Business and Finance Student Event Planning Checklist - Updated Spring 2019
(MyLaw>Dept: Business and Finance>General: Student Resource Center)
1. Check your Monthly Statement to Check Account Balance
- You can view your balance at Student Organization/Journal Monthly Statement
- Monthly statements are updated on the 15th of each month.
- Note: If you need access to this information, ask your student organization’s president.
- Passcode is typically given to Presidents, Editors, and Business/Finance Managers.
- Contact your Business and Finance (B&F) Representative for the passcode, if needed.
2. If you anticipate any of the following for your event, please contact your B&F Representative AT LEAST ONE MONTH PRIOR TO YOUR EVENT. (Antonio Miranda: mirandaa@law.ucla.edu)
- Alcohol
- Contracts/Terms and Conditions (anything requiring a signature)
- Deposit/Advance Payment
- Expense over $5000.00
- Family/Spouse in Attendance
- Gifts
- Honorarium
- Large Events (Alumni Dinners, Conferences, Symposiums, Etc.)
- Outside Event Location
- Paid Performers/Speakers
- Promotional Items (T-Shirts, Mugs, Etc.)
- Use of UCLA Logo/Trademark
3. If your event does not include the above listed, proceed to the Student Resources Page on MyLaw:
Go to the Student Resource Page to fill out these forms:
- LVO (Low Value Order) / Purchase Order Request Form | Time Requested: 1 business day
- Use this form to request an LVO to order food, linens, printing, etc.
- Reference the Restaurant/Catering Reference Guide on MyLaw for a list of locations that accept LVOs.
- If the event is co-sponsored by other organizations or departments, please note it in the “Special Instruction/Notes” section and email confirmation of sponsorship to your B&F Representative.
- Contact your B&F Representative if you would like to set up a new vendor that has agreed to accept LVOs (we will need a W-9 form from the vendor; process to set up a new vendor takes 3-5 business days, so plan accordingly).
- Facilities Service Requests (FSRs) | Time Requested: 3 business days
- Use this form to clear out trash, unlock doors during weekend events, etc.
- If your event will occur during the weekend, please contact your B&F Representative at least 1 week in advance.
- Courtesy Parking | Time Requested 1 business day
- Use this form to provide parking (Lot 2/3) for guests/speakers.
- If you anticipate courtesy parking for 10+ guests, please contact your B&F Representative at least 1 week in advance.
4. If you will be requesting reimbursement, please provide the following:
- Travel/Non-Travel Reimbursement Form:
- Itemized Receipts/Invoices (must include description of each item purchased)
- If entertainment expense, please also attach numbered guest list with affiliations
- Proof of Payment (4 digits of credit card indicated on the receipt or copy of credit card statement)
- Note: Each person should pay for his or her own expenses. UC Policy does not allow you to seek reimbursement for other’s expenses (e.g. lodging for other traveler’s rooms).