Instructor: Dr. Daniel W. Skubik, PhD JD
Office: J266 /
2:00-6:00PM Tuesdays & by app’t
Voice: 951.343.4288 / Fax: 951.343.4520
Web: http://www.calbaptist.edu/dskubik
E-Mail: dskubik@calbaptist.edu

 

Public Finance & Budgeting

MPA 530
Tuesdays,
6:00-10:00PM

California Baptist University
Fall Semester, Term 2 (Nov-Dec) 2007

 

This course in public finance and budgeting is offered to prepare the student to grasp core issues, operations and values in public and non-profit sector money matters. The focus principally, though not exclusively, concerns understanding and analyzing the underlying principles, as well as some of the essential nuts-and-bolts, of finance and budgetary decision making and processing.

 

A combined socratic-seminar and workshop format will be followed, allowing students to apply principles to financial and budgetary affairs in the public and non-profit sectors, in order better to understand and critique actual practices. By the end of this course, students should be able to:

1)      Analyze and discuss the structure, powers and limits of local government finance and budgeting

2)      Analyze and discuss the structure, powers and limits of non-profit finance and budgeting

3)      Analyze and critique a local government’s/non-profit’s finance and budgetary practices

 

 

Required Texts

BW Honadle, B. Cigler & JM Costa, Fiscal Health for Local Governments: An Introduction to Concepts, Practical Analyses and Strategies (Academic Press, 2003, 0123547512 paperback) [HCG]

 

R. Calia, Priotity-Setting Models for Public Budgeting (Government Finance Officers Association, 2001, 0891252525 paperback) [Calia]

 

The texts are readily available, new & used, from web shops such as Amazon.com, or Barnes & Noble, as well as from the CBU Bookstore.

Other books, handouts and websites also may be referenced throughout the term, contents of which all students will be responsible.

 

 


Readings & Assignments Schedule

 

  Week #1
  (Nov 6)

  Introduction to course, requirements and expectations / Intro to finance & budgeting
  Read and discuss HCG, ch. 1; and Calia, ch. 1

  Week #2
  (Nov 13)

  Read and discuss HCG, ch. 2 & 3; and
  Calia, ch. 2

  Week #3
  (Nov 20)

  Read and discuss HCG, ch. 4 & 5; and
  Calia, ch. 3 & 4
       Presentation Teams and research areas agreed

  Week #4
  (Nov 27)

  Read and discuss HCG, ch. 6 & 7; and
  Calia, ch. 5 & 6

  Week #5
  (Dec 4)

  Read and discuss HCG, ch. 8-10; and
  Calia, ch. 7

  Week #6
  (Dec 11)

  Team Presentations on City of Riverside Budget Update
          (all teams should be able to present this night)

  Week #7
  (Dec 18)

          Concluding Team Presentations (only as necessary)
  Final Exam

  Week #8
  (Dec 25)

  Happy Christmas!
     

 

 

Assessment & Grading Scale

  Team Outline & Presentation = 45%

  90 - 100 = A range  (90-94 = A-)

  Final Exam = 45%

  80 - 89 = B range  (80-83 = B-  /  87-89 = B+)

  Participation = 10%

  70 - 79 = C range  (70-73 = C-  /  77-79 = C+)

 

  60 - 69 = D range  (60-63 = D-  /  67-69 = D+)

 

  0 - 59 = F

 

 

Team Outline & Presentation

Students will self-select for teams (each team comprising at least two students and no more than four students), for preparation and presentation to class of a research project in public or non-profit sector finance & budgeting (specific topic to be arranged with instructor). Teams should be set and research areas agreed with the instructor no later than Nov 20th. The presentation should run ~20 minutes, and use of audio-visual equipment/material is encouraged. The team should compose one copy of a full-form outline for submission to instructor to accompany the actual presentation. All team members must be present at the presentation time to earn credit for the assignment, even if not all team members are involved in its delivery. Each team member will earn the same mark for assessment of the combined outline/presentation (20% outline + 25% presentation = 45% total). The instructor will solicit, and use as discretion advises, class assessment of the presentation when preparing grades. [Research areas ordinarily will be drawn from the City of Riverside budgets for FY 2006-07 or 2007-08; alternative budgets will be considered if digital or hardcopies are available for reference.]

 

 

Final Examination

 

A final examination will be given the last evening, at the end of the term. The exam is comprehensive, covering all materials and discussions assigned. It will be taken individually, not in teams.

 

Specific guidance as to the exam’s length and specific requirements will be proffered before the test date. Format generally will emphasize short answer, case study and essay questions, requiring application of sample cases, concepts and principles in relation to the topics covered in class.

 

The exam is closed book/open notes. This means you are permitted to bring to the exam one standard-sized page (8½” x 11”) of notes you have personally prepared, front and back, without regard to print-size or margins. Other materials, such as website printings or professionally prepared texts or notes, are not permitted. Make-up for final examinations ordinarily will not be arranged.

 

 

Participation

 

Although speaking in class, publicly putting and defending a position or interpretation, can be daunting, you are strongly encouraged to learn to think through your own and others’ experiences and insights within the context of our discussions. In this context, you are not being evaluated for reaching “right” conclusions, but for demonstrating your facility in forming arguments for any conclusions put, given the material we will cover in class.

 

To give direct incentive to so engage, 10% of your mark for the course will be comprised of my assessment of your classroom participation during the term. Participation is to include in-class discussions during the course, and does not include attendance.

 

Both because of the nature of the course and its content, and the teamwork required to complete assigned assessment items, attendance is expected, with a simple threshold requirement: we have 7 scheduled class sessions, and you are expected to attend at least 5 full class sessions (~75%). Should you miss more than 2 class sessions, or need regularly to come late/leave early, you must speak with me before you will be permitted to complete the course.

 

 

CBU Statement on Academic Dishonesty

 

Faculty in the College of Arts & Sciences (CAS) have been asked to include the following statement in all our syllabi. Do speak with your instructor if at any time you have questions or concerns about this statement and its meaning for or application in your classes.

 

Academic dishonesty (cheating, plagiarism, copying, and other forms) will be reported to the Dean of Students. Judicial sanctions for offense [sic] are handled on a case-by-case basis depending on the seriousness of the violation, prior violations and other factors. Judicial sanctions may include, but are not limited to, loss of a letter grade or failure in the course in which the offense occurred, suspension, and/or dismissal from the University. A detailed discussion of academic dishonesty is located in the Student Handbook.

 

Source: 2006-2007 Undergraduate Catalog, at p.80

 

Caveat

This syllabus schedule is composed in good faith, with a schedule of readings and assignments that will guide us throughout the term. Still, the instructor reserves the right to make adjustments to this schedule as deemed necessary for the overall enterprise of the course. Any changes will be communicated as far in advance as feasible, and you are responsible for knowing if and when any changes have been made.