Columbia Law School Student Senate Student Group Funding Guidelines

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Columbia Law School Student Senate Student Group Funding Guidelines Table of Contents I. Overview... 2 1. How to Use This Document... 2 2. The Budget Committee... 2 a) Composition of the Committee... 2 b) The Treasurer... 2 Statement from the Committee... 2 II. Guiding Philosophy... 3 III. Funding Processes... 3 1. Fall & Spring Budget Processes... 3 a) Mandatory Treasurer Sessions... 3 b) Submitting Required Forms... 3 c) Committee Meeting, Opportunity for Appeal, Final Approval... 3 2. Ad Hoc Funding... 4 IV. General Funding Policies... 4 1) Funding Requests... 4 a) Factors Considered in Funding... 4 b) Factors Typically Leading to a Denial of Funding... 5 c) Non-Discrimination Policy... 6 d) Groups Encouraged to Seek Outside Funding... 6 e) Co-Sponsored Events... 6 2. Capital Expenditures... 6 3. Publicity & Disclosure Requirements... 6 4. Recordkeeping... 7 5. Surpluses & Event Cancellations ( Clawbacks )... 7 V. Facilities Fees... 7 VI. Conclusion... 9 1. A Word from the Senate... 9

I. Overview 1. How to Use This Document This document serves as a statement of the Senate's funding policy and as a guide for student organizations seeking Senate funding. In addition to the Senate Constitution and By-Laws, this document serves to clarify the process by which the Budget Committee makes decisions regarding funding requests from student organizations. All necessary documents are available on the Student Senate website or upon request from the Senate Treasurer. In this guide we have sought to clarify the budget process; however, we understand that the process can be complex. Therefore, if you have questions or concerns that are not addressed in this guide, please do not hesitate to contact Toader Mateoc, the Senate Treasurer for the 2015-2016 academic year. 2. The Budget Committee a) Composition of the Committee The Budget Committee is elected by the Senate in the fall and serves for the duration of the academic year. It meets for an entire weekend each semester to address all requests, and at its conclusion will present these results to the full Senate, who must approve the new budget by a majority vote. b) The Treasurer The Treasurer serves as the Chair of the Budget Committee, but will only cast a vote in the event of a tie. The Treasurer is always available to student organizations that may have further questions or concerns about the process. The Treasurer for the 2015-2016 academic year is Toader Mateoc. Statement from the Committee While we endeavor to ensure fairness and consistency, the Committee asks for your patience and understanding. Each semester we receive requests for nearly quadruple the amount of funding we are able to distribute and it is inevitable that we will not be able to fund all requests fully. However, if you feel that your group has been adversely or unfairly affected, we encourage you to contact us. Please feel free to discuss the process of appeal to the Senate or an additional request for ad hoc funding (see Part III.2) with the Treasurer we are here to serve you! Finally, groups should be aware that all amounts requested and allocated are available through the Senate website, and include (a) the actual funding request; (b) final amount allocated; and (c) any available breakdown of amounts allocated. In order to promote transparency, this information is made available to the entire student body. We look forward to your help in making your student activity fee go further, and in creating the most active and vibrant Law School community possible!

II. Guiding Philosophy The Senate Budget Committee and the Senate as a whole appreciate the central role student organizations play in making the Law School a dynamic social and intellectual community. Student groups make the law school a truly unique place to study, and we seek to support student organizations that foster this environment. In administering the budget process and disbursing funds, the Senate aims to balance the growing needs of student organizations with the limited budget we receive from student activity funds. At all times, the Committee and the Senate keep in mind the welfare of the student community and the absolute requirement that resources be allocated in a fair and transparent manner. This document lays out some general guidelines, but above all is intended to promote flexibility and accountability between student groups, the Senate, and the Law School community. III. Funding Processes 1. Fall & Spring Budget Processes A standard Senate Event Funding Request Form, along with a copy of these guidelines, is made available to all group presidents and treasurers in early September. Student organization treasurers should familiarize themselves with these guidelines before submitting requests. a) Mandatory Treasurer Sessions In the fall semester, the Senate Treasurer will hold a mandatory orientation meeting for all student organization treasurers to discuss the budgetary process and answer questions that student leaders may have. Attendance at the orientation meeting by a student group's treasurer is required in order to receive Senate funding for the coming year. If a student group treasurer is unable to attend the orientation meeting, he or she must contact the Senate Treasurer at least 48 hours in advance to discuss the possibility of a personal meeting. Groups that do not attend an orientation session will not be eligible for Senate funding during the fall semester, but may be considered for spring funding at the Treasurer's discretion. b) Submitting Required Forms Groups must submit their requests using the online request form on the Student Senate website, unless the Treasurer designates another method for submission. The Request Forms provide space for certain required disclosures. Requesting groups should also provide any additional information they believe the Committee and the Senate should consider in evaluating their requests. All factual submissions are subject to verification. In the event that any senator thinks further information would be useful in evaluating a funding request, that senator may contact the requesting group for clarification and inform the Committee of relevant findings. c) Committee Meeting, Opportunity for Appeal, Final Approval The Budget Committee will then meet to consider submitted requests. This meeting usually takes place over the duration of a weekend and at its conclusion requesting groups

