Citizen Centric Reporting (CCR)

Kim R. Wallin CMA, CFM, CPANevada State Controller

• 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 CCRResources Available:• AGA

website:http://www.agacgfm.org/Advocacy Evie 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!

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 1o Strategic Objectives - What we’re required to doo Demographic information

• Page 2o Notable Accomplishments - top serviceso Performance metrics (non-financial) for services

• Page 3o Revenues and Expenses - pie charts

• Page 4o What’s Next? Future Challenges?o Infrastructure items

What are werequired to do?

Population, Per capitaIncome, # of Gov’t workers

Go to website For moreinformation

Use Pie Charts - compare to previous years

Complete financial information can be found on website

Report on 3-4 major challenges facing community

Include statement asking for feedback

Include contact name

Not required by AGA -Intergovernmental Financial Dependency and Related Risks

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 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

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

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• 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

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

How it Can Be Improved

• More performance measures• Translate into Spanish

Other Uses for CCR’s

• Elected Officials • Intergovernmental Dependency• ARRA Funds• Individual Agencies or Departments

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kwallin@controller.state.nv.us