2002-1134-Minutes for Meeting August 19,2002 Recorded 8/28/2002COUNTY OFFICIAL
MARYHSUE SPENHOLLOW, COUNTYRCLERKS IBJ L002.1134
COMMISSIONERS' JOURNAL
1111111111111111111111111111111 08/28/2002 02; 33:28 PM
200200UUt
DESCHUTES COUNTY CLERK
CERTIFICATE PAGE
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if document is re-recorded.
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Deschutes County Board of Commissioners
1130 NW Harriman St., Bend, OR 97701-1947
(541) 388-6570 - Fax (541) 388-4752 - www.deschutes.org
MINUTES OF MEETING
COMMISSIONERS AND DEPARTMENT HEADS
MONDAY, AUGUST 19, 2002
Present were Commissioners Tom De Wolf, Dennis R. Luke and Michael M. Daly.
Also present were Mike Maier, County Administrator; Dave Malkin, 911; Dan
Peddycord and Tamara Weaver, Health; Scott Johnson, Commission on Children
& Families; Marty Wynne, Finance; Becky Jackson, Parole & Probation; Rick
Isham and Mark Amberg, Legal Counsel; and Dave Peterson, Joe Sadony and
Tom Cornelliac, Information Technologies.
Also in attendance were Gary Smith, Mental Health; Jeff Kern, Surveyor; Jenny
Scanlon, Juvenile Community Justice; Renee Warner, Building Services; Tammy
Credicott, Property Management; Mike Viegas, Risk Management; Timm Schimke,
Solid Waste; Pat Ross, Veterans' Services; Darryl Nakahira and Patty Hendrix,
District Attorney's Office; Dennis Morris, Road; Debbie Legg, Personnel; George
Read, Community Development; Dan Despotopolus, Fairgrounds; Scot Langton,
Assessor; and Susan Ross, Commissioners' Office.
Chair Tom DeWolf opened the meeting at 12:05 p.m.
1. Discussion of a Per Diem Expense Reimbursement Proposal.
Marty Wynne introduced a proposal for per diem expense reimbursements, to
be used instead of itemizing meals, and distributed handouts explaining the
guidelines of the proposal. The amounts used would be the IRS published
numbers, and would allow employees some flexibility in their daily meal
expenses.
Minutes of BOCC/Department Heads Meeting Monday, August 19, 2002
Page 1 of 6 Pages
Department directors would be responsible for making sure the expense
reimbursement submittals from their departments are reasonable, and this
process would save time for Finance staff. Marty asked that any responses to
this proposal be directed to him before the end of the month.
2. Brief Response from County Support Departments regarding Survey
Results.
Mike Maier asked each of the departments that were evaluated to respond to the
results.
Renee Warner, Building Services, said that the survey indicated a lack of
communication between her department and other departments. She since has
implemented a work order confirmation system that helps to track the work
done by her department. She said there have been 1,069 work orders placed
since March 1. Mike Maier suggested she send quarterly surveys to
departments to track their satisfaction with the work and to make sure her
department meets expectations.
Marty Wynne, Finance, said that he would like to meet individually with some
departments, as one problem indicated in the survey was that his department
was not flexible. He explained that accounting is by nature a fixed type of work
with set rules and regulations.
Rick Isham, Legal Counsel, explained that the survey was generally positive
except for timeliness issues. He said that they are looking at three different
ways to track their work. He emphasized that requests need to be clear,
especially if they are urgent; and that Legal's evaluation is based on legal
consequences, which may not match what the department wants. He also
explained that there has been turnover of attorneys and staff, but the situation is
now stable.
Dave Peterson said that he would like to know where the comments originated,
that it is hard to respond without knowing more details. His department rated
low in communications, but they do try to treat all departments the same.
Debbie Legg, Personnel, distributed some excerpts, summarizing suggestions
and giving an overview of the results, which were as a whole very favorable.
Minutes of BOCC/Department Heads Meeting Monday, August 19, 2002
Page 2 of 6 Pages
She said they will try to survey departments regarding the recruitment process,
and develop a system to help the departments screen candidates.
Mike Viegas, Risk Management, said he appreciated the positive comments.
Some responses indicated a problem with communications, but he explained
that this works both ways. He also said he does not like surveys, as they are too
general in nature; and some comments showed the respondents' lack of
knowledge in regard to contracts and workers compensation issues.
Mike Maier explained that, according to the consultant, the response and results
of this survey were higher overall than many he has seen in both public and
private organizations. Often times support operations are taken for granted, and
these groups need feedback to properly operate.
Chair DeWolf added that departments should give the support departments their
ideas and suggestions, and should also let the support departments know when
they are doing things right. All of this feedback can be used as a learning tool.
3. Discussion of Mail Processing Procedures.
Renee Warner explained that her department is using Moonlight Mailing for
processing County mail, and that it is saving the County money. She will be
distributing a list of fonts to use in labeling mail so that the County can obtain
the cheapest possible postage rate.
4. Discussion of Changes in Accessing Documents on the County's Intranet
(Express).
Tom Comelliac gave an overview of a refined system of document
management, and passed out an information sheet containing the details.
Within Citrix, the system will be access via http://dm/ and otherwise via
http://dm.deschutes.org. Commonly used documents will be easily available,
and can be added by each department's authorized person simply and securely.
He hopes to give individual training to the designee of each department.
Minutes of BOCC/Department Heads Meeting Monday, August 19, 2002
Page 3 of 6 Pages
5. Discussion of New Goal Setting Process and Timeline.
Susan Ross said that it has been determined that goal setting should be set up
separately from the budget process, and that meetings will begin in late
September in this regard. Feedback from those at the meeting was that this is a
much better way of handling the process.
6. Update on Changes to Employee Health Insurance Policies.
Mike Viegas explained that the insurance was renewed on August 1 and, per
recommendations of the Employee Benefits Advisory Committee, there has
been a change in the in network/out of network payment. Information on this
issue had already been distributed to employees.
He further said that federal regulations in regard to HIPAA have been
completed, which have to do with privacy issues. He will coordinate this with
departments. Commissioner Luke stressed that this is a very serious issue and
affects all departments, especially those departments that deal with client
medical information. Mark Amberg said that a task force would be formed,
with representatives of each department, to deal with these requirements.
7. Update of the Proposed Employee Training Program.
Commissioner Luke gave a brief overview of the training program, which will
include standardized training and a schedule for completion of specific training.
This would include new employee training, supervisory training and refresher
training, and would detail what is required, what is optional, and how the
training those employees take would be tracked.
He asked for feedback on having just two hire dates each month for new
employees. These would possibly be the Monday closest to the 1" and the 15t''
of each month, with training scheduled those days so that new employees start
out with a day's training before they report to their departments.
Minutes of BOCC/Department Heads Meeting Monday, August 19, 2002
Page 4 of 6 Pages
8. General Discussion of the Proposed New Deschutes County Mission
Statement.
Chair DeWolf distributed the proposed new County mission statement;
"Deschutes County's goal is to enhance the lives of its citizens by delivering
quality services in a cost-effective manner". He said that it is understood that
most departments have their own mission statements, and asked for feedback on
the proposed County mission statement.
9. Discussion of Cooperative Purchasing Agreements.
Dennis Morris explained that the Road Department and a few other departments
utilize a State cooperative purchasing agreement for a variety of purchases,
including vehicles. He asked that any departments interested in becoming
involved in this program should contact him. A list of items that can be
purchased in this manner was made available.
10. Update regarding Revised Personnel Rules.
Mark Amberg said that this is a huge project and is in progress. It is hoped that
a draft will be ready for review by the end of August.
11. Discussion of the Public Records Request Policy.
Mark Amberg explained that this is a high priority issue as well, and a draft will
be circulated soon. It is recommended that one person in each department be
designated that department's public records custodian.
