HomeMy WebLinkAbout2024-11-26 Council Appointed Officers Committee Summary MinutesCOUNCIL APPOINTED OFFICERS COMMITTEE SUMMARY MINUTES
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Special Meeting
November 26, 2024
The Council Appointed Officers Committee of the City of Palo Alto met on this date in the
Community Meeting Room and by virtual teleconference at 2:00 P.M.
Present In-Person: Ed Lauing (Chair), Lydia Kou
Present Virtually: Pat Burt
Absent: None.
Call to Order
Chair Lauing called the meeting to order. The clerk called the roll and declared three were
present.
Public Comments
The clerk reported there were no public comment requests.
Closed Session
1. PUBLIC EMPLOYEE PERFORMANCE EVALUATION
Authority: Cal. Gov. Code section 54957(b);
Title: City Manager, City Attorney, City Clerk
MOTION: Councilmember Kou moved, seconded by Councilmember Lauing, to move to Closed
Session.
MOTION PASSED: 3-0
The Committee went into Closed Session at 2:02 P.M.
The Committee returned from Closed Session at 4:24 P.M.
Chair Lauing reported no reportable action.
Agenda Items
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2. Discussion and debrief of the Council Appointed Officer (CAO) performance evaluation
process and Recommendation from the CAO Committee on next steps for CAO
performance evaluation services contract not a CEQA project
Chair Lauing discussed changes made to CAO performance evaluation process including
developing specific prompts for each CEO to respond on behalf of their self-evaluations and
fine-tuning of questions posed as part of the one-on-one reviews Council members did with the
consultant. The consultant also sent out documents consisting of citizen surveys, citizen city
values and council priorities. Closed sessions were held with each appointee in which longer
sessions were designed in order to have more dialog and interaction. Key performance
indicators discussions were ongoing for 2025.
Councilmember Burt thought they did a good first process of beginning to put a foundation for
being able to have important performance indicators. The plan was to build upon that and
continue to refine them in the next year's review process.
Councilmember Kou recalled when she first started when evaluations were initiated either the
consultant or the CAO committee had an in depth briefing with the new Council members as to
what to expect.
Chair Lauing wondered if they should put a stake in the ground on getting all the interviews by
Council members done or at least scheduled before the summer break or immediately after, if
possible. He opined the salary comps were overkill and wanted to throw those out for
discussion.
Dan Rich, Municipal Resources Group, agreed with both of the suggestions made. He was
surprised by the number of salary comps. Refining them down would be a collaborative process
with the appointees and HR. He suggested locking in the interviews before the break in order to
proceed in a more timely manner.
Ed Shikada, City Manager, queried if that meant they needed to move up their reports. He
stated it would be ideal for all to submit the self-evaluations by June in order to have the
evaluation completed by September.
Mr. Rich knew that could present a challenge but indicated anything done to tighten up the
timeline would be good.
Molly Stump, City Attorney, agreed with City Manager Shikada on the timing and appreciated
the Committee thinking about compressing the process more. She communicated that she was
surprised that this year Council paid attention to the questions the consultant asked but those
questions were not shared with the CAOs. She thought it would be helpful to her to know what
those were so she could provide foundational information to Council to consider when they talk
to the consultant.
Mr. Rich suggested aligning the self-evaluation prompt questions in a more comprehensive and
integrated way for the next year. He thought there should be fewer questions of Council and
that the reports did not really deal with the issues reported and their prompts.
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Mahealani Ah Yun, City Clerk, agreed that moving the timing up to just after the fiscal year
would be helpful. She found the questions asked not relevant to each of their roles.
Councilmember Burt thought they should embrace the feedback on the questions and the
process related to the questions. He was skeptical on the feasibility of moving the timeline up.
He did think having some of the interviews before coming back from Council break worked out
well.
Chair Lauing agreed to make notes on the suggestions, keep them in the file for the next year
and report out to Council the next Monday in Council comments. He indicated they would then
discuss the services contract.
Councilmember Kou wanted to know why the city manager and attorneys were at $11,000 each
and the city clerk and city auditors were at $14,600 on the exhibit C1 schedule of rates.
Chair Lauing replied that was existing contract and how the consultant priced it.
Sandra Blanch, Human Resources Department, remarked it could be because at the time the
clerk and the auditor were fairly new and there was going to be a six-month evaluation.
Chair Lauing recalled that because they did not do the city auditor, there was enough budget in
the contract so they did not have to re-up it during the process. He thought the objective on
the table was whether they wanted to use a facilitator and how to go about doing that.
Councilmember Burt strongly supported a facilitator. He thought they needed to make sure
that whoever bids it understands they have gone into greater depth than they historically had
and that they know the additional process being anticipating to continue may be a little bit
more extensive than what they had previously understood and what had been stipulated
previously. He suggested the chair could work through with HR on making sure that RFP made
the bidders aware of the reality of what they were looking for.
Councilmember Kou wondered how to quality a facilitator.
Chair Lauing thought the normal process would be for the consultant to make
recommendations and then handle it like a job interview and then make the decision as a
committee. He supported continuing with Mr. Rich for the next year as they were familiar with
him.
Councilmember Burt thought the question was who to award the contract to and once it has
been awarded, what latitude was held in selecting who that contractor would provide as a
facilitator. He wondered if they would want put in as a condition that they would interview
facilitators if they elected to stay with one company. He would be inclined to support
continuing with Mr. Rich if he would be available for the next year.
Chair Lauing posed the question if they go with a consultant and that particular person was not
available, should they interview at least two consultants and candidates.
Councilmember Burt supported authorizing Chair Lauing to engage with the consulting
company to determine whether the scenario he described was available to them.
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City Manager Shikada clarified if Mr. Rich was not available for the next year, one option would
be to discuss with MRG who else might be available and make that decision immediately based
on the committee and ultimately the Council's comfort level with those other individuals and
the process involved with that. Another option would be to open it up to other companies for
the purpose of identifying additional individuals that might be available. If they open it up to
other companies , there was a question as to whether there would be a request for proposals
required or if there would be more of an informal identification of one or more other
companies that could be discussed.
MOTION: Councilmember Burt moved, seconded by Councilmember Kou to recommend that
City Council recommend that
a) Chair Lauing discuss with the existing consultant if the current facilitator is available for
the next cycle. If so, negotiate a Council Appointed Officers performance evaluation
services contract with the existing consultant and facilitator.
b) If not, return to the Council Appointed Officers Committee to discuss options including
other facilitators with the existing consultant or other consultants.
MOTION PASSED: 3-0
Future Meetings and Agendas
None.
Adjournment: The meeting was adjourned at 4:54 P.M.