HomeMy WebLinkAbout2022-11-03 Policy & Services Committee Summary MinutesPOLICY AND SERVICES COMMITTEE
SUMMARY MINUTES
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Special Meeting
November 3, 2022
The Policy and Services Committee of the City of Palo Alto met on this date
in the Council Chambers and by virtual teleconference at 7:00 P.M.
Present In-Person: Stone (Chair), Cormack, Tanaka
Present Virtually: None
Absent: None
Oral Communications
None
Agenda Items
1. Review and Approval of the Office of the City Auditor's Fiscal Year
(FY)2023 Task Orders
City Auditor Adriane McCoy provided a status update on audit activities,
including the completion of the Utility Work Order Process and Controls
Audit, finalization of the Electronic Payment Process and Controls Audit,
completion with additional questions regarding the Remote and Flexible
Work Study, completion of the Cybersecurity Assessment and pending final
report, and final stages of the Wastewater Treatment Plant Agreement Audit.
The City Auditor recommends the Policy & Services Committee suggest City
Council approval for the Task Orders identified in the Audit Plan Report,
namely management and oversight of the external audit services provider,
management of the Whistleblower Hotline and reporting, preparation for
peer review, necessary technical corrections, a review of the ALPR
Technology Contract, investment management review, and an ad hoc
request to review the Janitorial Contract.
Chair Greer Stone invited the public to comment.
Public comment: None.
Council Member Cormack agreed with changing travel from every 2 weeks to
once a month, the tasks relating to the automated license plate reader, and
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thanked Staff for catching the incorrect date. She also agreed with auditing
the janitorial service providers as it has been an area of concern and noted
Staff’s visitation of buildings. She questioned why the Remote and Flexible
Work Study, Cybersecurity Assessment, and Wastewater Treatment Plant
Audit were marked as seeking approval since the task orders have been
approved by the City.
City Auditor McCoy stated she expects the items to be coming to the Policy &
Services Committee.
Council Member Cormack suggested changing the status to “not yet
approved” for clarity and asked if the City has the audits.
City Auditor McCoy clarified the audits are to be executed.
Council Member Tanaka encouraged working remotely, citing carbon
emissions from transportation.
City Auditor McCoy acknowledged Council Member Tanaka’s statement.
Chair Stone agreed with Council Member Cormack’s comments and
feedback, especially those relating to the Janitorial Services Contract
Review. Chair Stone asked if there would be multiple trips to Palo Alto for
on-site fieldwork until completion of the audits on June 30th.
City Auditor McCoy responded that is a possibility. What was presented was
the most conservative estimate but on-site presence for the opening,
closing, or middle is expected with a possibility for reduction in trip amount.
Chair Stone asked if this was the more conservative estimate.
City Auditor McCoy clarified it was. At a minimum, they would be available if
necessary. They would not go beyond what was outlined and would not have
to be there in person.
Chair Stone encouraged the use of Zoom and remote telecommuting as
much as possible, citing the $28,400 estimate in fieldwork expenses for the
City Hotline Audit as excessive.
City Auditor McCoy clarified those expenses were related to post-Covid bi-
weekly meetings that were reduced to once per month.
Chair Stone asked if there would be an on-site visit once a month.
City Auditor McCoy stated there could be an on-site visit once a month and
noted travel was added in reference to the referring contract.
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Chair Stone thanked City Auditor McCoy for the clarification, reiterated his
agreement with Council Member Cormack’s comments, and asked Ms. McCoy
if the June 30th deadline for the audits could be met on a shortened
timeline.
City Auditor McCoy stated confidence in being able to do so.
Chair Stone asked about the difference between primary audit objectives 1
and 2 regarding the Janitorial Compliance Review.
Council Member Cormack read the audit objectives and noted the first
regards whether the contract requires janitorial service providers to meet
responsible employment standards and monitor compliance, while the
second is whether they are complying.
Chair Stone stated his agreement and clarified he was asking about
attachment 1A, Description of Scope and Services.
Council Member Cormack noted the information read was the same as
previously stated and asked Ms. McCoy for clarity.
City Auditor McCoy stated the second point is related to compliance with the
contract terms while the first point regards what happens internally to
ensure that compliance.
MOTION: Council Member Cormack moved, seconded by Council Member
Stone to recommend City Council approval for the following Task Orders,
identified in the Audit Plan Report:
1) FY23-Task 03 – External Financial Auditor
2) FY23-Task 05 – Various Reporting & City Hotline
3) FY23-Task 06 – Evaluation and Benchmarking
4) Task 04.08 – Public Safety Building Construction Audit (Correction)
5) Task 04.16 – Review of ALPR Technology Contract Management
6) Task 04.17 – Investment Management Review
7) Task 04.18 – Ad Hoc Request – Janitorial Contract Compliance Review
MOTION PASSED: 3-0
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2. Review Proposed Reorganization of City Council Procedures and
Protocols Handbook and Direction to Staff on Next Steps
Deputy City Manager Chantal Cotton-Gaines provided brief background
information on Council’s actions the previous year and stated this is the first
step of the reorganization process. The item is broken into 2 steps. First,
reorganizing the existing handbook text and second, editing the text with
modifications to existing language with the possible addition of new ideas.
Staff requests the Committee focus on the Handbook’s table of contents,
provide feedback on logical order, and reach an agreement on a revised
table of contents. That information will be used to create the next draft.
Staff requests the Committee let them know what sections to prepare
language amendments on. After the meeting, Staff will prepare a draft
reorganized handbook and draft language for Committee review in
December. Upon Committee recommendation on December 13th, Staff will
take the draft with Committee recommendations and list of ideas for full
Council consideration on December 19th. Deputy City Manager Cotton-
Gaines touched on top-line sections of the proposed reorganization of the
City Council Procedures and Protocols Handbook on packet pages 39 through
44, citing Staff’s recommendations for appropriate section placement.
Notable changes include new sections 6 and 7 pulling information from the
protocol part of the document into procedures, additions to Sections 1 and
2, and clarified sections relating to City Council Protocols.
Chair Stone invited the public to comment.
Public comment: None.
Council Member Cormack expressed concern over the timeline and asked
when the Committee will consider Staff and Council’s suggestions.
Deputy City Manager Cotton-Gaines stated Staff is looking for Committee
agreement on the table of contents today as well as which sections the
Committee wants to see proposed text changes on. Staff will bring draft
language to the December 13th meeting.
Council Member Cormack asked if the Committee will have motions on which
of the suggestions they want Staff to create language for and if that would
come back to the Committee.
Deputy City Manager Cotton-Gaines stated yes.
Council Member Cormack suggested covering the table of contents as well as
the context.
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City Manager Ed Shikada noted the timeline is at the discretion of the
Committee. Staff is trying to complete this in the current timeline so the
Committee can see results with the full text and make a recommendation
before the current Council. If the Committee sees it as unreasonable, the
timeline can be extended.
Council Member Cormack stated she would like the current Council to have
this done and is willing to move forward. Hybrid participation is not
addressed in the Handbook. Staff needs to look at the Handbook and the law
and come back with changes. She appreciated the clarification between
procedures and protocols, wished for a unified voice in the document, and
less accusatory language. 3.10 of the City Council Procedures should not be
removed as there is a lack of a structured way to provide information from
meetings. Council Member Cormack asked if public comment after a Council
motion was allowed.
City Attorney Molly Stump clarified section 5.2D was an existing section
saying public comment after a Council motion was not allowed.
Council Member Cormack stated Section 6 was confusing and was under the
impression the Committee can only send in written questions on consent.
7.2 of the City Council Procedures should be written in a less accusatory
way. There is an opportunity to strengthen descriptions of how Council
Members should interact with Staff, citing recent incidents. The issue of self-
enforcing needs to be addressed and clarified. Section 2 of Protocols should
be rearranged, with a suggestion to switch 2.7 to 2.1. In Section 4.6 of City
Council Protocols it is unclear how that is enforced. Council Member Cormack
asked if the Committee should focus on the top-level sections or the details.
Deputy City Manager Cotton-Gaines asked to have all comments on the
table of contents and then move toward specifics.
Council Member Cormack agreed.
Chair Stone expressed his support for the structure and how it validated the
decision to hire a professional to work with Staff to reorganize the
Handbook. Chair Stone asked when the Committee should address
recommendations and requests from the City Manager, City Attorney, and
City Clerk.
Deputy City Manager Cotton-Gaines stated whenever the Committee is
ready.
Chair Stone agreed on the removal of Section 3.10 under City Council
Procedures and suggested reports and recommendations can be submitted
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in Council Member reports and comments. He stated agreement with Council
Member Cormack on clarifying the role of Council Members during
commission meetings as a liaison. Relating to proposed changes for the
Handbook from Staff, enforcing the timer for Council Members should be at
the discretion of the mayor and self-enforced, the public should get 3
minutes if there are under 10 speakers and 2 minutes if there are over 10
speakers with a reduction in group speaker time as well to enhance
efficiency of meetings, and a protocol for City-purchase of tickets and tables
at nonprofit events should be established. Asked what the current protocol
is.
City Manager Shikada stated there were no protocols.
Chair Stone noted protocols for City-purchase of tickets and tables should be
included, agreed on the use of the official Mayor/City Council letterhead only
being used for official correspondence, and asked for clarification on the
limits of mayoral discretion.
City Manager Shikada stated Staff would recommend striking that phrase.
Chair Stone agreed with the strike of the phrase “mayoral discretion” and
asked if the recommendation for telephonic attendance reflects changing
state law or policy.
City Attorney Molly Stump stated that was correct. The Council has clarified
its policy and telephonic attendance has not been incorporated into these
rules. Current direction is a Council Member may participate remotely 5
times a year.
Chair Stone asked if the Mayor’s Holiday Party is currently funded out of the
Council’s discretionary budget.
City Clerk Lesley Milton clarified the past practice of a small, unwritten,
unofficial dollar amount allocated to the Mayor’s Holiday Party. Staff
recommends formalizing the amount.
Chair Stone agreed with Staff’s recommendation to formalize the holiday
party budget and asked if there was a recommendation from Staff for the
mayor to pay out-of-pocket or formalize the City paying for it.
City Clerk Milton expressed difficulty allocating resources toward the event
due to no official records for reference. Clarified in the past only a portion of
the event is budgeted for with the mayor supplementing the rest of the cost
out-of-pocket.
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Chair Stone reiterated his agreement on formalizing an allocated dollar
amount for the holiday party.
Council Member Tanaka noted there should be a time limit added to when
Council Members respond to questions, stating a time limit of one week as
reasonable. Additionally, encouraged remote participation and suggested
enabling the public to use video to call in. Public comment on the consent
agenda should be moved to reflect current practices. There should be an
accommodation for flexibility based on when information is available as
opposed to strict time limits on consent questions, since issues arise if
packets come out late or are missing information. Council Member Tanaka
did not agree with only emailing Staff on consent items, noted good
communication between Staff and Council Members was preferred, and
suggested the Committee introduce more structure in City-related
discussions, possibly with the help of visual aid. Time limits should be
enforced and strictly allocated. Remote attendance should be revisited with
the new Council and carbon emissions in mind. It is inappropriate for the
City to spend money on a holiday party with current proposed ballot
measures and would send the wrong message.
Council Member Cormack suggested clarifying language regarding public
comments from 3 minutes to “up to 3 minutes” and expressed the need for a
process for using City Council Contingency funds. The Mayor’s Holiday Party
is an opportunity to thank Staff and there should be an established budget.
Protocol for City-purchase of tickets/tables at nonprofit events should be
entrusted to the City Manager, not the Council. Asked if the Committee
should share comments and/or motions on suggestions in the supplemental
on packet pages 103 and 104.
Deputy City Manager Cotton-Gaines stated Staff is open to receiving
comments on those. Last year the Committee received the suggestions but
did not go through all of them.
Council Member Cormack commented the one hour a week use of Staff time
should be applied fairly across all Council Members and ceremonial leaders.
There needs to be a way to enforce all remarks be addressed to the Council
and not an individual member. Section 2.4E is incorrect as it does not reflect
the current Council’s practices and asked for clarification on 2.4E10, Inter-
Governmental Legislative Affairs. The consent calendar references minutes
and minutes are not taken. Reiterated comments about changing language
from “abusive” to “behavior that is rude and unprofessional”.
Chair Stone agreed with Council Member Cormack’s comments on the value
of the Mayor’s Holiday Party, citing community building between Staff and
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Council Members, and agreed with the need to address inappropriate
behavior. Chair Stone expressed concern over individual Council Members
addressing the behavior and suggested it was an issue for the City Manager.
Additionally, asked if establishing a protocol for City-purchase of
tickets/tables at nonprofit events would help the City Manager.
City Manager Shikada stated Staff can come up with options regarding either
budgetary discretion or criteria to bring before the Committee to decide.
Chair Stone expressed agreement with Council Member DuBois and Vice
Mayor Kou’s suggestions regarding clarifying procedures and language
around how Council Members represent City positions at regional bodies and
the expectation that Council Members represent stated Council and City
positions rather than personal views. Stated agreement with Council Member
Cormack on the liaison role for the Board of Commissions and liked the
inclusion of abstaining from voting on any new proposal that the City Council
has not provided explicit direction on at the League of California City
Conferences. Chair Stone stated he was curious about putting Council
Member comments at the beginning of the agenda and expressed concerns
that would lengthen the meeting times.
Council Member Tanaka believed the time limit of one hour for a Staff
member to respond to a Council Member's request is low and was open to
raising it. The amount of Staff time should be equally balanced between all
Council Members and suggested a quarterly report on time spent per Council
Member. Council meetings should start at 6:00 as stated in the procedures
to have more efficient meetings and meet the needs of the public. The
Mayor’s Holiday Party name should be changed to a title reflecting the
purpose of Staff appreciation, and asked if the rules listed under remote
participation are the Council’s rules or are required by the State.
City Attorney Stump clarified the rules are a restatement of the Brown Act
with minor changes and one significant change during Covid, which will
expire. The new State law is 2 times per year with narrower circumstances.
Council Member Tanaka identified the rule stating the meeting agenda
identifies the location, is posted in that area, and is accessible and visible 24
hours as unrealistic. The Council should look at what the State says and the
rule does not make sense locally.
City Attorney Stump clarified the rule is a State law and is included for user-
friendliness.
Council Member Tanaka suggested striking the rule and replacing it with a
reference to State law, as the law is being updated by the State.
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City Attorney Stump stated the update was proposed. Due to concerns about
transparency, the rule is very narrow. It can be made clear it is a
requirement of State law.
Council Member Tanaka stated the Handbook is not updated often and
rather than copy language that may someday be out of date to make a
reference to State law instead.
Chair Stone asked if Staff had enough information to move forward or if a
motion was needed.
Deputy City Manager Cotton-Gaines stated Staff will work with what they
have instead of a formal motion and will bring back a draft for the December
meeting.
NO MOTION
3. New Council Member Orientation Discussion and Recommendations
City Clerk Lesley Milton stated 3 new Council Members will be elected and
recommended setting a framework for onboarding the new members. Staff
is hoping to get feedback from the Committee on the program to better
assist Council Member-Elects with resources for effective decision-making as
well as balancing critical operating information with policies and procedures.
The draft framework includes the Oath of Office and Reorganization
Ceremony, required filings, personnel paperwork, a digital resource
directory, and a one-day or two-day workshop orientation.
Chair Stone invited the public to comment.
Public comment: None.
Council Member Cormack suggested a 20-minute introduction followed by a
20-minute question session for the new members. Other suggestions
included a list of the flow of the week with meeting and agenda times, a
survey of current and former Council Members’ experiences, clarification on
what is not included in responsibilities of different City roles, creating a quiz
or interactive element on Council Member specific information, an
explanation on the City’s status of Charter City, an extension on the time
limit for Section 6, a timeline for expected financial decisions, and an
addition in Section 7 relating to how to handle constituent inquiries.
Additionally, Council Member Cormack stated support for an orientation day,
especially if all 3 new members could do it together.
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Council Member Tanaka thanked Staff for taking the initiative and suggested
keeping in mind the backgrounds of the new members and what they would
like to see.
Chair Stone stated the proposed orientation would be helpful and agreed
with Council Member Cormack that the orientation could be done in a day.
Additionally, expressed agreement with Council Member Cormack’s
suggestion to get input and encouragement from past and departing Council
Members. Ensuring Staff is a part of meetings with incoming Council
Members would be beneficial. Chair Stone asked if a motion was needed
from the Committee or if this was informal feedback.
City Manager Ed Shikada expressed if there is a unanimous recommendation
from the Committee, Staff recommends forwarding it to the full Council on
consent. This does not require Council approval but would allow feedback
regarding what Council Members wish they were told when they took office
and would be appreciated.
Chair Stone stated the Committee would entertain motions.
MOTION: Council Member Cormack moved, seconded by Council Member
Stone to recommend forwarding Clerk’s proposal for New Council Member
Orientation to the full council on consent.
MOTION PASSED: 3-0
Future Meetings and Agendas
Deputy City Manager Chantal Cotton-Gaines stated there is one meeting left
in the year on December 13th. As much as possible will be discussed,
including the continuation of the Handbook discussion, a follow-up on the
Renter Survey Item, and other Staff items.
Chair Stone asked if there was an update on when polling will start.
Deputy City Manager Cotton-Gaines responded 6:30 works as a start time
for most of the Committee and Staff.
Adjournment: The meeting was adjourned at 8:28 P.M.