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HomeMy WebLinkAboutFS 2013-06-04 Item 2C - Discussion - Council Policy on Electronic DevicesTO: City of Tukwila Jim Haggerton, Mayor INFORMATIONAL MEMORANDUM Mayor Haggerton Finance and Safety Committee FROM: Dennis Robertson, Finance and Safety Committee Chair DATE: May 29, 2013 SUBJECT: Council Policy on Electronic Devices ISSUE The Finance and Safety Committee has committed to proposing a comprehensive Council Policy on Electronic Devices used by Councilmembers. BACKGROUND This Committee discussion has been underway for over a year. Since the beginning, several things have changed. First, the Council no longer has a single, standard device. Second, the Administration has a new, draft policy on "Business Use of Cellular Devices." DISCUSSION It would be useful for the Committee to analyze the draft Administration Policy and determine if it should influence or modify the proposed Council policy. The following three questions are a reasonable starting point for the Committee discussion. 1. Should the Council also adopt a policy similar to the upcoming Administration Policy on "Business Use Cellular Program" (see attached draft document). 2. Variety of Council Electronic Devices currently in use or planned. Is this desirable? 3. What should be included in a Council Policy and is one even needed? FINANCIAL IMPACT Minor if any. RECOMMENDATION The Committee should decide upon /recommend next steps for the Committee on this matter. ATTACHMENTS Draft Policy on Business Use of Cellular Devices 49 50 City of Tukwila Administrative Manual Index: 1100 -07 Page 1 of 8 TITLE: BUSINESS USE CELLULAR PROGRAM PURPOSE This policy recognizes the business benefit to the City of certain staff having cellular devices on which to conduct City business. The City's Business Use Cellular Program can eliminate the necessity for the employee to carry two cellular communication devices (one City -owned and one personal device) while on duty. The intent of this policy is to improve the quality of service to Tukwila's citizens, increase the productivity of Tukwila's workforce, and to make City operations more cost effective. This policy is intended for those employees who conduct business away from City campuses; are designated by their supervisors as "on- call" status; or are expected to answer calls or check email after hours as part of their job responsibility. Qualified employees, in discussion with their Supervisor, may select one of the available program options detailed in Statement of Policy Item #4, "Program Options ". REFERENCES ITD Form 1100 -07a, Business Use Only (Program Option A) ITD Form 1100 -07b, Business Use Primary (Program Option B) ITD Form 1100 -07c, Cell Phone Stipend (Program Option C) City Administrative Policy #400 -03, Public Records Requests City Administrative Policy #1100 -09, Employee Remote Access to City's Computer Network STATEMENT OF POLICY 1. Applicability All employees using cellular devices to conduct City business are covered under this policy. This policy does not create a vested right to be allowed a cellular device or personal usage of that device for any period of time. It is not an entitlement and it is not a City -wide benefit. This policy does not cover remote access to City documents or data located on the City's computer network; refer to Policy #1100 -09, Employee Remote Access to City's Computer Network. 2. Acquisition and Management Acquisition of all City -owned cellular devices and service provider /long distance carrier services will be managed and inventoried by the Information Technology Department (ITD) and will follow established standards. Cellular device usage is billed on a time -used basis. City -owned cellular devices and services should not be used when a less costly alternative method is safe, convenient, and readily available. 3. Auditing The City of Tukwila reserves the right to audit all City -owned cellular equipment and services, which will include a review of monthly billing by the employee's departmental supervisor. Accounts showing activity will be reviewed for legitimate business usage. If any account shows no usage activity for a minimum three -month period, the account will be reviewed for possible termination. Personal devices used for City business may be audited as indicated in Sections 4.C.3 and 7.C. of this Policy. 51 w City of Tukwila Administrative Manual Index: 1100 -07 Page 2 of 8 TITLE: BUSINESS USE CELLULAR PROGRAM 4. Program Options A. Business Use Only (1) Provisions: The employee is assigned a City -owned cellular device, which is to be used solely for authorized City business purposes, with no personal use allowed. Non -City employees are not allowed to use the City -owned device. The employee must sign a policy agreement prior to the issuance of a City -owned cellular device. (2) Approval: Option A requires Department Head authorization. (3) Financial responsibility: Option A is designed as having no cost to the employee. The City may charge for — and the employee shall pay for — any unauthorized personal use of the cellular device. Unauthorized personal use may result in permanent loss of the use of a City cellular device, or possible legal action to recover the cost of the unauthorized charges. The City will not provide compensation or reimbursement to employees, volunteers or anyone else for City business use conducted on cellular devices they have purchased themselves. (4) Records: Employees are not authorized to use a personally -owned device (except as described under Option C) to conduct City business (Le., receiving voice mails, sending/receiving text messages, taking photographs, etc.). These items are considered a City record and must be retained for the applicable retention period as mandated by the State of Washington. The City may be required to produce the records in response to a public records request or as part of discovery during litigation. If that is the case, it is possible the entire contents of the personally -owned device would be subject to review by the ITD, supervisors or City Attorney staff. B. Business Use Primary (1) Provisions: The employee is assigned a City -owned cellular device to be primarily used for authorized City business, allowing incidental personal use only by the City employee to whom the device was assigned. Non -City employees are not allowed to use the City -owned device. Option B is intended for executive, on -call, or otherwise qualified employees. The employee must sign a policy agreement prior to the issuance — or prior to any personal usage — of a City -owned cellular device. (2) Approval: Option B requires Department Head authorization, plus Mayor or City Administrator approval. Financial responsibility: To compensate the City for the employee's incidental personal usage on a City -owned cellular device, Option B requires payment from the employee to the City via an authorized monthly payroll deduction for each cellular device issued. The payroll deduction arrangement must be in place, with verification sent to ITD from the Finance Department, prior to any personal usage and /or cell device issuance. (3) 52 p City of Tukwila Administrative Manual Index: 1100 -07 Page 3 of 8 TITLE: BUSINESS USE CELLULAR PROGRAM The rate of 45% of the initial standard total monthly charges for each device (rounded up to a whole dollar amount), plus a $5 administrative fee, will be used to determine the on -going monthly rate for the payroll deduction for each device. The provider bills will be reviewed monthly. In any given month, if the amount charged on the City's invoice for the assigned device is greater than the expected standard billing amount, the employee will be responsible for payment by check or cash within one week of notification for all personal use charges over the agreed upon monthly deduction amount. Failure to pay for the overages may result in permanent loss of the use of a City -owned cellular device, or possible legal action to recover the cost of the charges. Copies of statements for the month with overages, or for any other month, will be provided to the employee upon request. The initially- determined monthly rate may change if the cellular service charges are increased by the service provider or the rate plan or service provider is changed by the City. Employees who have a cellular device payroll deduction in place will be provided the opportunity to either approve the increased deduction or to opt out of this agreement prior to any increase. In this option, the City will not provide compensation or reimbursement to employees, volunteers or anyone else for City business usage of cellular devices they have purchased themselves. (4) Records: Employees are not authorized to use a personally -owned device (except as described under Option C) to conduct City business (Le., receiving voice mails, sending/receiving text messages, taking photographs, etc.). These items are considered a City record and must be retained for the applicable retention period as mandated by the State of Washington. The City may be required to produce the records in response to a public records request or as part of discovery during litigation. If that is the case, it is possible the entire contents of the device including any personal communications and data contained therein would be subject to review by the ITD, supervisors or City Attorney staff. C. Cell Phone Stipend (1) Provisions: A pre- authorized cellular device stipend is designed to provide a means to reimburse the employee for costs associated with performing City business on personally -owned equipment (phone only; does not include all cellular devices). The allowance is not intended to reimburse the entire cost of the cellular device or service, as the device is the property of the employee and is also used for personal use. This Program option will only be allowed for employees that have first been authorized for and enrolled in Program Option A for one year's time, and as City budget allows. The employee must sign a policy agreement prior to payment of the stipend. (2) Approval: Option C requires Department Head authorization, plus Mayor or City Administrator approval. 53 1111111 muno lot 9 City of Tukwila Administrative Manual Index: 1100 -07 Page 4 of 8 TITLE: BUSINESS USE CELLULAR PROGRAM (3) Financial responsibility: To defer the employee's costs of using the employee's personal phone for City business purposes, the City will pay a stipend through payroll to the qualified employee. The stipend amount is based upon the type of phone authorized during the employee's previous Option A usage. For each month the employee is eligible to receive a stipend, the amount will be $20 per month for standard cellular phone usage, or S45 per month for enhanced cellular usage (which includes data access), if a need for after -hours offsite email or Internet access is approved. The stipend amount is a taxable earning to the employee and shall be added each month to the employee's pay. To verify the business usage, the employee will be required to provide for review an un- redacted phone usage statement to the supervisor or Department Head upon request. 5. Program Opt -out Either the City or the employee will have the right to discontinue enrollment in any Program option at any time for any reason. Immediate notification of opt -out should be made to the employee, ITD, Finance Department payroll staff, and the employee's Department Head in order to terminate service charges, stipends, payroll deductions or other costs to the City or employee. If opt -out is invoked, public records, legal discovery and legal hold responsibilities and requirements will remain in effect for all records generated during the time period that a device was active for business use. Should an employee opt out because he or she will no longer be employed by the City, the employee shall allow ITD to copy all City documents from the employee's device upon a request to do so by ITD, the employee's Department Head, or the City Administrator. 6. Department /Division Responsibilities A supervisor /manager of an employee requesting any Business Use Cellular Program option shall: A. Ensure the requested usage clearly provides a benefit to the City. This will be accomplished by identifying the business necessity under one or more of the following conditions: (1) Job responsibilities require the employee to be away from the office regularly. It is considered essential to communicate with the employee by phone or email while they are out of the office, and the use of other communications equipment — such as a pager, two -way radio or regular land line telephone — is impractical. (2) Internet access for the employee while away from the office is critical to the performance of their job. (3) Work - related personal safety can be enhanced by the use of a cellular device. (4) The employee and /or their job function has been designated as "essential" in the event of an emergency, meaning they must be reachable via two -way voice communication at all times. 54 City of Tukwila Administrative Manual Index: 1100 -07 Page 5 of 8 TITLE: BUSINESS USE CELLULAR PROGRAM (5) The employee performs "on- call" duties and must be reachable via phone call or Push -to -Talk communications during assigned times. B. Maintain a current list of all employees and their associated phone numbers covered under each Program option. Periodically review job functions of these employees to ensure a continuing need to authorize participation in the Business Use Cellular Program. C. At least annually, conduct a comprehensive review of the need for each employee enrolled in the Business Use Cellular Program, to determine if continued program participation is appropriate. City management reserves the right to ask for and /or conduct random audits of employee usage for consistency with City policy and potential policy changes, based on usage patterns and costs. 7. Employee Responsibilities All employees authorized and approved to use any Business Use Cellular Program option shall: A. Agree to accept and make City business calls /perform data access on the City -owned and provided cellular device or the employee's personal cellular phone, depending on the Business Use Cellular Program option selected, and sign the appropriate agreement governing City business use. B. Be available via their cellular device during work hours, and at other times as required by City policy and individual requirements of employee's current position. C. If Program Option C is selected, the employee will: (1) Provide to their supervisor an active phone number that is local to the City of Tukwila and will not incur long distance charges by the City if /when called. (2) Maintain regular cellular phone service in good standing, and produce evidence of their active and current cellular service provider plan upon request by the City. (3) Ensure that the cellular service provider billing statement includes detailed billing. At a minimum, a listing of calls which the employee deems for business use must indi- cate the telephone number of the caller and the minutes and /or charges for the call. (4) Be responsible for all payments associated with their cellular account on a timely basis. (5) Purchase a replacement device if the phone becomes unusable, lost or stolen, or provide notice to discontinue the stipend immediately if the phone cannot or will not be replaced. (6) Maintain wireless service provider bills for a period of six years after the end of the City's fiscal year to meet City public records requirements, and provide for review any un- redacted phone usage statements to the supervisor or Department Head, if /when requested. 55 City of Tukwila Administrative Manual Index: 1100 -07 Page 6 of 8 TITLE: BUSINESS USE CELLULAR PROGRAM 8. Public Records Responsibilities All information, data or communications relating to the conduct of government or the performance of any governmental function that is created or stored on either a City -owned or personal cellular device utilized for City business are considered public records under the Public Records Act. For any Business Use Cellular Program option, the employee's cellular device and the documents contained therein may be subject to review by the City and to public disclosure per State and Federal law. Additionally, in court proceedings a legal request can be made for discovery of devices. This can mean that any and all information existing on the device could be deemed as discoverable, beyond what may be discloseable under the Public Records Act. Any device used for City purposes, whether City -owned or employee- owned, must be turned over to the City for review upon the request of the City Administrator or Department Head. All employees enrolled in Program Options A, B and C must agree to comply with any records requests directed at the cellular device and any information contained therein. Whenever notified of a potentially relevant public records or discovery request or legal hold, or at the request of the City for other purposes, employees shall search both City -owned and personal cellular devices for relevant documents. Cloud -based storage services such as Dropbox, Evernote, etc. should not be used to store City documents when using a City -owned device due to complications presented during discovery and public disclosure data gathering efforts. For devices approved to allow data access, the designated City email address given to employees (i.e., firstname.lastname @TukwilaWA.gov), as well as the City email system, should be the only email address or system used by employees to conduct City- related business. These emails are archived for retention by the ITD and are searchable when deemed