IEEE Robotics and Automation Society Xiaoping Yun – Tony MaciejewskiSendai, Japan, Oct 3, 2004 Financial Activities Report Sendai, Japan Oct 3, 2004 Xiaoping

IEEE Robotics and Automation SocietyIEEE Robotics and Automation Society

Xiaoping Yun – Tony MaciejewskiSendai, Japan, Oct 3, 2004

Financial Financial ActivitiesActivities Report ReportFinancial Financial ActivitiesActivities Report Report

Sendai, JapanSendai, JapanOct 3, 2004Oct 3, 2004

Xiaoping YunXiaoping YunTreasurerTreasurer

Tony MaciejewskiTony MaciejewskiVP for FinanceVP for Finance

Sendai, JapanSendai, JapanOct 3, 2004Oct 3, 2004

Xiaoping YunXiaoping YunTreasurerTreasurer

Tony MaciejewskiTony MaciejewskiVP for FinanceVP for Finance



OutlineOutlineOutlineOutline

Financial Status – Xiaoping Yun

Proposals with Financial Impact – Tony Maciejewski

Business Plan – Dick Volz



Summary of Income and Summary of Income and ExpensesExpenses

(All numbers in $1,000)(All numbers in $1,000)

Summary of Income and Summary of Income and ExpensesExpenses

(All numbers in $1,000)(All numbers in $1,000)

2004 Budget

Aug 2004 Actual

2004 Budget

Aug 2004 Actual

2004 Budget

Aug 2004 Actual

Investment Return 0.0 0.0 0.0 0.0 0.0 0.0Periodicals 844.1 587.5 544.7 380.0 299.4 207.5Conferences 1,128.9 796.0 755.7 648.7 373.2 147.3IEEE Administration 0.0 0.0 345.4 142.2 (345.4) (142.2)AdCom and Related 0.0 0.0 162.0 80.9 (162.0) (80.9)Others 1.6 0.0 3.8 2.5 (2.2) (2.5)Total 1,974.6 1,383.5 1,811.6 1,254.3 163.0 129.2

Income Expenses Net Surplus



2004 Budget 8/2004 Actuals

Subscriptions -- Member 38.7 31.6Subscriptions -- Nonmember Individual 149.9 152.4Subscriptions -- All-Society Periodical Package 282.0 143.2Voluntary Page Charges 6.5 9.5Mandatory Overlength Page Charges 36.0 21.3Other 3.2 5.9

Subtotal: 516.3 363.9T-ASE

Subscriptions -- Member 3.6 3.4Subscriptions -- Nonmember Individual 2.4 0.0Subscriptions -- All-Society Periodical Package 0.0 0.0Voluntary Page Charges 1.2 0.0Mandatory Overlength Page Charges 3.6 0.0Other 2.4 0.6

Subtotal: 13.2 4.0Magazine

Subscriptions -- Member fee 103.6 95.4Subscriptions -- Nonmember Individual 27.0 25.2Subscriptions -- All-Society Periodical Package 140.6 71.4Advertising 41.2 15.7Others 0.0 10.6

Subtotal 312.4 218.32.2 1.3

844.1 587.5

T-ROPeriodicals Income

Total Periodicals IncomePeriodicals Related



Summary of Income and ExpSummary of Income and ExpSummary of Income and ExpSummary of Income and Exp

2004 Budget

Aug 2004 Actual

2004 Budget

Aug 2004 Actual

2004 Budget

Aug 2004 Actual





2004 Budget 8/2004 ActualsT-RO 249.9 186.4

T-ASE 116.4 71.0

Magazine 217.0 118.9

Periodicals Related (38.6) 3.7

Total Periodicals Expenses 544.7 380.0

Periodicals Expenses




2004 Budget

Aug 2004 Actual

2004 Budget

Aug 2004 Actual

2004 Budget

Aug 2004 Actual





Conference Name Surplus

ICRA 2003 80.7IROS 2003 26.8HUMANOID 2003 18.3CIRA 2003 5.3AIM 2003 3.0MMAR 2003 1.5MFI 2003 0.7G&A fees and others 11.0

