Project Review

ProjectEstimateDescription
P&T - Learning Center enhancements and SLA University50,000LMS Replacement Research and Discovery to explore pre-configured LMS in the Vanilla form. Learning Center Enhancements to improve the user experience
IT - CRM Phase 350,000CRM Phase 3 - Two-way communication, Enhancements, Reports, and Dashboards
IT - Membership Services0Build the process in Salesforce to track the progress of new member onboarding, reports and Analytics. This is done completely inhouse.
L&C - SL Forms Redesign50,000Implementation of redesigned forms. This will affect all the systems.
L&C - SL2 Facilitation/Workflow150,000Facilitate sending the forms to the retailers and integrate with Docusign
CAS SoftwareSupport - All Departments100,000Support-related changes for all departments (RAPID, SLIP, Indexer, Learning Center, Website, Code Reviews & Deployments, Ad-hoc requests, etc.)
CAS Maintenance and upgrades100,000Maintenance-related tasks for all departments (AWS, upgrades, updates, data science requests, document storage management, etc.)
Total Estimate500,000

Expenses Glossary

Salaries & BenefitsGross salaries, payroll taxes, health benefits, retiree insurance, 401(K) safe harbor contribution, incentives
Temporary Helptemp help coverage over the year
InternshipIntern program designed to encourage and introduce young adults into the insurance industry (includes their housing and related conference and travel costs)
Employee RelationsWellness, Employee luncheons, town halls, team building events, holiday party, summer outing
RentBishop Ranch, Utilities, Office maintenance, housing for contractors
InsuranceGL, Property, D & O, DIC, EQ, Umbrella, Cyber, Travel & Accident, Crime, WC & EE
TaxesBR property taxes
TelecomPhone/Fax, Broadband, Hosting and Support fees
SuppliesPlants, First Aid, Office flowers, Office supplies, Computer supplies, Office snacks
Postage and DeliveryPostage, FedEx
Printing and ReproductionPrinting for brochures and newsletters
TravelEmployee and Committee travel costs
EventsBoard & Committee Meetings, CIWA, NESS, swag, etc.
Equipment RentalPrinter/Copier/Scanner, Postage machines
Computing & NetworkHardware and Software licenses and maintenance, Computing equipment repairs and maintenance
Document ManagementDataSafe storage, deconstruction, library maint.
Network SupportNetwork repairs, maintenance and support
Professional Services
ConsultingNorwood for California + Consultants
LegalContract review, regulation conformance, and labor disputes
StaffingHead hunter fees, personnel contract buyouts, recruitment fees
Accounting ServicesHood & Strong for financial statement and 401k plan audit + tax prep
Evaluation & FeesPatrick Powers Photographer, Jazz Business Consulting, Triennial audit
Marketing/Comm CampaignsTo expand the digital outreach of the SLA.
Software Support & MaintenanceInternal projects
Communications MediumsInfinity invoices for Google Analytics of our website
Professional DevelopmentTraining and Education, Conference registrations
ContributionsCIWA, CIERA, IICF, USC, Women of Wholesale, for ex.
Dues and SubscriptionsSubscription and fees for services, publishing, memberships
Membership EngagementCE course expenses, Promotional items, Advertisement
MiscellaneousMiscellaneous items purchased, includes Studio equipment for Marketing
Bank Service Charges & Interest ExpenseBank fees for investments, payroll processing, and PayPal and Finance Charges