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2013

Court/AO Exchange Programs Annual Report January 2013—December 2013


Prepared by the Administrative Office of the U.S. Courts Human Resources Office

This report contains confidential information and is for private, internal use only.


Table of Contents 2012-2013 DLP Residents and Accomplishments................................................. 6 Alec Leddy .....................................................................................................................6 Todd Steiner...................................................................................................................7 Angela Roberson.............................................................................................................8

2013-2014 DLP Residents and Projects ................................................................ 9 David Lee Carlson...........................................................................................................9 Sonia M. Hogeland..........................................................................................................9

TEMPORARY DUTY AND EXTENDED COLLABORATIVE ASSIGNMENTS PROGRAMS........................................................................................................... 11 Temporary Duty Assignment Participants........................................................... 13 Temporary Duty Assignment Accomplishment Examples................................... 18 Extended Collaborative Assignments................................................................... 22 Knowledge Seminars............................................................................................. 25 Knowledge Exchange Program ............................................................................. 26 Administrative Office Select Orientation............................................................. 28 Enhanced Administrative Office New Employee Orientation............................. 28 Structure................................................................................................................ 30 Role of Court/AO Exchange Programs Management Team................................. 30 Role of Court/AO Exchange Programs AO Liaisons............................................. 31 Activities................................................................................................................ 32 Shutdown Activities.......................................................................................................... 33 Budget ................................................................................................................... 33 Program Goals for 2014........................................................................................ 36

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INTRODUCTION

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he Court/AO Exchange Programs continues to help foster a greater sense of awareness and understanding of the operations of the Administrative Office of the United States Courts (AO) and the courts and federal defender organizations. This report provides an in-depth review of all four programs, program activities during 2013, and goals for 2014. The programs include the Director’s Leadership Program (DLP), Temporary Duty (TDY) and Extended Collaborative Assignments (ECA) Programs, Knowledge Programs, and the AO Orientation Program.

“Through the Director’s Leadership Program

Cait T. Clark, Chief, Administrative Office Defender Services Office, provides history and an overview for the October 2013 Knowledge Seminar: Defense Investigations in Federal Criminal Cases, before turning the program over to the distinguished panel.

we hope to improve the communication between

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DIRECTOR’S LEADERSHIP PROGRAM

the Administrative Office and the courts across the country, and at the same time develop future leaders of the courts through their participation as Residents in the program.” —The Honorable John D. Bates Director, Administrative Office


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he Director’s Leadership Program brings highly qualified senior- and mid-level court and federal defender organization staff, known as the Director’s Residents, to the AO for up to one year to perform critical work on national initiatives and highpriority projects. The fourth class of residents, Alec Leddy, Todd Steiner, and Angela Roberson, completed their successful residencies in August and September 2013. Ms. Roberson departed on August 19, 2013, Mr. Steiner departed on August 30, 2013, and Mr. Leddy departed on September 9, 2013. The fifth class, comprising two residents, began their residencies on September 5, 2013. During their tenure, residents attend a welcome reception hosted by the Director, executive training, and a variety of Judiciary and local events in the District of Columbia.

2012-2013 DLP Residents and Accomplishments Alec Leddy Title: Clerk of Court, District of Maine Bankruptcy Court Resident Period: September 10, 2012-September 9, 2013 AO Directorate: Office of Court Administration Alec Leddy served his residency acting as the AO point of contact for Shared Administrative Services (SAS) and as such, assisted the AO and court staff with SAS inquiries, fielded and responded to suggestions and complaints regarding SAS, presented at circuit and national meetings of judges and court unit executives, and when appropriate, routed SAS inquiries to appropriate subject matter experts. Mr. Leddy reviewed and summarized all 94 district SAS plans filed in accordance with Judicial Conference policy requirements. He collaborated with the Federal Judicial Center on SAS webinars, training, and in-court programs. He assisted with the design and implementation of the study of potential SAS cost savings. Mr. Leddy constructed a team to design, build, and successfully launch JShare, an internal Judiciary website designed to match courts with resource surplus and resource needs. He and two other court unit executives continue to oversee the site.

LEADERSHIP TRAINING: ●●  Strategic Thinking: Driving Long Term Success, Brookings Institute ●●  Ethics in Action, Brookings Institute

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JUDICIARY ACTIVITIES: ●●  Attended oral argument, United States Supreme Court ●●  Attended and participated in AO senior staff meetings ●●  Narrated Understanding Bankruptcy Code video ●●  Toured DC consolidated court and interviewed clerk of court

Todd Steiner Title: Director of Information Services, Northern District of Indiana District Clerk’s Office Resident Period: September 4, 2012-August 30, 2013 AO Directorate: Office of Information Technology Todd Steiner served his residency by working to design, develop, and implement a private cloud alternative for the Judiciary that offers cost and time efficiencies. He collaborated with AO security staff and technical engineers along with court staff to implement two computer security “demilitarized zones” for the Judiciary’s network. He published a white paper on the fundamentals of cloud security. Mr. Steiner worked with courts throughout the country and executed 45 service level agreements for hosting services for approximately 150 servers. He facilitated the Cloud Working Group meeting and was a member of a working group to develop a Community Cloud Governance model. Upon returning to his court, Mr. Steiner competed for and was promoted to the chief deputy clerk II position.

LEADERSHIP TRAINING: ●●  ●●  ●●  ●●  ●●  ●●  ●●  ●●  ●●  ●● 

Conflict Resolution, Brookings Institute Creating High Performance Teams, Brookings Institute Performance Management Training, AO Lessons on Leadership, Federal Judicial Center Risk Intelligence, MITRE Institute Critical Thinking for Leaders, Performance Management Institute Cost Cutting in Federal Agencies Seminar, Government Business Council Cloud Security Fundamentals, SANS Institute Infrastructure Trends Seminar, MITRE Corporation Technology Exchange Management of IT Knowledge Continuum Conference, University of Virginia

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JUDICIARY ACTIVITIES: ●●  Attended an oral argument, United States Supreme Court

Angela Roberson Title: Probation Officer Specialist, Northern District of Texas Probation Office Resident Period: August 20, 2012 – August 19, 2013 AO Directorate: Office of Probation and Pretrial Services Angela Roberson served her residency by working with district courts to implement risk-based supervision of defendants and offenders, a component of evidence-based practices. She assisted with creating the Staff Training Aimed at Reducing Re-Arrest Facilitator Manual and updating national pretrial services policies and procedures. Ms. Roberson created the template for a Blackboard web-based class, assisted with developing a pretrial related questionnaire, and participated in the Phase 2 testing of the Data Quality Online Academy. She participated in the evidence-based pilot program review for the District of Nevada Probation Office. Ms. Roberson describes her experience as “an opportunity that comes once in a career. It not only transformed me professionally, but I have grown personally as well. I am very pleased and honored to have been selected as one of the Director’s Leadership Program Residents, and I strongly recommend the program to others.”

LEADERSHIP TRAINING: ●●  Lessons on Leadership, Federal Judicial Center ●●  Interview with Chief Probation Officer Gennine Hagar with focus on leadership issues ●●  Women’s Leadership: Strategies for Success (an eight-month cohort program), Brookings Institute ●●  The Uniqueness of Women’s Leadership ●●  Emotional Intelligence and Leadership ●●  The Authentic Leader ●●  Communicating Across the Gender Divide ●●  Powerful Leadership: Influence and Persuasion ●●  Capstone: Strategies for Success

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JUDICIARY ACTIVITIES: ●●  Attended an oral argument, United States Supreme Court

2013-2014 DLP Residents and Projects David Lee Carlson Title: Architect/Project Manager, Fifth Circuit Court of Appeals, Circuit Executive’s Office Resident Period: September 5, 2013-September 4, 2014 AO Department/Office: Department of Administrative Services, Facilities and Security Office Mr. Carlson will focus on the development and planning of the Integrated Workplace Initiative (IWI) of the Judiciary’s Space Footprint Reduction initiative. He brings over 16 years of experience as the Fifth Circuit’s Architect/Project Manager on almost 200 projects. He is well versed with the Judiciary’s past and current rent control programs and has assisted AO staff with identifying Fifth Circuit court facilities that could benefit from the space reduction project.

Sonia M. Hogeland Title: Facilities Design Project Manager, Western District of Texas District Clerk’s Office Resident Period: September 5, 2013- September 4, 2014 AO Department/Office: Department of Administrative Services, Facilities and Security Office Ms. Hogeland will focus on planning for the implementation of specific projects for the IWI. She spent 11 years with the Western District of Texas District Court successfully supporting and guiding court units and personnel through the process of creating functional work environments. Additionally, Ms. Hogeland participated in the space reduction project study on the San Antonio project as a guide and advisor to court units.

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TEMPORARY DUTY AND EXTENDED COLLABORATIVE ASSIGNMENTS PROGRAMS “The lessons I learned during my TDY cannot be taught in a manual or guide. I have been trained to think on a national level for so many different types of employees that I appreciate the employees and their work at the AO more each day. I know that I will be able to better serve my federal public defender organization and clients based on my experience here.� -Mariza G. Vergara, TDY Participant, Paralegal, Central District of California, Federal Public Defender Organization


