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File #: 26-0283    Version: 2 Name:
Type: Information Item Status: Agenda Ready
File created: 3/5/2026 In control: Board Policy and Monitoring Committee
On agenda: 3/17/2026 Final action:
Title: Provide Feedback for the Upcoming Audit of the Board Appointed Officers Complaint Process.
COMMITTEE AGENDA MEMORANDUM
Board Policy and Monitoring Committee

Government Code ? 84308 Applies: Yes ? No ?
(If "YES" Complete Attachment A - Gov. Code ? 84308)



SUBJECT: title
Provide Feedback for the Upcoming Audit of the Board Appointed Officers Complaint Process.
End

RECOMMENDATION: Recommendation
Provide feedback for the upcoming audit of the Board Appointed Officers Complaint Process.
Body

SUMMARY:
At the 2/9/2026 Board Policy and Monitoring Committee (Committee) meeting, the Committee directed that preliminary work be conducted to facilitate the upcoming audit of the Complaint Process for Board Appointed Officers (BAOs).
The purpose of today's discussion is to brainstorm ideas and to identify areas that could be helpful to the Chief Executive Auditor before they begin the audit of the complaint process for BAOs.
The following are questions to begin the discussion by the Committee. These are questions that arose during the most recent process.
General Questions:
1. The process is intended for the Board so should it be managed by the Board?
2. Who are the key participants that should be involved in this process as
outlined in the process questions?

a. What are the roles and responsibilities of each participant?
b. What are the reporting relationships of each participant?
Procedural Questions:
To facilitate Committee discussion, the procedural questions are organized into four stages: pre-investigation, management of investigation, review deliverables, and post-investigation. Identifying who receives information and by what means is critical to maintaining impartiality and confidentiality throughout stages of this process.

Pre-Investigation - Intake of complaint to potential investigation
Complaint received.
Who receives the complaint?
Complaint intake.
Who does the intake of the complaint?
Complaint reviewed.
Who determines if an investigation is needed?
Investigation Warranted.
Is the BAO placed on paid admi...

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