Budget & Budgetary Control Questionnaire

Name:
______

Designation:
_______

Please provide answers to the following questions:

1. Are you aware of the budgets prepared by your organization?

a) Yes b) No c) Not Applicable

2. Are you aware of the budgeting process taking place in your organization?
a) Yes b) No c) Not Applicable

3. How often the budget meetings are conducted by the board?

a) Frequently b) Rarely c) Not Applicable

4. Are financial targets are set up in the meetings?

a) Yes b) No c) Not Applicable

5. Are budgetary responsibilities established for different sections during the

meetings?
a) Yes b) No c) Not Applicable

6. Are staff aware of their responsibilities in each section?

a) Yes b) No c) Not Applicable

7. Does income and expenditure appear on the budget statements?

a) Yes b) No c) Not Applicable

8. Are budgets prepared separately for Registered and Unregistered Schemes?

a) Yes b) No c) Not Applicable

9. Who reviews each budget?

a) A member of staff at a senior level
b) A member of staff at a junior level
c) A non-staff member
d) Not Applicable

10. Does the organization adhere to its time table for the preparation and release
of the
budgets?
a) Yes b) No c) Not Applicable

11. How often is information sent to budget holders?

a) Monthly b) Quarterly c) Annually d) Not Applicable
12. Does the organization release to the public a mid-year review of the budget
that includes
updated income and expenditure estimates for the budget year underway?
a) Yes b) No c) Not Applicable

13. Are budget statements included in the Annual Reports?

a) Yes b) No c) Not Applicable

14. Are variations in income and expenditure reported to budget holders and the
board?
a) Yes b) No c) Not Applicable

15. Is a standard report format used for informing?

a) Yes b) No c) Not Applicable

16. Are budget holders satisfied with the information?

a) Yes b) No c) Not Applicable

17. Does the budget present information on Contingent Liabilities (such as

government loan
guarantees)?
a) Yes, extensive information on Contingent Liabilities is presented.
b) Yes, some information on Contingent Liabilities is presented, but
certain
details are excluded.
c) No, information on Contingent Liabilities is not presented.
d) Not Applicable

18. Does the budget present information on Future Liabilities (such as civil
service
pensions)?
a) Yes, extensive information on Future Liabilities is presented.
b) Yes, information on Future Liabilities is presented, highlighting key
Future
Liabilities, but certain details are excluded.
c) No, information on Future Liabilities is not presented.
d) Not Applicable

19. Are the budgets useful for assessing the performance of your organization?
a) Yes b) No c) Not Applicable

20. Does the budget contain performance indicators, such that one can asses whether
there has been progress towards meeting policy goals?
a) Yes b) No c) Not Applicable

21. Please give your suggestions to improve Budgetary control in your organization: