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HomeMy WebLinkAboutAwards - Finance TeamDeschutes County Board of Commissioners 1300 NW Wall St., Suite 200, Bend, OR 97701-1960 (541) 388-6570 -Fax (541) 385-3202 -www.deschutes.org AGENDA REQUEST & STAFF REPORT For Board Business Meeting of June 23, 2014 DATE: June 12,2014 FROM: Wayne Lowry. Finance X6559 TITLE OF AGENDA ITEM: Presentation of Awards from the Government Finance Officers Association for the 2013 Comprehensive Annual Financial Report (CAFR) and for the 2014 Deschutes County Budget. PUBLIC HEARING ON THIS DATE? No BACKGROUND AND POLICY IMPLICATIONS: The County participates in two programs sponsored by the Government Finance Officers Association (GFOA). The first is the Certificate of Excellence in Financial Reporting. This awards program evaluates the annual financial report known as the CAFR against a set of national criteria for government financial reporting. The second is the Distiguished Budget Presentation Award. This program evaluates the County's annual Budget document against a set of national criteria that include content related to budget and financial policies, financial planning, operations and communications. Jeff White, the Chief Financial Officer for Marion County and the GFOA representative for Oregon is here this morning to present both awards. Jeff is also a past president of the Oregon Municipal Finance Officers Association. He will be presenting the CAFR award to Jeanine Faria and the Budget Award to T eri Maerki, long time members of the Deschutes COunty Finance Department. FISCAL IMPLICATIONS: Continued participation in these programs enhances our financial reporting and budgeting practices and aids in the maintenance of the County's bond ratings. RECOMMENDATION & ACTION REQUESTED: Recognition of Jeanine Faria, Accounting Manager and Teri Maerki, Budget Analyst, for their efforts in financial reporting and budgeting for Deschutes County. ATTENDANCE: Jeanine Faria, Teri Maerki, Wayne Lowry. DISTRIBUTION OF DOCUMENTS: None Government Finance Officers Association 203 N. LaSalle Street -Suite 2700 Chicago, IL 60601 Phone (312) 977-9700 Fax (312) 977-4806 03/3112014 NEWS RELEASE For Information contact: Stephen Gauthier (312) 977-9700 (Chicago)--The Certificate of Achievement for Excellence in Financial Reporting has been awarded to Deschutes County by the Government Finance Officers Association of the United States and Canada (GFOA) for its comprehensive annual financial report (CAFR). The Certificate of Achievement is the highest form of recognition in the area of governmental accounting and fmancial reporting, and its attainment represents a significant accomplishment by a government and its management. An Award of Financial Reporting Achievement has been awarded to the individual(s), department or agency designated by the government as primarily responsible for preparing the award-winning CAFR. This has been presented to: Finance Department, Deschutes County The CAFR has been judged by an impartial panel to meet the high standards of the program including demonstrating a constructive "spirit of full disclosure" to clearly communicate its financial story and motivate potential users and user groups to read the CAFR. The GFOA is a nonprofit professional association serving approximately 17,500 government finance professionals with offices in Chicago, IL, and Washington, D.C. Government Finapce Officers Association Certificate of Achievement for Excellence in Financial Reporting Presented to Deschutes County Oregon For its Comprehensiv~ Annual Finan<;ial Report for the Fiscal Year Ended June 30, 2()13 Executive Director/CEO Government Finance Officers Association 203 North LaSalle Street, Suite 2700 Chicago, Illinois 60601-1210 312.977.9700 fox: 312.977.4806 April 22, 2014 PRESS RELEASE F or Further Information Contact Stephen J. Gauthier (312) 977-9700 ••••••••••••••••••••••••••••••••••••••••*•••••••••*••••••••••••••*••••••••••••••••••* Chicago--The Government Finance Officers Association of the United States and Canada (GFOA) is pleased to announce that Deschutes County, Oregon has received the GFOA's Distinguished Budget Presentation Award for its budget. The award represents a significant achievement by the entity. It reflects the commitment of the governing body and staff to meeting the highest principles of governmental budgeting. In order to receive the budget award, the entity had to satisfY nationally recognized guidelines for effective budget presentation. These guidelines are designed to assess how well an entity's budget serves as: • a policy docwnent • a financial plan • an operations guide • a communications device Budget documents must be rated "proficient" in all four categories, and the fourteen mandatory criteria within those categories, to receive the award. When a Distinguished Budget Presentation Award is granted to an entity, a Certificate of Recognition for Budget Presentation is also presented to the individual or department designated as being primarily responsible for its having achieved the award. This has been presented to Finance Department For budgets including fiscal period 2012, 1,353 participants received the Award. Award recipients have pioneered efforts to improve the quality of budgeting and provide an excellent example for other governments throughout North America. The Government Finance Officers Association is a nonprofit professional association serving nearly 18,000 government finance professionals throughout North America. The GFOA's Distinguished Budget Presentation A wards Program is the only national awards program in governmental budgeting. Washington, DC Office 1301 Pennsylvania Avenue, N.W, Suite 309 • Washington, DC 20004 • 202.393.8020 • fox: 202.393.0780 \\,,,,·w. gfoa. org The Government Finance Officers Association of the United States and Canada presents this CERTIFICATE OF RECOGNITION FOR BUDGET PREPARATION to Finance Department Deschutes County, Oregon The Certificate ofRecognition for Budget Preparation is presented by the Government Finance Officers Association to those individuals who have been instrumental in their government unit achieving a Distinguished Budget Presentation Award The Distinguished Budget Presentation Award, which is the highest award in governmental budgeting, is presented to those government units whose budgets are judged to adhere to program standards. Executive Director ~/.~ Date April 22, 2014 AfAti) ~"",*Pf;,.x:;c'yqL 4.·,.;'::;, 4,4 MA, !UtkHMi!$4@§iQ$$h)04t%".VQ.A¥6QJ iJ¥ 3, Z£Q&;SJMiJi,·· ..4!.tU £.Q 1",Q,JlU4JR ,U#! Uk Ylh1..;r;au.;z J1Q)!it4tMI4Q1:Q'LJ.£ swum