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HomeMy WebLinkAboutMINUTES - 12091997 - D1 D.1 THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA Adopted this Order on December 9, 1997, by the following vote: AYES: Supervisors Rogers, Uilkema, Gerber, Canciamilla and DeSaulnier NOES: None ABSENT: None ABSTAIN: None SUBJECT: Departmental Performance Report Victor J. Westman, County Counsel, provided the Board with a departmental performance report for the 1996/1997 Fiscal Year. .Subsequent to the presentation by Mr. Westman, the Board took the following action: 1. ACCEPTED departmental performance report from Victor J. Westman, County Counsel. I hereby certify that the foregoing is a true and correct copy of an action taken and entered on the minutes of the Board of Supervisors on the date shown. ATTESTED: December 9, 1997 Phil Batchelor, Clerk of the Board of Supervisors and County Administrator r' e Wampler, Depu4Cler cc: County Administrator County Counsel OFFICE OF THE COUNTY COUNSEL 1997 ANNUAL PERFORMANCE REPORT VICTOR J. WESTMAN, COUNTY COUNSEL COUNTY OF CONTRA COSTA MARTINEZ, CALIFORNIA TABLE OF CONTENTS PAGE I. OVERVIEW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 A. COUNTY COUNSEL OFFICE RESPONSIBILITIES . . . . . . . . . 1 B. ORGANIZATIONAL STRUCTURE . . . . . . . . . . . . . . . . . . . . . . . 2 1. General County Government . . . . . . . . . . . . . . . . . . . . . . . . 2 2. Social Service - Probate . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 3. Courts - Public Protection - County Clerk . . . . . . . . . . . . . . . 2 4. Miscellaneous County and Outside Clients . . . . . . . . . . . . . . 2 5. Public Protection - Community . . . . . . . . . . . . . . . . . . . . . . . 2 6. Health and Sanitation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 7. Risk Management- Self Insurance . . . . . . . . . . . . . . . . . . . . 3 C. COOPERATIVE STAFF ARRANGEMENTS . . . . . . . . . . . . . . . 3 1. Self-Insurance Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 2. On-Site Legal Advice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 /l. RESOURCES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . 4 A. FINANCIAL RESOURCES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 B. PERSONNEL RESOURCES . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 C. AFFIRMATIVE ACTION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 D. SICK LEAVE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 E. STAFF DEVELOPMENT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 F. AUTOMATION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Ill. CUSTOMER SERVICES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 A. SERVICE DELIVERY PROGRAM . . . . . . . . . . . . . . . . . . . . . . . 8 B. CLIENT PROFILE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 C. CLIENT RELATIONSHIPS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 i IV. ANNUAL PERFORMANCE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 A. PERFORMANCE INDICATORS . . . . . . . . . . . . . . . . . . . . . . . 10 1. Productivity Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 2. Legal Services Provided . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 B. ACCOMPLISHMENTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 1. Civil Litigation-Tort Unit . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 2. Juvenile Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 V. CHALLENGES AND NEW DIRECTIONS . . . . . . . . . . . . . . . . . . . . 12 A. CHALLENGES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 1. Provision of Adequate Legal Services . . . . . . . . . . . . . . . . . 12 2. Office Space . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 B. NEW DIRECTIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 1. 1998 Elections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 2. Reorganization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 3. Preventative Advice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 ii 1997 COUNTY COUNSEL PERFORMANCE REPORT I. OVERVIEW A. COUNTY COUNSEL OFFICE RESPONSIBILITIES The County Counsel's Office serves as civil legal advisor for County offices, departments, boards and commissions, schools and other districts in the County. The office's duties to be performed (as budgeted and staffed) include filing and litigating civil cases, providing legal counsel services to the Board of Supervisors, County departments, board-governed special districts, authorities and agencies, LAFCO, the civil grand jury, and as employed to schools and autonomous special districts and agencies. Among particular functions performed by the County Counsel's Office are its designation by the Board of Supervisors to be the attorney for the Public Administrator, to handle LPS proceedings involving persons disabled by mental illness, drug and alcohol problems, and juvenile dependency matters. By agreement with the District Attorney, many infraction violations of the County Ordinance Code are prosecuted in the name of the people by County Counsel deputies. When requested, County Counsel assists school districts with their school bond issue and other financial proceedings. Also, in the absence of any conflict with its duties for the Board of Supervisors, the County Counsel's Office provides legal advise to and represents the County's judges and referees should they be sued in their official capacities. Finally, the County Counsel's Office by fee contract, provides legal services to the County Superintendent of Schools, the County Board of Education, the Byron School District, other school districts as requested, the Contra Costa County School's Risk Management Authority, and the Delta Diablo Sanitation District. This office's legal services and statutory duties are provided and performed consistent with and to implement Contra Costa County's adopted Statement of Values. B. ORGANIZATIONAL STRUCTURE The County Counsel's Office presently has 36 authorized positions. Of its authorized full-time positions, 24 are attorney positions as illustrated on Attachment "A", which is this office's current organizational chart. As office space is available, the County Counsel's Office has endeavored to keep its authorized positions filled so that it can fully address all of its legal duties and requests for assistance. The County Counsel's office divides its attorney staff into two divisions (Business and Services) for the purposes of organization and supervision. It also has a third Administrative Division to provide clerical and related lay employee services to support its provision of legal services. (See Attachment "A" - organizational chart) The seven general program areas of the Office of County Counsel are as set forth below and, to some extent, as shown on the Attachment "A" organizational chart and more fully detailed on Attachment "B." 1. General County Government. This general category is the program area for the provision of legal services necessary for core County departments and officers (e.g., Board of Supervisors, County Administrator, Human Resources Department, Auditor-Controller, Treasurer, Retirement System, etc.). 2. Social Service - Probate. This program category provides legal services for the Social Service Department (administrative advice, personnel matters, dependent children, general assistance, LPS, etc.) and to the District Attorney-Public Administrator. 3. Courts - Public Protection - County Clerk. Covers legal services provided to the courts and the County's justice system (Sheriff, Public Defender, District Attorney, and County Clerk - Elections). 4. Miscellaneous County and Outside Clients. This program includes legal services provided to various Board of Supervisors' governed areas (Libraries, Housing Authority, Community Services Department, Private Industry Council, CATV, etc.) and to non-Board of Supervisors' governed clients (LAFCO, County Schools, Delta Diablo Sanitation District, etc.) 5. Community Protection. Covers legal services provided to protect the general public and enhance its environment by department and agencies including Public Works, Building Inspection, Community Development, Flood Control, Animal Control, Redevelopment, solid waste (AB 939), and fire districts. 6 Health and Sanitation. Program includes legal services necessary for the Health Services Department (public health, hospital, HMO, Mental Health, Hazardous Materials, etc.) and the Public Guardian. 7. Risk Management - Self Insurance. This final category covers legal service provided for assigned in-house tort litigation and to assist with the supervision of outside tort litigation attorneys in conjunction with the Risk Management Division of the Administrator's Office. C. COOPERATIVE STAFF ARRANGEMENTS 1. Self-Insurance Program. Program 7 above (Risk Management - Self Insurance) illustrates a successful partnership and cooperative arrangement between the County Counsel's office and the Risk Management Division of the County Administrator's office. With the utilization of in-house attorneys for Risk Management tort work, it has resulted in the average cost per hour of handling in-house claims at an approximately 35% lower rate than for the employment of outside legal counsel. This use of in-house counsel also has residual benefits of providing ongoing familiarity with particular tort risk areas and the availability of in-house staff to provide counseling for County departments when they are preparing to, or encounter such liability risk circumstances. 2. On-Site Legal Advice. In order to increase the delivery efficiency and the immediate effectiveness of the provision of on-going administrative legal assistance, this office has entered cooperative arrangements with a number of non-downtown Martinez located public clients (County Hospital, Housing Authority, County Office of Education) to provide weekly half- or all-day legal advice clinics on-site at their administrative headquarters. Also, on a less frequent or quarterly basis, such on-site legal advice clinics are conducted for the Public Works Department and at various Social Service Department area branches for Children Services workers. NruN:rnu v_nlvcie A_MrrrAwvn.n N_wan10 77 �,o., Paten Z ll. RESOURCES. A. FINANCIAL RESOURCES. County Counsel's Fiscal Year 1997-98 adopted budget provides funding for its programs, indicates expenditure transfers, revenues, and shows net county costs as set forth below: PROGRAMS ADOPTED 1997-98 BUDGET General Government $ 797,083 Social Service/Probate 804,535 Courts/Public Protection 235,763 Outside Clients/Other 221,500 Public Protection/Commun 661,188 Health/Sanitation 258,000 Risk Mgt/Tort Unit 512,276 TOTAL $3,490,345 Expenditure Transfers 1,223,499 Revenues 1,551,428 Net County Cost 715,418 FTE (Staffing) 36 The County Counsel's Office budget is comprised principally of salary and benefit costs for its staff of 94% of its FY 1997-98 budgeted sum of $3,590,345. Six per cent (6%) of the budget is for services and supplies which budget allocation does not include any earmarked funds for capital expenditures. Approximately 83% of the County Counsel's office budget is for salary and benefits for its attorney employees. The salary and benefits for County Counsel's office employees are the same as those for similar positions in the Public Defender and District Attorney offices. -B. PERSONNEL RESOURCES. As noted above, the County Counsel's office has an authorized staff of 36 full time positions. (See Attachment "A".) Over the past several years, this office has been developing its Risk Management Tort Defense unit. Our Risk Management Tort Defense is staffed with three full-time attorneys and two supporting clerical assistants. As heretofore and hereinafter noted, this Tort section handles this area at a significantly lower hourly rate than previously employed private legal counsel and now disposes of the majority of Risk Management cases. Due to annually increasing juvenile court hearings and court additions, the Board of Supervisors recently approved additional attorney staff for the District Attorney, Public Defender and County Counsel Offices. We expect to shortly fill our authorized additional juvenile positions. Attachment "B" sets forth with some particularization the allocation of County staff(FTE) for FY 1997-98 to the seven general program areas of the County Counsel's Office. C. AFFIRMATIVE ACTION. The County Counsel office's goal continues to be to obtain and employ qualified minority and female individuals at a minimum in proportion to their availability in the California and Bay Area work force and whenever the opportunity is presented to employ such individuals beyond their proportion in the available attorney workforce. Presently, 46% of our employed attorney work force is female and approximately 13% of our employed attorney work force is minority. This office recognizes that African Americans need to be targeted when recruiting for job openings in our office and we will continue to seek out applicants to fill any vacancies in our department. This has been and will be done by advertising in legal trade journals and contacting any minority or female individuals known to us at that time to solicit their interest in applying for employment. During the last several years, this office has filled its few vacancies with two African Americans, two Hispanics and one additional female attorney. H'tGAflJrrAWP7-INN:MA-/XN;I/AAVAAAANN-RPnlo 7 nwPn Pang S D. SICK LEAVE Over the six years prior to FY 1996-97, County Counsel's office sick leave usage had been approximately 54.3% of available hours for each involved year. This has been significantly below the County-wide employee usage of approximately 70 to 75% of available hours. For FY 1996-97, sick leave usage was 55.2% of available hours. This office monitors and reviews monthly all individual employee sick leave usage to determine appropriate usage and to provide any necessary counseling. Should any information be received concerning apparent abuse, it is given immediate fair consideration. E. STAFF DEVELOPMENT 1. Evaluations. Since the 1970s, County Counsel office's policy and practice has been to require and perform yearly evaluations of its attorney staff and the indicated goals for the next year. Four years ago, we initiated similar yearly evaluations of all of the clerical staff employed by this office. Of course, all new employees requiring written evaluations for shorter periods (e.g. three or six months) are so reviewed. 2. Staff Development. The County provides a $500 per year education allowance to each of the attorneys employed in this office to assist them with maintaining and increasing their level of legal skills. In this regard, we encourage the use of this allowance for specialized legal programs of significant benefit to the County and this office. In addition, state bar rules require mandatory legal training (approximately 36 hours every three years) which all of this office's attorneys comply with. Also, the County Counsels' statewide association sponsors numerous training programs during the course of a year which are regularly attended by this office's deputy county counsels to further develop their legal skills or as program presenters. The expertise of this office's attorneys has been recognized by their being designated as lead attorneys for multi-county litigation, part of teams of county attorneys staffing the defense of multi-county litigation and their requested presentations at specialized legal education section meeting of H.IGMUGGIWP7-DOGSWI-DOCUMIVJWIANN-RP 111997DD.WPD Page 6 the County Counsel's Association. Examples of further recent recognition are that an attorney from this office is the president of the School Law Section of the County Counsel Association for FY 1996-97 and another is presently serving on the Board of Governors of the Public Law Section of the State Bar Association. Also, this office's attorneys are serving on multi- county litigation teams involving challenges to county taxes (railroad, utility and CAN properties), recovering tobacco health damages and class action disputes concerning various County fees. Finally, during the past year this office's tort litigation unit conducted a number of County staff programs including providing legal advice on issues of improper discrimination in public employment and its avoidance. This same unit has met with various County professional staffs (e.g., County Hospital physicians) to review with them the risks of professional malpractice and possible ways to mitigate it. Also, this office has prepared and is presenting to County management a program on compliance with the "Americans With Disabilities Act" (the "ADA"). F. AUTOMATION. The County Counsel's office has been pursuing a policy of providing to and strongly encouraging the use of computers by all of its attorneys. Earlier this year, all of our staff attorneys were finally equipped with PC's with sufficient capacity to run contemporary software programs such as this office's standard "WordPerfect for Windows" (Corel 7). Presently, we are developing greater use of these recently-provided PCs, involved software, and the County's E-Mail system by encouraging staff attendance at related County-offered and sponsored classes on these areas This office has been expanding the use of its County Counsel Local Area Network