Online Learning & COVID-19 Financial Response Resources & Information

You can view a recording of the March 26th webinar roundtable for assistance with online instruction below.

In addition, please check out these links below for articles and other resources for application in budgeting and financial management courses.

 

General Reference:

WellsFargo: Policy Response Monitor (Updated 26 March 2020)

CRFB: A Visualization of the CARES Act

ProMarket: Captured Western Governments Are Failing the Coronavirus Test

Governing: States and Cities Face the Prospect of Severe Budget Shortfalls

Making Smart Cuts: Lessons from the 1990s Budget Front

Committee for a Responsible Federal Budget: The Debt Fixer

NLC City Fiscal Conditions 2019 Report

NASBO COVID-19 Resources

GFOA Resource Center

ICMA Crisis Response Resources

 

 

Articles on Cutback Budgeting:

Levine, Charles H. “Organizational Decline and Cutback Management.” Public Administration Review.
Vol. 38, No. 4 (Jul. – Aug., 1978), pp. 316-325

Scoresone, Eric A. and Christina Pierhoples. “Fiscal Stress and Cutback Management Amongst State and Local Governments: What Have We Learned and What Remains to Be Learned?” State and Local Government Review. (August 13, 2010).

Nelson, Kimberly L. “Municipal Choices during a Recession: Bounded Rationality and Innovation.” State and Local Government Review. (July 23, 2012).

Pandey, Sanjay K. “Cutback Management and the Paradox of Publicness.” Public Administration Review. Vol. 70, Issue 4 (July/August 2010), pp. 564-571.

 

Public Finance Response:

GASB Considers Delayed Implementation of Several Significant Standards

Nearly 200 Cities Short on Supplies for Dealing With Coronavirus, Mayors Report

(NC) Which Tax and Retirement Deductions Must Be Taken from FFCRA Emergency Paid Leave?

Video: How Should the Federal Government Try to Save the Economy?

Video: Should Cities Bail Out Local Businesses During the Coronavirus Pandemic?

States Confront Fiscal Shock

Finding the Winners: A New Localized Municipal Bond Index

Webinar: NC Zoom Call for Finance Professionals about COVID-19 Response

NC League of Municipalities Projections for State-Collected Local Government Tax Revenue, FY19-20 and FY20-21

States and Cities Face the Prospect of Severe Budget Shortfalls

What the Coronavirus Stock Meltdown Could Mean for Pensions

Transit Agencies Seek Financial Aid

 

Request for Proposals: ABFM Secretariat (Deadline April 10th)

Association for Budgeting and Financial Management
Request for Proposals to Serve as ABFM Secretariat

Deadline: April 10, 2020

Background
The Association for Budgeting and Financial Management (ABFM), a section of the American Society for Public Administration (ASPA), has established in its bylaws (Article VI, Section 5) the role of Secretariat. ABFM is now accepting proposals from academic institutions interested in serving as the Secretariat.

Expected Activities of the Secretariat
The Secretariat fulfills multiple roles, including secretary, archivist, and operations manager.

The Secretariat is expected to maintain section relationships with ASPA and facilitate the day- to-day operations of ABFM. Specifically, the Secretariat performs the following roles, and the response to this RFP should detail how the host plans to meet these expectations.

  • Maintain membership records with ASPA. The Secretariat will work with ABFM’s Membership Chair to monitor membership changes and follow up through emails or other correspondence with new members and those who have dropped their membership.
  • Manage the flow of content through ABFM’s website, with particular emphasis on: notifications regarding the annual conference; job postings; highlighting ABFM members’ blogs, Twitter feeds, or other social media content; relevant links to the ABFM newsletter or other relevant association newsletters; other relevant content. Note that the Secretariat is not expected to create content, but rather to facilitate publication on the website content created by ABFM members.
  • Maintain a variety of digital document archives housed at ABFM’s website. This includes: syllabi and other teaching materials; all relevant Association documents such as the bylaws, template award and appointment letters, etc.; conference papers; and other relevant documents.
  • Perform routine technical maintenance of ABFM’s website. This includes regular updates to security protocols; new site functionality as needed; adding storage capacity and other capacity as needed. If necessary, the host institution should plan to contract with web design/maintenance professionals for these services. If the host institution intends to contract, the RFP response should describe that potential contracting relationship.
  • Maintain a list of the current Executive Committee and Committee Chairs. This list should include name, ground mail address, phone numbers (voice and fax) and email addresses.
  • Coordinate with the Newsletter Editor to distribute the newsletter electronically. Editing will continue to be done by other ABFM members. The Secretariat must correspond with the Newsletter Editor and the ABFM Chair to make sure that the newsletter is delivered to members in a timely manner, ideally bi-monthly, and especially in the weeks prior to the annual ABFM conference.
  • Arrange for the annual elections for new members of ABFM’s Executive Committee and ABFM’s Chair. This requires distributing and processing electronic ballots using the membership list obtained from ASPA.
  • Attend and produce minutes of all ABFM Executive Committee meetings, at the annual conference as well those conducted online and/or by telephone or teleconferencing. Produce and archive all meeting minutes electronically, following review by the ABFM Executive Committee.
  • Ensure that all members of the Executive Committee are notified of the date and time of each Executive Committee meeting.
  • Preserve all records deemed to be important for understanding the history of ABFM, such as conference programs, quarterly newsletters, meeting minutes, and financial records. ABFM’s officers shall determine which records shall be permanently retained and which shall be kept for a specified number of years.
  • Provide for the production of plaques for the Wildavsky, Howard, Curro, and Posner awards, and for the outgoing Chair. Have the plaques ready for the annual conference.
  • Participate in the meetings of the ABFM Executive Committee and attend the annual ABFM conference. The host institution should name the principal contact person for the duration of this agreement. That contact person is expected to attend each Executive Committee meeting and pay the registration fee to attend the annual ABFM conference.
  • Perform other duties as assigned/requested by Chair and/or the Executive Committee. In each of the above expectations, the RFP response should be clear on the extent of the host’s commitment (e.g., financial and staff resources).

