part 2..

Preparing and Managing an Operating Budget Scoring Guide

CRITERIA NON-PERFORMANCE BASIC PROFICIENT DISTINGUISHED

Prepare an operating budget.

Does not outline an operating budget.

Attempts to prepare an operating budget, but fails to clearly identify the major sections of the budget, or budget does not cover a one-year time period or does not adhere to standard formatting conventions.

Prepares an operating budget.

Prepares an operating budget, and identifies knowledge gaps, unknowns, missing information, unanswered questions, or areas of uncertainty where further information could improve the budget.

Explain how a budget is designed and created.

Does not explain how a budget is designed and created.

Attempts to explain how a budget is designed and created, but fails to identify assumptions, labor costs, equipment costs or ongoing expenses, staffing requirements, information sources, or workload calculations.

Explains how a budget is designed and created.

Explains how a budget is designed and created, and impartially acknowledges conflicting data or information that was not incorporated in the budget.

Develop a strategic plan.

Does not develop a strategic plan.

Attempts to develop a strategic plan, but fails to consider the organizational or unit mission, or fails to consider the executive perspective.

Develops a strategic plan.

Develops a strategic plan, and proposes criteria for future evaluation of whether the outcomes of the proposed plan support the organizational or unit mission.

Develop an approach to ongoing budget management.

Does not develop an approach to ongoing budget management.

Attempts to develop an approach to ongoing budget management, but fails to consider organizational objectives, policies, or competition for limited resources; how to limit staff overtime; how to manage nonproductive time and expenses; or how to manage ongoing expenses related to supplies and equipment.

Develops an approach to ongoing budget management.

Develops an approach to ongoing budget management, and identifies assumptions on which the approach is based.

Present budget data and information clearly and accurately.

Does not present budget data and information clearly and accurately.

The budget data and information presented is not consistently clear or includes errors.

Presents budget data and information clearly and accurately.

Presents budget data and information clearly and accurately. Expresses main points succinctly, using correct grammar and mechanics.

Integrate relevant and credible sources of evidence to support budget

Does not integrate relevant and credible sources of evidence to support

Sources lack relevance or credibility, are poorly integrated, or are incorrectly formatted.

Integrates relevant and credible sources of evidence to support budget

Integrates relevant, credible, and convincing sources of evidence to support

CRITERIA NON-PERFORMANCE BASIC PROFICIENT DISTINGUISHED data and information, correctly formatting citations and references using current APA style.

budget data and information, correctly formatting citations and references using current APA style.

data and information, correctly formatting citations and references using current APA style.

budget data and information. Sources are current, and citations and references are error- free.