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HomeMy WebLinkAboutBOARD STANDING COMMITTEES - 07102023 - Internal Ops Agenda PktINTERNAL OPERATIONS COMMITTEE July 10, 2023 11:00 A.M. Join in person: District II Supervisor's Office 309 Diablo Road Danville, CA OR District III Supervisor's Office 3361 Walnut Boulevard, Suite 140 Brentwood, CA Join from PC, Mac, Linux, iOS or Android: https://cccounty-us.zoom.us/j/85280600959 Join by telephone, dial: USA 214-765-0478 USA 888-278-0254 (US Toll Free) Conference code: 845965 Find local AT&T Numbers Supervisor Candace Andersen, Chair Supervisor Diane Burgis, Vice Chair Agenda Items:Items may be taken out of order based on the business of the day and preference of the Committee 1.Introductions 2.Public comment on any item under the jurisdiction of the Committee and not on this agenda (speakers may be limited to two minutes). 3.RECEIVE and APPROVE the Record of Action for the June 12, 2023 Internal Operations Committee meeting. (Julie Enea, IOC Staff) 4.RECEIVE report on proposed updates to the County's social media policy and related training materials. (Kristi Jourdan, Director, Office of Communications and Media) 5.The August 14 meeting has been canceled. The next meeting is currently scheduled for September 11, 2023. 6.Adjourn The Internal Operations Committee will provide reasonable accommodations for persons with disabilities planning to attend Internal Operations Committee meetings. Contact the staff person listed below at least 72 hours before the meeting. Any disclosable public records related to an open session item on a regular meeting agenda and distributed by the County to a majority of members of the Internal Operations Committee less than 96 hours prior to that meeting are available for public inspection at 1025 Escobar St., 4th Floor, Martinez, during normal business hours. Staff reports related to items on the agenda are also accessible on line at www.co.contra-costa.ca.us. 1 HOW TO PROVIDE PUBLIC COMMENT: Persons who wish to address the Internal Operations Committee during public comment on matters within the jurisdiction of the Committee that are not on the agenda, or who wish to comment with respect to an item on the agenda, may comment in person, via Zoom, or via call-in. Those participating in person should offer comments when invited by the Committee Chair. Those participating via Zoom should indicate they wish to speak by using the “raise your hand” feature in the Zoom app. Those calling in should indicate they wish to speak by pushing *9 on their phones. All public comments will be limited to 2 minutes per speaker. Public comments may also be submitted to Committee staff before the meeting by email or by voicemail. Comments submitted by email or voicemail will be included in the record of the meeting but will not be read or played aloud during the meeting. For Additional Information Contact: Julie DiMaggio Enea, Committee Staff Phone (925) 655-2056, Fax (925) 655-2066 julie.enea@cao.cccounty.us 2 INTERNAL OPERATIONS COMMITTEE 3. Meeting Date:07/10/2023   Subject:RECORD OF ACTION FOR THE JUNE 12, 2023 IOC MEETING Submitted For: Monica Nino, County Administrator  Department:County Administrator Referral No.: N/A   Referral Name: RECORD OF ACTION  Presenter: Julie DiMaggio Enea Contact: Julie DiMaggio Enea (925) 655-2056 Referral History: County Ordinance requires that each County body keep a record of its meetings. Though the record need not be verbatim, it must accurately reflect the agenda and the decisions made in the meeting. Referral Update: Attached is the Record of Action for the June 12, 2023 IOC meeting. Recommendation(s)/Next Step(s): RECEIVE and APPROVE the Record of Action for the June 12, 2023 IOC meeting. Fiscal Impact (if any): None. Attachments DRAFT IOC Record of Action for 6-12-23 3 INTERNAL OPERATIONS COMMITTEE RECORD OF ACTION FOR June 12, 2023 Supervisor Candace Andersen, Chair Supervisor Diane Burgis, Vice Chair Present: Candace Andersen, Chair    Diane Burgis, Vice Chair    Staff Present:Monica Nino, County Administrator; Julie Enea, Sr Dep CAO  Attendees:Timothy Ewell, Chief Asst. County Administrator; Laura Strobel, Sr. Deputy CAO; Emilia Gabriele, EHSD; Cindy Shehorn, Public Works; Melvin Russell, Probation Dept.; Michael Kent, Health Services Dept.; Lara DeLaney, Sr. Dep CAO w/ Arts Council members; Rick Stein representing Arts Orange County; Maureen Parkes, DCD; Jami Morritt, Chief Asst Clerk of the Board; Jason Chan, Sr. Deputy CAO; Chrystine Robbins, CAO Sr. Mgmt Analyst; Jill Ray, District II Supv Office; Alicia Nuchols, District III Supervisor's Office; Carrie Ricci, Public Works; Lauren Hull, Clerk of the Board's Office; Tom Geiger, County Counsel; Eric Gelston, County Counsel's Office; Adam Nguyen, County Finance Director; Enid Mendoza, Sr. Deputy CAO; Abby Balana; Call in User 1; District III Brentwood; Public Works Admin  1.Introductions Chair Andersen called the meeting to order at 11:02 a.m. 2.Public comment on any item under the jurisdiction of the Committee and not on this agenda (speakers may be limited to two minutes). No one requested to speak during the public comment period and no written public comment was received. 3.RECEIVE and APPROVE the Record of Action for the May 8, 2023 IOC meeting. The Record of Action for the May 8, 2023 meeting was approved with the correction to the typographical error in Chair Andersen's last name in the first item summary. AYE: Chair Candace Andersen  Vice Chair Diane Burgis  4.RECOMMEND to the Board of Supervisors the appointment of Jamin Pursell to the Environmental Organization seat and Heidi Taylor to the Environmental Organization Alternate seat on the Hazardous Materials Commission, to complete terms that will expire on December 31, 2024; and appointment of Gretchen Salter to the General Public Alternate seat to complete a term that will expire on December 31, 2023 and to a new four-year term that will expire on December 31, 2027, as recommended by the Commission. DRAFT 4    Chair Andersen introduced the item and Michael Kent responded to Committee questions. Vice Chair Burgis was concerned about the lack of East County representation on the Commission and asked that the Commission work with her office to broaden outreach to her District with the goal of attracting East County applicants. She receives a lot of feedback from her constituents about oil drilling and hazardous materials. Representation on advisory boards has not grown commensurate with the population of District III. Vice Chair Burgis wants to ensure that District III stakeholders have an opportunity to be considered for advisory body seats. Because the District is on the far east end of the county, more effort may be needed to engage volunteers from District III. Commission staff recruitment announcements to the BOS offices and known organizations. Staff can work is District 3 staff to do more recruitment in east county. In recognition of the goal to increase East County representation and also the need to have enough filled seats to achieve a quorum, the Committee decided to:  Move forward with the nomination of Jamin Pursell to fill the Environmental Organization seat through December 31, 2024; 1. Delay the nominations of Heidi Taylor and Gretchen Salter until more recruitment is done in Supervisor Burgis' District; 2. Move Frank Qin's nomination to an Industry seat directly to the Board's consent calendar once the vacancy posting period has elapsed. 3. The Committee directed that nominations to fill remaining vacancies in the Environmental Organization Alternate, General Public Alternate seats be brought back to the IOC in October.    AYE: Chair Candace Andersen   Vice Chair Diane Burgis  5.APPROVE out of cycle grant in the amount of $10,343 from the Fish and Wildlife Propagation Fund to the Contra Costa Resource Conservation District to cover eligible past and future costs for the 2023 Contra Costa County Creek and Watershed Symposium to be held on October 26, 2023.        Maureen Parkes presented the staff report and recommendation. She noted that the symposium happens every 4 years and qualifies for out of cycle grant. The Fish and Wildlife Committee has recommended an allocation for every symposium since inception. The Committee approved the staff recommendation and directed that this item be moved forward to the BOS on the Consent calendar.    AYE: Chair Candace Andersen   Vice Chair Diane Burgis  6.CONSIDER whether the County should add Implicit Bias training to the required training curriculum for County advisory body members.       Chair Andersen introduced the item and explained what prompted the recommendation. Staff identified several free online courses on Implicit Bias that might be appropriate for the County's purposes. The Committee directed the Clerk of the Board to screen the suggested and possible other online training courses, select one to be added to the mandatory training curriculum for Board advisory body members, and bring such recommendation for discussion at a public meeting of the Board of Supervisors.    AYE: Chair Candace Andersen   Vice Chair Diane Burgis  7.CONSIDER recommending to the Board of Supervisors adoption of the final draft Arts & Culture Master Plan for Contra Costa County , to be presented to the Board of Supervisors at its meeting on June 27, 2023.    DRAFT 5    Lara DeLaney introduced the item and the Arts Council Steering Committee, which was present and attending virtually from a County conference room. She explained that following adoption of the Master Plan, release of an RFP is anticipated to procure the services of an Arts Council to form that private-public partnership and provide the State local partner services for an Arts Council. Rick Stein presented the draft Arts and Culture Master Plan, which has been the culmination of the work of Arts Council Steering Committee. He reported that what emerged from their robust community and put gathering process is an ambitious vision of a future Contra Costa County, in which arts and culture are deeply integrated into and contributing positively to all aspects of community life. A new Arts Council will affirm and model best practices and equity, diversity and inclusion, empowering all to be heard and to participate fully. The Arts Council will connect, to communicate, support, and advocate for Contra Costa's creative community. The vision values and mission are distilled into goals with detailed specific action items, a projected 5 year operating budget and organizational structure, all providing a blueprint for the organization selected by the Board of Supervisors to be its public private partner. In delivering a full portfolio of services, the County itself will play an essential role as the contracting entity, investing budgeted funds to help ensure that this effort is successfully launched and can become sustainable. The remainder of the report document includes considerable background as well as data collected by the consultant over the past 10 months. The team is still working with a graphic designer to clean up and update some of the images in the draft report, so there may be a few replacements before it comes before the full Board of Supervisors. Ben Miyagi commented about how the Master Plan highlights the rich diversity of the county. Lara DeLaney added that the Master Plan would eventually be translated into Spanish and possibly additional languages. Vice Chair Burgis requested that pie charts be added, based on pages on 38 and 39, to better illustrate the differing levels of activity among districts. She explained that District 3 is growing and still young, not as established in the arts and culture community as some of the more developed districts. Margo commented that the Steering Committee is working with a consultant to design an interactive cultural map showcasing arts and culture organizations. The map would enable organizations to add themselves to the map. This effort is targeted to roll out targeted in September for the Arts Council to maintain going forward. Chair Andersen thanked the whole Steering Committee, as well as Rick Stein, for attending the IOC meeting and also for their work, which exceeded her expectation. She has received positive feedback on the draft Master Plan. With Vice Chair Burgis's suggestion to add pie charts, the Committee voted to move the draft Master Plan to the Board of Supervisors for discussion at a future meeting.    