Transcript Slide 1
Citizen Centric Reporting
(CCR)
Kim R. Wallin CMA, CFM, CPA
Nevada State Controller
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Why do a CCR vs PAFR
Preparing a CCR
Feedback from users of CCR’s
AGA’s Certificate of Excellence in
Citizen-Centric Reporting
• GFOA Certificate
• How it can be improved
• Other CCR uses
Why Do a CCR vs PAFR?
• AGA’s Compelling Message
• “AGA believes that these reports will make
governments more accountable to their citizens,
and will help Americans become better educated
and better able to participate in government
activities.” Relmond Van Daniker, Executive
Director AGA
• “This initiative is about honestly reporting back
to our citizens and saying, ‘This is what’s been
done well, and this is where we’re going to need
to improve in the years to come.’ This state
learned long ago that you can’t move forward
without its citizens weighing in, and we hope
this report is a big step in making that process
easier.”—John J. Radford, CGFM, CIA, CFE,
State Controller, State of Oregon
Why Do a CCR vs PAFR?
• Clear and Understandable – 4 Pages
• Provides more transparency
• Improves citizens access to financial
information
Preparing a CCR
Resources Available:
• AGA
website:http://www.agacgfm.org/Advocacy
Evie Barry [email protected] or
703-684-6931 ext.324
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Content Guidelines
Design Guideline
Media and Communications Template
Completed Reports – Don’t Reinvent the
Wheel!
AGA Citizen-Centric Government
Reporting Template
Design Guidelines
• Visual Appeal & Readability
• Use of Pictures and Pie Charts
• 10-point Font or Higher
• Ample White Space
• Free of Technical Accounting Jargon – Keep it
Simple
• Professional Designer or Publishing Software
AGA Citizen-Centric Government
Reporting Template
Content Guidelines
• Page 1
o Strategic Objectives - What we’re required to do
o Demographic information
• Page 2
o Notable Accomplishments - top services
o Performance metrics (non-financial) for services
• Page 3
o Revenues and Expenses - pie charts
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Page 4
o What’s Next? Future Challenges?
o Infrastructure items
What are we
required to do?
Population,
Per capita
Income, # of
Gov’t workers
Go to website
For more
information
Use Pie Charts
- compare to
previous years
Complete
financial
information
can be found
on website
Report on 3-4
major
challenges
facing
community
Not required by
AGA Intergovernmental
Financial
Dependency and
Related Risks
Include
statement
asking for
feedback
Include
contact name
Feedback from User’s of CCR
• Increased Distribution
PAFR – 2,500
CCR – 15,000
• Citizen’s
• Legislature
• Schools
AGA’s Certificate of Excellence in
Citizen-Centric Reporting
• Certificate of Achievement in CitizenCentric Reporting
• No Cost to Participate
• Report must be prepared in a timely
manner
• Go to AGA website for complete list of
required elements
• Must submit 5 copies of report and link to
your website
Examples of Excellent CCR’s
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No technical jargon
Easy to read and understand
Includes the mission and goals
Not political or a PR document
Addressed future challenges
Filed on time
Does it Qualify for GFOA PAFR
Certificate and Why?
• Yes!
• Why?
– Meets all of the requirements of a PAFR
GFOA Comments CCR vs PAFR
CCR
PAFR
• Conciseness of the
report
• Graphics are well done
• Photos are visually
appealing
• Add a greater variety of
colors for the pie charts
• Good economic
discussion
• Number of reports
distributed
• Outstanding graphics
• Excellent photos and use
of colors
• Charts and graphs are
very effective
• Narratives are informative
without being to lengthy
• Good distribution through
State Library and
Economic Development
Offices
How it Can Be Improved
• More performance measures
• Translate into Spanish
Other Uses for CCR’s
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Elected Officials
Intergovernmental Dependency
ARRA Funds
Individual Agencies or Departments
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[email protected]