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Toolbox - examples and templates
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Annual workplans
Biennial reviews
Business plans
Insurance and risk management
Newsletters
Operating procedures
Policies
Position descriptions
Project management tools
Public contracting
Reports
Training notes and tips
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Please note: These sample policies, procedures, work plans, publications, and tools have been collected from a wide variety of sources to stimulate conversation at the district board and administrative level. For this reason, no district could or should adopt these tools verbatim.

Some districts will adopt wording similar to what is contained in these examples and some districts will adopt only the spirit of the policy. No district will adopt every policy or procedure described here, although some will find examples that are very easy to “fit” to their specific needs. These tools are intended to facilitate policy development, procedure writing and planning by districts by providing suggestions for language, topics and formats.

Each tool is identified by source and provided without recommendation regarding content. All tools are printed with permission. Districts have shared their work in the spirit of statewide collaboration.

Questions regarding policy development, procedure writing, or planning may be directed to Karla Sanders, SWCD Program Specialist at 503-986-4696 or ksanders@oda.state.or.us.


Annual workplans
East Lane SWCD part 1 (129K doc)
 
East Lane SWCD part 2 (37K doc)
 
Marion SWCD (143K xls)
 
Polk SWCD part 1 (785K xls)
 
Polk SWCD part 2 (86K doc)
 
Umatilla SWCD (77.4K pdf)
 
Yamhill SWCD (165K xls)

Biennial reviews
Sample agenda (24K doc)
 
Sample press release (28K doc)
 
Sample success story (28K doc)
 
Example SWCD PowerPoint presentation (1.4MB ppt)

Business plans
Linn SWCD (188K doc)
 
Marion SWCD (432K doc)
 
Yamhill SWCD 2007 Strategic Plan (1008K pdf)
 

Insurance and risk management
insurance and risk management

Registered agent and registered office
Newsletters
Benton SWCD Spring 2008 edition (768K pdf)

Malheur County SWCD Summer/Fall 2007 edition
(12.7MB pdf)

West Multnomah SWCD December 2007 edition
(236K pdf)

Yamhill SWCD Spring 2008 edition (1.1MB pdf)

Operating procedures
Contents of Employee Personnel Files from SDAO (28.3K doc)

District Loan Authorization from ODA NRD (62K doc)

Employee Evaluation Form from Marion SWCD (44K doc)

Employee Information Form
from Marion SWCD (28K doc)

Employee Leave Form from Marion SWCD (28K xls)

Equipment Rental Agreement from Benton SWCD (96K pdf)

Expense Approval Form from West Multnomah SWCD (12K xls)

Executive Session Checklist
from ODA NRD (52K doc)

Manager Evaluation Form from Marion SWCD (52K doc)

Minutes Checklist from ODA NRD (51.3K doc)

Proof of Compliance for Payroll Obligation from ODA NRD (44K doc)

Public Records Management from Secretary of State (212K pdf)

Reimbursement Request Form from West Multnomah SWCD (20K xls)

Release of information from Marion SWCD (92K doc)

Rules for Conducting Meetings
from OACD (71.3K doc)

Rules for Conducting Meetings - 1 page excerpt from OACD (32K doc)

Volunteer Position Description and Liability Form
from ODA NRD (32K doc)

What to Look for When Reviewing SWCD Financial Statements
from Gilliam County SWCD (20.8K doc)

Policies
Board Duties from OACD (30.5K doc)

Board Officer Duties from SDAO (55.3K doc)

Board Member Orientation from SDAO (26.8K doc)

Board Responsibilities
from OACD (34.5K doc)

Boardroom Rules from Marion SWCD (24K doc)

Checking Driving Records from ODA NRD (77.8K doc)

Workplace effects of domestic violence, sexual assault and stalking
by Oregon Department of Administrative Services (156K pdf)

Email Etiquette and Electronic Communication Policy various sources complied by ODA NRD (52K doc)

Financial Management Resolution from SDAO (41.8K doc)

Financial Policies & Procedures from ODA NRD (52.8K doc)

Financial Policy of Linn SWCD (49.8K doc)

Personnel Policy of Jackson SWCD (317K doc)

Powers and Duties of the Board from SDAO (25.8K doc)

Public Records Request from ODA NRD (36K doc)

Records Retention Policy of Wasco County SWCD
(46.3K doc)
 
Safety Policy from Yamhill SWCD (68K doc)
 

Position descriptions
Assistant Bookkeeper/Front Office from Marion SWCD (72K doc)

Conservation Intern from Marion SWCD (92K doc)

Conservation Technicial Planner 1 from Wasco SWCD (36K doc)

Conservation Technical Planner 2 from Wasco SWCD (36K doc)

Conservation Technical Planner Junior from Wasco SWCD (36K doc)

Conservation Technician from Marion SWCD (91K doc)

Director Recruitment Packet from Benton SWCD (344K doc)

District Manager from Yamhill SWCD (37K doc)

District Manager from Wasco SWCD (40K doc)

Natural Resource Conservationist from Jackson SWCD (144K doc)

Office Administrator from Wasco SWCD (36K doc)

Office Coordinator from Clackamas County SWCD (56K doc)

Position Level Analysis from Curry SWCD (33.8K doc)

Position Pay Rate Analysis from Curry SWCD (12K xls)

Special Projects Manager
from Clackamas County SWCD (68K doc)

Resource Conservation from Marion SWCD (35K doc)

Watershed Planner from Wasco SWCD (36K doc)

Project management tools
Division of State Lands Joint Application Completion Checklist
 
Gantt chart from Malheur County SWCD (35.5K xls)

ECREP Prioritization Ranking Criteria from Tualatin SWCD (20K xls)

Public contracting
Public contracting

RFP for auditing services from SDAO (36K doc)

Reports
Hood River SWCD annual report (2.52MB pdf)
 
Umatilla County SWCD annual report (147K pdf)
 
Umatilla County SWCD annual report calendar
(1.9MB pdf)

Umatilla County SWCD progress report (141K pdf)
 
Yamhill SWCD annual report (283K pdf)

Training notes and tips
Acronyms from Umatilla County SWCD (18K xls)
 
Annual meeting PowerPoint presentation OACD/ODA NRD (53K ppt)
 
Annual report PowerPoint presentation OACD/ODA NRD (46.5K ppt)

Board meetings PowerPoint presentation
OACD/ODA NRD (56.6K ppt)

Board minutes PowerPoint presentation
OACD/ODA NRD (41K ppt)

Fifty Ways to Improve Your Board, courtesy of Gwen Griffith (84K pdf)

How to Build a Better Board
, courtesy of Gwen Griffith (108K doc)
 
Rules for Brainstorming from OACD (29.5K doc)

 
Page updated: July 14, 2008

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