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a ORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: March 6, 2002
Action Agenda.
Item No. _
SUBJECT: Proposed Guidelines for Commissioner Requests for Information from County
Staff
DEPARTMENT: County Manager PUBLIC HEARING: (Y/N) No
County Commissioners
ATTACHMENT(S): INFORMATION CONTACT:
Barry Jacobs, Chair
Draft Proposed Guidelines John Link, ext. 2300
TELEPHONE NUMBERS:
Hillsborough 732-8181
Chapel Hill 968-4501
Durham 688-7331
Mebane 336-227-2031
PURPOSE: To review and consider Proposed Guidelines for Commissioner Requests for
Information from County Staff.
BACKGROUND: In response to a BOCC request, staff developed a draft procedure that the
Board may wish to use as a basis for discussion for improving communications, insofar as that
relates to responses to Commissioner requests for information. This draft was previously
provided to the BOCC, and a copy is also attached to this abstract.
FINANCIAL IMPACT: There is no financial impact associated with consideration of the
proposed guidelines.
RECOMMENDATION(S): The Manager recommends that the Board review and discuss the
proposed guidelines, make any necessary modifications, and approve the guidelines as
revised.
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February 2002
DRAFT 2
Orange County Board of Commissioners
Proposed Guidelines for
Commissioner Requests for Information from County Staff
Purpose: To establish guidelines for Commissioners and staff for addressing individual
Commissioner's requests for information, reports, memoranda, or similar information from
County staff. The Board of Commissioners' interests in establishing these guidelines are
as follows:
• To clarify for Commissioners and staff when requests should be addressed to the
Manager or department head or when the request may require the full Board's
consideration.
• On behalf of the full Board, to assure there is an opportunity to consider as a Board,
Commissioner requests that will involve significant staff time and impact existing goals
and priorities.
• While acknowledging the Manager and staffs willingness to respond to Commissioners
requests, to assure that there is opportunity in the process for appropriate
consideration - by the Manager or, as necessary, by the Board - of priorities and any
need for re-prioritization.
Note: In the instance of Commissioners' requests to the Clerk to the Board, the Board has
in place protocols for working with the Clerk. This procedure does not apply to requests to
the Clerk to the Board except as such requests involve the Clerk obtaining information
from County departments. In such case the Clerk addresses the request to the Manager.
Guidelines
A. Requests Outside of Board of Commissioners' Meetings
1. Copies of Existing Information
If a County Commissioner wants copies of existing information, reports, agenda
abstract or similar information, the Commissioner may request the information from
the Manager or directly from the department head involved. The Manager or
department head involved responds directly to the request as soon as possible. In
this instance, it is not necessary to provide the information to any Commissioner
other than the requesting Commissioner.
2. Additional Information Requiring Limited Staff Work (Less than Two Hours)
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When a County Commissioner requests additional information that may require
limited additional work such as two hours or less, the Commissioner may direct the
request to the department head or the Manager. The Manager or department head
involved responds directly to the request as soon as possible. If the department
head is contacted directly he or she advises the Manager of the request. In this
instance, the additional information generated is provided to all Commissioners.
3. Additional Information Requiring Significant Staff Work (More than Two Hours)
When a County Commissioner requests additional information that may require
significant additional staff work such as a new report or amendments to an existing
report, the Commissioner makes the request to the Manager. If a department head
receives such a request directly and, after examining it, determines the request will
require significant additional staff work, he or she refers the request to the Manager
for the Manager's review.
If in the Manager's opinion the request will require significant work, the Manager
reviews the request with the Board Chair. The Manager and the Board Chair
discuss how the request relates to the Board's goals and priorities. As necessary,
the Board Chair discusses the request with the involved County Commissioner or all
Commissioners to reach a decision on whether to have staff provide the requested
information.
B. Requests During Board of Commissioners' Meetings (Follow Up Items)
During Commissioners' comments or in the course of discussion of a particular Board
meeting item, a Commissioner may make a request for additional information.
1. If based on the experience of the Board Chair, another Commissioner who has
knowledge of the subject, or the Manager such request would seem to involve
significant time (more than several days), it is the responsibility of the Board Chair,
other Commissioner or Manager to bring this to the attention of the Board.
In this way, the Board may decide whether it wishes to pursue the staff time
investment required by the request. Also in this way the Board will understand that
the request will require more time, that it may not be possible to bring the
information back by the next meeting agenda and that it may impact other work
priorities.
For example, the Public Safety Study arose as a follow up item to the Board's
Comments. The decision was to pursue the study as an important objective for the
Board. This did require significant additional time and did impact other work
priorities.
2. If, as in most cases, the item does not require the above level of consideration, the
Manager will address the request and report back to the Board.