2. e Presenters: Terrie Hardy-Porter, Director, Sacramento County DCSS Adele Hendrickson, Director, Tuolumne County DCSS Terri Love, Director, Shasta County DCSS Moderator: David Oppenheim, Executive Director, CSDA CSDA Committees Workshop

3. e Chair: Terri Love, Shasta County DCSS CSDA Finance Committee

4. Mission To promote and maintain the fiscal health of local child support agencies (LCSAs) by identifying fiscal best practices, identifying strategies and opportunities to maximize the Administrative and EDP M&O allocation, and identifying opportunities for program efficiencies.

5. CSDA Finance Committee Membership Membership is open to LCSA directors and lead fiscal staff responsible for budget and administrative fiscal duties, with approval from the LCSA director. The committee works closely with the DCSS Administrative Deputy Director and the Chief Financial Officer.

6. CSDA Finance Committee Sub-Group Sponsored by the Finance Committee: Fiscal Officers Training Forum Provides quarterly training that is specifically tailored for child support fiscal officers typically responsible for Administrative and EDP budget support. CS 356 claim CS 921 Other fiscal support duties

7. CSDA Finance Committee Committee Scope The committee scope of responsibility and issues include anything and everything that affects a LCSA’s administrative and or EDP allocation, expenses, and audit requirements.

8. CSDA Finance Committee Initial Allocation v. Final Allocation What does that mean and how do I formulate a budget?

9. CSDA Finance Committee How are issues brought to the attention of the Finance Committee? ■DCSS Director ■LCSA Director ■CSDA President and/or CSDA Executive Director ■State Administrative Services Division ■County CAO, County Auditor Controller, County BOS ■Local, State and National News ■NCSEA ■OCSE

10. CSDA Finance Committee How are issues raised to DCSS? The Finance Committee has an ongoing collaborative working relationship with the State Administrative Services Division, specifically Deputy Director Mark Beckley and Chief Financial Officer Linda Adams.

11. CSDA Finance Committee Most Recent Hot Topics: ■Trust Fund Closeout Audit Reports and future audits ■DCSS and LCSA Cost Effectiveness ■DCSS requirement for LCSAs to spend all performance money they currently have on hand (LCSA letter number forthcoming) ■A-87 Prepayment (LCSA letter number forthcoming)

12. CSDA Finance Committee Hot Topics Continued…. ■No State Budget and the potential of IOUs or Revenue Anticipation Notes (RANs) ■Postage ■Technical Refresh

13. CSDA Finance Committee Most Recent Accomplishments: ■Revenue Stabilization Funds ■EDP allocation methodology ■EDP one time replacement purchases ■Trust Fund Audits – responses and future audit protocol ■Receivables ■Fiscal Officer Forum – quarterly training workshops ■CSDA Prepayment of Dues

14. CSDA Finance Committee Where can I find resources? ■CSDA Website ■California Central –LCSA Fiscal Administration Home Page ■Quick Links: CSS Letters, LCSA Letters, CSDA, A-87, MPP, Plan of Cooperation

15. CSDA Finance Committee Resources, Continued…. ■Documents: Claiming Instructions, FFP, Allocations, Forms, Presentations, Fiscal Officer Forum, Claiming Rules, FAQs, Collection Reports and Handbooks ■CSDA Finance Committee Chair

16. CSDA Finance Committee Questions?

17. CSDA Finance Committee Terri Love CSDA Finance Chairperson & Shasta County LCSA Director tlove@co.shasta.ca.us (530) 229-8896

18. e Chair: Terrie Hardy-Porter, Director, Sacramento County DCSS CSDA Policy & Regulations Committee

19. Mission To coordinate the county level review, discussion and comment on proposed or existing policy and/or regulation change.

20. CSDA Policy & Regulations Committee Goals To establish and maintain a forum that promotes regular dialogue between DCSS and the local agencies to ensure issues and concerns are fully considered as part of the development and maintenance of DCSS policies and regulations.

21. Policy & Regulations Committee Goals, continued… To promote the principle that policy and/or regulation should support the local agencies ability to carry out the mission of the child support program, continuously working to enhance customer service and performance management, while complying with state and federal laws and regulations.

22. CSDA Policy & Regulations Committee Scope The committee’s scope of responsibility: ■To ensure that local agency considerations and concerns have been considered in the development of policy and/or regulation ■Facilitating a forum for the local agency to provide input on policy and regulation

23. Policy & Regulations Committee Scope, continued… ■To coordinate local resources to review policy for the State policy manual ■To gather and submit local agency policy questions

24. CSDA Policy & Regulations Committee Membership ■Membership is open to local agency directors and/or their representative. ■Members have legal and/or program expertise in the child support enforcement program. Membership is composed of members with varying expertise which supports the committee approach to viewing issues and concerns from a holistic perspective. ■The committee works in collaboration with DCSS Policy Branch.