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he TDY Program provides opportunities for qualified court, federal defender organization, and AO staff to work on projects outside their regular work responsibilities. Court staff (appellate offices, clerks’ offices, chambers staff, federal defender organizations, probation and pretrial services offices) have an opportunity to work at the AO (or telework from home or official duty station). AO staff have an opportunity to work in the courts and federal defender organizations. AO departments post TDY opportunities online seeking court staff to apply for an opportunity at the AO. The Extended Collaborative Assignments (ECA) program is a new component of the Court/AO Exchange Programs. This component allows for extension of some TDYs in order to promote continuity on longer-term projects that have benefited from the court and federal defender organization assistance. TDY assignments can range from a few weeks to a year, are subjectbased, and have defined starting and ending points for each project. During this reporting TDYs Started (CY 2013) period, the Court/AO 35 Exchange Programs began 29 its first “reverse” TDY. The 30 Probation and Pretrial 25 Services Office Program 20 Administrator Christopher 15 Mangione began a TDY 10 7 with the Eastern District 3 5 2 2 2 of Michigan Probation 1 1 1 0 Office on June 24, 2013 DD DAS-HR DPS-CMS DPS-DS DPS-JS DPS-PPS DTS-CTH DTS-IM DTS-SDS to January 1, 2014. Mr. Mangione worked in the Detroit and Flint divisional offices performing duties related to treatment services contracting and drug testing programs on a part-time basis in addition to performing AO work through a telework arrangement. In calendar year (CY) 2013, some TDY program highlights included: ●●  ●●  ●●  ●● 

Forty-eight TDYs started in CY 2013; Seventy-five TDYs were active during CY 2013; Eighty-one percent of the participants teleworked; Forty-two percent of TDYs beginning in 2013 are for six months or less, and five, all telework TDYs, are for an expected duration greater than 12 months; and ●●  All three AO departments and the deputy director’s office participated in the TDY Program.

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Temporary Duty Assignment Participants In CY 2013, 48 participants started their TDYs in nine AO offices, and 44 participants, serving in nine offices, concluded their TDYs.

TDYs Ended (CY 2013) 35

30

30 25

20 15 10 5

1

4

3

1

2

1

1

1

0 DD

DAS-HR DPS-CMS DPS-CS DPS-DS

DPS-JS DPS-PPS DTS-IM DTS-SDS

All Active TDYs (CY 2013) 50 45 40 35 30 25 20 15 10 5 0

44

2

1

3

6

7

4

2

2

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Ten AO offices had 75 TDY participants TDY Participants by Circuit (CY 2013) working on-site or 12 remotely during 10 10 CY 2013. This 10 9 8 8 includes those 8 7 participants 6 6 beginning or ending 6 5 their TDY in CY 2013, 4 as well as participants 2 2 whose TDY spanned 2 1 CY 2013. The 0 0 Department of 1st 2nd 3rd 4th 5th 6th 7th 8th 9th 10th 11th DC Fed Program Services/ Case Management Systems Office (DPSCMS) had the largest number of TDY participants, with 44 individuals. For more information on the projects, see the TDY Examples section for TDY accomplishments. TDY participants came from 12 of the 13 circuits. These participants represented chambers and non-chambers staff in appellate, district, and bankruptcy courts; probation and pretrial services offices; and federal defender organizations. Bankruptcy courts provided 43 percent of total TDY participants, and district courts provided 35 percent.

TDY Participants by Court/Office Type (CY 2013) 35

32

30

26

25 20 15 10

5

7 3

1

5

0 Appellate

14

District

Bankruptcy

Probaon

Pretrial Services

Defender

Administrative Office of the US Courts


The majority of TDY participants continue to be non-chambers staff. The percentage remains relatively stable from CY 2011 to CY 2012, but in CY 2013 the participation rate for chambers reduces by about half from the previous calendar year.

TDY Chambers Participation 100% 90%

93%

85%

83%

80% 70% 60% 50% 40% 30% 20%

17%

15%

7%

10% 0% CY 2011

CY 2012 Chambers

CY 2013

Non-Chambers

The TDY Program participants not only represent a broad range of courts and federal defender organizations, but they come from a varied background, representing 46 different job titles (see below).

Job Titles of TDYs in CY 2013 Applications Developer

Docket Clerk Supervisor

Secretary to District Judge

Assistant Deputy Chief Probation Officer

Information Systems Manager

Secretary to Magistrate Judge

Assistant Federal Public Defender

Information Technology Administrator

Senior Programmer

Assistant Manager, Department of Information and Technology

Judicial Assistant to Senior District Judge

Sentencing Guideline Specialist

Automation Projects Specialist

Management Analyst

Software Developer

Bankruptcy Analyst

Network Administrator

Supervisory Probation Officer

Career Law Clerk

Network Administrator II

Systems Administrator

Case Administrator II

Network Systems Engineer

Systems Analyst/Programmer

Case Administrator/Courtroom Deputy

Operations Manager

Systems Engineer

Chief Deputy Clerk

Paralegal

Systems Manager

CM/ECF Analyst

Probation Administrator

Systems Project Manager

Courtroom Deputy II

Probation Officer Specialist

Systems Support Specialist

Data Quality Analyst II

Program Administrator

UNIX/Database Administrator

Data Systems Analyst

Programmer

Webmaster

Director of Information Technology

Programmer/Analyst

 

District Systems Manager

Programmer/Systems Administrator

 

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One of the benefits of the TDY Program is its flexibility in providing a telework option. Participants can work remotely with limited travel to the AO, or they can act as a shared resource between the courts, federal defender organizations, and the AO with on-site work at the AO on a part-time basis. In CY 2013, 81 percent of TDY participants took advantage of the telework option, an increase of 20 percent from CY 2012.

