Template revised April 12, 2018.
COMMISSION
AGENDA MEMORANDUM
Item No.
8m
ACTION ITEM
Date of Meeting
March 8, 2022
DATE: February 28, 2022
TO: Stephen P. Metruck, Executive Director
FROM: Krista Sadler, Director Technology Delivery
SUBJECT: Human Resources Case Management System Contract Authorization
Contract Value:
$600,000
ACTION REQUESTED
Request Commission authorization for the Executive Director to execute a contract for a Human
Resources case management system for a period not-to-exceed ten years in an amount not-to-
exceed $600,000 over the ten-year period. There is no funding request associated with this
authorization.
SUMMARY
The Port departments of Human Resources, Workplace Responsibility, and Labor Relations
manage cases involving Port Code of Conduct investigations, Employee Relations investigations,
employee conflict, performance management, progressive discipline, grievances, and reasonable
accommodations under the American Disabilities Act. They work separately and often together
on an increasing number of cases making current disparate documentation practices unwieldy
and inefficient.
A common case management software solution, selected via a competitive procurement, will
provide a central repository to manage investigations in a consistent and more transparent
manner across all three organizations. The new system will create additional visibility into case
status, identifying bottlenecks and tracking resolution times, and standardize process on best
practices to ensure improved compliance and accuracy. Reports will help identify trends and
recurring problems.
A small capital project will be pursued for the implementation of this system solution. Annual
costs will be funded in Human Resources, Labor Relations, and Legal department operating
budgets.
There are no attachments to this memo.
