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: