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HomeMy WebLinkAboutMINUTES - 10181988 - IO.4 TO- ` BOARD OF SUPERVISORS I .O. 4 y a FWW: INTERNAL OPERATIONS COMMITTEE Cz tra October 10, 1988 Costa�J'v`�" "J DATE; Proposed Response to the Final Report SUBJECT; of the 1987-88 Grand Jury SPECIFIC REQUEST(S) OR RECOMMENDATION(S) & BACKGROUND AND JUSTIFICATION RECOMMENDATIONS: 1 . Direct the County Administrator to amend the proposed draft response to the Final Report of the 1987-88 Grand Jury as is indicated below and return the revised draft response to the Board of Supervisors on November 1, 1988 at 11:00 A.M. for the purpose of conducting hearings on the proposed response, revising it as the Board sees fit, and then adopting the Board' s response to the Final Report of the 1987-88 Grand Jury. 2 . Open the hearing on the Board' s proposed response to the Final Report of the 1987-88 Grand Jury and then continue the hearing to November 1, 1988 at 11: 00 A.M. for the purpose of receiving testimony on the proposed response to the Final Report of the 1987-88 Grand Jury. 3 . Remove this item as a referral to our Committee. BACKGROUND: On August 2, 1988, the Board of Supervisors referred to our Committee the Final Report of the 1987-88 Grand Jury and directed the County Administrator to prepare a proposed response to the Final Report of the 1987-88 Grand Jury and forward it to our Committee for discussion with the Grand Jury and subsequent review by the full Board. On October 10, 1988, our Committee met with members of the 1987-88 and 1988-89 Grand Juries and reviewed the proposed response to the Final Report of the 1987-88 Grand Jury as prepared by the County Administrator. We had a very thorough and candid discussion of the proposed response with the staff from the County Administrator' s Office and members of the Grand. Jury. Also present were James Olsson, County Clerk-Recorder and James McTigue, Chief Deputy District Attorney. CONTINUED ON ATTACHMENT: X YES SIGNATURE: RECOMMEND TION OF COUNTY ADMINISTRATOR X_ RECOMMENDATION OF BOARD COMMITTEE X APPROVE OTHER W Ire s SIGNATURE SI: Sunne W. McPeak p p Tom Torlakson ACTION OF BOARD ON October 18, 1988 APPROVED AS RECOMMENDED x and OTHER X Also, REQUESTED County Administrator to forward volunteers' names (Recommended Changes #9) to the Volunteer Bureau and AUTHORIZED thank you letter signed by the Chair to be sent to said individuals. VOTE OF SUPERVISORS 1 HEREBY CERTIFY THAT THIS IS A TRUE X UNANIMOUS (ABSENT I, II AND CORRECT COPY OF AN ACTION TAKEN AYES; NOES: AND ENTERED ON THE MINUTES OF THE BOARD ABSENT: ABSTAIN: OF SUPERVISORS ON THE DATE SHOWN. cc: Listed on Page 4 ATTESTED (1,����..,J /wait /9 88 PHIL BATCHELOR, CLERK OF THE BOARD OF SUPERVISORS AND COUNTY ADMINISTRATOR BY ,DEPUTY M 382/7-83 � 1 c i Page 2 Based on our discussions, we are requesting that the proposed response be revised in the following areas and be returned to the Board of Supervisors on November 1, 1988 at 11:00 A.M. as the report of the Internal Operations Committee on this subject. We have recommended the date of November 1, 1988 at the request of the foreperson of the 1987-88 Grand Jury since she will not be able to attend the Board meetings on either October 18 or October 25. The following page references refer to the proposed response of the -County Administrator which is attached to this report. Where no references are made to proposed responses, our Committee concurs . with the proposed response prepared by the County Administrator: RECOMMENDED CHANGES: 1. Page 1 - Recommendation #1: The response should provide direction to the Retirement Administrator to insure that accruals and adjustments are made in a timely manner. The response should also include a timetable each year by which all such accruals and adjustments will be completed. 2. Page 1 - Recommendation #2: The response should include a realistic target date by which the County and the Redevelopment Agency will complete the contracting and financial agreements between them relating to the Pleasant Hill-BART Project. 3 . Page 5 - Recommendations dealing with the future of the "old" County jail and the closure of Pine Street to create a County Civic Center Area. Our Committee is concerned that designation of the "old" jail as a historic site may no longer be a viable alternative to destruction of the building since the Contra Costa County Historical Society is apparently unable to finance the completion of the designation of the building as an historical site and the necessary restoration that would be required to make that designation realistic. We would like to see the response speak to the possibility of reconsidering this designation. In addition, we agree with the Grand Jury that the Master Plan for the County Civic Center needs to be updated. We also believe that additional coordination needs to take place between the County and the City of Martinez to accomplish this updating. We would ask that the response include a suggestion that the County Administrator' s Office, the Community Development Department, and other appropriate County departments propose to the Board of Supervisors a mechanism by which this increased coordination might occur. One suggestion we would advance is for the County and the City of Martinez to jointly agree to the formation of a County Civic Center Task Force chaired by Supervisor Nancy Fanden to study previous plans for the Civic Center area, update them, and return recommendations and cost projections to their respective bodies for further consideration. 4. Page 6 - Recommendations dealing with the Maintenance of County Facilities. Our Committee agrees that a failure to have an effective preventive maintenance program would be shortsighted. We do not agree that the County is this shortsighted. We would ask that the County Administrator review the major capital expenditure items and major repairs which have been undertaken over the past five years to determine any instances in which preventive maintenance would have prevented the need for the repair, or would � y ` Page 3 4 . (continued) have substantially reduced the cost of the project. We would further ask that this report be forwarded by the County Administrator to the Finance Committee and the Grand Jury for their review and discussion as to any policy changes which may be indicated by the review. 5. Page 7 - Recommendations Addressing Veterans ' Buildings. Our Committee agrees with the County Administrator and the Grand Jury that the County may not have total discretion to do with Veterans ' Buildings as we might wish. This does not, however, prevent the Board of Supervisors from initiating discussions on a voluntary .basis to determine the best use of all of the Veterans ' Buildings in the County. For this purpose, we would recommend that the Veterans Service Officer_ include within his work plan for the calendar year 1989 heading up a Task Force on the Future Use of Veterans ' Buildings in Contra Costa County. This Task Force should include County staff, staff from the cities in which Veterans' Buildings are located, representatives of veterans organizations, and members of past Grand Juries who have expressed an interest in this subject and are willing to serve. 6. Page 8 - The County Clerk' s Department. The responses should be updated to reflect the positive changes which have taken place recently, including the addition of space for the County Clerk from the freeing up of the Jury Assembly Room and other space, changes which have been made in the use of other departments for delivering documents and that no employee of the County Clerk' s Office must any longer make a special trip to deliver documents unless they are otherwise making the trip for other reasons, assuming that the County Administrator agrees that such changes have been made. Also, the response should reflect the fact that due to retirements, and other personnel changes, delegation of management responsibility has improved if, in fact, the County Administrator agrees that such changes have taken place. 7. Page 9 - The Department of Social Services and the Homeless. The response should be expanded to suggest that the Social Worker responsible for the after-hours emergency telephone line be asked to make a presentation to the CHART group and that consideration be given to the wisdom of including this Social Worker as a regular member of CHART. 8. Page 11 - Contra Costa County' s Alcohol/Drug Abuse/Mental Health Programs. The response to Recommendation #1 should be expanded to include reference to the fact that the Board of Supervisors has directed that planning take place for a multi-jurisdictional Drug Summit in 1989 to include all of those agencies which are -attempting to address the problems of drug abuse in our society. This Summit will attempt to address the causes, treatment for and solutions to the drug problem, both from a human services and law enforcement perspective. 9. Page 12 - Contract Monitoring of Alcohol, Drug Abuse, and Mental Health Programs. We have received overwhelming and sincere offers of support from members of the 1987-88 Grand Jury who would like to head up an effort to recruit more volunteers for County programs. In particular, we would note the willingness of Dan Robertson and Ted Green to not only volunteer their time, but to assist the County by r � Page 4 9. (continued) recruiting other volunteers. We would request that the response to this area include a most sincere invitation from the Board of Supervisors to Mr. Robertson and Mr. Green to head up a volunteer effort designed to recruit more volunteers for County programs. 10. In an appropriate place with the response to the law and justice issues, we would like to see included reference to the fact that the County has supported legislation for a Home Detention Pilot Program, which has recently been signed into law by the Governor. This program is one of the few remaining vehicles by which the Sheriff and the County Probation Officer can reduce the overcrowding in the County jails and the Juvenile Hall. We look forward to the possibility that this program can be implemented in Contra Costa County. We would like to express our appreciation to the 1987-88 Grand Jury for the thorough and professional way in which they approached their duties. Seldom have we had the opportunity to work with such a dedicated, objective, hard-working and thoroughly professional group of citizens as we did with the membrs of the 1987-88 Grand Jury. Their Final Report reflects each of those qualities and yet is objective and reflects the very best interests of the citizens of this County whom the members of the Grand Jury represent. cc: County Administrator Foreperson, 1987-88 Grand Jury Grand Jury Secretary County Clerk-Recorder District ,Attorney Sheriff-Coroner County Counsel Social Services Director Health Services Director Mental Health Director Veterans Service Officer Director of Community Development Director of General Services OFFICE OF COUNTY ADMINISTRATOR CONTRA COSTA COUNTY Administration Building Martinez, California Internal Operations Committee ( Supervisors Date: To: McPeak and Torlakson) October 6, 1988 Phil Batchelor, Proposed Response to From: County Administrat Subject: 1987-88 Grand Jury by Scott Tandy Report The attached proposed response to the 1987-88 Grand Jury Report is submitted for consideration of your Committee at 10 : 15 a.m. on Monday, October 10 , 1988 . This item will be calendared for the Board of Supervisors on either October 18 or October 24 as a result of your discussion with the Grand Jury. ADL: sr attachment cc : Chris Adams, Foreperson 1987-88 Grand Jury Philip E. Sitzman, Foreperson 1988-89 Grand Jury "REVIEW OF THE COUNTY FINANCIAL AUDITS FOR FISCAL YEAR 1986-87" (Page 13) RECOMMENDATION #1 Employee Retirement System: a. ERS bank and 'investment accounts be reconciled immediately upon receipt of statements. b. The ERS and Auditor-Controller develop a checklist for accruals and adjustments needed to facilitate preparation of the County' s CAFR. c. The ERS reconcile investment accounts to its general ledger on a periodic and timely basis. d. The ERS general ledger accounts be reconciled to the County records on a periodic and timely basis. RESPONSE A checklist of accruals and adjustments has been compiled, and the necessary entries for fiscal year 1987-88 have been made. The reconciliations called for in the recommendation are being worked on, and Retirement staff feels they are under control. RECOMMENDATION #2 Contra Costa Redevelopment Agency a,. The RA and County formalize in writing the contracting and financial agreements between them as related to the Pleasant Hill BART Project. b. . The RA improve its documentation related to sales of real estate and retain either originals or copies . RESPONSE We agree that documentation of financial arrangements with the County need to be formalized and this process is underway. Files of real estate transactions are maintained in the Real Property Division of Public Works. RECOMMENDATION #3 Financial Assistance Programs: a. Total cost of all federal and state financial assistance programs be included in the County' s CAFR. -1- f. b. The County' s CAFR indicate separately the monies passed through departments or to agencies and that retained for administrative expenses . RESPONSE There was insufficient lead time to include these program recommendations in the FY 1988-89 County budget. The recommendations will be reviewed with the department' s administering the programs as part of next year ' s budget process. RECOMMENDATION #4 Workers ' Compensation Trust: a. The County develop and implement a system to investigate all outstanding checks which are older than six months and keep bank reconciliations and cash accounts updated. b. The compensation checks be imprinted with "void After 60 Days" or similar date control. RESPONSE This recommendation has been implemented. RECOMMENDATION #5 EDP Department: a. A development of disaster recovery plan including assignments for personnel, off-site storage of files, an alternate EDP processing facility, and a backup power source for the existing computer. The disaster recovery plan should be developed immediately and tested annually. RESPONSE A disaster contingency task force has been created which meets regularly to develop the recommended plan. RECOMMENDATION #6 Single Audit The Family Support Division of the District Attorney' s Office consider updating the child support manual to align it with its current financial structure. RESPONSE The District Attorney has submitted a request to the State of California for authorization to install a new computerized management -2- ti .information and accounting system to replace the existing system. Operating manuals will be written for all phases of the new system. RECOMMENDATION #7 The Community Development Department ensure that quarterly reports are received from the subrecipients on a timely basis so that monitoring procedures may be performed. Documentation should be retained in the subrecipient files . RESPONSE The Community Development Department is closely monitoring the submission, of quarterly reports by subrecipients. Staff has been assigned to follow-up with subrecipients not submitting reports as required. All contact with the subrecipients is documented in writing. RECOMMENDATION #8 Program income be itemized on the demand forms submitted by the subrecipients to the Community Development Department. The department should then review demand forms to ensure that program income is reported, if applicable. Demand forms should be retained, and the total program income indicated on the demand forms checked to agree with the amount of program income reported in the Grantee Performance Reports . RESPONSE The Community Development Department has developed a new form for the reporting of program income. Each subrecipient which receives program income is now using this form. The reported income' is reconciled with the Grantee Performance Reports. RECOMMENDATION #9 The County consider contacting the Department of Housing and Urban Development to . determine whether they can include the County-wide allocation plan in their indirect cost proposal. Inclusion of such costs may result in an increased reimbursement for allowable costs. RESPONSE The Community Development Department will include the costs identified in the- County-wide cost allocation plan when developing administrative overhead rates. In addition, staff will contact the Department of Housing and Urban Development to determine whether the administrative costs claimed in prior years can be retroactively adjusted to include these additional costs . -3- RECOMMENDATION #10 The County determine whether monthly reimbursement requests of the Private Industry Council for program costs be requested on a more frequent basis under the Job Training Program. Alternately, the Count- should determine whether the forecast method r requesting funds is available under this Program, as opposed to the present cost reimbursement method. Implementation of either of these methods would result in improved cash flow for the County. RESPONSE As recommended, the Private Industry Council has increased the frequency of its drawdown requests. This has improved the cash flow for the program. RECOMMENDATION #11 The County perform a review of its EDP system capabilities and determine whether these systems can be enhanced to provide this additional information for its federal financial assistance programs. Departments receiving federal financial assistance should be instructed to monitor and compile this additional disclosure information so, that the information may be incorporated in subsequent years ' reports . RESPONSE The format of the Schedule of Federal Financial Assistance meets all of the Single Audit Act requirements . The County has not been advised by its cognizant agency to report additional data. Generally, the additional data elements referenced in the recommendation are available within the County departments administering the programs . RECOMMENDATION #12 All County employees be advised annually of their responsibilities under the Hatch Act. RESPONSE Responsibilities under the Hatch Act are reviewed with all employees attending the , County' s New Employee Orientation. Reference information is available to all employees through Administrative Bulletin #305 . 1 Subject: "Political Activities" . RECOMMENDATION #13 PMM&Cobe awarded the 1987-1990 contract for the fiscal and single audit of Contra Costa County in accordance with their proposal of March 17 , 1988 . RESPONSE This recommendation has been implemented. -4- RECOMMENDATION #14 The audit contracts be reviewed annually to guarantee a continued high level of efficiency. RESPONSE The County Auditor-Controller agrees with this recommendation. "TETE OLD COUNTY JAIL" (Page 25) RECOMMENDATION #1 The Old Jail be torn down by the end of fiscal year 1988-89 . RESPONSE We agree that the portion of the old jail built in 1944 should be demolished. However, we see no possibility that funds will be available during the current year. An application has been submitted to place the 1904 building on the National Register of Historic sites. RECOMMENDATION #2 The site be made into a small parking area, landscaped open space, or some other low-cost use , until long-range planning can determine the best use for this property. RESPONSE These recommendations can be considered when plans are made to clear the site. RECOMMENDATION #3 The County and the City of Martinez start immediately working together to develop a master plan ,for the future of the entire downtown area. RESPONSE The master plan for the Civic Center calls for open space with . reflecting pools an er seemed to be a high priority project in times of difficu finding. RECOMMENDATION #4 Serious thought be given to developing plans for construction of an office building. A lease-purchase building agreement should be considered to conserve county capital funds. RESPONSE The small size of the property allows only a very small footprint of a building and probably would be✓uneconomical project. -5- RECOMMENDATION #5 A study be made of closing the one-block area of Pine Street between the County Administration Building and the Old ,jail to see if it could be advantageously used for a larger building on the Old Jail site and for a landscaped courtyard to provide attractive open space. RESPONSE The response `(? this recommendation is incorporated in the response to Recommendatioi,,. #3 . "MAINTENANCE OF COUNTY FACILITIES" (Page 33) RECOMMENDATION #1 The Board of Supervisors recognize that allowing small problems to turn into large emergency repairs is not cost-effective. RESPONSE We are fully cognizant that allowing small problems to turn into major emergencies is not cost effective . RECOMMENDATION #2 The most cost-effective maintenance program be adopted, even if an apparent and temporary increase in maintenance costs results . RESPONSE A cost-effective maintenance program has been adopted, and we are very concerned about allocating money to the most. critical maintenance needs of the County. RECOMMENDATION #3 The Board of Supervisors encourage Department Heads to insist on adequate maintenance of the facilities they occupy. RESPONSE The overall responsibility for both the maintenanceand the means for funding that maintenance rests with the General Services Department. Department Heads are not the least reluctant to bring maintenance problems to the attention of the General Services Department which responds to departments ' requests for higher level maintenance to the extent that funds are available. Departments can use their discretionary funds for additional maintenance if they wish. -6- "VETERANS MEMORIAL BUILDINGS" (Page 39) RECOMMENDATION #1 The General Services Department become more than a tru.tee of the veterans ' buildings. It should develop written mission; policy, and goals statements, including what the County sees as the ultima..e fate of the buildings and properties. RESPONSE Military an--" Code Section 1262 specifics the County' s authority in providing County buildings for use of benefit of Veterans ' Associations . The authority is essentially limited to providing .sites, buildings , memorial hall, meeting places, memorial parks or recreation centers and for their repair or maintenance. RECOMMENDATION #2 The General Services Department develop a five-year cost-effective maintenance plan and budget money for it, starting in the fiscal year 1988-89 . RESPONSE Prioritized lists are developed with estimates of work to be accomplished on the various memorial halls. The amount of money allocated in the budget process dictates the amount of work that will be accomplished in a given year. RECOMMENDATION #3. The General Services Department meet quarterly with the veterans ' associations to encourage accountability, stay abreast of the veterans ' needs , guide them in their planning, help them in attracting leases, assess maintenance problems, and review other items of common interest. RESPONSE As noted in the response to Recommendation #1 , the County' s authority is limited. RECOMMENDATION #4 The veterans ' associations review their own mission, policy, and goal statements, on a county-wide basis, to help the General Services Department in their obligations to the veterans and the taxpayer. RESPONSE This recommendation is directed to the Veterans ' Associations . -7- RECOMMENDATION #5 The General Services Department and the veterans jointly develop a plan for the buildings and properties which will better meet the contemporary needs of the veterans , County., and various communities . RESPONSE General Services will be happy to work with the groups in any new endeavors to enhance the use of the buildings and property. RECOMMENDATION #6 The County and the veterans reexamine the potential for selling the existing properties, pooling the proceeds and constructing a contemporary building( s) suited to today' s business and social needs . RESPONSE Past efforts to combine veterans ' groups and assets have not been met with enthusiasm from the veterans. Any renewed efforts will receive our support. "COUNTY OWNED BUILDINGS IN RICHMOND" (Page 47) There were no recommendations in this report. "THE COUNTY CLERK'S DEPARTMENT" (Page 51) RECOMMENDATION #1 A joint study of court filing tasks , work loads , and work methods be undertaken immediately by the Clerk' s Department and the County Administrator. Written mission and goal statements should be made, modern job procedures formulated and implemented, space needs identified and provided, information systems created, and other needs identified. Outside consultants should be considered to assist in this task. The recommendations of this study should be speedily implemented by the Clerk-Recorder. RESPONSE A joint study was conducted in 1980 and the Clerk-Recorder has been implementing recommendations as opportunities and resources allow. The Clerk-Recorder was instrumental in providing for needed automation support through allocation of specific fees dedicated to this purpose. RECOMMENDATION #2 The Clerk-Recorder actively seek opportunities to use services available through other departments and to provide services to others where possible. Examples would be use of mail pickup and delivery by General Services and shared use of microfilm equipment by other departments. -8- RESPONSE The Clerk-Recorder utilizes the inter-office mail and printing services of the General Services Department. The Court Administrator ' s Office calendars certain matters. The Clerk-Recorder provides microfilming services to the Clerk of the Board. RECOMMENDATION #3 The Clerk-Reco -der establish responsibilities and authority for each supervisory group, to be implemented by delegating both responsibility and authority to lower levels. RESPONSE The Clerk-Recorder feels responsibilities and authority delegation is adequate. In accordance with Penal Code Section 933, the Clerk-Recorder' s comments are attached as Attachment A. "THE DEPARTMENT OF SOCIAL SERVICES AND THE HOMELESS" (Page 63) RECOMMENDATION #1 The following measures be taken to improve coordination of services to the homeless through an improved system of information management. a. Step One: The Department of Social Service provide its intake and social workers with frequently updated listings or available public and private resources which can assist the homeless and the general guidelines for each. The purpose of such a reference source would be to increase the efficiency and accuracy of DSS workers in providing emergency assistance to those in need of shelter . b. Step Two: The Board of Supervisors assign a department, or contract with an agency, to develop and maintain a listing of all public and private resources available to provide assistance to the homeless. This department or agency should be responsible for assembling, interpreting, indexing, updating, and distributing the processed information to all service providers, including DSS workers . Should it ,be determined that the best agency to perform this role would be a private, nonprofit organization, it should be funded, at least in part, by public funds at a level which would provide. staffing sufficient for its function. The purpose of such a program would be to better coordinate the efforts of all providers of services to the homeless. C. Step Three: The Department of Social Service assign a high priority and act promptly to computerize program information. -9- RESPONSE The Social Services Department matched private donations to provide a computer and SHELTER INC. , a non-profit community age:ncv , to assist the homeless . This is used to link County agencies , non-profit service providers , and others to HANDSNET, a State-wid- Information Program and to each other. The up-to-date information is then shared among agencies and staff . We feel this is responsive to the Grand Jury. RECOMMENDATION #2 The County seek to contract with more private: shelter providers to open and operate, as needed, emergency shelters in the eastern, western, and central portions of the County. The independent organizations should staff and manage the shelters , and the County should provide the building and funding for security, maintenance, and operation. RESPONSE Shelters have recently been opened in West County and East County. The County has designated a non-profit corporation to establish with County funding a facility in Central County. RECOMMENDATION #3_ The Department of Social Service make strong efforts to simplify, clarify, and streamline the application process, wherever possible, and be aggressive in offering assistance in filling out forms. As a matter of course, receptionists should advise applicants that if they have any questions about the applications they should bring them to their appointed eligibility worker who will assist them. RESPONSE The Department has begun efforts to evaluate and simplify the application process . The General Assistance Redesign Task Force is working to clarify and streamline the process for General Assistance applicants whose applications will be processed by specialized Eligibility Workers. The application forms have been revised and simplified. Applicants will be advised by Reception that they are to complete the forms as best they can, and that they will receive assistance and clarification from their Eligibility Worker in an orientation meeting as well as in the Intake interview. The Department contracts with translators and also has bilingual staff to assist non-English speaking applicants. The time between application and granting will be reduced due to this streamline process. -10- An Intake Redesign Task Force has been convened to evaluate and simplify the Intake process for aid programs other than General Assistance. While the Department is not at liberty to charge State forms, most of those used in the Intake process, the Task Force will be --^:viewing and assessing all County Forms. RECOMMENDATION 04 The Department of Social Service develop guidelines for the granting of County Emergency Assistance to allow for a narrower range of discretionary ,decisions by eligibility workers. RESPONSE The Social Services Department drafted proposed regulation revisions for the County Emergency Assistance program, which are being reviewed. "CONTRA COSTA COUNTY'S ALCOHOL/DRUG ABUSE/MENTAL HEALTH PROGRAMS" (Page 93) ,, RECOMMENDATION #1 . The Board of Supervisors take a strong leadership position in: a. Conveying to the appropriate federal and state bodies the need for additional funding for programs in the fields of alcohol, drug abuse , and mental health. b. Encouraging the participation of local governments, school districts, businesses , and community organizations to invest in substance abuse programs on a matching basis. RESPONSE We have provided strong leadership in pulling together a broad network of public and private agencies to address the drug and alcohol problems in Contra Costa County. The Contra Costa County Health Promotion Policy: Focus on Alcohol/Drug Abuse and Violence Prevention, was adopted by the Board of Supervisors and many cities and school districts throughout the County. The Task Force to Support Prevention of Alcohol/Drug Abuse and Violence Among Youth is the group responsible for the development of this policy. The efforts of this bipartisan task force eventually led to the creation of the Challenge Grants which have funded many new and innovative programs to address these issues. We have also initiated steps to hold a tri-county drug abuse conference to review the trends in drug abuse as well as potential strategies for prevention intervention and treatment of drug dependency. We have also taken important steps to generate more revenue for drug and alcohol abuse programs by advocating increasing alcoholic beverage excise taxes. -11- Individual Board members have taken a more visible leadership role in order to stress the substantial public policy issues and decisions which need to be made during this crisis . RECOMMENDATION #2 The Alcohol/Drug Abuse/Mental Health Division prepare proposals for substance-abuse programs in the County' s detention facilities . RESPONSE The Alcohol Program is currently negotiating with the Probation Department to provide alcohol counseling staff to the juvenile facilities . In addition, Mental Health provides two full-time Mental Health Treatment Specialists to the juvenile facilities and a consulting psychiatrist six hours a week. The Director of the Youth Interagency Assessment and Consultation Team (Y. I .A.C.T. ) is also available on a case by case basis at the juvenile facilities and also provides consultation to the Probation Department ' s runaway children shelter, Sherman House. We are hopeful the additional federal funds for incarcerated youth will allow for the development of more services within the criminal justice system. RECOMMENDATION #3 The Board of Supervisors assign the highest possible priority to budgetary support of substance abuse treatment programs at County detention facilities for both adults and juveniles. RESPONSE Last year, funding was allocated to hire a Mental Health Treatment Specialist for full time assignment at the juvenile facilities . In addition, the Board approved the allocation of War on Drugs monies to purchase eight residential beds to help provide a specialized group placement for adolescents incarcerated at County juvenile facilities who are polysubstance abusers. We agree that additional funding is needed to provide for the development of increased services within the Criminal Justice System. RECOMMENDATION #4 The Alcohol/Drug Abuse/Mental Health Division conduct a thorough review of their contract programs in an effort to get the greatest benefit from the limited funds available. RESPONSE A/DA/MH Division personnel have been working with our Internal Operations Committee to refine our contract monitoring policy to assure the greatest benefit from our contract funds. This contract -12- monitoring policy has been shared with other counties. by the State Department of Mental Health as a model to assure contract compliance. The Drug Program Office is continuing to develop standards whereby reimbursement rates will be more equitable among the various providers. Part of this standardization process will allow for automating information with regular printouts. RECOMMENDATION #5 The alcohol and drug abuse programs continue their close and cooperative relationship. RESPONSE The Alcohol and Drug Programs will continue their close, cooperative relationship and will include Mental Health. That that end, a consultant was hired to develop a memorandum of understanding to assure clear roles and responsibilities and to help write grants that will be of mutual benefit to these programs. RECOMMENDATION #6 The County immediately complete negotiations to acquire two additional private beds for juvenile acute care psychiatric patients. RESPONSE Contra Costa County has entered into an agreement with Walnut Creek Hospital to acquire additional psychiatric beds for latency age and adolescent severely emotionally disturbed children. The Health Services Department is also negotiating with Herrick Hospital, East Bay Hospital and First Hospital Vallejo to create additional capacity in addition to Walnut Creek Hospital. RECOMMENDATION #7 The Alcohol/Drug Abuse/Mental Health Division explore the possibility of acquiring a computerized information management system for the mental health program. RESPONSE The Health Services Department, following a competitive RFP process, will soon be contracting with the PSP Information Group to implement a state=of-the-art management information system that will include- Mental Health, Alcohol and Drug Programs. "LOS MEDANOS HOSPITAL DISTRICT" (Page 103) RECOMMENDATION #1 No recommendations were included. -13- "MT. DIABLO HOSPITAL DISTRICT TRAVEL EXPENSE ACCOUNTING"' (Page 105) RECOMMENDATION #1 Members of the Mt. Diablo Hospital District. Board of Directors follow existing policies and procedures for the accounting and payment of their travel expenses . RESPONSE The District Eoard of Directors should respond to this recommendation. RECOMMENDATION #2 The advice of the Mt. Diablo Hospital district auditors be sought in establishing and implementing procedures which will ensure that travel expenses of the Board of Directors not be paid without proper authorization and supporting documentation. RESPONSE The District Board of Directors should respond to this recommendation. "TRAVEL EXPENSES OF HOSPITAL DISTRICTS" (Page 111) RECOMMENDATION #1 Payment of travel expenses for spouses or companions of hospital district board members be recognized as an unlawful gift of public funds . RESPONSE The Districts ' Governing Board should respond to this recommendation. RECOMMENDATION #2 All hospital districts within Contra Costa County examine their bylaws and policies to ensure they do not pay for travel expenses for spouses or companions. RESPONSE The Districts ' governing boards should respond to this recommendation. "THE ESCAPE FROM THE MARTINEZ DETENTION FACILITY ON JULY 23, 1987" (Page 115) RECOMMENDATION #1 Deputy Operations Officers and Sergeants visit each module at least once a week. "D" Module should be given highest priority for these visits. Ample supervision must be provided to line personnel. -14- "VETERANS MEMORIAL BUILDINGS" (Page 39) RECOMMENDATION #1 The General Services Department become more than a truFtee of the veterans ' buildings. It should develop written mission; policy, and goals statements , including what the County sees as the ultimate fate of the buildings and properties . RESPONSE Military an- Veterans Code Section 1262 specifics the County' s authority in providing County buildings for use of benefit of Veterans ' Associations . The authority is essentially limited to providing sites, buildings, memorial hall, meeting places, memorial parks or recreation centers and for their repair or maintenance. RECOMMENDATION #2 The General Services Department develop a five-year cost-effective maintenance plan and budget money for it, starting in the fiscal year 1988-89 . RESPONSE Prioritized lists are developed with estimates of work to be accomplished on the various memorial halls. The amount of money allocated in the budget process dictates the amount of work that will be accomplished in a given year. RECOMMENDATION #3 The General Services Department meet quarterly with the veterans ' associations to encourage accountability, stay abreast of the veterans ' needs , guide them in their planning, help them in attracting leases , assess maintenance problems, and review other items of common interest. RESPONSE As noted in the response to Recommendation #1, the County' s authority is limited. RECOMMENDATION #4 The veterans ' associations review their own mission, policy, and goal statements, on a county-wide basis, to help the General Services Department in their obligations to the veterans and the taxpayer. RESPONSE This recommendation is directed to the Veterans ' Associations . -7- RECOMMENDATION #5 The General Services Department and the veterans jointly develop a plan for the buildings and properties which will better meet the contemporary needs of the veterans , County, and various communities . RESPONSE General Services will be happy to work with the groups in any new endeavors to enhance the use of the buildings and property. RECOMMENDATION #6 The County and the veterans reexamine the potential for selling the existing properties, pooling the proceeds and constructing a contemporary building( s) suited to today' s business and social needs . RESPONSE Past efforts to combine veterans ' groups and assets have not been met with enthusiasm from the veterans . Any renewed efforts will receive our support. . "COUNTY OWNED BUILDINGS IN RICHMOND" (Page 47) There were no recommendations in this report. "THE COUNTY CLERK'S DEPARTMENT" (Page 51) RECOMMENDATION #1 A joint study of court filing tasks, work loads, and work methods be undertaken immediately by the Clerk' s Department and the ' County Administrator. Written mission and goal statements should be made, modern job procedures formulated and implemented, space needs identified and provided, information systems created, and other needs identified. Outside consultants should be considered to assist in this task. The recommendations of this study should be speedily implemented by the Clerk-Recorder. RESPONSE A joint study was conducted in 1980 and the Clerk-Recorder has been implementing recommendations as opportunities and resources allow. The Clerk-Recorder was instrumental in providing for needed automation support through allocation of specific fees dedicated to this purpose. RECOMMENDATION #2 The Clerk-Recorder actively seek opportunities to use services available through other departments and to provide services to others where possible. Examples would be use of mail pickup and delivery by General Services and shared use of microfilm equipment by other departments. -8- RESPONSE The Clerk-Recorder utilizes the inter-office mail and printing services of the General Services Department. The Court Administrator ' s Office calendars certain matters. The Clerk-Recorder provides microfilming services to the Clerk of the Board. RECOMMENDATION #3 The Clerk-Recci-der establish responsibilities and authority for each supervisory group, to be implemented by delegating both responsibility and authority to lower levels . RESPONSE The Clerk-Recorder feels responsibilities and authority delegation is adequate. In accordance with Penal Code Section 933, the Clerk-Recorder' s comments are attached as Attachment A. "THE DEPARTMENT OF SOCIAL SERVICES AND THE HOMELESS" (Page 63) RECOMMENDATION #1 The following measures be taken to improve coordination of services to the homeless through an improved system of information management. a. Step One: The Department of Social Service provide its intake and social workers with frequently updated listings or available public and private resources which can assist the homeless and the general guidelines for each. The purpose of such a reference source would be to increase the efficiency and accuracy of DSS workers in providing emergency assistance to those in need of shelter . b. Step Two: The Board of Supervisors assign a department, or contract with an agency, to develop and maintain a listing of all public and private resources available to provide assistance to the homeless. This department or agency should be responsible for assembling, interpreting, indexing, updating, and distributing the processed information to all service providers, including DSS workers. Should it be determined that the best agency to perform this role would be a private, nonprofit organization, it should be funded, at least in part, by public funds at a level which would provide_ staffing sufficient for its function. The purpose of such a program would be to better coordinate the efforts of all providers of services to the homeless . C. Step Three: The Department of. Social Service assign a high priority and act promptly to computerize program information. -9- RESPONSE The Social Services Department matched private donations to provide a computer and SHELTER INC. , a non-profit community agency, to assist the homeless. This is used to link County agencies , non-profit service providers , and others to HANDSNET, a State-wide• Information Program and to each other. The up-to-date information is then shared among agencies and staff . We feel this is responsive to the Grand Jury. RECOMMENDATION #2 The County seek to contract with more private shelter providers to open and operate, as needed, emergency shelters in the eastern, western, and central portions of the County. The independent organizations should staff and manage the shelters, and the County should provide the building and funding for security, maintenance, and operation. RESPONSE Shelters have recently been opened in West County and East County. The County has designated a non-profit corporation to establish with County funding a facility in Central County. RECOMMENDATION #3 The Department of Social Service make strong efforts to simplify, clarify, and streamline the application process, wherever possible, and be aggressive in offering assistance in filling out forms. As a matter of course, receptionists should advise applicants that if they have any questions about the applications they should bring them to their appointed eligibility worker who will assist them. RESPONSE The Department has begun efforts to evaluate and simplify the application process. The General . Assistance Redesign Task Force is working to clarify and streamline the process for General Assistance applicants whose applications will be processed by specialized Eligibility Workers. The application forms have been revised and simplified. Applicants will be advised by Reception that they are to complete the forms as best they can, and that they will receive assistance and clarification from their Eligibility Worker in an orientation meeting as well as in the Intake interview. The Department contracts with translators and also has bilingual staff to assist non-English speaking applicants. The time between application and granting will be reduced due to this streamline process . -10- An Intake Redesign Task Force has been convened to evaluate and simplify the Intake process for aid programs other than General Assistance. While the Department is not at liberty to charge State forms , most of those used in the Intake process , the Task Force will be _:viewing and assessing all County Forms . RECOMMENDATION #4 The Department of Social Service develop guidelines for the granting of County Emergency Assistance to allow for a narrower range of discretionary decisions by eligibility workers. RESPONSE The Social Services Department drafted proposed regulation revisions for the County Emergency Assistance program, which are being reviewed. "CONTRA COSTA COUNTY'S ALCOHOL/DRUG ABUSE/MENTAL HEALTH PROGRAMS" (Page 93) RECOMMENDATION #1 The Board of Supervisors take a strong leadership position in: a. Conveying to the appropriate federal and state bodies the need for additional funding for programs in the fields of alcohol, drug abuse, and mental health. b. Encouraging the participation of local governments, school districts , businesses , and community organizations to invest in substance abuse programs on a matching basis. RESPONSE We have provided strong leadership in pulling together a broad network of public and private agencies to address the drug and alcohol problems in Contra Costa County. The Contra Costa County Health Promotion Policy: Focus on Alcohol/Drug Abuse and Violence Prevention, was adopted by the Board of Supervisors and many cities and school districts throughout the County. The Task Force to Support Prevention of Alcohol/Drug Abuse and Violence Among Youth is the group -responsible for the development of this policy. The efforts of this bipartisan task force eventually led to the creation of the Challenge Grants which have funded many new and innovative programs to address these issues. We have also initiated steps to hold a tri-county drug abuse conference to review the trends in drug abuse as well as potential strategies for prevention intervention and treatment of drug dependency. We have also taken important steps to generate more revenue for drug and alcohol abuse programs by advocating increasing alcoholic beverage excise taxes. -11- Individual Board members have taken a more visible leadership role in order to stress the substantial public policy issues and decisions which need to be made during this crisis. RECOMMENDATION #2 The Alcohol/Drug Abuse/Mental Health Division prepare proposals for substance-abuse programs in the County' s detention facilities. RESPONSE The Alcohol Program is currently negotiating with the Probation Department to provide alcohol counseling staff to the juvenile facilities . In addition, Mental Health provides two full-time Mental Health Treatment Specialists to the juvenile facilities and a consulting psychiatrist six hours a week. The Director of the Youth Interagency Assessment and Consultation Team (Y. I .A.C.T. ) is also available on a case by case basis at the juvenile facilities and also provides consultation to the Probation Department' s runaway children shelter , Sherman House. We are hopeful the additional federal funds for incarcerated youth will allow for the development of more services within the criminal justice system. RECOMMENDATION #3 The Board of Supervisors assign the highest possible priority to budgetary support of substance abuse treatment programs at County detention facilities for both adults and juveniles. RESPONSE Last year, funding was allocated to hire a Mental Health Treatment Specialist for full time assignment at the juvenile facilities . In addition, the Board approved the allocation of War on Drugs monies to purchase eight residential beds to help provide a specialized group placement for adolescents incarcerated at County juvenile facilities who are polysubstance abusers. We agree that additional funding is needed to provide for the development of increased services within the Criminal Justice System. RECOMMENDATION #4 The Alcohol/Drug Abuse/Mental Health Division conduct a thorough review of their contract programs in an effort to get the greatest benefit from the limited funds available. RESPONSE A/DA/MH Division personnel have been working with our Internal Operations Committee to refine our contract monitoring policy to assure the greatest benefit from our contract funds. This contract -12- monitoring policy has been shared with other counties by the Sate Department of Mental Health as a model to assure contract compliance. The Drug Program Office is continuing to develop standards :,rherebv reimbursement rates will be more equitable among -he various providers. Part of this standardization process will_ all,--;,.i for automating information with regular printouts. RECOMMENDATION #5 The alcohol and drug abuse programs continue their close and cooperative relationship. RESPONSE The Alcohol and Drug Programs will continue their close, cool%-�:—`.ive relationship and will include Mental Health. That that e,a,, ., a consultant was hired to develop a memorandum of understand:: _? to assure clear roles and responsibilities and to help write grants that will be of mutual benefit to these programs. :RECOMMENDATION #6 The County immediately complete negotiations to acquire two additional private beds for juvenile acute care psychiatric patients. RESPONSE Contra Costa County has entered into an agreement with Walnut Creek Hospital to acquire additional psychiatric beds for latency age and adolescent severely emotionally disturbed children. The Health Services Department is also negotiating with Herrick Hospital, East Bay Hospital and First Hospital Vallejo to create additional capacity _. in addition to Walnut Creek Hospital. RECOMMENDATION #7 The Alcohol/Drug Abuse/Mental Health Division explore the possibility of acquiring a computerized information management system for the mental health program. RESPONSE The Health Services Department, following a competitive RFP process, will soon be contracting with the PSP Information Group to implement a state-of-the-art management information system that will include Mental Health, Alcohol and Drug Programs. "LOS MEDANOS HOSPITAL DISTRICT" (Page 103) RECOMMENDATION #1 No recommendations were included. -13- "MT. DIABLO HOSPITAL DISTRICT TRAVEL EXPENSE ACCOUNTING" (Page 105) RECOMMENDATION 41 Members of the Mt. Diablo Hospital District. Board of Directors follow existing policies and procedures for the :c=ounting and payment of their travel expenses. RESPONSE The District Eoard of Directors should respond to this recommendation. RECOMMENDATION #2 The advice of the Mt. Diablo Hospital district auditors be sought in establishing and implementing procedures which will ensure that travel expenses of the Board of Directors not be paid without proper authorization and supporting documentation. RESPONSE. The District Board of Directors should respond to this recommendation. "TRAVEL EXPENSES OF HOSPITAL DISTRICTS" (Page 111) RECOMMENDATION #1 Payment of travel expenses for spouses or companions of hospital district board members be recognized as an unlawful gift of public funds . RESPONSE The Districts ' Governing Board should respond to this recommendation. RECOMMENDATION #2 All hospital districts within Contra Costa County examine their bylaws and policies to ensure they do not pay for travel expenses for spouses or companions. RESPONSE The Districts ' governing boards should respond to this recommendation. "THE ESCAPE FROM THE MARTINEZ DETENTION FACILITY ON JULY 23, 1987" (Page 115) RECOMMENDATION #1 Deputy Operations Officers and Sergeants visit each module at least once a week. "D" Module should be given highest priority for these visits . Ample .supervision must be provided to l=ine personnel. -14- RESPONSE The custody sergeants have been instructed to visit D Module at least once each shift, three times each 24-hour period. Module logs indicate that this has been occurring. The Operations Directors (Lieutenants) have been instructed to visit each module, with special emphasis on D Module, several times each week. RECOMMENDATION #2 The Deputy Operations Officer receive permission from the Jail Commander prior to leaving MDF, except at normal shift change. RESPONSE The Operations Directors must receive permission from the Facility Administrator to leave early or miss a shift. RECOMMENDATION #3 At shift change, the Deputy Operations Officer remain in MDF until relieved in person by the oncoming Duty Operations Officer. RESPONSE Operations Directors have been instructed not to leave their posts until property relieved. Should the Operations Director leave early, he/she provides the processing sergeant with all pertinent information. It then becomes the sergeant' s responsibility to pass the information on to the oncoming Operations Director. If the Operations Director misses a shift, he/she designates a sergeant to assume the responsibilities of the Operations Director. RECOMMENDATION #4 A log be established for all jail employees to sign in or out of MDF, except at normal shift change. RESPONSE All sworn staff re accounted for at the briefing at the beginning of each shift. If an officer must leave the facility for any reason (emergency, court, doctor appointment) during a shift, he/she must have the Operations Director ' s approval. -15- . F RECOMMENDATION #5 Probationary deputies not be assignedfloor or control roam status unless paired with a deputy who has a minimum 24 months jail duty. RESPONSE This recommendation is not always practical. Many shifts do not have deputies with 24 months of experience in the facility. The Operations Directors are encouraged to assign deputies to D Module who can best handle the unique responsibilities of D Module. RECOMMENDATION #6 All inmates stand by bunks for shift head counts, except during midnight shift. RESPONSE There are five formal counts each 24-hour period: 0330 , 0530 , 130, 1730 , and 2230 . During formal counts, the facility is locked down. Inmates on the modules return to their rooms. While making the count, the deputy must observe the inmate. During the 0330 count, or at any time the deputies check on sleeping inmates, the deputy will confirm respiration. During the escape on July 23 , 1987 , deputies failed to observe the inmate or confirm respiration. As a result, they were unaware there was an escape. RECOMMENDATION #7 Inmates on "D" Module not be scheduled to have recreation time together on a regular basis. RESPONSE Administratively segregated inmates are allowed out two at a time. There is not enough time to let them out alone and still get them all out for the amount of time required by law. Many segregated inmates cannot be permitted out with any other prisoner or can only be permitted out with a few select prisoners. Our options are very limited and occasionally the same segregated inmates exercise together on a regular basis. Every effort is made not to have a set routine. -16- RECOMMENDATION #8 The floor deputy regularly inspect inmate rooms for contraband when rooms are empty. RESPONSE Policy requires that deputies made random room searches during their shifts. The facility search team has received additional training. The facility search team now does a minimum of five module searches a month. RECOMMENDATION #9 Civilian nonsworn personnel be hired to assist deputies in performing duties within modules, without reduction or sworn staffing. RESPONSE This recommendation is not practical in the light of the County' s financial problems. RECOMMENDATION #10 All laundry be exchanged on a one-for-one basis. The laundry should be counted upon delivery to and retrieval from modules. RESPONSE Policy requires that no clean article will be issued unless a soiled one is turned in. Since the escape from D Module, an additional officer is sent to D Module to assist in conducting a one-for-one exchange. RECOMMENDATION #11 A licensed architect be retained by the County to inspect the MDF roof security screen and make recommendations for modification or replacement of the existing system. RESPONSE County maintenance personnel and Sheriff ' s personnel inspected the D Module security screens and identified several weaknesses. Modifications to the screen have been completed. RECOMMENDATION #12 On-way glass be installed in "D" Module control room, allowing deputies to observe inmates but preventing inmates from observing the activity of the deputy in the control room. -17- RESPONSE One-way glass may well lead to less, not more, supervision of inmates. If inmates are not able to see staff members, staff may tend to be less vigilant. The philosophy of a direct supervision facility requires that staff and inmates have the ability to observe and interact: with each other. RECOMMENDATION #13 Replacement sheets of high-security glass used in modules be stored at MDF to provide immediate repair if glass is broken. RESPONSE The expense and storage space required make this recommendation impractical. The security glass is extremely expensive. It is not possible to order a large piece of security glass and cut it to size when needed. The glass must be special ordered by size. When ordered, only then is it manufactured. The Main Detention Facility has such a large number of window sizes that it is impractical to have one of each in stock. RECOMMENDATION #14 The Sheriff ' s Department consult with the Martinez Policy Department to establish a policy of contacting MDF when the policy receive such reports as two men running through the night in their underwear a few blocks from the County jail. RESPONSE This issue has been discussed with Martinez Police. In the future, Martinez Policy will notify the Main Detention Facility on similar suspicious circumstances. "OVERCROWDING OF THE COUNTY'S MARTINEZ DETENTION FACILITY" (Page 125) RECOMMENDATION #1 The State of California appoint additional judges in Contra Costa County. RESPONSE Please see response to Recommendation No. 2. -18- RECOMMENDATION #2 The Board of Supervisors provide funding to hire additional assistant district attorneys, public defenders, court officers and associated staff, and jail staff. RESPONSE We concur with the Grand Jury' s recommendations for additional judges and other personnel necessary to operate the courts. Whenever there is an increase in the number of courts, there is an associated need for additional staff for all departments that work with the courts. The Sheriff ' s Department would require additional transportation and court security officers. RECOMMENDATION #3 The Sheriff set up a "tickler system" to inform appropriate departments of inmates ' time in custody while awaiting court appearances. RESPONSE It is not practical presently to provide this information because it would require a great deal of clerical time to develop. This information will be provided, however, by the new inmate management computer system currently under development. This system will be in operation in approximately twelve months. •RECOMMENDATION #4 In-home surveillance be used in lieu of jail custody in selected cases. RESPONSE The Sheriff ' s Department has implemented the in-home surveillance program on a limited basis. The results of our test period were quite positive. A budget has been submitted to expand the program to include electronic surveillance of selected offenders. The program will continue on a limited basis and be expanded when funding becomes available. RECOMMENDATION #5 Additional hours be added to the court calendar to include night courts and weekend sessions. RESPONSE Please see response to Recommendation No. 2 RECOMMENDATION #6 Video arraignments be established. -19- RESPONSE A video arraignment/teleconferencing task force is currently developing plans to establish a pilot video arraignment system between the main Detention Facility in Martinez and the Delta Municipal Court. In addition, the task force is developing plans to estab=.ish a pilot teleconferencing system between the Marsh Creek Detention: Facility in Clayton and the Probation and Public Defender Offices in Martinez . RECOMMENDATION #7 Attorneys be used more often as temporary judges. RESPONSE If attorneys were used as temporary judges to provide relief for judges on vacation, this would permit each court to function 52 weeks a year. Any increase in the time courts are available would move prisoners through the system more rapidly. Theoretically, this would reduce the time prisoners are in the County system. RECOMMENDATION #8 The District Attorney and Public Defender join in early disposition of criminal cases to relieve jail overcrowding. RESPONSE we concur with this recommendation. The Probation Department is also vital in the early disposition of criminal cases . "INSPECTION OF DETENTION FACILITIES" (Page 131) RECOMMENDATION #1 (Main Detention Facility) More facilities be provided to expedite processing for both food services and laundry. RESPONSE The recommendation has been implemented. Additional freezer space and larger cooking pots, additional clothes washers; and dryers have been purchased. This equipment will provide the capacity to assist in managing the overcrowded situation. RECOMMENDATION #2 (Marsh Creek Facility) A General Services supervisor, skilled in various trades, be assigned to the facility as required to supervise its maintenance and repair. He or she would be responsible to ensure that materials are ordered and on hand when needed, to be accountable for the security of -20- materials ordered, to supervise prisoner work parties, and to ensure the safety of prison labor. RESPONSE The recommended General Services supervisor is in the department 1988-89 budget proposal but remains unfunded. RECOMMENDATION #3 (Marsh Creek Facility) Prison labor be utilized to maintain and repair all walkways, stair walls, buildirigs, fences, septic tank and leach lines, recreation areas, classrooms, weed abatement, and other related tasks. RESPONSE This recommendation has been implemented with the sole exceptions of electrical, sewage, or other related tasks which require skilled and licensed craftspersons. RECOMMENDATION #4 (Work Furlough Center) The Board of Supervisors establish similar work furlough operations for central and east county areas. RESPONSE We concur with the recommendation. Presently, we would operate a central facility with our current inmate population and classification base. As the county continues to expand, we could also operate an east county facility in future years. RECOMMENDATION #5 (Byron Boys Ranch) A permanent long-term solution to the water problem be sought by the Board of Supervisors. RESPONSE A new well has been drilled and is being tested prior to connection to the water system. This will serve until such times as the appropriate water district provides service to that area. RECOMMENDATION #6 (City Jails) All city council members and representatives of city administration visit their respective police department holding facilities periodically to ensure they are being operated in a proper manner. RESPONSE The appropriate city councils should respond to this recommendation. -21- "COUNTY SERVICE CONTRACTS WITH NON PROFIT CORPORATIONS" (Page 141) RECOMMENDATION #1 The Board of Supervisors allocate a portion of contract funds to those departments that receive no administrative funds to cover the costs of monitoring nonprofit contracts. RECOMMENDATION #2 The Standard Service Contracts (Purchase of Services ) with nonprofit corporations be modified to explicitly require that the County and the Grand Jury have access, on demand, to all of a corporation' s financial records, regardless of funding source. RECOMMENDATION #3 All nonprofit corporations soliciting funds from the County be required to provide a statement or budget showing all current sources of outside funding. RECOMMENDATION #4 The Board of Supervisors study the feasibility of consolidating the financial monitoring of nonprofit contracts into one department. The monitoring of services should continue to be done by the appropriate department. RECOMMENDATION #5 The Board of Supervisors remind all department heads that the County has the ultimate fiduciary responsibility for all state and federal funds that are assigned to their departments. RESPONSE We have requested the County Administrator on August 16 , 1988 , in response to the Internal Operations Committee, to convene an ad hoc group including county staff whose departments have a structured contract monitoring program, county staff whose departments have few contacts to monitor and, therefore, do not have a highly structured contract monitoring program, staff from the: Auditor-Controller ' s Office and staff from several contract agencies to review the following: 1 . The 1987-88 Grand Jury Report on contract monitoring. 2 . The current level of contract monitoring in county departments. 3 . The potential need to either establish contract monitoring programs in all departments which have contracts with private non-profit agencies or transfer those contracts to other departments which do have the resources to adequately, monitor such programs. -22- 4 . The need to review all departments ' contract mo ' toring programs and make them standard county-wide. 5 . The feasibility of requiring that a private, non-profit contract agencies ' Board of Directors e representative of the County or portion of the county the serve, both g;-nographically and in terms of racial, ethnic and exual mix and that they have adequate fiscal expertise on th Board to be able to properly manage the agency. 6 . The feasibility of requir' g the Boards of Directors of all private, non-profit con act agencies to undertake long-term goal-setting as a part their corporate strategy. 7 . The feasibility of roviding technical assistance to contract agencies, possibly hrough a partnership involving the United Way of the Bay Area, private foundations, private businesses and the County. 8 . The feasib' ity of coordinating the monitoring of contract agencies ere an agency has contracts with multiple County departme is in order to avoid unnecessary duplication of effort. We have a o requested the County Administrator to report back to our Committ his findings and recommendations on November 14 . av -23- 4 . The need to review all departments ' contract monitoring programs and make them standard county-wide. 5 . The feasibility of requiring that all private, non-profit contract agencies ' Board of Directors are representative of the County or portion of the County they serve, both geographically and in terms of racial, ethnic and sexual mix and that they have adequate fiscal expertise on the Board to be able to properly manage the agency. 6 . The feasibility of requiring the Boards of Directors of all private, non-profit contract agencies to undertake long-term goal-setting as a part of their corporate strategy. T. The feasibility of providing technical assistance to contract agencies, possibly through a partnership involving the United Way of the Bay Area, private foundations, private businesses and the County. 8 .' The feasibility of coordinating the monitoring of contract agencies where an agency has contracts with multiple County departments in order to avoid unnecessary duplication of effort. We have also requested the County Administrator to report back to our Committee of his findings and recommendations on November 14. "REVIEW OF THE 1986-87 GRAND JURY RECOMMENDATIONS" (Page 159) RECOMMENDATION #1 Each grand jury ensure response to the previous grand jury' s report and determine whether the previous year ' s recommendations were implemented. RESPONSE The Grand Jury should respond to this recommendation. RECOMMENDATION #2 The Recommendations Review Committee communicate with those agencies , departments, or districts which have not responded within the required time. RESPONSE The Grand Jury should respond to this recommendation. RECOMMENDATION #3 Copies of the responses to a grand jury report be filed with a copy of that report in the grand jury file. 3-23- . RESPONSE The Grand Jury should respond to this recommendation. RECOMMENDATION #4 Section 933 (c) of the California Penal Code be quoted Qn a separate page at the beginning of each Grand Jury report. RESPONSE The Grand Jury should respond to this recommendation. RECOMMENDATION #5 A copy of each report be sent to the responsible official of the subject jurisdiction or agency. RESPONSE The Grand Jury should respond to this recommendation. RECOMMENDATION #6 Future grand juries follow up to ensure all appropriate actions have been taken or that promised studies have been completed. RESPONSE The Grand Jury should respond to this recommendation. RECOMMENDATION #7 The individual report titles be entered on the County' s response document to identify the responses applying to each separate report. RESPONSE This recommendation has been implemented. "SECURITY IN CONTRA COSTA COUN'T'Y SUPERIOR, MUNICIPAL AND JUVENILE COURTS" (Page 165) RECOMMENDATION #1 The County Supervisors appoint a security manager to have overall authority and responsibility for security in all court facilities under County jurisdiction. Security includes, but is not limited to, the establishment of a safe environment, prevention of criminal activity, and preparation for fire, bomb, hostage, earthquake, and medical emergencies. -24- RESPONSE The County Board of Supervisors , in cooperation with the Superior Court Judges, Municipal Court Judges, and the Sheriff, has created by law a Court Services Division within the Sheriff ' s Department with specific responsibilities for security in all court fac.s.-.ities under County jurisdiction. RECOMMENDATION #2 The security Tanager make an immediate survey of existing security arrangements and develop a plan of action for improvement, keeping in mind that security problems are likely to increase 'rather than decrease. RESPONSE A security survey and plan of action containing short- and long-term improvements is being developed. RECOMMENDATION #3 Because of his interest and expertise 'in security matters, the person A ppointed be County Marshal Rodger L. Davis . RESPONSE Marshal Davis was appointed. RECOMMENDATION #4 A• person regularly employed in each courthouse be appointed , to be responsible for emergency procedures in the building,a and for seeing that those using the building are aware of procedures. Where practical, drills for various emergencies should be initiated. RESPONSE A Court Security Sergeant has been assigned to each court facility with responsibility for bailiff and security staffing, emergency procedures, and training of judges, referees, clerks, court reporter, and all other tenants of the.