8m. Memo

Human Resources Case Management System

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 
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-toexceed
$600,000 over the ten-year period. There is no funding request associated with this
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
There are no attachments to this memo. 

Template revised April 12, 2018.

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