TDY Telework 90%

81%

80% 66%

70%

61%

60% 50% 40%

Telework

39%

34%

On-Site

30%

19%

20% 10% 0% CY 2011

54

49 37

40 30

21

20 10

CY 2013

Full-Time and Part-Time TDYs

60 50

CY 2012

9

Full-Time Part-Time

13

0 CY 2011

16

CY 2012

CY 2013

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AO departments determine the length of time for the TDY opportunities based on project needs. The duration may also depend on the agreement between the departments and the participants’ courts or federal defender organizations. The Court/AO Exchange Programs management team must approve all TDY opportunities over six months. In CY 2011, the AO’s Travel and Payroll Offices notified the Court/AO Exchange Programs management team that travel reimbursements for TDYs lasting more than one year are considered earned income and must be reported to the Internal Revenue Service. In CY 2013, the Payroll Office processed taxes on the monthly reimbursements as year-end adjustments for two TDY participants. Five TDYs started in 2013 were for more than 12 months, and the tax procedure did not apply since the TDYs were 100 percent telework.

TDY Duration 25 20

20

23

21

15

Started 2011

11

Started 2012

10 6 5

5

3 0

0

6 months or Less

7 to 12 Months

Started 2013

1

More than 12 Months

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Temporary Duty Assignment Accomplishment Examples Elizabeth L. Abdelmasieh, former Career Law Clerk, District of New Jersey Bankruptcy Court, completed her TDY assignment on January 13, 2013 with the Office of Court Administration (OCA). She started her TDY assignment in March 2011 to review proposed amendments to bankruptcy rules and official bankruptcy forms and to advise the technology staff of the impact of these changes on the current and “Next Gen” case management/ electronic case filing (CM/ECF) systems. She drafted requirements and design documents for “Next Gen” and participated in meetings addressing court operations and technology issues. Ms. Abdelmasieh also assisted in efforts to standardize system components across all court types. Her highlights included “living in the Nation’s capital, working with talented people, and being selected for a position at the AOUSC.” On January 13, 2013, OCA hired Ms. Abdelmasieh as an information technology specialist now in Department of Program Services. Timothy O’Hora, Systems Administrator, District of Delaware District Clerk’s Office, completed his TDY assignment with the Department of Technology Services on February 22, 2013. He started his telework TDY assignment in July 2012 to help establish the Internet Protocol Telephony (IPT) Connections working group; design and update the IPT website; update, organize, and respond to questions on the IPT connections site; and help design, coordinate, and install IPT systems in Philadelphia, Allentown, and Reading, Pennsylvania and Wilmington, Delaware. His highlights included experiencing the Judiciary from a different perspective, exploring the decision-making process at the AO, helping several other court units in the Third Circuit, learning the IPT uses in different court units, and experiencing yet another perspective on the IPT program.

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Andre Stephenson, Network Administrator II, Southern District of California Pretrial Services Office, completed his TDY assignment with Probation and Pretrial Services Technology Division on February 28, 2013. Mr. Stephenson started his telework TDY assignment in February 2012 to work with the Electronic Reporting System (ERS) and Safety and Information Reporting System (SIRS). He reported issues found in the ERS test environment and problems in the Crucible code and made suggestions for improving the ERS application. Additionally, he produced technical documents detailing the initial deployment and application process for both systems. Mr. Stephenson’s highlights included the opportunity to collaborate and share ideas with the AO’s team of experts. Jaime Hawk, Trial Attorney, Eastern District of Washington Federal Defender Organization, completed her TDY assignment with the Defender Services Office (DSO) on September 2, 2013. She started her TDY assignment in October 2012 to work as a visiting attorney advisor. Ms. Hawk served as DSO’s point person on immigration policy matters and staffed meetings with internal and external stakeholders. She also served as training faculty at DSO Training branch programs for Criminal Justice Act panel attorneys; represented a United States citizen in prison abroad for an international prisoner transfer hearing; partnered with the Office of Public Affairs to develop Gideon educational materials for the nation’s youth and facilitated mock sentencing hearings with students in federal court in DC; helped organize an educational program at the Library of Congress on the 50th anniversary of the Criminal Justice Act; and worked with Department of Justice Access to Justice on tribal justice issues and training needs. Ms. Hawk’s highlights included being engaged in timely criminal justice issues being addressed by the federal defender system; attending the Supreme Court of the United States oral argument of a case briefed by her federal defender organization and argued by a Criminal Justice Act panel attorney from her district; and experiencing the many highlights of Washington, D.C. Bill Flemmer, Programmer, Southern District of Indiana Bankruptcy Clerk’s Office, completed his TDY assignment with the Department of Program Services Case Management Systems Office on October 31, 2013. He started his telework assignment in May 2013 to help develop CM/ECF NextGen software. He attended a training class in San Antonio and traveled to D.C. where he met with AO staff and other project TDYs. Mr. Flemmer completed peer reviews for both File and Event Dictionary web services. His highlights included meeting the other TDY participants and seeing the inner workings of the AO.