Total 147.3

Conference Net Surplus




2004 Budget

Aug 2004 Actual

2004 Budget

Aug 2004 Actual

2004 Budget

Aug 2004 Actual





AdCom and Other Committee Expenses

AdCom 31.1Travel to TAB meetings 17.2Awards Committee 20.0Awards HQ Expeneses 8.6Others 4.0

Total 80.9




2004 Budget

Aug 2004 Actual

2004 Budget

Aug 2004 Actual

2004 Budget

Aug 2004 Actual





Proposals with Financial ImpactProposals with Financial ImpactProposals with Financial ImpactProposals with Financial Impact Technology commercialization award

Support for chapter activities

Free* workshops/tutorials for students

Bundled registration

School of robotics science

IAB forum on innovation and entrepreneurship

Robotics technology roadmap

IAB operating budget

Rollover of TASE promotion budget



IEEE Initiatives vs Unbudgeted IEEE Initiatives vs Unbudgeted ExpensesExpenses

IEEE Initiatives vs Unbudgeted IEEE Initiatives vs Unbudgeted ExpensesExpenses

Societies are not allowed to spend their reserves Societies are not allowed to spend their reserves EXCEPT for initiatives approved by IEEE in April for EXCEPT for initiatives approved by IEEE in April for the following year.the following year.

Proposals for activities in the current year must not Proposals for activities in the current year must not cause the current year expenses to exceed income.cause the current year expenses to exceed income.

Societies are not allowed to spend their reserves Societies are not allowed to spend their reserves EXCEPT for initiatives approved by IEEE in April for EXCEPT for initiatives approved by IEEE in April for the following year.the following year.

Proposals for activities in the current year must not Proposals for activities in the current year must not cause the current year expenses to exceed income.cause the current year expenses to exceed income.



Technology Commercialization Technology Commercialization AwardAward

Technology Commercialization Technology Commercialization AwardAward

$1K award to best ICRA paper that “demonstrates the commercialization $1K award to best ICRA paper that “demonstrates the commercialization of fundamental robotics and automation technology resulting in the of fundamental robotics and automation technology resulting in the development and sale of a product by a commercial entity”development and sale of a product by a commercial entity”

Sponsored by RAS until a commercial sponsor is identified up to a Sponsored by RAS until a commercial sponsor is identified up to a maximum of five yearsmaximum of five years

VP for Technical Activities and VP for Industrial Activities appoint the VP for Technical Activities and VP for Industrial Activities appoint the award committeeaward committee

$1K award to best ICRA paper that “demonstrates the commercialization $1K award to best ICRA paper that “demonstrates the commercialization of fundamental robotics and automation technology resulting in the of fundamental robotics and automation technology resulting in the development and sale of a product by a commercial entity”development and sale of a product by a commercial entity”

Sponsored by RAS until a commercial sponsor is identified up to a Sponsored by RAS until a commercial sponsor is identified up to a maximum of five yearsmaximum of five years

VP for Technical Activities and VP for Industrial Activities appoint the VP for Technical Activities and VP for Industrial Activities appoint the award committeeaward committee



Support for Chapter ActivitiesSupport for Chapter ActivitiesSupport for Chapter ActivitiesSupport for Chapter Activities

To be submitted by Membership Activities To be submitted by Membership Activities Board as IEEE initiative for 2006 (if not Board as IEEE initiative for 2006 (if not approved then funding requested from approved then funding requested from AdCom)AdCom)

$10K per year for two years$10K per year for two years

Chapters can submit proposal with up to a Chapters can submit proposal with up to a $1K budget for support of activities, e.g., $1K budget for support of activities, e.g., mini-symposiummini-symposium

To be submitted by Membership Activities To be submitted by Membership Activities Board as IEEE initiative for 2006 (if not Board as IEEE initiative for 2006 (if not approved then funding requested from approved then funding requested from AdCom)AdCom)

