ASUCLA UNDERGRADUATE STUDENTS ASSOCIATION STUDENT 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, 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; 2 nd 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 Fees Based on Projected Enrollment figures from UCLA Office of Analysis and Information Management Interest Income Based on ASUCLA estimates

PROJECTED ENROLLMENT FALL 2010WINTER 2011SPRING 2011 GENERAL CAMPUS 26,58025,50024,405 HEALTH SCIENCES TOTAL PER QUARTER 26,58025,50024,405 TOTAL ENROLLMENT: 76,485 TOTAL QUARTER AVERAGE 25,633 UNDERGRADUATE STUDENTS ASSOCIATION

PROJECTIONS INTEREST AVERAGE DEPOSITS EXPECTED RETURNTOTAL $247,966X1.0%=$2,479 UNDERGRADUATE STUDENTS ASSOCIATION

Undergraduate Students Association NET BUDGETABLE INCOME 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

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 Fees Breakdown of Fees Amount Total% 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 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 Assumptions To ensure that all budgets are developed on a consistent basis Description of Organization  Group Narratives 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 Click on Guiding Documents Click on Governing Documents to review the USA Bylaws

LINE ITEM BUDGET REQUESTED 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/CONFEREN CE DATELOCATIONTOTAL 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 UCLA UNDERGRADUATE STUDENTS ASSOCIATION STUDENT ORGANIZATIONS OPERATIONAL FUND APPROVAL AND COVER PAGE PRINT OFFICER’S NAME SIGNATURE OF OFFICER DATE PRINT OFFICER’S POSITION PHONE# ALTERNATE OR SUMMER CONTACT ALTERNATE PHONE# ALTERNATE

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 PHONESIGNATURE OF CSP ADVISOR BUDGET REVIEW DIRECTOR ( ) BUDGET REVIEW DIRECTOR SIGNATURE

THANK YOU! Please feel free to contact: The Budget Review Director TBD Or Student Government Accounting 332 Kerckhoff Hall Open from 9:00am – 5:00pm Monday - Friday

Information for SGOF is available on the USAC Web Site Click on: Funding Documents Select: Student Government Operational Fund Application (DOC) Application Budget Assumptions & Information (DOC) Budget Assumptions & Information 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