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Heidi M. Fundinger, Paralegal, Southern District of Alabama United States Bankruptcy Administrator Office, completed her TDY on September 30, 2013. She started her telework assignment in March 2013 to work on the Bankruptcy Administrator Information Management System (BAIMS) project. Ms. Fundinger created the BAIMS logo and favicon, User’s Guide and Quick Reference Guide. She drafted the BAIMS Training Plan and Requirement Statements for BAIMS Prioritization Analysis. She conducted a BAIMS WebEx demo for AO staff, revised multiple reports, and assisted with updating BAIMS databases. “I enjoyed the experience of working as part of a team and seeing project development from the inside…I believe that BAIMS is an important project that will come to benefit all six Bankruptcy Administrator offices and I’m happy that I was invited to be a part of it.” Gregory K. Williams, Program Administrator, District of Utah Bankruptcy Clerk’s Office, completed his TDY on November 30, 2013. He started his telework assignment in December 2012 on the CM/ ECF NextGen Calendaring project. Mr. Williams participated in TDY Functional Requirement Document (FRD) review meetings, became an expert in the SketchFlow design tool software, and drafted FRD 2186, a document that defines how the court allows the public to view chambers functionality in NextGen. These FRD documents are used by the NextGen developers to translate functionality in specific tasks for the developers. “The NextGen calendaring team is very knowledgeable, professional, and fun to work with. In particular, Catherine Robbins and Chuck Fozard were outstanding leads for our team. Their willingness to listen to our suggestions, offer feedback, discuss the options, and agree on a solution that best fit the requirements of the project, the expert panel, and our understanding of the FRD was outstanding and the essence of good team work.”

Michael R. Brown, Programmer Analyst, Middle District of Florida Bankruptcy Clerk’s Office, completed his TDY on June 30, 2013. He started his telework assignment in January 2013 to work on the CM/ ECF Central Sign On project. Mr. Brown developed several screens and modified Maintain User Account screens in current generation CM/ECF to accommodate Central Sign On functionality. He enjoyed learning Java Server Faces.

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Amanda M. Wachtendonck, Case Administrator II, Eastern District of Wisconsin District Clerk’s Office, completed her TDY on June 28, 2013. She started her TDY in July 2012 to work on writing Change Control Requests and reviewing modifications requests for the NextGen project. Ms. Wachtendonck wrote a Best Practices guide for district courts on patent and trademark case processes and also contributed to writing a Best Practices guide on Quality Control with the District Methods Analysis Program. Her highlights included “meeting wonderful people that will become great contacts in the future…Being exposed to court information that I would have not otherwise been able to in the court such as the District Court Advisory Group, work measurement, and budget…Being a part of a project that will eventually become something that I utilize within my home court.” Stuart Patchen, Assistant Federal Defender, Federal Community Defender Office, Eastern District of Pennsylvania, completed his TDY on December 29, 2013. He started his TDY in January 2013 with the Training Branch of the Defender Services Office (DSO). Mr. Patchen worked on a four day sentencing training workshop; conducted live presentations in a variety of locations; represented a client in a treaty transfer verification hearing in South Korea; prepared and presented live webinars; and was a member of several DSO committees. Mr. Patchen’s highlights included creating a power point presentation on prosecutorial misconduct and becoming familiar with and hosting WebEx webinars.

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Extended Collaborative Assignments The Court/AO Exchange Programs expanded in 2013 to include a new component: Extended Collaborative Assignments. This component allows for extension of some of the TDYs in order to promote continuity on longer-term projects that have benefitted from court or federal defender organization assistance. ECAs are for telework arrangements only, last more than three years (up to that point they are considered TDYs), may be extended for up to a year at a time, and may be extended annually as long as both the court or federal defender organization and the AO agree to the memorandum of understanding terms. Four court employees are in extended collaborative assignments in 2013 – all in the Department of Program Services Case Management Systems Office. Daniel K. King, Systems Manager, Eastern District of Washington Probation Office, provides third-tier technical and operational support for the Probation and Pretrial Services Automated Case Tracking System (PACTS) Document Imaging and Document Search (for text), eDesignate, and the United States Sentencing Commission Document Transfer products under the Electronic Probation and Pretrial Services (EPPS) project. He was instrumental in developing queries used for the Document Search program to enhance performance and search accuracy. He provided implementation and training support to districts implementing EPPS and ERS products and educated key stakeholders interested in the success of the products. Mr. King worked with PACTS Gen 3 Working Group members to ensure EPPS and ERS products integrate well in future PACTS Gen 3 releases. Additionally, Mr. King assisted former DLP resident Joel Turner for the last 18 months in working with district software developers to devise service-oriented architecture governance recommendations. Margaret A. Mowry, Management Analyst, District of New Jersey Pretrial Services Office, is a recognized expert in PACTS, the current PPS workload report, and all of the published statistical tables developed and maintained under the Decision Support Systems (DSS) project. She coordinates court testing of the workload and statistical reports and develops supporting documentation. She validated the accuracy of the workload report, which went through significant changes and was accelerated due to pending budget shortages. This report determines the salary allotment for all probation and pretrial services offices (more than $600 million) and is a critical component for a district’s planning. Ms. Mowry plays a key role in coordinating the court staff volunteers testing the report and ensuring that the report provides courts with accurate information.

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William J. Isbell, Programmer, Southern District of Alabama District Clerk’s Office, led the development of the original Offender Payment Enhanced Report Access (OPERA) application. Mr. Isbell also brings a unique understanding of the Civil Criminal Accounting Module (CCAM) database and the business practices in both the probation and clerk’s offices. He provides technical support and improvements to the application as requests are received by OPPS. Mr. Isbell is responsible for enhancing OPERA to provide officers with the ability to access fine and restitution data while visiting offenders in the community. A new OPERA version that is almost ready to go live will utilize CCAM and PACTS data in the DSS Datamart system to tie both systems together and provide officers with a report containing all of their offenders in one comprehensive package. The report will give a quick overview of what the offenders have been paying and how current they are in their payments. Eliminating the need for an officer to look up offenders one at a time results in significant time savings in the field.

Ann A. Meeker, Programmer Analyst, District of Kansas District Clerk’s Office, is a prominent DSS report developer in the courts and has a solid understanding of the business practices in probation and pretrial services offices as well as the AO’s policy guidance provided to the courts. As part of her extended collaborative assignment role in assisting courts in developing DSS reports to meet their local needs, she has recorded over 20 training videos produced with the Administrative Office’s Systems Deployment and Support Office (SDS) training staff, led countless “live” Webex training sessions, provided third-tier assistance to SDS Help Desk regarding DSS issues, and has personally assisted many court staff working on their reports. Ms. Meeker’s success in her role can be measured by the more than 3,000 court-developed reports in the DSS system. She works closely with the DSS development team to insure that the system is developed in the best manner to meet court needs. Ms. Meeker has also personally developed many of the national reports now widely utilized by courts in managing their cases.

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KNOWLEDGE PROGRAMS Panelists for the May 16 Knowledge Seminar: “An Insider Look at Bankruptcy.” Left to right: Chief Bankruptcy Judge Pamela Pepper, Eastern District of Wisconsin; Chief Bankruptcy Judge Bruce A. Harwood, District of New Hampshire; Mary L. Wilson Barry, Career Law Clerk, Northern District of Illinois serving on a TDY with the Office of Judges Programs; and Vanessa A. Lantin, Attorney Advisor, AO Bankruptcy Judges Division. Jill C. Sayenga, AO Deputy Director is at the podium.


Knowledge Seminars The Court/AO Exchange Knowledge Seminars consist of up to four seminars a year for AO employees, interns, contractors, TDY participants, and Director’s Leadership Program residents to learn about key Judiciary programs. A panel of subject-matter experts from the AO, courts, and defender organizations presents the program’s core functions, the AO’s role in supporting the program, and the perspective from the courts and defender organizations. On October 3, 2013, the AO presented a knowledge seminar on “Defense Investigations in Federal Criminal Cases.” The seminar covered the role of investigators and other staff in criminal cases that require locating a witness, performing computer forensics analyses, and litigation support for electronically stored information. Approximately 85 AO staff, interns, and contractors registered for the program. The Office of Public Affairs recorded the program, and the management team posted the video on the Court/AO Exchange Programs website.

Panelists for the October 3 Knowledge Seminar: “Defense Investigations in Federal Criminal Cases.” Left to right: Rick Lavaty, Supervisory Computer Systems Administrator, District of Arizona Federal Public Defender Organization; Michelle Peterson, Assistant Federal Public Defender, and Keith C. Huff, Investigator, District of Columbia Federal Public Defender Organization; Sean Broderick, National Litigation Support Administrator, Northern District of California Federal Public Defender Organization; and moderator Cait T. Clark, Chief, AO Defender Services Office at the podium. On May 16, 2013, the AO held a knowledge seminar on “An Insider’s Look at Bankruptcy.” One hundred fifteen employees and contractors registered for this event. AO Deputy Director Jill C. Sayenga opened the session with an update on all of the Court/AO Exchange Programs and introduced the discussion panel, which featured two chief bankruptcy judges and two representatives from the AO’s Bankruptcy Judges Division. The seminar provided an overview of the bankruptcy system, clarified many commonly held bankruptcy myths, and addressed the role of bankruptcy judges and their experiences both inside and outside of the courtroom. The Office of Public Affairs recorded the program, and the management team posted the video on the Court/AO Exchange Programs website. A photo from the seminar appears on the opposite page (p. 24).