installed last year. This LAN system gives this office (among other benefits) the ability to efficiently utilize CD-ROM legal research library materials, to proceed with the standardization of its software and to allow all staff participation in County intra- and inter-departmental electronic linkages (networking, E-mail, etc.). H:IGMUGG%VW74DOCSW-DOCUMIVJWWNN-RPnl P97DD.WPD Page 7 Ill. CUSTOMER SERVICES A. SERVICE DELIVERY SYSTEM Legal services provided by the County Counsel's office are for the most part mandated by federal or state statutes, Board of Supervisors' directions (e.g., ordinances, resolutions orders, etc.) or by contract. Within the office, we have attorneys who specialize in the various client program areas this office serves to maximize competence and familiarity with our public clients needs for legal services. As with all law offices, we assign attorneys based on their skill, experience and availability in relation to the complexity involved with a particular legal problem or litigation matter. Whenever possible, we try to assist our clients on an informal telephone or drop-in basis. But, because of professional standards and the frequent difficulty of obtaining accurate statements of pertinent facts, we must ask many of our clients for written requests. Finally, in connection with providing legal services to County department heads or employees it must occasionally be pointed out to them that from a legal point of view the County is similar to a corporation. In other words, the County Counsel's true legal client to which it must maintain an attorney-client relationship is the Board of Supervisors. For this reason, legal directions must be obtained from the Board of Supervisors for significant County matters. B. CLIENT PROFILE The County Counsel's office services as civil legal advisor to county officers, departments, boards, commissions, agencies, authorities, school and other special districts in the County. This office's services are performed (as budgeted and staffed) by handling civil litigation cases and providing legal counsel services to the Board of Supervisors, County departments, board-governed special districts, authorities and agencies and, as employed, to school and autonomous districts and agencies. Pursuant to Board of Supervisors' adopted policy, this office only provides legal services to autonomous districts and agencies when they agree to pay for those services. The number of public clients which the County Counsel's office may provide legal services during any particular year are numerous. Attachment "C" indicates virtually all of those possible clients on its pages land 2. This attachment is a copy of the "County Counsel Time sheet„ which is completed on a daily basis by all County Counsel Office staff. H.%GMUGGIWP7-DOC"-DOCUMIV.MMNN-RPn 1997DD.WPO Page 8 C. CLIENT RELATIONSHIPS This office's goal is to always provide its public clients with timely, accurate and reliable legal advice, assistance and representation. The continuing demand for legal services from this office's public clients is illustrated by Attachment "D" which shows the amount of legal service hours which this office provided to its various.public clients during FY 1996-97 . Two things should be noted about Attachment "D". First, we generally enter specific work tasks to the county department principally charged with responsibility for the subject of the request. For example, if the Board of Supervisors asked this office to work on a planning or zoning matter, our provided legal service hours would be charged to the Community Development Department on the attached timesheet (see . Attachment "C") and not to the Board of Supervisors. Second, the extension of hours to Cost to Date Column simply indicates what the monetary value of the legal service work provided would have been if it had been charged out to each involved county department or public client. Further, it should be remembered that a significant portion of these dollar value cost sums were not directly charged out and for that reason no revenues were collected. For FY 1996-97, the total revenues received by the County Counsel's office were $3,275,000. The difference between the $3,275,000 figure and total dollar value of our provided services if they were billed out at $4,500,000 is $1,225,000. For the most part, this difference figure represents the value of uncompensated overtime worked principally by this office's attorneys during FY 1996-97. County and other public clients access this office's legal services by coming to our office or by other means of communication (telephones, written requests, Fax, E-mail). Presently, most initial client contacts on particular matters occur by telephone call and written or Faxed requests. Over the last several years, this office has made its services more accessible/responsive by the provision of weekly on-site administrative legal assistance to departments willing to directly fund and provide space for such on-site legal services. Over the last year, we have contacted selected departments' managers to receive and review performance comments. Also, we are initiating a survey of what higher and/or different level of legal services may be desired by departments in relation to available funding. H.tGMUGGAWP7-DOCSWI-DOCUWVJ"NN-RP717997DD.WPD Page 9 IV. ANNUAL PERFORMANCE A. PERFORMANCE INDICATORS 1. Productivity Report. As a presentation of some of this office's performance indicators, we have set forth before this office's latest "County Counsel's Office Productivity Report" which indicates summary points for performance using historical data to compare performances for the immediate past five fiscal years. FUNCTION/ACTIVITY FY 92-93 FY 93-94 FY 94-95 FY 95-96 FY 96-97 I. Civil Litigation' A. New Cases Opened 302 224 148 214 187 B. Cases presently active 551 578 617 672 777 C. Avg No.Lit cases handled, per Deputy 38.3 37.3 37.6 42.3 48.5 D. Avg Svc hrs per lit case,per Deputy 42.3 hrs 43.3 hrs 43.1 hrs 38.3 hrs 33.4 hrs E. Total litigation hrs 23,293 hrs 25,053 hrs 26,557 hrs 26,131 hrs 25,924 -(EXCLUDES JUV&LIPS ACTIONS) 11. Juvenile Services A. Depend/Abandon Hearing Appearances 7,038 7,279 8,130 8,633 9,398 B. Avg No.Hearings Handled,per DCC 1,218 1,182 1,234 1,251 1,267 C. Avg Sery Hrs per Hearing Appearance 1.33 hrs 1.37 hrs 1.32 hrs 1.29 hrs 1.28 hrs 111. Conservatorship(LPS) A.New Cases Opened 281 347 372 366 341 B.Avg No.LPS Hearings, per DCC 613 605 849 687 721 C.Avg Service Hours per Hearing 2.65 hrs 2.68 hrs 1.91 hrs 2.36 hrs 2.25 hrs IV. Small Claims Advisory Service A. Total No. Incoming Calls 9,336 9,208 9,599 8,872 8,581 B. Avg No.Calls Ret'd, per DCC 2,334 1,701 1,700 1,498 3,790 C.Avg Svc Minutes per Ret'd Call 11.9 min 18.04 min 15.1 min 19.2 min 16.8 min H-IGMUGGIWP7-DOCSVVI-DOCUMVJV ANN-RPn1997DO.WPO Page 10 2. Legal Services Provided. As hereinabove noted, Attachment "D" sets forth our clients' names for Fiscal Year 1996-97, the number of hours of legal services provided to each client and the cost for such services if billed. B. ACCOMPLISHMENTS Concerning the foregoing "A. Performance Indicators" and to note a few of County Counsel Office performance accomplishments during 96-97, we provide the following comments: 1. Civil litigation-tort unit. During FY 1996-97, this office's Tort Litigation Unit continued to handle more than 60% of the County's Risk Management tort cases at an approximate cost of 65% of the cost of utilizing outside-employed private counsel. The Tort Litigation Unit opened an additional 58 litigation files in the last year in addition to continuing to handle the cases remaining from earlier years. Since our last performance report, we have closed 58 cases. Of these closed cases, 11 cases were closed by settlements ranging from a high of$43,000.00 to a low of$1,000.00. The remaining 47 cases were dismissed or closed without payment. Many of these cases were closed by summary judgment or demurrer and one by evidentiary administrative hearing. Recently, with additional staff, the Tort Litigation Unit has taken on two significant class actions. As time goes, we are hopeful of increasing the active caseload, which at the moment because of the large number of closures, is at 57 open case files. The extensive work required by the heavy discovery of class actions will limit the ability to significantly increase current case load during FY 1997-98. 2. Juvenile Services As shown by the foregoing Productivity Report, County Counsel's Juvenile Unit's staff has handled another significant increase of approximately 9% in the number of juvenile hearings over the number handled in 1995-96. With that 9% increase, the same staff has still managed to give each matter approximately the same attention and time as in past fiscal years. In part, this has only been possible because of the continued performance of non- compensated overtime hours and service by this office's Juvenile Unit staff. H.%GMUGGIWP7-DOCSIAA-DOCUMIV WYANN-RPT11897DO.WPo Page 11 It should be noted that a similar 6% increase in juvenile hearings occurred during FY 1995-96 over FY 1994-95 and an earlier 11% increase during FY 1994-95 over FY 1993-94. During the last five fiscal year period, only one additional attorney was added to this Unit. It is greatly appreciated that the Board of Supervisors has recently approved additional staffing to be added later this year to address these past and projected future juvenile court hearing increases. V. CHALLENGES AND NEW DIRECTIONS A. CHALLENGES 1. Provision of Adequate Legal Services. The most significant continuing major challenge facing the County Counsel's office is the maintenance of its resources (staff, equipment, etc.) to provide an adequate level of legal services to those county and departmental operations which are funded by the General Fund or from restricted funds for which no interdepartmental charges have been authorized. It is difficult as a professional organization to be in the position where it is not always possible to quickly provide comprehensive, timely and adequate legal services to clients who need them and will be effected should they not be so provided. To the extent this office has any capacity to do so during FY 1997-98, we will provide it to this area seeking to maintain legal services to it commensurate with the level of services provided to clients directly charged. 2. Office Space. A second challenge currently facing this office is the provision of adequate space for its staff to efficiently and more fully address the legal needs of the County and its other public clients. We will be reviewing options to obtain additional space. HAGAAUGGlWP7-00CSV1A-OOCUAAVJWIANN-RP T1799700,WPO Paqe 12 B. NEW DIRECTIONS Future challenges which this office expects to encounter during FY 1997-98 and address include: 1. 1998 Elections. During the major County office election year of 1998, seeing that County Counsel's election advice is legally correct, impartial, and cannot be reasonably characterized as improperly favoring one candidate or measure position over another. To address this concern, experienced senior legal staff will be assigned to address any such 1998 election disputes. 2. Reorganization. During FY 1997-98, some office retirements and other personnel changes are expected to occur. To address these changes, an office staff reorganization plan is being developed and the creation of more merit-system-exempt positions initiated for replacement appointments. 