Campbell Board narrows treasurer evaluation to two measurable categories, directs staff to draft new form

Campbell's Board of Education met in a special session April 4, 2025, to redesign the evaluation process for the district treasurer and to align the evaluation form with the treasurer's job description and current professional standards. During the discussion board members emphasized measurable evidence—monthly treasury reports, the annual audit, and the five-year forecast—over lengthy narrative items.

Board members agreed to condense the evaluation into two primary categories, one focused on leadership and professionalism and the other on financial and facilities management. "The criteria for the evaluation of treasurer should be based on the job description," said an attending board member (Speaker S6), arguing that each criterion must relate directly to the treasurer's tasks. The board also discussed drawing from the profession's new standards for fiscal leadership and communication where the job description is insufficient.

Under the financial and facilities management heading, members proposed checkboxes and objective evidence such as "yearly audit complete and acceptable," monthly treasury reports submitted to the board, and a completed five-year forecast. The board discussed including levy and bond management and banking/depository responsibilities under a consolidated "manage financial accounts" item. "Establishes and manages sound fiscal practices," read one agreed phrase the board consolidated for a principal standard (Speaker S3).

For leadership and professionalism, the draft form will include measurable items for leading and managing personnel (completion of subordinate performance reviews or other deliverables), compliance with applicable local, state and federal laws and ethics codes, and a checkbox to note whether the treasurer had audit findings (with space for details). Members emphasized adding a short qualitative summary section for strengths and targeted needs, so the process is not solely a checklist.

The board instructed staff to produce a draft evaluation form that maps the treasurer's job description and, where appropriate, the profession's standards. Policy 1330 (criteria for the evaluation of the treasurer) was cited as the governing policy that the new form should follow; staff were asked to submit the board policy update for the board policy meeting in mid-April. Speaker S2 formally appointed Annette Davis as treasurer pro tem at the start of the meeting: "I'd like to appoint Annette Davis as the treasurer pro tem." The draft form is intended to take effect for the next evaluation cycle, with May 1 mentioned as the target evaluation date referenced in the meeting.

A motion to adjourn carried by roll-call voice vote; several members recorded "Aye." The board directed staff to circulate the draft evaluation form and the proposed policy revisions ahead of the upcoming policy meeting.