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HomeMy WebLinkAboutMINUTES - 12141993 - IO.7 r TO: BOARD.OF SUPERVISORS SE. ` Contra FROM: INTERNAL OPERATIONS COMMITTEE - - ► 1 Costa C County 4•;♦ 40 November 22, 1993 & December 13, 1993 DATE: rTI cotii+f i SUBJECT: STATUS REPORT ON THE APPLICABILITY TO CONTRA COSTA COUNTY OF THE NATIONAL PERFORMANCE REVIEW REPORT ENTITLED "CREATING A GOVERNMENT THAT WORKS BETTER AND COSTS LESS" SPECIFIC REQUEST(S)OR RECOMMENDATION(S)&BACKGROUND AND JUSTIFICATION RECOMMENDATIONS: 1. ACCEPT this status report on the extent to which the National Performance Review report: "Creating a Government that Works Better and Costs Less" can be made applicable to Contra Costa County government. 2 . AUTHORIZE the County Administrator to appoint a Committee to Review the National Performance Review report, point by point, over a period of not to exceed six months, and determine what steps can and should be taken by Contra Costa County to take advantage of and implement the concepts and recommendations contained in the report. DIRECT that this Committee include Supervisor Jeff Smith and at least the following Department Heads: The County Administrator The District Attorney The Assistant Personnel Director The Director of General Services The County Counsel The Auditor-Controller The Health Services Director The Social Services Director and such additional Department Heads or other staff as the County Administrator wishes to add to the Committee. CONTINUED ON ATTACHMENT: YES SIGNATURE: -RECOMMENDATION OF COUNTY ADMINISTRATOR RECOMMENDATION OF BOA C M I EE APPROVE OTHER ,,- SIGNATURE S: raHT MnPEAK t! ACTION OF BOARD ON December 14 , 1993 APPROVED AS RECOMMENDED OTHER VOTE OF SUPERVISORS I HEREBY CERTIFY THAT THIS IS A TRUE X_UNANIMOUS(ABSENT ) AND CORRECT COPY OF AN ACTION TAKEN AYES: NOES: AND ENTERED ON THE MINUTES OF THE BOARD ABSENT: ABSTAIN: OF SUPERVISORS ON THE DATE SHOWN. ATTESTED N-Q" ,_"-� 1 ti Contact: PHIL BATCHELOR.CLERK OF THE BOARD OF cc. County Administrator SUPERVISORS AND COUNTY ADMINISTRATOR All County Department Heads (Via CAO) ByDEPUTY I.O.-7 -2- 3 . CHARGE the Committee to Review the National Performance Review report with reviewing local mandates, procedures and processes that inhibit the ability of staff to do a good job and remove or recommend the removal or modification of those processes or procedures which can be removed or modified in order to stimulate creativity, streamline government decision-making, move decision-making to the most appropriate level and improve the ability of local government to achieve outcomes rather than simply compliance with processes. 4 . SPECIFY as a goal the Board of Supervisors wishes to achieve, providing each County employee with a performance evaluation by the end of the current fiscal year and DIRECT the Committee to Review the National Performance Review report to establish a process and standards by which this goal can be achieved, not just in the current fiscal year, but as a part of an on- going effort to establish objective, measurable, agreed-upon performance standards by which each employee's performance will be measured. This may include the need to direct that appropriate meet and confer obligations be met before such a system is implemented for represented employees. 5 . DIRECT the Committee to Review the National Performance Review report to evaluate the feasibility of and manner in ich ne, "time out" should be scheduled by the end o 4 another am 1994 and report its findings and recommendations back to the Board of Supervisors. 6 . Remove this item as a referral to the Internal operations Committee. BACKGROUND: On October 5, 1993, the Board of Supervisors referred to our Committee the National Performance Review report: "Creating a Government that Works Better and Costs Less" , and asked our Committee to determine the extent to which the report might have some application to Contra Costa County government. Staff has forwarded a copy of the Executive Summary of the Report to all County Department Heads and members of the Board of Supervisors . At our meeting on November 22, 1993, a summary of staff comments and comments from several Department Heads were shared with us. This summary and comments is attached for your information. Attending our November ' 22, 1993 meeting on this subject were Jim Hicks, representing AFSCME Locals 512/2700; Barbara Masters, on behalf of the Health Services Director; and Allen Little, Chief of the Contra Costa County, Riverview, Moraga, Orinda and West County Fire Protection Districts . Mr. Hicks noted his disagreement with the comments of the report and some Department Heads who felt that it was difficult to discipline or fire an employee, even with seemingly adequate documentation. He believes that fair, carefully documented, step- by-step discipline will be supported by employee organizations. He also noted that the County's leave of absence policy is not as flexible as it might be. He also warned our Committee that contracting out for services rather than providing them with County employees does not always result in a savings and has other legal problems associated with it. He also raised a question about the meaning of a staff comment on page 6 of the staff report regarding problems establishing a good working relationship with employee organizations . Staff clarified that the comment was intended to indicate that there were not the kinds of problems between management and labor in Contra Costa County which are apparently present in the federal government. Our Committee agreed that this is what was intended and that this clarification should be included in the staff summary. -3- We 3-We discussed a number of ideas which we were not able to explore fully on November 22, 1993 because of a shortage of time. These included; ✓ We might want another employee "time-out" within the next few months . ✓ We may want to see departments all implement some type of Continuous Quality Improvement (CQI) or Total Quality Management {TQM} Program, such as has already been undertaken by some departments. ✓ We may want to urge all County departments to focus on outcomes; outcomes which must be readily quantifiable and verifiable. ✓ We may want to have the County continue to focus on performance-based budgeting. ✓ We may want to explore requiring that departments define who their customer is and focus their efforts on serving their customers . ✓ We may want to explore the need to streamline the County budget process . One thought would be to pursue the service integration project model and have departments present their budgets on a program basis, rather than by the rigid organizational lines currently followed. For instance, all departments which participate in the Health Families 2000 - Service Integration Project would jointly present a consolidated budget for the Project which included elements of the separate department budgets. ✓ In order for performance-based budgeting to be meaningful, we may want to insure that each County employee has a performance evaluation which is based on previously agreed-upon objective, measurable goals and which comments on the extent to which these goals were achieved. Each employee should have an evaluation at least once each fiscal year. Each Department Head should be required to provide the County Administrator with a system for achieving such a system of performance evaluations or an alternative system which will accomplish the same goals of allowing an employee and supervisor to agree on what goals an employee is going to achieve over a fixed period of time, the quality and quantity of those goals and which then follows-up and evaluates the employee on the extent to which those agreed-upon goals were actually achieved. We met again on December 13, 1993 with Phil Batchelor, County Administrator; Gary Yancey, District Attorney; Vic Westman, County Counsel; Art Miner, Executive Director of the Private Industry Council; and Eileen Bitten, Assistant Personnel Director. Mr. Batchelor suggested that he be authorized to form a Committee of Department Heads with input from the Board of Supervisors to review the National Performance Review report, point by point, over a period of a few months and determine which concepts may have application in this County and recommend steps the Board of Supervisors should take to implement these concepts . At the same time, Supervisor McPeak, in particular, believes that another employee "time out" is important as a means of staying in contact with employees and their ideas for improving the performance of the organization. We are suggesting that this concept be referred to the Committee for the purpose of determining the most appropriate timing and means of implementing this recommendation. We also believe that each County employee should have a performance evaluation on a regular basis. Specifically, we would like to see each employee evaluated by the end of this fiscal year. We recognize that there may be some legitimate "meet and confer" requirements which must be met in order to implement such a goal . I .O.-7 -4- We believe that the Committee established above should review these meet and confer requirements and the specific details of a process which will achieve this goal and make recommendations to the Board of Supervisors for its implementation. Revised 12/2/93 - see page 6 OFFICE OF THE COUNTY ADMINISTRATOR C O N T R A C O S T A C O U N T Y Administration Building 651 Pine Street, 11th Floor Martinez, California 94553 DATE: November 18, 1993 TO: Supervisor Sunne Wright McPeak Supervisor Jeff Smith INTERNAL OPERATIONS OMMITTEE FROM: Claude L. Van Mart ssistant County Administrator SUBJECT: APPLICABILITY OF E NATIONAL PERFORMANCE REVIEW TO CONTRA COSTA COUNTY On October 5, 1993, on your joint recommendation, the Board of Supervisors referred to your Committee the "National Performance Review" , which was prepared by a Task Force headed by Vice President Al Gore. The question, as we understand it, was to examine the extent to which the "Review" was applicable to Contra Costa County. We circulated the Executive Summary of the "National Performance Review" to all department heads and to all division heads in the County Administrator's Office, soliciting their comments on the "Review" and the extent to which it might be applicable to Contra Costa County. We received written comments from the following: • Stephen L. Weir, County Clerk-Recorder • Kenneth J. Corcoran, Auditor-Controller • Mark Finucane, Health Services Director • Gerald S. Buck, County Probation Officer • Barton J. Gilbert, Director of General Services • Gary E. Brown, Director, Office of Emergency Services • Patricia Burke, Cable TV Franchise Administrator The written comments from these individuals are attached for your review. The "National Performance Review" is organized into four chapters : ✓ Cutting Red Tape ✓ Putting Customers First ✓ Empowering Employees to get Results ✓ Cutting Back to Basics Each chapter, in turn, is divided into several steps and includes a number of recommendations for action at the Federal level . Revised 12/2/93 - see page 6 Below, we comment briefly on some of the steps which have already been taken in this County along the lines being suggested in the "National Performance Review" . We also have identified areas in which we think it might be worthwhile to further explore actions which could be taken in this County which would be consistent with and would further the same types of goals being pursued at the Federal level . ✓ Cutting Red Tape o Step 1: Streamlining the Budget Process Generally, the process by which the County budget is assembled is much simpler than, but not unlike, the process which is apparently used to assembly the Federal budget. Once we have a fairly solid idea of how much money will be available for the following fiscal year, targets are given to each department and the department prepares a budget based on those targets. This year, at the Board's direction and for the first time, we undertook a process which involved organizing the County budget by program, defining the purpose of the program, the level of discretion the Board has over the operation of the program, the cost of the program, and the various sources of funding which support the program. This provided the Board of Supervisors with the opportunity to review programs based on the discretion the Board had over the program, the relative amounts of County funding available in the program and to begin to establish some priorities among competing programs . In addition, the Board has continued a program of establishing performance indicators for departments, thereby allowing a comparison of a department's performance with similar departments in other counties. This year, also at the Board' s direction, the County Administrator has also been working with departments to establish performance measurements which will become a part of the evaluation of the department head. The proposal for a two-year budget is one staff would no doubt welcome. Substantial legislative changes would probably be required in order to make it possible for a general law County to actually adopt a multi-year budget, since that is not provided for under current law. In addition, unless the State were to do the same thing, the second year of the budget would not effectively accomplish anything in the absence of State appropriations . It is, however, certainly something to consider in the future. -2- Revised 12/2/93 - see page 6 t; o Step 2 : Decentralizing Personnel Policy We think that we have provided leadership in this area, compared to the Federal Government. The voters approved a substantially revised "Merit System", replacing the previous "Civil Service" system, several years ago. The Personnel Department has continued to provide flexibility in classifications, including the creation of several "deep classes" . Much of the recruitment and testing is done at the department level, particularly for specialized classes in larger departments. The written comments submitted by several department heads support the need to make it easier to discipline a public employee. Additional work might be undertaken in this area. We will certainly continue to explore ways in which we can improve the personnel system without violating the basic principles underlying public employment. o Step 3 : Streamlining Procurement Again, in this area, we believe that we have provided some leadership which the Federal Government might emulate. We have recently delegated the purchase of smaller and less expensive items to departments. We have also negotiated master contracts for the purchase of major items such as paper products and computer equipment. More can no doubt be done in this area as opportunities present themselves . o Step 4 : Reorienting the Inspectors General The County does not have a function which appears to parallel the Inspector General function of Federal departments . We do have the Internal Audit Division in the Auditor-Controller' s Department, but their function is generally limited to compliance with sound accounting practices which insure that public funds are handled and accounted for in a responsible manner. We have at times in the past when staff was more available undertaken management audits of some departments or functions . We hope to undertake specific management and operational audits of some departments in the near future. o Step 5 : Eliminating Regulatory Overkill Recent efforts in this direction include the establishment of an interagency inspection team in the Health Services Department which brings together all of the local, regional and state regulatory agencies which have jurisdiction over -3- Revised 12/2/93 - see page 6 industrial firms which use hazardous materials or generate hazardous waste to coordinate the required inspections. The Board of Supervisors has also formed an Industrial Advisory Committee to advise the Board on other areas in which regulatory reform is necessary. The Board has also supported legislative efforts to improve and streamline the CEQA process at the State level. o Step 6 : Empower State and Local Governments All of the initiatives suggested in the "National Performance Review" appear worthy of the Board's support and appear to be consistent with positions taken in the past by the Board on such subjects as obtaining waivers of Federal regulations, eliminating unfunded mandates, , and providing additional flexibility in the use of categorical funds. ✓ Putting Customers. First o Step 1: Giving, Customers a Voice' - and a Choice The written comments submitted by both Mr. Weir and Mr. Finucane suggest that this is an area in which some work has already been done, but one in which more work is clearly needed. Mr. Gilbert notes that the General Services Department does survey its customers (primarily other County departments) annually, but that the lack of funds hampers his ability to respond to some of his customers ' complaints . Defining customer service standards might be explored in at least some departments and programs as a part of the development of the department' sperformance indicators . o Step 2 : Making Service Organizations Compete o Step 3 : Creating Market Dynamics o Step 4 : Using Market Mechanisms to Solve. Problems Public-private cooperation and partnerships have been a hallmark of the Board of Supervisors ' activities for many years . The County already utilizes a broad range of private, non-profit agencies to operate. many of the human service programs which are administered by the County. We also contract out with proprietary firms for many other specialized services . It is not clear that there are any significant functions operated by the County-which would be subject to the level of privatization suggested in the "National Performance Review" . We would, of course, be happy to explore any areas suggested by the Board. There ;are, however, some statutory -4- Revised 12/2/93 - see page 6 restrictions on the extent to which the County can contract out programs which are currently operated by County employees . ✓ Empowering Employees to Get Results o Step 1: Decentralizing Decisionmaking Power All County departments have been forced to reduce management staff over the past several years. This has no doubt resulted in some decentralization of decisionmaking, intended or not. As Mr. Buck commented in his written submission, simply increasing the span of control of.managers may not be the most effective way to decentralize decisionmaking. There also is no magic span of control that is right in all cases or for all programs. No doubt levels of supervision will continue to be eliminated as financial pressures demand additional reductions . However, as is pointed out in the "National Performance Review" , changing the entire culture of a government agency is much more difficult than eliminating a few regulations. Further thought and planning certainly needs to go into this area if we are to pursue it. o Step 2 : Hold All Federal Employees Accountable for Results Many of the recommendations made in this area have been undertaken by the County. Specifically, the Board has directed that departments develop measurable objectives and make these a part of the performance evaluation of each department head. More attention probably needs to be given to clarifying the objectives of programs operated by the County, although the "Purpose" statements provided in the May 25, 1993 Program Budget provide an excellent base for this effort. Providing recognition of excellence and quality in County programs is something the Board of Supervisors has done for a number of years . o Step 3 : Give Federal Workers the Tools They Need to do Their Jobs The emphasis here is on insuring that employees have adequate training and equipment to do their jobs and that managers have adequate information systems to allow them to do their jobs . The County has provided a very real emphasis on training through the Training Institute. There has been a revolution in the increased use of computers and computer systems and in the decentralization of data processing systems to the -5- Revised 12/2/93 - see page 6 departmental level. While more can always be done in this area, we believe that a great deal has been accomplished in the last few years and will continue to be upgraded in the future. o Step 4 : Enhance the Quality of Worklife Under the leadership of the Board of Supervisors, the County has done a great deal in the area of making employment with Contra Costa County "family-friendly" . Leave of absence policies, the use of sick leave and vacation, flexible working hours, and increased use of part-time positions have all contributed greatly to a "family-friendly" work environment. The Board's emphasis on affirmative action has provided substantial progress in this area. Some of the comments made by department heads point out that affirmative action runs the danger of becoming a bureaucracy of its own with too many forms, procedures and statistics. We need to insure that we are focussing on results and not on process in trying to improve our already excellent affirmative action program. o Step 5 : Form a Labor-Management Partnership We do not sense that this the level of mistrust and controversy which is apparently the case in the federal government is a significant issue in Contra Costa County government, although we would be happy to explore any areas where concerns are expressed. o Step 6 : Exert Leadership We believe that the exploration of the "National Performance Review" by the Internal Operations Committee and the Board of Supervisors will accomplish this expression of leadership. ✓ Cutting Back to Basics o Step 1 : Eliminate What We Don't Need The County appears to be well ahead of the Federal Government in this area, although constant vigilance is needed to insure that we do not continue practices or programs which are outdated or unnecessary. o Step 2 : Collecting More Here again, the County seems to be well ahead of the Federal Government. In the area of collecting debt owed to the County, substantial progress has been made with the establishment of the Office of Revenue Collection. User fees -6- Revised 12/2/93 see page 6 are raised as costs increase. A major study completed last year identified areas in which we have authority to raise user fees to cover more of the actual cost of the services being provided. The Board of Supervisors has increased fees in a number of areas where such increases were justified. 0 Step 3: Investing in Greater Productivity Again, the establishment some years ago of the Productivity Investment Fund has allowed some very innovative projects to be funded. In each case, the savings from the project reimburse the Productivity Investment Fund so the funds can be used over and over again. 0 Step 4: Re-engineer Programs to Cut Costs It may be worthwhile to explore whether there are additional areas in which the concept of electronic government could be explored. A number of departments have improved their use of electronics in the past few years, but this is certainly an area that might be explored in further detail. CLVM:amb vanll-42-93 Attachments -7- S_E.L Contra °. Personnel Department VlJsta _ Administration Bldg. n ,•S 651 Pine Street �.. 4 Martinez, California 94553-1292 y County JJ DATE: December 10, 1993 n• t TO: Internal Operations Committee r�J FROM: Eileen K. Bitten, Acting Director of PersonneYC, SUBJECT: Comments Regarding "Creating a Government That Works Better and Costs Less" To meet the challenge of providing the best service we can with limited staff resources, the Personnel Department has restructured its work and increased automation efforts to allow for the most efficient use of staff resources and funds available for the implementation of personnel programs. The Personnel Department has increased its utilization of line department resources by implementing work planning and contracting systems with departments to aid in maximizing our utilization of staff resources. Also,we are increasing the number of departments who have delegated authority to conduct their own.examinations and process salary review documents. For example, the Sheriffs Department conducts all phases of the Deputy Sheriff exam under the policy direction of Personnel Department staff. With increased delegation, we have focused our efforts in providing Gear guidelines and training to departments to insure consistent application and interpretation of personnel management rules and regulations. We are currently working towards installing a PC based applicant tracking system which, in addition to allowing for better utilization of remaining staff and increasing productivity, will reduce the number of hours spent processing examination related documents. The new system will also permit departments greater access to the examination and certification processes and information. This will facilitate and streamline the hiring processes while insuring compliance with applicable policies and legal requirements. We will also conduct training programs on disciplinary/termination policies and procedures in an effort to assist departments in dealing with disciplinary actions. These policies and procedures have been complicated by the myriad of regulations brought on by federal and state laws and court decisions impacting the personnel arena. • �s V Internal Operations Committee Page 2 December 10, 1993 The Personnel Department continues to identify areas where personnel policy and practice can be streamlined and has for some time supported the delegation (under the policy direction of the Personnel Department) of all or parts of exam processes to departments to assist them in effectively meeting their human resource needs. EKB 1 CONTRA COSTA COUNTY ' RECEIVED i OCT 1 8199x3 MEMO TO: Claude Van Marter OFFICE OF FROM: Steve WeirCOU_NTYADMINISTRATOR RE: Reaction to "Creating A v. . . . " DATE: October 14, 1993 Introduction, page 2. I agree with the four key principles. I will comment further as they are addressed in the four chapters. Cutting Red Tape: Budget Process ; I prepare the budget for my department. With no disrespect to any of the players, it is a drain on my time to have to jump through hoops to produce a budget, get it approved and then fight like hell to execute that budget. I recognize the severe budget situation for the County, however, it' s a fight/negotiation to fill vacant/funded positions. I do support having some sort of bonus fund to reward cost savings/money generating. - ideas that are developed and implemented. Decentralizing Personnel Policy: I do not feel that our centralized personnel rules and the MOU' s are designed with the implementing departments in mind. I agree that agencies should be allowed to design their own performance systems. Personnel should be available to help. It would be of great use if the County could set up broad and well thought out guidelines for employee review procedures. I also agree that it is almost a herculean effort to discipline a problem employee and I can understand how a department can fall into the pattern of simply accommodating problem employees. The process of eliminating even one poor performer tears a department apart and pits many parties against each other . County, for some reason, political I fear , will not face the performance monster head on. Instead, a department is left to tackle the issue without guidance. Any implementing agency is going to come under direct attack by employee organizations who do not want this ."toe in the door" . Within our Department, we have faced unparalleled challenges in the way we deliver service to our counter customers and to our Superior Court Judges. Allow me two examples. First, we have reorganized our windows so that we can accommodate seven open windows for filing documents where we had only four in the past. In addition, our new system has clerks at each window, even when they are closed. So, if a line develops, we can open another window with a minimum of effort and without having to move staff . Second, late last year , we agreed to take on an aggressive criminal coordination program with the Municipal Courts. The County Clerk took on approximately 120 hours of extra work per week so that much of the duplicate efforts by the Muni Court could be eliminated. The program has been extremely successful . Unfortunately, the Clerk' s Office was not allocated any additional staff . The Clerk' s Office drastically modified its work produce, that is the minute order which is the official action of the court. We use to produce well written and some say beautiful minute orders. However, the real work product of the Court is the administration .of justice. Both the Bench and the Clerk' s Office swallowed hard and agreed to produce a much streamlined and brief minute order process. We' re cutting our own red tape. Putting Customers First : One of the most surprising issues I encountered upon taking the position of County Clerk was the attitude of some of my key staff members that we were the only game in town and that customers were here to serve our needs. Some aggressive education/discipline convinced my staff that we are here to serve our customers (those who consume our product) . Customers of the Clerk' s Office include the Superior Court Bench, the Bar members and the general public. We are here to serve them. Some members of the union believe that we need to be organized for the convenience of our workers in terms of hours of operation and accommodating the needs of the Superior Court. I attempt to investigate every public/customer complaint. If the public is right, I will so acknowledge. If they are not right, I will politely as possible, explain (or try to explain) my perspective and that of my employees. The public usually has valid feelings when, for instance, they are frustrated with how to access our process. A valid solution is to hear people out, try to separate emotion/frustration with some sort of either an explanation as to why things have to be done in a certain way or modify process/explanations so that the public/customer can more easily operate, say, the Fictitious Business Name computer index. In terms of competition and market dynamics, the Clerk/Recorder' s staff is keen on developing business opportunities with our customers . When we understand the needs of our customers, we are better able to suggest ways to ease their burden and in so doing, create a financial opportunity for the County. We have done this several times with giving computer access and data base tape availability. Our research unit, which simply (or not so simply) provides copies of court documents to customers. An enterprising acting supervisor has come up with several ideas to sell data and in so doing, makes research easier for all concerned and has generated literally tens of thousands of dollars ! The Election Division continues to explore ways of providing data to interested parties for a fee. The Recorder ' s Office is about to propose an imaging system that will provide additional revenues from title companies and ultimately, may give phone access via 900 numbers for copies of vital records. Empowering Employees to Get Results : A grand jury report on the Clerk' s Office in 1988 was critical of the practice of not giving line employees authority to resolve problems . We try not to have a manual for every circumstance, we try to allow employees to worms: out problems with supervisors/managers available for tough problems . Each division of the Clerk' s Office is permitted. to structure it' s own needs and solutions. It would be helpful if we could be allowed to achieve stated County goals through our own means. As an example, the County has an Affirmative Action process. It is burdened with forms, meeting, questionnaire and paper. If a department is achieving stated County goals, a department ought to be free of the paper trail monster. It is not my desire to single out the Affirmative Action process. The State of California, in it' s desire to standardize the trial courts, paper the respective courts with questionnaires, forms and reports. One wonders who is serving whom. Cutting Back to Basics : Some of my employees feel that we are a cash cow for the county/other agencies and that we are recognized for that effort. I would agree, but only in part. I found the Clerk' s Office under staffed and neglected. After four years, even in not so good of times, I believe that the central administration has attempted to support the Clerk' s Office. One process that may help define what is basic is the way in which the County processes its paper. We are just now exploring the organization of paper for inactive storage. If County Departments recognize the need to eliminate duplicate records, obsolete records and even consider a new medium for storage, we might more easily perform our functions. That is to say, we may need to look at what our data is supposed to be and not allow paper to control our daily functions. What is it that is unique that government provides? We think that a primary function of government is to collect data from our various customers and package that data in such a way as to make it attractive for those very same customers to purchase that data in a convenient format . Let me give an example. We collect property transfer information, we collect judgments, we collect marriage certificates. We can provide copies of this data in actual paper form and sell it at a per page cost. We do this. We also capture that data in a data base. People are interested in that format and are willing to buy that data.. So, we are not basically collecting our customers documents and reproducing an exact image for a fee. We have search capacity in our data base. We sell access to that data. We can provide specific searches . Our basics in much of the Clerk' s Office is keeping official records. However, our basic function is not the actual document but the data we collect. Let me tell you, our customers are hungry for a better package and more useful package of data and they are willing to pay the bill . As another example, where we use to provide microfilm to title companies as well as an index for their own plant, they are ready, willing and able to pay for not only this, but for an image of the document on electronic discs . Inherent in all of this is the following : If , in fact, we are able to streamline and innovate, one would have to believe that at some point, we would be reducing per item costs and not increasing those costs. The Recorder ' s Office has been so successful in raising monies, it is generating a large surplus 1; annually. If you are keeping your customers first and trying to run a market system, you must ultimately face the reality of rate reductions. Can you imagine what the reaction would be at this time if I were to suggest a rate reduction? In conclusion: I believe that there are many positive points in the paper. The Board may have to face giving up control to departments that are able to meet broad policy directives. While we might be willing to entertain fanciful notions about change, it may involve sacred cows from all sides. I believe that the best innovation occurs either by: genius willing to chip away at a problem like inventing the incandescent light bulb or telephone or through great upheaval and crisis where the old. saying "necessity is the mother of invention" governs. Maybe the two innovative forces can be brought together, yes we have a crisis and yes, hopefully we have people willing to chip away at the problems. Are we willing to reward risk takers? Politics is not know as a fertile field for risk takers. Office of COUNTY AUDITOR-CONTROLLER Contra Costa County 1 Martinez, California November 1, 1993 TO: C. L. Van Marter, Assistant County Administrator FROM: Kenneth J. Corcoran, Auditor-Controller SUBJECT: Comments re: "Creating a Government That Works Better and Costs Less" Your October 7, 1993 memo requested each department to respond to the subject report. Elizabeth Verigin, the personnel and budget officer in my office, provided me with her comments on the subject and I have attached her memo for your review. Basically, I agree with all of Elizabeth's comments with the exception of number 9. I continue to believe that our elected department heads should be allowed to carry out the mandates of their constituents, which may or may not be consistent with the trail being blazed by the Board of Supervisors. KJC:pm AC93-133 Attachment CONTRA COSTA COUNTY RECEIVED n�nu 2 199Q OFFICE OF COUNTY ADMINISTRATOR Office of COUNTY AUDITOR-CONTROLLER Contra Costa County Martinez, California 1, November 1, 1993 TO: Kenneth Corcoran, Auditor-Controller FROM: Elizabeth Verigin, ASA IIIA i SUBJECT: Comments on Creating a Government that,Works Better and Costs Less As you probably would guess I found the Clinton Administration Report very interesting and exciting but I have some comments and suggestions that I would like to share. 1. A great deal of research and planning must occur for the concepts in the Report to work in our County. The Board will have to realize this is a long-term commitment. For example, a true performance-based budget is not developed in one week. 2. Leadership needs to completely buy in. The entire County must participate and the CAO and department heads must be the leaders. 3. Managers need to buy in and be thoroughly trained. 4. Employees need to buy in and must be trained. 5. Labor and management must work together and labor must be involved up front. 6. A team should be established to research other models and attend conferences on subject. There currently are groups that meet to discuss quality approach (problems, successes, etc.) 6. All negative aspects and possible reasons why it would fail need to be addressed up front. 7. County needs to realize this is a very long-term project that requires much planning. 8. Funds need to be allocated for training, consultants, etc. 9. Each department should have flexibility to modify concepts to fit its environment; however, all departments must be required to participate and all managers and employees should thoroughly understand concepts and act and perform accordingly. Our department has researched this concept and hag made an attempt to establish a couple of pilot teams; however, does not really work because training has been limited due to budget constraints, concepts are not fully understood, buy in has not occurred and the entire County is not participating. I feel that many of the issues addressed in the report are applicable to Contra Costa County(i.e., budget, procurement, grant monies, customer service, etc.) but that these issues (processes) should not be addressed until the concept of quality and reinventing government is fully understood. Once again, long-term planning and extensive training is needed. This approach is a very new way of thinking and doing business and as I have learned change takes knowledge, time, courage and the ability to deal with frustration and failure. F, - ez tQC1 , —17-93 4iEIa 13 : 48 Ii It AI MIt1 Contra Costa county The Board of Supervisors HEALTH SERVICES DEPARTMENT OFFICE OF THE DIRECTOR Tom powers,1st District Mark Finucane,Director IrrSmith,2nd District le Bishop,3rd District 20 Allen Street silln"ne Wright MoPeak,4th district Martinez,California 94553-3191 Torn Torlakson,5th District (510)370-5003 FAX(510)370-5098 County Administrator f Phil Batchelor County Administrator DXrE: November 15, 1993 TO: Claude L. Van Marter Assistant County Administration FROM: Mark Finticane Health Services Director SUBJECT: APPLICABILITY TO CONTRA COSTA COUNTY OF SOME OF THE PRINCEPLES AND RECOMMENDATIONS INCLUDED IN"CREATING A GOVERNMENT THAT WORKS BETTER AND COSTS LESS" There are a number of steps outlined in the Executive Sunimary that I believe are applicable to local government and, in particular, Contra Costa. One of the main themes of the report is to put the customer first. Creating more patient-driven care has been a recent trend in the health care field as well. Some of the recommendations in the report dovetail well with our goal of enhancing the patient focus of our health care system. I've highlighted below some of,the recommendations that I believe are directly applicable to Contra Costa County and the Health Services Department. Chapter I Step 5:Eliminating Regulatory Overkill--"improve interagency coordination or regulations" As you know,more than a year ago,we began a process to coordinate our regulatory review of industry with the other major agencies that operate in this county. Last week,we piloted the first multijurisdictional inspection in which 7 local, regional,state and federal agencies participated. We believe this process will improve the comprehensiveness of our inspections as well as streamline them for industry. Specifically,we hope to identify areas of duplication in laws and regulations that could be corrected through legislative or adininistrative action. The Internal Operations Committee recently recommended that the Board urge the legislative and congressional delegations to take additional. steps to improve and integrate Mo.erltbcw Manurial HosprftP 6 Climer Public htm)llh * Nfen!al I fealth - Sjkulance Abu." Environmental Heatith Contra rxi.4,3 HaWlh Ilan 13--liaifim A-345 (2193) "6V-17-93 WEI? 13 : 49 HSD ADMIM P - E}3 the oversight by all levels of government of those firms which manufacture or use hazardous materials. ' Although we are piloting this process with specific regard to hazardous materials regulations, there may be other regulatory arenas,i.e.transportation, that the County participates in with other state and federal agencies that could also begin to develop a more coordinated approach. Step 6: Empower State and Local Government -- "Congress should allow slates and localities to consolidate separate grant programs from the bottom up;localities would have the authority to mix funding from diMrent programs without Washington's approval when combining grants smaller than $10 million each" We are in the process of developing a grant application to establish a Family Maintenance Organization. Using HMO principles, such as capitated rates, the FMO seeks to create a more efficient,effective and humane way to assist families with multiple needs which require substantial public resources to address, including health and social services that may cross agency boundaries. Critical to the success of the project will be the ability to"decategorize" and pool funds across programs and agencies. Likewise, the HSD is actively participating in an interagency effort to receive assistance under the state Policy Academy program. The proposal also depends significantly on consolidating funding. We recommend that the Board urge the State to allow us to consolidate separate funding programs as well as recommend that the Board review our own discretionary accounts with the same goal -- flexibility to pool all resources for the FMO or other similar type of pilot projects. ha ter 2 Step I.: Giving Customers a Voice -- and a Choice -- "All federal agencies that deliver services to the public should identify and survey customers, and provide customer service equal to the best in business" I believe this is the most critical issue to address. We must reorient our thinking about how we provide services to put into place practices and incentives to truly respond to our "customers" needs. In health care, as I mentioned above, this is essential as the move toward managed competition will drive us all to be more consumer oriented. As a participant in the Picker/Commonwealth Patient-Centered Care Quality Improvement project,we developed a survey for our hospital patients and will be coming out with a similar survey for our clinics. We are also developing a proposal for a women's health survey to find out how well we're meeting women's concerns. We will be looking at other opportunities for sun7eying our client population. I think surveys are a relatively easy and inexpensive means to determine how well we're doing and could be applied to all departments that serve the public. CONTRA COSTA COUNTY Probation Department Contra RECEIVED Gerald S.Buck County Probation Officer Administrative Offices Costa 50 Douglas Drive,Suite 201 J ��'T 3 I Martinez,California 94553-8500 County (510)ttp13-4180 (510)313-4191 FAX OFFICE OF ?