3. Preventative Advice. A continuing challenge is to provide more preventative legal assistance to County staffs while being almost entirely occupied with addressing current occurring legal problems and/or crises. This will be addressed as legal resources can be appropriately directed to preventative law activities. H]GMUGGkWP7-D0CSIAA-D0CUMI VJVVANN-RP 711997DD.NPD Page 13 Q o H Z W U Q Q fA d V � O o�S 0 � N N y to = O 3 OO N a 0 O c c c c °gy p rn`—° o va, Qj c o Z'C YU CdU CUA CU N ... . p 'O C.�, C.O �' U.z, ti I U) O d V O K O a0 U O ~0 IL i : t I Com. O .. y h N h H y O h C CO d OR O V O co O = O = O C O J co '.cc w O-..0 rnU � I W�cj ILI O fn O V O J O O c ce coU U dU eco I ��+ _ � � �, ao 4 7-7 o oZCb > OQI w vi O V c a " 'co V W 0': O i N Q O aa� Ch O O � ¢ � O cy) D D � 7 n ATTACHMENT B COUNTY COUNSEL'S OFFICE FY 1997-98 1. General Government Description: To provide legal services necessary for the continued operation of the County Administrator, Board of Supervisors, Auditor-Controller and other basic County departments. FTE: 5.0 Level of Discretion:. Very limited and some discretion. General government provides legal support for some mandated functions, including Merit Board, Retirement System and Board of Supervisors. Gross Expenditures: 797,083 Financing: 445,211 Net County Cost: 351,872- Funding 51,872Funding Sources: Expenditure Transfers 15% $117,600 Property Tax Admin. 35% 277,152 Charges 6% 50,459 General Fund 44% 351,872 2. Social Service - Probate Description: Legal services for Social Service Department activities (adoptions, dependent children, assistance, etc.) and the District Attorney - Public Administrator. FTE: 8.0 Level of Discretion: Varies with service. County Counsel has very limited discretion over dependent children legal services performed for the Social Service department (Welfare and Institutions § 318.5). Gross Expenditure: $804,535 Financing: 564,297 Net County Cost 240,238 Funding Sources: Expenditure Transfers 68% $548,297 Public Administrator Estates 2% 16,000 General Fund 30% 240,238 1 • f 3. Courts/Public Protection Description: Legal services primarily for the courts and County's justice system. FTE: 4.0 Level of Discretion: Varies with service. Revenues from Small Claims Advisory Program is restricted to this program. The courts have the power to employ private attorneys, even if more expensive. Gross Expenditures: $235,763 Financing: 114,649 Net County Cost: 121,114 Funding Sources: Expenditure Transfers 36% $ 84,000 Court Fees 4% 9,195 General Fund 51% 121,114 Other 9% 21,454 4. Outside Clients/Other Description: Legal services provided to public clients and departments including Community Services, Housing Authority, Community Access Television, Miscellaneous Districts, Local Agency Formation Commission, Library, Private Industry Council, Schools, and Water Districts. FTE: 3.0 Level of Discretion: Primarily discretionary programs. Gross Expenditures: $221,500 Financing: 221,500 Net County Cost: 0 Funding Sources: Expenditure Transfers 26% $ 57,000 Charges to non-County 74% 164,500 Agencies General Fund 0% 0 ATTACHMENT "B" 2 5. Public Protection/Community Description: Legal services for programs designed to protect the general public and enhance its environment FTE: 8.2 Level of Discretion: Primarily discretionary programs. Gross Expenditures: $661,188 Financing: 658,994 Net County Cost 2,194 Funding Sources: Expenditure Transfers, 61% $403,900 Fire & Misc Spec Districts, etc. 38% 255,094 General Fund 1% 2,194 6. Health and Sanitation Description: Legal services provided to the Health Services department and sanitation districts. FTE 2.8 Level of Discretion: Varies with specific service Gross Expenditures: $258,000 Financing: 258,000 Net County Cost: 0 Funding Sources: Expenditure Transfers: 100% $258,000 ATTACHMENT "B" 3 7. Risk Management/Tort Unit Description: To provide tort litigation services in-house and supervise outside tort litigation attorneys in conjunction.with Risk Management. FTE: 5.0 Level of Discretion: Some discretion as to service level. Gross Expenditures: $512,276 Financing: 512,276 Net County Cost: 0 Funding Sources: Expenditure Transfers 100% $512,276 H:\GROUPSWDMIN\BUDGE'RPRGM97-S\IOC.WPD ATTACHMENT "B" 4 Office of the County Counsel TIME SHEET Contra Costa County SIGNATURE- TIMEKEEPER NO. MONTH/YEAR Supervisor Client Code Administrator 003.• DATE CLIENT CODE CASE NUMBER SERV. CODE TIME Agri/Wts/Measures 335 Animal Control 366 Assmt Apps Board 862 Assessor 016 Auditor 010 Bail Bonds 210.02 Board of Supervisors 001 Bldg Inspection 340.' Clerk/Recorder 240.' Commun Dvlpmnt 357.` Commun Svcs 588 County Counsel 030 District Attorney 242.` Emergency Services 362 Employee Relations 034 Fire Districts 850.' General Services 149.' Grand Jury 238 Hlth Svcs(Consv) 450.' Housing uthority 900 IAFCO 871 Human Rsources 035.' Library 620 Med Svcs(Hosp) 540.' Mntl Hlth/Acl/Dr. 655 Merit Board 036 Misc. Districts 800 Muni Cts.,Judges 210 Other 880 Priv Indus Cnsel 583 Probation 308 Public Administrator 242.02 Public Defender 243 Public Health 451.' Public Works 650.' Redevelop Agency 357.06 Retirement 145.' Rsk Mgt-Spec Defns 003.02 Revenue Coll Off 003.04 Sanitation Dists 808.' Schools 602 Sheriff 255 Small Claims 220 Social Svc Allowable 500 ' Soc Svc Unallowable 502.' Sup Cl Admin-Judges 237 Treas/Tax Collector 015 'See reverse for additional codes SERVICE CODES: I. Agree/Contract 10. Vacation 20 Dscvry Prep/Ntcs 42 Conferences 2. Courl'Time/Hrg' 11. Sick Leavel2. 22. Lgl Secy Task:Ct filing/copy- 43. Telephone Calls 3. Resol/Ordinance Admin Leave fax docs-files/annual files 52. Payroll S. Admin/Supv 13. Persl7loating Holiday 23. Break Time 53. Asst w/Equip Prblms 6. Opinion/Ltrs/Memos 14. Jury Duty/Other 24, Timekeeping/TABS 56. Travel Arrangements 7. ATTY Pldngs Non-ct 16. Legal Research 25. Purchasing/Supplies 57. Training 8. Profes Educ/Study 17. Doc/Evid Review 27. Small Claims transcrptn 62. Law Library Maint. 