County Personnel Administrators Association of California Fall 2014 Conference September 17-19, 2014 Wine & Roses Conference Center Lodi, CA CPAAC Board Brian Ring President Tami Douglas-Schatz Vice-President Martha Wilson Treasurer Suzanne Mason Secretary Ted Cwiek Immediate Past President
Table of Contents WEDNESDAY AGENDA... 5 SPRING CONFERENCE MEETING MINUTES... 9 TREASURER S REPORT... 11 OPERATIONAL ISSUES BEST PRACTICES... 17 CSAC INSTITUTE DISCUSSION... 21 THURSDAY HEALTHCARE REFORM UPDATE... 25 PANEL DISCUSSION... 49 PERB S BUSY YEAR - YEAR IN REVIEW... 57 FRIDAY LEGISLATIVE UPDATE... 61 GENERATIONS IN THE WORKPLACE... 77 SPEAKER BIOS... 98 SPONSORS... 104 LIST OF ATTENDEES... 106 Looking Out at the Horizon 3
AGENDA Wednesday, September 17 10:00 a.m. Pre-Conference CalPERS Health Meeting (CalPERS Health Agencies welcome to attend) 12:00 p.m. Officers Meeting & Lunch 1:00 p.m. Call to Order & Welcoming Comments: Brian Ring, President, CPAAC Approval of Agenda Review of March 2014 Meeting Minutes (will be approved on Thursday) Officer Reports President Vice President Treasurer Secretary Brian Ring Tami Douglas-Shatz Martha Wilson Suzanne Mason 1:15 p.m. Introductions Nominating Committee Ted Cwiek Donna Vaillancourt Recognition of New Members Regional Connection 2:00 p.m. Operational Issues - Best Practices: Group Discussion 3:00 p.m. CalHR Merit Systems Update 3:15 p.m. Break 3:30 p.m. CSAC Institute Discussion Bill Chiat 4:30 p.m. Round Table I 4:55 p.m. Parking Lot & Action Item Recap 5:00 p.m. Adjourn 5:15 p.m. Optional Wine Tasting Please RSVP with your Registration Sponsored by Liebert Cassidy Whitmore 6:15 p.m. No Host Dinner Looking Out at the Horizon 5
AGENDA Thursday, September 18 7:30 a.m. Continental Breakfast/Omelet Bar 8:30 a.m. CPAAC Committee Reports/Miscellaneous Items Regional Meeting Reports - Region Mentors Committee Reports (if any) Approval of March Meeting Minutes Approval of Bylaws Life Member Nominations Nomination of Officers 9:00 a.m. Round Table II 9:30 a.m. Morning Break 9:45 a.m. Healthcare Reform Update Kristine Blanco, Alliant Latest update on the ACA Employer reporting requirements 11:00 a.m. Round Table III 12:00 p.m. Lunch 1:00 p.m. Panel Discussion Jack Hughes, Charles Sakai, Mark Gregersen, Robert Muszar 4:00 p.m. Afternoon Break Impacts/Strategies of Mandatory Fact Finding on all M&C Items Bargaining Strategies Post Recession IHSS Issues Overtime, MOE s, ACA Impacts, State Takeover Strategies for dealing with AB 537 30 day timeline to act upon Tentative Agreements 4:15 p.m. PERB s Busy Year Year in Review Micki Callahan 5:00 p.m. Adjourn 6:00 p.m. Social Hour 6:45 p.m. Dinner (Sponsored by Renne Sloan Holtzman Sakai) 6 County Personnel Administrators Association of California 2014 Fall Conference
AGENDA Friday, September 19 7:30 a.m. Continental Breakfast/Omelet Bar 8:30 a.m. Presentation Legislative Update Faith Conley, CSAC 9:30 a.m. Break 9:45 a.m. Generational Differences in the Workplace The Center for Organization Effectiveness Trudy Sopp, Sommer Kehrli 11:30 a.m. Final Round Table and Parking Lot & Action Items 12:00 p.m. Adjourn 12:15 p.m. Officers Luncheon Looking Out at the Horizon 7
Treasurer s Report Looking Out at the Horizon 11
12 County Personnel Administrators Association of California 2014 Fall Conference
Looking Out at the Horizon 13
14 County Personnel Administrators Association of California 2014 Fall Conference
Operational Issues Best Practices Group Discussion
CSAC Institute Discussion Bill Chiat
Healthcare Reform Update Kristine Blanco Alliant
Looking Out at the Horizon 27
28 County Personnel Administrators Association of California 2014 Fall Conference
Looking Out at the Horizon 29
30 County Personnel Administrators Association of California 2014 Fall Conference
Looking Out at the Horizon 31
32 County Personnel Administrators Association of California 2014 Fall Conference
Looking Out at the Horizon 33
34 County Personnel Administrators Association of California 2014 Fall Conference
Looking Out at the Horizon 35
36 County Personnel Administrators Association of California 2014 Fall Conference
Looking Out at the Horizon 37
38 County Personnel Administrators Association of California 2014 Fall Conference
Looking Out at the Horizon 39
40 County Personnel Administrators Association of California 2014 Fall Conference
Looking Out at the Horizon 41
42 County Personnel Administrators Association of California 2014 Fall Conference
Looking Out at the Horizon 43
44 County Personnel Administrators Association of California 2014 Fall Conference
Looking Out at the Horizon 45
