Meeting Date: October 12, 2026
Subject: DISCUSS Required Financial Management Training and Member Support
Submitted For: Transitional Community Advisory Body
Presenter: ORESJ Staff
Contact: Jessica Travenia, jessica.travenia@oresj.cccounty.us <mailto:jessica.travenia@oresj.cccounty.us>
Information
Staff will provide TCAB members with an update regarding required financial management/fiduciary responsibility training that must be completed prior to participation in the November TCAB meeting.
Staff will also provide additional support opportunities to assist members with accessing and completing the required training.
Referral History and Update
TCAB members are required to complete identified training requirements associated with their service on the advisory body.
ORESJ staff and the Clerk of the Board have been working to ensure that members receive appropriate training assignments and access to the Vector training portal.
The upcoming financial management training is required to be completed before the November TCAB meeting.
To support completion and reduce technical or access barriers, ORESJ staff will offer optional office hours prior to the November meeting.
Office hours will provide members an opportunity to:
• confirm that they can access the Vector portal;
• identify the correct required training;
• receive assistance with login or access issues;
• ask procedural questions regarding completion; and
• confirm that their completion status has been properly recorded.
Office hours are intended to support members in completing the required training and do not replace completion of the assigned training itself.
Staff recommends offering at least two office-hour opportunities before the November TCAB meeting, including one daytime and one early-evening option where feasible. Exact dates and access information will be circulated to members separately.
Staff will also monitor completion status and conduct individual follow-up with members who have not completed the training as the November meeting approaches.
Members who serve on additional County advisory bodies should continue to notify staff so ORESJ and the Clerk of the Board can coordinate training records and avoid unnecessary duplication where applicable.
Recommendation(s) / Next Step(s)
Receive the training update.
TCAB members who have not yet completed the required financial management training should complete the assigned training before the November TCAB meeting.
Members experiencing access or technical issues should attend an ORESJ office-hour session or contact staff before the completion deadline.
Member Action Required:
Complete required financial management training prior to the November TCAB meeting.
No TCAB Vote Required.