will be informed of the funding decisions of the Committee. Once informed of the Committee's budget proposal, the groups will have an opportunity to submit a notice of appeal by email to senate@columbia.edu. The Committee shall consider appeals and submit a recommendation to the full Senate before the final budget is approved in the general session. Requesting groups may provide further information of their own in advance of this meeting, and may also attend. The Senate will then consider the final budget at its next general meeting. All recommended allocations, including recommendations concerning appeals, shall be considered and voted on by the full Senate, with due deference to the Budget Committee's deliberations. 2. Ad Hoc Funding Groups who become aware of opportunities requiring Senate funding after the regular funding consideration period may submit an online Ad Hoc funding request. Because most available funds are disbursed at the beginning of each semester, we encourage groups to submit their requests during the regular funding process. However, we recognize that opportunities for which groups require funding often arise after the regular submission deadline. Thus, the Budget Committee is empowered to allocate Ad Hoc funding awards at any point during the semester. IV. General Funding Policies 1) Funding Requests In general, the Budget Committee favors funding requests that are detailed, well thoughtout, and clearly articulated. Requests should conform to the guidelines below, and should include as much information about the proposed events as possible, including details such as itemized costs, dates, times, locations, names of speakers, names of films, number of students expected, other sources of funding, and other organizations that may be cosponsoring, etc. More detail helps the Committee with its decisions and is greatly encouraged. a) Factors Considered in Funding In evaluating funding requests, the Committee shall consider factors including, but not limited to, the following: The clarity and presentation of the funding request, including names, dates, itemized cost lists, and as much detail as possible; The efforts of the group to communicate with the Budget Committee in an open and timely manner; The size of the group and how membership is calculated;

Whether the event is readily accessible to any CLS student; the number of CLS students likely to benefit from the event; the availability of alternative funding from other sources, including firms, associations, and member dues; The depth and impact of the organization's events and programs on the Law School community; Any special considerations intrinsic to the group (i.e. extra costs to comply with dietary restrictions observed by the majority of the group s membership) and the extent to which the event in question will expose students to exceptional opportunities which would prove unavailable without Senate backing. b) Factors Typically Leading to a Denial of Funding The Committee typically does not fund events or items such as the following, though all requests are evaluated on an individual basis, and exceptions may be made: Events that are limited to or prioritize group members and not equally open to the entire law school; membership meetings; Requests for tentatively scheduled events, without confirmed details; fundraising, publicity, or advertising costs for any event; Events or items where a large amount of money benefits only a small number of students; Hotel accommodations for speakers; transportation costs for speaker, absent extraordinary circumstances; Transportation and accommodation requests for students, absent extraordinary Circumstances; Requests in excess of $5 per expected student or $250 for speaker-centric lunch/dinner events; More than two film screenings per group per semester, or film screenings without named films or other details; Speaker events with unconfirmed featured speakers Some event and room cleaning fees: see Part V of this document for a description of those fees automatically covered and those that should be included in your funding request; Presence of BigLaw attorneys at an event where it is appropriate for them to discuss and/or tacitly promote their firm; personal items for individual group members, such as t-shirts or hats; Events at members homes; Expenditures that appear unnecessary or wasteful. Please keep in mind that the above are guidelines, and the Senate retains sole discretion over all funding requests. Special priority will typically be given to events promoting a vibrant intellectual and educational environment, increasing interaction between disparate groups, or promoting harmony and engagement within the Columbia Law

School community, as well as those events that serve many members of the student body and make a significant contribution to the Law School community. c) Non-Discrimination Policy The Senate does not discriminate against groups or individuals on the basis of their political, social, religious or cultural goals or beliefs, and will not allocate funds to any organization or event which excludes on its face any member of the law school community or violates the principles of inclusion espoused by Columbia Law School. d) Groups Encouraged to Seek Outside Funding Groups should also be aware that because the Senate is limited in the amount of funds it can disburse, requestors are strongly encouraged to seek other sources of funding in addition to that money allocated through the budget process. Groups are encouraged to approach firms, bar associations, cultural groups, and other organizations in an effort fundraise for events. In addition, Columbia Catering Services can be extremely expensive, and groups are encouraged to comparison shop for items such as cheese trays, hors d'oeuvres, alcoholic beverages and other items. There are numerous options in the area and a brief search can save a large amount of money. Finally, many professors have access to alternative funding and are willing and able to contribute to activities in which they are involved, such as lunches. CLS faculty are provided with funds to promote faculty student interaction, and funding decisions will be made in light of the availability of this alternative funding source. e) Co-Sponsored Events A word about co-sponsored events: when several groups co-sponsor an activity, they should coordinate before making requests, and one group should request the entire amount for the event, clearly noting its partners, while the other groups make a note of their participation, but refrain from requesting funding. 2. Capital Expenditures Requests to fund capital expenditures are reviewed on a case-by-case basis. In reviewing capital expenditures, the committee considers factors including: the necessity of the item(s) to the group s core function; likelihood that the item will be used regularly by group members; and the group s historical capital expenditure requests. 3. Publicity & Disclosure Requirements All events and undertakings funded by the Senate must be publicized to all students. All publicity for events funded in whole or in part by the Student Senate must contain the phrase, "This event sponsored in part by the Student Senate with funds from the Student Activity Fee." Groups seeking Senate funding must disclose all alternative sources of funding, including firm sponsorship and member dues. Requests for Event Funding must itemize all projected sources of revenue for the given group, describing the nature of the relevant plans or arrangements. The Committee affirmatively encourages groups to find and disclose alternative sources of funding, and this does not disqualify groups from receiving additional Senate money for an alternatively funded event.

