DOCSLIB.ORG

Bylaws, Policies and Procedures 2018

Total Page：16

File Type：pdf, Size：1020Kb

Download full-text PDF Read full-text
Bylaws, Policies and Procedures 2018 Bylaws, Policies and Procedures 2018 Page| 1 INTRODUCTION This Handbook contains the bylaws, accounting, personnel and general policies and procedures of the Orange County Local Agency Formation Commission. LAFCO’s governing statute, the Cortese-Knox-Hertzberg Government Reorganization Act of 2000 (Government Code Section 56000 et seq.) requires that each LAFCO adopt written policies and procedures. Since its formation in 1963, Orange LAFCO has adopted individual policies and procedures over the years as necessary and required by State Law and at the request of the Commission. In 2005, the Commission adopted its first “Orange County LAFCO Handbook” which consolidated and updated all of the written policies and procedures previously adopted by Orange LAFCO along with recommended changes and revisions. The LAFCO Handbook is revisited and updated regularly to incorporate any changes in State law or in policies adopted by the Commission in the preceding year. The intent of the LAFCO Handbook is to provide one unified, current and comprehensive resource document to better inform LAFCO, its staff, public agencies and citizens of Orange County about the operations, responsibilities and functions of Orange LAFCO. The LAFCO policies and procedures contained herein generally do not reiterate or interpret State law. They are intended to supplement State law and reflect the unique circumstances and conditions in Orange County. For ease of reference, the Handbook is divided into five major Sections: (1) LAFCO Bylaws; (2) Accounting and Financial Policies and Procedures; (3) Personnel Policies and Procedures; (4) Administrative Policies and Procedures; and, (5) Project Processing Policies and Procedures. Any questions concerning the Commission’s adopted policies and procedures can be directed to the Commission’s Executive Officer or Assistant Executive Officer: Carolyn Emery, LAFCO Executive Officer 2677 North Main Street Suite 1050 Santa Ana, CA 92705 (714) 640-5100 Page| 2 Table of Contents SECTION 1: Orange County LAFCO Bylaws ..................................................................................................... 6 SECTION 2: Accounting & Financial Policies and Procedures ....................................................................... 21 PART 1 - Introduction .............................................................................................................................. 22 PART 2 – General Policies ........................................................................................................................ 22 PART 3 – Policies Associated With Revenues And Cash Receipts ........................................................... 29 PART 4 – Policies Associated With Expenditures And Disbursements ....................................................... 33 PART 5 – Policies Pertaining To Specific Asset And Liability Accounts ..................................................... 41 PART 6 – Policies Associated With Financial Reporting ............................................................................ 46 SECTION 3: Personnel Policies and Procedures ........................................................................................... 52 PART 1 – Employment ............................................................................................................................. 53 PART 2 – Salary And Wage Administration ............................................................................................. 61 PART 3 – Benefits .................................................................................................................................... 82 PART 4 – Time Off ................................................................................................................................... 84 PART 5 – Conduct And Problems .......................................................................................................... 101 SECTION 4: Administrative Policies & Procedures ..................................................................................... 105 Guidelines for the Appointment of LAFCO’s Regular and Alternate Public Members and Commissioners’ Terms of Office ....................................................................................................... 106 Policy for Disposal of Surplus Property ............................................................................................... 109 Legislative Policy Guidelines .............................................................................................................. 112 Policy for Inspection and Copying of Public Records .......................................................................... 117 Records Retention and Destruction Policy ........................................................................................ 123 Policy & Procedural Guidelines for LAFCO Sponsorship of Conferences and Meetings .................... 148 Social Media Use Policy ...................................................................................................................... 149 Guidelines for Selecting LAFCO Voting Delegates ............................................................................ 158 Policy for Distribution of LAFCO Reports .............................................................................................. 159 Software License Agreement Policy .................................................................................................. 161 Geographic Information Systems (GIS) Policy .................................................................................... 175 Guidelines Relating to Conflict of Interest ........................................................................................ 178 Policy for the Use of Computer and Electronic Communications .................................................... 180 SECTION 5: Project Processing Policies & Procedures ............................................................................... 187 Guidelines for Processing Applications and Evaluating Proposals .................................................... 188 Policy & Procedural Guidelines for Conducting Protest Proceedings ............................................... 188 Page| 3 Policy & Procedures for the Initiation of Proposals by the Local Agency Formation Commission ..... 188 Policy & Procedures for Processing Conflicting Proposals ............................................................... 188 Policy & Procedural Guidelines for Processing Incorporation Applications and Implementing Revenue Neutrality Provisions .......................................................................................................... 188 Policy & Procedures for the Review and/or Processing of Out-Of-Area Agreements by the Executive Officer (Gov’t Code §56133) .............................................................................................................. 188 Policy and Procedural Guidelines for Addressing Unincorporated Small Islands ............................... 188 Standards for Evaluating Service Plans and Preparing Municipal Service Reviews ............................ 188 Policy to Implement Disclosure of Political Expenditures ................................................................ 188 Sphere of Influence Policy and Guidelines for Preserving Community Identity ................................. 188 Policy for Holding Public Meetings within Affected Communities ................................................... 188 Policy for the Indemnification of LAFCO by Applicants .................................................................... 188 Policy and Procedures for Incomplete Applications ........................................................................... 188 Fee Waiver and Refund Policy ........................................................................................................... 188 Policy for Promoting Community Identity ......................................................................................... 188 Policy and Procedures for Disincorporations .................................................................................... 188 Policy and Guidelines for Disadvantaged Unincorporated Communities (DUCS) ............................ 188 The LAFCO Handbook is reviewed and updated at least bi-annually by the Commission. The Commission reserves the right to review, revise, add, or delete individual policies throughout the year. Any changes/ additions/deletions made to the LAFCO Handbook throughout the year will be noted here as well as on the individual policies: LAST REVISED: February 14, 2018 Page| 4 THIS PAGE INTENTIONALLY LEFT BLANK Page| 5 SECTION 1: Orange County LAFCO Bylaws Page| 6 Bylaws of the Orange County Local Agency Formation Commission ARTICLE – GENERAL1 1.1 TITLE This Commission shall be entitled and known as the Orange County Local Agency Formation Commission (“Orange County LAFCO”), hereinafter referred to as the “Commission.” 1.2 MISSION Adopted January 28, 2005, the mission of Orange County LAFCO is as follows: “LAFCO serves the citizens of Orange County by facilitating constructive changes in governmental structure and boundaries through special studies, programs, and actions that resolve intergovernmental issues, by fostering orderly development and governance, and by promoting the efficient delivery of services. LAFCO also serves as a resource for local governments and citizens by providing a structure for sharing information
Load more

