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