Embed Size (px)
Citation preview
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#
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
OrStudent Government Accounting
332 Kerckhoff HallOpen from 9:00am – 5:00pm
Monday - [email protected]
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