$10K per year for two years$10K per year for two years

Chapters can submit proposal with up to a Chapters can submit proposal with up to a $1K budget for support of activities, e.g., $1K budget for support of activities, e.g., mini-symposiummini-symposium



Bundled Registration for Bundled Registration for Students at ICRAStudents at ICRA

Bundled Registration for Bundled Registration for Students at ICRAStudents at ICRA

Allow students to join IEEE and RAS at a reduced rate when Allow students to join IEEE and RAS at a reduced rate when registering for ICRA (starting in 2005).registering for ICRA (starting in 2005).

Proposed advance student registration fees:Proposed advance student registration fees:

– Member : $ X

– Non-member: $ X+15

– Instant RAS Member: $ X+25 IEEE membership is $15; RAS retains $10 (half of the cost of IEEE membership is $15; RAS retains $10 (half of the cost of

providing the magazine)providing the magazine) Estimated financial impact: $4K Estimated financial impact: $4K

Allow students to join IEEE and RAS at a reduced rate when Allow students to join IEEE and RAS at a reduced rate when registering for ICRA (starting in 2005).registering for ICRA (starting in 2005).

Proposed advance student registration fees:Proposed advance student registration fees:

– Member : $ X

– Non-member: $ X+15

– Instant RAS Member: $ X+25 IEEE membership is $15; RAS retains $10 (half of the cost of IEEE membership is $15; RAS retains $10 (half of the cost of

providing the magazine)providing the magazine) Estimated financial impact: $4K Estimated financial impact: $4K



Free* Workshops/Tutorials for Free* Workshops/Tutorials for Students at ICRAStudents at ICRA

Free* Workshops/Tutorials for Free* Workshops/Tutorials for Students at ICRAStudents at ICRA

Charge RAS student members only $10 to Charge RAS student members only $10 to attend tutorials and workshopsattend tutorials and workshops

Financial impact: $4K based on IROS 2002 Financial impact: $4K based on IROS 2002 tutorial/workshop statisticstutorial/workshop statistics

Implemented as part of conference organizer Implemented as part of conference organizer budgetbudget

Instant student member proposal could double Instant student member proposal could double the number of eligible RAS student membersthe number of eligible RAS student members

Charge RAS student members only $10 to Charge RAS student members only $10 to attend tutorials and workshopsattend tutorials and workshops

Financial impact: $4K based on IROS 2002 Financial impact: $4K based on IROS 2002 tutorial/workshop statisticstutorial/workshop statistics

Implemented as part of conference organizer Implemented as part of conference organizer budgetbudget

Instant student member proposal could double Instant student member proposal could double the number of eligible RAS student membersthe number of eligible RAS student members



School of Robotics ScienceSchool of Robotics ScienceSchool of Robotics ScienceSchool of Robotics Science

First summer school was held July 19-23, 2004First summer school was held July 19-23, 2004

Approved budget from RAS was not used due to financial Approved budget from RAS was not used due to financial

support from SAIC and EURONsupport from SAIC and EURON

Propose IEEE Initiative for $10K/year for three yearsPropose IEEE Initiative for $10K/year for three years

($10K/year will also be solicited from IFRR)($10K/year will also be solicited from IFRR)

First summer school was held July 19-23, 2004First summer school was held July 19-23, 2004

Approved budget from RAS was not used due to financial Approved budget from RAS was not used due to financial

support from SAIC and EURONsupport from SAIC and EURON

Propose IEEE Initiative for $10K/year for three yearsPropose IEEE Initiative for $10K/year for three years

($10K/year will also be solicited from IFRR)($10K/year will also be solicited from IFRR)



Forum on Innovation and Forum on Innovation and EntrepreneurshipEntrepreneurship

Forum on Innovation and Forum on Innovation and EntrepreneurshipEntrepreneurship

IEEE/IFR Special Forum on "Innovation and Entrepreneurship in Robotics IEEE/IFR Special Forum on "Innovation and Entrepreneurship in Robotics

and Automation" to be held in conjunction with ICRA’05and Automation" to be held in conjunction with ICRA’05

