Appendix 5: SDS IV Performance Reporting Requirements and Delivery Schedule
| Reporting requirement |
Primary/secondary audience(s) |
Author |
Purpose, scope and use |
Data source(s) |
Timing |
Distribution vehicle |
|---|---|---|---|---|---|---|
| Quarterly Branch and Regional Reports |
SD Division |
SD Coordinators |
Report on progress against Branch and Regional Action Plans. Includes description of progress on scheduled activities (e.g., inputs, actions, outputs, outcomes or results), percentage completion levels, barriers to implementation. Reports used to build Quarterly SD Reports on implementation of SDS. |
Internal branch and regional records |
Quarterly |
Recorded through on-line performance measurement (PR) tool |
| Branch and Regional Report Cards |
SD Coordinators and Reps |
SD Division, Performance Measurement Section |
Assess Branch and Regional performance on implementation, results and process. Progress on scheduled activities (e.g., inputs, actions, outputs, outcomes or results), documentation, percentage completion of scheduled activities, on-time filing of progress reports. Used by branches and regions as part of their SD performance self-assessment. |
PR tool entries including supporting documentation |
Quarterly |
Electronic distribution to SD Coordinators and Representatives via email. |
| Quarterly SD reports |
CRA management, SDSC |
SD Division, Performance Measurement Section |
Provide CRA management with progress information on SD program. Includes progress on major milestones, results and outcomes, comparison of actual versus projected completion of SDS by goal, significant barriers to implementation. Used to inform CRA management and to determine corrective measures if necessary. |
PR tool entries including supporting documentation, and other internal records |
Quarterly |
Electronic distribution to Planning and Performance Measurement, (F&A) |
| Finance and Administration (F&A) Functional Business Plan report |
CRA management |
SD Division, Performance Measurement Section |
Provides CRA management with biannual progress report on SD progress. Contains roll-up progress of Quarterly SD Reports. Used to inform CRA management on progress made by F&A in its role of supporting SD progress within the Agency, and progress made in meeting Agency-wide SD commitments. |
PR tool entries including supporting documentation, and other internal records |
Biannual |
Electronic distribution to Planning and Performance Measurement, (F&A) |
| Annual SD report |
SD Division, Performance Measurement Section |
Provides summary of progress (actual vs. projected) on SDS for a single fiscal year. Focus on percent implementation of SDS, achievement of targets (outcomes, results), resources used. 2nd and 3rd year reports contains data on cumulative progress. Used to demonstrate Agency progress towards achieving SD commitments to Canadians, CRA management and other stakeholders. Annual SD Report used as input to Departmental Performance Report. |
PR tool entries including supporting documentation, other internal databases and records, survey results. |
Annual |
Electronic file for internal distribution, posting to external SD website |
|
| Federal sustainable development goals |
Canadians/ OGDs |
SD Division, Performance Measurement Section |
Provide evidence of the CRA's contribution to federal SD goals. Contains summary of progress on results of 12 CRA activities contributing directly to federal SD goals. Used by Environment Canada to produce a federal progress report on SD on behalf of the Government of Canada. |
PR tool entries including supporting documentation, other internal databases and records, survey results. |
Annual |
Electronic distribution to Environment Canada |
| Formative Report on Progress |
CRA management/central agencies/CESD |
Consultant TBD |
Evaluate the process used to deliver the commitments in the 2007-2010 SDS. Scope includes management, communications, measurement and reporting, recognition, implementation. Used to assess effectiveness of the processes used to implement the SDS. |
Quarterly and annual reports, views of employees and management (survey data, interviews) EMP reports, other internal records |
2009 |
Posting to external SD website |
| Summative Report on Progress |
CRA management, SDSC, AMC, BoM/ central agencies/ CESD |
Consultant TBD |
Evaluate the program for effectiveness in achieving outcomes against the expectations of the Government and Canadians. Scope is all aspects of the program but with a focus on progress towards achieving long term outcomes over four SDSs, and relevance against current and anticipated expectations of Canadians and Government of Canada. Report used to advise on relevance of program and recommendation on continuing support at Agency level. |
Quarterly, and annual reports, views of employees and management (survey data, interviews) EMP reports, other internal records |
2010 |
Posting to external SD Website/ |