� COUNTY ADMINISTRATOR To: Claude L. Van Marter Date: . � ^ :4 10/12/93 Asst. County Administrator ST'S FOU N'�` From: Subject: Gerald S. Buck, Better Government/ Count Probation Officer Less Cost I 've reviewed Vice President Gore's report (Executive Summary) and am responding to your invitation to identify thoughts in the report which might have applicability to .Contra Costa County. Chapter 1 - Cutting Red Tape 1 . Budget Process * Institute Biennial Budgets . I know this has been discussed, but if it could 'be done at the County level there would be a lot of energy, time and cost saved. * Allow Roll Over of 50% of Fund Balance by Departments . This would provide a real incentive to departments to be cost efficient and cost effective and to vigorously pursue all revenue sources . 2 . Decentralization of Personnel Policy * Simplify Classification System. More flexibility at department level might allow tasks to get done effectively rather than searching for a classification to fit the task. * Reduce by half the time required to terminate employees for cause and improve the system for dealing with poor performers . Amen! The system now has given employees so many rights and avenues of appeal that management is left ineffectual in correcting poor performance or ridding the service of bad employees . C. L. Van Marter - 2 - 10/12/93 t, 3 . Procurement * Rely more on the commercial market place. We still often find we can -make retail purchases of the same or similar products at lesser costs than County purchasing. Chapter 3 - Empowering Employees to .Get Results 1 . Decentralizing Decision Making Power * It is suggested that supervisorial spans of control double from 1 : 7 to 1: 15 . I do not agree that this is a way to make government work better. Decision making can be lowered and should be in certain functions, but it does not follow, in my view, that this will allow a doubling of span of control . Span of control needs to vary based upon the function, but I believe that one above 1 : 10 tends to reach a level wherein management doesn't even know what ' s going on, let alone how to make things go better. 2 . Accountability for Results * Measurable criteria assessing effectiveness of an individual or an organizational unit is needed throughout government service. * Clarification of objectives in terms easily understood by the general community is needed at all government levels . * Hold top management accountable and recognize outstanding performance. Use of "Baldridge Awards" for quality in Federal Government sounds like a good idea. We need something like this in County Government at the local level . 3 . Give Workers The Tools They Need * I concur we should not cut training in times of fiscal stress . * I also agree that information technology needs greater use and application in government. I 'd add that all technological tools available need to be used if government is going to be more effective. C. L. Van Marter - 3 - 10/12/93 4 . Enhance the Quality of Worklife * It 's interesting that this step is so sparse, yet is so important to the effectiveness and vitality of government. The U. S. Postal Service is an example of the worst kind of "worklife" . The suggestion of doing away with time sheets and time cards seems a shallow solution to a major problem here. * Too much freedom on when to work has severely limited County Departments ' ability to produce service. 4/10 work weeks are great for employees, but services on Fridays and Mondays almost cease to exist. This, coupled with generous vacation, sick leave, etc. , has produced a work force that is simply not available to deliver services much of the time. It is very costly and resented by workers in the private sector. Chapter 4 - Cutting Back to Basics 1 . Eliminate What We Don't Need While the common cry is we've cut back to bare bones in the County, there remain several pockets of cost which carry popular or special interest support which seemingly make these non-basic functions invulnerable to cut or elimination. I suppose that is a fact of life in Government. A true cutting back to basics will always leave a few "pet" projects in place. 2 . Collecting More I think we do well in this area. User fees have reached the limit. Fraud remains a problem in some areas, I suspect, as does collecting debt (e.g. , child support, fines and penalties) . 3 . Investing in Greater Productivity * Allow departments to budget innovation accounts or funds perhaps via fund balances so that good ideas can be tried and tested. GSB:ds CONTRA COSTA COUNTY GENERAL SERVICES DEPARTMENT RECEIVED 1220 Morello Avenue, Suite 20 Martinez, California 94553-471 Extension 3-7100NOV 1 61 OFFICE OF COUNTY ADMINISTRATOR DATE: November 15, 1993 TO: Claude L. Van Marr, As ' stant County Administrator FROM: Barton J. Gilbert, irect r o eneral Services SUBJECT: Vice President Gore's Report on Creating a Government That Works Better and Costs Less A review of the subject report reveals that a considerable number of the suggestions are applicable to Contra Costa County. It is extremely interesting to note how many of the suggestions already have been implemented by the County, such as developing and using measurable objectives and reporting results . Also, we have made changes which coincide with the suggestions under the Streamlining of Procurement section of the report. We recently increased and simplified processes under the Uniform Cost Accounting Act and with the establishment of the Warrant Request purchasing procedure. In the area of putting customers first, our Department currently surveys our customers annually. However, lack of funds limits our ability to react to many requests for service. In conclusion, I believe that a number of the recommendations have applicability to the County. As we are compelled to operate a governmental structure with less money, it is imperative that we make some changes in the way the County does business . BJG:dcg I CONTRA COSTA COUti i' RECEIVED CONTRA COSTA COUNTY NnV 15 OFFICE OF EMERGENCY SERVICES I.ggj �+ 50 GLACIER DRIVE MARTINEZ, CALIFORN A 945 3 Tel. (510) 646-4461 Fax. (510) 64 -1120 1 OFFICE OF November 10, 1993 1 COUNTY ADMINISIr. To: Clau Van _Ngr ter, Assistant County Administrator From: Gary B r(� ire r Subject: Creating a Government That Works Better and Costs Less This is in response to your October 7, 1993 memorandum requesting recommendations on how we might streamline or improve government operations. The Board of Supervisors has specifically expressed interest in how certain county services could be jointly administered with other jurisdictions that have similar services. It is certainly no secret that the cities and the county have been and are at odds with each other over many issues including the siting of sanitary landfills, congestion management, land use, etc. However, one area where it is to our advantage to work together is emergency management. Disasters do not respect political boundaries. The disasters we have experienced in Contra Costa County as well as the ones we have seen occur in other parts of the state have, invariably, affected several public jurisdictions and involved the need for a coordinated response from multiple agencies. The General Chemical Company hazardous material release hich occurred on July 26, 1993 originated in the