CCAC | Official Word | June 2024

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PRESIDENT’S MESSAGE

MESSAGE FROM YOUR 2 ND VICE PRESIDENT

MENTOR PROGRAM UPDATE

CENTRAL NUTS & BOLTS

LEGISLATIVE UPDATE

MEMBERSHIP UPDATE

UPCOMING EDUCATION OPPORTUNITIES

RECORDS AND INFORMATION

MANAGEMENT MONTH IN THE CITY OF DUBLIN

THANK YOU, CCAC!

TREASURER UPDATE

PRESIDENT’S MESSAGE

Happy June, everyone! I hope all of you are doing ok and election preparations are going well. Apologies for the newsletter going out later than normal. We all have challenges in our roles that we’d never expect to deal with. Often, they are sudden and way outside of the “normal” course of business. In times like these, I’m often inspired by how communities come together in times of tragedy.

Over Memorial Day weekend, Half Moon Bay’s mayor lost his son in a tragic roadway accident. Half Moon Bay is a very tight-knit community and word travels fast. I knew that we’d likely have to adjust our typical schedule to give the mayor some time and privacy. I worked quickly with our City Manager to handle this tragedy with care and confidentiality. We got word out with an all-staff email and began putting a communications plan into action. I awoke Sunday morning to dozens of messages from reporters wanting to confirm it was the mayor’s son who was killed. I spent the day coordinating with the PIOs from the Sheriff’s Office and Coroner’s Office and writing a news release. I kept it very concise – confirming what happened, who he was and his involvement in the community, while asking for respect for the family as they grieve. We coordinated release times of each of three statements and sent them out.

The Bay Area media ran several news stories about the accident, turning something local

and private into quite a spectacle. The logistical impact of the services which were held this week called for multiple internal meetings to coordinate City staff, Sheriff’s, Fire, and CHP.

We coordinated road closures, route maps, early dismissal at a nearby elementary school, VIP parking, and more to accommodate the large gathering of family, friends, and community members. Roughly 650 people attended the mass.

Following the church service, there was an 8-block walking processional to the cemetery. 100 motorcycles led the processional, followed by the hearse, with 600 people walking behind, then a traditional Banda closing the back. It was amazing to see and really a beautiful send-off.

I sent out media protocols and set up a media staging area nearby, allowing the 20 media teams who attended to keep a respectable distance from the services. I worked with the family to prepare a spokesperson to read a statement, asking in return not to approach anyone attending the services or move outside of the staging areas. I’m glad the media followed instructions and there was some nice coverage. Here’s a link to the KTVU news clip if anyone’s interested.

On top of all this, we have some pretty big projects and things going on in HMB that basically had to come to a halt for the past two weeks. We canceled a Planning Commission and a City Council meeting, as well as some internal / community meetings, and rearranged a few project schedules. This gave the mayor and community space to grieve.

Thank you to the many neighboring cities who reached out and gave their condolences or sent flowers to the services. It’s very much appreciated and speaks to the local government family we’re all a part of.

JESSICA BLAIR

Earlier in May, many of us had the pleasure of attending the IIMC Conference in Calgary. What a week it was! It was a big week for California too. On top of a stellar lineup of education sessions and networking events, there were some ceremonial occasions I want to highlight. We saw Dawn Abrahamson get sworn in as President Elect, said our thanks to Ruth Post from Oregon for her service as Region IX Director, saw Marc Donohue get sworn in as the new Region IX Director, retired clerk Joann Tilton won Institute Director of the Year, and Randi Johl attended as California’s Institute Director for the first time.

I loved carrying the California flag during our Region IX meeting and representing the association this week. There were so many California clerks this year, it was great to see! If you haven’t been to an IIMC conference yet, I encourage you to try and get to one in future years. It’s an experience I treasure each year. Networking with clerks from other states and other countries is fascinating.

Each year the presidents make a special pin that represents their state. For this year, I wanted to highlight a different part of the fabric of CA – farmworkers. I used a photo of a section of a mural that we recently painted in HMB. It was painted on the side of a building downtown as a tribute to farmworkers and those we lost in the shooting early last year. I have some of the pins left, if you’d like one, please reach out to me and I’d be happy to mail one to you. Finally, an update on the CCAC Name Change Initiative. Look out

for a survey via email over the next week or two – we have a few variations of a new name and want input from the members on which name we should march forward with. I hope you’ll all take the time to consider and vote on the options. Enjoy June – I know it’s a busy time with kids getting out of school, summer vacations starting, and for many of us, election prep. Remember to take time for yourself and check-in with your friends and family. I know within my professional and personal circles, it seems like there’s a general sense that everyone is drowning and really going through a lot. There’s always so much going on in our lives that many don’t know about – let’s remember to support and be there for each other as much as possible.

