June 2020 | Page 21

a commercial venture with whom the school district does business. “Substantial interest” means any monetary or proprietary interest, either direct or indirect. “Relative” can be defined as the spouse, child, child’s child, parent, grandparent, brother, or sister of the whole or half blood and their spouses and the parent, brother, sister, or child of a spouse. 2. If an employee, board member, or relative participates in the purchase of goods or services where conflict exists. This includes voting, approving, developing, introducing, administering, giving advice, recommending, attending meetings, providing information, influencing decisions, or directing an employee to approve. Either of the above scenarios should flag an alert for conflict of interest, and the educated employee or governing board member must disclose it as such. Educating Employees Implementing best practices and educating employees can help prevent fraud based on conflict of interest. Require employees to fill out a conflict of interest form when hired and again annually; however, before any forms are filled out, be certain employees understand the terms and the scope of concern applied to conflict of interest. Require board members to fill out a conflict of interest form when they take office and renew it annually. Again, be certain that all persons involved understand the definition of conflict of interest. Thoroughly investigate allegations of inadequate disclosure of substantial interests and/or inappropriate participation when substantial interest may exist. Conduct annual conflict of interest training for all district employees and require acknowledgment that they received the training. In Avondale Elementary School District, we have an online tool that provides the training for employees to review annually. It also tracks which employees have and have not completed the training and sends employees reminders about the requirement to complete the training. Educating employees to recognize fraud in its various forms is the first step in controlling the potential for fraud within the district. Protecting Your District If your district hasn’t done a fraud risk assessment recently, it may be time to do so. Some questions to consider include: • Does your district have a conflict of interest policy? • Are all employees aware of the conflict of interest policy? • Is the policy implemented consistently and responsibly? • Does management review the conflicts to consider whether they are still valid? Risk assessments should be done regarding personal interest, job function, and vendor relations. Here are some additional steps to get you started: • Review your state laws to ensure you understand the rules of and consequences around conflict of interest. • Review your district’s policy and procedures. • Evaluate your district’s organizational risk, personal risk, job duty risk, and vendor relations risk. • Train all district employees to recognize what constitutes a conflict of interest. • Educate your vendors on conflict of interest policies and procedures. • Establish an alert in your purchasing system that allows your district to monitor vendors who may have a conflict. • Compare employee addresses with vendor addresses to ensure they are not the same. • Conduct a vendor audit by reviewing ownership of businesses through state databases. It’s critical to educate employees and colleagues, speak up, and encourage transparency. Taking these measures will go a long way in helping you protect your district against fraud due to conflicts of interest. Election Results are In! Please congratulate the new members of the Board of Directors Tim Erickson, President-Elect Chrissy Hamiel, Director Jeff Mahoney, Director Sarah Viera, Director Want to learn more about your new board members? Visit wasbo.com/ newboard June 2020 • Taking Care of Business • WASBO.com 21