Summary

 

Purpose of Structural Diversity Assessment

 

§         The purpose of Component 1 is to assess the Structural Diversity Issues at the City of Tempe. The assessment identified existing diversity focused initiatives, their implementation, their effectiveness and the scope of their application in relation to the entire employee population.  

 

Parameters of Policies and Procedures Analysis

 

§         Review and analysis of the City of Tempe’s Rules and Regulations to assess their effectiveness and actual implementation.

§         Regulation terminology was tested for consistency or inconsistency with applicable municipal ordinances, Arizona Revised Statutes, and/or Federal guidelines.

§         Reviewed: (1) City of Tempe Personnel Manual, (2) all       relevant Administrative Memorandums, (3) all pending grievances initiated by current or former employees of the City of Tempe and (4) the proposed revisions to City of Tempe’s Personnel Rules and Regulations as set forth in Tempe City Council Resolution No. 2002.10.

 

 

Parameters of Comparable Cities Research

 

§         External review of cities matching Tempe’s demographics.

§         Major factors of selection:

§         1.Population size (plus / minus 5%)

§         2.Population ethnic diversity mix

§         Cities reviewed

§         48 considered.

§         8 selected.

§         3.  Amarillo, TX, Chandler, AZ, Huntington Beach, CA, Reno,       NV, Rockford, ILL, Santa Clarita, CA, Santa Rosa, CA, and Tacoma, WA

 

 

Parameters of Best Practice Research

 

§         Research on public and private sector diversity-focused best practices.

§         Examination of current practices within the City in specific areas of organizational structure identified as diversity sensitive.

§         Review and analysis of the City of Tempe’s Rules and Regulations to determine use of best practices.

 


A Positive Foundation Exists for Structural Improvement

 

§         The City of Tempe’s Policies and Procedures are thorough, yet standard in their content when compared with other cities of comparable size.

§         The City of Tempe appears to be ahead of the curve in its desire for a comprehensive understanding of diversity as part of a total culture/organization, as compared to other cities of its size.

§         The City does a good job of communicating information to its employees.

 

 

§         Tempe is sensitive to employee development as exemplified by the establishment of the Tempe Learning Center.

§         The City has more work-life balance programs than the       private industry average.

§         Current senior management has captured the trust of employees which provides an excellent opportunity for strengthening the structural foundation.

 

 

Key Findings

 

§         The City’s personnel system purposes should provide a general statement citing its commitment to creating a diverse workplace.  

§         The Personnel Policies should indicate the point when a memorandum will be submitted to employee organizations for their review and how/to whom employee comments can be submitted.

§         Post administrative memoranda on the City website in order to invite employee participation in the review process.

§         Clarify competency skills tested and skills actually utilized in an employee’s duties for Bilingual Pay.

§         Provide for employees who have regular interaction with the public in a language other than English but have not been authorized for Bilingual Pay.

§         The City Manager should monitor Dept. Head decisions regarding reinstatement, transfers, demotions and probationary employees.

§         Department Managers should have a monitoring process for step increase action or inaction involving unclassified employees.

§         Clarify policies on actions that arise out of a “personal or social relationship and that are not intended to have a discriminatory employment effect” to be consistent with state and federal civil rights laws.

§         Adopt the “dangerous instrument” definition contained in state          law to encompass those instruments that, when used in an aggressive manner, constitute a serious danger.

§         Amend policy on sexual harassment in the workplace policy to        impose a restriction on music and images of an obscene or sexually explicit nature.

§         All employees should be fully informed regarding action they can take if they are experiencing intolerable working conditions within the City even if they have limited English writing skills.

§         Amend employee layoff policy to include performance, seniority, business necessity, as well as diversity when determining the layoff process.

§         Amend the provision which allows for dismissal when “an employee has lied …during an external or internal investigation” as the policy is so broad it could lead to unintended consequences.

§         Amend rules to provide for alternative reporting procedures where the HR Manager or the Dept. Manager is the person alleged to have engaged in the sexual harassment of an employee.

§         Investigative procedure rules for sexual harassment should be amended to require that the harassing employee not engage in retaliation against the complainant.

§         Establish policies for immediate disciplinary action in the event of retaliatory conduct.

§         Amend Victim’s Rights leave policy to include family of victims.

§         Ensure that management and employees compile the list of approved external mediators for inclusion on an Advisory       Hearing Committee for grievance proceedings.

§         The final arbiter of a grievance proceeding (the City Manager)         should provide a written basis for any determination that deviates from the recommendation received.

§         Consistently follow time frames for grievance procedures as set forth in the Rules and Regulations should be consistently followed.

§         Establish a standard grievance reporting form that can be easily accessed by City employees.

§         Establish a standard disposition form that can be inserted in an employee’s file at the conclusion of the grievance process.

§         The City Family Leave policies should include an employee and his/her spouse/domestic partner when both are employed with the City and leave is needed for the birth or adoption of a child or to care for a sick parent.

§         Require notice of any employees who are either a plaintiff or defendant in an order of protection if, and only if, the City is prepared to take precautionary actions based on the information. 

§         Include notification of law enforcement in city procedures to ensure that professionals with the authority to take appropriate action investigate workplace violence    incidents.

§         Identify a specific individual or group of individuals who may exercise this authority when carrying out search and/or inspection of City of Tempe property utilized by employees, to ensure that all employees are handled in a consistent manner. 

§         Such individuals in above role should receive specific training from experienced law enforcement officers on both the search seizure law and safety issues.

§         Possibilities for Retaliation are present under current sexual harassment policies.

§         Develop objective standards for determining “merit” as it relates to employment and promotion decisions that apply to all employees across all departments.

§         Further evaluate the MST curriculum to incorporate additional         best practices of diversity initiative training and career development competencies.

§         Develop initiatives to identify internal and external high potential women and people of color candidates for employment and career development.

§         Develop clear performance expectations for all levels of management that reflect the city’s priority of diversity and career development competencies at all levels of employment.

§         Develop employee task force groups to study feasible additions and modifications to work-life balance initiatives with an emphasis on diversity enhancement.

§         Develop and initiate a method of evaluating the progress toward the successful implementation of diversity initiatives and career development competencies.

§         Review the effectiveness of the Tempe Employee Council

§         Consider establishing a Diversity Awareness Program within the City.

§         Tie promotion and/or compensation to their diversity goals in order to strengthen accountability to such goals.

 

 

Serious Problems Exist Within the City Structure

 

§         The City should clarify its policy on Individual Development Plans (IDP) for the following reasons: 

·        The consequences for an employee’s lack of participation in the IDP are not clear. 

·        Potential deficiencies in best practices career development competencies.

·        The language is ambiguous regarding disciplinary action due to lack of progress depending on whether an employee participates or not.

·        With the elimination of the annual Performance Evaluation, there does not appear to be a means for evaluating an employee’s job performance for salary purposes.

§         44% of all grievances filed with the City were generated by employees in the Public Works Department.

§         20% of all grievances filed were generated by employees of the Police Department.

§         The City has a serious lack of uniformity in the documenting employee grievances.

 

 

Thumbnail Sketch Summary of Structural Assessment

 

§         There are a wide variety of areas where the City Manager and Department Managers are granted considerable and unfettered discretion in addressing employee issues which has resulted in the inconsistent treatment of employees.

§         Some of the City’s rules and regulations are not “diversity friendly”.

§         The IDP is woefully inadequate in its proposed form because of its significant limitations regarding participation and pay increases.

 

 

Summary of Structural Assessment Research

 

§         Policies and procedures need further improvement in order to comply with the City’s stated commitment to creating a       diverse workplace.

§         Tempe leads other comparable cities as it relates to focusing on a diverse workforce, however there are some specific areas of improvement needed.

§         There are a wide variety of areas where the City Manager and department managers are granted considerable discretion in addressing employee issues, which has resulted in the inconsistent treatment of employees.

§         Some of the city’s rules and regulations are not “diversity friendly.”

§         The IDP is inadequate in its proposed form because of significant limitations regarding participation and pay increases.


Component I: Assessment of Structural Diversity Issues

 

A.  Summary of Policies and Procedures Analysis

 

 

The analysis of the Tempe Rules and Regulations indicates that there are a wide variety of areas where the City Manager and Department Managers are granted considerable and unfettered discretion in addressing employee issues.  This amount of discretion, without guidance or parameters, has resulted, and will continue to result, in the inconsistent treatment of employees.  The reason for such disparate treatment is based on the fact that it is almost entirely dependent upon the individual who serves in the post of City or Department Manager.  That inconsistency will, often times, have a disproportionate, adverse impact upon the City’s diverse employees and can lead to an employee perception of unfairness that can contribute to poor employee morale.

 

As more specifically noted in the body of this report, there were occasions where the proposed revisions and/or modifications adequately addressed some of the issues identified during the analysis of the current rules and regulations.  There were, however, other instances where some of the issues identified in analysis were merely carried forward in the proposed revisions of the rules and regulations.  Finally, there were also instances where the proposed revisions raised an entirely new set of issues and concerns that may not have existed under the current rules and regulations.  Due to the fact that the City of Tempe’s revisions have not been fully adopted and continue to be a “work in progress,” every effort was made to provide a thorough analysis of both sets of rules and regulations.

 

It is apparent that some of the City’s rules and regulations are not “diversity friendly.”  There are numerous rules, both current and proposed, that appear on their face to be diversity neutral. However, when considering the manner in which these rules are actually implemented and the groups of employees most directly impacted, it becomes very apparent that some of the City’s employee regulations conflict with the general objective of providing a diverse workplace.  It is, therefore, absolutely essential that the City alter the structure of the examinations of these, and future, rules and regulations to incorporate a diversity perspective.

 

While the foregoing conclusions are general in nature, there is one section of the rules and regulation that is worthy of specific attention given its importance to employees.  That area involves the proposed replacement of the Employee Performance Evaluation Program (EPEP) with the Individual Development Plan (IDP).  Should the City elect to discard its standard method of evaluating employees for salary increases on a regular basis, it is critical that the alternative program include some means for addressing salary considerations.  Unfortunately, the IDP is woefully inadequate in its proposed form because of its significant limitations regarding participation and pay increases.  In the absence of the City adopting a standard method for evaluating employees and awarding pay increases, City employees will become extremely disenchanted.  The failure to provide such a method invites arbitrary and capricious conduct that can be fatal to any organization.  It is strongly urged that this issue be addressed immediately.


Component 1: Assessment of Structural Diversity Issues

 

Section A.  Review of Personnel Rules and Regulations

 

Overview

 

A significant portion of the Component I of the Tempe Diversity Audit consisted of a thorough review and analysis of the City of Tempe Personnel Rules and Regulations.  This review and analysis not only focused upon the specific rules and regulations but also the actual implementation of the rules and regulations.  There were four primary sources of information that were utilized in the course of this portion of the audit.  These sources included (1) the City of Tempe Personnel Manual (commonly referred to as the Personnel Rules and Regulations) last revised on August 12, 1999, (2) all relevant Administrative Memorandums relating to the interpretation and/or implementation of the City of Tempe Rules and Regulations, (3) all pending grievances, complaints and/or claims initiated by current or former employees of the City of Tempe and (4) the proposed revisions to City of Tempe’s Personnel Rules and Regulations as set forth in Tempe City Council Resolution No. 2002.10.  The assessment was conducted by Gary Husk, President of Jamieson and Gutierrez.

 

Inasmuch as the City of Tempe is in the midst of revising its personnel rules and regulations, it was necessary to review, compare and contrast both the current and proposed rules and regulations.  As more specifically noted in the body of this report, there were occasions where the proposed revisions and/or modifications adequately addressed some of the issues identified during the analysis of the current rules and regulations.  There were, however, other instances where some of the issues identified in analysis were merely carried forward in the proposed revisions of the rules and regulations.  Finally, there were also instances where the proposed revisions raised an entirely new set of issues and concerns that may not have existed under the current rules and regulations.  Due to the fact that the City of Tempe’s revisions have not been fully adopted and continue to be  “work in progress”, every effort was made to provide a thorough analysis of both sets of rules and regulations.  The following is a narrative of all of the major issues identified in the analysis of the City of Tempe Rules and Regulations (current and proposed):

 

Rule 1:

General Provisions

 

Purpose and Legal Requirements.

In its recitation of the purposes for the personnel system, the City may want to consider providing a general statement citing its commitment to creating a diverse workplace for its employees.  Such a statement would certainly demonstrate the importance that the City places on this issue and may provide greater encouragement for employees to attain this objective.

 

Although there is no similar provision contained in the current rules and regulations, the proposed revisions require that all administrative memoranda must be approved by the City Council and are to be submitted for review by the Tempe Officers Association, the United Phoenix Firefighters Association, Local 493, Tempe Chapter and the Tempe Employees’ Council.  While the desire to involve Tempe’s various employee organizations in the review of administrative memoranda is admirable, further clarification of this process is recommended.  For instance, this section should specifically indicate the point in the process when the memoranda will be submitted to the employee organizations.  Obviously, the involvement prior to City Council approval is more appealing to employees rather than subsequent to City Council approval of the memoranda.  In addition, this provision should be clarified to indicate whether the review includes an opportunity to provide comment and to whom those comments should be addressed.  Finally, the City may want to consider posting administrative memoranda, particularly if comments are being solicited, on the City’s website in order to invite participation in the review process from those employees who may not necessarily be active in the three employee organizations noted but would welcome the opportunity to review administrative memoranda.      

           

Unclassified Service. 

The various rights of unclassified employees are set forth in this section of the rules and regulations.  The unclassified service includes employees in which administrative necessity dictates that the positions be responsive and accountable to City policy or are temporary and provisional in nature.  Currently, there is no provision for a step increase for “regular unclassified employees” within the employment of the City of Tempe.  This is problematic in that it hinders a manager’s ability to reward productive employees whose status happens to be “unclassified”.  Undoubtedly, this has the potential for creating serious morale problems among “unclassified” employees and may pose an undue hardship on the City’s diverse employee population.

 

The proposed revision of this section attempts to address this issue by providing authority for step increase eligibility for “regular unclassified employees” after six months of employment.  The Department Manager is granted the sole discretion to approve the step increase and there does not appear to be any recourse for employees who may be denied or not considered for a step increase.  The City is encouraged to place some limitations on the discretion of Department Managers by establishing a monitoring process for step increase action or inaction involving unclassified employees.  Through this process, the City Manager would be in a better position to identify potential problems and impose further limitations on Department Managers when appropriate.  Alternatively, the City may choose to provide regular unclassified employees with some form of appellate review for inaction related to a step increase after six months have elapsed.

 

The current rules and regulations provide a standard guarantee of equal employment opportunity regardless of “race, color, religion, disability, sex, age or national origin”.  Although this language is appropriate, it fails to address the issue of “sexual orientation” that is present elsewhere in the city’s policies.  The proposed revision to this section inserts the term “sexual orientation” thereby ensuring that employment opportunities will not be denied based on one’s sexual orientation.

 

Under the existing rules, the Human Resources Director is responsible for a variety of personnel functions including promoting employee safety and the development of employee appellate rights.  These are significant responsibilities that require substantial expertise and are not usually delegated to the Human Resources Director.  Cleary, issues relating to appellate and due process rights are more suited to be addressed by the City Attorney.  Thus, the proposed revisions eliminate these duties for the Human Resources Manager and insert a general responsibility for employee fringe benefits.  This modification appears to be more appropriate given the skill and expertise of the Human Resources Department.

 

Rule 2:

Compensation and Classification

 

Premium Pay. 

The issue of premium pay is not addressed in the existing rules but has been inserted in the proposed revisions.  Of particular concern to this review is the process whereby employees qualify for Bilingual Pay.  Although any employee who is fluent in a language other than English and has regular interaction with the public using a language other than English may qualify for such compensation, one can assume that a majority of these employees will be ethnic minorities who are fluent in their native language.  Therefore, there is a high probability that this provision may have a direct correlation with a diverse workforce.  In reviewing the Bilingual Pay section, there are two conditions that must be met in advance of an employee receiving such compensation.  These conditions are (1) receiving authorization from the Department Manager and (2) successfully completing the “required competency examination for their position.”

 

The proposed rule grants the Department Manager complete discretion to authorize Bilingual Pay and there does not appear to be a means for monitoring that discretion.  In addition, there is a requirement that eligible employees successfully complete a competency examination for “their position”.  First, the terminology does not adequately indicate that the competency examination relates to the employee’s skills in a language other than English.  When read literally, the proposed language would seem to suggest that the competency examination relates to the employee’s “position” versus the employee’s fluency in a second language.  The manner in which the examination is developed and implemented is an area of great concern.  It is critical that there be a correlation between those skills tested and those skill actually utilized in the performance of an employee’s duties and responsibilities.  Finally, there is no provision that addresses the issue of an employee whose position requires interaction with the public in a language other than English but whose Department Manager has not authorized Bilingual Pay or the employee has failed to pass the competency examination but continues to have interaction with the public in another language.  In this situation, it is important that the City have some alternative available that does require the employee to perform tasks without proper compensation.

 

Rule 3:

Employment  

 

This section of the rules and regulations established the procedure for promotional and open competitive lists.  Under the current rules, the Department Director is granted the authority to retire an eligibility list that has one or two names.  This discretion is significant, appears to be unchecked and may have an adverse impact on diversity in the event a Department Director chooses to circumvent the City’s diversity policies.  Under the proposed revision of this section, the Department Manager may retire an eligibility list of “three or fewer names” with the approval of the City Manager.  This modification provides valuable oversight to the use of promotional and competitive lists and significantly reduces the possibility of discriminatory practices.

 

Section 304(C) presently permits only regular employees who have completed their initial probationary period to apply for promotional positions.  This provision, however, restricts temporary employees from being involved in any internal recruitment even in instances where the new position is within the same department or the temporary employee is currently occupying the position on a temporary basis.  Clearly, this hinders the City’s ability to attract experienced employees who may already be familiar with the particular position and its responsibilities but who happen to be classified as a temporary employee.  In addition, this particular provision can be a source of resentment and negative morale for temporary employees seeking a more permanent status within the organization.  These issues are, however, adequately addressed by the proposed revision to this section that permits temporary employees who have six months continuous full time employment within the same department to apply for the position they are currently occupying.  The City may wish to consider a further expansion to “similar positions” in other departments to afford more opportunities to temporary employees who have become familiar with municipal government.

 

The existing rules allow for Department Directors to make provisional appointments to meet immediate requirements in those cases where an employment list contains less than three names pursuant to Section 304(E).   As currently written, this provision affords the Department Director the means for circumventing the employment list procedure.  The discretion granted the Department Director is substantial and virtually unmonitored.  The discretion of the Department Director is reduced under the proposed modifications to the rules.  In particular, provisional appointments are entirely eliminated in favor of an external recruiting process in those instances where an internal recruitment effort resulted in three or fewer names.  This external process, however, can only be utilized with the approval of the City Manager.

 

Reinstatement. 

Presently, regular employees who resign from their positions may request to be placed on a reinstatement list through the Human Resources Director.  Once this request has been received, the Department Director must approve the request before the employee is actually placed on a reinstatement list only for the position occupied at the time of employee’s resignation or lower positions with the same classification series.  The proposed revisions impose additional reinstatement conditions that require the employee’s resignation did not occur during his/her promotional probationary and that the employee be of sufficient mental and physical condition to meet the performance requirements of the position.

 

As noted, the entire reinstatement process is contingent upon the approval of the Department Director/Manager.  In those instances where the resignation was directly attributed to problems associated with that same Department Director/Manager, the likelihood of reinstatement may be significantly reduced.  More importantly, that decision does not appear to be subject to review by any other individual or entity.  This discretion can, thus, be problematic and may hinder the City’s efforts to maintain a diverse workforce.  Therefore, it is suggested that all denials of reinstatement by Department Directors/Managers be reviewed by the City Manager.

 

Under the existing rules, employees reinstated within thirty days of their resignation date are considered to have continuous service for purposes of benefits and salary.  This time period is very brief and would severely limit the availability of restored salary and benefits for reinstated employees.  The revised rules extend this time period to one year and this will undoubtedly be more appealing to employees seeking reinstatement.  More importantly, however, this extension of time will translate to significant support for the City’s diverse employee population.

 

In addition, the revised rules do not permit sworn police personnel from having their seniority restored for purposes of shift selection.  Although there may well be a rational basis for distinguishing police officers from other employees who are required to work shifts, this provision may give sworn officers the impression that they have been singled out and entitled to less protection than other reinstated employees within the City.  Given the various issues surrounding the Police Department, the City may want to reconsider this particular provision.  At the very least, every effort should be made to explain the City’s rationale for this disparate treatment through the police officer’s association.

 

Probation. 

The current procedure relating to employee probation is quite confusing.  The revised provisions address this confusion through new policies that require specific documentation of the basis for extending an employee’s probationary period and the term of that extension.  Under the proposed revisions, an employee who successfully completes his/her probationary period may received a step increase “at the discretion of the Department Manager.”  It is recommended that this discretion be limited through a monitoring process established by the City Manager or an appeal process whereby employees can request that the denial of a step increase be reviewed by the City Manager.

 

Probationary employees are subjected to a variety of disciplinary actions that are not subject to administrative review or appeal to the Merit System Board.  In the absence of some type of monitoring system, there is the potential for these actions to circumvent the diversity policies of the City.  It is, therefore, recommended that detailed information be maintained by Human Resources regarding the discipline administered to probationary employees.

 

Both the current and proposed rules and regulations permit promoted probationary employees to return to their former position upon the approval of the Department Director/Manager.  This provision grants considerable discretion to the Director/Manager and there does not appear to be any type of administrative review of these decisions.  Inasmuch as this amount of unfettered discretion is ripe for abuse, it is recommended that the City Manager be provided the ability to monitor and review these determinations.

 

Rule 4:

Employee Status

 

Transfers.

The voluntary and involuntary transfer of employees is governed by section 401.  Pursuant to the current rule the hiring Department Director/Manager is afforded sole discretion to approved employee transfers from one position to another within the same classification.  The proposed revisions to this particular rule impose the additional requirement that employees seeking voluntary transfers be “on the appropriate eligibility list”.  The amount of discretion, without any apparent oversight, afforded to the Department Director/Manager is a potential area of concern for the City.  In addition, there is the potential for exacerbating this discretion through the use of “eligibility lists” that are not fully defined in the rules and regulations.

 

Demotions. 

Similar concerns from the unfettered discretion of Department Director/Managers arise from the Voluntary Demotion/Demotion process outlined in Section 402 of both the current and revised rules.  Actions taken by a Department Director/Manager regarding the demotion process, such as reassignment to probationary status, are not subject to review by any other entity or individual.  Again, there does not appear to be any recourse for an employee who may be the victim of an abuse of discretion in this area.

 

The unlimited discretion of Department Directors/Managers combined with the general lack of recourse for employees wrongly denied such transfers may effectively obstruct the goal of providing a diverse workplace environment.  Thus, imposing checks and balances for these discretionary acts or, at least, a reporting requirement to the City Manager will provide some limitations on Department Directors/Managers discretion.

 

Layoffs. 

Section 403 establishes the Layoff process for the City of Tempe.  While providing a partial list of conditions that would warrant an employee layoff, that list is greatly expanded by granting the City Manager the sole authority to have a layoff “for other appropriate reasons” as he or she deems fit.  This affords the City Manager considerable discretion and the City Council may choose to require an approval of all conditions that warrant an employee layoff.  The selection process of employees affected by any layoff currently includes performance, seniority and business necessity as factors to be determined by the City Manager in implementing the layoff process.  The addition of “diversity” to this list, while not absolutely essential, would be an effective means for ensuring that a diverse workforce is preserved even during layoff conditions.

 

Finally, Section 403(E) may be problematic in that it essentially encourages layoffs to be based exclusively upon seniority through affording appellate rights only to an employee whose layoff was based upon “any reason other than seniority”.  Although providing this type of immunity to managers who base layoff decision solely upon seniority may appear to be good public policy, such a practice may have an adverse effect upon the City’s attempt to retain a diverse workforce.  Assuming, for instance, women and/or minorities lack the seniority of their Anglo male colleagues within a certain city department they would presumably be the first employees subjected to a “layoff”.  Further, this same group of women and/or minority employees would have absolutely no right to appeal their layoffs since it was based entirely upon a rationale – seniority - which is fully endorsed by the rules and regulations.  Consequently, this rule creates a significant opportunity for discrimination to occur in the layoff process under the guise of seniority retention preferences with absolutely no recourse for those employees selected for the layoff.

 

Resignation. 

Section 404 in both the current and proposed rules and regulations grants the Department Director/Manager complete discretion over an employee’s desire to withdraw his/her resignation and be reinstated and to interpret an unauthorized leave of absence as a “resignation”.  The rules and regulations are void of any constraints on this discretion in the form of a review of such decisions or a requirement that the Department Director/Manager provide documentation for such actions.   Unfortunately, such unbridled discretion may result in disparate treatment among employees within the City that may lead to a perceived unfairness among employees.

 

Disciplinary Action/Employee Performance Improvement. 

Section 406 (C) of the current rules provides a list of grounds for employee dismissal that is outdated and incomplete.  This list has been supplemented by the proposed revisions to include possession of weapons, misrepresentation during investigations, dishonesty in performance of job, misuse of electronic mail, false accusation against another employee/official. 

 

While the proposed revisions are an improvement over the current rules, there are several issues raised in the revisions.  First, the reference to Arizona Revised Statutes contained in 406(C)(27), deadly weapons, is inaccurate.  Second, the City may wish to adopt the “dangerous instrument” definition contained in state law so as to encompass those instruments that, when used in an aggressive manner, constitute a serious danger.

 

Thirdly, the City may want to consider amending the proposed revision set forth in 406(C)(28) that allows for dismissal when “an employee has lied about or misrepresented facts or circumstances during an external or internal investigation”.  Normally, such prohibitions against lies or misrepresentations are restricted to “material facts or circumstances” so as to ensure that a rational basis exists between the conduct and the dismissal.  For example, there may be instances where an employee, in the course of an internal investigation, misrepresents or fails to disclose some embarrassing personal information that is completely irrelevant and immaterial to the investigation.  In those instances, a termination of the employee may be extremely harsh and yet such action would be authorized in this proposed rule.  Thus, the overly broad nature of this rule may have unintended consequences.

 

Section 406(M) provides for the documentation of all disciplinary actions taken against an employee but the current rule does not provide an employee a right to review and or object to the contents of his/her personnel file.  The revised rule affords an employee a right to review the file and submit written objections to the contents of the file.

 

Section 406(R) imposes a written reporting requirement on employees who are experiencing intolerable working conditions within the City before the filing of a claim.  While this is consistent with Arizona law, it is critical that the City specifically informs its employees of this requirement and provides an effective means for reporting intolerable working conditions.  Further, the City may want to consider developing alternative means for receiving complaints from employees who may not have the fundamental English writing skills to comply with this section.  As currently drafted, this section has the potential to provide fertile ground for harassment and discrimination within the City and create an additional barrier to the diverse population.

 

Section 408 addresses the issue of sexual harassment in the workplace.  The definition of a “hostile work environment” contained in the current rule is inadequate given prevalence of obscene and/or sexually explicit music and virtual images that do not meet the definition of a “photograph or drawing”.  It is, therefore, strongly recommended that this section be amended to impose a restriction on music and images of an obscene or sexually explicit nature.

 

The exclusion of conduct or actions that arise out of a “personal or social relationship and that are not intended to have a discriminatory employment effect” is somewhat confusing.  This appears to provide a general protection for an individual to engage in sexual harassment in the event the individuals involved have a personal or social relationship.  Whether such a relationship exists is inconsistent with the state and federal civil rights laws.  In addition, the imposition of a specific intent requirement is also very problematic in that it creates an additional hurdle for employees who have been victimized by discrimination.

 

Conspicuously absent from the complaint procedure and investigative procedure for claims of sexual harassment are alternatives for instances where the Human Resources Manager or the Department Manager is the person alleged to have engaged in the sexual harassment of an employee.  It is suggested that the rules and regulations be amended to provide for alternative reporting and investigative procedures when the Human Resources Manager or the Department Manager may be the alleged offender.

 

The investigative procedure for charges of sexual harassment fails to require that the harassing employee not engage in any type of retaliation against the complainant.  The rules should be amended to reflect this important component of the process and protect the City from further potential liability.  In addition, the provision providing for the monitoring of the situation for retaliation where reassignment is not practical should be expanded to allow for immediate disciplinary action in the event of retaliatory conduct.

  

Rule 5:

Leave

 

Leave Without Pay. 

The existing rules and regulations allow employees up to a maximum of seventeen workweeks per calendar year in accordance with the Family and Medical Leave Act of 1993 for a variety of family reasons.  This leave, however, is reduced by fifty percent in the event that both the employee and his/her spouse/domestic partner are employed with City and the purpose of the leave is for the birth or adoption of a child or to care for a sick parent.  While the purpose of this provision is to reduce the impact of extended absences on municipal government, an unintended consequence may be to reduce morale among employees who have a spouse/domestic partner also employed with the City and encourage this group of employees to seek employment opportunities elsewhere.  Depending on the number of employees impacted by this rule and their particular positions, this could have an adverse effect on the City and its desire to maintain a diverse workforce.

 

Victim’s Rights Leave. 

Current personnel rules do not allow specifically provide for leave in those instances where an employee or member of that employee’s immediate family is a victim of a crime.  In such instances, an employee would be required to attend certain investigative and criminal proceedings that may take the employee away from his/her job for extended periods of time.  Inasmuch as employees do not choose to be victims of crime, the leave for this type of purpose is generally involuntary.  Unfortunately, women and minorities tend to be victimized by crime more than their Anglo male counterparts.  The inclusion of Victim’s Rights Leave in the proposed revisions to the rules and regulations is commendable.  As currently drafted, however, there are several issues worthy of discussion. 

 

The proposed language limits this unpaid leave to employees who are themselves victims of a crime and employees who have an immediate family member of a person who was “killed or incapacitated by a crime.”  While this latter restriction recognizes that employees may have a greater interest in the most serious crimes, it fails to recognize the value of family support for crime victims who may have actually survived their victimization.  It is important to note that the victim who survives a serious crime is generally subjected to the trauma of testifying in court and family support may be critical to that action.  It is, therefore, recommended that the immediate family member exception be extended to immediate family members who have been the victim of an attempted murder, aggravated assault, sexual assault, child sexual abuse and child abuse. Such an expansion will ensure that employees have the ability to be available to their immediate family members who have survived serious criminal offenses.

 

Catastrophic Leave.

The current rules and regulation do not provide for any form of catastrophic leave for employees who have experienced a non-job related incapacitating illness or injury that has caused an employee to be absent from employment for an extended period of time.  The proposed revisions to the rules and regulations provide for this leave as a last resort to employees and appear to be entirely appropriate.  

 

Rule 6:

Employee Rights, Responsibilities and Limitations

 

Individual Development Plan. 

Although not currently contained in the rules and regulations, the proposed revisions establish a voluntary Individual Development Plan (IDP) in lieu of the Performance Evaluation Program.  In reviewing the IDP provisions, the actual purpose of the plan is not particularly well articulated.  Although the IDP essentially replaces the annual Performance Evaluation which was used to determine salary consideration, the IDP process is “not related to any pay increase”.  In addition, an employee’s lack of progress towards completion of his/her personal development goal(s) “is not in itself grounds for any type of disciplinary action”.

 

The foregoing section raises several concerns.  First, the rules indicate that the program is voluntary and yet it replaces the annual Performance Evaluation that was not voluntary.  In the event an employee elects not to participate in this program, the consequences for lack of participation are not clear.  While the language states that an employee’s lack of progress cannot be grounds for disciplinary action, the rule does not afford the same protection for an employee who chooses not to participate in the program.  It is suggested that this issue be clarified.

 

Second, while the proposed rule prohibits an employee’s lack of IDP progress to be used as the sole basis for disciplinary action, there is no restriction using the lack of progress, in conjunction with other activity, as a basis for disciplinary action.  This appears to be somewhat of a technical loophole that should be corrected or addressed.

 

Third, as a result of the elimination of the annual Performance Evaluation, there does not appear to be a means for evaluating an employee’s job performance for salary purposes.  In the absence of such a procedure, supervisors would presumably have authority to arbitrarily conduct evaluations that would undoubtedly be inconsistent with their counterparts throughout city government.  This broad discretion has the potential of raising a variety of issues not the least of which would be the perpetuation of the perceived “good old’ boys system” referenced by many employees.

 

Grievance Procedure. 

The current personnel rules allow the City Manager, prior to making a final determination on a grievance, to convene an Advisory Hearing Committee.  This committee is composed of four members and a chairperson.  The complainant chooses two members and the City Manager chooses two members and the chairperson.  These provisions grant City Manager considerable discretion on the issue of whether or not to convene an Advisory Committee and the City Council may want to limit that discretion through the development of guidelines.  In addition, the City Manager has the ability to exercise considerable influence over the Advisory Committee through the personal appointment of two members and the chairperson.

 

The proposed revisions provided for the same methodology for the selection of Advisory Committee members but allows the four members to choose the chairperson from an approved list of external mediators.  While this may appear to reduce the City Manager’s influence of the process, it will be important to examine the process for compiling the list of approved mediators.  In the event that the list is compiled exclusively by the City Manager, the ability to influence the committee continues to exist.  Therefore, it is recommended that a panel composed of management and employees compile the list of approved external mediators.

 

Under both the existing and proposed rules, a majority vote determines the “advisory” opinion of the committee to be submitted to the City Manager.  Unfortunately, the rules fail to explain the effect of the committee’s opinion.  Although the references to “recommendation” and “advisory” would suggest that the City Manager is not bound by the committee’s determination, this should be clarified.  Most administrative procedures require the final arbiter to accept, reject or modify the decision of the individual or body who heard the matter.  In addition, some administrative procedures require the arbiter to provide a written basis for any determination that deviates from the recommendation received.

 

As part of this analysis, a thorough review was conducted of all grievances filed by City of Tempe employees within the last four years.  As a preliminary matter, it is important to note that there were not an abundance of employees who had initiated the formal grievance process.  During the time period noted, a total of twenty-five employees filed a total of thirty-three grievances/complaints.  Given the total number of employees within the City, the foregoing number is not disproportionate.  The City, however, is cautioned not to attach too much meaning to the relatively small number of grievances filed.  This number can just as easily reflect a lack of confidence in the grievance process as it can reflect a satisfied employee pool.

 

A basic statistical analysis of the foregoing grievances indicated that forty-four percent (44%) of all grievances filed were generated by employees in the Public Works Department.  In addition, another twenty percent (20%) of all grievances filed were generated by employees of the Police Department.  In an effort to protect the privacy concerns of the individual complainants, specific details regarding the grievances will not be disclosed.  In general, however, the nature of the grievances included (1) Race/ National Origin Discrimination, (2) Gender Discrimination, (3) Sexual Harassment, (4) Violations of the American with Disabilities Act and (5) Age Discrimination.

 

The review of the grievance process was seriously hindered by the lack of uniformity in the documenting.  There is a lack of consistency and clarity in the identification of the allegations.  In addition, there is a lack of consistency and clarity in the identification of the appropriate personnel rules and regulations that were alleged to have been violated.  Finally, the current status of the grievances and the final resolution of the same were not always uniformly documented. 

 

It is recommended that the time frames set forth in the Rules and Regulations be consistently followed.  Also, the City is encouraged to develop a standard grievance reporting form that can be easily accessed by City employees.  Finally, the City should develop, implement and utilize a standard disposition form that can be inserted in an employee’s file at the conclusion of the grievance process.

    

Tempe Employees’ Council. 

In reviewing that section of the current rules and regulation that relates to the creation, function and authority of the Tempe Employees’ Council there is one obvious issue.  The City’s desire to protect employees from threats or intimidation should be tempered by a “reasonable standard”.  In other words, would a reasonable person consider the actions to constitute a threat or intimidation?  In the absence of such a standard, this provision can be interpreted so literally that the result may border on absurdity. 

 

Although the proposed rules address the issue of actual threatening conduct, the issue of intimidating conduct is not addressed.  It is well established that an individual may use intimidation tactics every bit as effectively as an actual threat which is precisely why the criminal code contains such terminology.  The City is encouraged to address this issue in a similar manner.

 

The City may also want to have notice of any employees who are either a plaintiff or defendant in an order of protection.  Unfortunately, may domestic disputes are spilling over into the workplace and city officials’ knowledge of these court orders may assist the City in its efforts to provide a safer workplace.  As a caveat, the City should not request such information unless they are prepared to act on that information.  To merely compile this information without taking precautionary actions may subject the City to significant legal liability in the event of an incident in the workplace.

 

The proposed rules also address the issue of “deadly weapons” in the workplace.  In Section 609(B)(8) there is a reference to the Arizona Revised Statutes definition of deadly weapons.  Unfortunately, the statutory cite to Section 13-1301 is inaccurate and must be corrected prior to the adoption of the rules by the City Council.

 

The City may want to consider expanding this particular section to cover conduct involving the use of a “dangerous instrument” that may not meet the definition of a “deadly weapon”.  Again, the criminal code is the source of information on this subject.

 

Finally, all incidents of workplace violence must be reported to either a Department Manager or by calling 911.  In turn the Department Managers are required to immediately notify Human Resources.  Unfortunately, these Reporting Procedures do not impose a requirement that these incidents be immediately reported to law enforcement officials.  It is strongly suggested that such a requirement be imposed so as to ensure that these incidents are investigated by professionals with the authority to take appropriate action.  The current language seems to imply that the City will be responsible for any investigation and while such a personnel investigation may be important, it must take a backseat to any criminal investigation conducted by the police.            

 

Employee Privacy Rights and Searches. 

The proposed revisions to the rules and regulations include a section relating to the inspection and search of a variety of City of Tempe property utilized by employees.  The search and/or inspection may be conducted either in the presence or outside the presence of the employee and may include electronic files, communications and computer tapes, disks and drives.  A pat down of the outside clothing of an employee is authorized and no strip-searched are to be conducted with a validly executed search warrant.  In instances where the City has reasonable cause to believe that workplace safety is threatened the City reserves the right conduct a search of an employee’s personal property located in the workplace. 

 

This proposed rule is consistent with those adopted by other municipalities.  However, the rule only makes reference to the City of Tempe versus specific individuals within the City who are responsible for conducting these inspection/searches.  The City is encouraged to identify a specific individual or group of individuals who may exercise this authority in order to ensure that all employees are handled in a consistent manner.  These individuals should also receive specific training from experienced law enforcement officers on both the search seizure law and safety issues.

 

 

Recommendations

 

Rule 1:

General Provisions

 

Purpose and Legal Requirement

The City of Tempe personnel system purposes should provide a general statement citing its commitment to creating a diverse workplace, demonstrating the importance the City places on this issue and providing greater encouragement for employees to attain this objective.

 

The Personnel Policies should specifically indicate the point when a memorandum will be submitted to the employee organizations for their review, preferably prior to Council approval.

 

The Personnel Policies should indicate whether employee memoranda review includes an opportunity to provide comment and to whom those comments should be addressed.

 

The City should consider posting administrative memoranda, particularly if comments are being solicited, on the City’s website in order to invite participation in the review process from those employees who may not necessarily be active in employee organizations.

 

Unclassified Service.

The City should place some limitations on the discretion of Department Managers by establishing a monitoring process for step increase action or inaction involving unclassified employees.

 

Rule 2:

Compensation and Classification

 

Premium Pay. 

There should be a correlation between competency skills tested and skills actually utilized in the performance of an employee’s duties and responsibilities in relationship to Bilingual Pay.

 

The terminology relating to competency examination for Bilingual Pay should relate to an employee’s skills in a language other than English. 

 

There should be a provision that addresses the issue of an employee whose positions require interaction with the public in a language other than English but whose Department Manager has not authorized Bilingual Pay or the employee has failed to pass the competency examination but continues to have interaction with the public in another language.

 

Rule 3:

Employment.

The City may wish to consider a further expansion of the proposed revision to this section to “similar positions” in other departments to afford more opportunities to temporary employees who have become familiar with municipal government.

 

Reinstatement.

All denials of reinstatement by Department Directors/Managers should be reviewed by the City Manager.

 

In order to avoid the perception of disparate treatment on the City's part, the City should explain through the police officer’s association their rationale for not permitting sworn police personnel from having their seniority restored for purposes of shift selection.

 

Probation.

It is recommended that the step increase for probationary employees, which is at discretion of the Department Manager, be limited through a monitoring process established by the City Manager or an appeal process whereby employees can request that the denial of a step increase be reviewed by the City Manager.

 

The Human Resources Department should maintain detailed information regarding the discipline administered to probationary employees.

 

It is recommended that the City Manager be provided the ability to monitor and review determinations by Department Managers which allow promoted probationary employees to return to their former position.

 

Rule 4:

Employee Status

 

Transfers and Demotions. 

Impose checks and balances for Department Directors/Managers' discretionary acts regarding transfers and demotions or, at least, a reporting requirement to the City Manager.

 

Layoffs.

The City Council should require an approval of all conditions that warrant an employee layoff.  The selection process of employees affected by any layoff should include performance, seniority, diversity, as well as business necessity as factors to be determined by the City Manager in implementing the layoff process.

 

Women and/or minority employees have no right to appeal their layoffs since the policy is based entirely upon a rational of seniority.  The City should revise this policy to ensure that it does not contribute to a nondiverse workforce.

 

Resignation.

The City should implement a process whereby Department Director/Managers provide documentation for such decisions they make relative to an employee’s desire to withdraw his/her resignation and be reinstated and to interpret an unauthorized leave of absence as a “resignation”.

 

Disciplinary Action/Employee Performance Improvement. 

Amend the policy revisions [406(C)(27)] by correcting the inaccuracies regarding deadly weapons.  The City should adopt the “dangerous instrument” definition contained in state law so as to encompass those instruments that, when used in an aggressive manner, constitute a serious danger.

 

The City should amend the proposed revision set forth in 406(C)(28) that allows for dismissal when “an employee has lied about or misrepresented facts or circumstances during an external or internal investigation”.  The overly broad nature of this rule may have unintended consequences.

 

The City should specifically inform its employees of the written reporting requirement for employees who are experiencing intolerable working conditions within the City before the filing of a claim. 

 

The City should consider developing alternative means for receiving complaints from employees who may not have the fundamental English writing skills to comply with this section in order to avoid creating additional barriers to the diverse workforce population.

 

The City should provide more adequate definition of a “hostile work environment” in Section 408 (sexual harassment in the workplace).  It is strongly recommended that this section be amended to impose a restriction on music and images of an obscene or sexually explicit nature.

 

The City should clarify their policies on exclusion of conduct or actions that arise out of a “personal or social relationship and that are not intended to have a discriminatory employment effect” to be consistent with the state and federal civil rights laws.

 

The City’s rules and regulations should be amended to provide for alternative reporting and investigative procedures where the Human Resources Manager or the Department Manager is the person alleged to have engaged in the sexual harassment of an employee.

 

The investigative procedure rules for sexual harassment should be amended to require that the harassing employee not engage in any type of retaliation against the complainant.  In addition, the provision providing for the monitoring of the situation for retaliation where reassignment is not practical should be expanded to allow for immediate disciplinary action in the event of retaliatory conduct.

  

Rule 5:

Leave

 

Leave Without Pay.

The City should revise its policies on Family Leave when both the employee and his/her spouse/domestic partner are employed with City and the purpose of the leave is for the birth or adoption of a child or to care for a sick parent.

 

Victim’s Rights Leave. 

As women and minorities tend to be victimized by crime more than their Anglo male counterparts, the City should revise its policies regarding leave in those instances where an employee or member of that employee’s immediate family is a victim of a crime to allow for certain investigative and criminal proceedings that may take the employee away from his/her job for extended periods of time. 

 

It is recommended that the immediate family member exception be extended to immediate family members who have been the victim of an attempted murder, aggravated assault, sexual assault, child sexual abuse and child abuse. Such an expansion will ensure that employees have the ability to be available to their immediate family members who have survived serious criminal offenses.

 

Rule 6: 

Employee Rights, Responsibilities and Limitations

 

Individual Development Plan. 

The City should clarify its policy on Individual Development Plans for the following reasons: 

ü      In the event an employee elects not to participate in the IDP, the consequences for lack of participation are not clear. 

ü      While the language states that an employee’s lack of progress cannot be grounds for disciplinary action, the rule does not afford the same protection for an employee who chooses not to participate in the program. 

ü      There is no restriction using the lack of progress, in conjunction with other activity, as a basis for disciplinary action.

ü      With the elimination of the annual Performance Evaluation, there does not appear to be a means for evaluating an employee’s job performance for salary purposes.

 

Grievance Procedure. 

In developing the makeup of an Advisory Hearing Committee, the City should ensure that management and employees compile the list of approved external mediators for inclusion on the panel.

 

The City should clarify the role of the Advisory Hearing Committee as to whether their opinions are “advisory” or “recommendations” in nature. It is further recommended that the final arbiter (in this case, the City Manager) provide a written basis for any determination that deviates from the recommendation received.

 

44% of all grievances filed with the City were generated by employees in the Public Works Department.20% of all grievances filed were generated by employees of the Police Department. The City has a serious lack of uniformity in the documenting employee grievances.  It is therefore recommended:

 

 

 

ü      That the time frames for grievance procedures as set forth in the Rules and Regulations be consistently followed.

ü      That the City be encouraged to develop a standard grievance reporting form that can be easily accessed by City employees. 

ü      That the City develop, implement and utilize a standard disposition form that can be inserted in an employee’s file at the conclusion of the grievance process.

 

Tempe Employees’ Council. 

The City should consider revising its statement on “reasonable standard”. 

 

The City should consider addressing the issue of intimidating conduct.

 

The City should consider requiring notice of any employees who are either a plaintiff or defendant in an order of protection if, and only if, the City is prepared to take precautionary actions based on the information.

 

The City may want to consider expanding Section 13-1301 to cover conduct involving the use of a “dangerous instrument” that may not meet the definition of a “deadly weapon”.

 

In the area of workplace violence, it is strongly suggested that notification of law enforcement be included in the City procedures to ensure that professionals with the authority to take appropriate action investigate such incidents.                

 

Employee Privacy Rights and Searches. 

As it relates to search and/or inspection of City of Tempe property utilized by employees, the City is encouraged to identify a specific individual or group of individuals who may exercise this authority in order to ensure that all employees are handled in a consistent manner.  These individuals should also receive specific training from experienced law enforcement officers on both the search seizure law and safety issues.

 

 

Conclusions

 

The analysis of the Tempe Rules and Regulations indicates that there are a wide variety of areas where the City Manager and Department Managers are granted considerable and unfettered discretion in addressing employee issues.  This amount of discretion, without guidance or parameters, has resulted, and will continue to result, in the inconsistent treatment of employees.  The reason for such disparate treatment is simple in that it is almost entirely dependent upon the individual who serves in the post of City or Department Manager.  That inconsistency will, often times, have a disproportionate adverse impact upon the City’s diverse employees and can lead to an employee perception of unfairness that can contribute to poor employee morale.

 

It is apparent that some of the City’s rules and regulations are not “diversity friendly”.  There are numerous rules, both current and proposed, that appear on their face to be diversity neutral. However, when considering the manner in which these rules are actually implemented and the groups of employees most directly impacted, it becomes very apparent that some of the City’s employee regulations conflict with the general objective of providing a diverse workplace.  It is, therefore, absolutely essential that the City alter its examination of these, and future, rules and regulations to ensure that such examinations are viewed from a diversity perspective.

 

While the foregoing conclusions are general in nature, there is one section of the rules and regulation that is worthy of specific attention given its importance to employees.  That area involves the proposed replacement of the Employee Performance Evaluation Program (EPEP) with the Individual Development Plan (IDP).  Should the City elect to discard its standard method of evaluating employees for salary increases on a regular basis, it is critical that the alternative program include some means for addressing salary considerations.  Unfortunately, the IDP is woefully inadequate in its proposed form because of its significant limitations regarding participation and pay increases.  In the absence of the City adopting a standard method for evaluating employees and awarding pay increases, City employees will become extremely disenchanted.  The failure to provide such a method, invites arbitrary and capricious conduct that can be fatal to any organization.  It is strongly urged that this issue be addressed immediately.

 

 


 

Component I: Assessment of Structural Diversity Issues

 

B. Summary of Comparable Communities

 

 

The results of the Comparable Communities survey shows that the City of Tempe is in the lead with its peer cities when it comes to progressive diversity practices.  Forty-eight (48) cities were selected using purposive research techniques.  The cities surveyed had total populations of between 131,760 and 193,556.  Further, eight (8) cities of comparable population were chosen from the 48 to frame the research in a meaningful way for Tempe, based on ethnic minority population.

 

Based on the research, we find that Tempe fares very well in comparison to the eight other cities.  A few of the eight cities are engaged in workforce diversity activities, but none of the activities are as extensive as in Tempe.  Nonetheless, there are areas Tempe could improve upon, based on current Best Practices.

 

Best Practices were identified for use in surveying the eight cities to determine where Tempe ranked in comparison.  We used factors such as recruitment, retention, employee training, and career development.

 

First, cities generally report that their workforce is not necessarily reflecting the changing demographics of their community.  In response, some have taken proactive steps in the areas of recruitment, retention and development of minorities and women so that the City employee population doesn’t trail behind the community population.  They see this as good customer service and being a responsive government.

 

Nearly all cities contacted reported that they have put more efforts into recruiting than they have in the past in order to attain a diverse pool of candidates.  Many cities report particular difficulty recruiting women into public safety positions.  However, once they are successful in such recruitment, their retention rates are very good.  In fact, municipality retention rates appear to be good, as those surveyed reported that opportunities in the private sector and other industries tend to be less stable. 

 

Most cities do not necessarily involve the community outside of their workforce in developing any type of comprehensive approach to diversity (if they have one).  Of all the cities surveyed, Reno and Tempe are the only cities which have established Human Relations-type Commissions specifically addressing diversity issues.

 

Finally, this survey found in discussions with Human Resource directors the importance of ensuring that any diversity program is integrated into the entire workforce culture, not simply conducted in a couple of days with expectations that a “diversity” training will solve all problems.  Changing diversity environment and policies is a long-term investment and process.

 

Tempe is on the right track and is looking hard and close at its practices and policies.  This is an important step.  Some of the cities surveyed did not appear to be very concerned about their lack of participation in certain diversity best practices.  There appeared to be no motivation from leadership as we have seen in Tempe.  Tempe has taken the first step:  leadership, self-inventory and a request for next steps.

 

Section B.  Comparable Communities

 

Background

 

In order for the City of Tempe to determine where it might stand in relationship to other cities of their size and makeup, we have conducted a survey comparing Tempe to other municipalities in the United States.  The purpose of this process is to create best practice benchmarks for Tempe to use in the future.

 

Best Practice Benchmarking is the process of seeking out and studying best internal practices that produce superior performance.  Benchmarking can help educate management in order to determine strategic areas of opportunity.  In general, it is the application of what is learned in benchmarking that can deliver marked results in an organization.  The determination of benchmarks allows for direct comparison between one's own organization and those which are similar.  Any identified gaps are improvement areas.

 

Process:

 

An external search process was conducted using data collected from the 2000 U. S. Census of cities similar to Tempe, Arizona throughout all regions of the United States.  The 48[1] cities were selected using purposive research techniques.  Purposive research is a sampling methodology where respondents are selected for inclusion through the judgment of the researcher.  One of the key values inherent to a purposive sample is as an exploratory means of research, that is, to explore the parameters and research areas in a general sense.  Interviews were conducted with the City of Tempe Human Resources Director, assistant Human Resources Director and the ADA Commission Chairman.

 

The cities surveyed had total populations of between 131,760 and 193,556.  Of the 48 cities, we found eight (8) to be comparable to Tempe, based on percentage of ethnic minority population (+ or – 5%).  As of the 2000 census, multiple ethnicity reports are now allowed, which results in percentages higher than 100. Given our interest is in ethnicity categories, not White, we are using the actual raw numbers and percentages for those categories and assigning the balance of 100% to White.


 

 

Eight Comparable Cities

 

City                              % of Minority Pop        Tot Pop            Median Age     Per Capita Income

Tacoma, WA                           25.2                 193,556           33.9                 $19,130

Huntington Beach, CA  25.4                 189,594           36                      31,964

Santa Rosa, CA                       26.6                 147,595           36.2                   24,495

Tempe, AZ                              28.37               158,625           28.8                   22,406

Reno, NV                                28.4                 180,480           34.5                   22,520

Santa Clarita, CA                     28.4                 151,088           33.4                   26,841

Chandler, AZ                           29.9                 176,581           31.2                   23,904

Rockford, ILL                          30.1                 150,115           34.4                   19,781

Amarillo, Texas                        30.8                 173,627           33.5                 $18,621

 

Other pertinent information compiled included:

 

ü      Per capita income in the eight comparable cities range from $18,621-$31,964

ü      Total population of the eight comparable cities range from 147,595 – 193,556

ü      Median age of the eight comparable cities range from 28.8 (Tempe) – 36 years old

 

A complete list of the comparable cities contacted as a part of this search follows in Figure 1.  Included in Appendix E are the departments in city government that house or most closely relates to diversity functions, the identified program(s), diversity program characteristics, and the name and number of a contact person, where available.  The cities were contacted through the means of telephone conversations and electronic memo.  Human Resource departments were the main contacts in delivering any type of "formal" to "informal" opportunities aligned with the focus of diversity training.

 

Information was also obtained through city web pages, Chambers of Commerce, and city government offices.  This information will provide some insight into what types of diversity activities are going on in comparable communities, and provide a standard of comparison for the City of Tempe.

 

 

Identification of Best Practices

 

Best Practices are documented strategies and practices employed by highly effective entities.  These entities are not necessarily best in every area.  However, due to the nature of competition and a drive for excellence, the profiled practices have been implemented and honed to help place these entities as the most admired, the most profitable, and the keenest competitors in business.

 

Some Best Practices Identified in this study include:

 

ü      Policy and Procedure Assessment in Human Resources and Legal areas

ü      Clear Sexual Harassment Policies

ü      Appropriately managed Grievance Process and conflict resolution system

ü      Performance Evaluation which promotes diversity in the workplace

ü      360-Degree Performance Appraisals

ü      Team Development and accompanying policies

ü      Reward and recognition for all employees

ü      Promotions tied to diversity goals

ü      New Employee Orientation in which diversity training is mandatory

ü      Mandatory diversity training for managers and supervisors

ü      Special Recruiting teams focusing on diversity

ü      Utilizing nontraditional vehicles for job postings.

ü      Mentoring programs for women and minorities

ü      Targeted career tracks for women and minorities

ü      Support groups for women and minorities

ü      Advanced training for public safety department employees

ü      Formal methods to measure goals and strategies

 

A more complete explanation of Best Practice methods follows in Section C.

 

Findings

 

In relationship to the other eight cities, Tempe falls in the middle of the pack in terms of overall ethnic minority population, with 28.37%.  This figure constitutes all non-white ethnic minority persons in the community.  Amarillo, Texas has the highest minority population and by contrast (See Figure 1), has no programs for diverse workforce populations.  In speaking with the Human Resources Director in Amarillo, he stated that their approach is to treat all employees with respect and dignity, equally.

 

In contrast, the City of Reno, Nevada (very close to Tempe in terms of minority population and per capita income) has extensive diversity programs and further, established a citywide Diversity Plan in 2000.  This plan, approved and supported by the Reno City Council, is a five-year strategy.  Reno reports, “The City is focused on diversity due to the changing demographics of the community it serves.  The City’s goal is to develop a workplace that reflects the diversity of the community it serves, that values and respects individual differences.  The purpose of the Diversity Action Plan is to articulate a comprehensive and systematic approach by which the City will, over time, bring personnel policies, practices, and procedures into alignment with the City’s business plan to create a city government that is proactive, responsive, efficient and accountable”. 

 

Associated with the Reno Diversity Action Plan, is the Diversity Action Plan Committee which meets bi-monthly to review the progress of the Plan.  The City is beginning the process of assessing the project, which is in its 3rd year.  When asked if the City Council changes and decides they don’t back this initiative anymore, what would happen, the city representative responded that “there would be community insistence to keep the program in place; we have very strong community leaders involved in the process.”

 

Of all the cities surveyed, Reno and Tempe are the only cities which have established Human Relations-type Commissions specifically addressing diversity issues.  The City of Tempe has a Human Relations Commission, established in 1996 and made up of thirteen (13) community leaders.  It was this Commission which originally recommended to the Tempe City Council that a study of the City’s diversity practices be conducted.  They have been apprised of the progress of this study throughout the past year.

 

Also of note is the Human Rights Division of Tacoma, Washington.  The Division is described as “a conduit for change by eliminating barriers to equality, bridging our division, and helping our citizens respect each other’s diversity.”   It is responsible for the enforcement and monitoring of anti-discrimination ordinances and resolutions.  The Division, through its Investigative and Women’s Rights Sections, implements programs geared to provide compliance with the City’s policy of nondiscrimination and affirmative action.

 

In addition to the Human Relations Commission, Tempe has established a Mayor’s Commission on Disability Concerns.  The City of Tempe also has a Work Force Diversity Progress Report (July 2000) which incorporates a Work Force Diversity Plan.  The wording reflects the City’s desire to comply with Affirmative Action guidelines established by Federal EEOC standards.

 

Nearly all cities contacted reported one similar trend.  They have difficulty recruiting women into public safety positions.  However, once they are successful in such recruitment, their retention rates are very good.  In other words, once women and minorities get on the job, receive the training and are integrated into the workforce, they tend to be very satisfied.  For example, the City of Tacoma’s female firefighters have formed a speakers’ bureau which makes presentations at local college campuses. 

 

Another trend found in surveying the cities was that for the most part, their retention rates are good since opportunities in the private sector and other industries are less stable.  Most all reported that employees stay for the benefits even if the pay isn't what it should be (Amarillo reports their wages being 20% below market rate).

 

A broad comprehensive recruitment process is a critical component of a city's success now and into the future.  Many City of Tempe departments are expanding their advertising to broaden the recruiting net and looking for additional ways to get more minority candidates into the system.  For example, today non-profit minority organizations are notified of City job postings and internal opportunities are actively publicized to attract qualified minority candidates.  Tempe does an excellent job of outreach and is seriously dedicated to bringing in and promoting minority candidates.  The challenge remains to find and attract minority candidates.

 

City of Tempe employees say they are focused upon improving their minority recruitment process because they see their organizations 'behind the power curve' on increasing the diversity.  In their view, Tempe has made good progress focusing on outreach; however, most are very interested in learning about new or more effective recruitment strategies.  Managers, in particular, say that more can be done, but that they need support in this area.

 

This is a very similar outlook as that of the City of Santa Rosa, California, which has an overall ethnic population of 26%.  They too have found that their workforce was not reflecting the changing demographics of their community.  They have taken proactive steps in the areas of recruitment, retention and development of minorities and women.   Santa Rosa states that not having programs in place had caused the City employee population to trail behind the community population.  “The City staff doesn’t necessarily reflect the community.  This affects customer service and communication with citizens in the community.”

 

Based on the research, we find that Tempe fares very well in comparison to the eight other cities.  A few of the eight cities are engaged in workforce diversity activities, but none of the activities are as extensive as in Tempe.  Nonetheless, there are areas Tempe could improve upon, based on current Best Practices.  In the survey conducted of the eight comparable cities, questions were posed regarding specific categories of diversity best practices.  The following serves as a sampling of the responses:

 

Assessment:

Employee Surveys

The City of Tempe has had several employee surveys conducted over the past several years, including the one for this audit.  The City seems to be particularly interested that their employees’ morale and work environment is positive.

 

Audits of Policies and Procedures

As evidenced by this report, the City of Tempe is having their policies and procedures audited.  They are one of very few cities, if any, which have opened themselves up to such scrutiny.