12. Discussion regarding University of Oregon Internships.
Jenny Scanlon said that the Social Sciences Department of the U of O is
looking for internships for students, and that she has contact phone numbers if
any departments are interested.
Being no further items brought before the group, the meeting adjourned at
1: 35 p.m.
Minutes of BOCC/Department Heads Meeting Monday, August 19, 2002
Page 5 of 6 Pages
DATED this 19th Day of August 2002 for the Deschutes County Board of
Commissioners.
ATTEST:
$&L4�,
- 61-V� Recording Secretary
Attachments:
Tom heWolf, Chair
D nnis R. Luke, Commissioner
i ael M. Daly Commissioner
■ Summary Sheet of Advantages of a Per Diem Policy
■ Draft of Revised Reimbursement Policy
■ Summary of Personnel Department's Survey Results
■ Explanation of Deschutes County Goal -Setting Process
■ Summary Sheet of Document Management System
■ Proposed County Mission Statement
Minutes of BOCC/Department Heads Meeting Monday, August 19, 2002
Page 6 of 6 Pages
Deschutes County Board of Commissioners
1130 NW Harriman St., Bend, OR 97701-1947
(541) 388-6570 - Fax (541) 388-4752 - www.deschutes.org
MEETING AGENDA
BOARD OF COMMISSIONERS & DEPARTMENT HEADS
Noon, Monday, August 19, 2002
1. Discussion of a Per Diem Expense Reimbursement Proposal - Mike Maier
2. Brief Response from County Support Departments regarding Survey Results:
■ Renee Warner - Building Services
■ Marty Wynne - Finance
■ Rick Isham - Legal Counsel
■ Dave Peterson - Information Technologies
■ Debbie Legg - Personnel
■ Mike Viegas - Risk Management
3. Discussion of New Goal Setting Process and Timeline - Susan Ross
4. Discussion of Mail Processing Procedures - Renee Warner
5. Discussion of Changes in Accessing Documents on the County's Intranet- Tom Cornelliac,
Information Technologies
6. Update on Changes to Employee Health Insurance Policies - Mike Viegas, Risk Management
7. Update on the Proposed Employee Training Program - Dennis Luke
8. General Discussion of a Proposed New Deschutes County Mission Statement -Tom De Wolf
9. Discussion of Cooperative Purchasing Agreements -Dennis Morris, Road Department
10. Update regarding Revised Personnel Rules -Mark Amberg
11. Discussion of the Public Records Request Policy -Mark Amberg
12. Other Items:
ADVANTAGES OF A PER DIEM POLICY
General
• The IRS regularly updates per diem rates, which will ensure that
reimbursements reflect current economic conditions
• IRS guidelines are based on specific local and regional costs,
which should be more fair to employees and the County
• The County will be in compliance with federal guidelines
Employee
• Reduction in time spent preparing the employee reimbursement
request
• Less frustration — receipts are not always available (e.g., one
receipt for several people), itemized receipts are not always
available, etc.
• Gives employees some flexibility regarding meal expense (e.g., if
employee works through lunch, he/she could spend additional
amount for dinner)
Finance Department
• Reduction in time spent reviewing employee reimbursement
requests, including contacting departments with questions,
returning reimbursement requests to departments, if necessary,
etc.
DRAFT (August 2002)
DESCHUTES COUNTY GENERAL POLICY NO. P -XXX -2002
SUBJECT: TRAVEL, MEAL AND MISCELLANEOUS EXPENSE
REIMBURSEMENT
Policy: Reasonable and necessary travel, meal and miscellaneous expense
reimbursement will be approved for payment when an employee incurs expenses while
acting within the scope of employment with Deschutes County. Miscellaneous Expenses
should be limited to those with a vendor with whom the County has not established
credit. It is preferable that miscellaneous expenses be billed directly to Deschutes County
and the vendor's invoice processed through the County's normal accounts payable
procedure. The following reimbursement guidelines will apply:
1. Request for reimbursement must be submitted on a voucher with a DESCHUTES
COUNTY EMPLOYEE REIMBURSEMENT FORM attached. (Exhibit A). The
form shall be completed in its entirety, signed by the employee and approved by the
employee's department head or the department head's designee.