All events sent out on any listserv must include You received this email because you have opted into the listserve for the [Student Organization]. To choose which CLS student groups you wish to receive emails from, visit http://web.law.columbia.edu/students/student-services/connecting/soni in the footer of the email. 4. Recordkeeping Groups must retain receipts and records of all expenditures, including copies of letters of credit (and corresponding amounts spent), for all expenses involving Senate allocations. Groups must retain these records for a minimum of three years. Provided that the date and the vendor are clearly indicated on a given record, original records are not required - copies or scanned electronic records are sufficient. 5. Surpluses & Event Cancellations ( Clawbacks ) Funding in excess of $50 allocated for a given event, but which is not spent in the preparation or conduct of that event, must be reported to the Senate Treasurer. If an event for which Senate funding has been disbursed is cancelled for any reason, the Treasurer must be informed within a week of cancellation by elected leadership of the group. The money will then be returned to the Senate treasury for Ad Hoc funding purposes. Groups who wish to reschedule events for the following semester must request funds a second time through standard budget proceedings. At the beginning of each academic year, the Senate Treasurer will examine the trial balances for all student organizations from the prior academic year. The Treasurer will sum up all money allocated by Senate to each student organization, and compare that against the money spent by each student organization. In cases where the money allocated exceeds the money spent by $50 or more, student organizations will be subject to clawbacks, returning the money to the Senate treasury. The list of expenditures will be cross-checked with last year s funding list to ensure that events were not alternately under- and over-funded in the same calendar year. V. Facilities Fees 1. Columbia Law School Facilities Fees Policies Facilities fees are charged whenever cleaning, maintenance, setting up or resetting furniture, setting up audio-visual equipment, or security is deemed necessary by Building Services of Columbia Law School. These fees often apply to the slightest adjustment and can be large. Under current guidance, facilities fees will not be charged if your event meets the following criteria: (1) The event occurs on the Law School campus between Monday at 9 a.m. and Friday at 9 p.m. and is open to all Law School Students.For RSVP events, so long as the RSVP goes to the whole school and members aren't given early opportunities to RSVP, this criterion is satisfied.

(2) No alcohol is served. (3) There are no extraordinary set-up or clean-up requirements for the event. (4) The event location is not misused or otherwise damaged (don't wreck the place). If you expect to meet these criteria, you do not need to account for facilities fees in your cost estimate. 2. Senate Mitigation Policy and Appeals Organizations may incur charges for fees incidental to use of Law School space. Events held after 9 p.m. on Friday, or held in Lenfest or Drapkin, during which food is served may be subject to a four-hour minimum charge, at $65 per hour, for a total of $260. The size of an event will dictate how much cleaning coverage is needed. Wherever possible, Building Events attempts to consolidate charges for different events, to minimize the total cost that individual groups will incur. Noncovered facilities fees should be included in initial funding requests, and the Budget Committee will decide in each instance whether the Senate will cover fees exceeding the standard amount. 3. Communicating with Building Services and Getting an Estimate Student groups are strongly encouraged to plan their events well in advance and in as much detail as possible. Groups are further advised to submit event plans to Building Services at least two weeks in advance of the event under consideration: Student organizations should detail what will happen in the room reserved; what furniture may need to be moved or brought in; where the furniture should go; how long the event will be; what type of food and food service there will be; and where the caterer will set up. After you provide this information to Building Events [buildingevents@columbia.edu], they will let you know the total estimated cost. The Senate advises groups to retain and file any estimates received from Building Events. Should charges exceed the provided estimate, and the event was conducted as described in the original request for the estimate, the Senate Treasurer will facilitate a resolution between the group, Student Services, and Building Services upon request. Estimates are just that, estimates, and groups should generally plan ahead for unexpected costs.

VI. Conclusion 1. A Word from the Senate The Budget Committee, the Treasurer and the Senate at large are here to encourage and facilitate the vibrant and diverse student culture we enjoy at Columbia Law School. We know that our student groups distinguish us among our peers, and help make Columbia a truly great place to study law. We appreciate your time and your commitment and are here to help. If you have any questions or concerns, please do not hesitate to approach any member of the Committee or the Senate. On behalf of the Budget Committee and the Columbia Law School Student Senate, thank you for your efforts!