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Budgets submitted to National must use the WebView report template and be provided in an Excel format, following a strict deadline with no extensions. The instructions define risks of late submissions, required email delivery details, and how to choose monthly versus annual budget formats. They also explain allocation rules by general ledger account numbers and outline how to prepare WebView exports, add required columns, and build Excel formulas to validate ties and surplus or deficit accuracy.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/budget-template-and-submission-instructions-chapter-budget/242385/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/budget-template-and-submission-instructions-chapter-budget/242385.png","ImageObject",442,249,{"name":88,"@type":89},"Đào","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-07","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",7,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"How should a chapter budget be submitted to National?","Question",{"text":109,"@type":110},"The budget must use the WebView report template and be submitted in Excel format. The completed Excel budget should be emailed, and the chapter name must be included in the subject line.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"What happens if the chapter does not submit an approved budget by the deadline?",{"text":114,"@type":110},"Failure to submit an approved budget by the deadline results in suspension of the Finance Department’s responsibilities, including processing chapter invoices (Accounts Payable). No extensions are approved.",{"name":116,"@type":107,"acceptedAnswer":117},"What rules apply when allocating budget dollars in the Excel file?",{"text":118,"@type":110},"Budget dollars must be allocated to general ledger account numbers, not to account headings, sub-headings, or descriptions. 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See instructions on page 3. Please note that chapters are free to use other customized reports of their own for completion of a budget and presentation to your Board.\u003Cbr>Budget Submission Deadline:\u003Cbr>– Budgets are due to National on or before January 31, 20XX.\u003Cbr>– No extensions will be approved.\u003Cbr>– The chapter budget is the authorization to pay the chapter’s invoices. Per the Chapter Financial Management and Administration Policy, failure to submit an approved budget by the deadline will result in suspension of the Finance Department’s responsibilities. This includes the processing of chapter invoices (Accounts Payable) .\u003Cbr>– Email the completed budget in the excel format [to](to finance@appraisalinstitute.org. Please)[ ](to finance@appraisalinstitute.org. Please)[finance@appraisalinstitute.org.](to finance@appraisalinstitute.org. Please)[ Please](to finance@appraisalinstitute.org. Please) include your chapter name in the subject line.\u003Cbr>Please review the Notes and Best Practices below prior to starting the budget process.\u003Cbr>Notes and Best Practices:\u003Cbr>– Determine the format to be used for your chapter budget-Monthly vs. Annual\u003Cbr>• The format selected will determine how the budget dollars will appear on the financial reports for the chapter.\u003Cbr>• A monthly budget format will show the year-to-date budget dollars depending on the month areport is run – i.e., an income statement run as of 7/31/2021 will show budget dollars allocated through the month of July.\u003Cbr>• Monthly budgets allow for discrepancies and changes to be more easily identified throughout the year.\u003Cbr>• For membership dues, revenue is allocated monthly over the calendar year of the dues invoice.\u003Cbr>• Education revenue and expense is recorded in the month the program is held.\u003Cbr>• An annual budget format will show the full year’s budget dollars for any month’s financial report.\u003Cbr>– Review budget decisions and updates from National that will affect the chapter budget process, such as:\u003Cbr>• Membership dues and fees increases, including Candidate and Practicing Affiliate funding\u003Cbr>• Education license and state certification fees\u003Cbr>• CFMAP administration fees\u003Cbr>– Program 1001 Professional Dues and Fees: With the transition to NetForum, ALL designated dues (MAI, SRA, etc. ) are included in one general ledger account number – 3000.1001. The following account numbers are the only GL account numbers that are in use for dues and fees budgeting purposes. |  |\n| --- | --- |\n| • 3000.1001\u003Cbr>• 3030.1001\u003Cbr>• 3040.1001\u003Cbr>• 3041.1001\u003Cbr>• 3072.1001 | ALL Designated Member Dues Candidate for Designation Dues Affiliates – Practicing\u003Cbr>Affiliates – Non-Practicing Late Payment Fee |\n\n– Program 2105 Professional Development Education: The Professional Development education program was discontinued during the transition to netForum. All Professional Development courses are now a part of Continuing Education – Program 2103.  \n– Allocating Budget Dollars: Budget dollars must be allocated to general ledger account numbers, not the account headings, sub-headings, or descriptions. See example below.  \n– Budget Resources:  \n• WebView Reports – Use a current year Income Statement and Balance Sheet to determine total dues collected for the current year.  \n• NetForum Reports – the following reports can be found in the Chapter Portal in netForum:  \no Chapter Event Financial Report – review report for each event  \no Chapter Membership Counts Report  \no Monthly/Quarterly Remittance Reports – use to determine prior year payments and timing for Online Education Revenue Sharing, Candidate and Practicing Affiliate funding.  \n• Program Fee Schedule  \no Located in Chapter Portal>Chapter Business Tools>Education  \no Includes all license and administrative fees incurred for National education by course and seminar.  \no Make adjustments to include any ","cbCaio7Y8AQ0XM9g","https://ap.wps.com/l/cbCaio7Y8AQ0XM9g","pdf",227792,"English","# Budget Submission Deadline\n## Submission method and consequences\n# Notes and Best Practices\n## Monthly vs. annual budget formats\n## Budget updates affecting the process\n## Program-specific dues and fee guidance\n# Allocating Budget Dollars and Resources\n## WebView and NetForum reporting sources\n## Program fee schedule location\n# Instructions for WebView Budget Template\n## Step I: Export and set period end date\n## Step II: Add formulas and validate totals","[{\"question\":\"How should a chapter budget be submitted to National?\",\"answer\":\"The budget must use the WebView report template and be submitted in Excel format. The completed Excel budget should be emailed, and the chapter name must be included in the subject line.\"},{\"question\":\"What happens if the chapter does not submit an approved budget by the deadline?\",\"answer\":\"Failure to submit an approved budget by the deadline results in suspension of the Finance Department’s responsibilities, including processing chapter invoices (Accounts Payable). No extensions are approved.\"},{\"question\":\"What rules apply when allocating budget dollars in the Excel file?\",\"answer\":\"Budget dollars must be allocated to general ledger account numbers, not to account headings, sub-headings, or descriptions. The workbook then requires formulas so revenues, expenses, and the final surplus or deficit tie out correctly.\"}]","Budget Template and Submission Instructions - Chapter Budget | PDF"]