necessary or appropriate. User - created email accounts, including but not limited to Comcast, Gmail, Yahoo, Hotmail, Zoho, GMX, etc., should not be installed on or utilized by an employee on a City -owned device. Social media applications, including but not limited to Facebook, Twitter, LinkedIn, Pinterest, etc., should not be installed or utilized on a City -owned device unless directly required for and related to the conduct of City business. If any social media communication (sent or received) relates to the conduct of City business, it must be retained in accordance with the applicable Local Government Records Retention Schedule and may be disclosable under the Public Records Act. Any text messages relating to City business must be retained in accordance with the Local Government Records Retention Schedules. Text messaging should not be used for business purposes, as the record and detail of the text communication is held at the cellular service provider and may be unavailable to the City when needed for disclosure. If used, it is strongly advised that this type of communication be brief and not used for a continued back - and -forth conversation; be used only when necessary and determined to be the most efficient method of communication; and be casual in nature, containing no information used for City business decisions. Text messages with transitory retention value, as defined in the Local Government Records Retention Schedules, should be deleted frequently and not stored on the device any longer than needed. 56 lot a City of Tukwila Administrative Manual Index: 1100 -07 Page 7 of 8 TITLE: BUSINESS USE CELLULAR PROGRAM It is recommended that personal information inadvertently stored on a City-owned device, and any data considered transitory, as defined in the Local Government Records Retention Schedules and not evidence of a business transaction, be removed regularly. /Reference City Administrative Policy #400 -03 regarding Public Records Requests.] Questions regarding records retention requirements or responding to public records requests should be directed to the City Clerk's Office. 9. Mobile Device Management Program The City's mobile device management (MDM) program allows remote device management for wiping enterprise data from the device should it become lost or stolen, is to be deactivated per supervisor's request, or is no longer participating in the Program. All cellular devices participat- ing in all program options, both City-owned and personally- owned, are required to be enrolled in the City's MDM program if the device is an MDM - allowed type of device. If a device is not allowed by the MDM program, work email and calendar synchronization will not be authorized for the device. Once a device is enrolled in the MDM, it must remain enrolled in the program. The ITD will fully assist with the enrollment of all City-owned devices; the enrollment of any personally -owned device shall be the responsibility of the device owner, who will facilitate and input the hands -on configuration with verbal guidance from the ITD. When needed, two types of data removal are possible for MDM devices: one that removes only the enterprise MDM data (connections to City email and network will then be cleared manually), and one that completely wipes all data (including email and network connections) from the device. For all City-owned devices, the type of device wipe to be used will be determined by a mutual decision between the device user and the ITD, or as directed by the Mayor, City Administrator, Department Head or immediate supervisor. The user of a City- owned cellular device should be aware that any personal data on the device, including but not limited to email and contact information, is at risk of being erased from the device at any time and without warning. For all personally -owned devices enrolled under Option C, the enterprise MDM data wipe and City email disconnect will be initiated by ITD. Any business -use applications on the device must be removed manually by the device owner and then reviewed for compliance by the City Administrator, Department Head or immediate supervisor. 10. Security and Safety Cell transmissions are not secure. Therefore, employees are expected to use discretion in discussing confidential information. Washington State law regulates cellular device usage while driving, prohibiting a wireless device such as a cell phone being held to the driver's ear. RCW 46.61.667 and 46.61.668 provide exceptions for using wireless communication in "hands - free" mode, while driving an authorized emergency vehicle, for summoning emergency help or reporting illegal activity, or other circumstances. State law also bans text messaging while driving. Citations received for any infraction on any device and any costs incurred for legal assistance required will be at the employee's own expense. 57 City of Tukwila Administrative Manual Index: 1100-07 Page 8 of 8 TITLE: BUSINESS USE CELLULAR PROGRAM Be alert when installing free, off-shore originated or otherwise unknown and un-researched applications onto any device as they may pose a security risk by containing malicious content, rerouting your browser to a malicious web page asking for personal information or installing malware onto your device. Scanning or using QR codes may also pose this same risk. 11. Protection of equipment Reasonable precautions should be taken to prevent the theft of equipment or its unauthorized use. In the event that a cellular device is lost, stolen, damaged, hacked, or no longer in the employee's personal control, ITD is to be contacted immediately so that service and connectivity can be discontinued. Recurring instances of lost, stolen or damaged cellular devices will be reported to the employee's Department Head. Title; BUSINESS USE CELLULAR PROGRAM Initiating Department: Information Technology Effective Date: Supercedes: N/A Mayor's Office Approval Signature: 58