Managing Budgets and Finances: A How-to-do-it Manual for Librarians

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Neal-Schuman Publishers, 2005 - Business & Economics - 233 pages
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Today's tight financial times make budgeting and sound money management more important than ever. The first six chapters of this essential how-to use a step-by-step approach to thoroughly explain and illustrate the nuts and bolts, including types of budgets and how to create and revise them; ways of tracking spending and fund allocation; and timelines for financial planning, such as capital spending. Later chapters cover special spending challenges, such as new buildings, maintenance, proposals and bids, outsourcing, and more. Careful attention is given how libraries make and save money--now more important than ever--with coverage of library income, protecting property, alternative library funding, fundraising, grants, and bonds and referenda. The authors describe selected software libraries can use to set and track budgets and point readers to helpful Web sites for further information. Appendices include a sample accounting manual, annual reports form, request for proposal, lease agreement, and security guidelines. This impressive, new manual contains proven strategies, detailed examples, worksheets, handouts, forms, and tips that will help any librarian become a better financial manager.

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Managing Budgets And Finances: A How-to-do-it Manual For Librarians And Information... (How to Do It Manuals for Librarians)

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Learn budgeting basics with this comprehensive manual. Hallam (associate dean, SLIS) and Dalston (Ph.D. candidate, information science, both Univ. of North Texas, Denton) clearly define a budget and ... Read full review

Contents

What Is a Budget?
3
Figure 11 Lineitem Budget from Office of Grants
9
Figure 16 TexShare Database Cost Analysis
16
Figure
18
Figure 19 Sample Chart of Accounts
26
Chapter 2
32
How Do Libraries Budget?
33
Figure 23 Sample Operating Budget
38
Sample Policy for Overdue Materials
101
Capital Projects
105
Criteria for Site Selection
116
Bond Rating Codes
132
Contracts and RFPs
139
Funding Sources
149
Sources of Income for Public Libraries
151
Figure 85 Gift Policy
163

Figure 24 Record Retention Schedule Recommended by
45
Chapter 8
48
How Can a Library Monitor Its Budget?
51
Special Topics in Financial Management for Libraries
69
Urban Libraries Outsourcing Survey
74
Protecting Library Property
83
Basic Components of Security Planning
88
Grants for Libraries
173
Figure 91 Foundation Center Prospect Worksheet
176
Sample Library Accounting Manual
197
Sample RFP for Building
207
Index
225
Copyright

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