25. CSDA Policy & Regulations Committee Sub-Work Groups Sub-work groups are formed as needed. The sub- work groups provide support to the Policy and Regulation Committee in the development or review of policy, researching issues and providing recommendations to the primary committee.

26. Policy & Regulations Committee Some of the current sub-work groups are: ■Review and Adjustment ■Medical Regulations ■Credit Reporting ■Social Security Derivative Benefits

27. CSDA Policy & Regulations Committee How Issues Are Submitted Issues come to the Policy and Regulations Committee from various child support stakeholder groups such as: ■Child Support Professionals: - Directors Meetings - Local Policy Coordinator - Various Workgroups ■Case Participants ■Advocacy Groups

28. CSDA Policy & Regulations Committee How Issues are Submitted Continued… ■Program Partners (i.e. employers, financial institutions, etc.) ■In addition, the committee responds to changes to state and federal laws and/or regulations

29. CSDA Policy & Regulations Committee Hot Topics in Policy/Regulation: ■SB 580 – Medical Support ■Review and Adjustment ■Federal EFT Advance Payments ■Arrears Only – Opening Cases ■Workmen’s Compensation

30. CSDA Policy & Regulations Committee Policy and Regulations Committee Resource: http://csdaca.org/policyandregulations.aspx

31. CSDA Policy & Regulations Committee Terrie Hardy-Porter CSDA Policy & Regulations Chairperson, Sacramento County LCSA Director portert@saccounty.net

32. e Chair: Adele Hendrickson, Tuolumne County DCSS CSDA Legal Practices Committee

33. Mission To promote uniformity of legal practices throughout the IV-D community of local child support agencies, State Department of Child Support Services and IV-D courts, to make available a forum for discussion and resolution of legal issues in the IV-D community, and to provide input for continued development and maintenance of the Statewide automation system, resulting in uniform legal practices Statewide, improved relationships with the Courts and case participants to the benefit of the child support program.

34. CSDA Legal Practices Committee Objectives ■Identify and encourage the adoption of uniform legal best practices. ■Facilitate statewide communication to LCSAs and the courts regarding legal best practices. ■Identify and comment on automation issues that will impact legal practices in the child support program.

35. CSDA Legal Practices Committee Objectives, continued…. ■Identify training needs for LCSA attorney staff regarding legal practice issues. ■Provide a forum for discussion and resolution of issues in the IV-D Community.

36. CSDA Legal Practices Committee Membership Limited to no more than twenty (20), representing the program by caseload size, demographics and geography. Standing members also include representatives from the State Department of Child Support Services and the Administrative Office of the Courts, and the CSDA Executive Director. The Committee Chair is required by the Charter to be an LCSA Director.

37. CSDA Legal Practices Committee Members include reporters from the following CSDA committees/workgroups: ■Policy & Regulations Committee ■Forms Committee ■Attorney Faculty Training Committee ■Appellate Committee ■Legislative Advisory Committee ■Managing Attorney Forum ■Tribal Workgroup

38. CSDA Legal Practices Committee How issues are brought to the attention of LPC Charter provides that agenda items may be submitted by: ■ Committee members ■CSDA Board members ■LCSA Directors ■LCSA Managing/Lead Attorneys

39. CSDA Legal Practices Committee How issues are introduced, continued… ■Agenda items requested from other child support program professionals to be submitted through their Lead Attorney or Director ■Issues also brought by: DCSS Legal, AOC, DCSS workgroups

40. CSDA Legal Practices Committee How are issues communicated to the child support community? ■CSDA website, LPC Committee page ■CSDA Newsletter, in the LPC Corner ■To Managing attorneys and Directors through EBlasts and LPC Bulletins ■Incorporated in CSS Letters

41. CSDA Legal Practices Committee Sponsors: Managing Attorney Forum Meets: Twice per year Formed to address the following issues: ■ Ethical issues in light of automation ■Workload & attorney performance issues ■Federal performance measures and attorney role

42. CSDA Legal Practices Committee Issues, continued… ■ Legal decision-making—authority, responsibility, and accountability ■Best practices to manage and improve performance

43. CSDA Legal Practices Committee Examples of Issues worked on in committee: ■ Protocol for court appearance by non-CMR county attorneys ■FIDM protocol ■Quadrenniel GLC review ■Elkin Commission response ■Presumed Income statute ■Spousal support in GLC ■Judgment of non-paternity workgroup update

44. CSDA Legal Practices Committee Additional issues continued…. ■FTI issues ■Regionalization/shared services approach for Workers Comp and Bankruptcy ■Pleading options in governmental cases where custody changes ■Communicating with represented parties and the unauthorized practice of law ■GLC calculationsin multi-case scenarios ■Central Scan key & imaging of legal documents

45. CSDA Legal Practices Committee Where can I find resources? ■CSDA Website: http://www.csdaca.org/legalpractices.aspx http://www.csdaca.org/legalpractices.aspx ■California Central: - Policy and Procedures: https://central.dcss.ca.gov/PPR/default.aspx https://central.dcss.ca.gov/PPR/default.aspx - Statewide Policies Manual, in development: see https://central.dcss.ca.gov/PPR/Statewide%20Policies %20and%20Procedures%20Manual/Forms/AllItems.a spx. https://central.dcss.ca.gov/PPR/Statewide%20Policies %20and%20Procedures%20Manual/Forms/AllItems.a spx

46. CSDA Legal Practices Committee Resources, continued… ■CMCC Legal Courts Workgroup: https://central.dcss.ca.gov/cmcc/legalcourts/default.as px https://central.dcss.ca.gov/cmcc/legalcourts/default.as px ■California State Attorney General: - Quarterly newsletter titled Family Support News: contact Rosie.Miller@doj.ca.gov to subscribeRosie.Miller@doj.ca.gov - Brief Bank: request access to this brief bank by going to http://justice.doj.ca.gov//legal, and clicking on the "DCSS Access Request Form" at the bottom of the page.http://justice.doj.ca.gov//legal

47. CSDA Legal Practices Committee Questions?

48. CSDA Legal Practices Committee Adele Hendrickson CSDA Legal Practices Chairperson, Tuolumne County LCSA Director/Child Support Attorney ahendrickson@co.tuolumne.ca.us (209) 533-6460

49. CSDA Committees What other CSDA committees exist? ■CSDA Attorney Faculty Committee – Chair, Melinda Self, Chief Attorney, San Francisco DCSS ■Mission: design and coordinate the presentation of quality trainings that include a variety of topics and networking opportunities to meet the needs of child support attorneys. The Committee evaluates the training and educational needs of those it serves. The Committee also provides Minimum Continuing Legal Education (MCLE).

50. CSDA Committees CSDA Annual Conference Planning Committee ■Chair: Debbie Frahm, Assistant Director, Ventura County DCSS ■Mission: Develop and deliver valuable training to California child support professional with the goal to disseminate the most recent and relevant information concerning child support issues in California and the nation. ■For more information: http://www.csdaca.org/conf.aspx http://www.csdaca.org/conf.aspx

51. CSDA Committees CCSAS LCSA Directors Update ■DCSS/CSDA collaborative ■Centralizes issues and communicates items of interest to DCSS Executives and LCSA Directors ■Meetings held: Bi-monthly ■CSDA has a role in appointing members to CCSAS Executive Committee. It continues to provide local resources to assist in improving the CSE automated system. ■For more information: https://central.dcss.ca.govhttps://central.dcss.ca.gov

52. CSDA Committees CSDA Education Committee ■Chair: Iliana Rodriguez, Director, San Mateo County DCSS ■Mission: To educate and deliver communications to external stakeholders about the Association and the California child support program. The committee works to implement high impact yet cost-effective approaches to reach identified target audiences vital to the success of California's child support program. ■For more information: http://www.csdaca.org/education.aspx http://www.csdaca.org/education.aspx

53. CSDA Committees CSDA Education Committee: Sub Workgroups Fact Sheet Workgroup: - Chair, Pam Posehn, Director, Solano County DCSS - Publishes fact sheets to educate customers/policy stakeholders - More information: http://www.csdaca.org/factsheets_policy.aspxhttp://www.csdaca.org/factsheets_policy.aspx

54. CSDA Committees Sub Workgroups, continued… Video Production Workgroup: - Designs and produces quality educational videos to promote the child support program to our customers and partners. - Examples: Lobby Video, Incarcerated Obligor Video - More information: http://www.csdaca.org/video.aspxhttp://www.csdaca.org/video.aspx

55. CSDA Committees CSDA Legal Publications Committee ■Chair, Hirbod Rashidi, Deputy Attorney, Riverside County ■Mission: To create and publish quality publications for Title IV-D Program child support professionals that assist them in performing their tasks in supporting families. The audience for these publications include all facets of federal, state and county child support staff and judicial branch partners. ■For more information: http://www.csdaca.org/store_csdapubs.aspx http://www.csdaca.org/store_csdapubs.aspx

56. CSDA Committees CSDA Research Committee ■Co-Chairs: Steve Kennedy, Director, Monterey County DCSS and Mark Takayesu, Research Manager, Orange County DCSS ■Mission: To help child support practitioners and administrators identify and facilitate timely research and to disseminate research findings that may help direct policy decisions and improve operations at levels of the child support program. ■For More Information: http://www.csdaca.org/research.aspx http://www.csdaca.org/research.aspx

57. CSDA Committees How do I get involved? If you are interested in becoming a member of a committee, contact the committee chair or CSDA Executive Director David Oppenheim at: doppenheim@csdaca.org doppenheim@csdaca.org

58. CSDA Committees Thank you!