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Show Me the Money

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NathanASmith
NathanASmith

The document discusses sharing financial data with citizens through a city website. It outlines reasons to share such data like boosting public understanding and confidence in government. It then provides a proposed "site seeing tour" that would allow citizens to view a city's budget, expenditures, revenues, and performance metrics. The tour suggests presenting the data in clear, accessible, and interactive ways. It also offers tips for finding partners, tools, and best practices to effectively share financial information openly with the public.

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Nathan Smith, City of Lees Summit, Missouri Show Me the Money! Sharing financial data with citizens through your web site
Nice to meet you Nathan Smith Nathan.Smith@cityofls.net @nsmith_piano Systems Analyst, City of Lees Summit, MO Former city web master ERP guy Technology handyman
Road map 1. Reasons to share financial data 2. Site seeing tour 3. How to get there
Part 1 REASONS TO SHARE
Boost public under standing of gover nment decisions and priorities Where your treasure is, there will your heart be also. Matthew 6:21
Boost public confidence in gover nment honesty and ef ficiency Follow the money. Deep Throat
Encour age citizen engagement Ask not what your country can do for you ask what you can do for your country. John F. Kennedy
Local gover nments are open sour ce institutions Budget and other financial data are a big part of our source code
W ho is our audience? Elected officials Engaged citizens Open data users (journalists, academics, civic app builders)
Data + Dialog Some of the most valuable financial data comes in the form of words, not numbers How can I get involved? Why is this number high or low?
Webmasters Role Gathering and disseminating financial data requires commitment from finance and other departments Requires buy in from political leaders Advocate for openness Make sure that what we decide to share is shared well
Star t with w hat you have CAFR Budget Materials for elected officials
Show Me the Money
Make it easy to access Break it down by chapters Provide context around the links
Show Me the Money
Show Me the Money
Part 2 SITE SEEING TOUR
Cate gories of financial infor mation 1. Budget What is our plan? 2. Expenditures How did we spend our money? 3. Revenues Where did our money come from? 4. Performance How are we executing our plan?
Stop 1: Budget
Budget Question to answer What is our plan? Goal for sharing Citizens understand and help shape government priorities
GFOA budget process goals Incorporates a long-term perspective Establishes linkages to broad organizational goals Focuses budget decisions on results and outcomes Involves and promotes effective communication with stakeholders Provide incentives to government management and employees Best Practices in Public Budgeting. Government Finance Officers Association.
How can I get involved? When are the meetings? Can I watch them on line, on PEG channel?
Show Me the Money
How can I share my ideas? Speak at a meeting Email somebody Online forum
Show Me the Money
Show Me the Money
What are our priorities as a community? Make high level information available without having to download the budget book
Show Me the Money
Get interactive Let citizens explore different what-if scenarios Share the tools you are already making for elected officials with citizens
Show Me the Money
Show Me the Money
Show Me the Money
Show Me the Money
Stop 2: Expenditures
2. Expenditures Questions How did we spend our money? Goals Citizens are confident that public funds are spent wisely and contracts are awarded fairly
Post the check register on line Texas Comptroller encourages cities to do this see http://texastransparency.org Can be as simple as a monthly Excel sheet Consolidate payroll data dont post individual paychecks Tells citizens we have nothing to hide
Show Me the Money
Summarize by vendor Gives a bigger picture Can be easier for citizens to understand Consider providing detailed description for vendors receiving more than a certain amount
Show Me the Money
Show Me the Money
Per sonnel expenses Normally the largest expense Local media may be posting Can post by job title rather than employee name Can post just salary or salary plus benefits Nepotism deterrent
Show Me the Money
Show Me the Money
Capital pr ojects Funding sources Expenditures Geographic location Completion dates
Show Me the Money
Procurement process Bid opportunities Awarded contracts
Show Me the Money
Show Me the Money
Stop 3: Revenue
3. Revenue Questions What resources is government receiving? How much am I contributing? Goals Citizens understand the sources of government revenue Citizens understand taxes and fees
How much is gover nment getting? Sources of revenue Trends and projections Respect privacy Working in public sector is voluntary Paying taxes is not
Show Me the Money
Show Me the Money
How much am I contributing? Tax rate information Tax calculators Maps of special tax districts Schedule of fees Water/sewer/electric rates
Show Me the Money
Show Me the Money
Stop 4: Perfor mance
4. Perfor mance Questions How do actuals compare to the budget? How are we doing compared to previous years? How are revenue and expenditure impacting fund balances? Goals Citizens anticipate and understand mid-year adjustments to the budget
Show Me the Money
Show Me the Money
Show Me the Money
Show Me the Money
Show Me the Money
Part 3 HOW TO SHARE
Make it accessible Use clean markup Provide the raw data behind charts and graphs
Make it clear
Check out Edwar d Tufte
Make it beautiful The designer and the accountant should be friends Apply the same standards for white space, appealing and useful graphics that you would use to draw people in to other areas of your site
Find a par tner
Find a tool Crystal Xcelsius Google Docs Michigan Citizens Guide Template
T hank you!
