Follow the Money - From Surpluses to School Buses: Understanding Public Finance
Annual BRASS program
June 26, 2006
New Orleans, Louisiana
Public Finance Information Sources:
A Bibliography
Compiled by BRASS 2006 Annual Program Planning Committee
Download the bibliography as a Word document
Appendix B: Typology of Finance-Related PublicationsAPPENDIX B: TYPOLOGY OF FINANCE-RELATED PUBLICATIONS
Below is a framework for thinking about the types of public finance information produced, and what level of information various sources might provide. The original typology was created to address any business and economics related information that was regional. This document still includes some of those broader resources, but has been expanded to include federal and international sources, and enhanced to specifically address public finance information-seeking. It is now a multi-purpose tool to facilitate matching an information need with a potential source.
Key: "All" in the Coverage column means the resource covers local, regional, state, federal and international information.
Readily Available Resources:
Business, Public Finance, and Economic Conditions
| Source Name | Coverage | Source/Notes |
| Local, Regional or State Administrative Offices | ||
| City/LocalGovernment | local | calling is most useful; there are not always mailing lists, and where there are, they are not used consistently, so cultivating personal contacts is best |
| mayor's office | budget proposals, special reports, policy statements | |
| budget and finance office | budgets, statistics | |
| planning department | special reports | |
| Regional Government | regional | special reports |
| County administrator's headquarters | special reports, policy statements | |
| County budget and finance department | budget, statistics | |
| State government | state | |
| governor's office | special reports, policy statements | |
| department of revenue | tax statistics, starting a business guides, special reports | |
| budget office | budgets, statistics | |
| general services/bookstore | state administrative manual, phone directories, statutes | |
| legislative office | statutes, bulletins, state code | |
| environmental protection office | recycled products guides, etc. | |
| department of labor and industry | may be regional offices as well as a state HQ; information on wages, employment and unemployment, affirmative action planing, special reports on labor force and issues that affect it, statistics | |
| department of commerce/trade | imports and exports info, special reports, statistics | |
| department of economic development | starting a business guides, special reports, statistics | |
| department of travel and tourism | special reports, statistics | |
| Universities | ||
| business schools, economics department, public policy and management programs, research institutes | all | reports and studies, statistics
Examples:
|
| Non-profit Policy Institutes, Agencies and Incubators | ||
| Incubators and Development Agencies | local | starting a business guides, directories, reports; sometimes act as networks of or make referrals to primary sources for market research and other info |
| National League of Cities | local | annual reports, e.g., City Fiscal Conditions; http://www.nic.org/home |
| United Way | local | directories to local social services |
| Convention and Visitors' Bureaus | local, regional, state | reports, statistics, guides |
| Local Branches of Professional Associations | local, regional | guides, directories, reports |
| Federation of Tax Administrators | state | individual and corporate tax rates |
| National Association of State Budget Officers | state | briefs, reports, data, e.g., Fiscal Survey of the States (states' general funds receipts, expenditures and balances; http://www.nasbo.org/publications.php |
| Tax Foundation | state | data, reports, e.g., Facts & Figures on Govt. Finance and State Taxes & Spending; http://www.taxfoundation.org/news/show/147.html |
|
International Agencies
e.g., United Nations, World Bank, International Monetary Fund, OECD |
international | country-level data, sometimes regional, state or local, such as: national accounts, revenue, expenditures, economic indicators, development, trade |
| Chambers of Commerce | all | directories, reports, statistics; sometimes specialty/topical reports |
| Independent Research Institutes | all | reports, studies, policy analysis |
| Federal Information (produced at national and regional levels) | ||
| U.S. Bureau of Economic Analysis | all |
http://www.bea.gov/bea/regaional/data.htm
Includes BEAR Facts (local, state and regional personal income, also Gross State Product) http://www.bea.gov/ includes national & international trade, GDP data (by industry) |
| U.S. Census Bureau | ||