-court facility. Each of the Clerk' s Offices in the four Municipal Court Judicial Districts has a designated safety coordinator who is an active member of a Countywide Municipal Courts ' Safety Committee. RECOMMENDATION #5 Judges , referees , clerks, court reporters, and other employees receive special training for courtroom emergencies. Judges, referees, and prosecutors, who may be specifically targeted for threat, should be trained for emergencies that may occur out of court. -25- RESPONSE Please see response to Recommendation #4. RECOMMENDATION #6 The security manager be consulted before any court construction or remodeling is planned. RESPONSE We concur with this recommendation. Such consultation is routinely sought from all user departments and servicing agencies with respect to any construction or remodeling. RECOMMENDATION #7 Courtroom assignments be made on the basis of security rather than judges ' seniority. RESPONSE Security is a major consideration when assigning high risk cases. In such instances, additional security is provided and a more secure courtroom assigned, if necessary. The Municipal Courts in Contra Costa County are very aware of the need for an effective approach in addressing security issues as they pertain to the courts. The courts have been taking a very active role. In addition, the Clerk' s Office is supporting that commitment through the establishment of a Countywide Safety Committee which provides an ongoing network of communication. RECOMMENDATION #8 Immediate action be taken to improve security arrangements for the high-risk family and juvenile courts. RESPONSE A security survey of all family law and juvenile courts has been completed. Several changes are in the process of implementation. RECOMMENDATION #9 The construction of a high-security courtroom in the A.F. Bray Courts Building not be delayed or eliminated. RESPONSE That decision will be made by the Superior Court. -26- RECOMMENDATION #10 AL,, permanent metal detector be installed at the entrance of the A.F. Bray Courts Building to be manned in high-risk situations and for random checks . RESPONSE A permanent metal detector may not be the long-term solution but is being considered as an alternative. RECOMMENDATION #11 Bailiffs and transportation officers in all court facilities patrol public areas when not otherwise busy. RESPONSE This recommendation has been instituted. RECOMMENDATION #12 Signs notifying visitors that they may be subject to search, such as are posted in municipal courts, be posted at superior and juvenile courts. RESPONSE Signing of the respective courts is under discussion. RECOMMENDATION #13 Occasional random searches be conducted. RESPONSE Random searches are currently being done. RECOMMENDATION #14 All bailiffs within a courthouse be equipped with two-way radios finking them with each other and a central station. RESPONSE The use of portable radios is being expanded. RECOMMENDATION #15 All vehicles used for the transportation of persons in custody be equipped with emergency radios . RESPONSE all vehicles are fully equipped with emergency equipment, cages, and radios. -27- RECOMMENDATION #16 Bailiffs be consulted on additional equipment and methods they feel would enhance their ability to control emergencies. RESPONSE Facility sergeants hold monthly meetings with bailiffs to discuss training and security strategy. RECOMMENDATION #17 All court bailiffs and security officers attend the special court security schools now attended by Marshal' s deputies, or an in-county school be established to provide such training. RESPONSE The 1988-89 training schedule includes a requirement for all court security personnel to attend such a school. RECOMMENDATION #18 Fire alarms be installed in the Contra Costa County Courthouse and any County court facility that lacks them. The wooden module adjacent to the court at Juvenile Hall should be inspected for fire safety. RESPONSE Fire safety requirements are being addressed in individual facility remodels. All court buildings are routinely inspected by the fire district having jurisdiction. RECOMMENDATION #19 Court bailiffs conduct regular emergency drills for bomb, hostage, building evacuation, and similar events. Bailiffs be reassigned other activities after five years in the courts to avoid complacency. RESPONSE The facility supervisor is required to hold such exercises regularly. Complacency can be dealt with in other ways than transferring. RECOMMENDATION #20 The Sheriff ' s Department appoint a supervising bailiff to work in the courthouse. Bailiffs should hold regular meetings. RESPONSE The Superior Court has a facility sergeant who is required to hold monthly bailiff meetings. -28- RECOMMENDATION #21 When the new A.F. Bray Courts Building is operational, the family courts be permanently moved out of the crowded ground floor area of the old courthouse to the new facility. RESPONSE Both family law departments have been moved to the second floor of the old courthouse, greatly improving general security. RECOMMENDATION #22 Space be provided in the old and new courthouses as a haven for litigants and witnesses who fear for their safety while awaiting court appearances. RESPONSE Allocation of space is determined after consultation with users. General Services will alter space as needed. RECOMMENDATION #23 The court in the Martinez Veterans Building be permanently abandoned. RESPONSE The Veterans Building is no longer being used by the Superior Court. RECOMMENDATION #24 Public and employees ' entry to the County courthouse be restricted to the main doors on Court Street or the handicapped entrance on Main Street. RESPONSE Closing the entrance on Ward Street would provide to be a great inconvenience to both the public and employees since this is the main entrance/exit between the two courthouses. Such action would pose serious problems during inclement weather. RECOMMENDATION #25 To avoid the general public mixing with persons in custody, the Ward Street door of the County Courthouse be reserved for use by Sheriff ' s deputies escorting prisoners and form court. RESPONSE It is unclear how this would eliminate "mixing" once inside the door since there are no security corridors in the building and prisoners must be moved through public hallways. -29- RECOMMENDATION #26 The two ground-floor doors on Court Street and the door in the County Clerk' s Office be secured for emergency exit only. Exit alarms be installed on these doors . RESPONSE Recommendations 24, 25 , and 26 are all being considered as important recommendations in an overall security plan currently being developed for the old courthouse and the A.F. Bray Courts Building. RECOMMENDATION #27 A bailiff be assigned to each juvenile court. RESPONSE Recommendations 27 through 36 will be reconsidered together. RECOMMENDATION #28 The bailiffs concentrate on the security and safety of the court and not be asked to perform duties which routinely take them away from their courtrooms. RECOMMENDATION #29 Probation officers at Juvenile Hall who respond to courtroom emergencies receive specific training in handling such emergencies. They should not, however, be expected to do the work of a bailiff or to replace a bailiff . RECOMMENDATION #30 An emergency buzzer be installed directly from the West County juvenile courtroom to the E1 Cerrito Police Department in the same building. E1 Cerrito Police be requested to provide immediate response. RECOMMENDATION #31 In consultation with the referee, the West County juvenile court be remodeled, in particular to separate males and females in the court holding facility. The ceiling needs attention, as tiles falling into the heads of those using the courtroom does not promote general health, safety, respect to the court, or the overall dignity of the proceedings. RECOMMENDATION #32 The receptionist at Juvenile Hall court be provided with an emergency buzzer or intercom and a floor-to-ceiling partition that includes bullet-resistant glass . -30- RECOMMENDATION #33 No armed officer, other than the bailiff on duty, be permitted to enter the juvenile court, the offices or adjacent hallways at Juvenile Hall except in response to emergency. Weapons lockers are provided and should be used. RECOMMENDATION #34 The traffic patterns at each juvenile court be analyzed and arranged so that the re-feree and bailiff have absolute control over who enters the court and who has direct contact with persons in custody. RECOMMENDATION ##35 The roving juvenile court referee be provided with adequate, permanent, and secure court space in each of the three locations he visits each week. Further, he should be provided with a clerk and bailiff . RECOMMENDATION ##36 Ifmicrophones accessible to defendants in any court remain in use, they be equipped with lightweight plastic stands. RESPONSE We concur with the concerns of the Grand Jury for the safety of the court, staff and citizens. Recommendations 27 through 36 should be considered in their entirety to provide a safe environment. We will continue to work with the courts and relevant departments and agencies to make appropriate corrections. RECOMMENDATION ##37 With the merger of the Marshal' s Office and Sheriff ' s Department, the standards of security consciousness, training, and equipment now used in municipal courts be adopted as the minimum standards acceptable for all Contra Costa County court facilities. RESPONSE We concur with this recommendation. RECOMMENDATION #38 Every effort be expended by county administrators, judges, and those concerned with court security to ensure that overall court security is enhanced, not diluted, when two departments merge. RESPONSE With the continued cooperation of the Superior Court bench and the municipal court bench, a Countywide security plan will become a reality. -31- In accordance with Penal Code Section 933 , the Sheriff ' s comments are attached as Attachment B. "THE DELTA MUNICIPAL COURT" (Page 181) RECOMMENDATION #1 Activities not directly related to the Delta Court not take place in the overcrowded building. The methadone clinic should be moved to other quarters to free space for court uses. RESPONSE The Health Services Department, in conjunction with lease management, is exploring several options for the relocation of the Methadone Clinic. The relocation of this clinic is a priority. RECOMMENDATION #2 Until new quarters can be found for the clinic, security be provided for the building beginning at the hour the clinic opens. During the day, deputies should patrol the public area of the building when not otherwise busy. RESPONSE Relocation of the clinic is imminent. The deputies on duty patrol all public areas. RECOMMENDATION #3 Safe, private space be provided for defense attorneys and prosecutors to confer with clients, victims, and witnesses. Ample private space should be provided for judges ' chambers. if necessary, temporary modules should be leased and placed at the rear of the courthouse in a fenced area to provide storage, meeting space, or employee break area until Phase One is complete. RESPONSE The General Services Department is working with the Court on an interim remodel of the facility. RECOMMENDATION #4 Courthouse employees make a concerted effort to remove all unnecessary files and redundant storage from the building. RESPONSE Records destruction is done continuously to remove inactive files as permitted by Government Code Sections 71007 , 71008 and 71009 . -32- Temporary arrangements have been made to utilize the gardener' s shed for additional storage space pending completion of the proposed Phase I remodeling. Additional storage space is being coordinated by the Muni(Apal Courts Administration for use by all four judicial districts. RECOMMENDATION #5 As part of Phase One construction, a sally port of 12 foot high cyclone fence sides, with roof and locked gates, be erected between the courthouse and the Pittsburg Police Department so that prisoners can be delivered to either building in a secure manner. RESPONSE Preliminary designs and estimates to accomplish this work have been provided. RECOMMENDATION ##6 Phase One remodeling include see-through panels on courtroom railings to discourage friends and relatives from making physical contact with those in custody. RESPONSE Phase One construction can be modified at additional cost. RECOMMENDATION #7 High priority be placed on all aspects of Phase One remodeling in an effort to decrease the one-year estimated construction time. RESPONSE Construction has begun on this project and it is to be completed, under the terms of the contract by February, 1989 . RECOMMENDATION #8 Plans for improvement to the existing building beyond Phase One be abandoned. RESPONSE There are no current plans for remodeling this building beyond Phase One. A replacement facility is under consideration. RECOMMENDATION #9 An immediate decision be reached to construct new court facilities so that planning, land acquisition, and construction can begin as soon as possible to meet short- and long-term needs in East County. Every -33- effort should be expended to reduce the three-to-five-year span estimated for completion of the new courthouse. RESPONSE Proposals are under consideration for a new facility at a new location. "LIVING CONDITIONS AT JUVENILE HALL" (Page 191) RECOMMENDATION' #1 The interior maintenance work recommended in the Building Inspection reports be performed. RESPONSE Minor items will be corrected within the next 90 days, using maintenance funds allocated to the building. Major renovation of the shower rooms will be done as part of a series of projects funded with Proposition 52 funds. RECOMMENDATION #2 A sequential plan of repairs to the roof be developed immediately, to be followed by a schedule of ongoing, frequent inspections to locate future deterioration. RESPONSE The roofs are inspected annually and repaired as necessary. In fiscal year 1989-900, General Services anticipates requesting plant acquisition funds to replace the roofs. RECOMMENDATION #.3 An earthquake preparedness review be performed. RESPONSE An earthquake (disaster) evacuation plan is posted in each living unit and on bulletin boards in strategic areas of the building. On July 21, 1988 Federal and State representatives conducted an on-site inspection of the Juvenile Hall. Storage of emergency supplies at the hall and the use of the kitchen and sleeping facilities by members of the County Office of Emergency Services in the event of a major disaster was approved. RECOMMENDATION #4 Juvenile Hall staff: a. Record air temperatures in the communal and sleeping areas during daily periods of temperature extremes. -34- b. When temperatures reach excessive levels, develop alternative routines , such as transferring minors to the air-conditioned Monticello unit. C. Purchase ice machines with ample capacity for all minors and staff. RESPONSE a. A procedure for recording air temperatures will be in place prior to the slimmer of 1989 . b. The air conditioned unit is currently utilized during summer heat spells ; however, only 20 residents may participate due to the unit rated capacity. The three living units are able to participate on a shared rotation schedule. C. Purchasing additional ice machines is not necessary as . Pride House and Lion' s Gate now provide their own ice. The living units are furnished ice upon request. Authorization to purchase ice during mechanical failure of ice machines is approved. RECOMMENDATION #5 The process of purchasing new, durable furniture for communal living areas be continued. RESPONSE Authorization to purchase new (Modu-Form) durable furniture has been approved and purchase orders have been requested. RECOMMENDATION #6 The multicolored materials , which partially or totally cover the interior safety glass partitions and windows, be removed to enable staff to observe minors clearly at all times. RESPONSE The multicolored material covering glass partitions and windows was established as the outcome `of the County' s affirmative action survey when living units began coed staffing. The multi-colored material enhances the privacy of the residents, but has not compromised the need for security. Approval was also obtained from the California Youth Authority, an agency responsible for annual inspection of the Juvenile Hall. RECOMMENDATION #7 A project be developed for minors to learn about. nutrition and then to help plan their daily menus . -35- RESPONSE Juvenile Hall residents learn about nutrition when attending the Health Science curriculum, which provides a nutritional unit several times during the school year. The meals served meet or exceed dietary requirements as set by the California Youth Authority Standards, the State of California nutritional requirements and the national guidelines. All meals are approved by the County' s registered dietician - M.P.H. Nutritionist. RECOMMENDATION #8 The "Juvenile Hall Five-Year Maintenance and Equipment Schedule" be revised to be made comprehensive and prioritized, and to include recommendations made by all inspecting agencies. RESPONSE We concur with this recommendation. "THE EAST COUNTY RAPE CRISIS UNIT" (Page 199) RECOMMENDATION #1 The County immediately terminate the existing contract with the ECRCU and select a qualified organization to provide these services. RESPONSE The contract was terminated. Negotiations are underway to provide services to East County. RECOMMENDATION #2 The District Attorney' s Office establish adequate procedures to monitor the finances of the other rape crisis centers the County has placed in that office' s budget. RESPONSE The District Attorney' s Office has established procedures to improve financial monitoring of the County contract for the Rape Crisis Center of West Contra Costa, which provides services in West and Central County. These improvements are built into the agency' s contract with the County for fiscal year 1988-89 . In accordance with Penal Code Section 922 , the District Attorney' s response is attached as Attachment C. -36- RECOMMENDATION #3 The Board of Supervisors allocate a portion of rape crisis contract funding to the District Attorney' s Office to cover the costs of monitoring the contracts. RESPONSE Please see our response to Recommendation #6 . RECOMMENDATION #4 Standard service contracts with rape crisis centers be modified to explicitly require that the County have access, on demand, to all of the centers ' financial records regardless of funding source. RESPONSE The contracts have been modified as recommended. RECOMMENDATION #5 The County require that the rape crisis centers receiving County funding meet the same standards as those described in the State ' s Office of Criminal Justice Planning document for rape crisis centers . RESPONSE The County requires the contractors to meet OCJP standards . RECOMMENDATION #6 The County develop a program for monitoring the performance and quality of service provided by rape crisis centers throughout the County. RESPONSE It is the District Attorney' s intent to jointly monitor this program in cooperation with the city funding agencies involved, as well as with the staff of the State Office of Criminal Justice Planning. This coordinated approach to monitoring should be extremely beneficial to the funding agencies and to the Rape Crisis Center itself. In addition, the agency will continue to submit its detailed progress reports as required by the State, but modified so as to clearly identify services provided in both west and central County. A requirement for an independent audit by a Certified Public Accountant will be included in the contract. This audit will cover not only County funds, but the total funding of the agency. This will give us a total fiscal picture that we have lacked in the past. RECOMMENDATION #7 The County explore the option of contracting all rape crisis services through one agency for the purpose of improved accountability, administration, and service delivery. -37- RESPONSE We concur with this recommendation and presently contract with one agency. "HERCULES MEASURE All (Page 225) There were no recommendations in this report. -38- ATTACHMENT A 0 onurca Caata %'.-'s'oun EIE�cIVED *********************************** Av U 181988 * * * COUNTY CLERK INTRODUCTION * ` ffi► Of t THE ATTACHED ANSWER TO THE 1987-88 GRAND JURY REPORT ON THE OPERATION OF THE COUNTY CLERK' S COURT OPERATION WAS WRITTEN BY JAMES R. OLSSON, COUNTY CLERK AND REPRODUCED ON THE DATA GENERAL COMPUTER USING WORD PROCESSING AND A LASER PRINTER. ALL OF THIS COMPUTER EQUIPMENT WAS PURCHASED USING CLERK AUTO- MATION FEES, PAID FOR BY USERS WHEN COURT DOCUMENTS ARE FILED. A COPY OF THE FEE SCHEDUES IS ATTACHED AT THE END OF THIS REPORT. l THE COUNTY CLERK ' S DEPARTMENT GRAND JURY SUMMARY The County Clerk-Recorder is an elected official who has held the position for 15 years. He is dependent on the -Board of Supervisors for his budget and the space allocated to his department, but as an elected official, he controls the internal management of his office. What started as an investigation regarding lost or misfiled court documents led to the discovery of a series of other long- standing problems in the office of the County Clerk. Among these are the ever-increasing volume of documents being filed, the tendency to keep them far beyond statutory requirements, and the need to shuttle them back and forth to a growing number of courts. Added to this are a severe space problem, poor organization, insufficient staff, a sluggish and overloaded computer , and excessive backlog. This results in inefficient service to the courts and the public and in low staff morale. The Grand Jury' s recommendations include the need for a study on how to improve management policies and procedures to -services better provided by other county departments, and delegation of responsibility and authority within the department . Improvements in these areas must be implemented by the Clerk- Recorder with the full support of the Board of Supervisors, the County Administrator, and the judicial system. This investigation was begun on July 21, 1987, and completed on April 26, 1988 . COUNTY CLERK'S SUMMARY I AM DEPENDENT ON THE BOARD. OF SUPERVISORS (COUNTY ADMINISTRATOR) FOR BUDGET WHICH INCLUDES NUMBER OF EMPLOYEES WITHIN THE OFFICE; OFFICE SPACE (OVERCROWDING, FILES ON THE FLOOR) . THE FILE SPACE HAS BEEN PARTIALLY SOLVED WITH THE USE OF THE FORMER JURY `ASSEMBLY ROOM. 1 FINDINGS Function of the County Clerk-Recorder 1. The function of the County Clerk-Recorder is to: a. Provide clerical service to the courts and maintain court records. b. Maintain records such as vital statistics, real estate legal descriptions and transactions, and fictitious business names. c. Operate the County election system. This report deals only with the court-related function of the Clerk-Recorder . CLERK'S RESPONSE 1 . THE FUNCTION OF THE COUNTY CLERK-RECORDER IS AS STATED. Court-related Workload/Services 2. Since 1983 the court-related workload has increased by 60 to 80 percent in the County Clerk ' s office with no increase in staff. A 1987 study by the State Judicial Council recommended Contra Costa County increase its superior court judges from 19 to 27 . If implemented, this would greatly increase the workload. 3 . There are approximately 15,000 active court files, each of which averages 1 . 5 inches in thickness. This equates to approximately 1, 875 linear feet of shelf space. New cases are added .at the rate of 1,700-1,800 per month. Along with adding new files and removing old ones, approximately 500-60'0 files are located, pulled, and refiled daily for court activity. In addition, because of limited storage space, whole sections of files must be moved several times in order to keep the most active files readily accessible. 4. There is a Register of Actions which is a listing of documents in each file. Registers of Actions have been only partially transferred to the computer . A two-day turnaround time between receipt and entering of documents is considered desirable by department supervisors in order to perform services in a timely manner . Computer 2 data entry backlog actually ranges anywhere from two weeks to three months. 5. Court filing system clerks spend about four hours daily picking up, sorting, and distributing mail. The General Services Department provides mail pickup and delivery service to county departments, but this service in not utilized by the Clerk ' s office. CLERK'S RESPONSE 2. SINCE 1983 WE HAVE HAD A 60-80 PERCENT INCREASE IN WORKLOAD WITH NO INCREASE IN STAFF, BUT HAVE MANAGED TO KEEP UP, AS WELL AS POSSIBLE, USING OVERTIME AND TEMPORARIES WHICH WE TRAIN AND THEN LOSE TO OTHER DEPARTMENTS BECAUSE WE AREN'T ALLOWED TO HIRE PERMANENT EMPLOYEES. IF WE HAD THE WORK FORCE WE NEED, WE WOULD HAVE LESS OVERTIME AND OTHER INTERNAL PROBLEMS WOULD BE SOLVED. WE ARE DEPENDENT ON THE BOARD FOR ALLOWING NEW POSITIONS. 3. IF WE WERE ALLOTTED MORE SPACE BY THE BOARD, WE WOULD NOT HAVE TO CONTINUE MOVING FILES. " 4 . REGISTER OF ACTIONS ARE COMPUTERIZED FOR ALL NEW CASES AND OLD CASES THAT ARE STILL ACTIVE. THIS BECAME POSSIBLE WHEN THE DATA GENERAL MV15000 WAS ACQUIRED WITH USER FEES FOR THE RECORDER RECORDS. THE DATA GENERAL MV10000 WAS THEN MOVED TO THE COURTHOUSE FOR DAILY CALENDARS, CASE INQUIRIES AND INPUT. DOCUMENTS ARE PROCESSED DAILY WITH LITTLE, IF ANY, BACKLOG. 5 . WE UTILIZE GENERAL SERVICES TWICE DAILY. THEY DELIVER COURT DOCUMENTS FROM PROBATION, THE DISTRICT ATTORNEY, COUNTY COUNSEL, PUBLIC DEFENDER, COUNTY AUDITOR, COUNTY ADMINISTRATOR AND OTHERS AS WELL AS PICK UP FOR DELIVERY OUR DOCUMENTS TO THESE DEPARTMENTS. DOCUMENTS FILED IN THE RICHMOND OFFICE ARE CARRIED TO THE MARTINEZ OFFICE DAILY BY THE JUVENILE CLERK (STATIONED IN MARTINEZ) WHO COVERS THE HEARINGS. DOCUMENTS .DELIVERED TO MEET LEGAL DEADLINES ARE MAILED BY DEPUTY CLERKS AND CERTIFIED BY SAME. WE ARE ABLE TO PROCESS MAIL UP TO 5 PM DAILY. WE ARE RESPONSIBLE FOR OVER 200 LEGAL FORMS. THEY ARE PRINTED BY CENTRAL SERVICE, A DIVISION OF GENERAL SERVICES, AND ARE SOLD TO ATTORNEYS AND THE PUBLIC. CENTRAL SERVICE IS OFTEN OVER-LOADED AND UNABLE TO MAKE TIMELY DELIVERY. Organization 6. Clerks become specialized in handling particular kinds of cases, and there is little cross-training between jobs. Cross-training is done primarily as a result of personnel 3 transfers. 7. Portions of the daily court calendar are prepared by the County Clerk ' s office and portions by the Court Administrator ' s office, utilizing the same computer data base. 8. The planned addition of new courts will increase the workload in the County Clerk ' s office. County Clerk management has started planning for the new courts and is requesting additional help in all categories. 9 . An outside operational audit of the County Clerk ' s office was made in 1980 at the request of the County Administrator . Of the 53 recommendations made in this audit, a significant number have not been implemented. CLERK'S RESPONSE 6 . WHEN WE FIRST WENT ON-LINE OUR CLERKS WERE SPECIALIZED. AS WE BECAME ADEPT IN THE USE OF THE DATA ENTRY UNITS, STAFF HAS BEEN ROTATED TO OTHER FUNCTIONS TO CROSS-TRAIN. 7 . THE COURT ADMINISTRATOR CALENDARS TRIALS AND CIVIL MATTERS. THE COUNTY CLERK CALENDARS PROBATE, FAMILY LAW, JUVENILE AND CRIMINAL. ALL CASE FILES ARE COUNTY CLERK RECORDS WHICH ARE UPDATED DAILY. 8 . REQUESTS FOR POSITIONS TO COVER THE ADDITIONAL COURTS ARE ON FILE. 9. AN OPERATIONAL AUDIT WAS DONE BY TWO MEMBERS OF THE ADMINISTRATORS OFFICE IN 1980 AND 53 RECOMMENDATIONS WERE LISTED. SEVERAL OF THESE WERE IMPLEMENTED, SOME WERE NOT ALLOWED BY LAW AND SOME WERE TOO EXPENSIVE AND OF NO REAL VALUE. Personnel 10 . Excessive workloads have resulted in: a. Use of temporary .-clerks, who sometimes work two or three years as temporaries because there is no authorization to hire permanent employees. There currently are 11 temporary clerks. b. Complaints from the clerks about the amount of overtime and a feeling of burnout because they see no end to the trend of aft ever-increasing workload. 11. There are no written performance standards for personnel, no initial or continuation training programs, few written 4 job procedures, and very little cross-training. 12. A personnel evaluation system, such as is in place in several county departments, has not been implemented. 13 . Supervisors frequently do clerical work and have little involvement in such normal supervisory functions as hiring, training, motivating, and evaluating . CLERK'S RESPONSE 10 . EXCESSIVE WORKLOADS: A. WE HAVE BEEN FORCED TO USE TEMPORARIES BECAUSE OF RAPID WORKLOAD INCREASES. A COURT CLERK HAS BEEN DESIGNATED FOR EACH NEWLY ESTABLISHED COURT BUT NO PROCESSING STAFF FOR THE INCREASED WORKLOAD. TWO PERMANENT POSITIONS- WERE RECENTLY ADDED IN LIEU OF TWO TEMPORARIES. B. OVERTIME HAS BEEN GREATLY REDUCED SINCE WE HAVE BECOME MORE ADEPT WITH OUR AUTOMATION. A TWO YEAR DELAY IN APPROVAL FOR AUTOMATION, EVEN THOUGH USER FEES WERE - AVAILABLE, KEPT US CONSISTENTLY BACKLOGGED REQUIRING OVERTIME. 11. JOB PROCEDURE MANUALS ARE AVAILABLE AND AS CHANGES ARE MADE BY THE JUDICIAL COUNCIL MEMORANDUMS ARE DISTRIBUTED TO ALL PERSONNEL. WE HAVE A CONTINUING TRAINING PROGRAM. 12 . EVALUATIONS ARE DONE ON A CONTINUING BASIS UNDER THE MERIT SYSTEM. WE HAVE TOO HEAVY A VOLUME TO COMPLETELY EVALUATE EACH STAFF PERSON MORE OFTEN THAN WHEN THEY ARE DUE MERIT INCREASES. MOST OF OUR STAFF ARE LONG TERM EMPLOYEES AT THE TOP PAY STEP WHO HAVE WORKED IN SEVERAL DIVISIONS. 13. OUR SUPERVISORS ARE WORKING SUPERVISORS AND OFTEN COVER ILLNESSES AND WORK ALONG WITH STAFF TO KEEP CURRENT. THEIR OPINIONS ARE SOUGHT (ESPECIALLY IN TRAINING AND EVALUATING) . WE ARE LIMITED BY THE BOARD AND THE COUNTY ' S PERSONNEL LISTS WHEN HIRING. :Physical Layout/Working Conditions/Security 14 The County Clerk has a number of separate locations under his control, some of. which are not in Martinez. The court filing system is spread out among eight locations. Martinez locations are the basement of the Contra Costa County Courthouse, the coffee room and an office in the Martinez Detention Facility, the basement of the U.S. Post Office on Court Street, a downtown location for micrographics, a warehouse on Shell Avenue, and Juvenile 5 Hall; locations outside Martinez are on Stanwell Drive in Concord and in a Richmond office. 15. The main office is in the Courthouse basement and is overcrowded. File space is so inadequate that case folders are stacked on the floor and in heavy portable files. When a shooting occurred recently in a nearby hallway, a clerk seeking safety could not duck under her desk because the kneehole was stacked with files. 16 . Before documents are microfilmed, shortage of storage space forces the moving of whole sections of active files several times, both within the main office and from one office location to another . 17 . At least 50 different statutes specify varying document retention times. In addition, judges occasionally call for documents which have passed their scheduled obsolescence date. As a result, there is a tendency to retain original files longer than legally required, thus adding further to space problems. 18 . For a variety of reasons, files can be removed from the main office without permission and not be returned. For example: a. A charge of 50 cents per copy (a State-established fee) tempts customers to take documents elsewhere for less expensive duplication. b. A sign-out system has been used but was not fool-proof. C. Stamping files "Do Not Remove" has not been effective. There is no assurance that particular documents will not be removed from a file before it is returned to the office. 19 . Another area of concern involves one of the entry doors into the office which.-is marked which is marked "Employees Only" but is not locked and is often left ajar. Just inside this door is a completely unsupervised area filled with open and bulging filing shelves--an invitation for malicious .mischief or deliberate theft. 20 . Those files which are lost and have not been microfilmed can only be reconstructed by contacting all attorneys involved and requesting duplicates of their documents. There is no assurance that all such documents will be provided. 21 . Since there is no system for checking the completeness of each file, missing documents do not come to anyone 's 6 attention until they are called for by a judge. the un- availability of such documents interferes with the efficient operation of the courts. CLERK'S RESPONSE 14 . WE USE SEVERAL LOCATIONS FOR STORING FILES. THERE ARE NO FILES AT JUVENILE HALL, STANWELL DRIVE OR THE SHELL, AVENUE WAREHOUSE. THE BREAK ROOM HAS BEEN MOVED FROM THE MICROFILM SECTION. THERE ARE NO FILES STORED IN RICHMOND. 15. THE FORMER JURY ASSEMBLY ROOM HAS NOW BEEN ASSIGNED TO USE AS A FILE ROOM. WHEN TWO TO TEN FOLDERS ARE REQUIRED FOR ONE CASE WE KEEP THE LATEST FOLDER ON THE SHELF AND STORE THE EARLIER ONES. FILES ARE SEVERELY OVERCROWDED AND WE TRY TO DO THE BEST WE CAN WITH WHAT WE HAVE. 16 . DOCUMENTS OLD ENOUGH FOR MICROFILMING ARE MOVED FROM ACTIVE SHELVES TO THE MICROFILM SECTION OR 814 MAIN STREET TO PREPARE FOR FILMING. 17 . THE "HOLD" FILES ARE EITHER STILL OPEN CASES OR CASES KEPT BY ORDER OF THE COURT. STATUTES GENERALLY REQUIRE SAVING FILES FOR FIVE YEARS AFTER A CASE IS CLOSED. AT ONE TIME IT WAS TEN YEARS, THEN EIGHT AND NOW FIVE (BECAUSE OF THE VOLUME) . FILES MUST BE AVAILABLE ON PAPER OR FILM AND MUST BE IN OUR CONTROL. 18 . CASE FILES OTHER THAN JUVENILE AND ADOPTIONS ARE OPEN FOR PUBLIC INSPECTION. EACH FOLDER HAS PRINTED ADMONITIONS "PAPERS MUST NOT BE REMOVED FROM FOLDER. REMOVAL OF THIS RECORD FROM THE CUSTODY OF THE COUNTY CLERK CONSTITUTES A FELONY UNDER SECTION 6201 OF THE GOVERNMENT CODE." THE THEFT, DESTRUCTION, FALSIFICATION OR REMOVAL OF ANY COURT RECORD IS A FELONY PUNISHABLE BY STATE PRISON TERMS OF ONE, TWO, THREE OR FOUR YEARS. THERE ARE FEW FOOLISH ENOUGH TO PERPETRATE THIS KIND OF FELONY. 19. THE HALL SPACE PROBLEM HAS BEEN PARTIALLY SOLVED WITH THE NEW SHELVING AND MOVE TO THE FORMER JURY ASSEMBLY ROOM. MOST DO NOT WISH TO RISK PRISON TERMS AND THE ACT WOULD NOT DESTROY THE RECORD. 20. REGISTER OF ACTIONS FOR OLDER CASES LIST ALL FILED DOCUMENTS. COMPUTERIZED FILES, SINCE JANUARY 1988, COVER ALL NEW FILINGS PLUS ALL OLDER CASES STILL ACTIVE. FILES CAN BE RECONSTRUCTED FROM THESE RECORDS. 21. SEE #20. Office Hours 7 22 . On July 1 , 1984 , the office hours in the County Clerk ' s main office were changed so the office would close to the public after 4 p.m. instead of 5 p.m. 23 . The Richmond office is closed from 12 noon to 1 p.m. , because there is only one legal clerk on staff. It is also closed to the public after 4 p.m. , despite the fact that staff is there from 8 a.m. to 5 p.m. CLERK'S RESPONSE 22 . OFFICE HOURS WERE NEGOTIATED WITH THE UNIONS AND THE PERSONNEL DEPARTMENT. (MANY DEPARTMENTS HAVE REDUCED HOURS) . THE STAFF WORKS FROM 4 TO 5 P.M. TO PROCESS THAT DAYS FILINGS. MOST COUNTIES USE THE SAME PROCEDURE. 23 . RICHMOND PROCESSES BETWEEN 4 AND 5 P.M. AND PREPARES DOCUMENTS AND FEES FOR TRANSMITTAL TO MARTINEZ . Computer System 24 . General Law statutes permit the County Clerk to do his own computer purchasing without the approval of the County Data Processing Department and without regard for compatibility with the County computer system. County policy is for all other departments to have compatible systems. 25 . The County Clerk ' s computer system is not compatible with systems being used in other county departments. 26 . The Clerk ' s computer is also used by the Recorder and Elections Departments, all under the supervision of the Clerk-Recorder . It also serves the Court Administrator ' s department . The present system cannot accommodate additional terminals . The operation is very slow because of a substantial computer overload. This is especially acute at election time. A new computer , delivered to the Elections Department , has released additional capacity to the court system. Clerks complain that adequate training on the computer is not being provided. This causes errors and lost time. CLERK'S RESPONSE 24. COMPUTER ACQUISITIONS HAVE BEEN MADE WITH PERMISSION OF THE ADMINISTRATOR AND CENTRAL DATA PROCESSING. THE DATA GENERAL COMPUTER EQUIPMENT IS COMPATIBLE AND LESS EXPENSIVE TO OPERATE. THE SOFTWARE PROGRAMS ARE AVAILABLE AS THERE ARE EIGHT OTHER COUNTIES USING THE SAME EQUIPMENT. 8 25 . THE COUNTY CLERK' S COMPUTER SYSTEM IS COMPATIBLE WITH OTHER DEPARTMENTS BY USING AN INEXPENSIVE CONVERTER. 26 . THE DATA GENERAL MV10000 WAS FIRST ACQUIRED TO CONDUCT ELECTIONS. THE RECORDER RECORDS WERE ADDED TO PROCESS DAILY WORK AND WHEN THE CLERK WAS ADDED IT BECAME OVERLOADED. WE HAVE SINCE PURCHASED (WITH USER FE-S) THE DATA GENERAL MV15000 WHICH IS USED FOR ELECTIONS AND THE RECORDER ONLY. THE MV10000 HAS BEEN MOVED TO THE COURTHOUSE AND IS DEDICATED FOR USE BY THE CLERK AND COURT ADMINISTRATOR. WE CURRENTLY HAVE 56 TERMINALS AND 4 PRINTERS ON LINE TO THE MV10000 WITH THE CAPABILITY OF ADDING 116 MORE. ALL CLERKS WERE TRAINED BY THE SOFTWARE COMPANY AND ARE FURTHER INSTRUCTED AS NEEDED OR AS CHANGES OCCUR. THERE HAVE BEEN NO NEW REQUESTS FOR TRAINING AS ^� STAFF HAS BECOME ADEPT ON THE DATA ENTRY EQUIPMENT NOW IN USE. Microfilm Section - Equipment 27 . The Clerk is legally required to keep a copy of most documents filed. Microfilm is used to make these permanent records. 28 . The Clerk ' s microfilming work is done in two places, the main office and at a location on Main Street . New, speedier equipment has recently been purchased but is under-utilized because of lack of personnel to operate the machines. 29 . The Clerk ' s microfilming equipment is far superior to any other in the County, but it is used exclusively by the Clerk . Because there is such a need for microfilming in other county departments, General Services would like to assume responsibility for this equipment with the understanding that the Clerk ' s requirements would have first priority, but this suggestion has not been accepted. CLERK'S RESPONSE 27 . ALL FILINGS ARE MICROFILMED AFTER CASE HAS BEEN CLOSED FOR FIVE YEARS. 28 . WE APPRECIATE THE COMPLIMENT THAT WE HAVE GOOD MICROFILM EQUIPMENT. THE UNITS WERE PURCHASED WITH MICROGRAPHIC USER FEES WHICH ARE LIMITED TO THAT PURPOSE. THE EQUIPMENT IS UTILIZED AS MUCH AS POSSIBLE. 29 . FOR SEVERAL YEARS FILMING WAS DONE FOR THE SHERIFF, CLERK OF THE BOARD AND THE LIBRARY. COUNTY CLERK 'S FILM MUST BE CERTIFIED AS A COMPLETE RECORD DUE TO LEGAL REQUIREMENTS. MOVING FILES TO ANOTHER LOCATION FOR FILING WOULD CREATE 9 MORE RISK OF LOSS. DEPUTY CLERK CERTIFICATES ARE REQUIRED ON ALL ROLLS OF FILM REQUIRING DEPUTY CLERKS TO DO THE FILMING. County Clerk-Recorder 30 . The Clerk-Recorder is an elected official. Elected department heads are answerable to the Board of Supervisors and the County Administrator only for their budget and space allocation. In terms of internal operations of their departments and implementation of their programs, elected department heads are responsible only to the voters. 31. The present Clerk-Recorder has been the department head since 1973. Examples of his management methods are: a. Budgetary requests for his department are not adequately substantiated by facts and figures. b. There are no long-range plans, no mission statement , no job or departmental goal-setting, and no measure of performance. c. There is no clear chain of command, and most decisions must clear through him. 32 . Many of the people interviewed stated that this is one of the most difficult departments to deal with, both by the public and by other county departments. CLERK'S RESPONSE 30. THE COUNTY ADMINISTRATOR, ALONG WITH THE BOARD OF SUPERVISORS CONTROLS SPACE, BUDGET, STAFFING AND EQUIPMENT FOR ELECTED OFFICIALS. THIS EFFECTIVELY REMOVES REAL INDEPENDENCE. 31. A. BUDGET REQUESTS ARE FILED UNDER ALL CRITERIA ESTABLISHED BY THE COUNTY ADMINISTRATOR STAFF AND AS ADDITIONAL REQUESTS ARE MADE, THE MATERIAL IS PREPARED BY MY ADMINISTRATIVE SERVICES OFFICER. B. LONG RANGE PLANS, MISSION STATEMENT, GOAL SETTING AND PERFORMANCE MEASURES ARE A PART OF THE BUDGET MESSAGE AND OUR MEANS OF CATCHING UP AND REMAINING THERE. SEE COPIES AT END OF THIS ANSWER. C. OUR OFFICE CHARTS SHOW OUR CHAIN OF COMMAND WHICH IS THE SAME IN MOST COUNTIES. SINCE I AM LIABLE FOR OUR ACTIONS, DECISIONS ARE MY PREROGATIVE. 32. THE STATEMENT THAT WE ARE DIFFICULT TO DEAL WITH BY PUBLIC 10 AND DEPARTMENTS IS VAGUE. WE HAVE A FILE OF COMPLIMENTS FROM THE PUBLIC, ATTORNEYS AND OTHER COUNTIES. OUR GREATEST PROBLEM HAS BEEN THE DELAY IN ALLOWING US TO SPEND OUR USER FEE AUTOMATION FUNDS TO ABSORB THE EVER GROWING VOLUME OF WORK. BECAUSE OF PAST TREATMENT AND EXCESSIVE CHARGES, WE HAVE STRONGLY OBJECTED TO USE OF THE MAIN FRAME COMPUTER. SOFTWARE HAS BEEN WRITTEN FOR OTHER COUNTIES AND IT PERFORMS WELL. IT SHOULD NOT BE NECESSARY TO REDISCOVER THE WHEPEL EACH TIME WE WISH TO ADD FUNCTIONS TO COMPUTERIZATION. �s 11 CONCLUSIONS The 1987-88 Contra Costa County Grand Jury concludes that: 1. The physical resources for the court filing system are not adequate. a. The space devoted to court case files is not adequate for the increasing case load, and this results in excessively crowded working conditions in the Clerk ' s off-ice. b. Moving sections of files between different locations results in a significant waste of time. C. Even though lost or misplaced files can be reconstructed, it is difficult, time-consuming, and not always completely successful. It is inevitable that files will be lost or misplaced when the volume and frequent movement of paper is so massive and when documents can so easily be removed from the office with no record of who has them. d. The present computer , used to maintain the Registers of Actions, lacks the capacity necessary for effective use of the system. e. Equipment used to microfilm files is new and adequate but is not fully utilized for other county tasks. CLERK'S RESPONSE 1 . PHYSICAL RESOURCES ARE NOT ADEQUATE. OUR MICROGRAPHIC AND AUTOMATION USER FEES ARE HELD UP SO THAT OUR PLANS CANNOT PROGRESS. a. WITH THE ASSIGNMENT OF THE FORMER JURY ASSEMBLY ROOM FILE SPACE HAS FINALLY BEEN IMPROVED. b. MOVING SECTIONS OF FILES MAY BE A WASTE OF TIME BUT ALLOWS US TO PERFORM OUR FUNCTION. C. THERE HAVE ACTUALLY BEEN FEW FILES LOST. A VERIFICATION OF THE CASES LAST HEARING USUALLY PINS DOWN THE COURT HOLDING THE FILE. d. WITH THE DATA GENERAL MV10000 COMPUTER IN THE COURTHOUSE ALL ACTIVE CASES ARE IN ON-LINE STATUS. e. MICROFILM EQUIPMENT WAS PURCHASED USING MICROGRAPHIC FUNDS FROM USER FEES. THE LAW LIMITS THE USE OF THESE FUNDS. 12 2 . Use of human resources should be improved. a. There are no documented work procedures detailing steps necessary for maintaining case files. b. Increased case loads due to expansion of the courts have not been met with additional personnel or improved work procedures. This has resulted in excessive use of overtime and temporary employees, as well as increasing work backlogs. C. Inadequate initial, continuation, and cross-training between and among tasks prevents effective use of personnel in meeting work loads. d. Employee morale is adversely affected by lack of performance evaluations, lack of authority at the supervisory level, too many cases of supervisors ' performing clerical work during peak needs, and a general lack of communication. The absence of an evaluation system also makes it difficult to fire incompetent employees. CLERK'S RESPONSE 2. INCREASED VOLUME - INADEQUATE STAFFING a. THE STATUTES PRESCRIBE THE PROCEDURES REQUIRED TO MAINTAIN CASE FILES. b. REQUESTS FOR STAFFING TO COVER INCREASED VOLUME FALL ON DEAF EARS. c. STAFF PERFORM THEIR VARIOUS TASKS IN A PROFESSIONAL MANNER. INCREASING VOLUME MUST BE PROCESSED IN A TIMELY MANNER. OUR AUTOMATION IS SOLVING THIS PROBLEM. d. THESE POINTS WERE ANSWERED UNDER 10 A AND B, 11, 12, 13 . 3 . Several areas of work procedures do not meet the demanding requirements of expanding work loads. a. The lack of statements of missions or goals hinders effective use of personnel. b. The multiplicity of statutes governing the retention of records and the lack of clearly defined document- destruction schedules result in retaining many files too long. This adds to space problems. 13 c. Two different organizations preparing similar court calendars causes scheduling problems. d. Lack of modern information-tracking systems inhabits budgeting, backlog tracking, and obtaining and utilizing other information essential to opera,-ung a cost-effective effort. e. Services within this department often inefficiently duplicate services available through other departments. CLERK'S RESPONSE 3 . BUDGET AND STATEMENTS a. MISSION STATEMENTS AND GOALS ARE SUCH AS TO PROCESS COURT DOCUMENTS IN A TIMELY BASIS SO THAT THEY CAN BE READILY LOCATED, FILED, PULLED FOR HEARINGS AND REFILED. b. RETENTION OF RECORDS IS COVERED UNDER 17 WITH FILMING ALLOWED AFTER CASES ARE CLOSED FOR FIVE YEARS. C. COURT CALENDARS ARE COVERED IN 7 FOR COURT ADMINISTRATOR AND COUNTY CLERK USING CIVIL, FAMILY LAW, PROBATE, CRIMINAL AND JUVENILE CASE INFORMATION FROM THE COUNTY CLERK. THE SYSTEM WAS CHANGED SOME TIME BACK FROM FORMER PROCEDURES. d. OUR BUDGETING EFFORTS FOLLOW RULES ESTABLISHED BY THE COUNTY ADMINISTRATOR BUDGETING SECTION AND OUR COUNTY ADMINISTRATORS OFFICE PREPARING REQUESTS UNDER THAT CRITERIA. e. THE STATEMENT THAT SERVICES DUPLICATE OTHER DEPARTMENT SERVICES IS NOT SPECIFIC AND HAS PREVIOUSLY BEEN ANSWERED. 4 . The department needs"better leadership. a. Sensitivity to motivation and to the needs of people within the department is not adequate. b. Too little use is made of expertise available outside the department. One example is the computer selection and implementation assistance available from the Data Processing department. c. Delegation of minor decision-making to lower management has not been practiced. This inhibits the development of skilled supervisorial and managerial talents at all levels. 14 d. These conditions have existed for many years with little significant progress toward correction. CLERK'S RESPONSE 4 . STAFFING - EMPLOYEES a. SENSITIVITY TO MOTIVATION AND NEEDS IS ACTUALLY STRONGER THAN IN MOST DEPARTMENTS. b. EXPERTISE AVAILABILITY, SEE 24, 26 . COURT NEEDS HAVE BEEN INVESTIGATED BY MANY COMPANIES AND MANY COUNTIES. SINCE THE SOFTWARE HAS ALREADY BEEN WRITTEN AND TESTED THERE IS NO REASON TO START OVER. IN-HOUSE COSTS FOR COMPUTER SERVICES ARE PROHIBITIVE. c. WITH TURNOVER BY RETIREMENTS, NEW MANAGEMENT HAS BEEN HIRED AND NEW STAFF MUST LEARN. d. AN ANALYSIS IS OF SHORT TERM AND NOT NECESSARILY ANYTHING BUT A BIASED STATEMENT. 15 RECOMMENDATIONS The 1987-88 Contra Costa County Grand Jury recommends that: 1. A joint study of court filing tasks, work loads, and work methods be undertaken immediately by the Clerk ' s d_,partment and the County Administrator . Written mission and goal statements should be made, modern job procedures formulated and implemented, space needs identified and provided, information systems created, and other needs identified. Outside consultants should be considered to assist in this task. The recommendations of this study should be speedily implemented by the Clerk-Recorder . CLERK'S RESPONSE 1. OVER RECENT� YEARS THE CLERK HAS REQUESTED STUDIES AND ACTION. UNTIL OTHER DEPARTMENTS HAVE COMPLAINED OVER LACK OF PROGRESS NO ACTION WAS SEEN. WE WERE FINALLY GRANTED PERMISSION TO ACQUIRE A COMPUTER AND THE NECESSARY ENTRY UNITS USING OUR AUTOMATION AND MICROGRAPHICS USER FEES. IT HAS TAKEN OVER TWO YEARS TO GET APPROVAL FOR AUTOMATION. MANY COMPUTER COMPANIES HAVE WRITTEN SOFTWARE PROGRAMS TO PERFORM THE CLERK AUTOMATION NEEDS. 2 . The Clerk-Recorder actively seek opportunities to use services available through other departments and to provide services to others where possible. Examples would be use of mail pickup and delivery by General Services and shared use of microfilm equipment by other departments. CLERK'S RESPONSE 2. USING SERVICES BY OTHER DEPARTMENTS HAS BEEN COVERED UNDER 5, 7, 29. WE USE GENERAL SERVICES MAIL PICKUP AND DELIVERY TO AND FROM DEPARTMENTS. WE HAVE ALLOWED CLERK OF THE BOARD USE OF OUR MICROFILM EQUIPMENT AND HAVE DEVELOPED THEIR FILM. 3 . The Clerk-Recorder establish responsibilities and authority for each supervisory group, to be implemented by delegating both responsibility and authority to lower levels. CLERK'S RESPONSE 3 . RESPONSIBILITIES AND AUTHORITY BY GROUP HAS BEEN IN EFFECT FOR SOME TIME. I DO NOT KNOW HOW MUCH MORE BREAKDOWN IS NECESSARY SINCE WE ALREADY COVER COURTS, DOCUMENT 16 PROCESSING, FILING, CRIMINAL JUVENILE, CIVIL, FAMILY LAW AND PROBATE. COMMENTS In spite of low morale, employees appear to be conscientious and hardworking. We applaud the fact that four of the supervisors in the Clerk ' s, department have recently started meeting together on a monthly basis to identify problems and find solutions . ' CLERK'S RESPONSE REFERENCE IS MADE TO LOW MORALE. IF THIS WERE THE CASE, I WOULD ASSUME SOME WOULD TRANSFER. Government Committee: Clyde Parkhurst, Chairman Carol C. Carsten Sara L. Ferreira Mel Walsh 17 CONTRA COSTA COUNTY COUNTY CLERK'S OFFICE TO: PHTL BATCHELOR, COUNTY ADMTNISTRATOR FROM: JAMES R. OLSSON, ,COUNTY RK - RECORDER - REGIRSTRAR OF VOTERS SUBJECT: GOALS AND OBJFCTIVF.S FOR 1987-88 DATE: AUGUST 10, 1987 FISCAL YEAR I have attempted to answer your requests by covering each of my three departments listing progress for 1986-87 and current goals for 1987-88. GOALS ACCOMPLISHED 1986-87 CLERK 1 . Have: plans approved for Court House remodel with additional space assigned. 2. Automation for Criminal, Family Law, Civil, Probate, Law and Motion processed into our computer. We are building case transactions, minutes, etc. into memory as cases are filed and scheduled for. Court. 3. Staff has been trained to operate the data entry equipment. Calendars are produced on a daily basis. We have been able to absorb and stay current with a daily filing increase of over eight per cent. 4. We were able to improve rappor with the judges and their needs. 