2. Generally, requests for reimbursement should be made within 30 days of incurring
the expense. If the expense incurred is less than $10, employees MAY be reimbursed
through the department petty cash funds, if such funds are available and if appropriate
documentation is submitted to the department's petty cash custodian.
3. Each reimbursement request for out-of-state travel MUST be accompanied by an
approved Out -of -State Travel Authorization Form (Exhibit B). The form must be
completed in its entirety, authorized by the initiating department head and approved
by the Board prior to the initiation of any travel arrangements.
4. Mileage will be reimbursed at the rate allowed by the IRS at the time the mileage was
incurred. The rate is adjusted periodically by the IRS (normally in January).
5. Direct payments to vendors for lodging or meals can be made if a pay voucher and
any related registration form and other documentation are received by the Finance
Department in time to process such payment within the County's established payment
cycle. (5:00 p.m Wednesday; check available or mailed the next Friday). No cash
advances for travel will be allowed.
6. Original receipts/invoices must be submitted for reimbursement of lodging &
miscellaneous expenses. A receipt/invoice is an itemized listing of all charges.
Except for meal/incidental expense reimbursements (see #8), no expense shall be
reimbursed without a receipt/invoice. An exception may be granted if a written
explanation is provided when a receipt/invoice is either unavailable or lost. When
necessary, it is expected that the least expensive mode of transportation available will
be used.
7. Lodging expenses will be reimbursed at actual cost, up to $80.00 per night, not
including tax. (Please see exceptions noted following paragraph 10.)
A
8. Employees will be reimbursed for meal/incidental expenses while on employment-
related trips outside of Deschutes County or while attending employment-related
meetings. The County will not reimburse for alcoholic beverage purchases.
Employees will be reimbursed for the actual cost of the meal/inc.expenses, but in no
event will an employee be reimbursed at an amount greater than the per diem
amounts established by the IRS for business travel. Employees should request the
actual amount spent, up to the maximum amount allowed under the IRS guidelines.
If an employee spends more than the IRS guideline amounts, reimbursement will be
limited to the IRS per diem. Receipts are not required for such per diem
reimbursement requests.
9. Per diem rates for meal reimbursements are the rates established by the IRS for
business travel. Rates can be found on the Internet at www.policyworks.gov/Perdiem.
These rates, presented in the column labeled "M & IE rate" include taxes & gratuity.
A copy of the per diem rate information from the website MUST be attached to the
DESCHUTES COUNTY EMPLOYEE REIMBURSEMENT FORM. For travel
periods of less than 24 hours, and/or for circumstances where an employee is not
requesting per diem reimbursement for one full day (e.g., lunch is provided at a
workshop, so employee requests reimbursement for breakfast and dinner),
reimbursements are based on the following percentages of the daily rate: Breakfast —
20%; Lunch — 30%; Dinner — 50%. For example, if the IRS per diem amount is
$40.00, the dinner allowance would be $20.00, the lunch $12.00, and breakfast $8.00.
10. Meals included in conference or workshop registration fees, as part of the base
registration fee, as part of the purchase of an airline ticket, or provided at no expense
to the employee, should not be included as part of the employee reimbursement
request, and will not be reimbursed to the employee. Meals in lieu of those provided
at the conference or workshop will not be paid by the County.
The following exceptions to the above maximums may be authorized if approved by the
Board of Commissioners:
➢ The cost of a meal in excess of maximum allowance included as part of a conference
or seminar registration fee.
➢ The lowest priced room at a conference exceeds the maximum lodging
reimbursement, or there are circumstances that do not allow the employee to secure
lodging below the maximum level. An explanation must be included with the
Employee Reimbursement Form.
Note: Any request for reimbursement that does not meet the guidelines set in this
policy will be returned to the department of origin for completion.
