HomeMy WebLinkAbout2023-04-26 Policy & Services Committee Summary MinutesPOLICY AND SERVICES COMMITTEE
SUMMARY MINUTES
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Special Meeting
April 26, 2023
The Policy and Services Committee of the City of Palo Alto met on this date in the Community
Meeting Room and by virtual teleconference at 7:02 P.M.
Present In Person: Tanaka (Chair), Lauing, Veenker
Present Remotely:
Absent:
Public Comment
None.
Agenda Items
1. Office of the City Auditor Presentation of the Remote and Flexible Work Study Report
Chair Tanaka suggested the Committee have a discussion and that the City Clerk’s office make a
list of the pros and cons of the different items.
City Auditor Adriane McCoy mentioned that the two reports had been completed before
formatting had been addressed in a previous meeting and that going forward reports would
have the entire observation content as well as recommendations and responses on the same
page.
Council Member Veenker explained why she liked the recommendation and response charts
being at the end.
Chair Tanaka asked if printouts of the staff reports were available.
Bakertilly Representative Allison LeMay provided an overview of the objectives and the scope
of the project. The overall objectives were to evaluate the alignment of Remote Work Policy
and Procedures and to identify and build a framework to assess position eligibility. She
discussed how the project came about in June 2022. From a project approach perspective, they
had spoken with Human Resources management staff and reviewed the Remote Work Policy,
now titled Hybrid Work Policy, and the Hybrid Work Agreement form. She outlined the findings
and recommendations made in the report, which included modification recommendations for
the Remote Work Policy and the Remote Work Agreement form, and there was criteria for
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evaluating position eligibility. She noted that the opportunities section referenced market and
industry conditions for remote work. She would be using the terms remote work, telework, and
hybrid work interchangeably, although the report was consistent. She noted that finding one
touched specifically on the remote work policy, and the key recommendations were to include
a three-month trial basis into the policy, and they recommended regular touch bases with the
employee and then a formal evaluation to assess continuation of remote work. They also
recommended a requirement for satisfactory performance review with disclaimers related to
the employee being responsible for tax liability, childcare, and ad hoc work. She commented
that the purpose behind the recommendations was to mitigate the City’s risk. For ease of the
Committee’s review, she explained how their report was formatted. She provided a slide of
Page 17 of the packet, Appendix A, which was the sample policy, and a slide of the Remote
Work Policy they had reviewed. Management had provided a response with a partial
agreement to the recommended policy changes, and they wanted to exclude the three-month
trial basis, but she noted that employees would be eligible for remote work immediately on
hire. As for recommendations for tracking employee inventory, they were told IT tracked all
hardware and assets issued.
Council Member Lauing asked if Finding #1 on Page 11 was an agreed to omission and if there
was an intent to pilot full-time and part-time work-at-home.
Representative LeMay answered that as part of conversations with the HR team some
recommendations included in the June 2021 were omitted after coordination and collaboration
with City management.
Human Resources Director Sandra Blanch declared they were not piloting fully remote,
although there was an exception in the policy for piloting. The policy update stated hybrid work
would be two days on site.
Council Member Veenker inquired if there had been resolution regarding equipment tracking or
if there were continuing concerns and if there was agreement regarding implementing periodic
reviews for the Hybrid Work Policy. She requested staff explain Finding #1 on Page 30 related to
hybrid work and the provision of excluding employees on probation.
Representative LeMay indicated she did not have an issue with excluding equipment tracking
from the policy as long as the inventory was being tracked. She confirmed there was agreement
concerning periodic reviews for the Hybrid Work Policy.
Director Blanch clarified that the intention of the sentence in Finding #1 on Page 11 was not to
exclude probationary or new employees from the ability to work a hybrid schedule, which was
why they were excluding that section of the recommendation.
Chair Tanaka questioned what percentage of the workforce was currently doing this. He liked
focusing measurements on performance versus time and attendance and asked how a
performance measurement would be done versus an attendance measurement.
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Director Blanch indicated there was approximately 80% to 90% on site, so only 10% to 20%
were working remotely Monday through Friday. They did not survey Saturday and Sunday.
Representative LeMay noted that Page 17 reemphasized that employees should be evaluated
on performance.
Assistant City Manager Kiely Nose noted that performance reviews were done annually.
Chair Tanaka inquired how performance had changed working remotely compared to on site.
He implied that it would be appropriate to compare it to before 2021 – pre-COVID. He asked
how many people worked remotely. He suggested performance before, during, and after COVID
be looked at for remote workers to see how performance had changed and to compare against
those working on-site.
Director Blanch noted that the performance management process had remained the same. She
spoke to the comparison between 2022 and 2021, and there had been an increase in
performance exceeding expectations with the remote and hybrid schedule. An evaluation prior
to 2021 had not been done.
Assistant City Manager Nose stated evaluating performance at an aggregate level was difficult
because there was a small remote workforce population. Managers were ensuring remote
employees were meeting needs and expectations, and adjustments were being made. She
stated that about 100 to 200 people worked remotely.
Representative LeMay voiced that Finding #2 was related to making modifications to the Hybrid
Work Agreement form. They recommended aligning the Hybrid Work Agreement form with the
policy based off their recommended policy changes. The sample was in Appendix B, Packet
Page 25. The recommended changes were based off the Society for Human Resources
Association Remote Work Agreement form and forms from the International Public
Management Association of Human Resources. The primary changes they recommended were
related to dependent care arrangements, employees reporting in person, the City having access
to the home office, equipment, and clarity on expense reimbursements to comply with the
California code. She commented that management partially agreed and that HR felt the merit
rules were already detailed in the existing performance requirement policy and that some
additions in the agreement form were redundant and that the recommendations to add a tone
of disciplinary reference detracted from the City’s performance management process.
Council Member Veenker inquired what criteria would be used with respect to the City
accessing the telework location. She did not think a distinction had been made in a worker’s
interest and the City’s interest. She was confused that the City would need to be concerned
with accidents if one chose to work in their own home on City time. If homes were going to be
inspected, she felt it should be very thoughtful as to how and when that would be appropriate.
Representative LeMay answered that access to the telework location was related to ergonomic
assessments, which an employee could invite the City in; a font-end assessment related to legal
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issues with regard to claims due to an accident or on the back-end if an investigation was
needed; and sensitivity of information from a security standpoint.
Council Member Lauing suggested there be access to ensure a home-office would be suitable to
the job. He indicated it was getting close to invading privacy and seemed contradictory to
emphasizing the output from the work, not the process. He agreed there was concern.
Representative LeMay clarified that the purpose of it was from a risk mitigation standpoint for
the City for assessing safety and security from Workers’ Comp and security standpoints as well
as for company assets. She provided an example of a Workers’ Comp claim being filed. She
believed the claim prevailed.
Council Member Veenker indicated, if the claim prevailed, that it should be investigated why
that was the case and if any lessons were learned.
Chair Tanaka asked if there could be an assumption of risk waiver.
Representative LeMay could not speak to legalities from a liability standpoint. She had not seen
such from a best-practice standpoint.
Director Blanch commented that the agreement would be between the City and the employee
and would make the City responsible for a claim, which would be investigated to determine its
validity, so a waiver could not be sought. She confirmed that a claim would have to be in the
course of the duties of the job. The City did virtual ergonomic evaluations to ensure safe work
practices, etc.
City Attorney Molly Stump declared that in general State law did not allow employers to require
employees waive workplace programatic rights provided by the Workers’ Comp program, and
she explained why the City would not want to. She commented that not being in the Workers’
Comp system would mean a general civil litigation system, which often had been a less good
outcome for the City. The Workers’ Comp work for the City was through HR, not her office. She
would follow up with HR on the issue to ensure procedures would be in the City’s best interest
and to explore the implications of an assumption of risk waiver.
Council Member Veenker asked that it be clarified to what degree the City would be
responsible for the physical [inaudible] when a worker opted to work from home.
Representative LeMay expressed that Finding #3 was that the City did not have a standardized
approach to determine position eligibility for remote or hybrid work schedules. She noted that
the practice was that individual employees request approval, which presented potential
inconsistencies, which she outlined. They recommended standardized criteria be development
to first evaluate at the position level to determine potential eligibility for a hybrid work
schedule and then make a determination for an individual employee, which would indicate the
positions that would be eligible and would make it less at the discretion of a particular
department. They had worked with the Human Resources Department to develop preliminary