MESSAGE FROM YOUR 2ND VICE PRESIDENT

If you had asked me one year ago where I’d be today, serving on the CCAC Board as 2nd Vice President wouldn’t have crossed my mind. I am beyond grateful to everyone for their vote of confidence in me to serve in this important role.

I entered the City Clerk profession in 2006, and over the years, I’ve had the privilege of working in various municipalities throughout our beautiful state. This journey has allowed me to connect with an incredible variety of mentors, each of whom has contributed to my growth and passion for this field.

The connections we make as California City Clerks play a vital role in our abilities to do this far too often stressful job. These relationships not only provide support and guidance but also help us to innovate and improve our practices to better serve our communities. As your 2nd Vice President, my vision is to foster even stronger connections among us, enhancing our network of support and collaboration.

I am committed to being a resource and advocate for you. My goal is to ensure that every member feels supported and valued within our community. I encourage you to reach out with your ideas, questions, or concerns.

Thank you for the opportunity to serve as your 2nd Vice President. I am excited about what we can achieve together and look forward to a productive and inspiring journey ahead.

SUZANNE GUZZETTA

MENTOR PROGRAM UPDATE

Hello, Summer! I am so excited for pool time and beach days. It’s been a couple of months since my last update, so I have a lot to share. I have been hustling with assigning mentors to Nuts & Bolts and first-time CMC Institute attendees from February this year, training new mentors, evaluating Mentors’ annual updates, reviewing potentially active and inactive mentees, and re-assigning mentees to mentors who are active. Here’s a snapshot of what I’ve been up to:

STATUS OF MENTOR ASSIGNMENTS

Here are the latest updates regarding the status of mentor assignments for members who attended either Nuts & Bolts or the CMC Institute in February:

Training Assigned to Mentors Pending Assignment

February 2024 Nuts & Bolt 23 0

February 2024 CMC Institute 9 0

Mentors were also assigned to 23 individuals who became members after attending Nuts & Bolts or their first TTC or CMC Institute.

WELCOME NEW MENTORS

New Mentor Training was held on April 18, 2024. I am so excited to welcome the following dedicated clerks who have answered the call to become mentors:

• Alison Walker

• Aracely Alegre

• Celeste Cabrera-Garcia

• Cynthia Nava

• Elise Camacho

• Laura Campagnolo

• Marguerite Bolster-Koller

• Marilyn Bonus

Your commitment to nurturing the next generation of leaders is commendable, and your decision to embark on this journey is a testament to your passion for excellence and dedication to the values of public service. As mentors, you play a pivotal role in shaping the future of our profession, and I am confident that your wisdom, guidance,

CANDICE ALVAREZ

and expertise will profoundly impact the lives and careers of those you mentor. Together, we will create a supportive and empowering community where knowledge is shared, connections are forged, and success is celebrated. Welcome, and thank you for your invaluable contribution to the City Clerks Association of California.

NEXT NEW MENTOR TRAINING

If you have your CMC or MMC and want to become a mentor, the next New Mentor Training will be held virtually on Wednesday, July 24, 2024, from 10:00 a.m. to 11:00 a.m. Register now! We especially need Mentors in Region 3 (Central Valley), Region 5 (Desert Mountain), Region 9 (San Diego County), Region 11 (Los Angeles County), and Region 16 (North Bay). I hope to see you there and welcome you to our team!

MENTOR UPDATES AND REASSIGNMENTS

Over the past two months, I’ve dedicated time to updating records based on the annual check-in responses from Mentors. Additionally, I reached out to mentees whose mentors are no longer active or are approaching retirement. I’ve reassigned 32 members to new mentors. Throughout this process, a few mentees have been marked as inactive. If you have any concerns about your status or suspect you may have been mistakenly marked as inactive, please reach out to me directly. I’m here to assist and can assign you to a new mentor if needed. I couldn’t have accomplished this task without our amazing Mentors’ support and willingness to take on new mentees.

ACTIVE MENTORS AND MENTEES STATISTICS

After completing the process above, the following are the current statistics for the Mentor Program:

That ratio is incredible, considering it was 10:1 in September 2022 when I was first elected. The drastic decrease is due to the significant increase in new mentors and

the number of mentees who have earned their designations. California continues to produce more Certified and Master Municipal Clerks than any other state or even several IIMC Regions. I am so proud to work alongside so many ROCKSTARS!

NEWLY DESIGNATED CMCS AND MMCS

On that note, I would also like to take this opportunity to congratulate our newly designated Certified Municipal Clerks and Master Municipal Clerks. These individuals have confirmed their commitment to our unique and awesome profession, and I, along with their mentors, colleagues, and agencies, are so proud of their hard work and dedication.

CMC

Clarissa Menchaca - City Clerki City of Live Oak, CA

Elise Camacho - Deputy City Clerk/Records Coordinator, City of Cerritos, CA

Taya Victorino - Executive Assistant, Cucamonga Valley Water District, CA

Sandra Duchi - City Clerk, Weed, CA

Deborah Elam - Acting City Clerk/Assistant City Clerk, Livermore, CA

Heidi Whitlock - City Clerk, Susanville, CA

Colleen Andersen - Council Services & Legislative Records Manager/Deputy City Clerk, Oakdale, CA

Analuz Mendoza - Assistant to the City Clerk, City of Calabasas, CA

Angela Louis - Retired Administrative Services Director, City of Millbrae, CA

Louis Osemwegie - Deputy City Clerk/Legislative Secretary, San Jose, CA

Rose Chaparro - City Clerk, Oxnard, CA

Michael Maloney, CMC - City Clerk - City of Cloverdale, CA

Julie Christel, CMC - City Clerk - City of Turlock, CA

Alexandra Rackerby, CMC - Records Technician - Riverside County Transportation Commission, CA

MMC

Donna Morales - District Clerk, San Diego Unified Port District, CA

Kim Mancera - Deputy Clerk, City of Morgan Hill, CA

Anne Haraksin - Assistant City Manager, City of La Mirada, CA

Perla Lopez - Deputy City Clerk, City of San Bernardino, CA

CENTRAL NUTS & BOLTS

On May 9-10 the City of Hollister hosted the Central Nuts & Bolts session for the first time. The theme for the session was “Welcome to the Circus!” since we all know what a circus our agencies can feel like some days. Britt Avrit and Jen Woodworth facilitated the training and helped guide attendees through the ins and outs of the clerk world to increase their skills and abilities – be it juggling agenda deadlines or walking the tightrope of staying neutral during the election season.

As the week’s Ringmasters, trainers welcomed forty members of clerk staff from cities, counties, and special districts to learn about the essentials of the clerk profession and our many duties and responsibilities. In addition to the different types of agencies in attendance, there was a broad spectrum of positions represented, including administrative assistants, management analysts, deputy and assistant clerks, and an elected City Clerk. Trainers covered everything from how to properly notice a public meeting and provide support to your appointed and elected officials to understanding that ballot measure arguments can sometimes be the Wild, Wild West of elections. The Nuts & Bolts curriculum is based on the City Clerk’s Handbook, so it was also an opportunity to talk about some of those lesser-known responsibilities, such as annexations and street vacations. Mark Numainville, Berkeley City Clerk, covered all things elections, including keeping everyone on their toes as they determined which ballot designations can be allowed. David Lim with Richards, Watson & Gershon dove deep into the Brown Act and Public Records Act to help participants understand the best practices and procedures to support transparency and public access to local government. Finally, Bruce Meier with Records Control Services arrived in full Ringmaster regalia to guide us through the ins and outs of records management.

All of the attendees were class acts, and I’m not talking about the clown car or trapeze artists. Attendees enjoyed the great food the venue had to offer and getting to know others in the profession. Many were also excited to take what they had learned and back to their own circuses to put their knowledge into practice. In addition to all of the learning and networking, attendees were able to enjoy some of the great restaurants in town and visit the weekly farmers’ market.

The next opportunity to attend Nuts & Bolts will be in August when a virtual session will be held. Keep an eye out for the registration on the CCAC website: https://www.californiacityclerks.org/page/nuts-bolts

LEGISLATIVE UPDATE

RECENT LEGISLATIVE ACTIVITY

Legislative activity has been high, with stacked agendas, long hearings, and a flurry of bills being amended as the more than 2,200 legislative proposals introduced earlier this year make their way through the legislative process to pass through policy committees by May 3, and then their house of origin by May 24.

CCAC-POSITIONED LEGISLATION

The CCAC’s Legislative Committee works with our lobbying firm, Renne Public Policy Group (RPPG), to adopt positions on certain bills on CCAC’s behalf. A few bills of interest:

AB 1170 (Valencia) Political Reform Act of 1974: filing requirements

• Highlights*: AB 1170 would require agencies’ 87200 filers (e.g., city council, city manager, city attorney, finance director, planning commissioners, etc.) to file electronically through the FPPC’s filing system. Paper copies would no longer be accepted.

• CCAC Position: Watch

• The CCAC advocacy team is working with the FPPC and the author’s office to address technical concerns

AB 2582 (Pellerin) Elections omnibus bill

• Highlights*: AB 2582 would require the Secretary of State to establish uniform filing forms for candidates to use when filing nomination papers.

• CCAC Position: Support

SB 1181 (Glazer) Campaign contributions: agency officers

• Highlights*: SB 1181 would require agendas to include a paragraph with information about the Pay-to-Play/Levine Act/GOV 84308 requirements. The currently proposed language is:

“Parties to a proceeding are required to disclose if they made contributions over $250 within the prior 12 months to a decisionmaker. If a decisionmaker accepted more than $250 during the 12 months preceding the decision, the decisionmaker is required to recuse themself from the decision. Parties and participants with a financial interest are prohibited from making more than $250 in contributions to a decisionmaker for the 12 months after the final decision is rendered on the proceeding. The above contribution disclosures and restrictions do not apply when the proceeding is competitively bid, or involves a personnel or labor contract. For more information, see Government Code Section 84308.”

• CCAC Position: Watch; consider providing feedback on language

See all CCAC-Positioned Bills in the latest legislative report.

*The highlights provided here do not include all possible impacts. Click on the links to read the full bill text for more information.

CCAC

PRIORITY BILLS

RPPG has flagged over 60 bills for CCAC as “priority,” which may be of potential interest or may impact operations or priority issues, per the legislative platform. See the latest CCAC Tracked/ Priority Bill List on CCAC’s Legislative Updates page. Questions? Comments? Ideas?

Contact Legislative Director Kerry Bigelow at kbigelow@chulavistaca.gov

KERRY BIGELOW

MEMBERSHIP UPDATE

Vanessa Quiroz

Daisy Moreno

Amanda Ahre

Elodie Klug

Breana Contreras

Alejandro Rodarte

Samantha Nevarez

Daibel Fernandez-Bolt

Nancy Aguilar-Crunk

Eva Arseo

Lisa Schlotz

Roxana Flores

Karen Scrivner

Dori Petee

Angel Rodriguez

Jackie Miramontes

Dave Leon

Andrea Pizano

Jessica Cuna

I am thrilled to share some exciting news with you all! Our association’s membership continues to thrive, and we’re delighted to announce that we have officially crossed the 900-member mark!

This remarkable achievement is a testament to the value our association provides to professionals in our industry. It reflects not only the strength of our community but also the dedication of each member in contributing to our shared goals and objectives.

Greetings to our April and May Newcomers:

City of Bell Gardens

City of Bell Gardens

City of Colfax

City of Hemet

City of Manhattan Beach

City of Montebello

City of Montebello - City Clerk’s Office

City of Petaluma

City of Riverside

City of Riverside

City of San Ramon

City of Temple City

County of Madera

Mission Springs Water District

San Francisco Bay Area Rapid Transit District

San Joaquin Regional Rail Commission

Santa Clara Valley Water District

Silicon Valley Clean Energy

Town of Yucca Valley

MICHAEL MACDONALD

As we approach the renewal period for membership on July 1, 2024, I would like to extend my gratitude to those who have already renewed their membership. Your continued support is invaluable to our association’s mission. For those who have yet to renew, I want to reassure you that the process is quick and straightforward.

All members will receive email reminders prompting them to renew directly within their account. We appreciate your prompt attention to this matter and look forward to your continued involvement. For questions, reach out to membership@ californiacityclerks.org.

CELEBRATING A REMARKABLE JOURNEY!

Marie was a City of Banning employee from August 1984 to September 2017. During this time, she served as an Intermediate Clerk Typist, Deputy City Clerk, and Secretary to the City Manager and City Council. In June 1995, she was appointed as Interim City Clerk to fill the vacancy left by retiring City Clerk Elizondo. She has subsequently been elected seven times—in 1996, 2000, 2004, 2008, 2012, 2016 and 2020.

She participated in the Banning Mexican American Scholarship Association from 1974 to 1988, as well as Banning High School Band and Sports Booster Clubs. In 2003, she served as the president of the Soroptimist International Chapter in Banning.

Marie was raised in Palm Springs, California and graduated from Pam Springs High School. She attended College of the Desert, receiving an Associate of Arts degree in the secretarial sciences. She married Favian Calderon of Banning and they share two daughters and two grandchildren.

Marie “Toni” Calderon will be retiring in November. If you see her, take a moment to thank her for the outstanding service she has provided to the residents of Banning spanning five decades!

Joining us or bidding farewell? Share your story? Reach out to Michael MacDonald at mmacdonald@cityofventura.ca.gov to be featured in our newsletter.

UPCOMING EDUCATION OPPORTUNITIES

Virtual 6/27/2024

Check out these upcoming education opportunities through CCAC! You can always find up-to-date information on the CCAC website community calendar. For questions, please feel free to email pdd@californiacityclerks.org

Virtual 7/10/2024

Region Training: Common Exceptions & Access to Police Records through the CA Public Records Act

Municipal Clerk Book Club

Chapter 11: Assessments, Licenses, & Other Financial

Municipal Clerk Book Club

Registration Closes 6/25/2024

Register today

Virtual 8/14/2024

Chapter 12: Projects, Grants, Capital Improvements Nuts and Bolts

Virtual 8/29/2024 Nuts and Bolts

Fowler 9/25/2024

Athenian Dialogue: The Everything Store: Jeff Bezos and the Age of Amazon

San Marcos 10/15-10/25/24 CMC Institute (Series 200)

Registration Coming Soon

Registration Coming Soon

Register Here

Registration Opens 7/15/2024

HOLLY CHARLÉTY

RECORDS AND INFORMATION MANAGEMENT MONTH IN THE CITY OF DUBLIN

CITY CLERK’S OFFICE AT CITY OF DUBLIN

The City of Dublin first formally celebrated Records and Information Management (RIM) Month in April 2023 to include weekly emails, staff trainings, a citywide Records Clean-Up Day, and prizes! RIM Month in 2023 was a great success and the City Clerk’s Office continued the tradition in April 2024. The month included meetings to prepare for the month, weekly emails and activities, trainings, and Records Clean-Up Day. Here is a glimpse of the planning and activities involved.

PREPARATION FOR THE MONTH

The City Clerk’s Office has quarterly meetings with the department Records Liaisons and in March we discussed lessons learned from the previous year and solicited ideas and suggestions from the Records Liaisons. We then met one-on-one with Records Liaisons from each department and created department-specific checklists for Records Clean-Up Day. The checklists included items that were generic and could apply to anyone city-wide, and items based on the specific needs for that department. These conversations included a look at the departments’ Records Retention Schedules to ensure they were capturing all records created in the past and ones currently being made. Meetings were then conducted with each department head to share the lists developed with the Records Liaisons with ideas for tasks for every employee within the department.

WEEKLY EMAILS AND ACTIVITIES THROUGHOUT THE MONTH TRAINING

We held two trainings during the month with our records consultant, Diane Gladwell. One was

geared toward all employees on electronic records and email management, educating them on when an email has substantive content and should be retained and encouraging deletion of the junk. We kept this training short at 30 minutes so employees could easily fit it into their day. The second training was for the Records Liaisons and focused on more advanced Laserfiche best practices with screenshots and a demo using both the desktop and web versions of Laserfiche.

WEEKLY EMAILS

Each Monday employees received an email with tidbits of information regarding records and tips to help with records management, a tip of the day, a task for the week, and records related comics.

Samples of the tidbits:

• Records Management is everyone’s responsibility, and City records belong to… you guessed it, the City! They do not belong to the employee. We should have no expectation of privacy while using government resources. Any text, email, voicemail, letter (electronic or paper), or other document regarding City business is a record.

• Employees are encouraged to delete or destroy copies, drafts, and non-records when they are no longer needed. Retaining copies can cause more errors for current, new, and future employees. Copies or drafts can waste valuable time and mislead the reader into thinking that’s the most recent document. Always check for the most current version, then dispose of any out-of-date copies or drafts.

• Records Management is EVERYONE’S Responsibility. If you collect, create, receive, capture, organize, use, disseminate, maintain, or dispose of government information and documents, you are involved in records management! The records management program’s purpose is to apply efficient and economical methods to the creation, utilization, maintenance, retention, preservation, and disposal of all City records.

SAMPLES OF THE “TIP OF THE DAY”:

• Delete your transitory emails (and provided examples of emails to delete immediately, such as email reminders to upload PPTs for council meetings, or timecard reminders).

• Follow your department’s naming convention for documents (including instructions on where to find the naming conventions).

• Take 5 minutes at the end of each day to clean up the clutter at your desk, on your desktop, in your shared drive folder, or your email to start the next day off fresh.

SAMPLE TASKS:

• Send a screenshot to the City Clerk’s Office of the data size/space of email inboxes.

• Complete a 7-question records management quiz with the answers being readily available in the Records and Information Management Manual.

• Complete a records related crossword puzzle, all answers could be found in the Records and Information Management Manual or Retention Schedules.

• Turn in the Records Clean-Up Day Checklist.

• Send a screenshot to the City Clerk’s Office of the data size/space of email inboxes after deleting transitory correspondence, junk mail, etc.

RECORDS CLEAN-UP DAY

With the support of our City Manager, we picked a Friday in April to hold a citywide Records Clean-up Day. Regardless of any hybrid work schedules, all employees were expected to be at their workstation and focus on records for the entire day. The doors

to City Hall were shut at lunch and kept closed for the entire afternoon, allowing our front counter staff to also fully participate. As a result of feedback from last year, we held Clean-Up Day the next-tolast Friday of the month, leaving one more week in the month for our employees to wrap up what they may have started on clean-up day and have their efforts count for the whole month’s competition.

TIPS FOR A SUCCESSFUL CLEAN-UP DAY:

• Our Maintenance crew delivered extra recycling and garbage bins throughout City Hall and other city locations.

• We worked with Corodata to deliver two large 175-gallon shred bins for documents approved for destruction and those with sensitive information.

• Food! We provided lunch and afternoon snacks. We were rockstars when we came through at 3pm with our snack cart!

• All employees were encouraged to dress comfortably in jeans or athleisure wear.

• Support from leadership.

• A little competition!

RESULTS

Our primary focus for the month was cleaning network drives and email space, recycling or shredding paper documents, uploading and indexing documents in Laserfiche, and processing destruction forms.

We achieved 84% participation for the month, which means 84% of our permanent staff participated in at least one of our weekly tasks and/or participated in Records Clean-Up Day. We cleared out a net of 77 GB of storage from our network drives, over 180 GB from our email boxes, sent 2075lbs of documents to the shredders (saving 18 trees), added/modified thousands of documents into Laserfiche, and received 62 destruction request forms. We had nine employees participate in all the weekly activities, and after collecting all the data, we awarded the winning department with a framed customized interoffice envelope that will now rotate each year.

CLERK SMARTER ,

Skip the paper (and the headache). Granicus can help you run the perfect meeting with a range of digital solutions that are efficient and automatic.

THANK YOU, CCAC!

So many thanks to the amazing members of CCAC who supported me during my term on the IIMC Board of Directors. As this chapter of my life closes, the memories of trips to your annual conferences will be cherished. The opportunity to catch up with old friends and make new ones is something so special. A particular note of thanks to the CCAC Presidents, past, present, and future who are not only special friends but represent you all so well in both Region IX and IIMC. A special thanks to Immediate Past President and new IIMC Region IX Director Marc Donohue.

He’s worked hard to come into this new position completely up-to-speed and ready to represent our great region. I look forward to possibly dropping in to a future CCAC conference or two in the coming years and refreshing friendships old and new. It was an honor to serve as one of your Region IX Directors these past three years. Thank you for this special opportunity.

~ Ruth Post, MMC, Philomath, Oregon.

TREASURER UPDATE

Below is a snapshot of the financials as of the end of March 2024.

Chase Checking: .............................................. $ 224,695.92 US Bank Checking $ 0.00 LAIF: $ 295,956.42

$ 520,652.34

The complete financials are attached for your review. I am only an email away if you have a question about the financials, budget, etc. I can be reached at rcharlon@ridgecrest-ca.gov

RICCA CHARLON

City Clerk's Association of California Balance Sheet As of March 31,

City Clerk's Association of California Balance Sheet

As of March 31, 2024

Page 2 of 15

City Clerk's Association of California

City Clerk's Association of California Profit & Loss July 2023 through March 2024

City Clerk's Association of California

Page 5 of 15

City Clerk's Association

3/21/2024 200003363

400.00

400.00

400.00

400.00

500.00

50.00

10,000.00 Conference:Exhibitor:Sponsorship Conference Sponsorship: Gold Level

5,000.00 Conference:Exhibitor:Sponsorship Conference Sponsorship: Silver Level

3/6/2024 200003275 Choate Granicus

2/22/2024 200003238

250.00

IIMC Foundation – California Endowment Fund

Help grow CCAC’s endowment to fund CMC and MMC scholarships through the IIMC Foundation! Donations are invested and interest only is used to fund scholarships for California’s CMC/MMC Institute.

CCAC’s endowment earnings are used for California municipal clerks only. Support the profession now and into the future by donating today.

JUNE 12, 2024

CHAPTER 9:

Establishing Districts & Redistricting

Contact Information: Faviola Medina

Region 9 - San Diego County, Faviola.Medina@carlsbadca.gov

JULY 10, 2024

CHAPTER 10: City Boundaries & Other Jurisdictional Changes

Contact Information: Theresa Bass

Region 10 - Orange County, tbass@anaheim.net

AUGUST 14, 2024

CHAPTER 11:

Assessments, Licenses, & Other Financial Duties

Contact Information: Ericka Hernandez

Region 11 - Los Angeles County, ehernandez@cityofrosemead.org

SEPTEMBER 11, 2024

CHAPTER 12: Projects, Grants, Capital Improvements

Contact Information: Weston Montgomery Region 12 - Channel Counties, weston.montgomery@ojai.ca.gov

OCTOBER 9, 2024

CHAPTER 13: Deeds & Deed Processing

Contact Information: Nova Romero

Region 13 - Monterey Bay, nromero@ci.carmel.ca.us

NOVEMBER 13, 2024

CHAPTER 14: Procurement Process

Contact Information: Britt Avritt

Region 14 - Peninsula, bavrit@saratoga.ca.us

JANUARY 8, 2025

CHAPTER 15:

Administrative & Legal Filings Contact Information: Marsha Moore Region 15 - East Bay, marsha.moore@dublin.ca.gov

FEBRUARY 12, 2025

CHAPTER 16:

Records Management Contact Information: Pam Caronogan Region 16 - North Bay, pcaronongan@co.rio-vista.ca.us

MARCH 12, 2025

CHAPTER 1:

Professional Development Contact Information: Siana Emmons

Region 1 - Redwood Empire, semmons@ci.fortuna.ca.us

APRIL 9, 2025

CHAPTER 2:

Clerk - One of the Oldest Professions Contact Information: Amy Lind Region 2 - Sacramento Valley, alind@auburn.ca.gov

MAY 14, 2025

CHAPTER 3:

Office Structure, Responsibilities, & Leadership Contact Information: Cassandra Candini-Tilton Region 3 - Central Valley, ccandini@ci.manteca.ca.us

JUNE 11, 2025

CHAPTER 4: Community Relations & Communications

Contact Information: Melissa Herman Region 4 - S. San Joaquin Valley, MHermann@tulare.ca.gov

JULY 9, 2025

CHAPTER 5:

Legislative Procedures Contact Information: Maribel Hernandez

Region 5 - Desert Mountain, mhernandez@barstowca.org

AUGUST 13, 2025

CHAPTER 6:

Board, Commissions, & Committees

Contact Information: Genoveva Rocha

Region 6 - Inland Empire, Rocha_Ge@sbcity.org

SEPTEMBER 10, 2025

CHAPTER 7: Meetings, Agendas, Minutes, Follow-up

Contact Information: John Paul Maier

Region 7 - Riverside County, JMaier@hemetca.gov

NOVEMBER 12, 2025

CHAPTER 8 : Elections

Contact Information: Norma Wyles

Region 8 - Imperial County, NWyles@cityofelcentro.org

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