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This resource page was developed to give ¹Ü¼ÒÆŲÊͼ member leaders access to key documents related to the financial planning process within the ¹Ü¼ÒÆŲÊͼ. For more detailed information concerning the latest updates, news, learning tools and financial reports, please visit the .

• ALA Financial Primer (PDF)

• BARC Liaisons Contact List (2021)

• Budget calendar: Three-year budget cycle (PDF, 89KB)

The budget development, implementation and review calendar provides an overview of ¹Ü¼ÒÆŲÊͼ staff and member leader activities relating to the immediately prior fiscal year, the current fiscal year, and the upcoming fiscal year.

• Budgets: Context, development, and review

This document describes the context in which the ¹Ü¼ÒÆŲÊͼ budget is developed and implemented and provides an overview of the budget development process and timeline, guidelines for effective budget development and review, and links to additional information.

• Financial Data

• Financial terms glossary

A list of financial terms pertinent to ¹Ü¼ÒÆŲÊͼ budget background and guidelines.

• Fund structure

A graphic representation of the total ¹Ü¼ÒÆŲÊͼ budget, including descriptions and components of the Operating Fund, the Plant Fund, the Long-Term Investment Fund, and Grants & Awards.

• Indirect cost calculation and process

The formula, process, and methodology for calculating a unit's indirect costs, including an example and downloadable supporting documents.

This page was prepared under the direction of the ALA Training, Orientation and Leadership Development Committee (TOLD). For additional assistance and comments, please contact, Lorelle R. Swader, Director of the Office for Human Resource Development and Recruitment (HRDR) at lswader@ala.org.