HomeMy WebLinkAboutAC-consistency outline.08.08AC CONSISTENCY OUTLINE
AC Recruitment
Outreach/Advertising
• Programmatically, periodically (annually or bi-annually?) identify ethnic "constituencies" from which
members should be recruited (ethnic meaning relating to a population subgroup (within a larger or
dominant cultural group) with a common cultural tradition. Not just "shotgun" media promos that is
mainly productive of continental immigrants.
• Consider appropriate verbal, physical engagement techniques to connect with collectivist ethnicities.
(These connections will not come from emails and advertisements.)
• Current memo from Michael that can be used for recruitment
Application (including fillable online form: Grace will work with Kevin)
Revised Draft -done and fillable form is available online (CDP Website)
Application can come in through Mayors or Planning
Planning to provide copy to Mayors Office when received.
Mayor's office role
Forward received apps to Planning
Evaluate Planning's recommendations & process as appropriate (or not)
Selection (Draft of process in review)
Criteria Done- See Criteria Document dated 8/8/2017
Process
Designated Liaison: Who is the Liaison w/ the Mayor's office for ALL
ACs, and thus is the person responsible to advise the CDP manager of
applications received, etc.?
Questions
Interview — choose standard locations for "outlying" CDP planning areas
e.g., Waimea for N and S Kohala, Na'alehu for Ka'u, Kea'au
for Puna, etc.
Participants
Evaluation of Applicants
How to send recommendations to Mayor's Office? (memo, email????)
Develop an email standard template for such communiques;
everything is transmitted by email anyway
Orientation
Develop quick reference sheet for CDPs (Puna example)
Include synopsis of the particular CDP's main ongoing issues and subcommittee
status and/or history, as appropriate, so that the new member know what he/she is
stepping into organizationally.
Terms
Staggering terms — Chap 16
Calendar or Fis.3 al��' aNeither — all membership terms commence upon the inception
date of the individual AC, and end upon the staggered year anniversaries of that same
inception date. We need a clear policy/Rule to establish the end term/new term dates to
be on a convenient near -date, such as end of the prior or same month as the anniversary
date. E.G., the Kona AC was established upon the swearing in of a quorum of appointed
members (enough to do business) on 6/09/2009. The AC was born that date, and the
respective staggered terms ended 2, 3 and 4 years thereafter. Administratively we have
decided to treat the terms as ending on May 31 of the respective term years, with next
terms commencing the next day, on June 1 of those respective term years. Each AC will
have its own "birthday" and term anniversaries. A Dept. Rule establishing the
"rounding" convention to end terms on either that date, or perhaps the last day of the
prior month if the birthday is prior to the 15' day of that month, etc., would be the best
way to make all this very clear and understandable.) -----------------------------
commented [SH1]: I think we need to discuss this one. I
AC holdover, how to determine seats
lean more toward standardizing when we get new AC
The Mayor, with pro -active counsel from the PD, should decide which holdovers
members for all AC's which could help us with scheduling.
May need to talk to Mayor's Office and Council personnel to
are replaced first and last. It should not be by strict formula, as some holdovers
find out how much easier/difficult it is to confirm appointee
are extremely valuable for leading a current project, and others may be
at same or different times.
problematic and desired for quick replacement.
Expiring Term
Certificates process (including how we present to outgoing AC)
Need to see what other committees do.
Operating
Committee Guidelines/Rules
Look at all existing and bring into alignment
Develop 1 Doc for all ACs
Check chap 16 for any required operating procedures
Review internally & w/ AC Chairs
Review & approval by ACs
Fact Sheets
Schedule annual updates & as needed
Work on consistency (content)
Annual Reports
Develop easy form/process that is standardized
Work into annual schedule
To minimize calendar year "crunch," especially because of concurrency of CIP
issues, I suggest doing "annual reports" upon the anniversary dates of the individual ACs. This
would spread out the workload to less demanding time periods, especially for collaborative
report production among staff members -1 --------------------------------------- commented [sH2]: I agree. It should coincide with the
adoption date of the CDP
Communications (incoming to AC, & outgoing from AC)
Consider assigning Communication Numbers???
Formatting of name on communication to easily identify what it is
Start with year -comm #, descriptor (e.g. AC to PD, DEM to AC, etc.), title of
letter (e.g. PONC recommendation), define FINAL or DRAFT if appropriate
Use comm #'s on Agenda
AC capacity building
Meetings
Schedules
Yearly Schedules
Calendars of Decision points
Venue reservations
Annual reporting & schedules (yearly & monthly)
CIP/budget
Fact sheet updates
Annual reports
PONC
Meeting schedule including subcommittees
Elections of chair & Vice
Puna
Current: 2" d Tuesday of the month. 3:00pm to 6:00pm. Alternating between Keaau and Pahoa.