3 EXHIBIT A
DESCHUTES COUNTY EMPLOYEE REIMBURSEMENT FORM
Employee:
I Department:
Expenses From (Date):
ITo (Date):
PRIVATE VEHICLE MILEAGE
Date Destination and/or Purpose Miles
Total Miles Traveled
0
'New mileage rate effective January 1 of each year
Mileage Reimbursement Rate*
0.365
Total Mileage Reimbursement
-
(from other side)
Total Meal Expense
0
(from other side)
Total Lodging Expense
0
(from other side)
Total Miscellaneous Expense
0
TOTAL REIMBURSEMENT
-
Signature of Employee:
Date:
Signature of Supervisor:
Date:
..v
MEAL AND LODGING EXPENSES
JUSTIFICATION FOR TOTAL PER LODGING
DATE REIMBURSEMENT BKFST. LUNCH DINNER DIEM (attach receipts)
Maximum Maximum Maximum Maximum $80
(# of people in party, etc.) 20% per diem 30% per diem 50% per diem (attach rate sheet) not including tax
Total Meals
Total Lodging: o
MISCELLANEOUS EXPENSES
Fares, Parking, Gas Purchases for County Vehicles, Etc. (attach receipts)
DATE I DESCRIPTION OF EXPENDITURE IAMOUNT
Total Miscellaneous Expense:
EXHIBIT B
OUT-OF-STATE TRAVEL AUTHORIZATION FORM
Originating Department:
Subject Employee(s):
Destination:
Dates of Travel
Budget Detail:
(Estimated)
Mode of Transportation: *
Transportation $
Lodging $
Meals $
Other $
TOTAL $
* Note: Only public transportation will be allowed for out of state travel unless special
arrangements have been authorized by the Board.
Reason for Travel and Benefit to County:
Please attach a copy of conference and/or training documentation.
Name of DeDt. Head
Dept. Head Signature:
BOCC Signatures:
F --
Date:
Phone # Fax #
Date:
Schedule
Yes No Meeting
Instructions•
This form should be completed by the Department and forwarded to the Board's office.
As soon as Board action is determined, the Department Head will be notified by phone or fax.
2002 EMPLOYEE OPINION SURVEY RESULTS
DESCHUTES COUNTY ADMINISTRATIVE DEPARTMENTS
* The following summary of the survey results was prepared by Cascade
Employers Association.
Personnel
The Personnel Department earned excellent ratings across all statements. Its highest ratings were for
"Caring and friendly" (4.58), "Respectful of me and others" (4.52) and "Conscientious about listing
to my input" (4.35). Among all departments, these were the three highest ratings. Its lowest ratings
all approached the arbitrary excellence line of 4.00: "Effective in expressing ideas orally" (3.91),
"Flexible" (3.93) and "Very competent" (3.94). It received the highest ratings of any department on
six of the ten questions, including those that dealt with listening, respect, flexible, friendly, written
communication and customer service and was a close second on reliability.
What does this department do best?
This department received an unusual number of enthusiastic endorsements that addressed both staff
members' prompt, professional help and their friendly style. They were praised for:
23 -- Competence, professionalism and services provided
plus four specifically on how questions are handled
8 -- Friendly, likable and caring
3 -- Quick and reliable
Here are some of illustrative comments:
® Personnel does a very good job of keeping us informed as managers on all relevant supervisory
issues. General employee communication is good as well.
N Great customer service and information regarding personnel procedures.
CASCADE EMPLOYERS ASSOCIATION
7
i 2002 EMPLOYEE OPINION SURVEY RESULTS
DESCHUTES COUNTY ADMINISTRATIVE DEPARTMENTS
■ Responds immediately to questions/request. Always friendly and helpful.
■ They do what they say they will do and it's fast and timely. A great group of dedicated
professionals.
■ They care and its shows. They do extra work to make sure your needs are met.
■ This department is one of the friendliest, most helpful and competent in the County.