Recommended publications
  • Government Organization
    Statement of Qualifications GOVERNMENT ORGANIZATION Open Space and Agricultural Preservation Programs Intergovernmental Agreements Special District Formation, Consolidation and Dissolution Annexation Studies Municipal Incorporation Municipal Service Reviews 2012 ABOUT ECONOMIC & PLANNING SYSTEMS The Firm Economic & Planning Systems, Inc. (EPS) is a land economics consulting firm experienced in the full spectrum of services related to real estate development, the financing of public infrastructure and government services, land use and conservation planning, and government organization. Guiding Principle EPS was founded on the principle that real estate development and land use-related public policy should be built on realistic assessment of market forces and economic trends, feasible implementation measures, and recognition of public policy objectives, including provisions for required public facilities and services. Areas of Expertise Government Organization Open Space and Resource Conservation Land Use Planning and Growth Management Public Finance Real Estate Market and Feasibility Analysis Fiscal and Economic Impact Analysis Reuse, Revitalization, and Redevelopment Real Estate Transactions and Negotiations Regional Economics and Industry Analysis Transportation Planning and Analysis Asset Valuation and Repositioning Clients Served Since 1983 EPS has provided consulting services to hundreds of public- and private-sector clients in California and throughout the United States. Clients include LAFCo cities, counties, special districts, multi- jurisdictional authorities, property owners, developers, financial institutions, and land use attorneys. Staff Capabilities The professional staff includes specialists in public finance, real estate development, land use and transportation planning, government organization, and computer applications. The firm excels in preparing concise analyses that disclose risks and impacts, support decision making, and provide solutions to real estate development and land use- related problems.
    [Show full text]
  • Legislative Action Guide
    ORANGE COUNTY business council LEGISLATIVE ACTION GUIDE 2011 ~ 2012 ACKNOWLEDGEMENTS CORPORATE SUPPORT SUSTAINING PARTNERS OCBC MEMBERS AND INVESTORS 24/7 Yellow Cab CMTC Mesa Consolidated Water District Rancho Mission Viejo LLC Abbott Medical Optics Coast Community College District Metropolitan Water Dist SoCal Rancho Santiago CCD Abode Communities Cordoba Corporation Michael Brandman Associates RBF Consulting ACEC County of Orange Mission Center for Longevity Reed and Davidson LLP AECOM Cox Business Services, OC Monaco Group Related Companies of Calif. Aera Energy LLC CresaPartners of OC Municipal Water District OC Ricoh Electronics Inc Aitken Aitken Cohn Curt Pringle & Associates Neighborhood Housing Services OC Robert Mayer Corporation Alacer Corporation Discovery Science Center Newmeyer & Dillion LLP RSI Development LLC Allergan, Incorporated Dorsey & Whitney, LLP Newport Banning Ranch LLC Rutan & Tucker LLP Alta Med Health Services Corp. Dot Printer, Inc. Northwestern Mutual Financial Saddleback Memorial Foundation Alzheimer’s Association OC Edwards Lifesciences Nossaman Guthner Knox & Elliot Santa Ana Chamber of Commerce A-Med Health Care Experian Nutrilite Santa Margarita Water District Ames & Associates First American Title Company Oakley SchoolsFirst Fed Credit Union Anaheim Marriott Hotel Five Points Community OC Automobile Dealers Association Schubert Flint Public Affairs Apartment Association of OC Flatiron Construction Corporation OC Boy Scouts of America Scott Baugh & Associates Aspen Media Fluor Corporation OC Children and Families SDG&E and The Gas Company AT&T California Four Corners Transportation Coalition OC Department of Education Second Harvest Food Bank OC Automobile Club of Southern CA Fullerton Community Bank OC Fair and Events Center Segerstrom Center for the Arts Bank of America Califiornia Gallagher Benefit Services OC Prof Firefighters Assoc Sensys Networks, Inc.
    [Show full text]
  • Local Agency Formation Commission of Napa County Phone: (707) 259-8645 Subdivision of the State of California Fax: (707) 251-1053
    1030 Seminary Street, Suite B Napa, California 94559 Local Agency Formation Commission of Napa County Phone: (707) 259-8645 Subdivision of the State of California Fax: (707) 251-1053 www.napa.lafco.ca.gov We Manage Local Government Boundaries, Evaluate Municipal Services, and Protect Agriculture Agenda Item 8a TO: Local Agency Formation Commission PREPARED BY: Brendon Freeman, Interim Executive Officer MEETING DATE: June 29, 2015 SUBJECT: Study Schedule Alternatives RECOMMENDATION The Commission is invited to discuss the staff report and direct staff with respect to possible amendments to the policy on municipal service reviews and/or study schedule. BACKGROUND In February 2008, the Commission adopted an ambitious study schedule for fiscal year 2008-09 