budget on behalf of the MWR Advisory Committee as a final budget proposal.(7) During the interim from the second quarter of the fiscal year to the first month of the fourth quarter, the MWR Advisory Committee shall meet no less than twice a month until a final proposed budget is created. If the MWR Advisory Committee fails to achieve a balanced final proposed budget within this period of time, the Veterans Home's Administrator shall submit the proposed budget on behalf of the MWR Advisory Committee to the Headquarters Homes Division leadership, as an approved final proposed budget.(A) If a majority of the members on the MWR Advisory Committee disagree with the final proposed budget, they shall submit a letter to the Secretary expressing their reasons for disagreement with the final submission. This letter shall include: 1. A concise explanation detailing the nature of the disagreement, including any fiscal impact.2. Recommendations for resolving the disagreement with the final proposed budget submission, including a cost analysis of any alternatives.3. The signatures of the members in disagreement.(8) In the third month of the fourth quarter of the fiscal year, after the Headquarters Homes Division leadership approves the Veterans Home's final proposed budget submission, the Veterans Homes shall submit two signed copies of the entire budget submission packet. This packet will be signed by the Veterans Home's Administrator, the MWR Financial Manager, the MWR Programs Chief, and the Veterans Home's MWR Advisory Committee Chairperson.(9) The Headquarters Homes Division leadership shall sign the Veterans Home's budget submission packet and keep one copy on file, and return the second copy to the Veterans Home to be conspicuously posted in a public place. The signed copy of the budget submission packets will suffice as evidence of a completed Headquarters Homes Division leadership approved budget.(10) Each Veterans Home shall submit a detailed accounting of the revenues and costs associated with locally-generated moneys. The report shall allow the Headquarters Homes Division to determine the amounts deposited into and expended from the MWRO Fund each fiscal year.(b) Budget Modifications.(1) During the fiscal year, the Veterans Home may make budget changes, not to exceed the annual allocation for the affected fiscal year.(2) The MWR Advisory Committee shall have the opportunity to review and make recommendations on proposed budget changes to the approved budget.(3) Proposed budget changes from one category to another category, must be approved in writing by the Headquarters Homes Division leadership prior to any changes taking effect.(4) Proposed budget changes within an individual category in the approved budget must be authorized by the Veterans Home Administrator in writing prior to any changes taking effect.Cal. Code Regs. Tit. 12, § 515.2
1. New section filed 3-19-2019; operative 7-1-2019 (Register 2019, No. 12).
2. Change without regulatory effect amending section heading filed 5-23-2019 pursuant to section 100, title 1, California Code of Regulations (Register 2019, No. 21). Note: Authority cited: Sections 79.3 and 1047, Military and Veterans Code. Reference: Sections 1047, 1048 and 1049, Military and Veterans Code.
1. New section filed 3-19-2019; operative 7/1/2019 (Register 2019, No. 12).
2. Change without regulatory effect amending section heading filed 5-23-2019 pursuant to section 100, title 1, California Code of Regulations (Register 2019, No. 21).