Performance Reporting
* Entries are required
Coder Information
Name:
Report Information
Name:
URL:
Date:
1. Purpose & scope
Met
Yes No Page #
a. The purpose of the report is explicitly stated
b. If a. above is yes, the identified purpose of the report:
 is not expressed as presenting performance information to the public
 is expressed as presenting performance information to the public
 is expressed as presenting performance information to the public and includes meeting other objectives, such as budget allocation and internal management of programs
c. The scope of the report is explicitly stated
d. The scope of the report covers:
 none of the key/major/critical programs and services
 some of the key/major/critical programs and services
 most of/all key/major/critical programs and services
e. The scope statement is consistent with the report itself
f. The rationale for including or excluding programs or services is provided
g. The percent of the total budget, expenses/expenditures, and /or other resources represented by the reported-upon programs and services is specified
h. A description of the report's contents is provided
Suggested Score: 0
Assigned Score: * (0, 1, 2, or 3 only)
Comment:
2. Statement of major goals & objectives
Met
Yes No Page #
a. Goals, objectives or other statements of purpose are presented for:
 none of the programs or services reported upon in the report
 some of the programs or services reported upon in the report
 most/all programs or services reported upon in the report
b. The source of the goals/objectives, which could be a strategic plan or stakeholder input, is identified
c. A narrative description or pictorial display is provided to explain how the goals/objectives relate to the jurisdiction's mission and each other
d. There is an indication that the goals/objectives are used for more than reporting accountability
Suggested Score: 0
Assigned Score: * (0, 1, 2, or 3 only)
Comment:
3. Involvement in establishing goals objectives
Met
Yes No Page #
a. The report addresses the level and type of involvement of citizens, elected officials, management, and employees in setting the organization's goals and objectives
b. The report identifies the extent of stakeholder involvement as:
 none/little
 limited
 extensive
Suggested Score: 0
Assigned Score: * (0, 1, 2, or 3 only)
Comment:
4. Multiple levels of reporting
Met
Yes No Page #
The report contains:
a. an overview or introductory summary
b. information about specific programs as a whole
c. information presented in hierarchical order
d. levels of information that are referenced to each other
e. performance data for specific strategies or activities within programs and services
f. links between the levels of information
Suggested Score: 0
Assigned Score: * (0, 1, 2, or 3 only)
Comment:
5. Analysis of results & challenges
Met
Yes No Page #
The report should contain an executive or management analysis that summarizes the jurisdiction's overall results of performance in order to provide an entry point into the report for users, including:
a. highlights or references to major goals and objectives
b. highlights of major and critical results
c. highlights of major and critical results in terms of outcomes and efficiency
d. summarized results that fairly present both positive and negative aspects of the organization's performance
e. a discussion of major internal and external challenges for the program and services
f. a narrative discussion of actual results and how they compare to expectations
Suggested Score: 0
Assigned Score: * (0, 1, 2, or 3 only)
Comment:
6. Focus on key measures
Met
Yes No Page #
The determination of whether a report focuses on key measures of performance while being appropriately "concise yet comprehensive" can be judged using the following guidelines:
a. Results are reported for goals and objectives identified as key, major, most critical or highest priority.
b. The percentage of the organization's budget or expenditures measured and results reported on within the report is:
 less than 25%
 greater than 25%
 50% or greater
 75% or greater
c. Within the report, readers are able to locate the information they consider important for assessing results without feeling overburdened.
Suggested Score: 0
Assigned Score: * (0, 1, 2, or 3 only)
Comment:
7. Reliable information
Met
Yes No Page #
The report should provide readers:
a. a statement that the organization was unable to assess the reliability of the reported performance information or a statement that the organization has not taken steps to assess the reliability of the performance information
b. a statement about what has been done to assess or ensure the reliability of the reported performance information
c. the organization's plan for assuring the reliability of the performance information
d. identification of the sources of the data used to report performance
e. an understanding that the report contains no data known to be inaccurate or misleading
f. information identifying any limitations in the data, and a description of the organization's plans to address the stated limitations
g. assurance by an external party that at least a significant portion of the reported performance information is reliable
Suggested Score: 0
Assigned Score: * (0, 1, 2, or 3 only)
Comment:
8. Relevant measures of results
Met
Yes No Page #
The measures selected to report on performance reflect the entity's goals and objectives and provide users a basis for assessing the degree to which these goals and objectives have been accomplished.