Proposed:
North Kohala
Current:
Proposed:
Hamakua
Proposed:
Kona
Current:
Proposed:
South Kohala
Current:
Proposed:
Kau
Proposed:
Venues
Puna
Current:
Proposed:
North Kohala
Current:
Proposed:
Hamakua
Proposed:
Kona
Current:
Proposed:
South Kohala
Current:
Proposed:
Kau
Proposed:
Alternate locations to provide opportunity to community members
List of venues and contacts
Contacts
Instructions for opening, closing
(keys, procedures, AC units, lights, chairs, tables, room configuaration)
Prep
Schedule of Notices
Meeting Announcement — 3 weeks prior to AC meeting
Meeting Reminder & Agenda — 10 days prior to meeting
NOTE: We also want to be cognizant that if there is considerable content for the AC to consider,
we might want to send that separately from the agenda more than 10 days in advance if at all
possible - but that will be up to the CDP Planner to decide. We want to be mindful that the
committee needs adequate time to review material.
Agendas
2 weeks for AC chair review, 1.5 weeks for AC members
Posting 6 calendar days per Sunshine law (change to 10 days for ample notification of
AC members???)
Must be filed at County Clerks (East and West)
Once posted, scan "stamped" copy and save on p drive and LF
Must have date, time, place (including address of venue)
Meetings
AC/Planner check-in meetings prior to AC meeting
3 person team???
Lead planner
Meeting manager
Assist chair
Modified/simplified Roberts rules resource
Assistant planner
Notes (minutes, motions, follow-ups)
Assist lead planner
Supplies/equipment
Room captain (logistical support)
Sign -in (greet, explain handouts, testimony forms)
Room management
Assist planners
Email of agenda
County staff
AC & Council
Listserve
Supplies
Equipment
Audio system
Speaker
Mics & cords
Tazcam
Extra Batteries
Video system
Projector
Clicker
VGA Video cord
Screen
Handouts
Agenda
Draft minutes
Communications
Schedules??
Misc
Extension Cords
Power Strip
Name Plates
Pens
During Meeting
Staff Roles
CDP Planner
Support Planner
Room Captain
Follow-up
Minutes
DRAFT must be posted in 30 days (Sunshine law req.) will change July 1, 2018
Send to AC when done with DRAFT to allow time to revise.
Building staff capacity to effectively take notes
Audio files process?
Defined format already (see LeAna's instructions)
IT
P: Drive
Re ofg foldef stnaetufe (file stndetufe will infofm how LF foldefs and website will be
strut
Consider moving from WPwin60 to root of Rdrive or into long range division
folder????
What to do with old files?
Who is responsible to do what to clean up the files?
Reasonable deadline for making it happen????
Consider how do we save important emails to folders instead of it being "housed" in
personal email folders?
Consider- AC stFuetar-e (e.g. subeofmniffees)
File naming conventions
Date, CDP, Descriptor,
2017-06-30.PCDP. State.NewLibraryKeaau.pdf
Folder structure
CDP (maybe in handbook folder)
GENERAL INFO (folder)
Templates -overall (folder)
Department Directives and Opinions (folder)
Action committee (Folder)
Management (folder)
Orientation materials (folder)
Guidelines
CIP
Create process & schedule
PCDP (folder)
Action Committee (folder)
Budget (folder)
FY2018-2019 (folder)
Calendar -Schedules -Priorities (folder)
Communication (Folder)
2017 (folder)
e.g.: NK2017-10.PDtoDWS.water.spigots.DRAFT
e.g.: K2017-20.
e.g.: Kau2017-30.
e.g.: SK2017-40.
e.g.: H2O17-12.
e.g.: P2017-15.
e.g.: Hilo2017-28.