Panel Discussion Charles Sakai Jack Hughes Mark Gregersen Robert Muszar
Looking Out at the Horizon 51
52 County Personnel Administrators Association of California 2014 Fall Conference
Looking Out at the Horizon 53
54 County Personnel Administrators Association of California 2014 Fall Conference
PERB s Busy Year - Year in Review Micki Callahan
Legislative Update Faith Conley CSAC
Looking Out at the Horizon 63
64 County Personnel Administrators Association of California 2014 Fall Conference
Looking Out at the Horizon 65
66 County Personnel Administrators Association of California 2014 Fall Conference
Looking Out at the Horizon 67
68 County Personnel Administrators Association of California 2014 Fall Conference
Looking Out at the Horizon 69
70 County Personnel Administrators Association of California 2014 Fall Conference
Looking Out at the Horizon 71
72 County Personnel Administrators Association of California 2014 Fall Conference
Looking Out at the Horizon 73
74 County Personnel Administrators Association of California 2014 Fall Conference
Generations in the Workplace Sommer Kehrli, Ph.D. Gen Xer/Yer Trudy Sopp, Ph.D. Baby Boomer
Looking Out at the Horizon 79
80 County Personnel Administrators Association of California 2014 Fall Conference
Looking Out at the Horizon 81
82 County Personnel Administrators Association of California 2014 Fall Conference
Looking Out at the Horizon 83
84 County Personnel Administrators Association of California 2014 Fall Conference
Looking Out at the Horizon 85
86 County Personnel Administrators Association of California 2014 Fall Conference
Looking Out at the Horizon 87
88 County Personnel Administrators Association of California 2014 Fall Conference
Looking Out at the Horizon 89
90 County Personnel Administrators Association of California 2014 Fall Conference
Looking Out at the Horizon 91
92 County Personnel Administrators Association of California 2014 Fall Conference
Looking Out at the Horizon 93
94 County Personnel Administrators Association of California 2014 Fall Conference
Looking Out at the Horizon 95
Speaker Bios Kristine K. Blanco Kristine K. Blanco is an attorney and the Director of Compliance for Alliant Insurance Services Employee Benefits practice. Kristine is a graduate of the University of Arizona College of Law and has been working in employer health and welfare plan compliance for private and public sector employers since 2006. She is experienced with a broad range of employee benefits topics, including HIPAA, ERISA, COBRA, and the ACA. Kristine previously practiced law at a national, management-side labor and employment law firm, Seyfarth Shaw. While in private practice, Kristine provided counsel to a broad range of clients and represented them before governmental agencies and in state and federal courts. She regularly advised clients on integrating state and federal leaves of absence, workplace discrimination and harassment laws, and on disability protections and accommodations. Kristine has over 12 years of experience advising clients and working with them to understand their legal obligations. Her consulting work focuses on pragmatic approaches and developing compliant solutions for clients based on each client s specific needs and industry. Micki Callahan Micki Callahan Micki Callahan was appointed as the Director of Human Resources for the City & County of San Francisco on October 9, 2007. Ms. Callahan first joined the Department of Human Resources in October of 2005 as the Employee Relations Director. In this capacity Ms. Callahan was responsible for directing the negotiations of labor agreements covering the City's 28,000 employees and managing the City's labor relations program, including labor contract administration, dispute resolution, and training. Prior to joining the Department of Human Resources, Ms. Callahan spent ten years with the State Mediation and Conciliation Service, and served as the Supervisor of Conciliation from 2000 through 2005. Before she became a mediator, Ms. Callahan spent fourteen years working as a union representative with the Service Employees International Union and the California Nurses Association. Ms. Callahan was born and raised in Massachusetts, and has been a California resident since 1984. Ms. Callahan received her BA from the University of Massachusetts, Amherst. 98 County Personnel Administrators Association of California 2014 Fall Conference