What suggestions do you have for this department so it can more effectively do its job?
Several comments recommended keeping up the good work. A few suggested expanding services or
putting more on the intranet. Here are a few examples of the comments:
■ Get them qualified help to update antique <antiquated> policies and procedures and keep them
maintained on the web (intranet) or elsewhere - this includes forms too. It's too much will all
else they handle.
■ Be more proactive with employee training.
■ Be more active in recruitment and HR planning. Become a full service HR department.
■ Develop a long range plan.
Any other comments regarding this department?
In addition to eleven comments praising the staff and its service, there were suggestions for more
management training, more county -wide personnel rules and more screening of applications.
CASCADE EMPLOYERS ASSOCIATION
1.1
Personnel Department
All Managers
Cascade Employers Association, Inc.
Satisfaction
Percent
Question
Mean
1's 2's
3's
4's
5's
Low
High
11
Personnel Dept - Conscientious about listening
435
0
1
4
20
23
2%
90%
to my input.
12
Personnel Dept - Respectful of me and others.
4.52
0
0
3
17
28
0%
94%
13
Personnel Dept - Very competent.
3.94
0
3
13
16
16
6%
67%
14
Personnel Dept - Timely in providing services.
3.98
0
4
10
17
17
8%
71%
15
Personnel Dept - Reliable in fulfilling
4.00
0
2
12
16
16
4%
70%
agreements.
16
Personnel Dept - Flexible in achieving goals
3.93
0
1
16
14
15
2%
63%
and solving problems.
17
Personnel Dept - Caring and friendly when
4.58
0
0
2
16
30
0%
96%
interacting with employees.
18
Personnel Dept - Effective in written
3.98
0
1
15
16
16
2%
67%
communication.
19
Personnel Dept - Effective in expressing ideas
3.91
0
1
17
13
15
2%
61%
orally.
20
Personnel Dept - Provides excellent customer
4.19
0
1
11
14
22
2%
75%
service.
Total of Personnel Department
4.14
3%
75%
Cascade Employers Association, Inc.
SUGGESTIONS FOR THE PERSONNEL DEPARTMENT
• Become a full service Human Resources Department.
• Be more active in recruitment process.
• Screen applications for minimum qualifications.
• Be more pro -active with employee training.
• Provide more training for middle managers.
• Provide more manager training covering personnel rules, policies, procedures and
union contracts.
• Develop more substantial personnel rules governing all County employees, so
departments can minimize the number of individual department policies.
• Update antiquated policies and procedures (whoever submitted this comment,
graciously suggested the BOCC get outside help because it is too much work with
all else we handle).
• More clearly define expectations — how exactly is it to be done, what time frames
are involved, and provide examples to follow.
• Expand on new hire orientation process to include more review of personnel
rules.
• Provide classes on payroll and new hire procedures.
• Place more information on the Website and Intranet.
• Develop a long-range plan.
GOALSf WHAT IS BEING DONE TO ADDRESS SUGGESTIONS
Employee Training/Education Programs:
The Board of Commissioners and the Budget Committee approved additional funding in
the Personnel Department budget this year for countywide training and tuition
reimbursement. The Board has appointed a Training Advisory Committee. The
following are the committee members:
-Marty Wynne, Finance (chair)
-Mike Maier, Administration
-Dennis Luke, BOCC
-Mark Amberg, Legal Counsel
-Debbie Legg, Personnel
-Mike Viegas, Risk Management
-Becky Jackson, Adult Parole & Probation
-Tom Anderson, CDD
-Bonnie Baker, BOCC
Employee Training/Education (continued
The committee has already met twice, and a sub -committee was formed to develop an
outline of the suggested education, training and new employee orientation programs that
were discussed by the entire committee. The outline will be presented to the entire
committee at their next meeting on August 27, 2002.
The Board of Commissioners have agreed to dedicate a portion of their new
Communications Coordinator's time to assist the Training Advisory Committee in
coordinating this program.
