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Advancing Government
                    Accountability and
                 Transparency Through
General title




                Citizen Centric Reporting



                         May 20, 2008
Background
                • AGA is committed to fulfilling a public
                interest obligation to advance government
                accountability.
General title




                • Citizens have a right to an understanding
                of how governments are spending their
                money and if it is being efficient and
                effective.
                • Current reporting is too cumbersome for
                the average citizen.
                • AGA commissions National Survey.
AGA/ Harris Interactive® Survey
                Public Attitudes Toward Government
                Accountability and Transparency 2008

                • Government    at all levels is failing to meet the
General title


                needs of its citizens with regard to financial
                management reporting.
                • The public at large overwhelmingly believes
                government has the obligation to provide reporting
                that explains how the government generates and
                spends its money; however, government is not
                meeting expectations in any area included in this
                survey.

                         Complete Survey Results at
                         http://www.agacgfm.org/harrispoll2008.aspx
AGA/ Harris Interactive® Survey
                Public Attitudes Toward Government
                Accountability and Transparency 2008

                • Across all levels of government, those surveyed
General title

                held being “open and honest in spending practices”
                and being “responsible to the public for its
                spending” vitally important but felt that
                government performance was poor in this area.
                • Respondents are specific in the ways in which
                government can address their needs and improve
                accountability, including better reporting (open
                disclosure, easy-to-read reports), a change in
                attitude in communications (honesty and
                transparency) and better information in the right
                channels (websites, through the press).
AGA/ Harris Interactive® Survey
                Public Attitudes Toward Government
                Accountability and Transparency 2008

                • There is an overall agreement on the importance
General title

                for federal, state and local governments’ financial
                management information to be available to the
                public.

                • Only 5% believe that having this information
                available to them is not important, regardless of
                level of government.
AGA/ Harris Interactive® Survey
                Public Attitudes Toward Government
                Accountability and Transparency 2008

                • However, among those who do receive
General title

                information about governments’ generation and
                spending of money, there is a strong dissatisfaction
                with the information that they receive.

                • The strongest dissatisfaction is with the
                information about the Federal government’s
                financial management (Federal, 61%; State, 47%;
                Local, 38%).
AGA/ Harris Interactive® Survey
                Public Attitudes Toward Government
                Accountability and Transparency 2008

                • A large majority of Americans (89%) believe that
General title

                as taxpayers, they are entitled to transparent
                financial management information.

                • 57% take the strongest position possible that
                government has an obligation to provide reports
                that explain how the government generates and
                spends money.
AGA Citizen-Centric Reporting

                AGA believes that government financial
                information should be provided in forms
                that are:
General title




                • Clear and Understandable
                • Updated Regularly and Often
                • Delivered to All and Easy to Locate
                • Honest in Breadth and Technically
                Accurate in Detail
AGA Citizen-Centric Reporting

                • AGA believes that its citizen friendly
                four-page report template can contribute
General title
                to a solution
                • League of Women Voters Support
                • Sloan Foundation Grant Support
Constructing A Report Doesn’t take a
                    Super Human Effort!

                    Resources Available:
General paragraph




                      • Content Guidelines

                      • Design Guidelines

                      • Media and Communications Templates

                      • Completed Reports – Don’t Reinvent
                      the Wheel!
AGA Citizen-Centric Report
                    Content Guidelines
                    • Page 1
General paragraph
                        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
                    • Page 4
                       o What’s Next? Future Challenges?
                       o Infrastructure items
AGA Citizen-Centric Report
                    Design Guidelines

                    • Visual Appeal & Readability
                    • Use of Pictures and Pie Charts
General paragraph




                    • 10-point Font or Higher
                    • Ample White Space
                    • Free of Technical Accounting Jargon – Keep it Simple
                    • Professional Designer or Publishing Software
Page 1 Example:




General paragraph




                                      What are we
                                      required to do?




                    How the
                    government is
                    setup




                     Population,
                     Per capita
                     income, # of
                     gov’t workers
Page 2 Example:



                    Ask what
                    performance
                    metrics do you
                    want to see
General paragraph

                    included?