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On January 17, 2013, the AO held a knowledge seminar on “A Day in the Life of a Federal Public Defender and Criminal Justice Act Panel Attorney.” The session provided an inside view into the work of court appointed counsel, how the Office of Defender Services supports their efforts, and how the program’s dedication to quality representation helps preserve justice for us all. The panel included Michael S. Nachmanoff, Federal Public Defender in the District of Arizona; Pleasant S. Brodnax, III, private attorney specializing in federal criminal litigation; Geoffrey T. Cheshire, Assistant Federal Public Defender in the District of Arizona serving on a TDY as a Visiting Attorney Advisor with the Office of Defender Services now serving on a TDY for the U.S. Sentencing Commission; and Kathleen M. O’Connor, Budget Analyst with the Office of Defender Services. The Office of Public Affairs recorded the program, and the management team posted the video on the Court/AO Exchange Programs website.

Geoffrey T. Cheshire, Assistant Federal Public Defender with the District of Arizona, presents information at a knowledge seminar on “A Day in the Life of a Federal Public Defender and a Criminal Justice Panel Attorney.”

Knowledge Exchange Program The Knowledge Exchange Program provides AO staff a first-hand experience by exposing them to court or federal defender organization operations and programs. These exchanges are usually just a few days in duration. The AO did not sponsor any Knowledge Exchanges in 2013.

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Administrative Office of the US Courts


ADMINISTRATIVE OFFICE ORIENTATION PROGRAM “Participating in the court orientation and tour provided historical context and engaging activities that were effective in helping new AO employees understand the inner workings of the federal judicial system.” —Angela D. Saunders AO Human Resources Division Employee Development and Training Branch


T

he AO Orientation Program consists of the AO Select Orientation and the Enhanced AO New Employee Orientation. These programs provide learning opportunities for courts, defender organizations, and AO staff to gain greater awareness and understanding of the mission, operations, and unique challenges faced by each of these organizations.

Administrative Office Select Orientation The AO Select Orientation is a comprehensive one-week orientation with opportunities to meet with judges and unit executives; to attend appellate oral arguments and civil and criminal trials; to observe bankruptcy proceedings; and to tour correction facilities. The program experience begins with a brown bag lunch meeting featuring a guest speaker explaining the history of the Judiciary with highlights of the circuit that the participants are about to visit. AO staff visit courts for an extensive overview and obtain first-hand knowledge of how the federal courts and defender organizations operate. Budget constraints precluded AO Select Orientation trips in 2013.

Enhanced Administrative Office New Employee Orientation The Enhanced AO New Employee Orientation features several learning sessions about the Judiciary and the AO, which includes a tour of a local federal courthouse. The program emulates the AO Select Orientation program to allow participants to learn about the history and mission of the federal Judiciary, the structure of the local federal courts, and how the AO provides support to the federal courts. Part of the experience includes a tour of a local federal courthouse with activities ranging from meeting with judges and court executives, observing appellate oral arguments, and touring the holding facility with the United States Marshals Service. The management team will offer the next Enhanced AO New Employee Orientation in April 2014.

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Administrative Office of the US Courts


PROGRAM OPERATIONS “To me, the most valuable piece of the Court/AO Exchange Programs is that it gives my office direct access to truly talented people.” —Joseph R. Peters Associate Director Department of Technology Services, AO


Structure The Court/AO Exchange Programs have both centralized and decentralized elements. The Director’s Leadership Program, Knowledge Seminars, and AO Orientation Programs are centralized, with the Court/AO Exchange Programs management team handling all of the program activities and funding for these programs. The TDY and Knowledge Exchange Programs are partially decentralized, although the management team has oversight responsibility. This decentralization allows each AO department to plan and execute its TDY and Knowledge Exchange activities and administer funding. Two groups collaborate and work in partnership to support the Court/AO Exchange Programs: the Court/AO Exchange Programs management team and the AO liaisons.

Role of Court/AO Exchange Programs Management Team The Court/AO Exchange Programs management team consists of staff from the Office of the Deputy Director and the Department of Administrative Services Human Resources Office. They oversee all four Exchange Programs.

Management Team

Title

Department

Office

Gregory Walters

Senior Advisor

EO

Deputy Director

Anne Tausch

Supervisory Human Resources Specialist

DAS

Human Resources Office

Laura W. Simon

Management Analyst

DAS

Human Resources Office

Thatsany K. Drake

Human Resources Specialist

DAS

Human Resources Office

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Administrative Office of the US Courts


Role of Court/AO Exchange Programs AO Liaisons The AO associate directors identify AO liaisons to serve as their department/office leads and subject-matter experts on the TDY and Knowledge Exchange Programs.