Links Toronto, ON council briefing book: http://www.toronto.ca/civic-engagement/council-briefing/index.htm Clearwater, FL CAFR: http://www.clearwater-fl.com/gov/depts/finance/docs_forms_pub/cafr_11/index.asp St. Louis, MO annual operating plan: http://stlouis-mo.gov/government/departments/budget/documents/fy13-city-of-st-louis-annual-o GFOA Best Practices in Budgeting: http://www.gfoa.org/services/nacslb/ Chicago, IL budget calendar: http://www.cityofchicago.org/city/en/depts/obm/provdrs/city_budg/svcs/budget_calendar.html Alexandria, VA budget information: http://alexandriava.gov/Budget Alexandria, VA budget forum: http://apps.alexandriava.gov/WebComments/CommentBoardSummary.aspx?id=29 Fort Worth, TX budget summary: http://fortworthtexas.gov/fy2013budget/ Seattle, WA budget simulator: http://www.seattle.gov/budgetsimulation/
Alexandria, VA budget assumptions model: http://alexandriava.gov/uploadedFiles/budget/info/budget2012/FY2012BudgetForecastScenario New York, NY council discretionary funding: http://council.nyc.gov/html/budget/council_disclosure_funding.shtml DeLeon, TX check register: http://www.cityofdeleon.org/government/financial-transparency/city-check-register/ Lawrence, KS vendor payments: http://www.lawrenceks.org/assets/budget/2013/2011%20Accounts%20Payable%20Vendor%20 Fort Collins, CS open book: http://www.fcgov.com/openbook/ Cook County, IL employee salaries: https://datacatalog.cookcountyil.gov/Finance-Administration/Comptroller-Annual-Salaries-as-of- Lawrence, KS employee salaries: http://www.lawrenceks.org/budget_files/2013/2011_Lawrence_KS_Employee_Salaries.pdf Lees Summit, MO capital project status: http://lees-summit.mo.us/cip_new/main.cfm Demandstar procurement information: http://www.demandstar.com/ Chicago, IL procurement: http://webapps.cityofchicago.org/VCSearchWeb/org/cityofchicago/vcsearch/controller/bidT abs/begin.do?agencyId=city
Solano County, CA revenue trend: http://www.solanocounty.com/SubApp/SolanoIndex/website/CityRev.html Maricopa County, AZ revenue sources: http://www.maricopa.gov/openbooks/revenue.aspx Canton, MI tax calculator: http://www.canton-mi.org/government/prop_calc.aspx Barrington, IL TIF map: http://www.barrington-il.gov/index.aspx?page=313 Berkley, MI city dashboard: http://www.berkleymich.org/fintreas_dashboard.shtm Berkley, MI citizens guide: http://www.berkleymich.org/documents/CitizensGuide- CityofBerkley2010.xls Winston-Salem, NC dashboard: http://www.cityofws.org/Home/Departments/FinancialManagementServices/Articles/Curren tFinancialDashboardReport Rockhill, NC financial dashboard: http://www.cityofrockhill.com/financialdashboard.html Look at Cook: http://lookatcook.com/ Edward Tufte: http://www.edwardtufte.com/ New Orleans, LA Socrata site: https://data.nola.gov/ Michigan Citizens guide templates: http://www.michigan.gov/treasury/0,1607,7-121- 1751_2197_58826-259606--,00.html

More Related Content

Show Me the Money

  • 1. Nathan Smith, City of Lees Summit, Missouri Show Me the Money! Sharing financial data with citizens through your web site
  • 2. Nice to meet you Nathan Smith Nathan.Smith@cityofls.net @nsmith_piano Systems Analyst, City of Lees Summit, MO Former city web master ERP guy Technology handyman
  • 3. Road map 1. Reasons to share financial data 2. Site seeing tour 3. How to get there
  • 5. Boost public under standing of gover nment decisions and priorities Where your treasure is, there will your heart be also. Matthew 6:21
  • 6. Boost public confidence in gover nment honesty and ef ficiency Follow the money. Deep Throat