9. Routine:file mgt/ lg. Depo/Hrg Prep 41. Meetings 71. SECY Pleadings: maiUdemands/caldr 19. Trial Prep Type/Proof/Copy/File/mail CLIENTS WITH SUB-ACCOUNTS ADIAMISTRATOR MEDICAL SERVICES(HOSPI Gen(Mitc................. 003.00 Gen/Misc................. 540.00 SOCIAL SERVICE CAN ................... 003.06 HMO.................... 540.02 SOCIAL SERVICE "UNALLOWABLE" Ofc Rev Collec ............. 003.04 Replacemnt Hosp ........... 540.04 ALLOWABLE" Risk Mgt/Spec Oaten......... 003.02 500 502 PUBLICHEALTH ISaDINc NSPECTION Gen/Mise................. 451.00 Gen/Misc................. 340.00 Solid Waste Ent 451.02 The allowable costs of the The following activities of the Enforcement 340.02 Haz Mated&Waste ......... 451.04 County Counsel's Office are County Counsel's Office remain Haz Waste Coll............. 451.06 C /RECORDER Emergency Svcs ............ 362.00 subject to the following general unallowable for grant Clerk-Gen/Misc............. 240.00 criteria: reimbursement purposes: Elections 240.02 PUBLIC WORKS++ Recorder ................. 240.04 Admin/Personnel ........... 650.01 Airport/Buchan ............. 650.02 1. Costs necessary and 1. Legal expenses involved in y`OMMumw DEVELOPMENT Airport/Syron .............. 650.03 reasonable for proper and prosecuting claims against the Gen/Misc................. 357.00 AOB/MeasC/Dlta++ ......... 650.05 efficient administration of grant State and Federal governments, AS 939 .................. 357.09 Co Service Areas ........... 650.10 Doughrty Vally Shp.......... 357.31 En ineern Svc 650.06 programs. when the County is plaintif. Doughrty Vally Wind ......... 357.32 Flood Cont Dst++ .......... 650.08 Enforcement .............. 357.10 Gas Tax ................. 650.04 2. Costs which are not a general 2. Costs associated with the GMEDA.................. 357.28 Mapping Services ........... 650.07 Counsel or his staff discharging Haz Waste Plan 357.12 Rght-of-Way Acq++ ........ 650.09 expense required to carry out the 9 9 Redevelopment Agcy ........ 357.06 overall res-ponsibilities of county their general responsibilities as ;Resource Recovery .......... 357.26 RETIREMENT government. legal officers of the County. The Solid Waste++ ............ 357.08 Gen/Misc................. 145.00 Bureau inteprets this to be the SWAT 357.22 Retmt Board Mtngs .......... 145.01 advising of the Board of TRANSPLAN .............. 357.18 Retmt Bd Opinions .......... 145.03 3. Costs, whether allo- sated, TRANSPAC ............... 357.20 Disability ................. 145.02 direct-billed, or cost-applied, Supervisors or County Water Agency ............. 357.02 Department heads on t hdthe general West Co Trns Comm ......... 357.24 SANrTAT10N DISTRICTS must be included in and p -- Gen/Misc................. 808.00 supported by the County-Wide legal requirements of their own COMMUNRY SERVICES r5A .................... 808.02 Cost Allocation Plan. offices. Gen/Misc++ .............. 588.00 Delta Diablo ............... 808.04 r7B .................... 608.06 The unallowable costs would also Qt3LATTORNEY/Pl)6 ADMIN #15 808.06 4. Allowable costs must be GerlMlisc................. 242.00 #19 808.10 allocated or charged on a include their proportionate share Public Admin .............. 242.02 consistent basis to all county of administrative and over-head M DISTRICTS SCHOOLS departments claiming costs allocated in the County- Gen/Misc......... 850.00 Gen/Misc................. 602.00 reimbursement for County Wide Cost Allo-cation Plan. .............. Bethel Island 850.02 Acalanes ................. 602.02 Brentwood................ 850.04 Antioch USD .............. 602.04 Counsel services. Byron 850.06 Brentwood USD ............ 602.06 EXAMPLE OF UNALLOWABLE COSTS: CCC Procec Dst ............ 850.08 Byron usD ............... 602.09 5. Allowable costs must be Crockett/Carquinez .......... 850.10 Canyon SD ............... 602.10 1. Legal expenses incurred in Danville.................. 850.12 John Swett USD............ 602.12 supported by complete time court proceedings(as opposed to East Diablo .............. 850.14 Knightsen SD .............. 602.14 records accounting for all Kensington ............... 850.16 Lafayette SD .............. 602.16 activities on a daily'basis land administrative appeal procedure) Moraga .................. 850.18 Liberty SD ................ 602.18 While challenging a denial of Oakley 850.20 Martinez SD............... 602.20 these original time records must Moraga SD 602.22 be retained for a minimum of five grant funds. Olinda.......... ........ 850.22 Mt.Diablo SO 602.24 Ptrwle ................... 850.24 ............. (5i years] ................ Riverview 850.26 Oakley USD ............... 602.26 2. Costs associated with the San Ramon 850.28 Orinda USD ............... 602.28 •� •�•• � attendance of counsel at Board Tassajara...:.. ..... ...... 850.30 Pittsburg USD ............. 602.30 West County..:............. 850.32 Richmond USD ............. 602.32 Of Supervisors' meetings, Or San Ramon Vly ............. 602.34 other district board or committee General Services Walnut Creek USD .......... 602.36 meetings. Gen/Misc..... .... ........ 149.00 CC Comm Coll Ost .......... 602.38 Construction Projects++ ..... 149.02 CCC Supt Schools .......... 602.40 Lease Projects ....... ... ... 149.04 CCC Schools Ins Grp....... .. 602.41 3. Advising newly- elected officials or newly-appointed TH SERVICES SOCIAL SERVICE F (CNSERVATORSHP CODES) iALLOWAeLEI: department heads on the general Gen/Misc. ... . .. .. . . .. .. .. 450:00 Gen/Mist. .. . . . . .. . . .. . ... 500.00 legal requirements of their ... 450.06 Dependencies .. . . ... ... ... 500.02 Offices. Meds Refus/Riese Hg . . . .. . .. 450.10 Depndncies 5366.26 ... ... . .. 500.04 Merrithew Hsp Was . . . .. . . . . 