Citizen Centric Reporting (CCR)

1. Citizen Centric Reporting (CCR) Kim R. Wallin CMA, CFM, CPA Nevada State Controller

2. 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

3. 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

4. Why Do a CCR vs PAFR? • Clear and Understandable – 4 Pages • Provides more transparency • Improves citizens access to financial information

5. Preparing a CCR Resources Available: • AGA website:http://www.agacgfm.org/AdvocacyEvie Barry ebarry@agacgfm.org or 703-684-6931 ext.324 • Content Guidelines • Design Guideline • Media and Communications Template • Completed Reports – Don’t Reinvent the Wheel!

6. 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

7. AGA Citizen-Centric Government Reporting Template Content Guidelines • Page 1 • Strategic Objectives - What we’re required to do • Demographic information • Page 2 • Notable Accomplishments - top services • Performance metrics (non-financial) for services • Page 3 • Revenues and Expenses - pie charts • Page 4 • What’s Next? Future Challenges? • Infrastructure items

8. What are we required to do? Population, Per capita Income, # of Gov’t workers

9. Go to website For more information

10. Use Pie Charts - compare to previous years Complete financial information can be found on website

11. 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

12. Feedback from User’s of CCR • Increased Distribution PAFR – 2,500 CCR – 15,000 • Citizen’s • Legislature • Schools

13. AGA’s Certificate of Excellence in Citizen-Centric Reporting • Certificate of Achievement in Citizen-Centric 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

14. Examples of Excellent CCR’s • 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

15. Does it Qualify for GFOA PAFR Certificate and Why? • Yes! • Why? • Meets all of the requirements of a PAFR

16. GFOA Comments CCR vs PAFR CCR PAFR 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 • 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

17. How it Can Be Improved • More performance measures • Translate into Spanish

18. Other Uses for CCR’s • Elected Officials • Intergovernmental Dependency • ARRA Funds • Individual Agencies or Departments

19. ? ? ? kwallin@controller.state.nv.us