  • 7. Encour age citizen engagement Ask not what your country can do for you ask what you can do for your country. John F. Kennedy
  • 8. Local gover nments are open sour ce institutions Budget and other financial data are a big part of our source code
  • 9. W ho is our audience? Elected officials Engaged citizens Open data users (journalists, academics, civic app builders)
  • 10. Data + Dialog Some of the most valuable financial data comes in the form of words, not numbers How can I get involved? Why is this number high or low?
  • 11. Webmasters Role Gathering and disseminating financial data requires commitment from finance and other departments Requires buy in from political leaders Advocate for openness Make sure that what we decide to share is shared well
  • 12. Star t with w hat you have CAFR Budget Materials for elected officials
  • 14. Make it easy to access Break it down by chapters Provide context around the links
  • 18. Cate gories of financial infor mation 1. Budget What is our plan? 2. Expenditures How did we spend our money? 3. Revenues Where did our money come from? 4. Performance How are we executing our plan?
  • 20. Budget Question to answer What is our plan? Goal for sharing Citizens understand and help shape government priorities
  • 21. GFOA budget process goals Incorporates a long-term perspective Establishes linkages to broad organizational goals Focuses budget decisions on results and outcomes Involves and promotes effective communication with stakeholders Provide incentives to government management and employees Best Practices in Public Budgeting. Government Finance Officers Association.
  • 22. How can I get involved? When are the meetings? Can I watch them on line, on PEG channel?
  • 24. How can I share my ideas? Speak at a meeting Email somebody Online forum
  • 27. What are our priorities as a community? Make high level information available without having to download the budget book
  • 29. Get interactive Let citizens explore different what-if scenarios Share the tools you are already making for elected officials with citizens
  • 35. 2. Expenditures Questions How did we spend our money? Goals Citizens are confident that public funds are spent wisely and contracts are awarded fairly
  • 36. Post the check register on line Texas Comptroller encourages cities to do this see http://texastransparency.org Can be as simple as a monthly Excel sheet Consolidate payroll data dont post individual paychecks Tells citizens we have nothing to hide
  • 38. Summarize by vendor Gives a bigger picture Can be easier for citizens to understand Consider providing detailed description for vendors receiving more than a certain amount
  • 41. Per sonnel expenses Normally the largest expense Local media may be posting Can post by job title rather than employee name Can post just salary or salary plus benefits Nepotism deterrent
  • 44. Capital pr ojects Funding sources Expenditures Geographic location Completion dates
  • 46. Procurement process Bid opportunities Awarded contracts
  • 50. 3. Revenue Questions What resources is government receiving? How much am I contributing? Goals Citizens understand the sources of government revenue Citizens understand taxes and fees
  • 51. How much is gover nment getting? Sources of revenue Trends and projections Respect privacy Working in public sector is voluntary Paying taxes is not
  • 54. How much am I contributing? Tax rate information Tax calculators Maps of special tax districts Schedule of fees Water/sewer/electric rates
  • 57. Stop 4: Perfor mance