AYE: Chair Candace Andersen   Vice Chair Diane Burgis  8.Today’s action is seeking approval of modifications to Administrative Bulletin No. 600, “Purchasing Policies and Procedures”, including any edits from the Internal Operations Committee, and directing the County Administrator to prepare all necessary actions to implement the updated policy for consideration by the Board of Supervisors. Recommendations  ACCEPT report from the County Administrator on process undertaken to update Administrative Bulletin No. 600, “Procurement Policies and Procedures”. 1. APPROVE Administrative Bulletin No. 600, “Procurement Policies and Procedures” and DIRECT the County Administrator to prepare all necessary actions to implement the policy for consideration by the full Board of Supervisors.  2. PROVIDE any additional direction to staff as needed.3.    DRAFT 6    Timothy Ewell presented the staff report and recommendations. The goal of the purchasing policy update is to better guide and support staff who may be trying to navigate their way through the County's maze of purchasing and service contract policies. The update consolidates nine separate administrative bulletins related to purchasing and contracting into one comprehensive policy. The new policy references some related special purchasing policies that will remain separate, such as the Small Business Enterprise, environmentally preferable procurement policy, and computer hardware and software policy, so that the comprehensive policy can survive policy updates within the separate policies and also to avoid creating conflicting policies. The special policies will act as "plug-ins' to the comprehensive policy. This first update is the first phase of a multi-phase project. Trailer actions, such as ordinance revisions, will be required to effectuate the recommended updates. Our current procurement policy landscape is a patchwork of ordinances, resolutions, board orders, and administrative bulletins from the County Administrators office, and some are just simple memos that have been issued over the years. The myriad sources for policies presents difficulties for new and current employees who are newly assigned procurement related functions. The recommended policy will return some discretion to our department heads to recommend contracts under $200,000 for approval by the Purchasing Agent. For reference, the Health Services Department alone has about 1,700 contracts outstanding at any given time, that heretofore have required County Administrator approval. The CAO believes the amount of risk mitigated by CAO review of contracts under $200,000 does not justify the significant amount of time expended by CAO staff, which might better be applied to higher risk transactions. The proposed delegation of contract authority would be balanced by new required contract monitoring procedures and solicitation thresholds. Contract monitoring will necessitate that departments incorporate performance measurement and performance outcomes in their contract service plans. The recommended policy will also streamline transactions that involve both a purchase of a commodity and a service, e.g., purchase of a copier with related installation and maintenance services. Such a purchase must currently be accomplished in two separate transactions, which is not the industry standard and has caused consternation among vendors. The proposed policy will permit such duel purchases to be combined into one transaction. The recommended policy will establish, for the first time, minimum bid solicitation requirements by procurement type. Transactions over $100,000 should be competitively bid, unless other requirements stipulate more stringent thresholds. We are also encouraging the use of cooperative purchasing agreements such as pre-negotiated rates through the U.S. General Services Administration, which can be accepted in lieu of a new solicitation. The policy review process involved County departments, and the staff report includes all 78 comments and suggestions from 7 departments, along with responses to every comment and rationale for either agreeing or not agreeing with them. In May, the County implemented Docusign, utilizing digital versions of our most common standard form contracts. Docusign eliminates the need and requirement for signature notarization -- a use of new technology to help streamline the County's contracting process. For Phase 2 of this effort, the CAO plans to concentrate on the County's SBE and Outreach Programs, with a goal of combining those policies into one administrative bulletin that will plug into the umbrella purchasing policy. The Board's Equity Committee is reviewing these programs for possible update. Phase 3 contemplates updating the County's purchasing manual and our Contract Administration guide, which are procedural manuals. Phase 4 will focus on developing a training library on all of these policy changes. CAO is recommending that the County procurement policies be placed on a triennial review schedule to maintain their relevance. Chair Andersen was very supportive of these changes. Vice Chair Burgis appreciated the additional accountability included in the updated policy. The Committee appreciated the fresh look at the current policies and processes and approved moving the recommended policy to the Board on the Consent calendar. DRAFT 7    AYE: Chair Candace Andersen   Vice Chair Diane Burgis  9.The next meeting is currently scheduled for July 10, 2023.    The Committee confirmed the next meeting date of July 10.   10.Adjourn    Chair Andersen adjourned the meeting at 12:18 p.m.        For Additional Information Contact:  Julie DiMaggio Enea, Committee Staff Phone (925) 655-2056, Fax (925) 655-2066 julie.enea@cao.cccounty.us DRAFT 8 INTERNAL OPERATIONS COMMITTEE 4. Meeting Date:07/10/2023   Subject:UPDATE TO SOCIAL MEDIA POLICY Submitted For: Monica Nino, County Administrator  Department:County Administrator Referral No.:   Referral Name: Presenter: Kristi Jourdan Contact: Kristi Jourdan Referral History: On June 17, 2014, the Board of Supervisors approved a social media policy governing the use of various online engagement tools by County employees for business communication purposes. The County Administrator requested the Office of Communications and Media (OCM), with assistance from County Counsel, develop guidelines for use and training. Input and direction from the Internal Operations Committee in 2013 and 2014 shaped the contents of the umbrella policy. Due to staffing and resource limitations, the implementation of the policy was deferred to 2016. Unfortunately, the policy was never rolled out as an Administrative Bulletin and trainings were not provided on what is now Vector Solutions, per the IO Committee direction in 2016. Referral Update: OCM and public information officers countywide have extensively researched best practices in implementing government social media policies. Based on that research, staff has updated the 2014 social media policy (Attachment 2), developed a new supplemental guide for best practices (Attachment 3), and will create an intranet-based website that will provide County social media administrators with guidelines for use of the primary social media tools currently being utilized. Those include Next Door, Facebook, Twitter, Instagram, YouTube, and LinkedIn, among others. As more tools emerge, they will be added to the guide. Recommendation(s)/Next Step(s): With consideration to any feedback received from the IOC, it is staff's intention for format and promulgate the updated social media policy/playbook as an Administrative Bulletin for reference by all employees. The Vector Solutions training modules and intranet site with guidelines for use and other resources is expected to be ready for use by December 1, 2023, allowing the policy to go into full effect before the end of the year. Fiscal Impact (if any): For awareness, the Office of Communications & Media currently has an annual agreement in place with Archive Social for records retention. Updates to the policy and the introduction of the supplemental guide will not cost departments any additional funding. Attachments Attachment 1: Powerpoint_IOC Social Media Policy Attachment 2: Draft Updated Social Media Policy/Playbook Attachment 3: draft Social Media Playbook Powerpoint 9 Office of Communications & Media July 11, 2023 Internal Operations Committee –Social Media Policy & Best Practices 10 Consistency 1.Coordinate a common set of procedures for departmental use of social media a.Guidance on information to post b.Usage during emergencies c.Records retention 2 11 Background & Timeline 1.June 2014 –Board of Supervisors approves County’s first social media policy 2.Due to staffing and resource limitations, implementation of the policy was deferred to 2016. 3.February 2023 --Office of Communications & Media collaborates with Public Information Officers throughout the County to review and update a.Staff turnover b.Review to ensure aligns with ever-changing landscape of social media and to determine whether current messaging and strategy was effective 3 12 Proposed Changes •Adding definitions •Defining a process for posting •Developing best practices for safety and security •Offering clear guidance for: •Mistakes •Checking with County Counsel before removing offensive content and applying consistently •Branding •Page management •Comment policy •New resource –supplemental guide of best practices 4 13 Recommendation •Accept the proposed changes and format the policy as an Administrative Bulletin and make available to all employees. •Instruct staff to create a training module and intranet site with guidelines for use and other resources by December 1, 2023, allowing this policy to go into full effect before the end of the year. 5 14 Questions 6 15 Contra Costa County DRAFT – Social Media Policy Administrative Bulletin 4/14/23 1 Contents: I. Definitions II. Social Media Usage a. Process for Posting Social Media b. Information Posted on Social Media Sites c. Use of Social Media During Countywide Emergency Events III. The Public Records Act & Retention of Posted Information IV. Employees’ Personal Social Media Accounts Social media is an important tool that can be used as part of a comprehensive communications strategy for providing time-sensitive information and increases the ability for the County to share its messages to the widest possible audience, including audiences that might not seek information through more established messaging channels like radio and television. Social media can help the County government build trust with the community, solve problems, and provide a better understanding of how County government improves the quality of life for Contra Costa County residents. This policy establishes guidelines governing the use of social media by Contra Costa County departments and employees for informing the public about County programs and services. I. Definitions Blog: A self-published diary or commentary on a particular topic that may allow visitors to post responses, reactions, or comments. Content: Any text, metadata, quick response (QR) codes, digital recordings, videos, graphics, photos, or links on approved sites. Page: The specific portion of a social media website where content is displayed and managed by an individual or individuals with administrator rights. Post: The act of publishing content on a site. Profile: Information that a user provides about themselves on a social networking site. Public Record: Includes any writing containing information relating to the conduct of the public’s business prepared, owned, used, or retained by any state or local agency regardless of physical form or characteristics. Social Media Comment Policy: An external facing social media policy used to set guidelines and protocols for public interaction with County content on social media accounts. Social Media Representative: A County employee designated to establish and/or maintain a social media account on behalf of the County, departments, or divisions. Each representative must be designated by the department or division before they begin utilizing social media on the County’s behalf. Social Media: Internet-based technology communication tools with a focus on immediacy, interactivity, user participation and information sharing. These online technologies are operated by non-County 16 Contra Costa County DRAFT – Social Media Policy Administrative Bulletin 4/14/23 2 hosted services and are used by the Department. Examples include but are not limited to blogs, microblogs, wikis, social and professional networks, video or photo sharing, and social bookmarking.  Examples include but are not limited to Facebook (social networking), YouTube (video sharing), Twitter (microblogging), Instagram (social networking), Pinterest (social networking) and LinkedIn (professional networking). Social media should be understood to include any web- based tool that allows for open communication on the internet, including but not limited to micro-blog sites (Twitter,) social networking sites (Facebook, LinkedIn, Nextdoor) video-sharing sites (YouTube,) and image-sharing sites (Instagram). Terms of Service: The set of rules and regulations a provider attaches to a software service or web- delivered product. II. Social Media Usage A. PROCESS FOR POSTING SOCIAL MEDIA: When using social media, County departments shall do the following prior to posting content: 1) Have a business purpose in posting the media that clearly serves County objectives; 2) Review the Terms of Service for the site where the social media will be posted and, as appropriate, obtain approval from County Counsel and the department’s CAO analyst before agreeing to the Terms of Service; 3) Check that content to be posted complies with County policies, including but not limited to technology use and personnel policies; 4) Ensure federal, state, and local laws are followed, including: a) Copyright law: For example, posting a video, image (including individuals’ names or likenesses), or music without receiving a license or authorization may violate copyright law; b) Trademark law; and c) Other third-party rights, including individuals’ rights of privacy, are respected. 5) Direct any questions regarding legal issues, including compliance with trademark and copyright laws, to the Office of the County Counsel. 6) Publish using platform and tools approved by the Office of Communications and Media. 7) County departments must reset the social media password after a Social Media Representative is removed as a social media account administrator; 8) The Office of Communications and Media reserves the right to terminate any County social media site at any time. B. INFORMATION POSTED ON SOCIAL MEDIA SITES 1) Social media should be used by County departments to communicate with the public, but not for other purposes. 17 Contra Costa County DRAFT – Social Media Policy Administrative Bulletin 4/14/23 3 2) To help prevent errors and liability issues, social media postings should be made by a Social Media Representative for the department who has been authorized to do so by the Department Head. The Social Media Representative shall only post content reflecting the views of the County, not his or her personal views or concerns. 3) If a mistake occurs, the department should correct the mistake as soon as it is made aware of the error. If an earlier post is modified, it should be clear that the posting has been corrected. Consider designating corrections with “Fixed link” or “Fact correction” prior to the correction. 4) County departments must moderate sites that allow posts by outside users. 5) County departments may not post the following content and must remove any such content, regardless of whether posted by the County department or outside individuals:  Electioneering for or against candidates or issues, unless such promotion or opposition is inherently related to discussion of an item posted by the County  Information affiliated with political campaigns  Confidential information  Content that is unrelated to the post or work done by the County  Threats against any person or organization  Highly repetitive posts that amount to harassment  Obscenity, profanity, and vulgar language  Promotion of discrimination  Indication or encouragement of illegal activity  Advocacy of violence  Spam or links to unrelated sites  Promotions of services, products or political candidates or organizations  Infringement of copyrights, trademarks, or other intellectual property  Information that may compromise the safety, security, or proceedings of public systems or any criminal or civil investigations  Personal or sensitive information (social security numbers, credit card numbers, medical information, account numbers, banking information, phone numbers, email addresses, postal addresses, and similar materials). For questions about whether a posting falls within one of the above categories or whether a posting containing content not appearing on the list should be removed, the County department should contact the Office of County Counsel prior to taking action to remove the post. 18 Contra Costa County DRAFT – Social Media Policy Administrative Bulletin 4/14/23 4 6) County departments should direct users back to the County’s website when appropriate and possible for further information; 7) County departments must use branding, such as logo use, on social media postings; 8) County departments should include the Social Media Comment Policy (see Appendix A), indicating the discussion is moderated and inappropriate content will be removed, if the profile settings can accommodate it. If the profile settings cannot accommodate the Social Media Comment Policy, the social media site should include a link to the policy. This Social Media Comment Policy must be included, or a link provided to the policy, on all social media sites. 9) Direct or indirect communications between members of a legislative body, such as members of the Board of Supervisors, commissions and/or boards, should be strictly avoided to prevent potential violations of the Brown Act or the Better Government Ordinance. Among other precautions, members of legislative bodies should not respond to, “like,” “share,” resend or otherwise express opinions about any issue within the subject matter jurisdiction of the body. C. Use of Social Media During Countywide Emergency Events 1) In the event of an emergency, County departments should coordinate all social media content with the Office of Communications and Media, unless otherwise directed by the County Administrator. 2) To ensure that messages are consistent across the various accounts and platforms managed by the County, with permission of the CAO, County Public Information Officer (PIO) or designee, will take the lead in delivering County emergency information via social media and keep the CAO and the Office of Communications and Media informed. 3) Depending upon the incident, communication managers may be asked to point to specific departmental social media sites that will serve as the main source of information. III. The Public Records Act & Retention of Posted Information 1) Information posted on County social media sites is subject to the California Public Records Act. Any content that is related to the County’s business, including a list of subscribers and posted communications, may be a public record subject to public disclosure. 2) County departments should retain subscriber information and comments posted by outside users on County sites, including those removed by staff, for the period required by law and in accordance with department policy. In addition, when prohibited content is removed the records must include the name of the staff member who removed the content, and the date, time, and reason the content was removed. 19 Contra Costa County DRAFT – Social Media Policy Administrative Bulletin 4/14/23 5 IV. Employees’ Personal Social Media Accounts: The line between personal and professional, public, and private can be easily blurred in social media. The following guidelines, in addition to those in the County’s Administrative Bulletins, must be followed when using a personal social media account: 1) Personal social media accounts cannot be used for page management of County, department, or division profiles. Additionally, staff should not use their personal social media accounts to speak on behalf of the County or to present themselves as County representatives 2) Employees with personal social media accounts are prohibited from posting confidential information obtained from the County, such as personnel data, medical information, and attorney-client privileged information. 3) When commenting on County business, employees, supervisors, or policies on a personal account, employees should take care to make it clear that their personal opinions are their own and do not represent the official policy position of the County. APPENDIX A Contra Costa County’s Social Media Comment Policy: Social media is an important tool that can be used as a channel for disseminating time-sensitive information and as a communications tool which increases the ability of the County to broadcast its messages to the widest possible audience and include new audiences that don’t rely on traditional media channels. Social media can help us build our community, improve knowledge, solve problems, and provide a better understanding of how our work impacts the quality of life for residents. This policy governs all sites and websites of Contra Costa County. Public comments expressed on our social media channels do not reflect the opinions of the County, nor do we approve the content of any public postings or commentary on our social media channels. You, as the poster, are responsible for the content of your messages. Our social media channels are limited to discussion of matters related to the County and its mission. We welcome all comments, questions, and concerns about these topics that foster discussion and communication. To further this goal, the County reserves the right to delete, hide comments, without notice, that contain:  Electioneering for or against candidates or issues, unless such promotion or opposition is inherently related to discussion of an item posted by the County  Information affiliated with political campaigns  Confidential information  Content that is unrelated to the post or work done by the County  Threats against any person or organization 20 Contra Costa County DRAFT – Social Media Policy Administrative Bulletin 4/14/23 6  Highly repetitive posts that amount to harassment  Obscenity, profanity, and vulgar language  Promotion of discrimination  Indication or encouragement of illegal activity  Advocacy of violence  Spam or links to unrelated sites  Promotions of services, products or political candidates or organizations  Infringement of copyrights, trademarks, or other intellectual property  Information that may compromise the safety, security, or proceedings of public systems or any criminal or civil investigations  Personal or sensitive information (social security numbers, credit card numbers, medical information, account numbers, banking information, phone numbers, email addresses, postal addresses, and similar materials). Continued or egregious postings of this sort may prompt the County to further restrict your commenting on official County social media platforms. The County’s use of external social media is provided as a public service. By commenting, you are subject to the Terms of Service of the host site. Posting comments to this site will grant the County and anyone reading this site permission to copy, distribute, make derivatives, display, or perform the commenter’s work. The comments posted on this site do not reflect the views of Contra Costa County or its elected officials and employees. Reference in any comment to a viewpoint, product, service, entity, or organization is solely attributable to the individual commenter. Comments may not be reproduced for the purpose of stating or implying County endorsement or approval of any viewpoint, product, service, entity, or organization. Inappropriate comments may remain posted for a significant amount of time prior to being noticed and deleted by an administrator; however, this should not be construed as an approval of the comment or an exception to the comment policy. Comments made through the County’s online locations will in no way constitute a legal or official notice or comment to the County or any County official or employee for any purpose. Additionally, emails or messages sent via this site may not be viewed or responded to. Communications with County elected officials, officers and employees should be made through correspondence to their physical addresses or County email addresses. This policy is subject to amendment or modification at any time to ensure that use of this site is consistent with its purpose as a limited forum. 21 Office of Communications & Media Supplemental Guide to the Contra Costa County Social Media Policy April 2023 Social Media Playbook 22 Contents 1.Introduction a.Using the Playbook –Who and Why? b.When does social media work best? 2.Participation Guide a.For employees and authorized users 3.Networks & Standards a.Approved networks b.Usage standards c.Accessibility guidelines d.Records Management 4.Public Interaction 5.Resources z 2 23 Introduction 1.Why use this playbook? a.Engage and interact effectively by: i.Leveraging best social media practices ii.Linking online engagement targeted objectives to specific goals iii.Accessing supplemental applications to quantify, monitor, and expand efforts toward reaching goals 2.Who should use this playbook? a.Administrators/users who are new to social media engagement b.Employees designated by a department or division to establish and/or maintain a social media account on the County’s behalf c.Administrators/users who are already engaged in social media and want to elevate their participation 3 24 Participation Guide 1.Add value to your department a.Further department mission b.Strengthen sense of community c.Increase transparency –encourage civic engagement d.Solve a problem e.Enhance public knowledge of services 2.Consider your content a.Informal vs. official government communications b.Proper grammar, minimize jargon and acronyms c.Verify the facts before publishing 4 25 Participation Guide 3. Provide proper representation a.Only speak on behalf of the department when your commentary is based on written standards, policies and practices or you have received prior permission b.Identify yourself as a representative, when necessary 4. Share links and sources a.Direct users back to the primary source (website) for in-depth information, forms and documents/services designed to facilitate business within the department b.When you reference a law, regulation, policy, provide a link or at minimum the citation c.Whether citing a source with a link in a post, retweeting or giving a “shoutout,” credit and thank the original creator 5 26 Participation Guide 5. Protect confidential information a.Ask permission from a supervisor to publish or report on conversations that occur within your department b.Never post information about policies or plans that haven’t been finalized unless you receive permission from a supervisor c.Do not identify a partner or supplier by name or provide information that might be proprietary in nature without their knowledge and/or permission 6. Respect your audience and coworkers a.Respect the privacy of others and carefully consider the discussion of any topics that might be objectionable or inflammatory b.Do not use your department’s social media presence to communicate among fellow employees 6 27 Participation Guide 7. Respond to your mistakes a.Correct errors or inaccurate information as soon as possible, in accordance with the Administrative Bulletin b.Once you post, it stays posted c.Spelling and grammar fixes OK to change –anything beyond that, make it clear you’re correcting and apologize for the error i.Strike through the error and correct or create a new post and link to it from the original 8. Exercise discipline a.Online activities should not interfere with your job or responsibility to the public and your coworkers 9. Handle inquiries and negative comments promptly a.Do not remove comments without approval from County Counsel b.Seek advice from the Office of Communications and Media and/or supervisor 7 28 Networks and Standards 8 *= preferred social media application in its technology category ^= Pre-approved for use by department 29 Usage Standards Follow these standards for consistency –we will update as needed: 1.Display being the “official account” 2.Display official county/department logo or program graphic 3.Link to an official county website 4.Display an official department email account 5.Review site activity daily for misuse 6.No profile information such as gender, age, religion, political views, relationship status, job/career, interests, etc. 9 30 Usage Standards: Facebook Trained on advanced topics such as appropriate set-up, insights, monitoring, likes, etc. 10 Standard Item Standard Setting Type of Page Set-up as “Pages” which do not allow “Friends” to be added but only “Likes” Information Display Department mission or program overview that informs the topic and intent of the site Apps Only use Facebook provided, or County authorized,applications FB Facts &Stats Founded in 2004 2.9 billion active users worldwide Resources: •Download the Facebook Government Guide •www.facebook.com/FacebookPages 31 Usage Standards: Facebook 1.Basics a.Likes are better than views b.Comments are better than likes c.Shares 2.Pictures a.Landscapes b.Faces 3.Posts a.Simple b.Value c.Plan 11 32 Usage Standards: Twitter Trained on advanced topics such as appropriate set-up, monitoring, buttons, follows, hashtags, etc. 12 Standard Item Standard Setting Type of Page Relevant, timely and informative with the intention of assisting the department to fulfill its mission. Information Use discretion on whom to follow. As a general rule, only follow entities that contribute to Contra Costa County’s business value. Apps Setup to receive an email when direct texts are sent to the Twitter account and where information can be retained. 33 Usage Standards: Twitter 13 Twitter Use as a “pointer” Marketing tool Share info Brief announcements Humor &fun facts Instant and live 34 Usage Standards: NextDoor Trained on advanced topics such as appropriate set-up, monitoring, etc. 14 Standard Item Standard Setting Type of Page Relevant, timely and informative with the intention of assisting the county to fulfill its mission. Information Use discretion on whom to follow. As a general rule, only follow entities that contribute to Contra Costa County’s business value. Apps Setup to receive an email when direct texts are sent to the NextDoor account and where information can be retained. Facts & Stats Launched in 2008 69 million members across 290,000 active neighborhoods across 11 countries Resource: •Visit Hootsuite–How-To Guide 35 Accessibility Guidelines Increase the accessibility of your social media efforts in the following ways: 1.Provide captions for your videos 2.Title your photographs descriptively and usefully 3.Avoid acronyms 4.Make all information provided on social media accessible in formats elsewhere (website) 15 36 Records Management & Resources 1.California Public Records Act requires government agencies preserve public records regardless of physical form a.Follow your department’s records retention policy and ask County Counsel if you have questions. 16 37 Public Interaction –What to Monitor 17 Electioneering for or against candidates or issues, unless such promotion or opposition is inherently related to discussion o f an item posted by the County Information affiliated with political campaigns Confidential information Content that is unrelated to the post or work done by the County Threats against any person or organization Highly repetitive posts that amount to harassment Obscenity, profanity, and vulgar language Promotion of discrimination Indication or encouragement of illegal activity Advocacy of violence Spam or links to unrelated sites Promotions of services, products or political candidates or organizations Infringement of copyrights, trademarks, or other intellectual property Information that may compromise the safety, security, or proceedings of public systems or any criminal or civil investigation s Personal or sensitive information (social security numbers, credit card numbers, medical information, account numbers, bankin g information, phone numbers, email addresses, postal addresses, and similar materials). 38 Network Attack Protocol 18 If you suspect security of an account has been compromised a.Change login and password information immediately b.Work with Office of Communications and Media to develop communication strategy/response c.Acknowledge social media breach to followers d.Look for signs of damage, make necessary corrections e.Contact your supervisor and report to the social media company 39 Social Media Matrix 19 Office of Communications and Media working to build a foundational matrix of Countywide social media presence a.PIOs to verify accuracy once audit is complete Who uses?7 in 10 US adults use, teens use less and more passively. Most popular among tech, marketing, entertainment and politically focused people. Millennials though developing mainstream audience since FB acquisition. Everyone though especially popular with millennial generation. Professional from all industry. Teens & millennials.Growing among adults. 18–24-year- olds and 13– 17-year-olds. Adults in specific communities. Content Strong visuals and videos, live content, Groups, Business pages. 280-character limit, text based, image and video content, GIFs, Live. Strong visuals (image and video/Reels) w/artistic aesthetic, live and ephemeral. How to videos,vlogs, education, science, non- profit. Live. Thought leadership, professional link sharing, image sharing. Research. Fun, ephemeral, behind the scenes, geofilters. Funny videos, challenges, games. Neighborhood hub for exchange of information, goods and services. 40