Finance & Budget
Part 1.
I.
II.
III.
IV.
V.
VI.
Finance:
a. Non-profit v. Profit
i. Private v Public
b. Funding abilities
i. Taxes
ii. Loans
iii. Grants
iv. User Fees
v. Memberships
vi. Sales (e.g. Store)
vii. Subsidy (taxes, other)
Recurring (hard) funds v. Non-recurring (soft) funds)
Chart of Accounts
Ethics (rules) in finance discussions
a. Confidentiality v. public access
b. Respect for sources
c. Reporting
i. Frequency (daily;weekly;monthly; annually; projections (1-3 yr)
Budget process (see handout)
The budget (see website)
a. Template for annual operations
b. Template for projections (monthly breakdown)
Part 2:
Discussion of papers
I.
Introduction:
a. Agency
b. Why you are doing it (avoid “student”; “class assignment”
c. Purpose of this aspect/component of the paper
II.
Citations
a. Quotes – pp#
b. Personal interviews
c. Primary vs. secondary sources
III.
Summary & Conclusion
a. Summary: Overview of what your materials mean. Include: (how easy
was it to find? Does it make sense? Is there agreement among
sources?)
b. Conclusion: What you learned from this phase of the project (about the
agency). What you will do next.
IV.
Layout
a.
b.
c.
d.
e.
Visual – make it look professional (photos, images)
Table of Contents
Page numbers (bottom center)
APA 6th edition
Use of words (avoid “we”; factor; correct terminology (sust.
Development v. sustainable education v. sustainability of natural
resources v. sustainable resource management)
Why? This is how you will be presenting:
Annual reports
Grant applications
Funding requests
Correspondence to collaborate with other agencies (e.g. MP & L story)