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H0300......................................................by STATE AFFAIRS
STATE AGENCY STRATEGIC PLANNING - Repeals, amends and adds to existing law
relating to state agency strategic planning and performance measurement to
set forth purposes; to define terms; to provide for strategic planning; to
provide for performance measurement; and to provide for training.
03/07 House intro - 1st rdg - to printing
03/08 Rpt prt - to St Aff
03/14 Rpt out - rec d/p - to 2nd rdg
03/15 2nd rdg - to 3rd rdg
03/16 3rd rdg - PASSED - 68-0-2
AYES -- Anderson, Andrus, Barraclough, Barrett, Bastian, Bayer,
Bedke, Bell, Bilbao, Black, Block, Boe, Bolz, Bradford, Cannon,
Chadderdon, Clark, Collins, Deal, Denney, Edmunson, Ellsworth,
Eskridge, Field(18), Field(23), Garrett, Hart(Jacobson), Harwood,
Henbest, Henderson, Jaquet, Jones, Kemp, Lake, LeFavour, Loertscher,
Martinez, Mathews, McGeachin, McKague, Miller, Mitchell, Moyle,
Nielsen, Nonini, Pasley-Stuart, Pence, Raybould, Ring, Ringo,
Roberts, Rusche, Rydalch, Sali, Sayler, Schaefer, Shepherd(2),
Shepherd(8), Shirley, Skippen, Smith(30), Smith(24), Smylie,
Snodgrass, Stevenson, Trail, Wills, Mr. Speaker
NAYS -- None
Absent and excused -- Crow, Wood
Floor Sponsor - Henbest
Title apvd - to Senate
03/17 Senate intro - 1st rdg - to St Aff
03/24 Rpt out - rec d/p - to 2nd rdg
03/25 2nd rdg - to 3rd rdg
03/29 3rd rdg - PASSED - 33-0-2
AYES -- Andreason, Broadsword, Bunderson, Burkett, Burtenshaw,
Cameron, Coiner, Compton, Corder, Darrington, Davis, Fulcher, Gannon,
Geddes, Goedde, Hill, Jorgenson, Kelly, Keough, Langhorst, Little,
Lodge, Malepeai, Marley, McGee, McKenzie, Pearce, Richardson,
Schroeder, Stegner, Sweet, Werk, Williams
NAYS -- None
Absent and excused -- Brandt, Stennett
Floor Sponsor - Keough
Title apvd - to House
03/30 To enrol
03/31 Rpt enrol - Sp signed - Pres signed
04/04 To Governor
04/11 Governor signed
Session Law Chapter 339
Effective: 07/01/05
]]]] LEGISLATURE OF THE STATE OF IDAHO ]]]]
Fifty-eighth Legislature First Regular Session - 2005
IN THE HOUSE OF REPRESENTATIVES
HOUSE BILL NO. 300
BY STATE AFFAIRS COMMITTEE
1 AN ACT
2 RELATING TO STATE AGENCY STRATEGIC PLANNING AND PERFORMANCE MEASUREMENT;
3 REPEALING SECTIONS 67-1901 THROUGH 67-1903, IDAHO CODE, RELATING TO STATE
4 PLANNING; AMENDING CHAPTER 19, TITLE 67, IDAHO CODE, BY THE ADDITION OF A
5 NEW SECTION 67-1901, TO SET FORTH PURPOSES; AMENDING CHAPTER 19, TITLE 67,
6 IDAHO CODE, BY THE ADDITION OF A NEW SECTION 67-1902, IDAHO CODE, TO
7 DEFINE TERMS; AMENDING CHAPTER 19, TITLE 67, IDAHO CODE, BY THE ADDITION
8 OF A NEW SECTION 67-1903, IDAHO CODE, TO PROVIDE FOR STRATEGIC PLANNING;
9 AMENDING CHAPTER 19, TITLE 67, IDAHO CODE, BY THE ADDITION OF A NEW SEC-
10 TION 67-1904, IDAHO CODE, TO PROVIDE FOR PERFORMANCE MEASUREMENT; AMENDING
11 CHAPTER 19, TITLE 67, IDAHO CODE, BY THE ADDITION OF A NEW SECTION
12 67-1905, IDAHO CODE, TO PROVIDE FOR TRAINING; AND AMENDING SECTION
13 67-3507, IDAHO CODE, TO REVISE A CODE REFERENCE.
