Author: Whitney Afonso (page 1 of 3)

Budgeting in Local Government course: Registration now open

 

Budgeting in Local Government
November 6-9, 2018, School of Government

This four-day course covers the legal and management framework of budget preparation and enactment in North Carolina local government.  Participants will discuss the numerous processes and techniques used to produce an annual operating budget and capital budget.

 

Program Topics:

  • Local Government Fiscal and Control Act (Only for participants who have not attended Introduction to Local Government Finance)
  • Tax Efficiency & Equity
  • Economic Development
  • Revenue Forecasting
  • Resource Allocation
  • Budgeting for Schools and Human Services
  • Budgeting for Enterprises
  • Fund Balance
  • Citizen Engagement
  • Capital Improvement Program
  • Financial Condition Analysis
  • Budget Presentation
  • Revenue-Neutral Property Tax Rate
  • Budget Award & Course Evaluation

 

Who Should Attend: This course is intended for city and county managers, budget and finance officers, budget and financial analysts, and other officials who have significant responsibilities for annual budget preparation and enactment.

 

Cost:  $550

 

Registration:  Register online at https://www.sog.unc.edu/courses/budgeting-local-government for this course.

 

Faculty Coordinator: Whitney Afonso, Assistant Professor of Public Administration and Government.

 

For more information: Contact Alycia Inserra, Program Management Team Lead, at 919.843.7736 or aginserra@sog.unc.edu.

 

 

Sales Tax Reform: Articles and Virtual Roundtable

In the wake of the Wayfair ruling and our changes happening in North Carolina I am excited to share a virtual issue of Public Budgeting & Finance that I edited.  It compiles articles published in the journal and presents questions and concerns regarding the future of sales tax policy.  It also makes access to the articles open (i.e., FREE!) for the next six months.  So please take a look, there are a mix of studies that examine state and local issues.

 

 

Also, in addition to editing the virtual issue, I will be moderating a virtual roundtable next Thursday (Sept 6th) on the topic.  Please tune in!  The presenters are: Donald Bruce from the University of Tennessee, Cynthia Rogers from the University of Oklahoma, and Barry Boardman is the Chief Economist for the NC General Assembly. The presenters are very knowledgeable and experts on different aspects of sales taxes and are sure to share important insights, suggestions, and considerations.  See the flier for the event!

 

Upcoming Workshop: Implementing Field Experiments for Innovation and Success

Good morning!  I wanted to make people aware that there will be a free workshop on 12/13 from 11-12 as a pre-conference event for the North Carolina Local Government Budget Association’s Winter Conference (NCLGBA).  This year’s NCLGBA conference is in Durham at the Washington Duke Inn.

Implementing Field Experiments for Innovation and Success

Is your service delivery not as effective as it should be? Could your department streamline current processes?   Do you see problems in your organization but lack ideas on how to address it?  If so, this is the pre-conference workshop for you.

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Consulting with Citizens

Consultation is a different beast altogether than information sharing.  Whereas information sharing is a one way relationship, consultation creates a two way relationship based on citizen feedback.  It relies on a fundamental assumption by local leaders that citizen feedback is beneficial to the budget process and decision making (often with regard to expenditures or even tax rate setting).  This method provides for and encourages citizen input while still allowing local leaders to define the agenda.  The key is that practitioners and elected officials solicit input a set of issues and questions that they create and control. 

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Budgeting in Local Government: Registration now open

Budgeting in Local Government
October 31st – November 3rd, 2017, School of Government

This four-day course covers the legal and management framework of budget preparation and enactment in North Carolina local government.  Participants will discuss the numerous processes and techniques used to produce an annual operating budget and capital budget.

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Engaging our future: A guide to going into the classroom

In the last three blogs we have been talking about citizen engagement (see here, here, and here).  One of the areas that is most frustrating for governments is often their attempts to engage citizens are not particularly successful.  Citizens may not have time or easy access to the events and resources, but there are ways around that.  What happens when it is simply that citizens DO NOT WANT to engage?  That is often the reality.  Governments spend precious time and resources developing great opportunities but no one (or few) takes advantage of them.  This is an aspect of citizen engagement I have been personally interested in and one that I believe we can address by starting ‘em young.

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The classics: Traditional modes of information sharing

 

Consider these tactics and efforts the Moby Dick, Wuthering Heights, and Alice in Wonderland of sharing budget information.  Except no one makes you read (or watch) these in high school.

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The first step in citizen engagement: Information Sharing

The first step, in my opinion, in productive citizen engagement is providing information and helping educate citizens about government and budgeting.  This is because government is just a black box to most people.  They sort of understand some of the most basic functions of government, but may not have any idea of which level of government does it.  Who pays for libraries? Roads? Do I have police and a sheriff?  What about fire service?  What does the state even do?  These are not unrealistic questions. Continue reading

Citizen Engagement in the Budgeting Process

There has been a lot of interest in how to tighten up the relationships between citizens and their local governments.  At the local level there is a lot more opportunity to work with and get feedback from citizens. This is accomplished by many communities and in various ways.  I believe, and I know this will be shocking, that the budget is the single best place to engage citizens.  The budget is the encyclopedia of government.  The budget reflects what government does and reflects priorities based on spending decisions, as well as changes in the community as reflected in changes in the budget from year to year.

***I love this quote from a VP debate in 2012. 1) It is true. 2) It is hilarious because we are living in a time of continuing resolutions rather than budgets at the federal level, so I guess we prioritize not making hard decisions and not working together.*** Continue reading

North Carolina’s County and Municipal Fiscal Analysis Tool: Research Review

Have you ever used the County and Municipal Fiscal Analysis tool that is housed on Treasurer’s website?  It allows municipalities and counties in the state to see how they are doing with regard to financial condition and compare their performance to peers.  It has recently become the focus of new research coming from colleagues at the University of South Dakota and Indiana University.  Ed Gerrish and Luke Spreen presented their research on our benchmarking tool earlier this month at the Public Management Research Conference and it is forthcoming at the Journal of Public Administration Research and Theory.  In this Research Review I am going to discuss their research and pull a few findings that are especially notable for those of you that work in budgeting and finance.

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