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Specific Agency Orientation Materials


During the transition from candidate to elected official, it will be helpful to review specific documents pertaining to the local agency.  A city manager or county executive may provide a newly elected official with a variety of materials, including but not limited to:

  • Specific City Council or Board of Supervisor Adopted Policies
  • Rules of Order (Robert’s, Rosenberg’s, etc.)
  • Fiscal Year Budget Preparation Calendar
  • Approved Board / Council Meeting Calendar
  • Committee and Liaison Assignments
  • Brown Act and Ethic Law Resources
  • Agency’s General Plan
  • Agency’s Adopted Budget
  • Agency’s Comprehensive Annual Financial Report (CAFR)
  • Emergency contact Information for executive staff and colleagues

Orientation Materials for Newly Elected Officials

Agency staff: Preparing orientation materials for incoming newly elected officials? In addition to your agency’s own materials (policies, calendars, staff rosters), the Institute’s resources can help officials understand and pursue their leadership role. 

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