through 2012-13 outlining the specific timeline for completion of the agency’s second round of municipal service reviews (MSRs) and sphere of influence (SOI) updates pursuant to California Government Code (G.C.) Sections 56430 and 56425, respectively. The Commission amended the study schedule in November 2008, June 2010, and December 2011 primarily in response to (1) unanticipated increases in proposal activity and (2) reduction in available staff resources associated with the Commission hosting the 2011 CALAFCO Annual Conference at Silverado Resort. Additionally, two separate vacancies in the agency’s Executive Officer position further reduced the Commission’s ability to meet the adopted study schedule timeline. DISCUSSION The Commission’s existing MSR policy states, “The Commission may also amend the study schedule to add, modify, or eliminate calendared municipal service reviews to address changes in circumstances, priorities, and available resources.” It is therefore within the Commission’s authority to direct staff to amend the policy in recognition of recent changes in available resources associated with the departure of the agency’s Executive Officer in December 2014.
    [Show full text]
  • LAFCO – Is It Working?
    Orange County Grand Jury 2004-2005 LAFCO – Is It Working? 1. Summary The Local Agency Formation Commission (LAFCO) was originally formed to: Some Acronyms and encourage the orderly formation of local Abbreviations in this governmental agencies Report preserve agricultural land resources CKH Act Cortese-Knox- discourage urban sprawl Hertzberg Local It performed this job effectively, leaving few Government Act remaining areas likely to incorporate into new “Unincorporated Island” cities. Therefore, LAFCO’s focus has recently County-run area evolved to: surrounded by cities facilitating the incorporation of unincorporated LAFCO Local Agency islands Formation conducting Municipal Service Reviews (MSRs) Commission to plan for future delivery and funding of MSRs Municipal Service municipal services Reviews updating Sphere of Influence (SOI) OC Orange County determinations SOI Sphere of Influence Obstacles to these processes include: VLF Vehicle License Fee island residents who do not want a new address legislation mandated by the State of California sewer vs. septic systems outside influence, city vs. county code enforcement increase of government fees LAFCO is working to overcome these obstacles with the support of the Orange County Board of Supervisors, stakeholder involvement, and innovative use of the MSR process. The education of island residents about improved delivery of local services, improved public safety provisions, and improved representation through city councils will increase the opportunity for a favorable annexation. When LAFCO is successful, the county can focus on regional, not local, services to county residents. Page 1 of 13 Orange County Grand Jury 2004-2005 2. Introduction and Purpose The grand jury chose to study LAFCO to determine if the stakeholders (county, cities, LAFCO, special districts) are effectively working toward the annexation of the unincorporated islands and the development of MSRs and SOIs, as set forth by the legislature and commission.
    [Show full text]
  • Orange County Local Agency Formation Commission (Lafco): It’S Time to Redraw the Lines
    ORANGE COUNTY LOCAL AGENCY FORMATION COMMISSION (LAFCO): IT’S TIME TO REDRAW THE LINES GRAND JURY 2014-2015 Orange County Local Agency Formation Commission (LAFCO): It’s Time to Redraw the Line TABLE OF CONTENTS EXECUTIVE SUMMARY ................................................................................................ 3 BACKGROUND .............................................................................................................. 3 What a LAFCO Is ........................................................................................................ 3 How LAFCOs Were Created ................................................................................... 4 The Purpose of LAFCO .......................................................................................... 4 What LAFCOs Do .................................................................................................... 4 Special Districts ......................................................................................................... 6 Annexations ............................................................................................................... 8 REASON FOR THE STUDY ......................................................................................... 12 METHODOLOGY .......................................................................................................... 13 INVESTIGATION AND ANALYSIS ............................................................................... 13 Consolidations of Special Districts .......................................................................
    [Show full text]