14 Be It Enacted by the Legislature of the State of Idaho:
15 SECTION 1. That Sections 67-1901 through 67-1903, Idaho Code, be, and the
16 same are hereby repealed.
17 SECTION 2. That Chapter 19, Title 67, Idaho Code, be, and the same is
18 hereby amended by the addition thereto of a NEW SECTION, to be known and des-
19 ignated as Section 67-1901, Idaho Code, and to read as follows:
20 67-1901. PURPOSES. The purposes of sections 67-1901 through 67-1905,
21 Idaho Code, are to generate state agency planning and performance information
22 that can be used to:
23 (1) Improve state agency accountability to state citizens and lawmakers;
24 (2) Increase the ability of the legislature to assess and oversee agency
25 performance;
26 (3) Assist lawmakers with policy and budget decisions; and
27 (4) Increase the ability of state agencies to improve agency management
28 and service delivery and assess program effectiveness.
29 SECTION 3. That Chapter 19, Title 67, Idaho Code, be, and the same is
30 hereby amended by the addition thereto of a NEW SECTION, to be known and des-
31 ignated as Section 67-1902, Idaho Code, and to read as follows:
32 67-1902. DEFINITIONS. For purposes of sections 67-1901 through 67-1905,
33 Idaho Code:
34 (1) "Agency" means each department, board, commission, office and insti-
35 tution, educational or otherwise, except elective offices, in the executive
36 department of state government. "Agency" does not include legislative and
37 judicial branch entities.
38 (2) "Benchmark" or "performance target" means the agency's expected,
39 planned or intended result for a particular performance measure. This informa-
40 tion may come from an accepted industry standard for performance or from an
2
1 agency's careful study, research and/or analysis of the circumstances impact-
2 ing performance capabilities.
3 (3) "Core function" means a group of related activities serving a common
4 end of meeting the main responsibilities of the agency.
5 (4) "Goal" means a planning element that describes the broad condition,
6 state or outcome an agency or program is trying to achieve.
7 (5) "Major division" means an organizational group within the agency that
8 focuses on meeting one (1) or more of the agency's primary statutory responsi-
9 bilities.
10 (6) "Objective" means a planning element that describes a specific condi-
11 tion, state or outcome that an agency or program is trying to achieve as a
12 step toward fulfilling its goals.
13 (7) "Performance measure" means a quantifiable indicator of an agency's
14 progress toward achieving its goals.
15 SECTION 4. That Chapter 19, Title 67, Idaho Code, be, and the same is
16 hereby amended by the addition thereto of a NEW SECTION, to be known and des-
17 ignated as Section 67-1903, Idaho Code, and to read as follows:
18 67-1903. STRATEGIC PLANNING. (1) Each state agency shall develop and sub-
19 mit to the division of financial management a comprehensive strategic plan for
20 the major divisions and core functions of that agency. The plan shall be based
21 upon the agency's statutory authority and, at a minimum, shall contain:
22 (a) A comprehensive outcome-based vision or mission statement covering
23 major divisions and core functions of the agency;
24 (b) Goals for the major divisions and core functions of the agency;
25 (c) Objectives and/or tasks that indicate how the goals are to be
26 achieved;
27 (d) Performance measures, developed in accordance with section 67-1904,
28 Idaho Code, that assess the progress of the agency in meeting its goals in
29 the strategic plan, along with an indication of how the performance mea-
30 sures are related to the goals in the strategic plan;
31 (e) Benchmarks or performance targets for each performance measure for,
32 at a minimum, the next fiscal year, along with an explanation of the man-
33 ner in which the benchmark or target level was established; and
34 (f) An identification of those key factors external to the agency and
35 beyond its control that could significantly affect the achievement of the
36 strategic plan goals and objectives.