City of Richmond but eventually affected several other cities, major unincorporated areas and another county (Solano) . The County Office of Emergency Services staff has been reduced from nine positions to four positions over the last couple of years, as the result of severe budget reductions. Cities within the county are also having budget problems and their ability to perform disaster planning has been hampered. In most cases the responsibility for disaster planning in a city is given to an employee as an additional assignment to his/her regular job. Recent disasters remind us that we are not immune and it is just a atter of time before we will have to deal with an incident that ill overwhelm our resources and severely test our disaster preparedness plans. Why not establish a county-wide disaster preparedness organization which works with all local government jurisdictions within the county? For example, a county-wide joint powers agency could be established to carry out disaster planning, Emergency Operations Center staff training, disaster exercises , disaster public I I I I I i information, mutual aid agreements, etc. , on behalf of all agency members. Such an arrangement exists in at least two other California counties, San Mateo' and San Diego. In those cases, the county serves as the "lead agency" and provides staff services to the county and all of the cities. Member agencies support the joint powers agency via contributions based on the population and assessed valuation of each ofIthe participating jurisdictions. A county-wide agency would be able to provide disaster planning services to all participating !agencies without each agency having to devote their staff time to this effort. Economies of scale would be realized. A central staff of full-time disaster planners would be more efficient than each agency devoting part of an employee to this function. jUniformity in disaster plans would result. Day-to-day communications and relationships which would evolve between the central staff and the participating agencies would improve inter-jurisdiction coordination at the time of a disaster. Participating agencies could include special districts as well as the county and cities. Simply put, many jurisdictions could pool their resources to fund a staff of professional disaster planners who could work with all such jurisdictions to develop plans and conduct training and exercises which would benefit all jurisdictions. Such an arrangement would assure that all jurisdictions have an adequate minimum level of disaster preparedness, whereas some of these jurisdictions may not be able to afford to develop such level of preparedness on their own. GB:af OFFICE OF THE COUNTY ADMINISTRATOR C O N T R A C O S T A C O U N T Y Administration Building 651 Pine Street, 11th Floor Martinez, California 94553 DATE: November 12, 1993 TO: Claude Van Marter, Assistant County Administrator FROM: Patricia Burkol—imanagement Analyst SUBJECT: COMMENTS ON REVIEW OF EXECUTIVE SUMMARY OF "CREATING A GOVERNMENT THAT WORKS BETTER AND COSTS LESS" Most of my comments will be based on ways to use and whether to use some of the suggestions in this report for implementation by the County. CHAPTER 1 Step 1 The idea of rolling over 50% of what an agency does not spend in their budget could motivate departments to be more efficient. Roll overs might be dependent on the department' s proposed plan to use the funds to implement further savings or efficiencies . Step 2 Decentralization of Personnel could provide the potential for more subjective hiring decisions and may increase affirmative action issues . However, more accurate job descriptions and enforcement of current disciplinary policies may eliminate some of the problems experienced by the county. Step 3 Streamlining the purchasing process would definitely be an asset. Recent changes for payment for training as well as the use of vouchers for air travel and car rental is an improvement. Requiring purchases over a certain amount to be reviewed and sent out to bid is appropriate if the purchase is significant. That dollar figure could be determined by a review of the overall cost of purchases by various county departments . May be different than federal figure of $100,000 . Step 4 Conducting management audits with a focus toward t, assisting departments to improve efficiency and effectiveness as well as to determine their needs as a department may increase the overall effectiveness of the county. This type of internal audit may be used in connection with the development of a strategic plan for the County. Step 5 Eliminating regulatory overkill is essential both between external agencies and within the county. A review of the reasons for regulations that are in place as well as the regulations themselves might reveal some inconsistencies and provide an opportunity to eliminate some unnecessary regulations. Getting input from those regulated is sometimes eye opening. Step 6 Supporting the empowerment of local governments may provide the flexibility counties need to serve their citizens . Preventing the federal government and finally the state government from imposing unfunded mandates would be beneficial to the county. CHAPTER 2 Putting the customer first is important. Checking to see how we are doing is a good idea. Opportunities should be provided for citizens to fill out a short form to let us know how we are doing much like businesses use. Some focus groups could be conducted with those who call or come in to county agencies regularly. The first contact a citizen has with a department gives them an impression of county government. I am not sure this first impression is always a positive one. CHAPTER 3 Empowering employees by providing training and flexible work schedules as well as offering telecommuting opportunities is important. Studies show that employees are more productive when they have some control over the balance between family and work. Recognition of departments and employees that exceed some established criteria for working "smarter" not longer and harder motivates employees . Being committed to caring for ones employees will provide them with the incentive to project that care to the citizens they serve and to support the county with their increased loyalty and productivity. Quality services can not be provided without quality employees no matter how much money an organization has . -2- CHAPTER 4 k Cutting back to basics suggest some options that the county has already been implementing, such as the productivity investment projects and the fee study. By continuing to evaluate services and programs and eliminate duplication as we are doing, the county should become leaner and more efficient. The report was asked to focus on how government should work not what is should do. It seems to me it might be better to decide in the form of a mission statement just what the county should do in order to determine how it should work to accomplish our mission. The expectation currently seems to be that we can be all things to all people. There is neither enough money nor staff to do this . Thanks for the opportunity to comment on this report. PB:amb reinvent.mem -3- THE FOLLOW 2 NG 2 NTE RNAL � OPERATSONS COMMITTEE REPORTS WERE INCLUDED SN THE PACKET FOR THE DECEMBER 7 , 1 9 9 3 MEETING BUT WERE CONT2NUED TO DECEMBER 14 1 9 9 3 2 . O . - 1 2 _ O . - 5 2 . O _ - 6 ✓ X . C) . - � c �o l �