| local, state, national | starting point to docs and data on public finance from CB: Annual Survey of Govt. Finances, state and local finance, tax, public school finance, http://www.census.gov/govs/www/financegen.html | |
| local, national | federal expenditures to local communities: Consolidated Federal Funds Report, http://www.census.gov/govs/www/cffr.html | |
| state, national | reports, data, e.g., Federal Aid to States by Fiscal Year; http://www.census.gov/prod/www/abs/fas.html | |
| all | business and economic data programs of CB, e.g., various years of the Economic Census, Annual Survey of Manufacturers, County and ZIP Business Patterns, etc., http://www.census.gov/econ/www/ | |
| all | compendium & finding aid for data on revenue, expenditures, national accounts, government debt, trade, business, demographics: Statistical Abstract of the United States, http://www.census.gov/prod/www/abs/statab.html | |
| State Data Centers | http://www.census.gov/sdc/www/ | |
| regional | "county data" type books, economic indicators | |
| regional, state | "statistical abstract" type documents | |
| University-generated Data Sets | local | demographics; example: http://www.maproom.psu.edu/mapper/econ-z/ |
| Bureau of Labor Statistics | local | wages per occupation in local area + employment/unemployment data: National Compensation Survey - http://www.bls.gov/ncs/ocs/compub.htm |
| Bureau of Labor Statistics, regional offices | ||
| local, regional | Consumer Expenditure Survey -
http://www.bls.gov/cex/csxmsa.htm http://www.bls.gov/cex/csxregion.htm |
|
| regional, state, national | Consumer Price Indexes -
http://www.bls.gov/cpi/ (See "Regional Resources" in right column) |
|
| local, regional, state | Local Area Employment and Unemployment -
http://www.bls.gov/sae/ |
|
| Federal Reserve Bank, regional offices | regional, state | Economic Activity Index, reports, statistics - http://www.phil.frb.org/publicaffairs/otherfeds.html |
| regional, state, federal & international | "Fed in Print: A Comprehensive Index to Federal Reserve Economic Research"
data sets: FRED, ALFRED, FRASIER, and LIBER8, http://www.stlouisfed.org |
|
| Office of Management & Budget | federal (primarily) | Economic Report of the President, http://www.gpoaccess.gov/eop; budget docs, Congressional testimony, reports, http://www.whitehouse.gov/omb |
| Privately-published Information/Websites | ||
| General | ||
| Local Business News | all | news, directories, rankings and lists |
| Local Newspapers | all | special series and reports |
| Public Finance-Related | ||
| Economagic | all | economic time series, centralized links to BLS,, Census, Commerce, DOE sites + some international, http://www.economagic.com/ |
| Mergent | local, regional, state | long-term debt/bonds, financial statements, statistical data, bond descriptions: Municipal and Government Manual; http://www.mergent.com/ |
| AccountantsWorld | local, state | [State] Tax Handbook (selected states) -- http://www.americanlawyer.com |
| Commerce Clearing House | all | tax guides - http://www.cch.com |
| Demographics | ||
| CACI Marketing Systems | local, regional, state, national | demographics (zip, county, etc.) Sourcebook America - http://www.esribis.com/books/sourcebookamerica.html |
| Trade Dimensions | local, regional, state, national | Demographics USA series- http://www.tradedimensions.com/prod_dus.asp |
| Miscellaneous | ||
| Grubb and Ellis | local, regional, national | current costs of office, retail, warehouse space per sq. foot: Annual Real Estate Forecasts, http://www.grubb-ellis.com (under "Research") |
| SMC Business Councils | regional | salary surveys; http://www.smc.org/ |
| American City Business Journals | regional | books of lists, rankings of commercial and non-profit organizations - http://www.bizjournals.com/bookoflists/ |
| Directories | ||
| HelloMetro | local, state | directories, "State and Local Government on the Net," http://www.statelocalgov.net |
| Carroll's Municipal/County Directories | local, regional, state, national | directories, http://www.carrollpub.com/directories.asp |
| D&B Business Directories | all | directories, http://www.dnb.com/ |
| Thomas Regional Directories | local, state | directories, http://www.thomasnet.com/ |
Follow the Money - From Surpluses to School Buses: Understanding Public Finance
BRASS Program, ALA Annual Conference, June 26, 2006
- Strauss presentation
- Stierholz presentation
- Janousek presentation
- Bibliography: pt. 1, Local and State Sources
- Bibliography: pt. 2, Federal and International Sources, Indexes and Periodicals
- Bibliography: Appendix A, Public Finance Vocabulary
- Bibliography: Appendix B, Typology of Finance-Related Publications
Disclaimer: This publication has been placed on the web for the convenience of BRASS members. Information and links will not be updated. Posted 19 June 2006.




