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HomeMy WebLinkAbout05/26/2005, 2 - PRELIMINARY 2005-07 FINANCIAL PLAN Mating Date Aicouncil 5-26&5-3t-05 acEnoA nepoin 1�.N°mb� �. CITY OF S-AN LUIS OBISPO FROM: Ken Hampian, City Administrative Officer Bill Statler, Director of Finance & Information Technology SUBJECT: PRELIMINARY 2005-07 FINANCIAL PLAN CAO RECOMMENDATION Review and consider the Preliminary Financial Plan for 2005-07 at the budget workshops scheduled for May 26 and 31, 2005. DISCUSSION Enclosed for your review and information in preparing for the May 26 and 31 budget workshops are the following three documents: 1. Preliminary Financial Plan. This includes: a. The budget message from the CAO highlighting key issues facing us (Section A) b. Policies and objectives, including work programs for major City goals (Section B) c. Simple graphics and charts summarizing the City's budget (Section C) d. Operating programs (Section D) e. Summary of capital improvement plan (CIP) projects and funding sources (Section E) f. Debt service requirements (Section F) g. Changes in financial position for.each of the City's operating.funds (Section G) h. Financial and statistical tables (Section H) i. Budget reference materials(Section I) 2. Appendix A: Significant Operating Program These are intended to be used as Changes. This Appendix provides additional supplemental resources in the supporting documentation for each of the event that Council members have significant operating program changes proposed in questions on a program or project the Preliminary Financial Plan. An overview is as they review the Preliminary included in the Appendix that further describes its Financial Plan. In short, while the purpose, organization and content. Council may to choose to read the Appendices from "cover-to- 3. Appendix B• Capital Improvement Plan cover," this same information is Projects. This Appendix provides supporting summarized in the Preliminary documentation for each of the CIP projects Financial Plan. proposed in the Preliminary Financial Plan. An - - - overview is included in the Appendix that further describes its purpose, organization and content. The May 26 and 31 workshops are the first of .several study sessions and public hearings scheduled to review the Preliminary Financial Plan. One of the fundamental purposes of these i Preliminary 2005-07 Financial Plan Page 2. workshops is to review these documents with the Council in some depth. Accordingly, we do not anticipate that the Council will have reviewed all of this material in detail by the May 26 workshop. Best Place to Start. The Budget Message and Financial Highlights (starting on page A-1) are recommended as a good starting point in reviewing the Preliminary Financial Plan and in preparing for the May 26 workshop. It has been written with the goal in-mind of discussing all of the key issues reflected in the Preliminary Financial Plan in a concise but comprehensive manner. Focus of the May 26 and 31 Workshops. As summarized below, the primary focus of these two workshops will be on General Fund programs and projects; a separate public hearing has been scheduled for June 2, 2005, to review enterprise fund programs, projects, revenues and rates. May 26 Budget Workshop 1. Overview of key budget issues, strategies and fiscal outlook. 2. Fiscal policies and major City goals.. 3. General Fund revenues: key assumptions and recommended new revenues. 4. General Fund operating programs. May 31 Budget Workshop 5. Continued review of General Fund operating programs, if needed. 6. General Fund CIP projects (and other non-enterprise fund projects).. 7. Follow-up direction from the Council for subsequent workshops and hearings. Remaining Budget Review Schedule The following dates have been scheduled for review and adoption of the 2003-05 Financial Plan: Council Budget Review Schedule: Remaining Steps May 26 Preliminary Financial Plan review; General fund operating programs May 31 Continued review; General Fund CIP and other non-enterprise fund projects June 2 Enterprise fund programs,projects,revenues and rates June 7 Continued Preliminary Financial Plan review June 21 Continued review and adoption of the Financial Plan Major City Goals and Other Council Objectives Consistent with Council priorities and direction, all efforts have been made to integrate the results of the Council's goal-setting process into the Preliminary Financial Plan. The way this has been accomplished is discussed at some length in the Budget Message (beginning on page A- 1) and in the Policies and Objectives section (in the "Overview" beginning on page B-3). a -� t Preliminary 2005-07 Financial Plan Page 3 As discussed in the Budget Message, all eight of the Major City Goals set by the Council are reflected in the Preliminary Financial Plan based on the work programs approved by the Council on April 19, 2005. The Budget Message also discusses how the "Other Council Objectives" are reflected in the Preliminary Financial Plan (in short, all of these are reflected in some fashion as well). ENCLOSURES 1. Preliminary Financial Plan 2. Appendix A: Significant Operating Program Changes 3. Appendix B Capital Improvement Plan Projects G:Budget Folders/Financial Plans/2005-07 Financial Plan//Preliminary Financial Plan/Agenda ReportYPreliminary Financial Plan �2-3 RED FILE MEETING AGENDA DATE 0-2 ITEM #_02_ council memoRAnoum - May 23, 2005 TO: City Council FROM: Ken Hampian, City Administrative Officer Bill Statler,Director of Finance & Information Technology SUBJECT: CORRECTED PAGE: PRELIMINARY 2005-07 FINANCIAL PLAN Attached is a corrected page (A-7) of the Budget Message in the Preliminary 2005-07 Financial Plan. While the page in the printed document correctly shows that there will be 10 regular position reductions in the General Fund, and that four of these will be in the Police Department, the type of positions reduced within the Police Department is incorrectly shown. Instead of three police officers, it should show two police officers and one maintenance worker, as reflected in the corrected page. All other regular position reductions are correctly shown on page A-7. Please call us if you have any questions concerning this correction. Co COUN IL CDD DIR ( :1 CAO L] FIN DIR ACAO C FIRE CHIEF I 1 ATTORNEY ❑ RW DIR I i CLERK/ORIG ❑ POLICE CHF [ SPT ' EADS ❑ REC DIR _7 J/• `D a UTIL DIR L 1 _�i13 ❑ HR DIR O eraling Budget Reduction Summa 3. "Freezing" the Biologist position and partially backfilling this position with part-time staffing. FTE's' Costs Council&City Admin 86,600 This means that we will be eliminating 10 General City Attorney 0.2 10,000 Fund regular positions,summarized as follows: City Clerk 29,400 Human Resources 42,500 ReductionsGeneral Fund Regular Position Finance& IT 1.5 143,500 Department Position FTE's Community Dev 1.0 56.700 Finance&IT Accounting Asst 1.0 Parks&Recreation 1.2 66,800 Community Dev Administrative Asst 1.0 Public Works 1.0 132,700 Public Works Project Coordinator 1.0 Police 2.0 163,800 Police Police Officer 2.0 Fire 0.3 9,400 Police Lieutenant 1.0 Total 7.2 741,400 Maintenance Worker 1.0 • Full-time equivalent employees. Fire Firefighter 3.0_. Total 10.0 Percentage Reductions — — However, none of these reductions will result in City Clerk regular staff lay-offs, based on current vacancies Finance&IT and anticipated retirements. I � Council&Admin Operating Program Increases I I Human Resources Given our cost reductions, we obviously tried to City Attorney hold the line on any operating cost increases (which Community Dev only compound our cost reduction needs). However, in some areas this simply could not be avoided. Parks&Recreation These are detailed in Appendix A. The following Public.Works highlights the most significant of these: Police 1. Maintaining the newly-constructed Damon- Fire Garcia sports fields will cost $273,400 in 2005- 06 and$260,900 in 2006-07. 0% 1% 2% 3% 4% 5% 6% 7% 2. Updating the cost of services study to ensure that our service charges continue to be consistent As reflected above, our "core" line operating with adopted recovery policies and goals since departments– Public Works, Police and Fire – will we last took a comprehensive look at these six see the lowest cuts on a percentage basis. years ago,will cost$47,500 in 2005-06. 3. Maintaining the new offices at 919 Palm will The underlying detail for these reductions, including cost $41,900 in 2005-06 (partial year) and their service impacts, is provided in a supplemental $83,900 in 2006-07(full year of operations). supporting document to the Financial Plan: Appendix A: Significant Operating Program 4. Fleet fuel costs are projected to increase by $47,000 annually. 5. Offsetting increased workers' compensation In addition to these reductions, we are also costs in our janitorial service contracts will cost recommending: $21,900 annually. 1. Eliminating the two sworn police positions Enterprise Fund Participation in this Process "frozen"in 2003-05. 2. Eliminating three frozen firefighter positions. The enterprise funds—water, sewer, parking, transit and golf—account for almost 50% of the City's A-7 A-& e� ' SAN LUIS OBISPO POLICE OFFICERS' ASSOCIATION '., Post Office Bos 1251 • San Luis Obispo, Ca 93406 (805) 441-3256* Fax(805)461-5773 May 26, 2005 M�MOI��#N®1JM _ To: Honorable Mayor Romero and City Council 1V`-.,.AY 100 From: Dale E. Strobridge, President SLLO CITY COUNCIL Subject. Preliminary 2005-07 Financial Plan CC: Ken Hampian, CAO, Deborah Linden, Chief of Police The Association wishes to present to you alternatives to the CAO's budget reduction recommendations contained in the referenced financial plan. Association representatives met during a number of occasions these past months with police management officials on an ad hoc budget reduction committee. The purpose of such was to produce a list of budget reduction items that would meet a proposed goal of approximately 4.9%of the police department-operating budget. There remains significant disagreement between management and the Association's point of view on preserving essential public safety services. Essential public safety services are defined in this instance as the ability to deliver emergency first responder police officers to the scenes of critical incidents. The Association proposed the following recommendations to the CAD's 4.9%budget reduction request: Convert Building Maintenance and Janitorial to contract services Fleet reduction,defer one police motorcycle purchase ➢ Narcotic Task Force Administrative Assistant position funded with asset forfeiture monies. ➢ Administrative Sergeant converted to civilian position ➢ Administrative Captain converted to civilian manager position D.A.R.E. officer position to 'h time w/o benefits ➢ Neighborhood Services Manager position eliminated Since that recommendation was submitted on May, 4,2005;the CAO announced that the budget reduction for the police department would be 1:5%of the operating budget. The recommended impact, one "frozen"and one vacant police officer position would be eliminated. Memorandum May 26,2005 — Mayor and City Council Page 2 The Association respectfully disagrees with the CAD's recommendation. Elimination of police officer positions and the resulting safety impacts for our police officers sets a dangerous precedent. There are other alternatives that should first be considered. During the post 1992-93 budget reductions, then Chief of Police Gardiner requested an audit and management study of the police department. A representative of the Commission on Peace Officer Standards and Training performed an analysis, which was completed March 10, 1995. The Association also analyzed the study and responded to the findings. I have included relevant portions of the POST report and the Association recommendations for your review. Pages 5—6 of the POST report refer to "Alternatives to the Organization Design." The organization structure in 1995 then as now provided for two Captains. One in operations, the second in administration. The POST evaluator strained to justify the administrative captain and did so only by re-structuring the organization: We find it difficult to juste the under-utilization of a peace offz cer executive position to manage 19 employees in the Administrative Services Bureau, only one. of whom—the training sergeant—is a peace officer." The department did eventually re-organize and realigned the investigations bureau to the purview of the administrative captain. The current incumbent administrative captain will retire effective July 2005. The incumbent has for the most part, been restricted to non-uniform duties as the result of sustaining severe injuries from an off duty traffic accident. The City has been privileged to have the benefit of his continued service. Since the incumbent is to retire, we believe the City would be remiss in not re-evaluating the position to that of civilian status. It is difficult in the Association's analysis to justify a sworn peace officer position in an administrative role, particularly with the increase safety retirement costs from that of a civilian. There are many retired law enforcement professionals