a. Measures that present results that are clearly related to stated or assumed missions, goals, or objectives were reported for:
 none or very few programs or services
 more than a few programs or services
 most programs or services
 all programs or services
Suggested Score: 0
Assigned Score: * (0, 1, 2, or 3 only)
Comment:
9. Resources used & efficiency
Met
Yes No Page #
The report includes:
a. the amount of resources used (i.e., materials, labor); OR spending by department; OR costs of programs or services
b. year to year trends in: the amount of resources used, OR spending by department, OR costs of programs or services
c. costs per outputs for most programs
d. year to year trends on costs of outputs and outcomes, specifically efficiency and cost-effectiveness measures, and these results are compared against internal targets and/or benchmarked against similar entities
Suggested Score: 0
Assigned Score: * (0, 1, 2, or 3 only)
Comment:
10. Citizen & customer perception
Met
Yes No Page #
a. The report includes citizen/customer perceptions as a supplement to other "objective" measures for services/programs for:
 no programs or services
 a few programs or services
 most programs or services for which such information would be appropriate
 all programs or services for which such information would be appropriate
b. The report describes how the information about perceptions was obtained and/or identifies the questions asked.
Suggested Score: 0
Assigned Score: * (0, 1, 2, or 3 only)
Comment:
11. Comparisons for assessing performance
Met
Yes No Page #
The report includes:
a. comparisons to other periods and/or targets for some programs
b. comparisons to other periods and targets for most programs
c. comparisons to similar jurisdictions or other benchmarks
d. the use of tables, graphs, or charts to present comparisons
e. explanation of significant trends, including discussion of reasons for failure to achieve targets or why targets have been significantly exceeded
f. steps taken to achieve targets
Suggested Score: 0
Assigned Score: * (0, 1, 2, or 3 only)
Comment:
12. Factors affecting results
Page #
a. The report discusses the internal and external factors affecting results (such as resource limitation, changes in the economy, unexpected delays, population changes, the weather and changes in the economy):
 none of the programs
 for some programs
 for many programs
 for most/all programs
Suggested Score: 0
Assigned Score: * (0, 1, 2, or 3 only)
Comment:
13. Aggregation & disaggregation of information
Met
Yes No Page #
The report contains:
a. performance results data that are disaggregated for individual instances by geographic area and/or by institutional unit and/or by demographic group, and/ or by type of user, and/or the extent the service has been used:
 in no instances.
 in a few individual instances indicating recognition of the criteria.
 in a significant number of instances for which it would be appropriate
 in virtually all instances for which it would be appropriate
b. maps and charts are used to display the disaggregations
c. a valid statement indicating that because of the entity's size and homogeneity, disaggregation is not necessary
Suggested Score: 0
Assigned Score: * (0, 1, 2, or 3 only)
Comment:
14. Consistency
Met
Yes No Page #
Within the report:
a. There appear to be no changes in the measures or measurement methodology, although the report includes no statement explicitly indicating that there have been no changes.
b. Changes in measures or measurement methodology are identified, either explicitly with each changed measure or methodology, or summarized with other changed measures and methodologies.
c. The reasons for the changes are presented.
d. A statement indicates there have been no changes in measures or measurement methodology.
e. This is the entity's first report.
f. Data for both the new and the replaced measures and methodologies are provided to facilitate user ability to draw comparisons. Gaps in information, if present, are explained.
Suggested Score: 0
Assigned Score: * (0, 1, 2, or 3 only)
Comment:
15a. Easy to find and access
Met
Yes No Page #
a. The report is publicly available in printed form or on the Internet.
b. The report provides information on how to obtain additional copies or access the report on the Internet; or the entity's Website identifies the report's availability and provides a link to the performance report.
c. The report provides information describing ways in which the government is proactive in making the report accessible in meaningful ways to the public (e.g., the report is published in different languages or the report is mailed to each household in the jurisdiction).
Suggested Score: 0
Assigned Score: * (0, 1, 2, or 3 only)
Comment:
15b. Easy to understand
Met
Yes No Page #
a. The report uses graphs and charts to present:
 no performance information
 some performance information
 most or all of the performance information
b. The report was an appropriate length for the size of the entity and the information intended to be conveyed.
c. Various presentation and formatting techniques were used to make the report easy to understand and inviting to read.
d. The report seeks input from its readers to improve future reports; or includes names, addresses, phone numbers, or email addresses of persons to contact for additional information; defines acronyms; or prepares a separate "summary" report, if warranted.
Suggested Score: 0
Assigned Score: * (0, 1, 2, or 3 only)
Comment:
16. Regular & timely reporting
Met
Yes No Page #
a. The time period covered by the report is indicated.
b. The time period covered by the measures is indicated.
c. The issuance date of the report is identified and timely:
 which is reasonably soon after the fiscal year end
 which is no more than six months after the end of the period reported upon
d. The span of the fiscal year is identified.
e. The frequency of reporting is discussed, including an explanation of why the reporting for all or part of the organization is less frequent than annually, if applicable.
f. The results reported for the services are the actual results, or at least estimates of the actual results, for the same period for which the report was issued.
Suggested Score: 0
Assigned Score: * (0, 1, 2, or 3 only)
Comment: