Superior Court of California County of San Bernardino October 13, - - PowerPoint PPT Presentation

Superior Court of California County of San Bernardino October 13, 2018

Welcome

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Assemblyman Jay Obernolte 33rd Assembly District

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Approval of Minutes from June 21, 2018 Full Bench Meeting

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Odyssey CMS Update

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Project II Implementation Guiding Principles

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1. San Bernardino Superior Court is committed to successfully implementing the Odyssey Case Management System. 2. Tyler Technologies is a partner with the San Bernardino Superior Court and is equally committed to successfully implementing the Odyssey Case Management System. 3. All members of the team, including the CMS Leadership team, Liaisons, Core Teams, Program Management Office and Subject Matter Experts, have an equal and important voice.

Project II Implementation Guiding Principles (Continued)

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4. All team members are expected to express opinions and provide expertise as it benefits the project. 5. A successful implementation will require the team’s full

• commitment. Participation as a member of the team must

therefore take a high priority when balanced against other workplace obligations.

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Odyssey CMS Update

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Highlights from Project I/II:

• Upgraded Odyssey, Portal, JE, and CE
• Met DMV security deadline
• Improved Clerk’s Edition stability
• Completed Data Reviews 1 & 2 for Small Claims/

Landlord-Tenant & Civil/Appeals

• Completed Data Review 1 for Family Law/Probate/LPS
• Redeveloping business process in Odyssey

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Challenges in Project II:

• Analyze options where standard Odyssey does not

support current business process

• Hire 19 limited term positions
• Migrate existing processes while having support for

current system

Approaches:

• A LOT of work to do over the next year
• Tyler Development a weak point

Odyssey CMS Update

Break

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Judicial and Administrative Services (JAS) Update

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JAS: What We Do

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• Respond to Needs of Judges
• Provide Information & Data
• Projects and Programs
• Local Education/Training
• Collaborate w Judicial

Council and Justice Partners “Individual Attention in a Court wide Context”

JAS: Some of What We’ve Done

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• Supervising and New Judge Orientation
• Judicial Travel Profiles
• New Brochures: Adoptions, Child Support & Family Law
• Audit JBSIS filing statistics FY14/15
• PC 1368 Pilot Project
• Daily Status Calendar Project
• Judicial Workload Study
• Search Warrant Class and Video

Education Activity

• Regional Judicial Education (RJE)

– Electronic Evidence, Difficult Witnesses, Criminal Discovery, Pretrial Considerations After Humphrey

• Local Classes: Five QE6 Classes
• Collaboration w SBCBA – Symposiums (4/year)
• Locally Developed Content

– Internet and Personal Security – Search Warrant Class and Video – Comfort Animals in the Courtroom – Mindfulness for Judges

• Judicial Education: More than 3,200 Hours

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• Access to Education Information

– Digital Images of Actual Education Records – Summaries and Reports Included – Notice of Completion or Requirements

• Easy and Private

– Access for Judicial Officer, AA, and JAS

• Centralized and Secure Record

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• Questions

– What happened to JETT? – Can I add or change my records? – What happens to the records from previous cycles?

• “The Fine Print…”

– Set up JASPER Shortcut on First Use

• Admin Assistant and Court Tech Can Help

– Must be connected to the Court Network

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New Three Year Education Cycle: 1/1/19

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10 Hours of Judicial Education Per Year

Judicial Intranet

Intranet Resource Site for Judicial Officers

• Calendar: Court and Judicial Officer
• Committee Info: Minutes, Records, Resources
• Forms, Rules, Procedures, Governance
• Links to Organizations and Key Websites
• Access to Education, Leave and Travel
• Support Materials: Books, Orientations, Tips

Participation and Feedback from Judicial Officers

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PollEv.com/sbcsc

• Get Your Device
• Open Web Browser
• Type “PollEv.com/sbcsc”
• Answer Questions

4 Steps

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Proposed Revisions to Local Rules for Approval

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Budget Update

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Source: Dept of Finance/Governor's Summary

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Los Angeles 28.48% Orange 7.10% San Diego 7.41% San Bernardino 5.62% Riverside 5.21% Santa Clara 3.94% Sacramento 4.06% Alameda 3.89% San Francisco 2.57% Fresno 2.54% Kern 2.71% Others 26.47%

2018-19 Trial Court Allocations

Total Revenues by Fiscal Year

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$50 $60 $70 $80 $90 $100 $110 $120 $130 $140 $150

2008-09 2009-10 2010-11 2011-12 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21

Total Revenues by Fiscal Year

Total Revenues & Filled Positions

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1,006 1,014 956 1,053 984 877 892 927 959 1,017 1,031

2008-09 2009-10 2010-11 2011-12 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 Budgeted*

100 200 300 400 500 600 700 800 900 1,000 1,100 1,200 1,300

Filled Positions

* Position data based on FY 2018-19 Schedule 7a (as of 7/1/2018)

Court Reserves

Total Revenues & Filled Positions

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1,006 1,014 956 1,053 984 877 892 927 959 1,017 1,031

100 200 300 400 500 600 700 800 900 1,000 1,100 1,200 1,300

2008-09 2009-10 2010-11 2011-12 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 Budgeted*

$50 $60 $70 $80 $90 $100 $110 $120 $130 $140 $150

Filled Positions Revenue

* Position data based on FY 2018-19 Schedule 7a (as of 7/1/2018)

Court Reserves

Trial Court Funding Changes

(Since 2014-15)

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50% 60% 70% 80% 90% 100%

2014-15 2015-16 2016-17 2017-18 2018-19 Estimated 2019-20 Los Angeles Orange San Diego San Bernardino Riverside

Review of Local 2018-19 Budget

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FY 2018-19 Approved Budget

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$137,777,039

FY 2018-19 Allocation

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• $47.8 million allocated to under-resourced trial courts

– $6.1 million share for San Bernardino

• $75 million to allocate to trial courts statewide

– $60.6 million to fund Cluster 2, 3, and 4 Courts Proportionally

• $3.36 million share for San Bernardino (Discretionary)

– $10.0 million to fund Court Reporters in Family Law

• $554K share for San Bernardino (Discretionary)

– $3.57 million to fund Cluster 1 Courts 100% – $818K to fund Non-Sheriff Security Costs

• $64.7K share for San Bernardino

FY 2018-19 Reimbursements

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• $19.1 million to expand self-help

– $1.04 million share for San Bernardino

• Court-appointed dependency counsel

– $9.7 allocated to San Bernardino (reimbursement of costs and has no impact on operational funding)

• Language access

– One-time funding for reimbursement to counties – Fund insolvent, borrowing from state-level reserves this year

Summary

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• Court financial position remains stable
• New, ongoing discretionary and program funding allows for

responsible growth and expanding access to justice.

• Addresses critical needs in facilities, technology, etc.
• Continue prudent management of allocated resources

aligned with Strategic Plan and reinvestment priorities.

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Questions?

Strategic Plan 2018-2023

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Strategic Plan: Year 1 to Year 2

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Year 1

Year 2 Year 3 Year 4 Year 5

We Are Here

Strategic Plan: Overview

What We’ve Done What We’re Doing What We’ve Learned What’s Next?

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VISION

• Expanded County Wide Access to Justice
• Increased State Wide Relationships
• Efficient, Functioning and Accessible Case and

Data Management

• Well Trained and Committed Judicial Officers and Staff

STRATEGIC DIRECTIONS

• Building Relationships
• Investing in the Court and the Community
• Committing to Success

S trategic Plan: Committee Reports

Outreach: Judge Ochoa Training: Judge Sachs Legislation: Judge Vander Feer Year Two: Judge Vander Feer

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Priority

Ideas Need

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Year Two

Year Two

We’d Like to Hear From You

2018-2022 Strategic Plan

Identify and Prioritize Challenges Facing our Court

 “Brainstorm” (Poll)  “Discuss” (Table)  “Prioritize”

(Poll)

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Court Executive Officer Report

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Operations

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Highlights:

• DOJ electronically reported transactions: 258,851
• Courthouse visitors: 2,863,684
• Cases scheduled for court: 828,520

Fun Facts:

• Needles/Big Bear Expansion
• Video conferencing for mandatory mediation
• Reinstated field visits for contested guardianships

Jury Administration

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Highlights:

• # of jurors accessed webpage: 345,386
• Criminal/Civil jury trials: 784/128
• Jurors assisted by phone: 502,318

Fun Facts:

• Launched Jury community email service
• Grand Jury “New Website”
• Summoned 809,716 citizens

Treatment Courts

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Adult Drug Court Juvenile Drug Court Mental Health Drug Court Veterans Court

Clients 633 79 454 91 Program Completions 150 23 87 36

Highlights:

• Established the Collaborative Treatment Courts Judicial

Advisory Committee

• Highest representation of justice partners (26 in total) at the

California Association of Collaborative Courts Annual Meeting

Self Help

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Highlights:

• 822 self-represented litigants assisted in

workshop settings

• 619 workshops offered

Fun Facts:

• Opened Big Bear Resource Center
• Launch new workshop on Collecting Your Money Judgment
• Caregivers’ Accessing Justice Program

Legal Research

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Highlights:

• Motions for Summary Judgment: 525 completed
• Writs of Mandate: 49 completed
• Other Motions: 3,016 completed

Fun Facts:

• Eliminated Habeas Corpus backlog (466 Writs completed)
• Began assisting Family Law and Probate
• Worked on 256 Appeals/Appellate related questions

Financial Services

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Highlights:

• $90 million payments received and reconciled
• Over 23,000 documents processed
• $26 million in bills paid

Fun Facts:

• Transitioning banking services
• Enhancing cash management tools
• Implemented escheatment program

Contracts & Procurement

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Highlights:

• 960 new purchase orders totaling $18.7 million
• 47 new solicitations during FY17/18
• 879 P.O.’s require additional processing time

Fun Facts:

• Launched electronic fillable requisition form
• $111 million in all contracts currently in effect
• 51 new contracts added totaling $27.5 million

Facilities & Records

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Highlights: Fun Facts:

• Completed major renovations at the Rancho District
• Began Judicial Parking Security Fencing Projects
• Initiated Court Technology move to Central Annex
• Files microfilmed: 171,108
• Images filmed: 9,893,292
• Files from districts: 188,155

Human Resources & Training

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Highlights: Fun Facts:

• Implemented Human Resources Business Partner Model
• Launched FRISK and developed LEAD for supervisors
• Revised 65% of all personnel policies
• New Hires/Promotions: 92/134
• DOJ/FBI background conducted in-house: 440
• Applications Screened: 5,184

Communications & Public Affairs

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Highlights: Fun Facts:

• Launched The Weekly Brief
• Joined Twitter
• Produced videos for internal/external outreach
• Nearly 50% prefer weekly communication
• Twitter Reach: Over 10,000
• Press Releases: 43

Court Technology Services

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Highlights: Fun Facts:

• Diversified Network to minimize outages
• Refreshed firewalls and core switch
• Deployed wireless courtroom microphones
• Help-desk phone emails received: 67,982
• Files backed up daily: 3,105,398
• Public webpage views: 9,316,258

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Approved 2018-19 Projects & Staffing Augmentations

Approved Projects and Staffing

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• Focus on Reinvestment Plan commitments and elements of

the Court’s Strategic Plan

• Executive Team charged with assessing need within each of

their functional areas, balancing with the commitments in the respective plans

• Needs far outweighed available funding

Approved Projects and Staffing

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• 2018-19 Focus:

– Staff new courtrooms – Ramp up Probate support – Shore up technology staffing – More court reporters – Add’l resources for self-help (designated funding) – One-time projects

• Future Years:

– Compete in marketplace with competitive salaries – Capital projects

Deferred Items

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• Significant staffing augmentations

– Staffing proposals are critical, but require future evaluation based on continued economic stability and decisions on large capital projects

• Some capital projects delayed

– Number of priorities exceed available funding

• Potential to revisit later this year or next year

– Pending, high-value facility projects could change, yielding additional ongoing resources

Questions?

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Closing Remarks

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What does it mean to be a Judicial Officer in San Bernardino?

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