5. Our Automated Government Systems purchase has step by step been slowly automated as equipment is acquired. RECORDER 1. Our Recorders Information System, after several software changes, has absorbed our property transaction increased volume .and improved public services. Our revenues have increased dramatically with heavy real estate transactions. 2. Part of our vital statistic automation has been accomplished. ELECTIONS 1. Our Election Department has a very efficient automated system with incorporated software updates to conform to new Election Laws. 2. Many counties look to us for procedure he�lp'.and are now using the same voting system and processing developed by DFM. 3. Robert Delevati has done and excellent job in completely managing the department. 4. We continue to process mailings for the Tax Collector and Assessor. 5. Our operating costs are low compared to other counties. 6. We have started billing jurisdictions in advance for unscheduled elections. Fiscal Management becomes difficult to control as we have been into automation conversion, increased filings, the extended use of paupers oaths for filings (which caused us to lose over $110,000 in filing fees) increased, lengthy criminal case appeals and the use of four juvenile hearing locations rather than two. Any overexpenditures not budgeted were covered by unanticipated revenues in my recording division. GOALS FOR 1987-88 We wish to _acquire a Data General MV 15000 to process Recorder and Election work, paid for by Recorder Automation Funds. The Data General MV 10000, now in use, would be transferred to the Courthouse to the computer space currently used by the Court Administrator. This equipment will handle the processing for the Clerk's Office and Court Administrator as well as the new Court needs called for by AB 3300 which has a start up date of January 1, 1988. We expect to increase Clerk Automation fees from $1.00 to $4.00 after a meeting and Board hearing. We want to start an automated Marriage License ,Program using Recorder Automation Funds as requested by the State Health Services to remove erasures, white outs and corrections as well as a means to prepare the required letters on expirations and to prepare statistics. 1. Staff development and training has progressed with many management and staff enrolling and receiving certificates for the many county courses offered. Several also take night school and extension courses. We regularly have sessions for classifications to cover new laws and procedures. Several manuals have been developed. There will be some drastic reorganization with late 1987 retirement of my Assistant County Clerk and Assistant County Recorder. We have been confronted with too many laws requiring additional statistics and acceptance of more- court documents as well as property transactions. 2. Affirmative Action - We have updated our plan, keep copies posted and furnish to new employees and have been able to improve our ratios in the Clerks, Recorders and Election Divisions. 3. Productivity Indicators ,become apparent with daily processing being accomplished with low staffing compared to other counties. We furnish monthly court statistics to the State Judicial Council but due to funding restrictions they do not prepare the comparisons. I find that attitude and pride does much to keep our production up. The addition of space and needed automation should keep our operations running efficiently. Our automation has been held back even though most of our needed funding comes from user trust fees. Our cable requests were not done properly and some equipment ordered for us was not compatible. The Courts will be starting with the AB 3300 case speed up program. The cable to the existing courts has not been completed as well as in the new Court Annex. No meeting has been called to settle on the increased automation charges for the Municipal Courts and the Clerk. The delay causes loss of fees needed for computer equipment. Each project automated will save time and money. 3. Disaster plans have been updated and posted. We keep our records in two locations. Staff from all three divisions have attended training sessions. In the event of a problem we could fall back on our duplicatE records and proceed. Our request for the Data General MV 15000 in -addition to speeding our processing capability would allow us to keep in operation. 4. Productivity Investment Fund could be helpful but our Automation user fees wotild be a more timely answer since the Courts under AB 3300 have October 1987 and January 1988 deadlines. I find that no one will meet with me but others meet and decide on the needs of my departments. Staff is anxious to proceed with our automation projects and the expansion of our filing space to ease our processing problems. I look forward to meeting with you as your schedule permits. 14/1 CONTRA COSTA COUNTY COUNTY CLERK'S OFFICE TO: PHIL BATCHELOR, COUNTY ADMINISTRATOR FROM: JAMES F.R. OLSSON, COUNTY CLERK - RECORDER { SUBJECT: GOALS SUMMARY 1985 and 1986 DATE: AUGUST 7, 1986 COUNTY CLERK, COUNTY RECORDER AND ELECTIONS The requested report on goals and progress from 1985 and new goals for 1986 was delayed due to several factors. Retirement of my Election Supervisor allowed his assistant to take over•and upgraded our Date Entry Supervisor to fill the other vacancy. She was injured by a rear end auto accident which will require two surgeries. Her replacement is on board as a provisional awaiting an examination. We are covering six positions in the Clerk's Office with provisional appointments while awaiting Superior Court Clerk and Legal Clerk Examinations. I became involved in an election campaign that created a good deal of animosity and extra effort. I was injured at work due to a slip in rain puddles caused by dripping umbrellas in the back hall. At this time, I have mail and correspondence delivered to my home and keep in contact by telephone. I assume that these and other problems will soon be settled so we can progress with our plans. I personally feel that we have made great progress in our automation needs, training, assignment rotation, affirmative action, budgeting requirements and other functions allowing us to give good and timely service to the public at reasonable cost. Our court service and efforts are also producing better r'appor with the judges and their needs. Staff have made extensive use of the personnel classes. GOALS ACCOMPLISHED 1985-86 Clerk - implemented automated calendar and receipt register. Increased revenues and moved Crim nal Section to the • new Jail Annex to be available to Criminal -Court. Recorder - remodeling of office space, automated retrieval system and increased revenue. Elections - system lauded as one of the best in the State. Primary election went smoothly after Lon Underwood's retirement. " CURRENT GOALS AND OBJECTIVES 1986-87 CLERK - includes Civil, Probate, Criminal and Juvenile Immediate goals include the following done daily 100% of the time. 1. Process a minute order for all proceedings heard that day. 2. By 2'p-m. have completed civil calendar for the following day. 3. Law and Motion calendar completed three days in advance. 4. Two Family Law calendars completed two days in advance. 5. Pull all appropriate case files and Register of Action cards. 6. Process all new pditions received including filing. 7. Prepare Probate calendar five days in advance. 8. Juvenile Calendar two days in advance. 9. Criminal calendar two days in advance. 10. Process all new complaints and petitions supporting and opposing Law and Motion documents. Following done within four days 100% of the time: 1. Two days, process highest priority documents. 2. Two days .of receipt of petition open all cases. 3. Three days of receipt, process all subsequent petitions requiring hearing dates. 4. Three days of sentencing, process all commitments. 5. Five days of termination of trial, collect balance of fees. 6. Five days of receipt, process lesser important priority documents. 7. Five days of receipt, file non-priority documents in appropriate file. B. Five days, process all miscellaneous filings. 9. Ten days, process all non-priority documents. According to Review of Productivity Measures: "no recognized productivity measures for any Clerk-Recorder functions", just rough numbers to compare some costs. Data accumulated monthly is sent to State Judicial Council but "to our knowledge" has not been used to measure productivity and "we know of no individual worker performance standards for court clerk staff." Also, in 1986-87 we hope to have a register printer with translator. We will tie records of courts both to and from the courts and to interested departments. AGS (Automated Government System) will fully automate Civil and Probate record keeping and calendaring processes. It will provide more efficient storage, quicker access to court records, less record storage space and ultimately reduce time spent processing court records. This system has been approved and work is going on now to get the system in. The Criminal JAAC system on or about September 1, 1986. System should meet short and long term goals for automation. Criminal record keeping and calendaring procedures will be fully automated providing, for more efficient storage and quicker access to court records. After AGS is installed, Juvenile system will be automated with existing MV100A Data General computer and a minimal amount of new equipment. We would also like to see more space made available for the Clerk's Department as well as the installation of carpeting in the existing department to help on sound problems.- Additionally we want to fill our provisional positions with qualified personnel. With the lease of additional space on Main Street, we have been able to expand our Clerk and Recorder microfilming to free space in both sections. Recorder - automation: Plans for a computerized receipt systelp which will be much faster than the current hand written system, will also provide reports of percentage of fees to be distributed to other agencies. The entire vital statistics index is on line this year to enable us to find information more quickly resulting in faster service to public. Since January, 1986 recorded document index is on line. We plan to have 1984-85 on line this year. We also have plans for a phone line system to tie into Title Company computers, for quicker access to information. Add third memory disk to system to hold increased information. By Law, Recorder has ten days to examine subdivision maps for filing. We generally file within three days. With the considerable increase in recording volume this year, coupled with a fixed staff, it will be our goal not to exceed three days for examining at all times. For the past decade the Recorder's Office has fluctuated greatly in mailing back recorded documents. At some points mail runs only one week behind recordings (which is minimal period to allow for correcting filming errors) to up to six weeks behind, due to thin staffing and poor supervision. With automation and a small increase in staff in recent months the section of office responsible for mail has reduced delay in return to two weeks - which is optimal. Assuming no further increase in workload and no loss of personnel, it is our goal to continue at this level at all times with the possible exception of bulk recordings of tax liens which sometimes exceed 4,000 documents. Finally, we would like to improve maintenance on existing equipment used by the public and to provide more accurate directions for use of the equipment. There are no productivity standards for recorders; The State Recorder's Association neither keeps nor shares this kind of information. We have our own standards, but aren't aware of other counties standards. We do know that we continue to record more documents per employee than any p other county in the State. Elections - Newly appointed- elections chief, Bob Delevati is continuing the excellent reputation of our Election Department with the June primary coming off without any problems. The system is one of the most efficient in the State. Our department costs are $4.13 per voter with the highest__ cost in the State at $11. The average per ballot printing cost in California is $1.89, our is about $.43. Monthly time studies in the data entry division help us examine workloads. Regular staff meetings continue to apprise employees of regulations, rights, new procedures and law changes. Our goals include trying to more efficiently staff our polling places and to continue to update voter rolls. All Departments - Goals: Develop a system to eliminate wasting weeks of training temporaries only to lose them to other departments when permanent positions become available there sooner. We spend far too much time training employees to lose them. Affirmative Action December 1985 Department Analysis prepared by Ms. Emma R. Kuevor, Affirmative Action Officer notes we need to have more Hispanics and promote more minorities. This still holds true. We will' continue to incorporate these specific goals of hiring within the Clerk-Recorder workforce as qualified individuals become available for open positions. Also intend to get Barbara Chambers, Recorder's Office Manager involved in the program. Training - Special Courses Improve employee attitude and morale. Improve employees public relation skills - ie: speaking coherently to public, dressing appropriately for the work place (not grubby jeans) . Improve overall look of office to more "professional" look. Refresher training for supervisors as well as a series of special training courses covering all aspects of supervision - from handling staff and the public to specific duties expected of supervisors would be helpful. Courses offered by the Personnel Department could be required for all supervisorial personnel. Over half the staff participate in fitness programs as members of Bocce Ball teams and softball teams with ?1'� PRODUCTIVITY ENHANCEMENT NOMINATION COUNTY CLERK ' S OFFICE - CIVIL SECTION AUTOMATION MANDATES By law, the County Clerk (as ex-officio Clerk of the SuperiorCourt) is mandated to provide civil support services to the Superior Court and provide Superior Court civil related services to attorneys , litigants and the general public. OBJECTIVES Civil objectives are as follows : 1 . Provide support services to the Superior Courts and the Family Law Commissioner. 2. Maintain a permanent public Register of Actions of the Superior Court. 3 . Process legal documents. 4 . Enter judgments , provide notices, prepare and issue Writs and file court orders . 5 . Prepare and distribute daily court calendars . 6 . Prepare records of appeals . 7. Provide procedural and administrative services relative to Appeals , Probate, Civil and Family Law matters under the Superior Courts jurisdiction. 6 . Collect fees when applicable. 9 . Submit various reports to the State Judicial Council . AUTOMATION We are fully automating all our functions for Probate; Family Law and Civil via the Automated Government Systems (AGS) Civil case management system. Both Probate and Family Law have been fully operational for sometime. We only recently went on-line with Civil and have a long ways to go before we are fully operational . QUALITY ENTER, STORE AND RETRIEVE DATA On-line capability has greatly improved our ability to enter, store and retrieve data . Productivity Enhancement Nomination Page 2 We ,-can immediately access our court records to enter data . This is a tremendous improvement over our old manual system whereby we had to physically pull the Register of Action card , type our entries and then return the Register of Action cards to their storage locations . We can immediately look up data . This is also a tremendous improvement over our old manual system where we had to physically pull the Register of Action cards or the case files. The on-line ability to quickly enter and retrieve data cannot be overstated. STANDARDIZED ENTRIES All entries to our court records are standardized . These standardized entries are made via a two or three digit code. This is a tremendous improvement over the old manual system whereby we manually typed one or two line, non-standardized entries . We are able to tightly control our entries . NOTICES OF TRIALS AND HEARINGS FOR SUPERIOR COURT The processing of the Notices of Trials and the Notices of Hearings for the Superior Courts has been tremendously improved. Prior to automating, the Superior Court Administrator sent out the Notices of Trials and the Notices of Hearings . We subsequently filed the.;original document and then posted and calendared the trials or hearings. The new system enables the Superior Court Administrator to send out the Notices of Trials and the Notices of Hearings , post the action in our case records and calendar the trial or hearing. This saves time for both departments. COURTROOM ON-LINE CAPABILITIES CASE HISTORY AND CALENDARING Eventually all Civil Courts will be on-line. This will enable the Courts to immediately access our data . Immediately accessing our Court records will enable Court personnel to immediately ascertain the status of a particular case. For example, if an attorney says that he/she filed a particular document on such and such a date, the Court Clerk or Judge will be able to immediately access the case history to determine if in fact that this is the case . Productivity Enhancement Nomination Page 3 The Courts will be better able to manage their caseloads by immediately accessing their court calendars . Court personnel will be able to view their calendars and pick the best available dates without having to make telephone calls . COURTROOM ENTRIES The two Family Law Departments Court Clerks can make on-line entries in the courtroo!,. This saves a tremendous amount of time as they no longer have to physically travel to the Clerk' s office , pull the Register of Action card, manually type the entry and refile the Register of Action card . (We intend , at this time, for our Family Law Departments , Probate Department and Law and Motion Department to be the only departments to be able to make on-line entries) . QUANTITY Automation has enabled our clerical staff to more efficiently process our civil clerical support to the Superior Courts . This is so because we can better enter as well as retrieve data . COST Once the system is fully operational , we will be able to process our increasing civil workload with fewer people. This will ultimately impact future requests for additional staffing. In addition, overtime costs have already been reduced. TIME We estimate that we will eventually be able to process our civil workload approximately fifteen to twenty percent faster. However , this estimate is a questimate as Civil `automation is still in the infancy stage . TO: M. G. wINGETT, COUNTY ADMINISTRATOR FROM: JAMES R OLSSON, COUNTY CLERK -� RECORDER SUBJECT: DEPARTMENT HEAD PERFORMANCE VALUATION DATE: MAY 7, 1912 The county has the 'advantage of over thirty five years of county operations experience with me now in my ninth year as an elected official. My four department_ run smoothly in spite of increased mandates, county growth and decreased resources as a result of experienced, loyal staff who really try, as part of my team, to keep current. Our expanding use of microfilm and my elections computer capabilities has allowed us to process our annual eight to ten percent workload increases without increased staff. Direction, Initiative, Leadership Have been able to streamline operations to meet deadlines and workload increases by improved filing, indexing and equipment upgrades. Have changed Clerk of the Board agenda format and indexing to cover increased agendas with less staff . word Processor and expanded indexing will maintain continuity. Assertively promoted new election administration computer oriented procedures and worked agressively on new vote system selection and successful use. Have pushed design of varied facilities and updated procedures to conserve resources. Clerks office filing now gives service through counter windows. Use of a telephone recorded message for marriage license information. Have prepared same for fictitious business names. Expediting filming of records to provide more file space and am improving retrival potential. Have been redesigning office space and selecting microfilm equipment under our Micro- graphics fund to take advantage of latest micrograph retrival and process technology. Productivity Measurable factors between counties becomes difficult between General Law and Charter, (space charges, data processing charges, utilities, maintenance, etc.) Comparisons have been filed during recent budget sessions. Please see attached charts. Organization and staffing All four of my departments are service groups giving service to the public, the Board and other departments. Even -.with population growth, automation and experience have allowed us to absorb the over eight percent increase in work volume with less staff. I have been able to upgrade many deserving employees and have created career ladders within my organization. Our cross training allows us to cover sick leave and vacations in areas with daily requirements. Affirmative Action Have updated our plan and have made gradual gains even with lack of staff increases. Our ratios of minorities have improved. Women are reflected in 87% of my staff while management positions held by women on my staff has increased. Our minority employee ratios have also improved even though turnover is minimal. Finance Budgeting has become more of a challenge than a science. New fee schedules have assisted in increased revenues. We cannot be blamed for the economy that strongly affects property transactions. Please see productivity (attached charts) for revenue information comparisons. Coordination My four departments perform many services for each other as well as other departments. My elections Data Entry Unit services the Clerk, Recorder and Clerk of the Board. They deliver agendas and background materials each Friday. Legal postings are also done. Mailings are done on a regular basis for Assessor, Tax Collector and Jury Commissioner as we.11 as as needed for service for Retirement and Auditor. We are organizing a coordinated envelope order to save on costs. The. Clerk operates its postage meter for all four departments and acts as back up for the Jury Commissioner and Central Service. In Richmond the meter .services the Clerk, Veterans Service and Bay Municipal Court. Microfilming and processing is done for Clerk of the Board and Elections as well as a cooperative effort for Clerk and Recorder. Film processing is also done for the Sheriff and the Library. We now furnish information for the Assessor on all Probates with mailed notices. We coordinated an election mailing- with the Assessor to save their mailing costs. This procedure has been adopted by several other counties. We prepare and distribute over one hundred calendars daily for use by the courts, attorneys and the public. Communication As production departments,information has always been handled as a ,two way street with staff. Quick resolution of problems and questions has always been the rule. Since we are on strict deadlines, we all find it frustrating to fail to receive answers. Any shortcomings in communication to the Board, Administrator or other departments is :more than offset by contact with public customers. Our voter outreach program has been almost too successful in signing up new voters. Planning A Plan has set priorities so that changes are happening in an orderly fashion without disrupting our day to day operation. With some cooperation,our micrographics plans can make our county one to be copied with film type, retrival ease and means to assist the customers. Our staff ratio to collections, documents recorded and service puts us in a good light compared to other counties in the state. We have laid a good ground-work to convert to a word processor for Board records and even with decreased staffing can convert in an orderly manner as soon as equipment is available. The Court operation has begun the bulk of the audit recommendations which has allowed us to absorb the eight to ten percent increased annual filing volume. Conversion of the register of