Burn the Budget Book: Join the Digital Revolution!
Transcript of Burn the Budget Book: Join the Digital Revolution!
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Burn the Budget Book: Join the Digital Revolution!
John Zagurski, Director of Finance, Town of Northlake
Meg Jakubik, Strategic Services Manager, City of Bedford
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GFOA Distinguished Budget Award Revisions
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Criteria Revisions Summary• Table of contents can refer and link to documents outside of the
budget document.
• Strategic planning is mandatory and should include the process.
• Budget overview should summarize changes between proposed and adopted budget.
• Organization chart may consider how structure helps achieve mission.
• Financial policies should note whether the budget complies.
• Budget process should also include discussion on legal level of budget control.
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Criteria Revisions Summary, cont.• Long-range operating financial plans should consider unfunded
liabilities and go beyond the general fund.
• Capital program needs to identify process of choosing funded projects.
• Debt should include bond ratings, debt to maturity schedules, and purpose of obligations.
• Performance Measures are now mandatory.
• Understandability and usability encourages governments to include other forms of communication, including videos, social media, etc.
• Understandability and usability criterion also notes that governments need to be aware of ADA requirements.
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Digital Budget Book Benefits
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Digital Platform Benefits• Table of Contents automatically generated and linked.
• Ability to control standard appearance of pages.
• Data able to be imported and displayed in multiple pages, eliminating data entry errors.
• ADA optimization built into the platform.
• Better usability for citizens.
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DIGITAL BUDGET BOOK
TOWN OF NORTHLAKE
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My Implementation Team
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OpenGov Implementation Team
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Implementation Timeline (November – February)
System
Set Up
Information & Data Entry
Review
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Achieving the New GFOA Budget Requirements
#C1 Table of Contents (Links to outside items)
#P1 Strategic Goals & Strategies (Now Mandatory)
#O6 Performance Measures (Now Mandatory)
#C5 Charts & Graphs
#C6 Understandability and Usability
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Our Digital Budget Book
• Over 4 months to developed
• Won the GFOA Distinguished Budget Award
• Performance links to the Town’s Strategic Plan
• Simplified departmental & fund presentations
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Lessons Learned
• Design the document with a result in mind
• Look at as many digital budget presentations as you can before you start laying out your document
• Utilize Data to tell stories, not meet criteria
• Incorporate your Organization’s Branding into the presentation
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Product Updates & Highlights
Next Gen Reporting – Customized Data Presentations
Stories – Added New Layout Controls & Filtering
Dashboards – Customizable Data Interface
Data – Increases the Ease of Data Collection
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Digital Budget Book:City of Bedford
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Bedford’s Implementation Team
Meg JakubikStrategic Services Manager
Brandi WestAssistant to the City Manager
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ClearGov’s Implementation Team
Connor RonanClient Success Manager
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Implementation Timeline
• Account Set-up
March
• Data Uploads
• User Training
April• Information
Entry
May-July
• Proposed Budget Book Published
July
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Platform Features Supporting GFOA Budget Requirements
• #C1 – Table of Contents
• #F1 – Description of all appropriated funds
• #F5 – Changes in fund balance
• #F6 – Major revenue sources
• #F8 – Capital Expenditures
• #C3 – Statistical and supplemental data
• #C4 – Glossary
• #C5 – Charts and graphs
• #C6 – Understandability & usability
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Our Digital Budget Book
• Developed in conjunction with budget process.
• Consolidated Department sections from previous Division presentation.
• Ability to have multiple versions (i.e. proposed and adopted) of book for different points of the process.
• Able to generate a pdf version of web-pages as needed.
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Lessons Learned
• Schedule and complete onboarding before budget process kick-off.
• Explore the options in the program for better ways to present information from print versions.
• Include all accounts in your upload, even if zero amounts, to allow for last minute changes in budget amounts.
• Determine your format for Department sections prior to rollout for editing.
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Product Updates & Highlights
• Demographic page refresh
• Mass update for all table settings
• Charts 2.0
• Year-end projections Column