CY 2013 AO Liaisons Title

Department

Office

Brian Lynch

Long Range Planning Officer

Executive Offices

Deputy Director

Jeffrey A. Hennemuth

Judicial Conference Secretariat Officer

Executive Offices

Judicial Conference Secretariat

Robert K. Loesche

General Counsel

Executive Offices

Office of the General Counsel

Richard A. Jaffe

Attorney Advisor

Executive Offices

Office of Legislative Affairs

Karen E. Redmond

Public Information Officer

Executive Offices

Office of Public Affairs

Peggy Brown

Administrative Analyst

Department of Program Services

Case Management Systems

John S. Gibbons

Training Specialist

Department of Program Services

Case Management Systems

John W. Hillenbrand

Supervisory Information Technology Specialist

Department of Program Services

Case Management Systems

Mario A. Lopez

Business Management Branch Chief

Department of Program Services

Case Management Systems

Kathleen M. Ryan

Project Manager

Department of Program Services

Case Management Systems

Donna M. Williams

Program Analyst

Department of Program Services

Court Services

Tim Lavan

Supervisory Management Analyst

Department of Program Services

Defender Services

Barbara L. Kimble

Senior Attorney

Department of Program Services

Judicial Services

Kimberly Moseley Golder

Supervisory Probation Administrator

Department of Program Services

Probation and Pretrial Services

Valerie A. Kelly

Program Assistant

Department of Program Services

Probation and Pretrial Services

Barbara M. Anderson

Supervisory Financial Analyst

Department of Administrative Services

Administrative Systems; Budget, Accounting, and Procurement

Diann C. Burns

Supervisory Facilities Program Manager

Department of Administrative Services

Facilities and Security

Bradley D. St Arnold

Supervisory Management Analyst

Department of Administrative Services

Human Resources

Fawne N. Lindsey

Program Analyst

Department of Technology Services

 

2013 Court/AO Exchange Programs Director ’s Report

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Activities Staff continues to maintain the DLP Quickr site and the TDY Participant Lotus Connections Community site. The sites are for current and incoming DLP residents and TDY participants, program alumni, AO liaisons, Court/AO Exchange Programs management team, and others who are involved with the program to help facilitate a sense of community and stay connected and informed. The management team continues to conduct exit interviews with departing DLP residents and TDY participants. Starting in January 2012, the management team began tracking DLP residents and TDY participants hired by the AO. In CY 2013, the AO hired two TDY participants.

Name

Previous Court/Office

DLP/TDY Dates

AO Hiring Hire Department or AO Date Directorate

Elizabeth Abdelmasieh

District of New Jersey Bankruptcy Court

3/19/2011 1/13/2013

DPS-CMS

1/13/2013

Jason Edwards

Northern District of Texas Bankruptcy Court

1/9/2012 2/16/2012

DAS-HRO

12/30/2013

George P. Jordan III

U.S. Court of Federal Claims 9/7/2010 9/2/2011

OJP

1/2/2012

Linda J. Spaight

District of Rhode Island Bankruptcy Court

5/1/2010 4/30/2012

OCA

4/23/2012

Laura E. Cress

Eastern District of North Carolina District Court

6/13/2011 5/20/2012

OGC

5/21/2012

Danielle Greco

Northern District of Alabama Bankruptcy Court

12/1/2010 5/31/2012

OJP

6/1/2012

Franklin W. Draper

District of Maryland Federal Public Defender

1/5/2009 9/11/2009

ODS

6/4/2012

Julie Marie Wilson

Eastern District of Virginia District Court

6/6/2011 6/1/2012

OJP

6/4/2012

Amy Brinson

Northern District of Texas District Court

8/8/2011 8/3/2012

OJP

8/13/2012

Jason L. Kadzban*

Western District of Michigan Bankruptcy Court

9/7/2010 9/6/2011

OIT

12/16/2012

*2010 DLP resident

AO Hires of DLP Residents and TDY Participants

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Administrative Office of the US Courts


In March 2013, staff deployed new web pages for the DLP to advertise the 2013 projects, the benefits of participating in the program, and application requirements. Staff worked with the Office of Public Affairs to produce a new marketing video and create articles to advertise the program in Judiciary newsletters. The AO reorganization occurred during 2013 and those changes are reflected in this annual report. Thirteen accounting codes changed and multiple TDYs moved to new organization units due to the reorganization.

SHUTDOWN ACTIVITIES The Court/AO Exchange Programs management team worked with the AO Travel Office and the Office of General Counsel on government shutdown issues such as essential versus nonessential functions and the impact on TDYs, travel status and backfill employees, if applicable. The team communicated with all AO liaisons and many TDYs on the various issues, considering each individual’s specific circumstances.

Program Goals for 2014 The Court/AO Exchange Programs management team identified the following goals for 2014: ●●  Identify several high-level national projects, advertise Director’s Leadership Program opportunities, process applications, and coordinate with the Director and project sponsors to bring the next class of residents to the AO. ●●  Coordinate and host up to four knowledge seminars for AO employees, interns, contractors, TDY participants, and Director’s Leadership Program residents to learn about key Judiciary programs. ●●  Conduct an orientation and court tour at the DC Circuit and District Courts for new AO employees. ●●  Continue to support AO liaisons and encourage AO participation and consistency throughout the programs. ●●  Continue to conduct exit interviews and provide improvements in areas identified during the exit interviews.

2013 Court/AO Exchange Programs Director ’s Report

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Administrative Office of the US Courts Human Resources Office One Columbus Circle, N.E. Washington, DC 20544 www.uscourts.gov exchangeprograms.ao.dcn/court_exchange


2013 Court/AO Exchange Programs Annual Report