actions has been delayed due to elections equipment software require- ments. The conversion costs and problems encountered in other counties requires additional study. Our new voting processing and voting resulted after visits to Portland, Los Angeles and Riverside along with many vendor meetings. Responsiveness My four departments maintain schedules on directives and referrals to fullest extent possible. We find it difficult to be continually requested to expand on requests and answers. We file requests promptly but encounter continuing delays in responses to us. The continuing requests indicate a lack of knowledge of the subjects. My Administrative Officer has improved our responsiveness by speaking the same language as other analysts. Public Relations Elections has been the greatest purveyor of news with new election administrative system and- new voting system. We have moved into an outreach program to get residents registered as voters and to turn out the vote. Our elections outreach program has been coordinated with eight Bay Area Counties resulting in a heavy registration and an awareness by the public. Our registration percentage and vote turn out is one of the ,highest in the state. Our court files are made available to the press on a daily basis along with the Clerk of the Board furnishing agendas and background material to the news media. Participation Tam active with County Clerks Association and a member of the elections committee. A member of Recorders Association and on Legislative committee. Active with Elected Officials Association and on the board. Installed as 2nd Vice President in February. Member of the Micrographics Association and attended the last national meeting in Los Angeles and am active in Bay Area meetings and equipment shows. After instigating a meeting to improve Board of Supervisors procedures and orders was placed on Board Order standardization committee. Projections We plan to acquire much of the micrographic equipment needed to assist the Recorders Office in improving their record retention and search capabilities. The office remodel will also be paid frommicrographics non-county funds to expedite and save costs. I propose moving my marriage licensing, passport, citizenship and fictitious business name sections to 822 Main Street along with dog licensing that now appears to be an orphan that will not be transferred from my jurisdiction. This proposed move should relieve some of the congestion in my legal section of the Clerk's office. My Clerk of the Board has ordered a Word Processor which should be of great assistance in processing the additional work flow. My Election department should implement more of the automated voting process and provide additional services to my other departments at reduced costs. I would hope the county will be successful in removing legislatively some of the mandates that constantly increase our work load. CLERK OF THE BOARD Meetings Orders Ordinances Publications Held Adopted Adopted Ordered 1978 69 6,269 96 366 1979 69 6,401 129 434 1980 58 6,570 96 311 1981 60 6,665 77 250 1982 60 6,704 88 212 ASSESSMENT APPEALS BOARD Appeals Meetings Orders Filed Held Adopted 1978 3,531 38 645 1979 674 27 606 1980 715 48 3,891 1981 46 1,005 RECORDER 78-79 79-80 80-81 81-82 No. of Documents Recorded 204,930 192,963 189,577 144,430 thru 5-6-82 Revenue Recording Fees $808,235 $759,748 $751,110 $729,869 Transfer Tax 2,568,422 2,519,222 2,854,609 1,518,940 Monument Fee 58,740 58,930 51,320 33,670 Sale Microfilm 33,120 37,926 39,502 27,133 Space Rental 4,200 4,200 4,600 5,460 TOTALS $3,472,717 $3,380,026 $3,701,141 $2,315,072 * 81-82 through May 6, 1982 JANUARY 4, 1982 RATIO OF NON-JUDICIAL EMPLOYEES (COUNTY CLERK) TO JUDICIAL POSITIONS COUNTY JUDICIAL POSITIONS COUNTY CLERK -RATIO 1. Contra Costa 17 58 3.41 2. Sacramento 27 100 3.7 3. Riverside 20 72 3.6 4. Alameda 34 139.5 4.10 5. San Mateo 16 66.5 4 .15 6. Solano 5+ 22 4 .4 7. Kern 11 49 4 .5 8 . Marin 6 34 4.8 9. San Bernardino 25 137 5.48 10. Monterey 7 41 5.85 COUNTY CLERK. Activity (Cases Filed) 78-79 79-80 8-81 81-82 Civil 12,099 10,979 12,212 11,529 Probate 1,574 1,642 1,804 1,772 Criminal 1,214 1,059 1,024 1,046 Juvenile 4,461 4,116 4,469 4,060 Appeals (Lower Court) 566 491 485 518 Habeus Corpus 101 134 137 156 Adoptions 334 280 261 282 TOTALS 20,349 18,701 20,391 19,263 Documents Passports 1,489 1,218 1,119 1,265 Marriage Licenses 3,767 3,982 3,655 3,997 Dog Licenses 54,916 56,263 54,515 49,740 (includes 1,933 Ficticious Business Names 2,829 3,817 4,922 4,453 Senior Citizens) TOTALS 63,001 65,280 64,411 59,455 Income Filings 362,674 347,216 569,819 807,292 Copies 74,403 100,881 132,699 146,740 Appeals 14,846 18,180 22,814 21,624 Marriage Licenses 21 ,705 25,297 33,215 39,026 Marriage Ceremonies 2,490 4,735 5,745 6,231 Dog Licenses 443,900 436,848 409,555 343,425 TOTALS $920,018 $933,157 $1,173,847 $1,364,338 * 81-82 Actual and Estimated f ELECTION DEPARTMENT Voter Registration 1976 1978 1980 1982 Primary 265,324 291,312 345,729 375,000 General 311,504 314,421 358,881 390,000 ^ Voting Precincts 1976 1978 1980 1982 Primary S1 968 631 627 General 913 853 671 650 Revenue 78-79 79-80 80-81 81-82 State Aid (Mandates) $9,290 $24,500 $44,910 $30,000 Filing Fees 19,328 10, 760 3,340 14,000 Election Services (City,District) 86,260 220,160 39,280 308,200 Sales (Maps,Lists) 2,270 6,110 9,600 10,000 Petitions No. Petitions Filed No. Signatures 78-79 3 77,000 79-80 3 83,000 80-81 4 185,000 81-82 8 234,000 * 1982 Actual and Estimated ANNUAL DEPARTMENT HEAD EVALUATION REPORT Name : James R. Olsson Date : _ ,Jima 5y 19R2 PERFORMANCE EVALUATION FACTORS DIRECTION, INITIATIVE AND LEADERSHIP: Jim, your initiative has lead to The extent to which the department head a number of recent improvements provides assertive leadership and in various of your divisions . airection to the programs and staff These efforts are appreciated. r,ider,4, his/her jurisdiction; shows ;niti,ative in identifying problems and issues in his/her program area gin—' developing innovative and effective ways of dealing with these ScSL'.E'S . C>�.; R.I'_72ATION AND STAFFING: The Appropriate staffing adjustments � ,tana to which the department head seem to be accomplished to meet effectively organizes and uses the workload demands . Budget staf :. .ittiin his/her department. constraints continue to strain Main+_airs , good working relationship existing staff in your dc_partmen'_ wi-.h employees and deals effectively as elsewhere . �,,i_th employee organizations and cr.ievances . rI`IANCE : The ability of the manager This year we seem to have reached tc e5timate the minimum financial an agreement on the budget level resources to perform assigned functions . and expenditures are within Adheres to the adopted budget with a appropriations . This has been an maximum effort to operate within area of my concern in the past. --ppropr_ations and collect appropriate CGORD NATION : The department head' s sh=ill -at coordinating programs and Your department has a reputation acti-.,-*.,,4.ies within his/her jurisdiction. (and perhaps undeserving) of acting The concern for and cooperation with independently at times . I am other departments , advisory committees impressed with coordinative efforts rc�.i.at_e' progr�a�S in achieving documented. We are appreciative overa11 county objectives . of these efforts. CO1%^NUNICAT ION: The skill of the This is an area I feel we should bot! department head in clearly and effec- work on. Perhaps in our discussion Lively communicating to his/her we can identify ways to better _ libordi-na-tes---Ke.eping_the_ Coun-ty__ _____ ___ _ communicate. I f-i-nd -some requests tc Administrator, Board of Supervisors , us unclear. It is clear you affected agencies and the public are often frustrated by our, lack informed regarding department of responsiveness . problems and activities . PRODUCTIVITY: Measurable increase in The workload in most of your all or a portion of the departments units has increased with no production as compared with resources increase in staff. used. This to be illustrated by some budget and output data or comparisons with other agencies performing similar tasks. AFFIRMATIVE ACTION: The extent of Although gains have been made, we department actions and the results need to improve minority repre- from initiating or supporting sentation in several areas when affirmative action strategies . turnover occurs and appropriate candidates are available. PLANNING: Success in developing The planning you have outlined shows clear objectives and goals for the good preparation for implementing department and planning the use of improvements . needed resources for successful achievement. RESPONSIVENESS : The extent to which Specific referrals to your office the department headresponds on a have always been answered. I know cooperative and timely basis to you feel we are not responsive to directives of the Board of Supervisors many requests. Often we don' t feel and/or County Administrator on we were given enough justification referral items and requests including for us to act. We agree that your budget submissions . ASO has assisted in our communica- tions. PUBLIC RELATIONS : The extent to The public image and relations of which the department head maintains your office seem positive. The . good public relations as indicated by only complaints I hear have been exampies of department initiated clients who occasionally think your positive publicity, staff relationship department has had workload problems. with clients and by the number and I have not heard these recently. nature of complaints from Board members and the public and reports by outside groups such as the Grand Jury. PARTICIPATION: The extent to which You have been an active participant department head participates in state in statewide associations and or regional affairs as indicated by have regularly attended department participation in multi-county head activities at the County level. organizations. Seeks to influence legislation and regulations as well as participating in general county operations as in department head task forces. M. G. WINGS County Administrator ANNUAL DEPARTMENT HEAD EVALUATION REPORT Name : James Olsson Date : June 15, 1981 PERFORMANCE EVALUATION FACTORS DIRECTION, INITIATIVE AND LEADERSHIP : I 'm confident that you are viewed The extent to which the department head as the leader in the various units provides assertive leadership and of your department. We think direction to the programs and staff identification of the need for the under his/her jurisdiction; shows election system replacement and initiative in identifying problems the effort of all those involved and issues in his/her program area to work on a solution as an example and developing innovative and of good planning and cooperation. effective ways of dealing with these issues . ORGANIZATION AND STAFFING: The Each unit of the County Clerk- extent to which the department head Recorder has a distinct function. effectively organizes and uses the Although the activity in one unit staff within his/her department. does not directly relate to the Maintains good working relationship others in work flow, we are pleased with employees and deals effectively to hear of expanded sharing of with employee organizations and support services . grievances . FINANCE : The ability of the manager to estimate the minimum financial Hopefully our staffs agreement on resources to perform assigned functions . budget needs for 1981-82 will Adheres to the adopted budget with a result in a fiscal plan which will maximum effort to operate within be followed. In the past, we have appropriations and collect appropriate not felt requested financial revenue. options were furnished and over expenditures frequently occurred. COORDINATION: The department head ' s skill at coordinating programs and We are not aware of coordination activities within his/her jurisdiction. opportunities within the department. The concern for and cooperation with But there is opportunity to improve other departments , advisory committees relationships with service depart- or related programs in achieving ments. overall county objectives . COMMUNICATION: The skill of the department head in clearly and effec- A flow of information and thus tively communicating to his/her mutual understanding might avoid subordinates. Keeping the County major long standing issues from Administrator, Board of Supervisors, becoming so aggravating. You affected agencies and the public have brought several of these to informed regarding department me this past year. problems and activities . P RC,DJCTIVITY : Measurable increase in Based upon the comparison you have ,,ll or a portion of the departments developed, the County Clerk operation production as compared with resources seems to exceed output for staff used. This to be illustrated by some - in other counties. budget and output data or comparisons with other agencies performing similar tasks. AFFIRMATIVE ACTION: The extent of department actions and the results We hope steps taken to avert from initiating or supporting affirmative action complaints will affirmative action strategies . be successful. I am told you were most cooperatiW in resolving the problem this spring. PLANNING: Success in developing clear objectives and goals for the We would hope some of the specific department and planning the use of suggestions in the operational needed resources for successful audit which you indicated support achievement. I for will assist in future improvements RESPONSIVENESS: The extent to which the department head responds on a I think there is opportunity for us cooperative and timely basis to to work more closely. My observation directives of the Board of Supervisors is that we are working independently and/or County Administrator on and have often not been responsive to each other. referral items and requests including budget submissions . PUBLIC RELATIONS : The extent to The Election Division received most which the department head maintains of the press attention and appears to good public relations as indicated by examples of department initiated have good relations with the media. In other areas we view lack of bad positi-ve publicity , staff relationship publicity as a plus. with clients and by the number and nature of complaints from Board members and the public and reports by outside groups such as the Grand Jury. PARTICIPATION: The extent to which Jim, I know you have been active in department head participates in state various statewide organizations. or regional affairs as indicated by You have attended most department participation in multi-county head activities and I hope to have organizations . Seeks to influence you participate more on department legislation and regulations as well head committees in the future. as participating in general county operations as in department head task forces. - 'i M. G. WINGETT County Administrator CONTRA COSTA COUNTY COUNTY CLERK'S OFFICE TO: M. G. WINGETT , COUNTY ADMINISTRATOR FROM: JAMES R. OLSSON , COUNTTY�CLERK - RECORDER SUBJECT: DE TMENT HEAD EVALUATION DATE: MAY 14 , 1981 As the elected County Clerk-Recorder for Contra Costa County I have direct responsibilities for the functioning of the County Clerk' s Office, the County Recorder ' s Office, Elections , Clerk of the Board, Dog Licensing , recording officer to the City Selection Committee , Commissioner of Civil Marriages along with other required duties. With major efforts being expended on program budgets , election systems , legislation and improve- ments to my operations I do not intend to file a full performance evalua- tion: but will furnish an outline of accomplishments and future goals . My Clerk of the Board , after absorbing the complete calendar function , has computerized their subject index through my election mini-computer operation. The—listing for 1979-80 contains 35, 722 references . This will be expanded and become a more useful tool each year . A procedure manual covering the varied functions is underway. My Recorder function has successfully absorbed new recording and fee require- ments . A proper tax lien procedure has been started and with the new fee for micrographics improvements this year will begin simplifying the looking up of records . Elections after successful elections last year have been involved in surveys of various voting and election processing systems . If approved , large savings in processing costs will result from the leap forward in computer operations . As a by-product the Clerk's register of actions can go a step beyond the Audit Report proposal. Clerk comparisons >with other counties had continually showed us to be understaffed. With the addition of four to replace temporaries and absorb new duties our overtime and comp time has been reduced. Our backlog of processing and filing has been reduced. Our staffing per judge has been improved from 3 . 3 to 3. 6 with comparable counties averaging 3. 5 to 6. 0. New filing fees for processing legal documents has more than doubled our collections which will continue to grow with the annual increase in filings of 8 to 10 percent . After an Affirmative Action problem I have reorganized our effort and have a dedicated liason to assist us in maintaining compliance. M,. G . WINGETT Page 2 MAY 14 , 1981 We have been able to coordinate as well as be responsive when the last minute return of the dog licensing program occurred without discussion or rules . This year more licenses were processed earlier at less cost . With extensive reclassification work and changes in duty assignments things are progressing well. ' I am a member of the State County Clerks ' Association , the State County Recorders ' Association , the State Local Elected Officials Association , a director and liason to the State Voting Commission and a member of two legislative comtiittees of these groups. A cash register was installed last year for the Recorder functions with good results and favorable comments by the Auditor. The cash register for the Clerk required special design and is now ready for installation. This should improve the audit trail on collections . Extensive work by my Administrative Analyst and your staff has produced agreement on budget needs . This should make for a smoother financial year. Many communications with staff have been prepared . Rules , procedures , Affirmative Action and work methods have improved cooperation. My Admin- istrative Officer has worked with each division and has improved coopera- tion . Each division works with other divisions in data entry needs , mail, microfilm , messenger service , -signing , form design and other cooperative services . I am planning a joint purchase procedure to assist all four divisions in inventory control by bulk purchases . Our training has been expanded along with improved relations with the judiciary and the bar . Improved telephone operation is being installed along with work station moves to improve work flow. We have made great progress in many areas this past year and plan to continue along the same lines in the future. ATTACHMENT B Sheriff.-Coroner Richard K. Rainey Contra Costa County r QQQ SHERIFF-CORONER Warren E.Rupf P.O. Box 391 Assistant Sheriff Martinez. California 94553-0039 -w Gerald T.Mitosinka (415) 646- Assistant Sheriff Rodger L.Davis To: Scott Tandy, Chief Date: August 18 , 1988 Assistant Sheriff Assistant Administrator : j Response to Recommendations From: Richard K. RaineySubject:Contained in the 1987-1988 Sheriff-Coroner ` Grand Jury Final Report Enclosed is the response of the Sheriff ' s Department to the recommendations of the 1987-1988 Grand Jury Report which pertain to this Department. RKR/jmw Enclosure FICC !,VED x, 1988 AN EQUAL OPPORTUNITY EMPLOYER THE 1987-88 GRAND JURY RECOMMENDATIONS - Page 122 1 . Deputy Operations Officers and Sergeants visit each module at least once a week. "D" Module should be given highest priority for these visits. Ample supervision must be provided to line personnel. The custody sergeants have been instructed to visit D Module at least once each shift, three times each 24-hour period. Module logs indicate that this has been occurring. The Operations Directors (Lieutenants) have been instructed to visit each module, with special emphasis on D Module, several times each week. 2. The Duty Operations Officer receive permission from the Jail Commander prior to leaving MDF, except, at normal shift change. The Operations Directors must receive permission from the Facility Administrator to leave early or miss a .shift. 3 . At shift change, the Duty Operations Officer remain in MDF until relieved in person by the oncoming Duty Operations Officer. Operations Directors have been instructed not to leave their posts until properly relieved. Should the Operations Director leave early, he/she provides the processing sergeant with all pertinent information. It then becomes the sergeant' s responsibility to, pass the information on to the oncoming Operations Director. If the Operations Director misses a shift, he/she designates a sergeant to assume the responsibil- ities of the Operations Director. Page 123 4. A log be established for all jail employees to sign in or out of MDF, except at normal shift change. All sworn staff are accounted for at the briefing at the beginning of each shift. If an officer must leave the facility for any reason (emergency, court, doctor appointment) during a shift, he/she must have the Operations Director ' s approval. 1 5. Probationary deputies not be assigned floor or control room status unless paired with a deputy who has a minimum 24 months jail duty. This recommendation is not always practical. Many shifts do not have deputies with 24 months of experience in the facility. The Operations Directors are encouraged to assign deputies to D Module who can best handle the unique responsibilities of D Module. 6. All inmates stand by bunks for shift head counts, except during midnight shift. There are five formal counts each 24-hour period: 0330 , 0530, 1130, 1730 , and 2230. During formal counts, the facility is locked down. Inmates on the modules return to their rooms. While making the count, the deputy must observe the inmate. During the 0330 count, or at any time the deputies check on sleeping inmates, the deputy will confirm respiration. During the escape on July 23 , 1987 , deputies failed to observe the inmate or confirm respiration. As a result, they were unaware there was an escape. .7 . Inmates on "D" Module not be scheduled to have recreation time together on a regular basis. Administratively segregated inmates are allowed out two at a time. There is not enough time to let them out alone and still get them all out for the amount of time required by law. Many segregated -inmates cannot be permitted out with any other prisoner or can only be permitted out with a few select prisoners. Our options are very limited and occasionally the same segregated inmates exercise together on a regular basis. Every effort is made not to have a set routine. 2 8 . The floor deputy regularly inspect inmate rooms for contraband when rooms are empty. Policy requires that deputies make random room searches during their shifts. The facility search team has received additi-nal training. The facility search team now does a minimum of five module searches a month. 9 . Civilian nonsworn personnel be hired to assist deputies in performing duties within modules, without reduction of sworn staffing. This recommendation is not practical in the light of the county' s financial problems. 10 . All laundry be exchanged on a one-for-one basis. The laundry should be counted upon delivery to and retrieval from modules. Policy requires that no clean article will be issued unless a soiled one is turned in. Since the escape from D Module, an additional officer is sent to D Module to assist in conducting a one-for-one exchange. 11 . A licensed architect be retained by the County to inspect the MDF roof security screen and make recommendations for modification or replacement of the existing .system. County maintenance personnel and Sheriff ' s personnel inspected the D Module security screens and identified several weaknesses. Materials were ordered to modify the sections. The material was only recently received. The modifications to the D Module security screen will be made during the week of August. 