                                      Report on 3 - 4
                                      key services
                                      (non-financial
                    Go to website     outcomes) -
                    for more          Compare to
                    information       previous years
Page 3 Example:
                                      Costs/Revenues
                                      for servicing
                                      citizens




General paragraph


                    Use Pie Charts
                    - compare to
                    previous years




                    Complete
                    financial                   Include similar
                    information                 statement – re:
                    can be found                audit
                    on website
Page 4 Example:   Report on 3 - 4
                                      major challenges
                                      facing community




General paragraph




                    Include similar
                    statement -
                    feedback
                                         Include
                                         contact name
Distribute Your Report

                    • Print in local newspaper
                    • Post to website
                    • Print bulk copies – libraries, grocery stores, city hall
General paragraph




                    • Hold a press conference
                    • Mailing lists
                    • Governor’s office, city/county offices
                    • Activist Groups, League of Women Voters
Completed Reports
                      • AGA

                      • Maricopa County, Arizona
                      • City of Portland, Oregon
General paragraph




                      • State of Oregon
                      • State of Nevada
                      • City of Saco, Maine
                      • Washington D.C.
                      • City of Tallahassee, Florida
                      • Blount County, Tennessee
                      • Massachusetts Developmental Disabilities
                      Council
Completed Reports
                      • Village of Los Lunas, New Mexico
                      • TN Comptroller of the Treasury

General paragraph
                      • Office of Management Services, Comptroller
                      of the Treasury, State of Tennessee
                      • Saint Louis County, Minnesota
                      • City of Virginia Beach, Virginia (draft)
                      • Columbus Metropolitan Library (draft)
                      • City of Carmel, Indiana (draft)
                      • City of Lawrence, Indiana (draft)
                      • State of Indiana (draft)
Others in the Works
                      • U.S. Coast Guard

                      • U.S. Department of Defense
                      • Denali Commission
General paragraph




                      • City of Phoenix, Arizona
                      • Albany, New York
                      • State of Arizona
                      • State of Nevada
                      • City of Schenectady, New York

                      • Strong Interest from Many Others

                      • Your Government Here!
AGA Citizen-Centric Reporting
                • AGA believes that these reports will make
                governments more accountable to their citizens,
                and will help Americans become better educated
General title
                and better able to participate in government
                activities.

                “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
Please let us know what you think
                 about citizen centric reporting!

General chart
                   Contact Susan Fritzlen at
                 sfritzlen@agacgfm.org and/or
                         1.800.242.7211.



                      www.agacgfm.org

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Advancing government accountability and transparency through citizen centric reporting

