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Citizen Centric Reporting Baltimore Chapter September 17, 2014

Citizen Centric Reporting Baltimore Chapter September 17, 2014. AGA Mission: AGA fosters learning, certification, leadership and collaboration for professionals and stakeholders committed to advancing government accountability. Goals: Certification Member Value Thought Leadership

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Citizen Centric Reporting Baltimore Chapter September 17, 2014

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  1. Citizen Centric ReportingBaltimore ChapterSeptember 17, 2014

  2. AGA Mission: AGA fosters learning, certification, leadership and collaboration for professionals and stakeholders committed to advancing government accountability. Goals: Certification Member Value Thought Leadership Empowerment Collaboration Who We Are: 14,805 members are employed by federal (27%), state & local governments (42%) and the private sector, academics, retirees (31%).

  3. AGA e-Reporting Research

  4. e-Reporting Research • Researcher: Billy Morehead, Ph.D., CGFM • Sponsored by: Ernst & Young, LLP • http:www.agacgfm.org/AGA/Research

  5. e-Reporting Research Purpose of research • Opportunity for entities to advance e-reporting of financial, non-financial and performance data Method • Surveyed citizens, media & preparers (804) Conclusion • 6 recommendations

  6. e-Reporting Research AGA Definition “The government’s obligation to the people for its actions and use of resources.”

  7. e-Reporting Research What is e-Reporting? “Electronic access of government financial, non-financial and performance data through a government website.” (per AGA research definition)

  8. e-Reporting Research **RECOMMENDATIONS** 1)Standard setters, preparers & citizen users all, and should have a stake in the process 2)Standardization of data definitions, report content & report format is paramount

  9. e-Reporting Research **RECOMMENDATIONS** 3) Trustworthiness of government information is earned and is absolutely necessary for success 4) Leverage existing technologies to “make it happen”

  10. e-Reporting Research **RECOMMENDATIONS** 5) Go for low hanging fruit so small successes can be celebrated early and often 6)Leverage the convening power of AGA

  11. CITIZEN CENTRIC REPORT INITIATIVE

  12. Certificate of Excellence in Citizen-Centric Reporting (CCR) CCRs are: • Intended to foster an innovative means of communication between government and its citizenry • To make government more accountable to its citizens, and to help Americans become better educated and better able to participate in government activities.

  13. Current State of Government Reporting • Commitment • AGA is committed to increasing the levels of transparency and accountability in government, and driving the understanding among the general public. • AGA recognizes that citizens have a right to an understanding of how governments are spending their money. • AGA is dedicated to improving communication tools for the public that are neither technical nor lengthy.

  14. CCR = OR Citizen-Centric Reporting

  15. Current State of Government Reporting “Are Comprehensive Annual Financial Reports Useless?” For all their charts and graphs, CAFRs don’t tell public officials -- or the public -- anything about fiscal sustainability or whether a locality’s finances might be trending south. Governing – Jonathan Walters – September 2012 http://www.governing.com/topics/finance/gov-are-annual-financial-reports-useless.html

  16. Current State of Government Reporting “Giving Citizens Numbers They Can Understand” Governing – Bring on the Funk column – February 2013 http://www.governing.com/gov-institute/funkhouser/col-citizen-centric-financial-reporting-accountability-transparency.html

  17. Current State of Government Reporting “Rethink Your Annual Report” “If you’re thinking about producing a high-gloss, multicolored annual report, with the pictures, the charts and the long opening “welcome” letters from your CAO and/or top elected official, please think again.” http://americancityandcounty.com/administration/ rethink-your-annual-report Ryan Alsop, Asst. CEO, County of Los Angeles September 8, 2014

  18. Current State of Government Reporting The Answer • Citizen-Centric Reporting • General Guidelines • Short (four pages) • Understandable • Easy-to-read • Informative

  19. Constructing a Report – Page 1 What is the Government Chartered to do? • Vision Statement • Strategic Goals • How the government is is organized • Demographics • Table of Contents Our Mission Providing public safety across the State of Idaho through law enforcement excellence Message from the Colonel: In times of declining revenues, we at ISP don’t stop being as active as in times of plenty Mercer County 2011 Demographics Population: 366,513 No. of Households: 106,898

  20. Current State of Government Reporting

  21. Constructing a Report – Page 2 Performance Information on Key Missions and Service (cont’d)

  22. Current State of Government Reporting

  23. Constructing a Report – Page 3 Revenues and Expenditures • Include revenue and cost data for major areas • Use charts • Reference the audit conducted • Reference website for detailed financial information

  24. Current State of Government Reporting

  25. Constructing a Report – Page 4 Future Challenges and Economic Outlook • Include items specific to the community that will have future effects (economic changes, tax cuts or increases, major new employer, employer leaving, unemployment, technological improvements, infrastructure improvements, education, environmental aspects, being transparent, etc.) • Ask for feedback by including a contact name and contact information

  26. Current State of Government Reporting

  27. Constructing A Report Design Guidelines • Visual Appeal & Readability • Use of Pictures, Graphics and Color • Ample White Space (not text-heavy) • Free of technical jargon • Use a professional designer or publishing software Guilford County Schools 4-year cohort graduation rate improved from 80.7% in FY 2009-2010 to 83.1% in FY 2010-2011. This compares to the state rate of 77.9%.

  28. Tools and Guidance Online • Content Guidelines • Design Guidelines Use the templates: • Microsoft Publisher • Microsoft Word (updated) • In-Design • Completed Reports • www.agacgfm.org/citizen

  29. Awards Program • Certificate of Excellence in Citizen-Centric Reporting (and Achievement Certificate) • Peer Reviewed • No Charge to Participate

  30. One Last Takeaway Colonel G. Jerry Russell, Director, Idaho State Police, "The Citizen Centric Report (CCR) has proven to be an extremely useful tool for the Idaho State Police. We use the CCR as a public relations tool to help keep our citizens informed of the vision, direction and accomplishments of this organization. The CCR really offers a 'Readers Digest' version of our operations for the year, has proven to be useful not only as an informational tool for the public, but also works well when visiting with our legislators. I sincerely believe that the CCR is one tool that this agency has found many uses for, and I am excited about the opportunities that we have to reflect on our accomplishments."

  31. One Last Takeaway “Whenever the people are well-informed, they can be trusted with their own government." -- Thomas Jefferson

  32. Contact Eveanna (Evie) Barry ebarry@agacgfm.org www.agacgfm.org/citizen

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