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Financial Planning

Appendices

APPENDIX A
For Further Reading

Appendix B
Blank Worksheets

APPENDIX A. FOR FURTHER READING

The following resources may be helpful to you when performing financial planning for your tribe:

APPENDIX B. BLANK WORKSHEETS

Below are two tables that can be used to help you create a financial plan for your tribe. The tables here are formatted to match the Practice While You Learn! example. You may need to add rows, add columns, or duplicate tables to match the needs of your tribe

Table B-1.Funding Inventory Worksheet

Funding Stream Program Officer Eligible Project Types Year 1 Revenue 20-year Total
         
         
         
         
         
         
         

Table B-2.Project Matching Worksheet

Priority Project Name Project Type Cost Funding Stream Funding Allocation from This Stream Remaining Funding in This Stream
1     $   $ $
    $ $
  $ $
  $ $
  $ $
  $ $
2     $   $ $
    $ $
  $ $
  $ $
  $ $
  $ $
3     $   $ $
    $ $
  $ $
  $ $
  $ $
  $ $
4     $   $ $
    $ $
  $ $
  $ $
  $ $
  $ $
5     $   $ $
    $ $
  $ $
  $ $
  $ $
  $ $
6     $   $ $
    $ $
  $ $
  $ $
  $ $
  $ $
Updated: 05/29/2014
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