37 (2) The strategic plan shall cover a period of not less than four (4)
38 years forward including the fiscal year in which it is submitted, and shall be
39 updated annually.
40 (3) The strategic plan shall serve as the foundation for developing the
41 annual performance information required by section 67-1904, Idaho Code.
42 (4) When developing a strategic plan, an agency shall consult with the
43 appropriate members of the legislature, and shall solicit and consider the
44 views and suggestions of those persons and entities potentially affected by
45 the plan. Consultation with legislators may occur when meeting the requirement
46 of section 67-1904(7), Idaho Code.
47 (5) Strategic plans are public records and are available to the public as
48 provided in section 9-338, Idaho Code.
49 SECTION 5. That Chapter 19, Title 67, Idaho Code, be, and the same is
50 hereby amended by the addition thereto of a NEW SECTION, to be known and des-
51 ignated as Section 67-1904, Idaho Code, and to read as follows:
3
1 67-1904. PERFORMANCE MEASUREMENT. (1) Every fiscal year, as part of its
2 budget request, each agency shall prepare an annual performance report. The
3 report shall be comprised of two (2) parts:
4 (a) Part I shall contain basic profile information for the prior four (4)
5 fiscal years including statutory authority, fiscal year revenue and expen-
6 diture information and any informative breakdowns such as amounts from
7 different revenue sources, types of expenditures, and data about the num-
8 ber and types of cases managed and/or key services provided to meet agency
9 goals.
10 (b) Part II shall contain:
11 (i) Not more than ten (10) key quantifiable performance measures,
12 which clearly capture the agency's progress in meeting the goals of
13 its major divisions and core functions stated in the strategic plan
14 required in section 67-1903, Idaho Code. The goal(s) and strategies
15 to which each measure corresponds shall also be provided. More mea-
16 sures may be requested by the germane committee chairs through the
17 process set forth in subsection (7) of this section.
18 (ii) Results for each measure for the prior four (4) fiscal years.
19 In situations where past data is not available because a new measure
20 is being used, the report shall indicate the situation.
21 (iii) Benchmarks or performance targets for each measure for, at a
22 minimum, the next fiscal year, and for each year of the four (4)
23 years of reported actual results.
24 (iv) Explanations, where needed, which provide context important for
25 understanding the measures and the results, and any other qualitative
26 information useful for understanding agency performance.
27 (v) Attestation from the agency director that the data reported has
28 been internally assessed for accuracy, and, to the best of the
29 director's knowledge, is deemed to be accurate.
30 (2) Each agency performance report shall be presented in a consistent
31 format, determined by the division of financial management, which allows for
32 easy review and understanding of the information reported.
33 (3) Each agency shall review the results of the performance measures com-
34 pared to benchmarks or performance targets and shall use the information for
35 internal management purposes.
36 (4) Each agency shall maintain reports and documentation that support the
37 data reported through the performance measures. This information shall be
38 maintained and kept readily available for each of the four (4) years covered
39 in the most recent performance report.
40 (5) The performance report shall be submitted by the agency to the divi-
41 sion of financial management and the budget and policy analysis office of the
42 office of legislative services by September 1 of each year. In fiscal year
43 2006, agencies shall submit part I of the performance report required by sub-
44 section (1)(a) of this section no later than November 1, and are exempt from
45 submitting part II of the performance report required by subsection (1)(b) of
46 this section. In accordance with section 67-3507, Idaho Code, agency perfor-
47 mance reports shall be published each year as part of the executive budget
48 document.
49 (6) The office of budget and policy analysis of the office of legislative
50 services may incorporate all or some of the information submitted under this
51 section in its annual legislative budget book.