Revise Personnel Policies/Procedures and Develop Clear Guidelines:
Mark Amberg and Debbie Legg have been assigned the task of reviewing and making
final revisions to the Personnel Policy Manual. We have already met for several hours,
and will need many more before a final draft is ready for departmental review. There are
several policies that need to be created, in addition to the revisions of existing policies. It
is our goal to streamline existing policies and procedures, eliminate policies that are no
longer applicable and create additional policies that will address new regulations and
laws.
The completed policy manual will be distributed to all employees and will be available
on the Intranet.
The next step will be to develop a "Supervisor/Manager Policy and Procedure Manual" in
order to provide clear guidelines in the following areas:
• Recruitment Procedures
• Reference Checking
• New Hire Procedures
• Performance Evaluations
• Work Plans
• Discipline/Discharge
• Employee Resignations
• Final Paycheck Procedures
• Giving References of Former Employees
Survey Departments for Suggestions Regarding Recruitment Process:
• How involved do you want the Personnel Department to be in the recruitment
process?
• Would you want a standardized, mandatory scoring system for countywide
recruitments?
• Do departments want employment applications screened for minimum
qualifications?
DESCHUTES COUNTY GOAL -SETTING PROCESS
The goal -setting process will be separated from the budget process and will occur
prior to budget development. In this way, goals can help drive the individual
departmental budgets.
Departments will be asked to begin working on establishing goals in October of
each year. These goals will be returned to the Board, and meetings between
individual departments and the Board of Commissioners will be held during the
month of November. The purpose of these meetings is to modify or negotiate on
the goals, if necessary, and come to agreement on each program's goals. The
budgets for the upcoming year can then be developed based on mutually agreed-
upon goals.
We will hold a goals development "kickoff' meeting prior to October in order to
inform the departments of this change in process and to educate them on
appropriate goal development. A form will be developed so that all goals are
returned using a standard format. Departments will also be required to include
performance measurements and timelines when developing a goal so that
accomplishments can be measured.
In summary, following is the annual timeline for the goal -setting process:
Late September Goals "kickoff' meeting with all departments
October Departments develop goals and return to Board's Office
November Board holds meetings with individual departments
January Full department head meeting to share goals
February Budget "kickoff' meeting
�escG�u tes Gou vl.t
Document Management System
"Moving Healthy Information Throughout Deschutes County Offices"
How to Access
Within Citrix: http://dm/
Otherwise: http://dm.deschutes.org/
Basic Features
• Security
Document Management is only accessible by Deschutes County Employees with a network logon.
Most of the views in Document Management are customized according to the users login.
• Easily Add New Files
Adding a new file into the system is simply a matter of answering a few short questions.
• Easily Locate Files
All files have been organized into a searchable index. Quickly locate any file within the Document
Management system by searching with keyword(s).
• Familiar Directory Tree Interface
Document Management uses the familiar directory tree interface to aid navigation within the
system. All files are organized into a series of folders and subfolders.
• File Subscriptions
How often do you find yourself using an outdated form or file? File subscriptions will automatically
notify you by email when the files of your choice are updated. File subscriptions also facilitate one
click access to files you frequently use through the customized "My Subscriptions" feature.
• File Check-In/Check-Out
Need to update an existing file within the Document Management system? It's simple, just Check -
Out the file for updating. When the updates are complete Check -In the file and the updated file is
immediately available to everyone else.
• Multiple File Versions
Document Management support unlimited versions of every file added. Each time a file is updated
a new version is automatically added into the system.
• Critical Updates Notification
Occasionally a file update will be so important that you want to ensure everyone using the file
receives the update. Critical Update Notification will notify all file subscribers as well as anyone
who has ever downloaded the file from the Document Management system.
• Easily Email Files to Others
Quickly send a file from the Document Management system as an email attachment. No need to
save the file on your disk drive first.
County Mission Statement
"Deschutes County's goal is
to enhance the lives of its citizens
by delivering quality services
in a cost-effective manner."