22--26, 1988. 12 . One-way glass be installed in "D" Module control room, allowing deputies to observe inmates but preventing inmates from observing the activity of the deputy in the control room. One-way glass may well lead to less, not more, supervision of inmates. If inmates are not able to see staff members, staff may tend to be less vigilant. The philosophy of a direct supervision facility requires that staff and inmates have the ability to observe and interact with each other. 3 1 13 . Replacement sheets of high-security glass used in modules be stored at MDF to provide immediate repair if glass is broken. The expense and storage space required make this recommendation impractical. The security glass is extremely expensive. It is not possible to order a large piece of security glass and cut it to size when needed. The glass must be special ordered by size. When ordered, only then is it manufactured. The Main Detention Facility has such a large number of window sizes that it is impractical to have one of each in stock. 14 . The Sheriff ' s Department consult with the Martinez Police Department to establish a policy of contacting MDF when the police receive such reports as two men running through the night in their underwear a few blocks from the county jail. This issue has been discussed with Martinez Police. r In the future, Martinez Police will notify the Main Detention Facility on similar suspicious circum- stances. THE 1987-88 GRAND JURY RECOMMENDATIONS - Page 130 1. The State of California appoint additional judges in Contra Costa County. Please see response to Recommendation No. 2 . 2. The Board of Supervisors provide funding to hire additional assistant district attorneys, public defenders, court officers and associated staff, and jail staff. The Sheriff ' s Department supports the Grand Jury' s recommendations for additional judges and other personnel necessary to operate the courts. Additional courts would certainly speed up the entire Criminal Justice process. Whenever there is an increase in the number of courts , there is an associated need for additional staff for all departments that work with the courts. The Sheriff ' s Department would require additional transportation and court security officers. 4 3. The Sheriff set up a "tickler system" to inform appropriate departments of inmates' time in custody while awaiting court appearances. It is not practical presently to provide this information because it would require a great deal of clerical time to develop. This information will be provided, however, by the new inmate management computer system currently under development. This system will be in operation in approximately twelve months. 4. In-home svveillance be used in lieu of jail custody in selected cases. The Sheriff's Department has already implemented the in-home surveillance program on a limited basis. The results of our test period were quite positive. A budget has been submitted to expand the program to include electronic surveillance of selected offenders. The program will continue on a limited basis and be expanded when funding becomes available. .5. Additional hours be added to the court calendar to include night courts and weekend sessions. Please see response to Recommendation No. 2. 6. Video arraignments be established. A video arraignment/teleconferencing task force is currently developing plans to establish a pilot video arraignment system between the Main Detention Facility in Martinez and the Delta Municipal Court. In addition, the task force is developing plans to establish a pilot teleconferencing system between the Marsh Creek Detention Facility in Clayton and the Probation and Public Defender Offices in Martinez. 7. Attorneys be used more often as temporary judges. If attorneys were used as temporary judges to provide relief for judges on vacation; this would permit each court to function 52 weeks a year. As . previously stated, any increase in the time courts are available would move_N,prisoners through the system more rapidly. Theoretically, this would reduce the time prisoners are in the county system. 5 8. The District Attorney and Public Defender join in early disposition of criminal cases to relieve jail overcrowding. The Sheriff's Department supports this recommendation. The Probation Department is also vital in the early disposition of criminal cases. THE 1987-88 GRAND JURY RECOMMENDATIONS - Page 139 COUNTY FACILITIES: Main Detention Facility 1. More facilities be provided to expedite processing for both food services and laundry. The recommendation has been implemented. Additional freezer space and larger cooking pots have been purchased and installed. The additional clothes washers and dryers have been purchased and are awaiting installation. The additional equipment will provide the capacity to assist the Department in managing the overcrowding situation. Marsh Creek Facility 2. A General Services supervisor, skilled in various trades, be assigned to the facility as required to supervise its maintenance and repair. He or she would be responsible to ensure that materials are ordered and on hand when needed, to be accountable for the security of materials ordered, to supervise prisoner work parties, and to ensure the safety of prison labor. The recommended General Services Supervisor has been requested in the department 1988-89 budget proposal. To date, the position remains unfunded. The Department will continue to pursue this issue until it is resolved. 3. Prison labor be utilized to maintain and repair all walkways, stair walls, buildings, fences, septic tank and leach lines, recreation areas, classrooms, weed abatement„ and other related tasks. The recommendation to utilize inmate labor for an assortment of maintenance tasks has been fully implemented with the sole exceptions of electrical, sewage, or other related tasks which require skilled and licensed craftspersons. 6 Work Furlough Center 4 . The Board of Supervisors establish similar work furlough operations for central and east county areas . The Department concurs with the recommendation that we establish additional work furlough facilities in central and east county areas. Presently, we could operate a central facility with our current inmate population and classification base. As the county continues to expand, the Department could also operate an east county facility in future years, THE 1987-88 GRAND JURY RECOMMENDATIONS - Page 176 1. The County Supervisors appoint a security manager to have overall authority and responsibility for security in all court facilities under county jurisdiction. Security includes , but is not limited to, the establishment of a safe environment, prevention of criminal activity, and preparation for fire, bomb, hostage, earthquake, and medical emergencies. The County Board of Supervisors, in cooperation with the Superior Court Judges,, Municipal Court Judges, and the Sheriff , has created by law a Court Services Division within the Sheriff ' s Department with specific responsibilities for security in all court facilities under county jurisdiction. 2. The security manager make an immediate survey of existing security arrangements and develop a plan of action for improvement, keeping in mind that security problems are likely to increase rather than decrease. A security survey and plan of action containing short- and long-term improvements is being developed. 3 . Because of his interest and expertise in security matters, the person appointed be County Marshal Rodger L. Davis. The incumbent Marshal was appointed as head of the Court Services Division, as discussed in Recom- mendation No. 1. . 4. A person regularly employed in each courthouse be appointed to be responsible for emergency procedures in the building, and for seeing that those using the building are aware of procedures . Where practical, drills for various emergencies should be initiated. See response for Recommendation No. 5. 7 i J 5 . Judges, referees, clerks, court reporters, and other employees receive special training for courtroom emergencies. Judges, referees, and prosecutors, who may be specially targeted for threat, should be trained for emer- gencies that may occur out of court. A Court Security Sergeant has been assigned to each court facility with responsibility for bailiff and security staffing, emergency procedures, and training of judges, referees, clerks, court report- ter, and all other tenants of the court facility. 6. The security manager be consulted before any court construc- tion or remodeling is planned. That has always been the case in the municipal courts, and the early indications are that it will be the same in superior court. 7. Courtroom assignments be made on the basis of security rather than judges ' seniority. That decision can only be made by the respective courts. 8. Immediate action be taken to improve security arrangements for the high-risk family and juvenile courts. A security survey of all family law and juvenile courts has been completed. Several changes are in the process of implementation. 9. The construction of a high-security courtroom in the A. F. Bray Courts Building not be delayed or eliminated. That decision can only be made by the superior court. 10. A permanent metal detector be installed at the entrance of the A. F. Bray Courts Building to be manned in high-risk situations and for random checks. A permanent metal detector may not be the long-term solution but is being considered as an alternative. 11. Bailiffs and transportation officers in all court facilities patrol public areas when not otherwise busy. This recommendation has been instituted. 8 Page 177 12. signs notifying visitors that they may be subject to search, such as are posted in municipal courts, be posted at superior and juvenile courts. The signing of the respective courts is still in the discussion stage. 13 . Occasional random searches be conducted. Random searches are currently being done. ry14 . All bailiffs within a courthouse be equipped with two-way radios linking them with each other and a central station. The use of portable radios is in the process of being expanded. 15 . All vehicles used for the transportation of persons in custody be equipped with emergency radios. All vehicles are fully equipped with emergency equipment, cages, and radios. 16 . Bailiffs be consulted on additional equipment and methods they feel would enhance their ability to control emergen- cies. Facility sergeants hold monthly meetings with bailiffs to discuss training and security strategy. 17 . All court bailiffs and security officers attend the special court security schools now attended by Marshal' s deputies, or an in-county school be established to provide such training. The 1988-89 training schedule includes a require- ment for all court security personnel to attend such a school. ,18 . Fire alarms be installed in the Contra Costa County Court- house and any county court facility that lacks them. the wooden module adjacent to the court at Juvenile Hall should be inspected for fire safety. Fire safety requirements are being addressed in individual facility remodels. 19 . Court bailiffs conduct regular emergency drills for bomb, hostage, building evacuation, and similar events. Bailiffs be reassigned other activities after five years in the courts to avoid complacency. 9 The facility supervisor is required to hold such exercises regularly. Complacency can be dealt with in other ways than transferring. Superior Court 20. The Sheriff ' s department appoint a supervising b&:iliff to work in the courthouse. Bailiffs should hold regular meetings. The superior court has a facility sergeant, and he is required to hold monthly bailiff meetings. 21. When the new A. F. Bray Courts Building is operational, the family courts be permanently moved out of the crowded ground- floor area of the old courthouse to the new facility. The family courts have relocated to the first floor of the old courthouse. 22 . Space be provided in the old and new courthouses as a haven for litigants and witnesses who fear for their safety while awaiting court appearances. That decision can only be made by the superior court bench. 23 . The court in the Martinez Veterans Building be permanently abandoned. That decision can only be made by the superior court bench. 24. Public and employee entry to the County Courthouse be restricted to the main doors on Court Street or the handi- capped entrance on Main Street. Please see response to Recommendation No. 26. Page 178 25 . To avoid the general public mixing with persons in custody, the Ward Street door of the County Courthouse be reserved for use by Sheriff ' s deputies escorting prisoners to and from court. Please see response to Recommendation No. 26. 26 . The two ground-floor doors on Court Street and the door in the County Clerk' s office be secured for emergency exit only. Exit alarms be installed on these doors. Recommendations 24, 25, and 26 are all being con- sidered as important recommendations in an overall 10 T security plan currently being developed for the old courthouse and the A. F. Bray Courts Building. Juvenile Court (Recommendations No. 27 through 36 will be considered together. ) 27 . A bailiff be assigned to each juvenile court. 28 . The bailiffs concentrate on the security and safety of the court and not be asked to perform duties which routinely take the ni away from their courtrooms. 29. Probation officers at Juvenile Hall who respond to courtroom emergencies receive specific training in handling such emer- gencies. They should not, however, be expected to do the work of a bailiff or to replace a bailiff. 30 . An emergency - buzzer be installed directly from the West County juvenile courtroom to the El Cerrito police depart- ment in the same building. El Cerrito police be requested to provide immediate response. °31. In consultation with the referee, the West County juvenile court be remodeled, in particular to separate males and females in the court holding facility. The ceiling needs attention, as tiles falling onto the heads of those using the courtroom does not promote general health, safety, respect to the court, or the overall dignity of the proceedings. 32 . The receptionist at Juvenile Hall court be provided with an emergency buzzer or intercom and a floor-to-ceiling parti- tion that includes bullet-resistant glass . 33 . No armed officer, other than the bailiff on duty, be permit- ted to enter the jevenile court, the offices or adjacent hallways at Juvenile Hall except in response to emergency. Weapons lockers are provided and should be used. 34 . The traffic patterns at each juvenile court be analyzed and arranged so that the referee and bailiff have absolute control over who enters the court and who has direct contact -i with persons in custody. 35. The roving juvenile court referee be provided with adequate, permanent, and secure court space in each of the three locations he visits each week. Further, he should be pro- i vided with a clerk and bailiff . Page 179 36 . If microphones accessible to defendants in any court remain in use, they be equipped with lightweight plastic stands. 11 Response to Recommendations No. 27 through No. 36 is an excerpt from a letter from Marshal Davis to Judge Minney, dated June 8 , 1988 : Effective July 5 , 1988 , in response to your request and in anticipation of formal action by the Board of Supervisors, we will: 1 . Assign a full-time temporary deputy sheriff to each referee. 2. Develop a written job description for each bailiff . 3 . Identify resources and develop a written security plan for each site. 4. Issue each bailiff a searching wand. 5 . Issue five portable two-way radios to accommodate necessary communication. Recommended architectural changes and equipment requirements should be communicated through further meetings with the Superior Court, County Adminis- trator' s Office, and Sheriff . CONCLUSION I would respectfully recommend a strong, coordi- nated effort between the Superior Court and the Sheriff at the impending budget hearings to insure the permanent funding of these recognized security personnel requirements. Thank you for allowing us the opportunity to address your concerns. We hope you find our recommendations to be consistent with prudent security planning. *Because these positions were not recognized for funding during the 1988-89 budget hearings, and with great reluc- tance and extreme concern, these bailiff responsibilities will be abandoned, effective September 5, 1988. Municipal Court 37 . With the merger of the Marshal' s office and Sheriff ' s de- partment, the standards of security consciousness, training, and equipment now used in municipal courts be adopted as the minimum standards acceptable for all Contra Costa County court facilities. The Sheriff ' s Department supports this recommenda- tion. 12 138 . Every effort be expended by county administrators, judges, and those concerned with court security to ensure that overall court security is enhanced, not diluted, when the two departments merge. With a cooperative effort with the superior curt bench and the municipal court bench, a countywide security plan will become a reality. Page 188 Delta Municipal Court (Recommendations No. 1 through No. 7 will be considered together. 1. Activities not directly related to the Delta Court not take place in the overcrowded building. The methadone clinic should be moved to other quarters to free space for court uses. 2. Until new quarters can be found for the clinic, security be provided for the building beginning at the hour the clinic opens. During the day, deputies should patrol the public areas of the building when not otherwise busy. 3 . Safe, private space be provided for defense attorneys and prosecutors to confer with clients, victims, and witnesses. Ample private space should be provided for judges ' chambers. If necessary, temporary modules should be leased and placed at the rear of the courthouse . in a fenced area to provide storage, meeting space, or employee break area until Phase One is complete. 4. Courthouse employees make a concerted effort to remove all unnecessary files and redundant storage from the building. 5. As part of Phase One construction, a sally port of 12-foot high cyclone fence sides, with roof and locked gates, be erected between the courthouse and the Pittsburg Police Department so that prisoners can be delivered to either building in a secure manner. 6. Phase One remodeling include see-through panels on courtroom railings to discourage friends and relatives from making physical contact with those in custody. 7. High priority be placed on all aspects of Phase One remodel- ing in an effort to decrease the one-year estimated construction time. Response to Recommendations No. 1 through No. 7 . A concentrated effort of all the players is taking place as it relates to the dismal conditions at the Delta Court. In lieu of a new facility, we will 13 4 • u continue to attempt to minimize terrible security conditions by the use of manpower and by maintaining a high profile of uniformed patrol throughout the building. 14 RESPONSE Juvenile Hall residents learn about nutrition when attending the Health Science curriculum, which provides a nutritional unit several times during the school year . The meals served meet or exceed dietary requirements a5 set by the California Youth Authority Standards, the State of California nutritional requirements and the national guidelines. All meals are approved by the County' s registered dietician - M.P.H. Nutritionist. RECOMMENDATION #8 The "Juvenile Hall Five-Year Maintenance and Equipment Schedule" be revised to be made comprehensive and prioritized, and to include recommendations made by all inspecting agencies . RESPONSE We concur with this recommendation. "THE EAST COUNTY RAPE CRISIS UNIT" (Page 199) RECOMMENDATION #1 The County immediately terminate the existing contract with the ECRCU and select a qualified organization to provide these services . RESPONSE The contract was terminated. Negotiations are underway to provide services to East County. RECOMMENDATION #2 The District Attorney' s Office establish adequate procedures to monitor the finances of the other rape crisis centers the County has placed in that office ' s budget. RESPONSE The District Attorney' s Office has established procedures to improve financial monitoring of the County contract for the Rape Crisis Center of West Contra Costa, which provides services in West and Central County. These improvements are built into the agency' s contract with the County for fiscal year 1988-89 . In accordance with Penal Code Section 922 , the District Attorney' s response is attached as Attachment C. 1 -36- RECOMMENDATION #3 The Board of Supervisors allocate a portion of rape crisis contract funding to the District Attorney' s Office to cover the costs of monitoring the contracts . RESPONSE Please see our response to Recommendation #6 . RECOMMENDATION #4 Standard service contracts with rape crisis centers be modified to explicitly require that the County have access , on demand, to all of the centers ' financial records regardless of funding source. RESPONSE The contracts have been modified as recommended. RECOMMENDATION #5 The County require that the rape crisis centers receiving County funding meet the same standards as those described in the State ' s Office of Criminal Justice Planning document for rape crisis centers . RESPONSE The County requires the contractors to meet OCJP standards . RECOMMENDATION #6 The County develop a program for monitoring the performance and quality of service provided by rape crisis centers throughout the County. RESPONSE It is the District Attorney' s intent to jointly monitor this program in cooperation with the city funding agencies involved, as well as with the staff of the State Office of Criminal Justice Planning. This coordinated approach to monitoring should be extremely beneficial to the funding agencies and to the Rape Crisis Center itself. In addition, the agency will continue to submit its detailed progress reports as required by the State, but modified so as to clearly identify services provided in both west and central County. A requirement for an independent audit by a Certified Public Accountant will be included in the contract. This audit will cover not only County funds , but the total funding of the agency. This will give us a total fiscal picture that we have lacked in the past. RECOMMENDATION #7 The County explore the option of contracting all rape crisis services through one agency for the purpose of improved accountability, administration, and service delivery. -37- Gary T. Yancey ATTACHMENT C Distric", Attorney 'Uv;lY!a CO='ia County OFFICE OF _ RECi=1:'F�� • 4 DISTRICT ATTORNEY CONTRA COSTA COUNTY AUG 17 1986 1_)ffice of To: Scott Tandy -I Chief Assistant County Administrator From: Gai-v T Y y by Re stein, D.A. Chief of Administration and Planning Date: August 16, 1988 Subject: Response to 1987-88 Grand Jury Recommendation As you requested, we are submitting a response to the recommendation of the 1987-88 Contra Costa County Grand Jury, Final Report, p. - 210, No.2. Our response is as follows: The District Attorney's Office has established procedures to improve financial monitoring of the County contract for the Rape Crisis Center of West Contra Costa, which provides services in West and Central County. These improvements are built into the agency's contract with the County for fiscal year 1988-89. The basic structure of the payment has been changed to cost reimbursement, after a one-month initial advance. Also, new contract provisions have been added to increase financial accountability. These include: a. The Contractor must obtain an annual independent financial audit, which accounts for funds received under the County contract separately, as well as for all sources of funding of the Contractor. this audit must be provided to the County within 90 days of the termination of the contract. b. All time sheets submitted as documentation must be signed by the employee and the employee's supervisor. c. Line item changes of greater than five percent or changes in the County-funded positions require prior written approval of the D.A. 's Office. d. The, County will have access to all the Contractor's financial records regardless of funding source. Please contact me, if you want any additional information.