52 (7) Each agency shall orally present the information from the performance
53 report to its corresponding senate and house of representatives germane com-
54 mittees each year unless a germane committee elects to have an agency present
55 such information every other year. The presentations shall consist of a review
4
1 of agency performance information and shall provide an opportunity for dia-
2 logue between the agency and the committees about the sufficiency and useful-
3 ness of the types of information reported. Following any discussion about the
4 information reported, the germane committees, in accordance with the require-
5 ments of this section, may request any changes to be made to the types of
6 information reported. In fiscal year 2006, each agency shall be required only
7 to present part I of the performance report required in subsection (1)(a) of
8 this section and, at a minimum, a progress report on the implementation of
9 part II of the performance report as set forth in subsection (1)(b) of this
10 section.
11 (8) If an agency and its corresponding germane committees determine that
12 it is not feasible to develop a quantifiable measure for a particular goal or
13 strategy, the germane committees may request an alternative form of measure-
14 ment.
15 (9) The senate and the house of representatives germane committees should
16 attempt to meet jointly to hear and discuss an agency's performance report and
17 achieve consensus regarding the types of measures to be reported.
18 SECTION 6. That Chapter 19, Title 67, Idaho Code, be, and the same is
19 hereby amended by the addition thereto of a NEW SECTION, to be known and des-
20 ignated as Section 67-1905, Idaho Code, and to read as follows:
21 67-1905. TRAINING. Strategic planning and performance measurement train-
22 ing shall be held for both state agencies and lawmakers as follows:
23 (1) The division of financial management shall coordinate training for
24 key agency personnel on the development, use and reporting of strategic plan-
25 ning and performance measurement information. The training shall be integrated
26 into current agency training programs and shall be offered and required for
27 agency staff at a frequency determined by the division of financial manage-
28 ment.
29 (2) The office of performance evaluations and the office of budget and
30 policy analysis of the office of legislative services shall coordinate train-
31 ing for legislators on the development and use of strategic planning and per-
32 formance measurement information. The training shall be offered at least once
33 every two (2) years to coincide with new legislative terms.
34 SECTION 7. That Section 67-3507, Idaho Code, be, and the same is hereby
35 amended to read as follows:
36 67-3507. EXECUTIVE BUDGET. The executive budget document shall consist of
37 the following three (3) parts:
38 (1) Part I of the executive budget document shall consist of a budget
39 message by the governor which shall outline the financial plan of the execu-
40 tive department of the state government for the next fiscal year, describing
41 the important features of the financial plan.
42 (2) Part II of the budget document shall present in detail for the next
43 fiscal year, as minimum information to be included in Part II, items showing:
44 estimates of agency needs based on the governor's recommendations, to meet the
45 expenditure needs of the state from all available funds classified by agencies
46 and showing the cost of each major program. Part II shall also set forth the
47 governor's recommendations for the capital program. All funds, including fed-
48 eral and local funds and interagency receipts received for any purpose, shall
49 be accounted for in the budget.
50 (3) Part III of the budget document shall consist of the annual perfor-
51 mance plans required in section 67-19034, Idaho Code.
STATEMENT OF PURPOSE
RS 15117
This proposed legislation would eliminate strategic planning
and performance measurement requirements deemed as generally not
meeting legislative intent, and to establish new requirements
designed to improve the process.
The intent is to generate information that can be used to
improve state agency accountability, increase the ability of
state agencies to assess agency performance and make any needed
changes.
FISCAL NOTE
Oral reports from agencies to germane committees will
necessitate a small increase in time spent for both lawmakers and
agency officials. Offering training will require approximately
$20,000 every two years; $10,000 for the Office of Performance
Evaluation every 2 years, and $10,000 for the Department of
Financial Management every 2 years.
Contact
Name: Representative Henbest
Phone: 208-332-1000
Name: Senator Shawn Keough
Phone: 208-331-1000
STATEMENT OF PURPOSE/FISCAL NOTE H 300