  • 1. Advancing Government Accountability and Transparency Through General title Citizen Centric Reporting May 20, 2008
  • 2. Background • AGA is committed to fulfilling a public interest obligation to advance government accountability. General title • Citizens have a right to an understanding of how governments are spending their money and if it is being efficient and effective. • Current reporting is too cumbersome for the average citizen. • AGA commissions National Survey.
  • 3. AGA/ Harris Interactive® Survey Public Attitudes Toward Government Accountability and Transparency 2008 • Government at all levels is failing to meet the General title needs of its citizens with regard to financial management reporting. • The public at large overwhelmingly believes government has the obligation to provide reporting that explains how the government generates and spends its money; however, government is not meeting expectations in any area included in this survey. Complete Survey Results at http://www.agacgfm.org/harrispoll2008.aspx
  • 4. AGA/ Harris Interactive® Survey Public Attitudes Toward Government Accountability and Transparency 2008 • Across all levels of government, those surveyed General title held being “open and honest in spending practices” and being “responsible to the public for its spending” vitally important but felt that government performance was poor in this area. • Respondents are specific in the ways in which government can address their needs and improve accountability, including better reporting (open disclosure, easy-to-read reports), a change in attitude in communications (honesty and transparency) and better information in the right channels (websites, through the press).
  • 5. AGA/ Harris Interactive® Survey Public Attitudes Toward Government Accountability and Transparency 2008 • There is an overall agreement on the importance General title for federal, state and local governments’ financial management information to be available to the public. • Only 5% believe that having this information available to them is not important, regardless of level of government.
  • 6. AGA/ Harris Interactive® Survey Public Attitudes Toward Government Accountability and Transparency 2008 • However, among those who do receive General title information about governments’ generation and spending of money, there is a strong dissatisfaction with the information that they receive. • The strongest dissatisfaction is with the information about the Federal government’s financial management (Federal, 61%; State, 47%; Local, 38%).
  • 7. AGA/ Harris Interactive® Survey Public Attitudes Toward Government Accountability and Transparency 2008 • A large majority of Americans (89%) believe that General title as taxpayers, they are entitled to transparent financial management information. • 57% take the strongest position possible that government has an obligation to provide reports that explain how the government generates and spends money.
  • 8. AGA Citizen-Centric Reporting AGA believes that government financial information should be provided in forms that are: General title • Clear and Understandable • Updated Regularly and Often • Delivered to All and Easy to Locate • Honest in Breadth and Technically Accurate in Detail
  • 9. AGA Citizen-Centric Reporting • AGA believes that its citizen friendly four-page report template can contribute General title to a solution • League of Women Voters Support • Sloan Foundation Grant Support
  • 10. Constructing A Report Doesn’t take a Super Human Effort! Resources Available: General paragraph • Content Guidelines • Design Guidelines • Media and Communications Templates • Completed Reports – Don’t Reinvent the Wheel!
  • 11. AGA Citizen-Centric Report Content Guidelines • Page 1 General paragraph 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 • Page 4 o What’s Next? Future Challenges? o Infrastructure items
  • 12. AGA Citizen-Centric Report Design Guidelines • Visual Appeal & Readability • Use of Pictures and Pie Charts General paragraph • 10-point Font or Higher • Ample White Space • Free of Technical Accounting Jargon – Keep it Simple • Professional Designer or Publishing Software
  • 13. Page 1 Example: General paragraph What are we required to do? How the government is setup Population, Per capita income, # of gov’t workers
  • 14. Page 2 Example: Ask what performance metrics do you want to see General paragraph included? Report on 3 - 4 key services (non-financial Go to website outcomes) - for more Compare to information previous years
  • 15. Page 3 Example: Costs/Revenues for servicing citizens General paragraph Use Pie Charts - compare to previous years Complete financial Include similar information statement – re: can be found audit on website
  • 16. Page 4 Example: Report on 3 - 4 major challenges facing community General paragraph Include similar statement - feedback Include contact name
  • 17. Distribute Your Report • Print in local newspaper • Post to website • Print bulk copies – libraries, grocery stores, city hall General paragraph • Hold a press conference • Mailing lists • Governor’s office, city/county offices • Activist Groups, League of Women Voters
  • 18. Completed Reports • AGA • Maricopa County, Arizona • City of Portland, Oregon General paragraph • State of Oregon • State of Nevada • City of Saco, Maine • Washington D.C. • City of Tallahassee, Florida • Blount County, Tennessee • Massachusetts Developmental Disabilities Council
  • 19. Completed Reports • Village of Los Lunas, New Mexico • TN Comptroller of the Treasury General paragraph • Office of Management Services, Comptroller of the Treasury, State of Tennessee • Saint Louis County, Minnesota • City of Virginia Beach, Virginia (draft) • Columbus Metropolitan Library (draft) • City of Carmel, Indiana (draft) • City of Lawrence, Indiana (draft) • State of Indiana (draft)
  • 20. Others in the Works • U.S. Coast Guard • U.S. Department of Defense • Denali Commission General paragraph • City of Phoenix, Arizona • Albany, New York • State of Arizona • State of Nevada • City of Schenectady, New York • Strong Interest from Many Others • Your Government Here!
  • 21. AGA Citizen-Centric Reporting • AGA believes that these reports will make governments more accountable to their citizens, and will help Americans become better educated General title and better able to participate in government activities. “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
  • 22. Please let us know what you think about citizen centric reporting! General chart Contact Susan Fritzlen at sfritzlen@agacgfm.org and/or 1.800.242.7211. www.agacgfm.org