 

Systems Change:

Changes to the Human Resource and Legal aspects of the Policies and Procedures

The City of Tempe conducted an internal review of their policies and procedures in 2001 and has proposed changes based on that review.  Those changes are addressed in Section A and Section C of Component 1 in this report.

 

Implementation of a grievance process/conflict resolution system

The City of Tempe has a written grievance process in their policies, as do some of the other cities surveyed.  The Tempe policy is referred to in Section A of this report as needing some improvements.

 

Performance Evaluations

Tempe utilizes performance evaluations but is in the process of changing their procedures in this area.  The Individualized Development Plan (IDP) has replaced the performance review process for regular employees.  The IDP is for supervisors and managers who are offered the opportunity to participate in a development process that tailors training opportunities to their unique needs and goals.  The IDP allows supervisors to receive job-related feedback from their boss, coworkers, and peers. According to the City of Tempe's Human Resources Director, regular employees are given equal consideration for annual pay increases whether they choose to participate in the IDP or not.  Jamieson and Gutierrez urges the City to exercise caution as they initiate these changes so as to not adversely affect job promotions and potential salary increases.  This particular category is discussed in more length in Section A and C of Component 1.

 

Rewards/Recognitions

Tempe rewards city employees with special recognitions through the Tempe Learning Center.  In addition, Tempe has several programs which offer premium pay for special skills (Bilingual Pay Program, Callback Pay Program).  The cities of Santa Rosa and Tacoma also employ a Bilingual Pay Program similar to Tempe’s program.  Further, the City of Tacoma offers vacation incentives for their Continuous Improvement Teams.

 

Promotions

Tempe considers the most qualified applicants for promotion, but also takes into account as much as possible the diversity balance of the workforce.  Some cities report they have union contracts and that affirmative action supersedes collective bargaining.  Policies tend to be that promotions are based on the most qualified person, not based on race, gender or other variables.

 

The City of Tacoma reports that they have changed their promotion process as of January 2002 in order to acquire a larger pool of candidates.  Those candidates with the top ten (10) rankings are considered versus the prior program which only considered the top three (3) candidates.  This change has allowed for more diversity in the candidate pool.

 

Recruitment Strategies:

Nontraditional Job Postings

Tempe regularly posts job openings with local community based organizations that work with minority populations.  This is seen as a positive step toward recruiting a diverse workforce.

 

Similarly, Reno makes extensive community outreach efforts to promote availability of job opportunities through, schools and school districts, particularly those in at-risk areas of the city.  They focus on recruitment of fire and police particularly so youth know they have other options besides going straight onto college.  Reno also targets job fairs, career fairs, conference presentations, and coordinates diversity conferences with public and private sector organizations.

 

The City of Rockford, Illinois reports that they also reach out to community based organizations in their recruiting stage, including the disability community, however they do not feel it has been as effective as they would like.  They have difficulty recruiting women for fire and police but find that once they can get women on the force, they become long-term employees.

 

The City of Huntington Beach, California reports that since their state passed Proposition 209, they cannot target minority populations for recruitment.  They include minority publications in their job postings, but only along with other publications and organizations.  On the other hand, the City of Santa Rosa reports that they reach out to Spanish media, community groups, professional organizations, and post jobs on their website.

 

Special Recruiting Teams

Although the City of Huntington Beach did not respond to the second survey in which this question was posed, they did report verbally that they are considering implementing signing bonuses and bonuses for employees who refer potential employees who are ultimately hired.

 

Santa Rosa has special interview panels made-up of diverse members of the employee workforce.  Already noted is Tacoma’s female firefighters’ speakers’ bureau.  Tacoma also has a special HR team which goes out to local neighborhoods and speaks about job opportunities in the City.

 

Career Development:

Mentorship programs

The City of Tacoma’s female firefighters have developed a training program specific to women so possible applicants can be better prepared for the physical and written tests.  This has resulted in more successful female applicants.

 

The City of Tempe utilizes the Individualized Development Plan and Mandatory Supervisory Training programs for supervisors and managers.  Each offers career development opportunities as a goal for the individual participant and by consequence potential career development opportunities for the employees supervised by the participating manager.  In addition, all employees can pursue career development through tuition reimbursed outside educational opportunities. 

 

Employee Involvement:

Support groups for women, minorities

Tempe has several employee support groups:  the Tempe Employee Council (TEC), the Fire union and the Tempe Officers Association (TOA). (See Component 2, page 24 of Executive Interviews.)  Although some non-safety employees give the TEC mixed reviews, on the positive side many see it as a good forum where issues can be raised and addressed.  However, most employees question whether the TEC has any real power.  Some employees are optimistic that the TEC will have more power and influence under the current city administration.

 

The Tempe Officers Association is seen as new and there is hope it will become more effective over time; however, most are not optimistic about TOA becoming a positive force for change.  Civilians in the police department feel completely unrepresented by TOA.

 

In contrast, the Fire union is seen as providing effective employee representation.

 

Training & Education:

 

The City of Tempe provides training opportunities for the professional development of all employees.  The Training and Organizational Development Specialist is responsible for employee training opportunities including general education, employee development, job training, and other programs.  Regular employees are reimbursed for educational expenses according to regulations established by the City Manager.

 

The Mandatory Supervisory Training (MST), while not available to all employees, is designed to provide supervisors with enhanced skills that will teach them how to implement a performance management plan with employees and establish a work climate that is conducive to productive performance appraisals and on-going career development.

 

Mandatory Supervisory Training is required for supervisors, and optional for others.  Five (5) slots are held open per class for regular employees who want to attend.

 

The City of Reno established a Diversity Awareness Program in 2000 which is offered annually and is very well attended.  Reno also offers in-house training in Conversational Spanish to all employees.  They typically have a waiting list to get into the class.  Employees say they welcome the expanded knowledge so they can help provide better customer service to Reno citizens.

 

Amarillo reports that they have conducted Diversity Seminars in the past but the effects were short term.  They feel that a sound management philosophy of teaching employees to work together in actual work situations has resulted in long term gain.  “We’re not big on fad programs.  The West Texas attitude is to treat all people right.  We have a holistic approach to training and development, not a single department or separate programs.” (HR Director Jim Parrish).

 

Huntington Beach reports that they have used an outside trainer for diversity but they never receive feedback as to whether employees feel the training is effective.

 

Santa Rosa conducts a ½ day orientation for all new employees which includes information on discrimination and anti-harassment policies.  They also require all new employees to participate in a 20 hour Leadership Training which includes areas of working relationships, problem solving and other human relations skills.  However, they do not have any type of ongoing diversity programs for their employees.

 

The City of Tacoma has a mandatory cultural diversity workshop for all new employees.  It is a 3-day workshop which reviews the City’s diversity policies and is conducted by a consortium of employees.

 

Rockford has implemented a Masters in Public Administration program through their local university which the City pays for.  A comment of note for this report is from Rockford’s HR Director, John Becker, regarding diversity training for their employees.  They have had 1-2 day diversity trainings conducted by outside consultants in the past.  However, he is not convinced they are that effective:  “You can’t turn bigots into non-bigots in two days.”

 

This points up the importance of ensuring that any diversity program is integrated into the entire workforce culture, not simply conducted in a couple of days with expectations that such a training will solve all problems.  Changing diversity environment and policies is a long-term investment and process.

 

Accountability:

Diversity goals tied to promotion and/or compensation

None of the cities surveyed, including the City of Tempe tie promotion or compensation to their diversity goals (if they have them).  There is an across the board lack of accountability in terms of assuring that diversity goals are fully implemented into a city employee’s day to day responsibilities.

 

Formal follow up to measure effectiveness of goals, strategies

The City of Reno, is the only city with a Diversity Plan in place in which they are auditing their Plan to determine its effectiveness against stated goals.

 

 


Figure 1

Comparable Cities Survey II Results

Action:

City:

 

Tempe

Santa

Rosa

Chandler

Amarillo

Huntington Beach

Reno

Rockford

Santa

Clarita

Tacoma

 

 

 

 

 

No response

 

 

No response

 

Manager Training

P

P

P

P

 

P

P

 

P

 

 

 

 

 

 

 

 

 

 

Employee Training

P

P

P

P

 

P

P

 

P

 

 

 

 

 

 

 

 

 

 

Grievance Policies

P

P

P

P

 

P

P

 

P

 

 

 

 

 

 

 

 

 

 

Policies & Procedures Change

P

P

P

P

 

P

P

 

P

 

 

 

 

 

 

 

 

 

 

Succession Planning

 

P

P

 

 

P

 

 

 

 

 

 

 

 

 

 

 

 

 

Career Coaching for Managers

 

P

P

 

 

 

P

 

 

 

 

 

 

 

 

 

 

 

 

Recruiting Team

 

P

 

P

 

P