Presentation on theme: "ASUCLA UNDERGRADUATE STUDENTS ASSOCIATION 2011-2012 STUDENT ORGANIZATIONS OPERATIONAL BUDGET WORKSHOP (SOOF)"— Presentation transcript:
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. Approved in Spring, 2011. Phase 2: Student Government Operational Fund – For USA Elected Offices. For USA Elected Offices. Process starts in July 2011 and ends in August 2012 Process starts in July 2011 and ends in August 2012 Phase 3: Student Organizations Operational Fund For Organizations. For Organizations. Main SOOF - Process starts Fall Quarter – September 2011; Main SOOF - Process starts Fall Quarter – September 2011; 2 nd SOOF – Process starts Winter Quarter - January 2012. 2 nd SOOF – Process starts Winter Quarter - January 2012.
This budget workshop... is primarily designed is primarily designed to get Student Organizations to get Student Organizations prepared for the budget process. 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
2011-2012 PROJECTED ENROLLMENT FALL 2011 WINTER 2012 SPRING 2012 GENERAL CAMPUS GENERAL CAMPUS26,33525,27524,185 HEALTH SCIENCES HEALTH SCIENCES245225220 TOTAL PER QUARTER TOTAL PER QUARTER26,58025,50024,405 TOTAL 2011-2012 ENROLLMENT: 76,485 TOTAL 2011-2012 3 QUARTER AVERAGE 25,495 UNDERGRADUATE STUDENTS ASSOCIATION
2011-2012 PROJECTIONS INTEREST AVERAGE DEPOSITS AVERAGE DEPOSITS EXPECTED RETURN EXPECTED RETURNTOTAL $879,706X2.0%=$1,759 UNDERGRADUATE STUDENTS ASSOCIATION
USA Mandatory Membership Fees 2011-2012 Breakdown of FeesAmountTotal% Membership Fees$10.0019.91%Membership Fees$10.0019.91% Entertainment Fees$ 4.00 7.97%Entertainment Fees$ 4.00 7.97% Commission Specific Fees$ 4.56 9.08%Commission Specific Fees$ 4.56 9.08% Program Specific Fees$ 3.00 5.97%Program Specific Fees$ 3.00 5.97% University Administered Fees$17.7435.33%University Administered Fees$17.7435.33% UCSA Contribution$.97 1.93%UCSA Contribution$.97 1.93% UCSA and USSA Travel Fees $.19 0.38%UCSA and USSA Travel Fees $.19 0.38% The Green Initiative Fund Fee$ 3.30 6.58%The Green Initiative Fund Fee$ 3.30 6.58% The Pledge Fee$ 6.4512.85%The Pledge Fee$ 6.4512.85% TOTAL FEES PER QUARTER$50.21 100.0%
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 $1,834,112 LESS: USA OVERHEAD $527,287
2011-2012 USA OVERHEAD BUDGET OFFICERS' STIPENDSOFFICERS' STIPENDS USA SECRETARYUSA SECRETARY PAYROLL TAX / WORKERS COMPENSATIONPAYROLL TAX / WORKERS COMPENSATION ADMINISTRATIVE & SUPPORT SERVICESADMINISTRATIVE & SUPPORT SERVICES MAINTENANCEMAINTENANCE UTILITIESUTILITIES JUDICIAL BOARDJUDICIAL BOARD OSACOSAC FINANCE COMMITTEEFINANCE COMMITTEE BUDGET REVIEW / CS MINI FUNDBUDGET REVIEW / CS MINI FUND ELECTION BOARDELECTION BOARD RETREATS & INSTALLATIONRETREATS & INSTALLATION AWARDSAWARDS COMPULSORY FEE REFUNDCOMPULSORY FEE REFUND BANK CARD FEESBANK CARD FEES BANK CHARGESBANK CHARGES GENERAL NOTIFICATION ADVERTISINGGENERAL NOTIFICATION ADVERTISING KERCKHOFF TELEPHONESKERCKHOFF TELEPHONES COMMUNAL SPACECOMMUNAL SPACE COUNCIL DISCRETIONARYCOUNCIL DISCRETIONARY TOTAL $527,287
Undergraduate Students Association NET BUDGETABLE INCOME 2011-2012 TOTAL NET BUDGETABLE FUNDS $162,837 20%Student Government Operations Fund $32,567 80%Student Organizations Operations Fund $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
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 http://usac.ucla.edu Click on Guiding Documents Click on Guiding Documents Click on Governing Documents to review the USA Bylaws Click on Governing Documents to review the USA Bylaws
LINE ITEM LINE ITEM 2011-2012 2011-2012 BUDGET REQUESTED BUDGET REQUESTED Assistance (Stipend Positions) Supplies (Includes items needed to RUN your office) Graphics (Operational purposes, only) Advertising (Student Media and/or T- Shirts) (For recruitment; not for programs) Retreats, Meetings & Conferences TOTAL LINE ITEM TOTALS
THANK YOU! Please feel free to contact: The Budget Review Director Roman Nguyen firstname.lastname@example.org
Information for SOOF is available on the USAC Web Site http://usac.asucla.ucla.edu Click on: Funding Documents Select: Student Organizations Operational Fund ApplicationApplication (online) Application Budget Assumptions & InformationBudget Assumptions & Information (DOC) Budget Assumptions & Information 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