cherryroad technologies steve brooks – managing director august 12, 2013 citizen transparency...
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- Slide 1
- CherryRoad Technologies Steve Brooks Managing Director August 12, 2013 Citizen Transparency Portals 2013 Best Practices & Success Stories
- Slide 2
- 2 About CherryRoad Technologies
- Slide 3
- 3 Objectives of this Presentation The State of State Transparency The Requirements Who is Watching? Best Practices Solution Architecture Case Study State of Oklahoma
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- 4 Transparency The Requirements Federal Level Freedom of Information Act 1966 Sunshine Act 1976 Federal Funding Accountability and Transparency (FFATA) 2006 Open Government Directive 2008 America Recovery and Reinvestment Act (ARRA) 2009 Open Data Act 201X Federal Level Freedom of Information Act 1966 Sunshine Act 1976 Federal Funding Accountability and Transparency (FFATA) 2006 Open Government Directive 2008 America Recovery and Reinvestment Act (ARRA) 2009 Open Data Act 201X State Level State Legislation Example: AZ HB2282 5/10/2010 State Level State Legislation Example: AZ HB2282 5/10/2010 Local Level State Directives City/County Government School Boards Local Level State Directives City/County Government School Boards When was Citizen Transparency first mentioned?
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- 5 Transparency The Requirements Federal Level Freedom of Information Act 1966 Sunshine Act 1976 Federal Funding Accountability and Transparency (FFATA) 2006 Open Government Directive 2008 America Recovery and Reinvestment Act (ARRA) 2009 Open Data Act 201X Federal Level Freedom of Information Act 1966 Sunshine Act 1976 Federal Funding Accountability and Transparency (FFATA) 2006 Open Government Directive 2008 America Recovery and Reinvestment Act (ARRA) 2009 Open Data Act 201X State Level State Legislation Example: AZ HB2282 5/10/2010 State Level State Legislation Example: AZ HB2282 5/10/2010 Local Level State Directives City/County Government School Boards Local Level State Directives City/County Government School Boards We might hope to see the finances of the Union as clear and intelligible as a merchants books, so that every member of Congress and every man of any mind in the Union should be able to comprehend them, to investigate abuses, and consequently to control them. Thomas Jefferson, 1802
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- 6 Transparency The Requirements Federal Level Freedom of Information Act 1966 Sunshine Act 1976 Federal Funding Accountability and Transparency (FFATA) 2006 Open Government Directive 2008 America Recovery and Reinvestment Act (ARRA) 2009 Data Act 201X Federal Level Freedom of Information Act 1966 Sunshine Act 1976 Federal Funding Accountability and Transparency (FFATA) 2006 Open Government Directive 2008 America Recovery and Reinvestment Act (ARRA) 2009 Data Act 201X
- Slide 7
- 7 Transparency The Requirements Federal Level Freedom of Information Act 1966 Sunshine Act 1976 Federal Funding Accountability and Transparency (FFATA) 2006 Open Government Directive 2008 America Recovery and Reinvestment Act (ARRA) 2009 Data Act 201X Federal Level Freedom of Information Act 1966 Sunshine Act 1976 Federal Funding Accountability and Transparency (FFATA) 2006 Open Government Directive 2008 America Recovery and Reinvestment Act (ARRA) 2009 Data Act 201X Who sponsored the Senate Bill?
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- 8 Transparency The Requirements Federal Level Freedom of Information Act 1966 Sunshine Act 1976 Federal Funding Accountability and Transparency (FFATA) 2006 Open Government Directive 2008 America Recovery and Reinvestment Act (ARRA) 2009 Data Act 201X Federal Level Freedom of Information Act 1966 Sunshine Act 1976 Federal Funding Accountability and Transparency (FFATA) 2006 Open Government Directive 2008 America Recovery and Reinvestment Act (ARRA) 2009 Data Act 201X Senators Barack Obama and John McCainBarack ObamaJohn McCain (along with Tom Coburn and Tom Carper )Tom CoburnTom Carper
- Slide 9
- 9 Transparency The Requirements Federal Level Freedom of Information Act 1966 Sunshine Act 1976 Federal Funding Accountability and Transparency (FFATA) 2006 Open Government Directive 2008 America Recovery and Reinvestment Act (ARRA) 2009 Data Act 201X Federal Level Freedom of Information Act 1966 Sunshine Act 1976 Federal Funding Accountability and Transparency (FFATA) 2006 Open Government Directive 2008 America Recovery and Reinvestment Act (ARRA) 2009 Data Act 201X State Level State Legislation Example: AZ HB2282 5/10/2010 State Level State Legislation Example: AZ HB2282 5/10/2010
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- 10 Transparency The Requirements Federal Level Freedom of Information Act 1966 Sunshine Act 1976 Federal Funding Accountability and Transparency (FFATA) 2006 Open Government Directive 2008 America Recovery and Reinvestment Act (ARRA) 2009 Data Act 201X Federal Level Freedom of Information Act 1966 Sunshine Act 1976 Federal Funding Accountability and Transparency (FFATA) 2006 Open Government Directive 2008 America Recovery and Reinvestment Act (ARRA) 2009 Data Act 201X State Level State Legislation Example: AZ HB2282 5/10/2010 State Level State Legislation Example: AZ HB2282 5/10/2010 Local Level State Directives City/County Governments School Boards Local Level State Directives City/County Governments School Boards
- Slide 11
- 11 Whos Watching? Organizations Goal: Collect, share, review and evaluate government transparency efforts Collaborate with governments, organizations and individuals - all in the cause of an informed citizenry and an accountable government
- Slide 12
- 12 Whos Watching? Organizations Goal: Collect, share, review and evaluate government transparency efforts Collaborate with governments, organizations and individuals - all in the cause of an informed citizenry and an accountable government
