Budgeting Project

Governmental Budgeting

Third Assignment Guidelines (Two Parts)

Part One: Recording Budget Data

You will be analyzing four trends in St Charles County Government budgets. In this case looking at the budgets

for 2012—2016. Use the following link to access the budgets: http://www.sccmo.org/Archive.aspx?AMID=56

Use an Excel format to look at each category titled.

Excel chart Example:

percentage of

GENERAL SOURCE

REVENUE BY

SOURCE--

INTERGOVERNME

NTAL

percentage of

GENERAL

FUND

EXPENDITURE

S BY

CATEGORY—

PERSONNEL

percentage of GENERAL

FUND EXPENDITURES

BY FUNCTION -- PUBLIC

SAFETY, GOVERNMENT

OPERATIONS, HEALTH

& HUMAN SERVICES

ASSESSED

VALUATION –

REAL ESTATE

2012 2013 2014

2015 2016 ***

2012 Percentage? Percentage? Percentage? Actual

2013 “ “ “ Actual

2014 “ “ “ Actual

2015 “ “ “ Estimate

2016 “ “ “ Approp

*** look for in the 2014 budget: 2014 Annual Budget: All Funds Look at EXPENDITURES then CAPITAL

OUTLAY and create an Excel chart (SO: Capital Outlay/Total Expenditures=percentage )

Using the above charts, develop your analysis regarding the county’s budgetary trends and, therefore, bright spots

or problems. Your analysis should be a minimum of five pages (typed, double spaced).

Part Two: Using Microsoft Excel and using graphing

Open up EXCEL and enter the data, just like below.

General Fund Expenditures By Function

Public Safety Gov’t Operations Health & Human

Services

2012 Number Number Number

2013 “ “ “

2014 “ “ “

2015 “ “ “

2016 “ “ “

After entering the data, highlight everything by starting above the 2012 (chances are that particular rectangle will

not be highlighted). Now, click INSERT and go over to LINE and click it, you’ll see seven selections, choose the

first one in the second row.

***MAKE SURE TO CUT AND PASTE YOUR GRAPH(S) INTO YOUR PAPER***

Consult the rubric on the following page for details on what standards to meet when writing your paper

Category Exceeds Standard Meets Standard Nearly Meets

Standard

Does Not Meet

Standard No

Evidence Score

Introduction of

Trend Areas (9)

Has thoughtful

supporting detail

sentences that introduce

the four trend areas under

study for the St. Charles

County Budget analysis.

Has sufficient supporting

detail sentences that

introduce the four trend

areas under study for the

St. Charles County Budget

analysis.

Lacks supporting detail

sentences that introduce

the four trend areas under

study for the St. Charles

County Budget analysis.

Fails to develop supporting

detail sentences that

introduce the four trend

areas under study for the

St. Charles County Budget

analysis.

Not

applicable

Bright Spots (9)

Has thoughtful

supporting detail

sentences that discuss the

bright spots in the St.

Charles County Budget

over the past five years.

Has sufficient supporting

detail sentences that

discuss the bright spots in

the St. Charles County

Budget over the past five

years.

Lack supporting detail

sentences that discuss the

bright spots in the St.

Charles County Budget

over the past five years.

Fails to develop supporting

detail sentences that

discuss the bright spots in

the St. Charles County

Budget over the past five

years.

Not

applicable

Problems (8)

Has thoughtful

supporting detail

sentences that describe

the problems found int he

St. Charles County

budget over the past five

years.

Has sufficient supporting

detail sentences that

describe the problems

found int he St. Charles

County budget over the

past five years.

Lacks supporting detail

sentences that describe

the problems found int he

St. Charles County

budget over the past five

years.

Fails to develop supporting

detail sentences that

describe the problems

found int he St. Charles

County budget over the

past five years.

Not

applicable

Graph (4)

Has thoughtful and

detailed graph of the data.

Has sufficient and detailed

graph of the data.

Lacks information from

the data in the graph.

Fails to develop a detailed

graph of the data.

Not

applicable

Formal Writing

(1)

No errors in punctuation,

capitalization and

spelling. No errors in

sentence structure and

word usage.

Almost no errors in

punctuation, capitalization

and spelling. Almost no

errors in sentence structure

and word usage.

Many errors in

punctuation,

capitalization, and

spelling. Many errors in

sentence structure and

word usage.

Numerous and distracting

errors in punctuation,

capitalization, and spelling.

Numerous and distracting

errors in sentence structure

and word usage.

Not

applicable

Citation (1)

All cited works, both text

and visual, are done in a

correct consistent format

with no errors.

Some cited works, both

text and visual, are done in

a correct format.

Inconsistencies evident.

Few cited works, both

text and visual, are done

in the correct format.

Absent Not

applicable