Introduction
Alabama’sSchoolFiscalAccountabilityActdesignatesthemethodofemploymentanddefinesthefiscal responsibilitiesofthechiefschoolfinancialofficer(CSFO) TheCSFOisanemployeeappointedbythelocalboard (withinputbythesuperintendent)andworksunderthedirectsupervisionofthesuperintendent TheCSFOisan employeeoftheboardandhasafiduciaryresponsibilitytotheboard
ThisevaluationformisdesignedtoenablethesuperintendenttoevaluatetheCSFObasedonthehandlingofthe dutiesdesignatedinTitle16oftheCodeofAlabamaandbystateregulations Questionshavebeenorganizedinto fourkeyareas:UnderstandingofRole,ProfessionalBehavior,PositionResponsibility,andCommunicationand Collaboration
UsethisinstrumenttoratetheCSFO'sperformanceovertheprecedingyear.Rateeachindicatoronascaleof1to 4 Ifyourateanitema1or4itispleaseincludeacommentinthespaceprovidedforthatsectiontoprovide insightintoyourrating
Pleaserememberthefollowingevaluationbestpractices
Befair
Bebasedonthewholeyearsperformanceandcommunicatedexpectations
Ratingsshouldonaprofessionallevel;personalfeelingsshouldbesetasidewhencompletingtheevaluation Shouldholdnosurprises Thisevaluationisnotatimetobringupareasofimprovementthathavenotbe discussedthroughouttheyear Itshouldbeusedtoidentifyifthoseareasstillneedimprovement
AASBCSFOEvaluation-SuperintendentForm
RatingScale
RATINGSCALE:
4 - Demonstrates Excellence
Performanceatthislevelfarexceedsexpectationsanddemonstratesexceptionalqualityand/orunique contribution
3 -Exceeds Expectations
Performanceatthislevelconsistentlydemonstrateshighlevelsofperformanceandmay,fromtimetotime,exceed expectations
2 - Meets Expectations
Performanceatthislevelconsistentlyfulfillsexpectationsandmay,fromtimetotime,exceedexpectations
1 - Needs Improvement
Performanceatthislevelconsistentlydoesnotmeetexpectations
N/A=Not Observed
Performancewasnotobservedinthisarea
1 TheCSFOdemonstratesclearunderstandingofthedutiesandresponsibilitiesofthejobas definedinstatelawandregulations.
NeedsImprovement
MeetsExpectations
ExceedsExpectations
DemonstratesExcellence
NA/NotObserved
2 TheCSFOdemonstratesclearunderstandingoffederal,stateandlocallawsandpolicies thatgovernthesystem'sfinancialmatters.
NeedsImprovement
MeetsExpectations
ExceedsExpectations
DemonstratesExcellence
NA/NotObserved
3 TheCSFOdemonstratesunderstandingofthemanagementofthesystem'soverallfinancial operations.
NeedsImprovement
MeetsExpectations
ExceedsExpectations
DemonstratesExcellence
NA/NotObserved
4.TheCSFOexhibitsprofessionalbehavior.
NeedsImprovement
MeetsExpectations
ExceedsExpectations
DemonstratesExcellence
NA/NotObserved
5.TheCSFOprojectsaprofessionalimageasarepresentativeoftheboardandsystem.
NeedsImprovement
MeetsExpectations
ExceedsExpectations
DemonstratesExcellence
NA/NotObserved
6.TheCSFOreflectsapositiveattitudeandmaintainscomposureindifficultsituations.
NeedsImprovement
MeetsExpectations
ExceedsExpectations
DemonstratesExcellence
NA/NotObserved
7 TheCSFOisloyaltosystemgoalsandobjectives
NeedsImprovement
MeetsExpectations
ExceedsExpectations
DemonstratesExcellence
NA/NotObserved
8.TheCSFOdisplaysfairnesstowardallemployees.
NeedsImprovement
MeetsExpectations
ExceedsExpectations
DemonstratesExcellence
NA/NotObserved
9 TheCSFOconsistentlymaintainsastrongcommitmenttoexcellence/highstandardsin performingduties.
NeedsImprovement
MeetsExpectations
ExceedsExpectations
DemonstratesExcellence
NA/NotObserved
10.TheCSFOiscreativeandprogressiveandembraceschangetoenhanceoperations.
