AASB CSFO Evaluation - Board Form

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Alabama’sSchoolFiscalAccountabilityActdesignatesthemethodofemploymentanddefinesthefiscal responsibilitiesofthechiefschoolfinancialofficer(CSFO) TheCSFOisanemployeeappointedbythelocalboard (withinputbythesuperintendent)andworksunderthedirectsupervisionofthesuperintendent TheCSFOisan employeeoftheboardandhasafiduciaryresponsibilitytotheboard

ThisevaluationformisdesignedtoenabletheboardtoevaluatetheCSFObasedonthehandlingofthosefiduciary duties

UsethisinstrumenttoratetheCSFO'sperformanceovertheprecedingyear Rateeachindicatoronascaleof1to 4 Ifyourateanitema1or4itisrecommendedthatyouincludeacommentinthespaceprovidedforthatsection toprovideinsightintoyourrating.

Pleaserememberthefollowingkeypointsweshareintraining:

Befair

Bebasedonthewholeyearsperformanceandcommunicatedexpectations. Ratingsshouldonaprofessionallevel;personalfeelingsshouldbesetasidewhencompletingtheevaluation Shouldholdnosurprises Thisevaluationisnotatimetobringupareasofimprovementthathavenotbe discussedthroughouttheyear Itshouldbeusedtoidentifyifthoseareasstillneedimprovement/growth AASBCSFOEvaluation-BoardForm

RATINGSCALE:

4-DemonstratesExcellence

Performanceatthislevelfarexceedsexpectationsanddemonstratesexceptionalqualityand/orunique contribution

3-ExceedsExpectations

Performanceatthislevelconsistentlydemonstrateshighlevelsofperformanceandmay,fromtimetotime,exceed expectations

2-MeetsExpectations

Performanceatthislevelconsistentlyfulfillsexpectationsandmay,fromtimetotime,exceedexpectations.

1-NeedsImprovement

Performanceatthislevelconsistentlydoesnotmeetexpectations

N/A=NotObserved

Performancewasnotobservedinthisarea

Note:Answersof1=Unsatisfactoryand/or2=NeedsImprovementmustcarryanexplanationintheAreasfor Improvementsectionattheendofthisevaluation.

1 TheCSFOisloyaltosystemgoalsandobjectives

NeedsImprovement

MeetsExpectations

ExceedsExpectations

DemonstratesExcellence

NA/NotObserved

2.TheCSFOprojectsaprofessionalimageasarepresentativeoftheboardandsystem.

NeedsImprovement

MeetsExpectations

ExceedsExpectations

DemonstratesExcellence

NA/NotObserved

3 TheCSFOmaintainsstrictconfidentialityinallareasofresponsibility

NeedsImprovement

MeetsExpectations

ExceedsExpectations

DemonstratesExcellence

NA/NotObserved

4.TheCSFOpreparesandpresentstheannualbudgetinaccordancewithstatelaw.

Yes

No

NA/NotObserved

5 TheCSFOprovidestheboardtherequiredmonthlyfinancialstatementshowingthe financialstatusofthesystem.

Yes

No

NA/NotObserved

6.TheCSFOprovidestheboardtherequiredmonthlyreviewofreceiptsandexpenditures.

Yes

No

NA/NotObserved

7.TheCSFOprovidestheboardtherequiredmonthlyreviewofbudgetvsactual expenditures

Yes No

NA/NotObserved

8.TheCSFOkeepstheboardabreastofanysignificanteconomicdevelopmentsthataffect theschoolsystem’sfinancialposition

NeedsImprovement

MeetsExpectations

ExceedsExpectations

DemonstratesExcellence

NA/NotObserved

9.TheCSFOmaintainsanopen,collaborativedialogwiththesuperintendentandboard members

NeedsImprovement

MeetsExpectations

ExceedsExpectations

DemonstratesExcellence

NA/NotObserved

10.TheCSFOprovidesaccuratefinancialinformationasrequestedinatimelymanner.

NeedsImprovement

MeetsExpectations

ExceedsExpectations

DemonstratesExcellence

NA/NotObserved

11.TheCSFOpresentsinformationinaclear,conciseanduniformformat.

NeedsImprovement

MeetsExpectations

ExceedsExpectations

DemonstratesExcellence

NA/NotObserved

12.TheCSFOhelpstheboard,superintendentandadministratorsfindwaystofund activities,programs,etc,toaccomplishsystemandschoolgoals

NeedsImprovement

MeetsExpectations

ExceedsExpectations

DemonstratesExcellence

NA/NotObserved

13.TheCSFOreportstotheSDEincompliancewithstatelawsandregulations.

Yes

No

NA/NotObserved

14 TheCSFOcompletesandfilestheannualbudgetandannualfinancialstatementbythe requireddates.

Yes

No

NA/NotObserved

15 TheCSFOsubmitsthesystem’sfinancialinformationtotheSDEonamonthlybasis

Yes No

NA/NotObserved

16.BudgetandfinancialinformationsubmittedtotheSDEistimely,accurateandinthe requiredformat

Yes

No

NA/NotObserved

17.TheCSFOpostsrequiredfinancialreportsonthesystemwebsitewithin45daysofmonth end

Yes

No

NA/NotObserved

18 TheCSFOindicatestotheSDEthatallbankaccountsarereconciledtothesystem accountsonamonthlybasis

Yes No

NA/NotObserved

19 UndertheleadershipoftheCSFO,thesystemconsistentlyreceivesauditreportswithan unqualifiedopinion.(Anindependentauditor’sjudgmentthatthefinancialrecordsand statementsarefairlyandappropriatelypresentedandinaccordancewithGenerallyAccepted AccountingPrinciples Anunqualifiedopinionisthemostcommontypeofauditor’sreport)

Yes No

NA/NotObserved

20.STRENGTHS:

21 AREASFORIMPROVEMENT:

22.COMMENTS:

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