asucla undergraduate students association 2010-2011 student government operational budget workshop...

ASUCLA

UNDERGRADUATE STUDENTS ASSOCIATION

2010-2011STUDENT GOVERNMENT OPERATIONAL BUDGET

WORKSHOP(SGOF)

USA SGOF BUDGET PROCESS

The Budgeting Process for USA shall occur in three phases.

Phase 1: The Original USA Overhead Budget - approved in Spring, 2010.

Phase 2: Student Government Operational Fund – For USA Elected Offices. Process starts in August 2010 and ends in July 2011 – allocations will be for the entire fiscal year (August 1, 2010 to July 31, 2011).

Phase 3: Student Organizations Operational Fund – For Organizations. Process starts Fall Quarter (Main SOOF) – October, 2010; 2nd SOOF – Winter Quarter 2011 through the end of January, 2011.

This budget workshop. . .

is primarily designed

to get Student Government

prepared for the budget process.

USA FUNDING SOURCES

Mandatory Membership FeesBased on Projected Enrollment figures fromUCLA Office of Analysis and Information Management

Interest IncomeBased on ASUCLA estimates

2010-2011

PROJECTED ENROLLMENT

FALL 2010 WINTER 2011 SPRING 2011

GENERAL CAMPUS 26,580 25,500 24,405

HEALTH SCIENCES 245 225 220

TOTAL PER QUARTER 26,580 25,500 24,405

TOTAL 2010-2011 ENROLLMENT:   76,485

TOTAL 2010-2011 3 QUARTER AVERAGE   25,633

UNDERGRADUATE STUDENTS ASSOCIATION

2010-2011 PROJECTIONS INTEREST

AVERAGE DEPOSITS

EXPECTED RETURN TOTAL

$247,966 X 1.0% = $2,479

UNDERGRADUATE STUDENTS ASSOCIATION

Undergraduate Students Association

NET BUDGETABLE INCOME

2010-2011

TOTAL BUDGETABLE INCOME$3,800,729

LESS: OFFICES/COMMISSIONS/PROGRAMMING EXPENSES

Entertainment Fees, Academic Affairs Commission Fees,

Community Service Commission Fees, Student Welfare Fees,

External Vice President Fees, USAC Contingency 10%, USAC

Programming Fees, USAC Community SVC Prog Fees, UCSA

Contribution, UCSA & USSA Travel and TGIF

$1,220,123

LESS: USER FEES

Campus Retention Committee Fees, Community Activity Committee Fees,

Student Initiated Access Committee, Community Programs Office Fee,

Student Risk Education Committee Fee

$1,815,756

LESS: USA OVERHEAD $548,926

2010-2011

USA OVERHEAD BUDGET

• OFFICERS' STIPENDS• USA SECRETARY• PAYROLL TAX / WORKERS

COMPENSATION• ADMINISTRATIVE & SUPPORT

SERVICES• MAINTENANCE• UTILITIES• JUDICIAL BOARD• FINANCE COMMITTEE• BUDGET REVIEW / CS MINI FUND

• ELECTION BOARD• RETREATS &

INSTALLATION• COMPULSORY FEE

REFUND• BANK CARD FEES• BANK CHARGES• GENERAL

NOTIFICATION ADVERTISING

• KERCKHOFF TELEPHONES

TOTAL $548,926

USA Mandatory Membership Fees2009-2010Breakdown of Fees Amount Total%

Membership Fees $10.00 20.1% Entertainment Fees $ 4.00 8.10% Commission Specific Fees $ 4.56 9.20% Program Specific Fees $ 3.00 6.00% University Administered Fees $17.74 35.7% UCSA Contribution $ .97 2.0% UCSA and USSA Travel Fees $ .19 0.4% The Green Initiative Fund Fee $ 3.00 6.90% The Pledge Fee $ 6.20 12.00%

TOTAL FEES PER QUARTER $49.66 100.00%

Undergraduate Students AssociationNET BUDGETABLE INCOME

2010-2011

TOTAL NET BUDGETABLE FUNDS

$169,662

20% Student Government Operations Fund $ 33,932

80% Student Organizations Operations Fund $135,730

Budget Preparation

Review a calendar of the upcoming year to help determine your needs.

