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Transition Steps

Going Independent CALAFCO Annual Conference September 6, 2006 Paul Hood, Executive Officer San Luis Obispo LAFCO. Transition Steps. San Luis Obispo LAFCO became independent of the County on July 1, 2001.

raymond-kemp
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Transition Steps

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  1. Going IndependentCALAFCO Annual ConferenceSeptember 6, 2006Paul Hood, Executive OfficerSan Luis Obispo LAFCO

  2. Transition Steps • San Luis Obispo LAFCO became independent of the County on July 1, 2001. • The process of becoming independent is one that may be of interest to other LAFCO’s who may decide to embark on this journey

  3. Commission Direction • SLO LAFCO closely followed the work of the Commission on Local Governance for the 21st Century prior to the introduction of AB 2838 • SLO LAFCO’s Chairman and Staff provided testimony CLG 21st C in Santa Barbara. • Several year’s earlier, the Commission held a workshop on becoming independent. • As a result, the Commission named its own Executive Officer rather than have CAO appoint a Deputy EO

  4. Advantages of Going Independent • Commission is an autonomous decision making body charged with implementing CKH • Being staffed by the County gives the perception of bias • Independent LAFCO is more objective and less influenced by the County • Staff acts independently and serves the Commission • No Countywide Overhead • LAFCO should be viewed as an independent mediator across jurisdictional issues

  5. Laying the Groundwork • Staff received direction from the Commission to Develop independent budget. • LAFCO staff attended the monthly meeting of City and County administrators after CKH was signed in September 2000 to discuss implementation. Group discussed new LAFCO funding formula. • Working Group made up of three city managers, three special district managers, the CAO, County Auditor and County Counsel met beginning in December 2000 to discuss implementation of AB 2838.

  6. Developing LAFCO Budget • Staff presented the preliminary 2001-02 LAFCO budget in January 2001. Copies of the budget were sent to all cities, special districts and the County • The Commission directed that staff return in February with two scenarios, one using County staff and one using independent staff • They also directed staff to return with a restructuring of the Commission’s fee schedule

  7. Developing LAFCO Budget • In February, 2001, the Commission approved the independent three staff option: • Executive Officer • LAFCO Analyst • Commission Clerk. • It included a goal that 50% of the budget come from fees. • In March, 2001, the Commission approved the Executive Officer’s employment contract and the 2001-02 Budget with a number of budget assumptions.

  8. Independent Budget Assumptions • Use of County Auditor to Process Bill Payments - Contract • Use County Phone System/Copy Center/ Twice Weekly Mail Pickup • Include Consultant fees - $25,000 • Rent Private Office Space -$25,000 – could not find ideal space in 3 month implementation (1,000 sq ft) – space we rented was 1,440 sq ft @$1.60 gross. Now up to $2.00. Beware of triple net. Within 3 blocks of Courthouse

  9. Budget Assumptions (Cont’d) • Initially Contracted with County Counsel for legal advise. Now Contract with Private Attorney • Insurance billing $2,500 budgeted, $8,000 Actual – Contract with SDRMA • Data processing support – zero budgeted, $5,000 Actual – Now use Private Firm for Computer Support • Internet Service and Website Hosting

  10. Budget Assumptions (Cont’d) • Private Janitorial Firm • One time expenditures $40,500 – furniture, computers, copying machine and repayment of a County loan ($5,000) • Contract with County Pension Trust (1937 Act) – Required Legislation

  11. Questions?

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