Time Period
The response to this RFP should indicate the commitment to enter into an agreement for the host site to serve as the ABFM Secretariat for a period of three years, with renewals subject to a new RFP. The parties to the agreement can expand the terms upon mutual agreement.

Financial Commitment
The RFP response should indicate how the host will provide administrative resources to handle these responsibilities, such as through the allocation of a portion of the time of full time administrative staff, graduate assistants, and/or faculty. The person in charge of the Secretariat should be named and a complete set of contact information should be provided. Administrative costs of the Secretariat should be shared by the host and ABFM as negotiated in response to this RFP.

Response Timetable
Institutions responding to this RFP must do so by April 10, 2020 and in a PDF submitted to ABFM’s Immediate past Chair, Justin Marlowe (jmarlowe@uw.edu). Please direct any questions regarding this RFP to Justin Marlowe.

ABFM Seeking Candidates for Treasurer (Deadline Extended)

ABFM is seeking candidates for Treasurer.  This will be for a three-year appointment, beginning January 1, 2019.  The timeline for the selection process is to field a call for candidates in March/April, evaluate candidates April/May and have a candidate appointed in June.  Starting in July, the selected candidate will assist the current Treasurer with conference registration, collection of conference sponsorships and reviewing and paying conference-related invoices.  Those members interested should submit a cover letter and resume to Bryan Sullivan at abfm2018chairbsullivan@gmail.com by close of business on May 25th, 2018.

The required duties of the Treasurer are specified in Section 5 of ABFM’s Charter and By-Laws:

  1. Have a fiduciary responsibility for the finances of ABFM.
  2. Prepare and execute the annual budget, to be approved by the Executive Committee no later than 30 days prior to the beginning of the fiscal year.
  3. Maintain the financial records of ABFM in accordance with sound financial management and accounting practices, and provide annual financial reports to the Executive Committee, consisting of:
    1. Balance sheet
    2. Statement of cash flows
    3. Statement of income and expenses
    4. Schedule of accounts receivable and accounts payable
    5. Budget versus actual expenditures
  4. Submit the annual report on the financial position of ABFM to the ASPA National Office and National Council.
  5. In conjunction with the Chair-Elect and the Conference Committee Chair, negotiate and sign the hotel contract for the Annual Conference on Public Budgeting and Financial management, after forwarding the contract to the Executive Director of ASPA for review.
  6. Exercise responsibility for the registration and other finances associated with the ABFM Annual Conference on Public Budgeting and Financial Management.
  7. The Treasurer shall oversee the activities of the Vice-Treasurer, who will assist the Treasurer. The Chair may appoint a Vice-Treasurer after consultation with the Treasurer.
  8. Complete IRS Form-990 on behalf of ABFM and file with the IRS by the required deadline.
  9. Perform other duties as assigned/requested by the Chair.

The required skills, knowledge and ability necessary for the successful undertaking of the Treasurer’s role are as follows:

  • Ability to record all financial transactions using generally accepted accounting principles for nonprofit organizations
  • Working knowledge of Quickbooks or other accounting software
  • Ability to generate financial reports from recorded financial transactions
  • Working knowledge of mail merge tools in Microsoft Word
  • Attendance at the ABFM conference each year
  • Access to Wells Fargo banking either online or in person
  • Working knowledge of Paypal and Paypal Here app
  • Knowledge of IRS informational reporting requirements of nonprofits
  • Ability to complete the IRS Form 990 and file with the IRS by the required deadline
  • Ability to manage cash balances in multiple accounts

Want to Host the 2018 ABFM Conference? Proposals Due July 30th

ABFM Members Host Budget Webinar for ASPA