Meetings (Folder)
2017 (folder)
2017-06-30-PCDP (Folder)
Agenda
Final Minutes, Draft minutes
Meeting materials
Presentations
Reports
Communications (links)
Written Public testimony
Old versions (folder) (clean up docs by saving old versions
here)
Sign -in sheets, scanned version
Voice recordings e.g: 2017-06-30.PCDP.tazcam
Member information (folder)
Application -S election
Recruitment (folder)
Applications (folder)
Selection process (folder)
Criteria
Interview
Background check
Not selected applicant info (folder)
Nomination/Oath of Office (folder)
Certificates of appreciation (folder)
Contact lists
Member Name (folder)
Misc Member info/profile
Membership terms (AC "genealogy")
Member ber afY:liatio .a....,,ment e.g: 2017 06 30 ,ti.emb o,- affiliation
do
Member affiliate matrix
Mise AC (fol.lerr97
Outreach (Folder)
Meeting notices/reminders
Media notices
Newspaper articles
Organizations or media lists
Subcommittees (Folder)
Subcommittee name (folder)
2017 (folder)????
Templates (make all docs read-only) (Folder)
Agenda
Minutes
Public comment forms
Sign -in
Directional Signs
Feedback forms
Standard (letterhead)
Topics (Folder)
Regional
Particular issue??
Venue information (folder)
Venue name (folder) Instead of a folder, we could do a "fact sheet"???
Misc information, instructions etc.
Annual Progress Reports (folder)
2017 (folder)
Community (folder) not sure how to organize this folder.
Contacts (folder)
Resources (folder)
Fact Sheets (folder)
2017-06-30.PCDP. FactSheet. doc
Final -Adopted Plan (Folder)
Miscellaneous CDP (folder)
Articles (folder) (e.g. newspaper article)
GIS files (folder)
Maps (folder)
Photos (folder)
Resource Material (folder) This could be any information that pertains to the
district.
PRE -ADOPTION (folder) (Everything pre -adoption is here. No need to reorganize)
Village -Town Plans (folder)
(e.g) HPP Master Plan -2015 (folder)
Emails
CDP emails (e.g. Puna hawaiicounty.gov)
Who gets them?
Team? E.g. LeAna, Keiko, & Grace will get Hamakua, NKohala, & puna
emails)
Lead CDP Planner will be responsible for follow-up or directing team
members to follow-up.
Team Planner will be manager of email with permissions to grant access?
puna(ftawaiicounty.Qov
Manager: LeAna Gloor,
Staff. Keiko Mercado, Grace Armstrong Hans Santiago
hamakua(t)hawaiicounty.gov
Manager: LeAna Gloor,
Staff. Keiko Mercado, Grace Armstrong
northkohala(&,hawaiicounty.gov
Manager: LeAna Gloor,
Staff: Keiko Mercado, Grace Armstrong
kau(t�,hawaiicounty.gov
Manager: Hans Santiago,
Staff. Keels Childs, Heather Bartlett
southkohala(t hawaiicounty.gov
Manager: Hans Santiago,
Staff. Keels Childs, Heather Bartlett
kom@bawaiicounty.gov
Manager: Hans Santiago,
Staff. Keels Childs, Heather Bartlett
hilo(&,hawaiicounty.gov
Manager: Hans Santiago,
Staff. April Surprenant, Keiko Mercado
downtownhilo(&,hawaiicounty.gov
Manager: Hans Santiago,
Staff. April Surprenant, Keiko Mercado
Laseffiche
How we use them?
Mailchimp?
Posting in Public Folder (need instructions)
Re-org folder structure
Posting fink/copies in Planning folder
Organize folder structure
OCR'ing for ADA accessibility
Public LF
CDP Name (folder)
Action Committee (folder)
Meetings (Folder)
Meeting date (folder)
CDP Website
Puna (CDP Name) (Page with Synopsis of CDP with Planner contact info (paragraph))
Stay informed (this includes links to sign-up for email notification, facebook page link, )
Meeting date schedule sheet
Final Plan (contains final plan doe, pdf or link to LF location)
Action committee (page with paragraph synopsis of action committee and apply here
link)
Fact sheet (link)
Member info (page)
Member Bios
Meetings (page)
Date of meeting (page)
All docs associated with meeting (agenda, comms, minutes,
meeting announcement) All docs linked to LF location to meet
ADA requirements. e.g: Agenda (link), minutes (link), etc.
Subcommittees (page) include bios of subcommittee including members and
contact info
Budget (page)
Apply herel (page)
Pre -Adoption
Feedback Form page (contingent on if John Schinnerer has to do it???)
Committee ListServe
Management
Public ListServe
Management
Hyperlinks must be full links and not "shortened" for ADA compliance.
Social Media
Facebook
What to post?
Do we create just one for all CDPs?
Newspaper - public announcement
PD Staff
Title:
CDP Planner
Planner
Regular CDP team meetings
Capacity building (help from R&D???)
Facilitation training
Others!