  • 58. 4. Perfor mance Questions How do actuals compare to the budget? How are we doing compared to previous years? How are revenue and expenditure impacting fund balances? Goals Citizens anticipate and understand mid-year adjustments to the budget
  • 64. Part 3 HOW TO SHARE
  • 65. Make it accessible Use clean markup Provide the raw data behind charts and graphs
  • 67. Check out Edwar d Tufte
  • 68. Make it beautiful The designer and the accountant should be friends Apply the same standards for white space, appealing and useful graphics that you would use to draw people in to other areas of your site
  • 69. Find a par tner
  • 70. Find a tool Crystal Xcelsius Google Docs Michigan Citizens Guide Template
  • 72. Links Toronto, ON council briefing book: http://www.toronto.ca/civic-engagement/council-briefing/index.htm Clearwater, FL CAFR: http://www.clearwater-fl.com/gov/depts/finance/docs_forms_pub/cafr_11/index.asp St. Louis, MO annual operating plan: http://stlouis-mo.gov/government/departments/budget/documents/fy13-city-of-st-louis-annual-o GFOA Best Practices in Budgeting: http://www.gfoa.org/services/nacslb/ Chicago, IL budget calendar: http://www.cityofchicago.org/city/en/depts/obm/provdrs/city_budg/svcs/budget_calendar.html Alexandria, VA budget information: http://alexandriava.gov/Budget Alexandria, VA budget forum: http://apps.alexandriava.gov/WebComments/CommentBoardSummary.aspx?id=29 Fort Worth, TX budget summary: http://fortworthtexas.gov/fy2013budget/ Seattle, WA budget simulator: http://www.seattle.gov/budgetsimulation/
  • 73. Alexandria, VA budget assumptions model: http://alexandriava.gov/uploadedFiles/budget/info/budget2012/FY2012BudgetForecastScenario New York, NY council discretionary funding: http://council.nyc.gov/html/budget/council_disclosure_funding.shtml DeLeon, TX check register: http://www.cityofdeleon.org/government/financial-transparency/city-check-register/ Lawrence, KS vendor payments: http://www.lawrenceks.org/assets/budget/2013/2011%20Accounts%20Payable%20Vendor%20 Fort Collins, CS open book: http://www.fcgov.com/openbook/ Cook County, IL employee salaries: https://datacatalog.cookcountyil.gov/Finance-Administration/Comptroller-Annual-Salaries-as-of- Lawrence, KS employee salaries: http://www.lawrenceks.org/budget_files/2013/2011_Lawrence_KS_Employee_Salaries.pdf Lees Summit, MO capital project status: http://lees-summit.mo.us/cip_new/main.cfm Demandstar procurement information: http://www.demandstar.com/ Chicago, IL procurement: http://webapps.cityofchicago.org/VCSearchWeb/org/cityofchicago/vcsearch/controller/bidT abs/begin.do?agencyId=city
  • 74. Solano County, CA revenue trend: http://www.solanocounty.com/SubApp/SolanoIndex/website/CityRev.html Maricopa County, AZ revenue sources: http://www.maricopa.gov/openbooks/revenue.aspx Canton, MI tax calculator: http://www.canton-mi.org/government/prop_calc.aspx Barrington, IL TIF map: http://www.barrington-il.gov/index.aspx?page=313 Berkley, MI city dashboard: http://www.berkleymich.org/fintreas_dashboard.shtm Berkley, MI citizens guide: http://www.berkleymich.org/documents/CitizensGuide- CityofBerkley2010.xls Winston-Salem, NC dashboard: http://www.cityofws.org/Home/Departments/FinancialManagementServices/Articles/Curren tFinancialDashboardReport Rockhill, NC financial dashboard: http://www.cityofrockhill.com/financialdashboard.html Look at Cook: http://lookatcook.com/ Edward Tufte: http://www.edwardtufte.com/ New Orleans, LA Socrata site: https://data.nola.gov/ Michigan Citizens guide templates: http://www.michigan.gov/treasury/0,1607,7-121- 1751_2197_58826-259606--,00.html