Illinois Policy Institute's Local Transparency Project Grading Rubric A - 90% and Above B - between 80% and 89.99% C - between 70% and 79.99% D - between 60% and 69.99% F - 59.99% and lower Out of a possible 100 points. 1. Elected & Administrative Officials (10 points) Sub Category: Elected Officials (4 points) - 1 point for name of elected officials
- 1.5 points for email or web form to contact elected officials
- 1.5 points for phone number to contact elected officials
Sub Category: Senior Elected Official (1 point) - .25 point for name of elected official
- .375 point for email or web form of elected official
- .375 point for phone number of elected official
Sub Category: Administrators (4 points) - 1 point for names of administrators in each department
- 1.5 points for email or web form to contact administrators
- 1.5 points for phone number to administrators
Sub Category Senior Administrator: (1 point) - .25 point for name of senior administrator
- .375 point for email or web form of senior administrator
- .375 point for phone number of senior administrator
2. Meeting Information (10 points) Sub Category: Future Meeting Calendar (2.5 points)
Sub Category: Meeting Agendas (2.5 points) - Is the next meeting’s agenda online or do they regularly post agenda’s online prior to meetings?
Sub Category: Meeting Board Packets (2.5 points) - .5 point per each of last 5 years online.
- Only 70% credit if documents are not searchable
Sub Category: Meeting Minutes (2.5 points) - .5 point per each of last 5 years online.
- Only 70% credit if documents are not searchable
3. Freedom of Information Act (10 Points) Sub Category: Freedom of Information Act Page (7 points) - 1 point for address to submit FOIA
- 1.5 points for phone number
- 1.5 points for email or web form
- 1.5 point for FOIA process response time
- 1.5 points for fee disclosure
Sub Category: FOIA Officer (3 points) - 1 point for name
- 1 point for phone number
- 1 point for email or web form
4. Budgets (10 Points) - 2 points for each year of last 5 years budget (detailed budget-no summary)
- Only 70% credit if document isn’t searchable
5. Financial Audits (10 Points) - 2 points for each of the last 5 years of comprehensive financial audit
- Only 70% credit if document isn’t searchable
6. Expenditures (10 Points) Sub Category: 3rd Party Individual Expenditures/Check Register (5 points) - 1 point for each of the last 5 years
- Only 50% credit if document isn't on own page (in board packet).
- Only 70% credit if document isn’t searchable
Sub Category: 3rd Party Annual Expenditures (5 points) - 1 point for each of the last 5 years
- Only 70% credit if document isn’t searchable
7. Salary & Benefits (10 Points) Sub Category: Individual Employee Salary Compensation (5 points) - 1 point for each of the last 5 years
- Only 50% credit if it only includes ranges or salary bands
- Only 70% credit if document isn’t searchable
Sub Category: Individual Employee Benefit Compensation (5 points) - 1 point for each of the last 5 years
- Only 50% credit if it only includes ranges or salary bands
- Only 70% credit if document isn’t searchable
8. Contracts (10 Points) Sub Category: Current Requests of Bids & Proposals, Over $25,000 (2.5 points) - 1.5 points for listing of open bids & proposals
- 1 point for instructions on where & how to submit a bid or proposal
Sub Category: Approved Vendor Contracts, Over $25,000 (2.5 points) - .5 points for each of the last 5 years in contracts
- Only 70% credit if document isn’t searchable
Sub Category: EmployeeContracts (5 points) - 1 point per each of the last 5 years for all employee or union contracts. If no contracts, then an employee handbook or similar document detailing wages, benefits, vacation, sick, leave policies, etc. is accepted.
