SOOF Budget Workshop - UCLA Undergraduate Students Association

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ASUCLA
UNDERGRADUATE STUDENTS
ASSOCIATION
2011-2012
STUDENT ORGANIZATIONS
OPERATIONAL BUDGET
WORKSHOP
(SOOF)
USA SOOF BUDGET PROCESS
The Budgeting Process for USA shall occur in three
phases. All allocations will be for the entire fiscal year
(August 1, 2011 to July 31, 2012).
Phase 1: The Original USA Overhead Budget –
 Approved in Spring, 2011.
Phase 2: Student Government Operational Fund –
 For USA Elected Offices.
 Process starts in July 2011 and ends in August 2012
Phase 3: Student Organizations Operational Fund
 For Organizations.
 Main SOOF - Process starts Fall Quarter –
September 2011;
nd SOOF – Process starts Winter Quarter - January
 2
2012.
This budget workshop. . .
is primarily designed
to get Student Organizations
prepared for the budget process.
USA FUNDING SOURCES
Mandatory Membership Fees
Based on Projected Enrollment obtained from
UCLA Office of Analysis and Information
Management
Interest Income
Based on ASUCLA estimates
UNDERGRADUATE STUDENTS ASSOCIATION
2011-2012
PROJECTED ENROLLMENT
FALL 2011
WINTER 2012
SPRING 2012
GENERAL CAMPUS
26,335
25,275
24,185
HEALTH SCIENCES
245
225
220
26,580
25,500
24,405
TOTAL PER QUARTER
TOTAL 2011-2012 ENROLLMENT:
76,485
TOTAL 2011-2012 3 QUARTER AVERAGE
25,495
UNDERGRADUATE STUDENTS ASSOCIATION
2011-2012 PROJECTIONS INTEREST
AVERAGE
DEPOSITS
$879,706
EXPECTED RETURN
X
2.0%
TOTAL
=
$1,759
USA Mandatory Membership Fees
2011-2012
Breakdown of Fees
Amount
Total%
•
•
•
•
•
•
•
•
•
$10.00
$ 4.00
$ 4.56
$ 3.00
$17.74
$ .97
$ .19
$ 3.30
$ 6.45
19.91%
7.97%
9.08%
5.97%
35.33%
1.93%
0.38%
6.58%
12.85%
$50.21
100.0%
Membership Fees
Entertainment Fees
Commission Specific Fees
Program Specific Fees
University Administered Fees
UCSA Contribution
UCSA and USSA Travel Fees
The Green Initiative Fund Fee
The Pledge Fee
TOTAL FEES PER QUARTER
Undergraduate Students Association
NET BUDGETABLE INCOME
2011-2012
TOTAL BUDGETABLE INCOME
$3,842,076
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, TGIF and PLEDGE
$1,317,840
LESS: USER FEES
Campus Retention Committee Fees, Community Activity Committee Fees,
Student Initiated Outreach Committee. Community Programs Office Fee,
Student Rick Education Committee Fee
LESS: USA OVERHEAD
$1,834,112
$527,287
2011-2012
USA OVERHEAD BUDGET
• OFFICERS' STIPENDS
• USA SECRETARY
• PAYROLL TAX / WORKERS
COMPENSATION
• ADMINISTRATIVE &
SUPPORT SERVICES
• MAINTENANCE
• UTILITIES
• JUDICIAL BOARD
• OSAC
• FINANCE COMMITTEE
• BUDGET REVIEW / CS MINI
FUND
•
•
•
•
•
•
•
ELECTION BOARD
RETREATS & INSTALLATION
AWARDS
COMPULSORY FEE REFUND
BANK CARD FEES
BANK CHARGES
GENERAL NOTIFICATION
ADVERTISING
• KERCKHOFF TELEPHONES
• COMMUNAL SPACE
• COUNCIL DISCRETIONARY
TOTAL $527,287
Undergraduate Students Association
NET BUDGETABLE INCOME
2011-2012
TOTAL NET BUDGETABLE FUNDS
$162,837
20%
80%
Student Government Operations Fund
Student Organizations Operations Fund
$32,567
$130,270
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 & T-shirts), Daily
Bruin advertising, retreats, meetings and
conferences).
Budget Assumptions
To ensure that all budgets are developed on a
consistent basis
Group Narratives
Description of Organization
Statement of Campus Value
Statement of Purpose and Objections
Quality of Presentation
Promptness
Knowledge of Organization
Demonstrate Fund Management
Budget Assumptions-continued
To ensure that all budgets are developed on a
consistent basis
Other Funding Sources
All known sources of funding must be identified
(Membership Fees, Co-Programming, Donations,
fundraising
Number of Students Served
Number of students involved in the organization or in
the production of the program
Number of students benefited by the organization or
program
Budget Assumptions-continued
 USAC Criteria
Minimum Criteria
Budget 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 TOTALS
LINE ITEM
2011-2012
BUDGET
REQUESTED
Assistance (Stipend Positions)
Supplies (Includes items needed to
RUN your office)
Graphics (Operational purposes, only)
Advertising (Student Media and/or TShirts) (For recruitment; not for
programs)
Retreats, Meetings & Conferences
TOTAL
THANK YOU!
Please feel free to contact:
The Budget Review Director
Roman Nguyen
[email protected]
310.206.2422
Information for SOOF is available
on the USAC Web Site
http://usac.asucla.ucla.edu
Click on: Funding Documents
Select: Student Organizations Operational Fund
Application (online)
Budget Assumptions & Information (DOC)
Budget Workshop (PPT)
Score Sheet (DOC)
Evaluation Form (DOC)
Frequently Asked Questions (DOC)
All Proposals DUE ONLINE September 16, 2011 by 5PM
Stop by the
Student Government Accounting office, 332 Kerckhoff Hall
To sign-up for a hearing date and time, if applicable
The week of 9/12/11 – 9/16/11
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