Bill Chiat Bill Chiat is Dean of the CSAC Institute and president of Alta Mesa Group, LLC. His expertise spans 35 years in local and state governments. He served as County Executive Officer of Napa County and Director of Organizational Effectiveness in Santa Barbara County. Mr. Chiat has held executive positions in city and special district governments, including several regional agencies and joint power authorities. From 2004 to 2012 Mr. Chiat served as Executive Director of the California Association of Local Agency Formation Commissions. At the state level, he served as Executive Director of the Arizona Governor s Office for Excellence in Government and led the state s executive education program. Mr. Chiat provides facilitation services and organizational development, leadership and governance consulting to local governments throughout the West through his consultancy, Alta Mesa Group, LLC. Mr. Chiat has a B.S. from the University of Minnesota and a M.S. in natural resources administration from the University of Michigan. He is a graduate of the Senior Executives in State and Local Government Program from the Kennedy School of Government at Harvard University. He has research and taught numerous courses in public agency leadership, organizational structure, governance and operations over the last 30 years. In 2012 Mr. Chiat received the Michael Gotch Courage and Innovation in Local Government Award from the California Association of Local Agency Formation Commissions, and was recognized by the California State Legislature for his work with local governments. Faith Conley Faith Conley is a Legislative Representative for the California State Association of Counties (CSAC) in the Employee Relations and Human Resources policy area. Prior to joining CSAC in March 2008, she was the Legislative Director for Senator Bob Huff, charged with the management of the Member s legislative agenda in the areas of the state budget, education and public safety. Previously, Conley was chosen for the prestigious Chief Clerk of the Assembly Floor Analysis internship, serving at the behest of Chief Clerk E. Dotson Wilson. Conley received a Bachelor s degree in Government-Journalism from the California State University, Sacramento. Looking Out at the Horizon 99
Mark Gregersen Mr. Gregersen recently rejoined the firm s Public Management Group (PMG) after spending a year as the Director of Labor and Work Force Strategy for the City of Sacramento. Mr. Gregersen has many years of local government human resource management and labor relations experience in the states of Wisconsin, Nevada and California. His experience includes all human resource management functions: classification and compensation, recruitment and selection, training and organizational development, workers compensation and risk management, labor relations, payroll and benefits administration; and equal employment opportunity. His labor relations experience is extensive having negotiated over 60 public sector labor contracts which included representing employers in the impasse processes of mediation, fact-finding and binding interest arbitration. Mr. Gregersen most recently served as the Director of Labor and Work Force Strategy for the City of Sacramento, and previously he has served as human resources director for several other area agencies and has been an assistant county manager in Nevada. Mr. Gregersen has both a bachelor s and master s degree in business administration from the University of Wisconsin. Jack Hughes Jack Hughes joined Liebert Cassidy Whitmore as an associate attorney in 1996. Since then he has worked in all aspects of the firm's labor and employment law practice. Jack has been involved in public-sector employment law trial and appellate court litigation on behalf of a number of cities, with several published decisions to his credit including Robison v. City of Manteca 78 Cal.App.4th 452, 92 Cal.Rptr.2d 748, City of Palo Alto v. Service Employees International Union 77 Cal.App.4th 327, 91 Cal.Rptr.2d 500, and Smith v. City of Napa 120 Cal.App.4th 194, 14 Cal.Rptr.3d 908. Jack has served as labor negotiator for city, county and special district clients, and has represented charter cities in labor negotiation impasse interest arbitration proceedings. He has successfully negotiated Memoranda of Understanding involving police officers, sheriff deputies, correctional officers, probation officers, firefighters, supervisory staff, clerical staff, maintenance employees and other blue-collar professions, in-home support service employees and most other public sector classifications. 100 County Personnel Administrators Association of California 2014 Fall Conference