- Only 70% credit if document isn’t searchable
9. Lobbying (10 Points) - Must disclose value and purpose of each contract
- Must disclose any membership organizations they belong to that also engages in lobbying
- 2 points for each of the last 5 years
10. Taxes (10 Points) - Must disclose the tax rate for all major revenue sources (property, income, sales, etc.) on one central page
- Must disclose all revenue sources
- Must disclose all fees (fee schedule)
IPI’s Recommendations for improving a Local Transparency Project score. (Via Local Transparency Project Grading Ruberic)Elected & Administrative Officials: Include name, phone and email of all elected officials and senior administrators. Meeting Information: Include a calendar and agendas for future meetings. It should also have minutes and board packets for the past 5 years. Public records: Include the address, phone number, and an email or web form to submitting a Freedom of Information Act (FOIA) request. The website should disclose fees and the regular response time requirements, as well as the FOIA officer(s) name, email and contact Information. Budgets: Include a full, searchable budget for each of the past 5-years. Financial Audits: Include a comprehensive annual financial report (CAFR) in searchable format for each of the past 5-years. Expenditures: Include a checkbook register and all credit card expenditures to all individuals and third-party vendors for each of the past 5-years. It should also include an annual report totaling all expenditures per individual and vendor for each of the past 5-years. Salary & Benefits: Include comprehensive compensation information for each individual employee including wages, salary, overtime, health, dental, life insurance, pension, and all other compensation for each of the past 5-years. Contracts: Include a searchable list all open bids and request for proposals, and list instructions on where and how to submit a bid. The website should include all contracts valued over $25,000 for the last 5-years. The website should also include all employee or union contracts covering the past 5-years. Lobbying: Include a disclosure of membership in any taxpayer-funded associations who lobby, and any contracts with lobbying firms for the prior 5-years. Taxes & Fees: Include detailed information for any type of tax or fee it levies including; sales, property, income, and miscellaneous taxes, fees on residents and businesses. A comprehensive fee schedule detailing all taxes is preferred. We urge you to reach out to the Illinois Policy Institute prior to May 10, 2012. We are dedicated to assisting public administrators and elected officials to improve proactive online transparency via the Local Transparency Project and the 10-Point Transparency Checklist. More about the IPI: Is the Institute part of the government? No. The Institute is an independent organization that does not accept government funding of any kind. What is the Institute’s political affiliation? The Illinois Policy Institute is independent and not affiliated with any political party. People often ask whether the Institute is conservative, libertarian, or whether it falls under some other political label. Labels can sometimes provide helpful shorthand to make it easier for strangers to become better acquainted, but they also can be inaccurate or miss the bigger picture. The Illinois Policy Institute is dedicated to promoting the principles of liberty in all levels of government. While “liberty” can be interpreted in many ways and applied to many different arenas, we focus specifically on economic liberty and free market principles. We work with anyone who supports our values on a particular issue, regardless of political or ideological affinity, including Democrats, Republicans and independents. Are you an independent organization? Yes. The Institute is an independent organization where principles always come first. Like most non-profits, our work is answerable to a Board of Directors entrusted with advancing our mission. What issues have you had bi-partisan success with? School choice, government transparency and fiscal responsibility – to name just a few. Click here to read an expanded list of Institute achievements that engaged people from across the political spectrum. Does the Institute engage in “social” issues? No, the Institute focuses on economic liberty and free market principles. Do you lobby government? The Institute is primarily a research and educational organization. We do make judicious use of a provision within federal law that allows organizations like ours to promote good ideas to decision makers on a limited basis. Illinois law requires Institute staff who engage and educate elected officials to be registered lobbyists, and we comply with that requirement. What services do you provide to elected officials? Our policy and outreach staff can help policy makers: - Explain why free markets allow people to flourish and prosper, producing more dynamic economies, greater political liberty and better health and living standards for all citizens (particularly the poor and disadvantaged).
- Develop responsible and pioneering policy solutions to pressing problems.
- Speak to a constituent group, like a local Chamber of Commerce or Kiwanis club, about important policy issues and recent developments.
Does the Institute endorse candidates? No. The Institute does not endorse candidates or donate to political parties. We’re thrilled, however, when they adopt our policy positions and advance good ideas that will lead to a better Illinois. Who funds the Institute? The Institute is funded by the voluntary contributions of thousands of committed supporters from across the state who share our belief in free markets, free people and our vision for a more prosperous Illinois. We do not accept government grants of any kind or union funding. We welcome support from a broad range of individuals, businesses and charitable foundations that share our values and are willing to support our work for a better, brighter Illinois. All donations are tax deductible. Because the Institute is a 501(c)(3) nonprofit charitable organization, our supporters’ names are kept private, although donors are free to share their reasons for supporting our efforts. What is the Institute’s annual budget? The Institute’s 2010 budget was $1.8 million, which was invested in our innovative policy centers, legislator education, activist outreach and informative events. You can help make sure our future impact is bigger and better by making a tax-deductible contribution today. How many staff does the Institute have? Where are your offices? The Institute has more than a dozen hard-working staffers based out of offices in Chicago and in the state’s capital, Springfield. We host events around the state on a regular basis. Our Senior Fellows, Academic Advisory Board, and interns also help promote the Institute’s mission. What is a “Liberty Leader”? For democracy to work citizens need to be engaged and involved. Our more than 1,000 Liberty Leaders – community organizers – work with state and local governments to bring good policy ideas to life. By writing letters to their newspapers, blogging, attending events, and auditing regional bodies of government, they are making Illinois a better place to live and work. Become a Liberty Leader today! |