Includes “Innovation Awards”, “Entrepreneurship Awards”, and plenary Includes “Innovation Awards”, “Entrepreneurship Awards”, and plenary

speakers to be funded by commercial sponsorsspeakers to be funded by commercial sponsors

$2K is requested for administrative costs and production of promotional $2K is requested for administrative costs and production of promotional

materialsmaterials

IEEE/IFR Special Forum on "Innovation and Entrepreneurship in Robotics IEEE/IFR Special Forum on "Innovation and Entrepreneurship in Robotics

and Automation" to be held in conjunction with ICRA’05and Automation" to be held in conjunction with ICRA’05

Includes “Innovation Awards”, “Entrepreneurship Awards”, and plenary Includes “Innovation Awards”, “Entrepreneurship Awards”, and plenary

speakers to be funded by commercial sponsorsspeakers to be funded by commercial sponsors

$2K is requested for administrative costs and production of promotional $2K is requested for administrative costs and production of promotional

materialsmaterials



Technology Roadmap for Robotics and Technology Roadmap for Robotics and AutomationAutomation

Technology Roadmap for Robotics and Technology Roadmap for Robotics and AutomationAutomation

Generate and continuously update a technology roadmap for Generate and continuously update a technology roadmap for

robotics and automationrobotics and automation

$3K is requested to support initial technology roadmap taskforce $3K is requested to support initial technology roadmap taskforce

workshop in Korea on service robotsworkshop in Korea on service robots

most of the cost of the workshop will be covered by the support most of the cost of the workshop will be covered by the support

of Korean Intelligent Robot Association of Korean Intelligent Robot Association

Generate and continuously update a technology roadmap for Generate and continuously update a technology roadmap for

robotics and automationrobotics and automation

$3K is requested to support initial technology roadmap taskforce $3K is requested to support initial technology roadmap taskforce

workshop in Korea on service robotsworkshop in Korea on service robots

most of the cost of the workshop will be covered by the support most of the cost of the workshop will be covered by the support

of Korean Intelligent Robot Association of Korean Intelligent Robot Association



IAB Operating BudgetIAB Operating BudgetIAB Operating BudgetIAB Operating Budget

$5K requested for travel, publication, and $5K requested for travel, publication, and

administrative costs associated with Industrial administrative costs associated with Industrial

Activities Board for 2005Activities Board for 2005

$5K requested for travel, publication, and $5K requested for travel, publication, and

administrative costs associated with Industrial administrative costs associated with Industrial

Activities Board for 2005Activities Board for 2005



Rollover of TASE Promotion Rollover of TASE Promotion BudgetBudget

Rollover of TASE Promotion Rollover of TASE Promotion BudgetBudget

$25K budgeted in 2004 for TASE advertising and $25K budgeted in 2004 for TASE advertising and promotionpromotion

Request to carryover unexpended portion for use in Request to carryover unexpended portion for use in 20052005

To be used for mailing 2005 issue of TASE to all RAS To be used for mailing 2005 issue of TASE to all RAS membersmembers

No additional financial expense – likely increase in No additional financial expense – likely increase in TASE subscriptionsTASE subscriptions

$25K budgeted in 2004 for TASE advertising and $25K budgeted in 2004 for TASE advertising and promotionpromotion

Request to carryover unexpended portion for use in Request to carryover unexpended portion for use in 20052005

To be used for mailing 2005 issue of TASE to all RAS To be used for mailing 2005 issue of TASE to all RAS membersmembers

No additional financial expense – likely increase in No additional financial expense – likely increase in TASE subscriptionsTASE subscriptions



Business Plan Business Plan Business Plan Business Plan

Documents

IEEE Robotics and Automation Society Xiaoping Yun – Tony MaciejewskiSendai, Japan, Oct 3, 2004 Financial Activities Report Sendai, Japan Oct 3, 2004 Xiaoping