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- 13 Impact of Watch Groups Reviewing and evaluating government transparency efforts Collect, share and evaluate transparency information Collaborate with individuals and organizations in the cause of an informed citizenry and an accountable government
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- 14 Impact of Watching Organizations Reviewing and evaluating government transparency efforts Collect, share and evaluate transparency information Collaborate with individuals and organizations in the cause of an informed citizenry and an accountable government
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- 15 Impact of Watching Organizations
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- 16 U.S. PIRG Following the Money 2013
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- 17 U.S. PIRG Following the Money 2013 Highlights of 2013 Report All 50 states have a checkbook-level web capability 48 states offer searchable info Advanced tools added: Integration of Local Government data Interactive mapping tools Evaluation Grades: Grade2010201120122013 A1577 B64149 C17201422 D811107 F181055
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- 18 U.S. PIRG Following the Money 2013 Achieving Transparency 2.0 Encompassing User-Friendly Web/Portal One-Stop Search all expenditures on a single site One-Click Searchable and Downloadable Search with a single query Sort data Download for offline analysis
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- 19 Best Practices Defined Checkbook-Level view payments to vendors, grants, tax credits, discretionary spending Searchability by vendor, by keyword, by activity and by agency or department Downloadable Copies of Contracts Inclusion of other data outside of usual budget and accounting systems Improved (extended) historical data Integration of Local Government details Mapping (Spatial) tools User Feedback
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- 20 Solution Architecture Financial Systems OLTP WEBSITEWEBSITE External User Architecture: Early Approaches
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- 21 Solution Architecture Financial Systems HR Systems Other Systems OLTP Warehouse or Data Store Reporting Platform and/or BI Tools PORTALPORTAL External User Internal User Internal User Architecture: To Be
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- 22 The State of Oklahoma A Success Story Case Study 2013 Grade: A- 2012 Grade: C+ 2011 Grade: C- Office of Management & Enterprise Services
- Slide 23
- 23 The State of Oklahoma Transparency Initiatives 2007 Legislation Requiring a transparency website by Jan 2008 (OpenBooks) Initial roll-out contained basic expenditure & funding data, payroll data and vendor payments > $5,000 23
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- 24 The State of Oklahoma Transparency Initiatives 2007 Legislation Requiring a transparency website by Jan 2008 (OpenBooks) Initial roll-out contained basic expenditure & funding data, payroll data and vendor payments > $5,000 24
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- 25 The State of Oklahoma Transparency Initiatives OpenBooks Update: Changed to business intelligence technology Improved functionality: search options, drill down and downloads Included all vendor payments 2007 2009 2010 OpenBooks Update: Added pcard data, tax credits and tax delinquencies 25
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- 26 The State of Oklahoma Transparency Initiatives 201020092007 2011 data.ok.gov Convenience data in raw format forms.ok.gov - Central repository for state government forms documents.ok.gov - Central repository for state government documents/ reports HB2140 - Agency consolidation - Consolidated several agencies into OMES and created the Performance & Efficiencies division HB1304 - IT Consolidation - Consolidated IT resources and personnel into OMES 26
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- 27 The State of Oklahoma Transparency Initiatives 201020092007 2012 OpenBooks Updates: Added road funding Added statewide contract & requisition search Added links to local government websites Added more years of historical expenditure data 2011 27
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- 28 The State of Oklahoma Transparency Initiatives 201020092007 2013 2012 OKSTATESTAT.ok.gov Performance Metrics Online Checkbook for State Treasurers Office 2011 28
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- 29 The State of Oklahoma Transparency Initiatives 2010200920072011 2013 2012 OKSTATESTAT.ok.gov Performance Metrics Online Checkbook for State Treasurers Office 29
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- 30 OKSTATESTAT.ok.gov Performance Metrics Online Checkbook for State Treasurers Office Your Logo The State of Oklahoma Transparency Initiatives 2010200920072011 2013 2012 30
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- 31 Your Logo The State of Oklahoma Transparency Initiatives 2010200920072011 2013 2012 Oklahoma Achievements Encompassing User-Friendly Portal One-Stop / One-Click Checkbook-Level view Searchable / downloadable Contracts included Extended historical data Integration of Local Government details User Feedback Oklahoma Achievements Encompassing User-Friendly Portal One-Stop / One-Click Checkbook-Level view Searchable / downloadable Contracts included Extended historical data Integration of Local Government details User Feedback 31
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- 32 Transparency is not going away Citizens will be more technologically savvy, with increased expectations Watch Groups will continue Technology can drive both feature/function and content In Conclusion
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