450.03 Dependencies 5388 . .. . .. . . . 500.05 Prot Hospitals.. ... . . . .. .... 450.04 Guardianship Juv .. . . . . . .. . . 500.10 Prvt Hospitals Writs . .. . .. ... 450.05 LIPS .. ..... . . . . .. ... . .. . . 500.12 Public Guardian .. ... .. 450.08 Term 57800 CCP . ... .. ..... 500.06 Regional Center . . . . . .. .. . . . 450.02 Term 57662 . . . . ... ...... . 500.08 H,OMAN RESOVRCES DEPT ++ACTIVITY AND/OR WORK ORDER Gen/Misc. . . . . . . . . . . . . . 035.00 NUMBERS ARE REQUIRED!ISee Otc Mgr First Choice .. . . . . . . . . . . . . 035.01 or Acct Clk if necessary.) - Rev 1/3/97 H�GMVGG��WV.1N6��MASTER$\TMAESNEE\REVFRSE WPD ATTACHMENT "D" COUNTY COUNSEL CLIENT HOURS & COSTS FY 96-97 July-June Client Name Hours Costs ADMINISTRATOR 11,367.65 784,938.36 General 619.35 53,406.19 Self-Insurance (Risk Mgmt) 10,614.45 723,377.32 CAN 32.00 2,911.13 ORC 101.85 5,243.72 Crockett Cogeneration 0.00 0.00 ADOPTIONS-see Social Service-Recov AGRIC-WEIGHTS-MEASURES 0.00 0.00 ANIMAL CONTROL 161.40 15,420.16 ASSESSMENT APPEALS BOARD 91.75 8,326.34 ASSESSOR 870.00 85,645.66 AUDITOR-CONTROLLER 225.85 21,630.95 BOARD OF SUPERVISORS 2,420.45 224,308.19 BUILDING INSPECTION 442.60 32,333.67 General 61.85 4,825.19 Enforcement 380.75 27,508.48 CLERK-RECORDER 385.95 36,302.44 General 318.30 29,989.37 Elections 61.45 5,907.48 Recorder 6.20 405.59 COMMUNITY DEVELOPMENT 2,665.65 236,304.73 General 1,425.30 130,701.95 Water Agency 106.70 8,049.68 Redevelopment 273.80 21,815.13 Solid Waste 546.60 49,925.30 AB 939 0.00 0.00 Enforcement 57.20 4,334.96 Haz Waste Mgmt Plan 1.70 58.48 CC Transp Auth 0.00 0.00 Delta Hwy JPFA 0.00 0.00 TRANSPLAN 10.35 983.83 YATRPC TRPAC 0.00 0.00 YASWAT SE TRNS 0.00 0.00 YAWCCT-West CC Trans Advis 0.00 0.00 Resource Recovery 2.50 212.08 GMEDA 110.90 9,199.04 DGHTY VLLY 8.00 744.63 Mobile Homes 122.60 10,279.65 COMMUNITY SERVICES 392.75 33,684.77 COUNTY COUNSEL 18,410.32 896,128.58 C IPROIFYgA-WICC"fNro vn37 n COUNTY COUNSEL CLIENT HOURS & COSTS FY 96-97 July-June Client Name Hours Costs DISTRICT ATTORNEY-PUBLIC ADMINISTRATOR 219.10 15,014.17 General 17.90 1,667.54 Public Administrator 201.20 13,346.63 DISTRICTS-GENERAL 32.00 2,698.50 EMERGENCY SERVICES 5.00 648.02 EMPLOYEE RELATIONS 874.15 85,467.99 FIRE DISTRICTS 610.00 57,410.23 General 37.55 3,673.59 CCCFPD 529.30 49,707.10 Bethel Island 7.00 640.88 Brentwood 0.00 0.00 Byron 0.00 0.00 Crockett/Carquinez 5.50 550.45 Danville 0.00 0.00 East Diablo 11.50 1,019.95 Kensington 0.25 23.61 Moraga 3.50 296.91 Oakley 5.50 549.45 Orinda 9.90 948.29 Pinole 0.00 0.00 Riverview 0.00 0.00 San Ramon 0.00 0.00 Tassajara 0.00 0.00 West County 0.00 0.00 GENERAL SERVICES 295.70 25,859.28 General 80.35 1 6,978.13 Construction Projects 177.35 1 15,295.17 Lease Projects 38.00 1 3,585.98 GRAND JURY 81.35 7,929.60 HEALTH SERVICES 1,778.65 98,982.74 General 498.00 46,225.95 LPS (Conservatorship) 974.70 38,058.77 TPS (Med Refusals) 4.95 140.95 Merrithew Hosp Writs 62.90 3,736.97 Private Hosp Writs 38.00 21266.82 Private Hospitals 1 5.50 1 321.25 Public Guardian 186.75 1 7,872.65 Regional Centers 7.85 1 359.38 HOUSING AUTHORITY 1,429.40 104,954.38 LAFCO 239.90 23,665.25 LIBRARY 139.55 11,005.99 COUNTY COUNSEL CLIENT HOURS & COSTS FY 96-97 July-June Client Name Hours Costs MEDICAL SERVICES 835.45 79,707.30 General 777.85 74,624.13 Replacement Hospital 36.40 3,036.98 HMO 21.20 2,046.19 MENTAL HEALTH 61.50 5,967.06 MERIT BOARD 42.95 3,727.32 MUNICIPAL COURT-JUDGES 99.05 7,506.77 MUNICIPAL COURT- BAIL BONDS 198.10 11,760.00 OTHER 0.50 32.97 PERSONNEL 277.05 25,697.51 PRIVATE INDUSTRY COUNCIL 53.35 3,776.04 PROBATION 185.10 16,499.39 PUBLIC DEFENDER 8.75 752.02 PUBLIC HEALTH 705.40 61,908.86 General 99.95 9,560.02 Solid Waste Enforcement 66.85 5,375.38 Haz Waste Collection 0.00 0.00 Hazardous Materials&Waste 538.60 46,973.46 PUBLIC WORKS 3,494.20 291,189.39 General 198.50 14,787.90 Airport-Buchanan 241.20 17,811.26 Airport-Byron 196.95 17,802.53 Gas Taxes 21.10 1,578.34 AOB-Measure C 1,031.80 88,525.03 Engineering Services 379.55 31,772.59 Mapping 0.00 0.00 Flood Control 482.95 41,799.19 Right of Way Activities 891.05 72,024.82 CSA(formerly CD) 4.60 414.58 Sanitation District 0.00 0.00 Sanitation District#19 46.50 4,673.15 RETIREMENT 1,180.80 89,282.98 General 427.05 37,857.91 Board Meetings 99.00 9,012.96 Disability 599.60 37,190.17 Board Opinions 55.15 5,221.94 SANITATION DISTRICTS 455.00 37,376.67 General 3.00 106.00 Delta Diablo 444.50 36,598.50 Sanitation District#713 1.00 84.83 Sanitation District#15 4.50 411.11 Sanitation District#5A 0.00 0.00 Sanitation District#6 2.00 176.23 C,kpV0NFY%. -97\r.r,HRrn wa? COUNTY COUNSEL CLIENT HOURS & COSTS FY 96-97 July-June Client Name Hours Costs SCHOOLS 765.70 61,795.72 General 62.80 4,864.35 Supt of Schools 618.30 50,593.60 Acalanes UHSD 0.00 0.00 Antioch USD 0.00 0.00 Brentwood USD 0.00 0.00 Byron USD 33.10 2,249.18 Canyon SD 0.00 0.00 John Swett USD 0.00 0.00 Knightsen SD 0.00 0.00 Lafayette SD 0.00 0.00 Liberty UHSD 0.00 0.00 Martinez USD 0.00 0.00 Moraga SD 0.00 0.00 Mt.Diablo USD 0.00 0.00 Oakley USD 0.00 0.00 Orinda 0.00 0.00 Pittsburg USD 1.00 78.34 Richmond USD 0.00 0.00 San Ramon USD 0.00 0.00 Walnut Creek SD 0.00 0.00 CC Community College 3.65 159.95 CCC Schools Ins Group 43.60 3,577.30 Board of Education 3.25 273.00 SHERIFF 1,746.55 150,790.28 SMALL CLAIMS 2,397.90 79,578.67 SOCIAL SERVICE (ALLOWABLE) 13,538.90 762,461.91 General 476.95 30,517.52 Dependencies 10,195.55 613,438.21 Dependencies re Criminal 0.00 0.00 § 7800 Terminations 46.20 1,946.32 § 7662 Terminations 2.85 190.20 Guardianships/Juvenile 0.00 . 0.00 § 366.26 1,639.55 69,326.61 § 388 130.25 5,964.13 LPS/SSS 1,047.55 41,078.92 SOCIAL SERVICE (UNALLOWABLE) 599.00 41,911.51 SUPERIOR COURT-ADMIN-JUDGES 260.05 20,701.76 TREASURER-TAX COLLECTOR 127.10 11,035.36 TOTAL 70,153.97 4,572,119.49