NeedsImprovement
MeetsExpectations
ExceedsExpectations
DemonstratesExcellence
NA/NotObserved
PositionResponsibilities
11.TheCSFOdevelops,establishesandmonitorsinternalfinancialcontrolstobeusedbyall staffmembers
NeedsImprovement
MeetsExpectations
ExceedsExpectations
DemonstratesExcellence
NA/NotObserved
12.TheCSFOcontinuouslyanalyzesbudgetandfinancialinformationandkeepsthe superintendentandboardfullyinformedofthesystem’sfinancialposition
NeedsImprovement
MeetsExpectations
ExceedsExpectations
DemonstratesExcellence
NA/NotObserved
13.TheCSFOprovidesinformationanddatatoothersinatimelymannerbasedonpriorities andneeds
NeedsImprovement
MeetsExpectations
ExceedsExpectations
DemonstratesExcellence
NA/NotObserved
14.TheCSFOpreparestherequiredmonthlyfinancialreports(statementsshowingthe financialstatusofthesystem,receiptsandexpenditures,reviewofbudgetvs actual expenditures.)
NeedsImprovement
MeetsExpectations
ExceedsExpectations
DemonstratesExcellence
NA/NotObserved
15.TheCSFOpostsrequiredfinancialreportsonthesystemwebsitewithin45daysofmonth end.
NeedsImprovement
MeetsExpectations
ExceedsExpectations
DemonstratesExcellence
NA/NotObserved
16.TheCSFOmaintainsthefinancialrecordsincompliancewithrequiredreporting standards
NeedsImprovement MeetsExpectations
ExceedsExpectations
DemonstratesExcellence
NA/NotObserved
17.TheCSFOindicatestotheSDEthatallbankaccountsarereconciledtothesystem accountsonamonthlybasis
NeedsImprovement
MeetsExpectations
ExceedsExpectations
DemonstratesExcellence
NA/NotObserved
18.TheCSFOsubmitsfinancialdatatotheSDEmonthly.
NeedsImprovement
MeetsExpectations
ExceedsExpectations
DemonstratesExcellence
NA/NotObserved
19.TheCSFOpreparesandpresentstheannualbudgetinaccordancewithstatelaw.
NeedsImprovement
MeetsExpectations
ExceedsExpectations
DemonstratesExcellence
NA/NotObserved
20.TheCSFOcompletesandfilestheannualbudgetandannualfinancialstatementbythe requireddates
NeedsImprovement
MeetsExpectations
ExceedsExpectations
DemonstratesExcellence
NA/NotObserved
21.UnderthefinancialleadershipoftheCSFO,thesystemconsistentlyreceivesauditreports withanunqualifiedopinion
NeedsImprovement
MeetsExpectations
ExceedsExpectations
DemonstratesExcellence
NA/NotObserved
22.TheCSFOmaintainsstrictconfidentialityinallareasofresponsibility.
NeedsImprovement
MeetsExpectations
ExceedsExpectations
DemonstratesExcellence
NA/NotObserved
23 TheCSFOdemonstratesskillinplanning,organizingandprioritizingjobduties
NeedsImprovement
MeetsExpectations
ExceedsExpectations
DemonstratesExcellence
NA/NotObserved
24.TheCSFOassiststhesuperintendentinanalyzingprograms,technology,servicesand activitiesinhis/herareaofresponsibility
NeedsImprovement
MeetsExpectations
ExceedsExpectations
DemonstratesExcellence
NA/NotObserved
25 TheCSFOprovidestrainingtoensureallbusinessofficeandschoolfinancialpersonnel arefullyawareofpoliciesandproperprocedures.
NeedsImprovement
MeetsExpectations
ExceedsExpectations
DemonstratesExcellence
NA/NotObserved
26 TheCSFO,incollaborationwiththesuperintendentandboard,setsgoalsforthefinance departmentandcommunicatesthemclearlytoeachdepartmentstaffmember.
NeedsImprovement
MeetsExpectations
ExceedsExpectations
DemonstratesExcellence
NA/NotObserved
27 TheCSFOprovidesinformationinaclear,uniformandconciseformat NeedsImprovement
MeetsExpectations
ExceedsExpectations
DemonstratesExcellence
NA/NotObserved
28.TheCSFOmaintainsanopen,collaborativedialogwithboththesuperintendentand boardmemberstoensuretransparency
NeedsImprovement
MeetsExpectations
ExceedsExpectations
DemonstratesExcellence
NA/NotObserved
29 TheCSFOcommunicateswithdepartmentheadsinplanningandmanagingspecific budgetsandprojects.
NeedsImprovement
MeetsExpectations
ExceedsExpectations
DemonstratesExcellence
NA/NotObserved
30 TheCSFOcollaborateswithprincipalsandschoolstafftoensuretheyunderstandthe financialpoliciesandpractices.
NeedsImprovement
MeetsExpectations
ExceedsExpectations
DemonstratesExcellence
NA/NotObserved