Jack is also one of the experienced presenters in the firm's renowned management and supervisory training programs. Jack has conducted hundreds of training seminars for municipal, county, special district and federal agencies. Jack specializes in training on protected status discrimination/harassment/retaliation, supervisor skills, labor relations/negotiations, leave laws, disability laws, workplace violence, free speech, disciplinary procedures, grievance procedures and effective performance evaluations among others. Sommer Kehrli, Ph.D. Sommer Kehrli is the Executive Director for The Centre for Organization Effectiveness. Established in 1993, The Centre is a Joint Powers Authority providing innovative management programs, training, forums and organization development interventions for over 110 public, non-profit and private organizations. Her background includes leading large-scale change management and employee engagement efforts, facilitating executive retreats and teambuilding workshops, coaching leaders of all levels, designing training programs, conducting research, and creating assessment instruments. Sommer has designed several development programs for executives, middle managers, supervisors, and front-line employees. Sommer's presentation expertise is in performance improvement and measurement, emotional intelligence, generational differences, employee engagement, change, communication, resilience and adaptability, and strategic agility. Sommer is a TalentSmart master certified trainer and facilitator in Emotional Intelligence. Sommer s research on global business and her extensive travels give her an expansive view of business abroad. She has studied in Austria, the factories of Thailand, and the maquiladoras of Mexico. Sommer has experience in both the private and public sectors. She has worked with local and state government, pharmaceutical companies, healthcare organizations, and universities. Sommer worked at Kaiser Permanente in Northern California as the Director of Performance Improvement and as an Organization Development Consultant. In these roles, she was responsible for creating an organizational culture change in a multi-union environment with a focus on improving performance through employee engagement, effective leadership, front-line improvement teams, and measurement in both hospital and clinic settings. Looking Out at the Horizon 101
Sommer has a Ph.D. and Masters degree in Industrial/Organizational Psychology from the California School of Professional Psychology and a Bachelor of Science in Psychology from Santa Clara University. Sommer is a member of the American Psychological Association, Society for Industrial and Organizational Psychology, American Society for Public Administration, International City/County Management Association, Association for Talent Development, and Organization Development Network. Sommer is also a fellow in the UCSF - Center for Health Professions Change Agent Program. Robert Muszar Robert is the Interim County Administrative Officer of the County of Colusa and has over 30 years of experience developing and teaching a variety of management and labor-relations training courses. Charles Sakai, Renne Sloan Holtzman Sakai LLP Charles Sakai is a founding partner of the Firm. He practices in the areas of employment and labor law, focusing on traditional labor relations, including unit determinations and modifications, representation and decertification elections, collective bargaining, interest arbitrations, contract grievances and rights arbitration, and unfair labor practice charges. Charles began his career at the California Department of Personnel Administration, where he represented the State before the State Personnel Board (disciplinary hearings), Public Employment Relations Board ( PERB ) (unfair practice charges), and grievance arbitrators. He also advised various state departments on labor relations and personnel matters and handled litigation in State and Federal Courts, including civil writs, and Fair Labor Standards Act litigation. In 1996, he accepted a Governor s appointment as a Legal Advisor to a member of the PERB, where he drafted legal memoranda and decisions and worked with other Board members and legal advisors to interpret and develop California s public sector labor relations laws. He also assisted the General Counsel s office in investigating unfair practice charges, assisted the Board in deciding requests for Injunctive Relief, and represented the agency in appellate litigation. During his tenure with PERB, Charles taught Labor and Employment Law and Legislation for the University Extension program at the University of California at Davis. 102 County Personnel Administrators Association of California 2014 Fall Conference
Trudy Sopp, Ph.D. Dr. Trudy Sopp is the Founder & Consulting Partner of The Centre for Organization Effectiveness. Established in 1993, The Centre is a Joint Powers Authority providing innovative management programs, training, forums and organization development interventions for over 110 public, non-profit and private organizations. Since founding The Centre, Trudy has consulted to over 45 state and local elected officials, 50 City Managers, County Administrators, and CEOs throughout California, 25 boards and commissions, and numerous management groups in local and state agencies, cities, counties, healthcare organizations, water agencies, non-profit agencies, educational institutions and small, local businesses. In her work with these organizations, Trudy has coached them through their organizational transitions, the leadership requirements of their positions, and numerous critical decisions. Consulting to elected officials has been a unique contribution of Trudy s work. In addition, the management academies she has facilitated since 1996, have reached over 2,500 participants. Prior to founding The Centre, Trudy managed the City of San Diego s Organization Effectiveness Program (from 1983-93) and the award-winning Diversity Commitment. These change efforts received recognition from the League of California Cities, Rutgers University Productivity Council, and the San Diego Business Journal. Trudy received her Ph.D. ( 82) in Sociology from the University of Toronto where she specialized in planned change and organizational intervention strategies. Frequently an invited guest speaker at conferences, Trudy s presentation topics include: Organizational Power and Politics; Cross- Generational Issues; Managing During These Challenging Times; Executive Protocol; Board Governance.; and Creating a Respectful Work Environment. Trudy co-authored numerous articles over her career in Western City magazine, HR Magazine, National Civic Review, and ICMA s Creative Personnel Practices book. Looking Out at the Horizon 103
Sponsors And our gratitude to our presenters for the gift of their time and wisdom. 104 County Personnel Administrators Association of California 2014 Fall Conference
List of Attendees County Last First Email Alameda Baron Cynthia cbaron@acgov.org Butte Ring Brian bring@buttecounty.net Colusa Lovelace Cindy clovelace@countyofcolusa.org Kern Krebs Ginny krebsv@co.kern.ca.us Lake Ferguson Kathy kathy.ferguson@lakecountyca.gov Los Angeles Garrett Lisa lgarrett@hr.lacounty.gov Marin Peterson Joanne jpeterson@marincounty.org Merced Barrera Marci mbarrera@co.merced.ca.us Napa Mason Suzanne suzanne.mason@countyofnapa.org Nevada Wilson Charlie charlie.wilson@co.nevada.ca.us Orange Danley Steve steve.danley@ocgov.com Riverside Stock Mike mstock@rc-hr.com Sacramento Devine David devined@saccounty.net San Francisco Callahan Micki micki.callahan@sfgov.org San Joaquin Cwiek Ted tcwiek@sjgov.org San Luis Obispo Douglas-Schatz Tami tdouglas-schatz@co.slo.ca.us San Mateo Vaillancourt Donna dvaillancourt@smcgov.org San Mateo Kiryczun Rocio rkiryczun@smcgov.org Santa Cruz McDougall Michael michael.mcdougall@santacruzcounty.us Shasta Davis Angela adavis@co.shasta.ca.us Solano Fox Marc mafox@solanocounty.com Sonoma Keywood Spencer wendy.macy@sonoma-county.org Stanislaus Bronstein Nancy bronsteinn@stancounty.com Sutter Arkens Jim jarkens@co.sutter.ca.us Sutter Leland Patty pleland@sutter.ca.us Tulare Sjostrom Rhonda rsjostro@co.tulare.ca.us Tuolumne Fremd Ann afremd@co.tuolumne.ca.ys Ventura Shirk Kelly kelly.shirk@ventura.org Yuba Wilson Martha mwilson@co.yuba.ca.us Yuba Abel Jill jabel@co.yuba.ca.us -Retired Cochran Georgia gcochran@cosb.us -Retired Turko Don turkhr@yahoo.com -Retired May Bill wandsmay@wildblue.net 106 County Personnel Administrators Association of California 2014 Fall Conference
List of Speakers Last Name First Name Organization Phone Email Blanco Kristine Alliant Callahan Micki City & County of 415-557-4845 San Francisco Chiat Bill CSAC 916-327-7500 Ext. 510 Conley Faith CSAC 916-527-7500 fconley@counties.org Gregersen Mark Renne Sloan Holtzman Sakai LLP Hughes Jack Liebert Cassidy Whitmore Kehrli Sommer The Center for Organizational Excellence Muszar Robert Colusa County Sakai Charles Renne Sloan Holtzman Sakai LLP Sopp Trudy The Center for Organizational Excellence 916-258-8807 mgregersen@publiclawgroup.com 415-512-3000 jhughes@lcwlegal.com 858-534-9142 skehrli@tcfoe.com 415-678-3808 csakai@publiclawgroup.com Looking Out at the Horizon 107