Group expenses by category (include assistance, office supplies, graphic services (flyers), Daily Bruin advertising, retreats, meetings and conferences).

Budget AssumptionsTo ensure that all budgets are developed on a consistent basis

Description of Organization Group NarrativesStatement of Campus ValueStatement of Purpose and Objections

Quality of PresentationPromptnessKnowledge of OrganizationDemonstrate Fund Management

Budget Assumptions-

continued To ensure that all budgets are developed on a consistent basis

Other Funding SourcesAll known sources of funding must be

identified(Membership Fees, Co-Programming, Donations,

fundraising

Number of Students ServedNumber of students involved in the organization

or in the production of the programNumber of students benefited by the organization

or program

Budget Assumptions-

continued

USAC Criteria

Minimum CriteriaBudget Review Committee Criteria

Assistance Budget

Enter the name of each stipend position from your Organization on a separate line.

Stipend individuals must meet all eligibility requirements as outlined by the USAC Constitution and Bylaws.

See http://usac.ucla.edu Click on Guiding Documents Click on Governing Documents to review

the USA Bylaws

 LINE ITEM

2010-2011

BUDGETREQUESTED

Assistance (Stipend Positions)  

Supplies (Includes items needed to RUN your office)  

Graphics (Operational purposes, only)  

Advertising (Student Media) (For recruitment; not for programs)  

Retreats, Meetings & Conferences  

TOTAL  

LINE ITEM TOTALS

Retreats, Meetings and Conferences Part 1 - Summary List each planned retreat, meeting and conference for the upcoming year

NAME OF RETREAT/MEETING/CONFERENCE

DATE LOCATION TOTAL COST

TOTAL REQUESTED

Please submit Part 2 for each planned retreat, meeting and conference for the year listed above.

CURRENT YEAR (8/1/10 – 5/31/11)

ASSOCIATED STUDENTS UCLAUNDERGRADUATE STUDENTS ASSOCIATION

STUDENT ORGANIZATIONS OPERATIONAL FUNDAPPROVAL AND COVER PAGE

2010-2011

PRINT OFFICER’S NAMESIGNATURE OF OFFICER DATE

PRINT OFFICER’S POSITION

PHONE#

EMAIL

ALTERNATE OR SUMMER CONTACT

ALTERNATE PHONE#

ALTERNATE EMAIL

CHECKLIST

SIGNATURES (OFFICER AND ADVISOR)

DESCRIPTION OF ORGANIZATION

STATEMENT OF CAMPUS VALUE

LINE ITEM TOTALS

BUDGET WORKSHEETS AND NARRATIVES

ATTACH ALTERNATE SOURCES OF FUNDING SHEET

MEET CSP ADVISOR NO LATER THAN 2 DAYS BEFORE DEADLINE TO REVIEW APPLICATION

MAKE 1 COPY OF APPLICATION FOR SUBMISSION (SUBMIT 2 COPIES, THE ORIGINAL AND 1 COPY)

PRINT CSP ADVISOR’S NAME PHONE SIGNATURE OF CSP ADVISOR

BUDGET REVIEW DIRECTOR

( )

BUDGET REVIEW DIRECTOR SIGNATURE

THANK YOU!

Please feel free to contact:

The Budget Review DirectorTBD

budgetreview@gmail.com310.206.2422

OrStudent Government Accounting

332 Kerckhoff HallOpen from 9:00am – 5:00pm

Monday - Fridaydsimmons@asucla.ucla.edu

310.825.3662

Information for SGOF is available on the USAC Web

Site

http://usac.ucla.edu Click on: Funding Documents

Select: Student Government Operational Fund

Application (DOC) Budget Assumptions & Information (DOC) Budget Workshop (PPT) Score Sheet (DOC) Evaluation Form (DOC) Frequently Asked Questions (DOC)

All Proposals DUE on July 14, 2010 by 5PM

* Make 1 copy of your proposal * Submit your original proposal to (and KEEP a COPY for YOURSELF)

Student Government Accounting office, 332 Kerckhoff Hall * Time-stamp the original proposal

* Sign-up for a Hearing Time on Monday/Tuesday, July 19-20, 2010 between 6:00pm – 11:00pm