Presents four steps that PTAs can use in developing a budget: determine the programs and projects to be carried out for the coming year; make realistic estimates of how much each will cost and how they will be funded; seek approval from the board and membership; and establish a system for keeping track of how well the projected budget is matching…

Describes a statistical model that can be used to compute an institution's expected enrollment yield and an average discount to obtain a net tuition and fees forecast for the coming year; using this information, resource allocation decisions can be made earlier and with confidence. (EV)

Increasingly sophisticated analyses of costs and revenues have contributed to more effective financial management in higher education, with attention focused on ways in which fixed and variable factors contribute to direct or unit costs; analyses of cost-revenue relationships; differential effects of one-time and recurring costs; variety of…

The materials on budgeting presented here are based on training programs conducted for women's centers through the Women's Educational Equity Project of the women's center at the University of Massachusetts, Amherst. The booklet's purpose is to provide users with explicit information on developing and negotiating budgets for women's programs.…

To align their financing strategies and fundraising efforts with their fiscal needs, charter school leaders need to know how much funding they need and what that funding will support. This cost estimation tool offers a simple set of worksheets to help start-up charter school operators identify and estimate the range of costs and timing of…

These self-instructional resources have their origins in a workshop on the Costs and Financing of Open & Distance Learning which took place from 6-10 August 2007 in Gabarone, Botswana. The workshop was sponsored by the Commonwealth of Learning (COL) with the overall aim of building capacity to plan, negotiate and manage appropriate financial…

Boston University's Case Physical Education Center generates more than $250,000 a year in rentals and concession income. Guidelines are offered for using school resources to produce additional revenues. (Author/MLF)

Presents national data from the Educational Research Service (ERS) National Survey of school district budgets. The database of school-district budget information provides a consistent and reliable means for comparing local school-district budgets across the United States. Offers information about trends in resource allocation, personnel costs,…

Offers a four-stage process to formalize school budgetary procedures, covering goals and philosophy, employee responsibilities, consistent budgetary allocation procedures, and comprehensive evaluation of the budgetary process. (JW)

Trying to analyze developments in the federal budget in 1996 was particularly confusing to most Americans. This book serves as a guide for understanding the ever-changing, complex federal budget process. Chapter 1 explains in detail key terms and concepts. Chapter 2 provides an overview of the Budget Enforcement Act (BEA) budget process. Under the…

Successful college and university investments hinge on an asset allocation strategy capable of meeting the institution's needs for income and growth in principal at the lowest possible risk. Periodic adjustments must be made when there is a shift in the institution's risk tolerance, modification in need for income distribution, and changes in…

This reference guide presents the basic accounting concepts, terminology, and definitions used by colleges and universities. The guide, a companion to the National Association of College and University Business Officers' (NACUBO's) online self-study course of the same name or a standalone reference, compares college and university accounting…

The responsibilities and functioning of college trustee committees on finance are described. It is noted that the role of the finance committee is to recommend policy for board approval, interpret it to the administration, and to monitor the results. The following responsibilities of the finance committee are discussed: overseeing current…

Changing times, public attitudes, and political strategies have shifted the approach to leadership in higher education from an academic to a business perspective. Colleges and universities are being asked to restructure, reinvent themselves, and rightsize, but none of these will work unless more attention is paid to the problem of revenue. (MSE)

This book has been prepared so that taxpayers, school board members, and administrators may learn more about school finance in their own districts. It will equip them with the information necessary to understand and evaluate both the statewide system of education in Illinois and how this system relates to their own school district. Despite…