as well as business professionals who are well qualified to recruit for this position at a substantially lower total compensation. Converting this position to civilian status will immediately realize a 17.60% savings from the safety retirement rate. The current total compensation for the position is $166, 580. The Association proposed civilian replacement would realize an annual savings of$34,000 for fiscal 2005-06 and nearly$36,000 for 2006-07. Pages 13 - 15 of the POST report refer to the"Training Unit." A police sergeant occupies the position then as now. The recommendation in 1995 that we believe is as prudent as in 2005 was: Memorandum May 26,2005 Mayor and Cay CoimcH Page 3 "Although, as we have noted there are few opportunities in a small department for peace officers to develop special skills, the cost differential between assigning a supervisory peace officer and a non peace officer to this function is great and therefore must also be given consideration. " "We recommend the Training Sergeant position be eliminated and replaced by a non peace officer Training Coordinator position. We recommend this position be eliminated through attrition (i.e., when a sergeant's position becomes vacant). Converting this position to civilian non-sworn status will also immediately realize a 17.60% savings from the safety retirement rate. The current total compensation for the position is $132,740. The Association proposed civilian replacement would realize an annual savings of$44,000 for fiscal 2005-06 and nearly$47,000 for 2006-07.. Currently,the City provides one police officer and an administrative assistant to the County Narcotics Task Force(NTF). The positions total compensation of$58,743 is funded entirely by the City. A budget committee recommendation was made to recoup the positions allocated funding from asset forfeitures that NTF produces. The Cities of San Luis Obispo, Arroyo Grande, Paso Robles,Atascadero and Morro Bay currently provide one officer each to the NTF. The City of Morro Bay has reduced their officer to %-time participation and will eliminate the position July 2005. CHP provides one officer and the District Attorney provides two Investigators and one support clerk. During the budget crisis of 1922-93, the equivalent of the Neighborhood Services Manager was eliminated. The only FTE eliminated in the police department during that time period. While the Association recognizes the potential objections from neighborhood groups, we believe that a current Master Police Officer or Police Sergeant could perform those duties as ancillary duties to their current position. The elimination of first responder police officer positions should not be subordinated to non-emergency civilian positions in our view, particularly if provisions are provided to continue community outreach. The net savings for 2005-06 would realize $98,000 and$103,000 in 2006-07. The Association's revised budget reduction recommendations are as follows: FY 2005-06 FY2006-07 ➢ Vehicle Tow Release Fee $ 34,300 $42,500 ➢ False Alarm Fees $45,800 $ 45,800 ➢ Cost Recovery Collision Investigations $ 82,300 $ 82,300 ➢ Cost Recovery for Parking Enforcement $ 30,000 $ 30,300 ➢ Building Maintenance/Janitorial $ 25,000 $ 25,000 ➢ Fleet Reduction—Motorcycle $ 12,000 $ 12,000 ➢ NTF position cost recovery $ 58,743 $ 62,268 ➢ Admin. Sgt. converted to civilian $ 43,718 $ 46,665 ➢ Admin Capt. converted to Civilian $ 33,749 $ 35,605 ➢ Neighborhood Servs. Manager eliminated $ 97,957 $103,345 $4639567 $485,783 Memorandum May 26,2005 Mayor and City Council Page 4 The Association recommendations of converting the Administrative Sergeant and Captain to civilian status,position reimbursement for the NTF position and elimination of the Neighborhood Services Manager and reassignment of duties to a sworn officer,would realize a savings of$234,167 and save both police officer positions that are recommended to be eliminated. These recommendations are made possible by retirements and would result in only one civilian FTE being eliminated. These recommendations if implemented would require a realignment of the Investigations, Narcotic Task Force, and SORT divisions to the Operations Bureau. Similar command structure exists to allow effective assimilation by the Operations Captain. The Operations Captain chain of command would then flow to four lieutenants, which is the industry standard minimum number of subordinates. SNAP personnel could be assigned to either the Downtown unit or Traffic unit, each staffed by a police sergeant and three officers. Each sergeant is under utilized to the ratio of assigned subordinates. Neighborhood services duties could be assigned to the remaining police sergeant as ancillary duties. If as Mr. Statler suggests our budget situation becomes more serious in 2006107,the Associations recommendations are prudent considering the growing concern on revenue downturns.These recommendations are imaginative,creative and mitigate the loss of emergency first responder police officers. Given the extra duties officers are now expected to assume with noise abatement, alcohol enforcement, DUI checkpoints and accident investigations, fewer available police officers translates into slower emergency response, long time delays on public service calls and officer safety issues. Our officers now are burdened with excessive overtime requirements and two events per year requiring maximum deployment, cancelled vacations and holidays with twelve hour on and twelve hour off schedules during Mardi Gras and Cal Poly open house. Administrations reciprocal agreements with allied agencies who supplied officers during the Mardi Gras event will further require additional overtime requirements to provide officers to the Cities of Santa Maria, Pismo Beach, Morro Bay,Arroyo Grande and County during their respective special events. In closing, on behalf of the men and women of the Police Officers' Association, I respectfully ask that you fully consider these recommendations during your deliberations on the proposed budget cuts. Thank you. Very y yob, Dale E. Strobridge Enclosures: 1995 Commission on Peace Officer Standards and Training 1995 SLOPOA Recommendations to the POST report May 4, 2005 POA 4.9%budget reduction recommendation/email Page 1 of 1 Subj: SLOPOA 05-07 Operating Cost Reduction Recommendations Date: 5/4/2005 3:51:47 PM Pacific Daylight Time From: SLOPOA To: khampian@slocity.org CC: DLinden slocity.org, SLICHTYA-slocity.org, BSIMSCcD-slocity.org, criedel(ftlocity.org,VNUNEZ@slocity.oro Ken: The attached spreadsheet of reduction options is the POA recommendations to the overall cut reduction requested by you. While the POA shares some of the Chiefs views on her recommendations, we believe there are other altematives available to "skin this cat"while protecting essential public safety services by minimizing reductions of first responders for our community. In summary,.the following are the recommended options: • Convert Building Maintenance and Janitorial to contract services. • Fleet reduction, defer one police motorcycle purchase. • Fund NTF Administrative Assistant with asset forfeiture monies. • Convert Administrative Sergeant to equivalent civilian position • Convert Administrative Captain to equivalent civilian manager position • Convert D.A.R.E officer position to 1/2 time w/o benefits. • Eliminate Neighborhood Services Manager As you will note,the POA cut recommendations area few dollars less for 2005-06 by approximately$7,000 and for 2006-07 $1,800, however they exceed the 4.9%target level of$521,100. Only 2.5 full time positions would be lost as opposed to the Chiefs 4.0. One vacant police officer position would be filled by the reduction in rank of one police sergeant, the second remaining position would be filled by the former full time D.A.R.E. officer. The loss of a full time D.A.R.E. police officer would be funded 1/2 time from the indicated savings. The advantage to this proposal is no loss of first responder police officer positions while the administrative positions are filled with a civilian counterpart and extra duties of the Neighborhood Services Manager are assumed by staff. The equivalent of the NSM was the only position eliminated during the 1992-93 fiscal crisis. It was unfortunate that I misunderstood your timeline for POA input. Prior to your final recommendations to Council, POA representatives would like an opportunity to meet and discuss these issues and recommendations with you. Thank you. Sincerely, Dale San Luis Obispo Police Officers'Association Dale E. Strobridge, President P.O. Box 1251 San Luis Obispo, CA 93406-1251 Telephone (805) 441-3256 FAX (805) 461-773 Thursday, May 26, 2005 America Online: SLOPOA 6LOPOA 2005-07 Operating Cost Reduction Options Recono..tendations May 41 2005 Regular Description Service bripact Staffing 2005-06 1 2006-07 POLICE REVENUES Vehicle Tow Release Fee. Cost recovery Will increase police staff time dedicated to N/A 34,300 42,500 for police initiated vehicle tows. Gross cost accepting and processing the release fee. recovery is$54,300 in 2005-06 and$62,500 in 2006-07 of this$20,000 annually has already been figured into Bill's projections prior to determining the gap. The net revenue is reflected,which shows a 20% increase in 2006-07 which will be sustainable. False Alarm Fees. Adding a fee for the 3`s None. N/A 45,800 45,800 false alarm in a 12-month period and increasing the false alarm fee for the 71°and subsequent false alarm in a 12-month period to partially off-set the cost of police resources responding to the false alarms. The annual revenue is net of the 20%that will go to the third party alarm-billing agency,Municipal Alarm Cost Recovery for Property Damage Only We are currently providing this service for N/A 82,300 82,300 Collision Investigations. Adding a fee for no fee. Failure to implement this cost cost recovery of officer time for property recovery fee could result in the PD having to damage only collision investigations. We discontinue this service,which has a greater currently conduct these investigations as a adverse impact on parties involved in courtesy to the parties involved. We are not collisions. mandated by law to do so. Most of the time this fee will be paid by insurance companies. Cost Recovery for Parking Enforcement. None. N/A 30,000 30,700 This would transfer monies from the Parking Fund to the Police Budget to reimburse police time for parking enforcement activities. SUPPORT SERVICES Building Maintenance and Janitorial. Reduction in the overall level of facility care 1.0 FTE 25,000 25,000 Converting the Building Maintenance and maintenance. Based on discussions Worker salary and benefits to full-service with Public Works facility maintenance staff contract janitorial services will results in a and Excel janitorial services impacts will be net savings of$25,000 annually. The reasonably mitigated. current position will become vacant prior to July 2005 as a result of retirement. TRAFFIC SAFETY Fleet Reduction—Motorcycle. None. N/A 12,000 12,000 Eliminating one police motorcycle scheduled for replacement in 06-07 at a cost of$24,000. Continue agreement with POA to"freeze"position until FY07. ADMINISTRATION Narcotics Task Force Administrative None. Adequate annual narcotic asset 58,743 62,268 Assistaut. Require NTF funding of position forfeitures are generated by NTF to fund this from narcotic asset forfeitures, position. NTF sworn staffing will be reduced by proposed elimination of Morro Bay Police Officer. SLOPOA 2005-07 Operating Cost Reduction Options Recornuiendations May 4, 2005 Regular Description Service Impact staffing­ 2005-06 2006-07 Administrative Sergeant. Converting this Minimal. Converting the position to civilian 43,718 46,665 position to civilian status will immediately status maintains the operational needs of the realize a 17.601/o savings from the Safety Department in coordinating training, Retirement rate. Converting to civilian permits,lodging coordination,recruitment status is consistent with industry standards and background investigation coordination. and the March 10,1995 POST report. Minimal background investigations are Proposed total compensation salary and anticipated due to continuing budget freeze. benefit benchmark of$89,022,reduced from Downside,loss of administrative career current$132,740. opportunities for police sergeants. Police Administrative Captain. Position Reorganization and restructuring of the 33,749 35,605 will become vacant due to retirement. department would be necessary. Converting this position to civilian status Investigation Bureau would be moved from will immediately realize a 17.60%savings Administration to Operations Bureau. from the Safety Retirement rate. The March Command structure is in place with one 10, 1995 POST report strained to justify lieutenant and sergeant consistent with peace officer status for this position. patrol division command organization. A Proposed total compensation salary and civilian manager would supervise all civilian benefit benchmark of$132,831,reduced employees. from$166,580. JUVENILE SERVICES 1/2 Time Police Officer Position(DARE Maintains essential functions of DARE 0.50 PTE 70,957 75,507 and Junior High School Resource Officer program. The Police Department SRO). This position is responsible for continually receives extremely positive conducting both the DARE program and for feedback about the DARE program from providing school resource officer services at students,parents,school administrators and the Junior High School as part of our focus community members. Continues a program on at-risk youth. This position is currently with significant opportunity for positive filled as a special assignment.Reduction to police contact with our young people 1/2 time position would be filled with including valuable substance abuse reserve police officer w/o benefits. education. Continuing SRO services at the Junior High School will continue our ability to work with our most at-risk youth population. NEIGHBORHOOD SERVICES Eliminate Neighborhood Services Eliminating the position would reduce some 1.0 FTE 97,957 103,345 Manager Position. Position will become opportunities for the City to be responsive to vacant due to retirement.This option would neighborhood groups and issues. completely eliminate the Neighborhood Services Manager position. Redistribution of duties could be accomplished.Increased workload of remaining staff would be realized. Neighborhood groups and associations would likely significantly oppose total elimination of this position. TOTAL 2.50 FTE 534,524 561,690 G t� .rod sF ` REPORT OF THE POST MANAGEMENT STUDY OF THE SAN LUIS OBISPO c'Ertv POLICE DEPARTMENT �S1fX �.uQ si t �~ March 10, 1995 wfn �� f -..+e 1 .i } v Y 7 ♦ raa 1 '}'r � Y,VVa � ��,� 2 q < y L �S..I .. Y..:� ✓ � .•�+ �� � r+ far r R; V{i �ti r sR rt.` �S w�� O � �Q �5 .� ✓'_ ` ^ t t �c• ?� 5 r ' • r s � � r 1� J r f � i u � t..a� \ llFfiR" ST�N�ARO ..�f` A '1 �ti a. � � ,.,v`r 2`vt i. i x +'.•.-0 a wr � I s � r *i t t' s � tl J t�. � p° .7 -ns ° • t i THE' comsloN s : ^mts _ ` ' " ' ON�PEACE OFFICER�STANtDARDS AND`TRAINIPIGf � s' � , � r �r � 1°'u r'S Yr � ° A� t lS�� U�tr r �T f� $�y:rF T t .'' ti 4 K✓r—ifs .r ��.: i ESTATE OF CALIFORNIA„ REPORT OF THE POST MANAGE' M=Y'QF THE SAN LUIS OBISPO POLICE.D iAcR TABLL. OF CONTENTS I. METHODOLp6Y . . . . . . . . . . . . II. OVERVIEW . . . . . . . . . . . . . 1 III. ANALYSIS . . . . . . . . . : .. 5 ORGANISATION DESIGN r . 5 ALTERNATIVES TO THE ORGANIZATION-DESIGN . . . . . 5 Organizational Placeme t- of 600ponentUnits . 5 organization of the ' 'wa Bureaus : 5 Traffic Safety Unit - 7 Evidence/Property Unit . . . . • . 9 Records Division and 000makWations Division io Rank Classifications and AsSAJ ULZ i . . . . . . 10 Captains . . . . . . . . . . . : . 10 Lieutenants . . 11 Patrol Division 11 Investigations Division .. •. 12 Sergeants and Non-Peace O€fidsr Supervisors 12 Patrol Division. . . . . . . . . . . . . . . . 12 Training Unit . . . . . . t , 13 Support Services Manager , 15 WORKLOAD DISTRIBUTION, STAFFING AND PERSONNEL SING •M Workload Distribution . . . . . . . . . c 1.7 Patrol Dispatching . . . . . . . . . 17 Data Elements that were Analyzed r 17 Response Performance . . . . . . . . , 19 Sector and Reporting District Analysis , 21 Staffing . . . . . . . . . . . . . . . 22 Size of Patrol Force . . . . . . . . . . 22 Patrol Schedule . . . . . . . . 22 Personnel whose Activity was Analyzed . . . 23 Consumed Time, Administrative/Personal Time and Unobligated Time . . . . . . . . . . . . . . . . 24 CFS Consumed Time vs. Actual Staff Time . . . . 25 Absentee Factor . . . . . . . . . . . . . . 30 Personnel Scheduling . . . . . . . . . . . . . 30 12-Plan Deployment . . . . . . . . . . . . . 30 Existing 12-Plan with Augmented Staffing Level 32 8-Plan Deployment . . . . . . . . . . . . . . . 33 10-Plan Deployment . . . . . . . . . . . . . . . 34 COMMUNITY EXPECTATIONS & THE SERVICE LEVEL . . . . 35 The Service Level . . . . . . . . 35 i community Expectations EVALUATING THE PERFORMANCE OF THE DEPARTMM-' Of 19.% Evaluation of the Department's ManagpOpp'�*, 3 Evaluation of Department Operations- 38 Evaluation of Internal Issue 39 Evaluation of the Department's Interactfqn� ,g&,.M- the Community . . . . . . . . . . . ... . 39-. USE OF TECHNOLOGY . 3.9.- The CAD/RMS System . . . . . . . . . . 39 Use of Tape Recorders for Dictated Reports 40 IV. SUMMARY OF RECOMMENDATIONS . . . . . . . .. . . . . 4.5 APPENDICES Proposed 12-Plan Day Off Schedule . . . . . �pp end W- .. A Priorities of Police Services . . . . . . .. . .. San Luis Obispo P.D. opinion Survey . . . . . . . .. . k6pe*ndix d Survey of Public Opinion . . . . . . . . . . . . . Appendik- D "One-Write" . . . . . . . . . . . . . . . .. . . . . Append : REPORT OF THE POST MANAGE MT STUDY OF THE SAN LUIS OBISPO POLICE DF.PARTMOd This report summarizes the POST management study of 8& §an Luis Obispo Police Department. The study focused on Organic-ation Design, Workload Distribution, Staffing and Personnel Scheduling in Patrol, Community Expectations, Performance Measurdf for Patrol Personnel, and Use of Technology. METHODOLOGY We interviewed the chief, command officers, and indepefident unit supervisors. We conducted a patrol workload analysis, using a compi��dr- generated database, and reviewed the capabilities of •the Department's computer-aided-dispatch system. We reviewed the Department's survey questionnaire, last used in 1989 to sample public opinion on the department's performance. OVERVIEW OF THE DEPARTMENT The Department is organized into two major organizational components: Operations Services Bureau and Administrative Services Bureau. The bureaus and their sub-units are described below: Operations services Bureau is commanded by a captain. This bureau contains: 1. Patrol Division. This division is organized into two major functions: the Patrol Day and Night Watches, and' the Situation Oriented Response Team (SORT) . The Patrol Day and Night Watches are staffed by four lieutenants, four sergeants, 23 police officers and two field service technicians.' The SORT unit is staffed by one sergeant and three police officers. it of the SORT unit work ten hour`e per day, four days per week. The unit is responsible for proactive enforcement of special crime problems (e.g. , auto The "authorized" complement of peace officers in patrol is 27; only 23 positions were filled during our survey. 1 burglaries, vandalism) . According to the SORT sergeant, the unit also provides assistance to patrol units. 2. Traffic Safety Unit. This unit is staffed by one sergeant and three police officers. Only two of the police officer positions were filled at the time of our visits. The officers are assigned motorcycles and are responsible for traffic enforcement and investigation of traffic . collisions. Generally, members of the unit work the same shift hours as patrol day shift officers. Presently, days off of traffic officers are arranged so that both officers work on Wednesdays. 3. Investigations Division. This division, commanded by a lieutenant, consists of five police officers assigned as investigators. The division is organized in four sections: A. One officer is assigned to the Crimes vs. Persons Section. B. Two officers are assigned to the Crimes vs. Property section. One officer specializes in burglary .investigations and one officer specializes in economic crime investigations. C. One officer is assigned to the Juvenile Section. D. one officer is assigned to the Sexual Assault Section. In addition, the Investigations Division contains: A. One officer who handles the Department's Drug Awareness Resistance Education (D.A.R.E. ) program. B. One officer and one administrative secretary who are assigned to the county-wide Narcotics Task Force (NTF) . The NTF is supervised by the State Department of Justice and is comprised of police officers from all cities within San Luis Obispo County. C. One non-peace officer evidence technician, who manages the evidence and property function, and collects evidence at some crime scenes. Administrative Services Bureau is commanded by a captain.. This bureau includes: 1. Records Division. The Records Division is staffed .by one supervising clerk position and four records clerk positions. 2 The division processes records eight hours per day, seven days per week. 2. Communications Division. The division is staffed with one Communications Technician II position and ten dispatcher positions. The division is responsible for police and fire radio dispatching. 3. Support Services Unit. This unit is staffed by one non- peace officer Support Services Manager position. The support services manager is responsible for maintaining the automated Computer-Aided-Dispatch system (CAD) and the Records Management System (RMS) . A. Custodian. The custodian performs janitorial work in the facility, under the general supervision of the Support Services Manager. 4. Training Unit. This unit is staffed by one sergeant position. The unit coordinates all in-service training_ (except first aid) and manages the training records of all employees. A chart of the present organizational design is shown in Figure 1, on the next page. 3 ANALYSIS ORGANIZATION DESIGN. In general, the two-bureau organization structure is consistent with principles of law enforcement organization and is comparable . to other departments of the size of San Luis Obispo Police Department. Law enforcement agencies are usually organized by grouping similar tasks and functions. Other elements that influence the organization include time of service need, processes, methods and clientele served. The basic structure is usually developed by grouping similar tasks and functions, and arranging them in a logical and consistent order. Law enforcement agencies in general perform many of the same tasks; however, there are many valid reasons for variations in organizational structure. Such variations may be due, for example, to size, complexity of tasks, and the need for specialization. We know of no single organizational structure which is suitable for all aggncies, nor a structure which will forever remain suitable. The "classic" organization by function result in a great disparity between the number of personnel and functions presently assigned to the operations Bureau (line functions) and those assigned to the Administrative Services Bureau (staff function) . We believe the responsibilities and workload of the two captains are unbalanced. The Operations Bureau Captain manages the activities of 51 employees -- five lieutenants, six sergeants, 36 police officers, two field service technicians, one identification technician, and one administrative secretary. The Administrative services Bureau captain manages the activity of 19 employees -- one sergeant (the training sergeant) , three non- peace officer supervisors (the Records Supervisor, the Communications Technician II and the Support Services Manager) , four records clerks, ten dispatchers and one custodian. ALTERNATIVES TO THE ORGANIZATION DESIGN. 1. Organizational Placement of Component Units. Organization of the two bureaus. We believe a better balance of responsibilities and workload is achieved when some responsibilities and organizational units now assigned to the Operations Bureau are reassigned to the Administrative Services Bureau. In some agencies in which we have conducted studies, the imbalance has been corrected 5 by assigning the detective function to a bureau other than Operations. Balancing the responsibilities and workload of the two captains is not the only issue to be considered, however. Other issues include the desirability of both bureau commanders having the same rank, to provide the flexibility to periodically rotate the assignment of these managers. The purpose of the rotation, of course., is to enhance and increase the experience and capabilities of the managers and provide the organization the benefit of varied perspectives and experience. In addition, the issue of maintaining career path opportuni- ties in the department deserves serious consideration. We learned that the incumbent captain of Administrative Services Bureau is presently involved heavily in the Department's defense against a federal lawsuit. For that reason, additional management responsibilities imposed at this time may constitute a significant burden. However, we understand this situation is temporary. We find it difficult to justify the under-utilization of a peace officer executive position to manage 19 employees in the Administrative Services Bureau, only one of whom -- the training sergeant -- is a peace officers However, simply eliminating the Administrative Services Bureau captain position, and assigning the present duties to the Operations Bureau captain presents other problems. (See Rank Classifications and Assignments, page 10. ) In general, principles of organization suggest that organizations be structured so that managers and supervisors are responsible for several functions or persons. In this way, the organization avoids "one-on-one" supervisory relationships. Eliminating the position would create just this structure and, therefore, is not a satisfactory alternative. We recommend the Investigations Division (including all the component units) be assigned to the Administrative services Bureau. 2 We recommend in this report that the training sergeant position be civilianized. 6 Traffic Safety nit. The specialized traffic (motorcycle) unit helps the Department achieve it'sgoals ntovraffici luirprdes bike enforcement and safety. In addition, trail patrol, special event coordination and support (e.g. , "COPELAND'S RUN," "MARDI GRAS") , makes presentations about traffic safety, manages the bicycle safety program and investigates traffic collisions. Within the Department, the unit provides opportunities and incentives for career enhancement, and improves recruitment and retention. . The Chief of Police has expressed his commitment to a specialized Traffic Unit as an appropriate use of resources, based on the City's service population and activity, the Department's authorized strength and the strongly expressed desires of the community. We examined records that describe the activities of the Traffic Safety Unit. A memo indicates that 85% of the 11361 traffic collision investigations in 1993 were completed by Traffic Unit officers.. We found that 828 citations for moving violations were issued by uniformed officers during the period of our analysis of the Department's patrol workload (September 1, 1993 through November 301 1993) .' Of this number, 214 (26%) were issued by the two traffic officers. The other 614 citations were written by patrol officers. In the WORKLOAD DISTRIBUTION, STAFFING AND PERSONNEL SCHEDULING portion of rporomatethis report (see page 17) , we calculated that d xius1Y 21 patrol officers worked during the survey pe each patrol officer wrote 39.42 moving violation citations, and each traffic officer wrote 107 moving violation citations during the 91-day survey period. The average number of moving violation citations written daily is: .42 citations per day for patrol officers and 2.74 citations per day for traffic officers who worked during the survey period. We understand that in a relatively small agency there are few opportunities for employees to develop special skills. Nonetheless, we find little justification for maintaining the Traf-fic Safety Unit as a separate organizational unit when: (1) the patrol workload is high, as is the case in San Luis Obispo;' and (2) the unit contains only two filled positions. In any event, in an agency of this size it is desirable, as a general rule, to have all field officers 3 (See WORKLOAD DISTRIBUTION, STAFFING AND PERSONNEL SCHEDULING, page 17. ) 4 Ibid. 7 participate in traffic enforcement and traffic collision investigation. Unless the Department can augment the patrol force (by filling its vacant police officer positions) , we recommend the three traffic officer positions be reassigned (with their motorcycles, if desired) to patrol shifts. The following observations apply whether or not the traffic officer positions are reassigned to patrol shifts: a. Department policy is to assign Traffic Safety motorcycle units to patrol calls for service "when necessary. " In practice, motorcycle units are assigned to patrol calls for service when patrol officers are unavailable. b. Traffic officers should be assigned to respond to patrol calls for service. During the time they-are not answering calls, it may be appropriate, because of their training and equipment, to direct their- activities to traffic enforcement and collision investigation duties. c. Any decision to assign patrol duties to an officer equipped with a motorcycle should take into account the limitations on patrol performance inherent in the use of motorcycles (e.g. , transporting prisoners, carrying equipment or evidence, and officer protection) . d. We were advised that reported traffic collision assignments are usually held for the traffic units. To the degree that this practice exists, the response time to collisions is increased. All police officers have received basic training in traffic accident investigation. Except for serious or complicated collision investigations, dispatchers should make no distinction between patrol officers and motorcycle officers when assigning traffic collision investigations. If the Traffic Safety Unit is permanently assimilated in the patrol force because the Department is unable to fill its vacant patrol positions, there is no need for a fulltime traffic unit supervisor. We were advised that the Traffic Sergeant serves on a number of committees (for example, Bicycle committee, Accident Review Board, Special Events Committee) , attends meetings 5 The on-duty patrol lieutenant must authorize the use of traffic units to respond to patrol calls for service. 8 with special groups (such as BIA, Traffic Engineer) , and coordinates a number of programs (such as crossing Guard, Green Pennant, and Pedestrian Safety) . These duties, together with the special reports now prepared by the Traffic Sergeant, can be assigned to the patrol commander, who could delegate them to the appropriate watch .lieutenant. If the Department must permanently assign the traffic officers to Patrol Division because it is unable to fill its vacant patrol officer positions, we recommend the Traffic Safety Unit supervisor position be eliminated. Evidence/Property Unit. In the POST Publication, "Managing Property in Law Enforcement Agencies," we wrote "There are compelling reasons -- which apply to all departments -- that the responsibility for safeguarding and processing property be assigned to a specific organizational unit which functions primarily for that purpose. Thatunit usually is placed organizationally in the support services bureau, division, or section. "Investigation or patrol personnel, who are involved in collecting evidence in the field and who subsequently may authorize release of these items, should not also be given the responsibility to store or process evidence. The storage by investigators of such items as narcotics or hit- and-run related evidence should also be avoided. Centralizing the control and storage of property, and staffing the property unit with personnel, who are not involved in operational tasks, are precautions that will simplify control procedures and enhance the integrity of a property system."` POST has observed in other agencies that when the Evidence and Property function is organizationally situated in the investigative unit, the Property Custodian can be subject to undue pressure from investigators in the unit to "take shortcuts" in the booking or release of evidence or property. We have been assured, however, that in San Luis Obispo, evidentiary property is secure and only the evidence technician has access to the property room. We were also advised that non-evidentiary property is handled differently than evidence (for example, non- evidentiary property is booked and released by Patrol Division Field Services Technicians) . We believe that all 6 "MANAGING PROPERTY IN LAW ENFORCEMENT AGENCIES," commission on Peace Officer Standards and Training, p.2. 9 property (evidence and non-evidence) should be processed in the same manner and stored in the same facility. Property Management is, after all, principally a storekeeping function. For these reasons, we believe the orraniion czatal placement of the Property/Evidence Unit should be moved from the. Investigations Division to the Records Division. We recommend that the property function be assigned .as a subordinate unit of the Records Division. Records DivisionandCommunications Division. The communications Division has been operating without a supervisor for some time (that vacant position was filled while this study was in progress) . In addition, the Records Supervisor is presently responsible for supervising only four records clerks. Further, because of the high volume of dictated reports that must be transcribed,' the records supervisor personally transcribes reports. When the Investigations Division is moved to the Administrative Services Bureau and the Property and Evidence Unit is moved to the Records Division, the Records and Communication divisions and the Support Services Manager function can be combined into a single division (Records and Communications Division) , but only if the number of reports transcribed is significantly reduced or eliminated.` A single non-peace officer manager position is appropriate to supervise the new division. We recommend that both the Records and Communications components be combined into one division (the Records V Communications Division) under one supervisor, but only if the number of reports transcribed is significantly reduced or eliminated. 2 . Rank Classifications and Assicinments Captains. Each of the two bureaus is commanded by a captain. If the captain of operations Services Bureau is responsible for Patrol Division, Traffic Safety Unit and SORT Unit, and the captain of Administrative Services Bureau is responsible for Investigations Division, Records & Communications Division, Support Services Unit and Training 7 See "USE OF TECHNOLOGY," Use of Tape Recorders for Police Reports, pages 39-44 of this report. g Ibid. 10 unit, the assignment of two peace officer managers is appropriate to command the largest organizational components. We recommend that the Department continue to assign captains as bureau commanders. Lieutenants. A. Patrol Division. The present assignment schedule assigns a patrol watch commander (lieutenant) 24 hours per day, six days per week.' A patrol field supervisor- is also assigned 24 hours per day, six days per week. All patrol lieutenants are assigned a "specialty." Specialties include: 1) Report Review; 2) Noise Abatement; 3) Cost Recovery; 4) Background Investigations; 5) Civil Disaster; 6) Employee Recognition; and 7) Scheduling. We believe that a watch commander (i.e. , a lieutenant) position should be assigned to provide management control and command presence on all shifts and days of the week. Duties of the on-duty lieutenant should include: 1) Supervising field supervisors and the communications dispatchers during hours when the Communications Division Manager is absent; 2) Acting for the Chief of Police when the Chief (and the captains) is off duty or unavailable; 3) Receiving citizen's complaints and conducting internal investigations, when necessary; 9 There are fourteen 12-hour shifts per week. Onelieutenant position can work 3 shifts per week; thus, four lieutenants can work 12 of the 14 shifts per week. 11 4) Attending public meetings as appropriate; 5) Providing needed management coordination between different bureaus and divisions; 6) Providing appropriate inspections of department facilities; 7) Ensuring that departmental policies are consistently applied; and 8) Acting as the Incident Commander during emergencies and unusual occurrences. We recommend the Department continue to assign four lieutenants to Patrol Division. The proposed assignment schedule for patrol (see Personnel Scheduling, page ) assures that four lieutenants provide management control and command presence on all shifts, seven days per week. B. Investigations Division. The lieutenant in Investigations Division commands five specialized investigative units and two independent units (D.A.R.E. , and the Narcotics Task Force) . (The Evidence/Property Unit has been reassigned to Records & Communications Division) . A lieutenant position is appropriate in this position because of the need to coordinate investigative activities and investigator call-out assignments with patrol watch commanders. we recommend the Department continue to assign a lieutenant to Investigations Division. 3 . Sergeants and Non-Peace officer Supervisors. A. Patrol Division. Two patrol sergeants are assigned to each 12-hour shift. Because all patrol personnel work 3 days per week (see Patrol Schedule, page 22) 8 patrol sergeant coverage on each shift is provided each week for a total of six days (with a patrol lieutenant filling in on the seventh day) . We believe a supervisor (i.e. , a sergeant) position should be assigned to provide supervisory control on all shifts and days of the week. Duties of the on-duty supervisor should include: 1) Conducting briefings, and roll-call and in-service training sessions; 12 2) Providing direction to Communications Division dispatchers during tactical situations (e.g. , vehicle pursuits, barricaded suspects, etc.) ; 3) Providing coordination of high-risk and major incidents, and serving as the "Incident Commander" in appropriate circumstances; 4) Providing field supervision to all patrol officers on duty; 5) Assessing the quality of services provided by patrol officers by monitoring and evaluating patrol officers' performance of duty; 6) Assessinq..crime problems and assigning "directed patrol" activities; 7) Interpreting the application of, and assuring adherence to, Departmental rules and procedures in the field; S) Providing counseling or discipline, as necessary; 9) Supervising the performance of new officers assigned to the field training program; and 10) Acting as backup when no other units are available. To minimize liability to the Department and the City, it is important that these duties be performed by persons of supervisory rank who are assigned primarily to patrol. We recommend the Department continue to assign four sergeants to Patrol Division. The proposed assignment schedule for patrol (see Personnel Scheduling, page ) assures that four sergeants provide supervisory control on all shifts, seven days per week. B. 1raininc7 Unit. The Training Sergeant also serves as the Safety Officer. He manages the Field Training Officer (FTO) program, and is the Department's rangemaster. He performs recruiting and testing duties, and screens He coordinates the assignment employment applications. of background investigations and serves as an interviewer on panels for other agencies. Since the administrative lieutenant position was eliminated, the training sergeant has been assigned some 13 ' I "administrative" tasks (e.g. , setting up the Student Noise Abatement Program ["SNAP"J , serving on the College Kiosk Committee, and being the first contact for the Department's crime prevention program) . He also handles massage parlor and solicitor permit applications, and coordinates the volunteer program. We considered whether a peace officer position is required to coordinate and plan training for peace officer personnel or to maintain credibility in meetings of police training officers. We also considered whether a supervisory peace officer is required to manage attendance problems arising from assigned training. We considered whether a supervisory peace officer would be needed to "negotiate" with peace officer personnel regarding reimbursement forextraneous costs (seals,hey had travel, lodging) expensive requested. We considered whether a supervisory peace officer would be needed to disapprove requests for training submitted by peace officers or their supervisors. We considered the advantages to the Department (and the advantages to employees' morale) in having a position where assigned employees could develop special skills. Finally, we considered whether the non-training (i.e. , administrative) duties performed by the Training Sergeant required a peace officer. We believe that managing attendance problems are the responsibility of employees' supervisors. We also believe that a non-peace officer training manager, with an adequate orientation, should be able to handle negotiations and communicate disapproval of training requests. To the extent that disputes arise, a peace officer manager (i.e. , the captain commanding the Administrative Services Bureau) would be available when necessary to provide direction. Although, as we have noted, there are few opportunities in a small department for peace officers to develop special skills, the cost differential between assigning a supervisory peace officer and a non-peace officer to this function is great and therefore must also be given consideration. 1 14 We believe that all of the administrative tasks (including background investigations) can be performed by a non-peace officer. There is clearly a need for one employee to coordinate and manage training. However, we believe these duties, including coordinating the field training program and performing other administrative duties, could be performed satisfactorily and in a cost effective manner by a non-peace officer employee. We recommend the Training Sergeant position be eliminated and replaced by a non-peace officer Training coordinator position. We :recommend this position be eliminated through attrition (i.e., vhen a sergeant's position becomes vacant) . C. Su3 ort Services Manager. This position was originally responsible for supervising a combined Records & Communications Division. Over time, the responsibilities of maintaining the automated Records -Aided-Dispatch systems have Management and Computer increased so the incumbent can no longer manage the Records and Communications units. At present, the position only supervises one .janitor position. We recommend the support Services Manager position be changed to a non-supervisory classification (such as Issupport services Technician") and the position description modified to reflect the present job responsibilities. We recommend these changes be made through attrition (i.e. , when the position becomes vacant) . A proposed organization design is shown in Figure 2, on the next page. 15 i WORKLOAD DISTRIBUTION STAF ING AND- PERSONNEL SCHEDULING Workload Distribution. We conducted a patrol workload survey to analyze the amount of "consumed time" by patrol police officers handling calls for service (CFS) . Consumed time is that period a police officer is unavailable for other duties while handling a specific assignment. Our study focused on the reactive CFS demand. We did not analyze activities unrelated to the demand for calls-for-service, such as: (a) self-initiated tasks performed by police officers; (b) administrative duties; and (c) proactive patrol duties. self-initiated activities include vehicle stops, business checks and field contacts. Administrative tasks include meals, report-writing and court appearances. Proactive patrol duties include patrol activities undertaken during unobligated time as directed by patrol supervisors. We do not .analyze these activities because they are subject to control by department policy. Moreover, the volume of self-initiated activities is, as a rule, proportionate to the number of police officers assigned to a particular shift. After a workload analysis is completed, judgments can be- made concerning the time available for officers to perform proactive Patrol duties, response time, deployment, and the number of police officers assigned to patrol. 1. Patrol Dispatching: Calls for law enforcement service in San Luis Obispo are received and dispatched by the Communications Division. 2. Data Elements that were Analyzed. POST's methodology for conducting a patrol workload survey involves calculating the following data elements from each call for service: A. Day -- The day-of=week the call was received by the Communications Division. B. Priority -- The relative importance of the call. In most departments, calls are prioritized according to their urgency. Call "priorities" are fixed by assigning priority codes to different types of calls. Usually, calls are categorized as emergency (Priority A) , non- emergency (Priority B) , and purposely delayed (Priority C) . In San Luis Obispo, the Communications Division does not rely on the CAD system's priorities when dispatching calls for service. Instead, priorities for each call 17 are established by the dispatcher on a call-by-call basis, using personal judgment and experience. The CAD system's could not assist POST in assigning priorities because "cold" calls are assigned the same designator as "in-progress" calls. Consequently, all calls analyzed and described in this report are categorized as non-emergency (Priority B) , C. Time Received -- The time-of-day the call was received by the communications unit. D. Reporting District -- The geographic area from which the. call for service originated. The Department uses a "sector" system whereby the City is divided into two sectors, with each sector comprised of smaller geographical districts.'° Sector I contains 30 reporting districts; Sector II contains 32 reporting districts. Sector and reporting district configurations are not based on the patrol workload demand. Although the Communication Division's Computer-Aided- Dispatch (CAD) system records the reporting district of each call for service, patrol officers are not deployed to specific sectors or reporting districts. In addition, the City is also divided into three "zones." 1) Zone 1 includes everything north of Palm Street; 2) Zone "Free" includes everything between Palm and Pacific streets (i.e. , the "downtown" area) ; and 3) Zone 2 includes everything south of Pacific Street. Two officers are assigned to Zone 1 and two officers are assigned to Zone 2. All officers will respond to calls in the Free Zone. For reports that result emanate from a citizen going to the police station, the dispatcher assigns an officer to return to headquarters to take the report based on the location where the incident occurred. E. Oueue Time -- The delay that occurs after a call is received by the dispatch center until it is dispatched. to The CAD system assigns reporting districts "500" and "5000" to all incidents outside the city limits. 18 F. Travel Time -- The length of time an officer assigned to a call spends travelling to the location of the call. G. Resuonse Time -- The length of time after a call is received until a .patrol unit arrives at the call (i.e. , the sum of queue time plus travel time) . H. Consumed Time -- The length of time the primary police officer in patrol (and back-up officers, if they were dispatched) are out-of-service handling the call and therefore unavailable for other assignments. The Department provided us with a data listing of dispatches that were recorded by the CAD system during a 91-day period between September ist and November 30th, 1993. A 91-day period was used to ensure that the database contained information from an equal number of Mondays, Tuesdays, Wednesdays, etc. A total of 5,541 calls dispatched to patrol police officers were used in the analysis_ Data concerning the calls were input a microcomputer and calculated using POST's Patrol Workload/Deployment Program. 3. Response Performance: Figures 3-5, on the next two pages, show the queue, travel and response time averages for each day of the week, by shift, and overall. 19 SUMMARY OF RECOMMENDATIONS 1. Assign all component units of the Investigations Division to the Administrative Services Bureau. 2. Unless the Department can augment the patrol force (by filling vacant police officer positions) , reassign the three traffic officer positions (with their motorcycles, if desired) to patrol shifts. .3. If the Department must permanently reassign the traffic officers to Patrol Division (because it is unable to fill vacant patrol officer positions) , eliminate the Traffic Safety Unit peace officer supervisor position. 4. Assign the property function as a subordinate unit of the Records Division. 5. Combine both the Records and Communications components into one division (the Records & Communications Division) and assign one person to manage the combined division, but only if the number of reports transcribed is significantly reduced or eliminated. 6. Continue to assign captains as bureau commanders. 7 . Continue to assign four- lieutenants to Patrol Division. 8. Continue to assign a lieutenant to Investigations Division. 9. Continue to assign four sergeants to Patrol Division. 1o. Eliminate the Training Sergeant position and replace the position with a non-peace officer Training Coordinator position. Note: this recommendation should be implemented by attrition (i.e. , when a sergeant's position becomes vacant) . 11. Change the support Services Manager position to a non- supervisory classification (such as "Support Services Technician") and modify the position description to reflect the present job responsibilities. Note: This recommendation should be implemented by attrition (i.e. , when the Support Services Manager position becomes vacant.) : 12 . Continue the 12-Plan schedule, but adopt the alternative schedule presented in this report. It is particularly important that patrol lieutenants and sergeants be assigned 45 to this schedule, to maximize supervision and command presence. 13. Use priority designations when dispatching calls for service, in order to provide a means for calculating queue, r travel and response time averages for emergency and non- emergency calls. 14. Assign dispatch priorities for in-progress and report-only incidents in the CAD system database, and use the call. priorities when dispatching calls for service. 15. Discontinue the cassette tape-recording system; institute the "One-Write" system of handwritten reports, including field review by the reporting officers' supervisor; and discontinue typing of police reports (except in unusual circumstances -- for example, lengthy homicide reports.) 46 MEMORANDUM to: Chief James Gardiner from: The EHecutiue Board San Luis Obispo Police Officer's Rssociation subject POST REPORT date: May 1O, 1995 The Board wants to start by thanking you for the opportunity to review the POST report and give you our ideas. We understand that much of the data used was a snap shot" of the Department on October 2, 1994.The.report showed that the Department had 23 Officers with four vacancies. We understand most of those vacancies are now filled and this changed some assumptions made'bythe author in the report. During our review of the report, we found some errors. As an example, the author's discussion of this Departments handling of evidence and property was flawed. This may have been avoided if the author had conducted a more thorough investigation.. On April 11, 1995; we received three pages of a report compiled by David M. Griffith • and Associates. We were unaware of this analysis, but thank you for sharing it with us. We will attempt to incorporate the findings from that report into our response. The Board found an interesting.observation included in the Griffith report (item 2, page 4): `7NE PROJECT TEAM'S ANALYSIS OF PUBLIC SAFETY SERVICES INDICATES THAT THESE DEPARTMENTS ARE OPERATING AT OR BELOW THE STAFFING LEVELS REQUIRED TO PROVIDE`ABOVEAVERAGE'SERVICE." These reports provide all of us with an opportunity to reflect on current organizational structure and the methods we use. We view this as a chance to improve the way we do business. The Board's comments are not a criticism of you, the Department, or the author of the POST report The Board will now address each recommendation in-the POST report and, where appropriate, show if it is a aMeet and Confer" issue. Finally, the Board will propose a reorganization of the Department that will, we think, best use the budget available and yet meet the growing needs of our community. POST RECOMMENDATIONS 1. "We recommend the Investigations Division (including all the component units). be assigned to the Administrative Services Bureau:' The Board disagrees with this recommendation.The POST report gives no justification to move the Investigative Division.The author did not find any problem with the current operation. The only reason cited was to give the Administrative Services Bureau Captain more to do.This can only be seen as an attempt to justify the position. 1 Chief James Gardiner -2- May 10, 1995 The current organizational structure with Investigations under Operations is working Owell. It is our opinion that the recommended change could create a communications problem between Patrol and Investigations. Most importantly, moving the Investigative Division from the Operations Bureau to the Administrative Services Bureau appears to be an attempt to justify the second Captain position. Please refer to recommendation 6 for further discussion. 2. "Unless the Department can augment the patrol force (by filling its vacant police officer positions), we recommend the three traffic officer positions be reassigned (with their motorcycles,if desired)to patrol shifts." The Board agrees with you, as stated in the report, that traffic is an appropriate use of resources. We also concur with the report's recommendation to reassign the Traffic Officers to patrol shifts.Thereport listed four observations on page 8: la. Department policy is to assign Traffic Safety motorcycle units to patrol calls for service `when necessary.'In practice, motorcycle units are assigned to patrol calls for service when patrol officers are unavailable. `Sb. Traffic officers should be assigned to respond to patrol call for service. During the time they are not answering calls, it may be appropriate, because of their training and equipment, to direct their activities to traffic enforcement and collision investigation duties. "c.Any decision to assign patrol duties to an officer equipped with a motorcycle should take into account the limitations on patrol performance inherent in the use of motorcycles (e.g., transporting prisoners, carrying equipment or evidence, and officer protection). `d. We were advised that reported traffic collision assignments are usually held for traffic units. To the degree that this practice exists, the response time to collisions is increased. All police officers have received basic training in traffic accident investigation. Except for serious or complicated collision investigations, dispatchers should make no distinction between patrol officers and motorcycle officers when assigning traffic collision investigations.A The Griffith report incorrectly shows one Sergeant and two Police 0fficers.deployed in traffic.There are actually three Traffic Officers and one Sergeant. We recommend adding one additional Traffic Officer for a total of four. This fourth position was lost in a previous budget cut The cost of this position would be offset by the elimination of the Traffic Sergeant position (See Recommendation 3). Reassigning Traffic Officers to patrol shifts would reduce our response time to urgent calls and help us meet your goal of 33% available time. The report broke down the 91 days of the study into one hour time increments. Every seven days of the studied we failed to meet the goal 50 times with 21 officers. The author went on to project that if we have 25 officers, the number of times we fail to meet the goal is reduced to 21. We have 27 Officers, which drops the number even more. If you add in four traffic officers, the number of times we fail to meet the goal is reduced to about nine. • Chief James Gardiner - 3- May 10, 1995 The Griffith report states, under the °Proact Time"heading, "Appears to be at about O30% overall. Considered in the industry to be the minimum necessary to have any practical proactive capability at all. This level must impact response times and the Dept's. ability to implement any community policing program." This supports our recommendation to move traffic to patrol. 3. "if the Department must permanently assign the traffic officers to Patrol Division because it Is unable to fill its vacant patrol positions,we recommend the Traffic Safety Unit supervisor position be eliminated." We concur with the POST reports statement on page 8 that 'if the Traffic Safety Unit is pennanently assimila ted in the patrol force. . . there is no need fora full-time traffic unit supervisor."The Board also concurs with the POST report, in that, the duties of the supervisor, `together with the special reports now prepared by the Traffic Sergeant, can be assigned to the patrol commander, who could delegate them to the appropriate watch lieutenant"The elimination of this position would save the Department$75,764 annually. This savings would allow the Department to add the fourth Traffic Officer position lost in a previous budget cut A patrol Sergeant would supervise the Traffic Officers on the watch. in the past we had five Traffic Officers and no Sergeant. 4. "We recommend that the property function be assigned as a subordnate unit of the Records Division." The Board concurs with this recommendation. One Board member is the Evidence Technician and another member is a Feld Services Technician; therefore, our review of this recommendation is germane. Neither the Evidence Technician nor the Feld Services Technicians were interviewed. The author was in error when he wrote on page 9 that `hon-evidentiary property is handled differently than evidence. . .,`and, "we have been assured, however, that in San Luis Obispo, evidentiary property is secure and only the evidence technician has access to the property room."Actually, evidence and non-evidence are processed in the same manner and stored in the same facility. Besides the Evidence Technician, the Feld Services Technicians and the Support Services Manager have both keys and access. Property is released on a "who's available"basis. We agree with the POST report that those . . who are involved in collecting evidence in the field and who subsequently may authorize release of these items, should not also be given the responsibility to store or process evidence."These two functions should be separated. Currently, these two separate unrelated functions are assigned to the Evidence Technician: Crime Scene Investigation and Property Management As a Crime Scene Investigator he: collects and preserves evidence; performs laboratory analysis; photographs crime scenes; and collects, develops, and compares fingerprints. As the Property Manager he: inventories and maintains property; releases property; purges property;and conducts a public auction. We recommend the Evidence Technician continue to be assigned to Investigations and that a new position of Property Clerk be created. The Property Clerk is a clerical position and, therefore, should be assigned to Records as recommended by the POST report. The Evidence Technician position is highly specialized requiring extensive training and it offers technical support in the discovery of valuable evidence.The value Chief James Gardiner -4- May lO,i995 of the position is hampered by the time spent in property management With the addition of a Property Cierk, the Evidence Technician would certainly increase productivity and efficiency. Additionally, it would provide the Feld Services Technicians adequate time to perform their duties, and in tum, increase available time for patrol officers. The Griffith report did not mention either the Evidence Technician or the Field Services Technicians. 5. "We recommend that both the Records and Communications components be combined into one division (the Records & Communications Division) under one supervisor, but only if the number of reports transcribed is significantly reduced or eliminated." The Board disagrees with this recommendation. A Communications Technician 11 has recently been selected to fill the vacant position of Dispatch Supervisor. Adding another layer of supervision on top of that is not advisable. In the past when the Support Services Manager supervised both Records and Dispatch it proved unworkable. Separate supervisors are needed in both Dispatch and Records. . The Griffithreport recommended no changes to either Records or Communications. 6. "We recommend that the Department continue to assign captains as bureau commanders:' The Board disagrees with this recommendation. The author writes on page 5: We know of no single organizational structure which is suitable for all agencies, nor a structure which will forever remain suitable."The author goes on to say, "We believe the responsibilities and work load of the two Captains are unbalanced."On page 6 the author writes, "We find it difficult to justify the under-utilization of a peace officer executive position to manage 19 employees in tine Administrative Services Bureau, only one of whom the training sergeant— is a peace officer."You have explained to us that the author meant under-utilized in terms of sworn employees supervised. In other words, we are using a "peace officer executive position" to supervise.one peace officer, the training Sergeant.There are three logical solutions: Give the Administrative Services Bureau Captain more of the work-load (which is the. author's solution), change the position to a Civilian Manager (which is more in line with the author's recommendation to civilianize the training Sergeant's position), or look at a new organization (which is our recommendation). The POST report raised other issues to be considered. First it stated on page 6 that keeping two Captains provides: the ability to rotate assignments,which enhances and increases experience; and provides a benefit of varied perspectives. Additionally, he asserts that it provides a career path opportunity. The author does not address these issues in terms of the civilian side of the Department if the position were changed to a . Civilian Manager, the career path for civilians might be enhanced and certainly a new perspective would be represented. Chief James Gardiner -5- May 10, 1995 The author then addresses a Federal law suit in which the Administrative Captain is "heavily" involved.Although this is a "significant burden,"he tells us that the situation is temporary.It would then appear that this should have no bearing on the decision. The report tells us on page 6, that "simply eliminating the Administrative Services Bureau captain position, and assigning the present duties to the Operations Bureau captain presents other problems."The author then refers us to page 10. However, there, the author recommends keeping the two Captains only if the Department is reorganized. He does not tell us what the `other problems" are. We propose reassigning these present duties to a Lieutenant, not to the Operations Bureau Captain:This would seem to negate this issue. Next the POST report addresses "one-on one" supervisory relationships. The author did not tell us what was inherently wrong with that, but simply stated that "In general, principles of organization suggest that organizations be structured so that managers and supervisors are responsible for several functions orpersons."T'he author ends the section by stating "Eliminating the position would create just this structure and, therefore, is nota satisfactorysolution."Eliminating the Administrative Services Bureau Captain's position would create a "one-on-one"supervisory relationship between you _ and the remaining Captain. You have pointed out that the POST report recommends against this "one-on-one" relationship. A "one-on=one" supervisory relationship currently exists between the Lieutenants and the Sergeants in patrol. To our knowledge,this has not caused a supervisory problem. The Board would propose changing the Operations Services Bureau Captain's title to Assistant Chief (or whatever title you deem appropriate). We further propose eliminating the Administrative Services Bureau Captain and assigning a Lieutenant to Administrative Services. He would be in charge of Communications, Records, and the Support Services Technician. The Assistant Chief position would be in charge of the Day Watch Lieutenant, the Night Watch Lieutenant, the Investigative Lieutenant, and the Administrative Services Lieutenant. A review of the 1979, 1981, 1982, and 1983 organizational charts for the Department reveals only one Captain.Yet the Department had three Lieutenants, eight or nine Sergeants, and 34 Officers, a more balanced organization. Notwithstanding our stated position, we recognize your belief that a properly managed Department must maintain the two bureau organization. With that in mind, we have included an additional organizational chart which contains the two bureau concept. Eliminating the Captain position is a salary savings of$91,948 annually. The Griffith report states, °The SLOPD has a Chief and two Captains in this 80 person Department. In this size range cities divide between 2-3 Captains." This seems to conflict with the POST report 7. "We recommend the Department continue to assign.four lieutenants to Patrol Division." The Board disagrees with this recommendation. This is an inappropriate use of the Lieutenants. Currently, there are two Lieutenants in charge of Days and two in charge Chief James Gardiner -6- May 10, 1995 of Nights. Each Lieutenant supervises one Sergeant We would propose eliminating one Lieutenant on each watch and making the remaining Lieutenant the watch commander. In this way there would be only one Lieutenant in charge of each watch. Each watch commander would supervise three Sergeants (Refer to our response to Recommendation 9).The Lieutenants could adjust their work week in order to provide leadership for the watch and monitor their Sergeants. The elimination of these two positions would be a savings of$167,090 annually. 8. "We recommend the Department continue to assign a lieutenant to Investigations Division." The Board concurs. Although-the position only supervises seven people, it is a sensitive assignment justifying the use of a Lieutenant. We would recommend moving the SORT team to Investigations. The SORT Sergeant would work directly under the Investigations Lieutenant providing supervision to the six investigators as well as the SORT team. This would enhance the relationship between SORT and Investigations. We would further recommend increasing the SORT team from three to four Officers, making it a viable unit This was the number originally approved by the City'Council. If case loads increase, the SORT team could handle cases as assigned by the Sergeant, who would also supervise the Evidence Technician. Organizationally, the Officer and Records Clerk assigned to the Narcotics Task Force would be under the Sergeant The Griffith report states, `The SORT team gives the City a flexible resource to be directed to a variety of problems."This report shows only two Officers assigned, which is incorrect 9. "We recommend the Department continue to assign four sergeants to Patrol Division." The Board disagrees with this recommendation. As stated under our response to Recommendation 7; we propose having three Sergeants on each watch for a total of six. We also eliminated two Lieutenants in Recommendation 7. Our proposed organization utilizes the same number of Sergeants that exist currently (Refer to eliminated Sergeants positions in Recommendations 3 and 10). To augment the supervisors we would recommend using MPO Ill's. This is a reasonable extension of the MPO program. To achieve MPO 111, the Officer must have at least 12 years of experience, have successfully completed three specialized assignments, and possess an advanced POST certificate. These Officers could approve reports, view arrestees, present training, and perform as the acting field supervisor. Currently, in the absence of a supervisor,the Department assigns a senior Officer to fulfill the responsibilities. The Griffith report states, 'Very small span of control(of two Sgts. each). Many smaller depts. give Sgts. additional duty of shift mgmtnit also reports that there is a 16.6 Sgts. to P.O.Asupervisory ratio. In reality, ?raffia has one Sergeant to three Officers, SORT has one to three, the Administrative Sergeant has no Officers, patrol has one to six, and Investigations has no Sergeant Chief James Gardiner -7 - May 10.,1995 10."We recommend the Training Sergeant position be eliminated and replaced by a non-peace officer Training Coordinator pos}tion.We 'recommend this position be eliminated through attrition(ie,when a sergeant's position becomes vacant).' The Board concurs with the recommendation to eliminate the Training Sergeant position, however, we disagree with the use of attrition to accomplish the change. The author of the POST report gives a list of considerations to justify this recommendation.. Although the author recommends using `a non peace officer employee,"we would recommend moving the responsibilities currently being handled by this position to a new position of Administrative Lieutenant (See Recommendation 6). We do not believe the change should wait for attrition. Using attrition to accomplish organizational changes would negate the cost savings involved and could take years. If changes are appropriate,they should be implemented. The elimination of this position would be a savings of$75,764 annually. 11."We recommend the Support Services Manager position be changed to a non- supervisory classification (such as "Support Services Techniclan'l and the position description modified to reflect the present job responsibiifts. We recommend these changes be made through attrition (ie, when the position becomes vacant).' We concur with the recommendation to reduce the Support Services Manager position to Support Services Technician, however, we disagree with the use of attrition to accomplish the change. The POST report tells us that 'Mis position was originally responsible for supervising a combined Records & communications Division. Overtime, the responsibilities of maintaining the automated Records Management and Computer-Aided-Dispatch systems have increased so the incumbent can no longer manage the Records and Communications units."We would place this position under the new Administrative Lieutenant mentioned in our response to Recommendation 6. We do not believe the change should wait for attrition. Using attrition to accomplish organizational changes would,eliminate the cost savings involved and, in this case, take years. If changes are appropriate,they should be implemented. The Support Services Manager position costs $71,820 annually. A Computer Systems Technician II position costs $51,072. The reduction of this position would save $20,748 annually. 12."We recommend the Department continue the 12-plan schedule, but adopt the alternative schedule presented in this report. it is particularly important that patrol lieutenants and sergeants. be assigned to this schedule, to maximize supervision and command presence." The Board disagreeswith the recommendation to adopt the proposed alternative schedule. A police officer's job is stressful and, therefore, time off is valuable. The author's plan builds in eight hours of overtime every 28 days for every officer. Yet, the . proposed plan still does not meet the "goal" of 33% available time. The author recommends keeping overtime down by having officers only work 10 hours instead of 12 hours one day a week. Chief James Gardiner -8- May 10, 1995 We feel modifications to the current 3/12 plan could be made. One idea would be to have Officers report for a 20 minute briefing, but receive no overtime for the briefing. Excluding paybacks, this amounts to four hours in each 28 day cycle. Officers would then work one 12 hour payback instead of the current two eight hour paybacks. This method is currently being used successfully by several other Departments. The change would eliminate 3.5 hours of overtime for each Officer every 28 days. At time and one half, for 31 Officers this amounts to $3,255 per 28 day cycle. This would produce a savings of$ 42,315 annually. Additionally, it would reduce driving time, an upcoming City issue as we attempt to meet Air Quality Management standards. There was another deployment concern raised by both,Officers and Supervisors alike, the need for a cover watch. There is a plan which dovetails with the above idea, in which cover watches, consisting of three or four Officers,would work a 4/10 plan. They would provide the needed coverage during change of watch. We have reviewed the actual schedules and find it plausible. Regarding the 3/12 plan, the Griffith report states, "Represents a cost-effective plan with value to the employee (days off." • The Board believes this to be a meet and confer issue. 13.4We recommend the Department use the priority designations when dispatching calls for service, In order to provide a means for calculating priority . queues, travel and response time averages for emergency and nonemergency calls:' The Board concurs with this recommendation. The Griffith report states, "Unknown--currently being documented in POSTreport" 14."We recommend the process for assigning dispatch priorities for in-progress and report-only Incidents (described on pages 35.37 of this report) be included In the CAD system database, and that the call priorities be used when dispatching calls for services." The Board concurs with this recommendation. The Griffith report states, "Unknown--currently being documented in POSTreport" 15."we recommend the Department: (a)discontinue the cassette tape-recording system; (b) institute the "One -Write " system of hand written reports, Including field review by the reporting officer's supervisor; and (c) discontinue typing of police reports (except in unusual circumstances — for example, lengthy homicide reports.)" We disagree with this recommendation, however, the Board believes it may be appropriate to review our report writing system and thereby improve our final work product This may be a topic for a self-directed-work-team. Chief James Gardiner -9- May 10, 1995 The POST report recommends changing to a "One Write" report system to increase. 0efficiency in preparation, review and processing. . . "However,the underlying reason to change our report writing procedure was stated earlier in the POST report when the author wrote on page 10, a . . the Records and Communications divisions and the Support Services Manager function can be combined into a single division (Records and Communications Division), but only ff the number of reports transcribed is signfficantly reduced or eflmfnated." (The author also used bold type in the report for emphasis.) If the problem is too much work for the record clerks, then the Board feels the answer is the hiring of another clerk. Those of us who have used a "One Write" report system know from personal experience that the time spent handwriting a report is considerably. longer than dictating the same report. This increased time would negatively affect reaching your goal of 33% available time for patrol. Additionally, when used in court the typed report is superior. Another valid concern regarding the "One Write" report system is officer safety. The author suggests that officers write the report by hand in the field. However, it may not be safe to sit in a patrol car and write a lengthy report. There are alternatives such as: a new report face sheet combined with a "Scantron" type reading device requiring no retyping or the use of laptop computers. Additionally, an increase in the use of telephonic reporting, handled by dispatch, would reduce the number of reports.taken by officers. PROPOSED ORGANIZATION Our ultimate goal should be to provide our community with a feeling of security that goes beyond the classic test: "the absence of crime and disorder." The presence of uniformed Police Officers helps establish that feeling. This Department should be moving toward a less top-heavy, more efficient organization. Emphasis should be on increasing the field force to allow a faster response time, more community involvement, and more proactive policework The Griffith report stated, "at[the] currentlevels ofproactivity[,]patrol(is]notcapable of [a] more visible and proactive program." Under "Crime analysis", the report stated, `[There is] No dedicated position"and `(This is a] Wide ranging and significant issue potentially affecting operational efficiency, comm. policing efforts and crime prevention needs." The report stated under Crime Prevention Programs, "With loss of [a] dedicated position, [the] program [s] mainly handled by volunteers." and "While the Dept has [a] dedicated core of volunteers, our experience in other cities suggests a risk of losing program continuity, coordination, interest and support without a staff position."The position referred to was the Crime Prevention Coordinator, lost in a previous budget cut. The real issue isbudgetary constraints. The Board would propose eliminating the Administrative Services Bureau Captain and assigning an existing Lieutenant to Administrative Services.This position would be in- charge of Communications, Records, the Support Services Technician, and the . Custodian. The Communications Technician II and the Records Supervisor would report directly to this Lieutenant who would also be responsible for the functions of the eliminated Administrative Sergeant. He could also handle sensitive internal Chief James Gardiner _ 10- May 10, 1995 investigation, background investigations, etc. This proposal would be in line with the O POST report's comments on page 6 where the author writes: " . . to provide the flexibility to periodically rotate the assignment . . . maintaining career path opportunities. . . and. . .avoids `one-on-one'supervisoryreladonships."This would be one of the four assignments available to Lieutenants. We propose changing the Operations Services Bureau Captain's title to Assistant Chief. Under this position would be the Day Watch Lieutenant, the Night Watch Lieutenant, the Investigative Lieutenant, and the new Administrative Lieutenant. The patrol functions would be handled by two Lieutenants, one on days and one on nights. The two extra Lieutenants currently on each watch would be replaced with an existing Sergeant That would give each watch one Lieutenant and three Sergeants. We would also recommend using MPO III's to assist the Sergeants. (This is a reasonable extension of the MPO program.To achieve MPO III, the Officer must have at least 12 years of experience, have successfully completed three specialized assignments, and possess an advanced POST certificate. These Officers could approve reports, view arrestees, present training, and perform as the acting field supervisor). Under each watch we would deploy two Traffic Officers. This deployment would provide a DUI team at night. There are currently three Traffic Officers; however, we recommend eliminating the Traffic Sergeant and replacing him with another Officer. Historically,the unit has had as many as five Officers and no Sergeant Finally, Day Watch would have the two Field Services Technicians. As stated above, we recommend eliminating the Traffic Sergeant. The POST report tells us " . . ., there is no need for a full-time traffic unit supervisor."The Board also concurs with the POST report, in that, the duties of the supervisor, `together with tine special reports now prepared by the Traffic Sergeant; can be assigned to the . . . appropriate watch Lieutenant."Eliminating this position would allow the Department to add an additional Traffic Officer lost in a previous budget cut. A patrol Sergeant would supervise the Traffic Officers on the watch. The Board believes it is appropriate to assign a Lieutenant to Investigations. The position will be in charge of 15 people and it is a sensitive assignment justifying the use of a Lieutenant The Secretary currently assigned to the Administrative Captain should be reclassified to Record Clerk and assigned to Investigations.All Investigative typing would be handled by this position.This should help relieve Records. Further we recommend moving the SORT team to Investigations.The SORT Sergeant would work directly under the Investigations Lieutenant providing supervision to the six investigators as well as the SORT team.This would enhance the relationship between SORT and Investigations. We would further recommend increasing the SORT team from three to four Officers, making it a viable unit. This was the number originally approved by the City Council. If case loads increase, the SORT team could handle cases as assigned by the Sergeant, who would also supervise the Evidence Technician. Organizationally, the Officer and Records Clerk assigned to the Narcotics Task Force would be under the Sergeant We do not concur with the author that attrition should be used to cavy out the changes. These changes should take place immediately following past practices (i.e., the Department's downsizing of 1992). Using attrition to accomplish organizational changes would negate the cost savings of $87,944 annually, and take years to Chief James Gardiner - 11 - May 10, 1995 implement. If changes are appropriate, they should be made. Our organizational plan 0 would result in a significant salary savings with no layoffs. It would also provide a more efficient organizational structure that has a clear chain of command with related accountability. In our review of the POST recommendations, we considered the positions rather than the people who filled them. It was our intention to consider the impact on the organization as a whole, instead of the individual personalities involved. However,we understand that these "positions" represent people with families and responsibilities. For that reason, using attrition to implement these changes would be most benevolent But with anticipated retirements just a few years away, the impact of immediate implementation would only be temporary. It should also be understood that by eliminating positions we negatively impact our members ability to promote. We tried to give you our honest opinions about the recommendations in the POST report without regard to their impact on specific individuals. SPECIRC PROPOSALS 1. Replacing the Administrative Services Captain with a Lieutenant. The POST report is clear, "We find it difficult to justify the under-utilization of a peace officer executive position to manage 19 employees in the Administrative Services Bureau, only one of whom — the training sergeant — is a peace officer." This Administrative Lieutenant would be under the remaining Captain (the Assistant Chief). The Administrative Lieutenant would be in charge of Communications, Records, the Support Services Technician, and the Custodian. The Communications Technician 11 and the Records Supervisor would report directly to this Lieutenant who would also be responsible for the functions of the eliminated Administrative Sergeant Additionally, this Lieutenant could handle sensitive internal investigation, background investigations, etc. This proposal would be in line with the POST reports comments on page 6 where the author writes: ". . . to provide the flexibility to periodically rotate the assignment. . . maintaining career path opportunities . . . and. . . avoids `one-on-one'. supervisory relationships.'This would be one of the four assignments available to Lieutenants. (See POST recommendation 6 for a further discussion of the elimination of the Administrative Services Captain position.) 2. Eliminating two Lieutenants in patrol. Currently there are two Lieutenants in charge of Days and two in charge of Nights. Each Lieutenant supervises one Sergeant. We would propose eliminating one Lieutenant on each watch and making the remaining Lieutenant the Watch Commander. In this way there would be only one Lieutenant in charge of each watch. Each watch commander would supervise three Sergeants. The Lieutenants could adjust their work week in order to provide leadership for the watch and monitor their Sergeants. This is consistent with the Fair Labor Standards Act's definition of an exempt employee (Lieutenant). Chief James Gardiner - 12- May 10"1995 3. Increasing the Sergeants in patrol to six. • We propose having three Sergeants on each watch for a total of six Our proposed organization utilizes the same number of Sergeants that exist currently. To augment the Sergeants we would recommend using MPO Ill's. This is a reasonable extension of the MPO program. To achieve MPO III, the Officer must have at least 12 years of experience, have successfully completed three specialized assignments, and possess an advanced POST certificates These Officers could approve reports, view arrestees, present training, and perform as the acting field supervisor. Currently, in the absence of a supervisor,the Department assigns a senior Officer to fulfill the responsibilities. 4. Eliminating the Traffic Sergeant. The Traffic Sergeant is currently in charge of three Officers. The POST report is clear on page 8 that "if the Traffic Safety Unit is permanently assimilated in the patrol force . . ., there is no need fora full-time traffic unit supervisor."The Board also concurs with the POST,report, in that, the duties of the supervisor, `together with the special reports now prepared by Traffic Sergeant can be assigned to the patrol commander, who could delegate them to the appropriate watch lieutenant." The elimination of this position would save the Department $75,764 annually. This savings would allow the Department to add the fourth Traffic Officer position lost in a previous budget cut A patrol Sergeant would supervise the Traffic Officers on the watch. 5. Move SORT (including the Sergeant) to Investigations and increase it to four • Officers. This would enhance the relationship and the communications between SORT and Investigations providing additional supervision for both. The increase to four, the number originally approved by the City Council, would make it a viable unit If case loads increase,the SORT team could handle cases as assigned by the Sergeant 6. Increasing the Traffic Safety Unit to four Officers. Under each watch we would deploy two Traffic Officers. This deployment would provide a DUI team at night There are currently three Traffic Officers; however, we recommend eliminating the Traffic Sergeant and replacing him with another Officer. Historically, the unit has had as many as five Officers and no Sergeant 7. Eliminate the position of Administrative Sergeant. The author of the POST report gives a list of considerations to justify this recommendation. However,.instead of using `a non peace officer employee,"as the author suggests, we recommend moving the responsibilities currently being handled by this position to the new position of Administrative Lieutenant 8. Change the Support Services Manager to the Support Services Technician. The POST report tells us that `Phis position was originally responsible for supervising a combined Records & communications Division. Overtime, the responsibilities of maintaining the automated Records Management and Computer-Aided-Dispatch Chief James Gardiner - 13 May 10, 1995 • systems have increased so the incumbent can no longer manage the Records and Communicaffons units."We concur with the POST reports recommendation to reduce the Support Services Manager position to Support Services Technician. We would place this position under the new Administrative Lieutenant. 9. Add a position of Property Clerk and assign it to Records. The Property Clerk would inventory, maintain, release, and purge property; as well as conduct a public auction. This would be a clerical position requiring a great deal of time to organize and control the property. We would recommend this position also handle station duties such as finger printing, citation sign-off, dispatch relief, and other in-house administrative functions. This new position should be assigned to Records, as recommended by the POST report.We agree with the POST report that those a . . who are involved in collecting evidence in the field and who subsequently may authorize release of these items, should not also be given the responsibility to store or process evrdence.n This change would be welcome relief for the overburdened position of Evidence Technician. With the addition of a Property Clerk, the Evidence Technician would certainly increase productivity and efficiency. Additionally, it would provide the Feld Services Technicians adequate time to perform their duties, and in tum, increase available time for patrol officers. CONCLUSION These proposed changes would eliminate one Captain and one Lieutenant and reduce the position of Support Services Manager to Computer Technician II. If the revised 3/12 plan were implemented as well, the resulting savings would amount to $238,556 annually. Our plan would then add one Police Officer to SORT, one Officer to Traffic, and a new position of Property Clerk. Assuming the annual cost for the position of Property Clerk would be the same as Record Clerk Il, the additional expense for the three new positions would be $150,612 annually. The difference between the positions eliminated and the positions added still results in a significant savings of$87,944 annually. In summary, our proposed reorganization would consist of one Captain, four lieutenants, seven Sergeants and 41 Police Officers. This plan would result in significant annual savings with no layoffs. See attached organizational chart. The EKecutiue Board San Luis Obispo Police Officer's Iflssociation Gary Nemeth President Y • M Q W U V _ • O tm F- a: ca W Um aa, Q � E m CO) a[ N � D O to $ a co a . U jE o U � tr � U T cr 8 a 02 O a U = v s ca �' a UT E m J V U � „ .scr L a z x 72 Q _ . R.. W. CL o• a co car UM v . F' y 2 EL Y t cn LU FL Q Om v v Q Q v a 'g W m m U 0 O�'n $ 0 aocc U g0 w 72 °� a v 00 Q 8 afl Li. U t=iJ ci c _ G NC m 3 ccz N _ D o cn W �\ '' :2o-✓-.:. vLLI L U 72 U v Cl)CL OQ C/ 3F r tv..M .s s .;F ty" •s?. r�n £ v �' FF N C? r ca t U O Office of Memo RED FILE MEETING AGENDA # o� To: Mayor Romero and Council M ers DATE_L/��y�TEM Via: Ken Hampian, CAO From: Audrey Hooper, City ClerlG4- Date: May 26, 2005 Re: Costs for Candidates' Statements One of the operating program changes recommended by the City Clerk's office in our effort to achieve a balanced budget is that of no longer paying costs related to the publishing of candidates' statements. Prior to making this recommendation, we conducted a survey to determine, in part, which other cities require candidates to pay these costs. A copy of that brief survey is attached for Council's consideration. This change in practice would become effective with the adoption of the 2005-07 Financial Plan. 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