2020-08-24 PPS School Board Policy Committee Meeting
District | Portland Public Schools |
---|---|
Date | 2020-08-24 |
Time | 16:00:00 |
Venue | Virtual/Online |
Meeting Type | committee |
Directors Present | missing |
Documents / Media
Notices/Agendas
Materials
User Guide to Writing Policies (7df1d28113c024ad).pdf User Guide to Writing Policies
8.70.040-P Preservation Maintenance and Disposition of District Real Property (036836585a001987).pdf 8.70.040-P Preservation Maintenance and Disposition of District Real Property
2019-2020 PPS Annual Complaint Report (fe2f9d2646279520).pdf 2019-2020 PPS Annual Complaint Report
4.50.032-P Formal Public Complaints (25846f066ff4b0bb).pdf 4.50.032-P Formal Public Complaints
Minutes
Transcripts
Event 1: PPS Board of Education -Policy Committee Meeting Aug 24,2020
00h 00m 00s
yeah um okay can are you
are you using the computer audio okay
can are you
are you using the computer audio because
i might suggest
that you um go out and come back in
using the phone audio
after the meeting i'll ask you what you
did to make that happen but
anyway after the meeting i'll ask you
what you did to make
i'm jillian and i represent roosevelt on
the district student council and i use
chicago and i represent roosevelt on the
district
council and i use chicago um is there
anybody else
um okay is there anybody else all right
and then um
as um
as i'm sorry nathaniel is here as well
i'm sorry oh nathaniel are you here
daniel's here yeah hi
sorry i'm joined are you here okay
um do you want to say who you are are
you here yeah i'm nathaniel shu
i'm
thank you um okay and i'm going to ask
uh any staff who talk if you can just
introduce yourself before you launch
into your presentation that would be
helpful
um okay presentation so
um um we have some status updates
on some um uh policies that are
out for community engagement policies
that are
um and i think the first one is
the uh suicide prevention policy this
one is
the united states prevention yes i can
speak
to that one um the team that was working
on it in rona
uh and her team that was working um met
with shanice
in july they recognized oh and she's
here
as well part of the engagement they want
to do is more student engagement and
uh given that was the summer it was a
student
it was a difficult time and so um they
are asking
me with them in september and to develop
and
their intention is to develop a fuller
so the staff will will get together to
talk about
engagement plans staff will try again
we'll talk about
engagement will you be able to come back
to the committee
at the next meeting and report on what
the engagement plan is
for that just so we can keep this moving
the engagement plan is
[Music]
um
amy as
um can you when you get some clarity on
that can you let me know
so that we know whether to put it on the
agenda for the next meeting or not
so that we know whether on the agenda
or not thank you um
okay and um
okay and yeah um
are we engaging with uh
i can't speak to that although i
um i know that in my conversations with
amy they referenced that
um lines for life and so i wouldn't be
surprised if they
haven't already reached out they've
talked about it at the last meeting i'm
not recalling exactly
which uh organizations they have been
talking to
but um if not chinese might have some
information on that um
so to my understanding they've been
working with some local
regional and state partners and so we
00h 05m 00s
can
uh in the process of
getting that plan to you all and
make sure we articulate the
organizations they
intend to reach um as well articulate
the organization
because now a lot of our students are
involved in sort of the youth component
of lines for life
our students are involved in sort of the
youth component of lines for life
okay thanks um okay the next policy
we're getting a status update on is the
student conducting discipline
and student conduct yes uh
liz large um district uh general counsel
for the district
um it's a short one because it's the
same one we've had before
we are needing to um engage in
some bargaining with pat on this
and the related student handbook and
those connected pieces
and frankly everything uh that's not
been about
the start of school in terms of re-entry
and that mou has been put on
uh it's not been forgotten but it is
coming later in the queue
so it's very much still on the agenda
but the later
terms and conditions of reopening school
have been at the forefront so that's
where the bargaining efforts have been
taking place at the forefront so that's
where the bargaining is does that mean
the handbook
is going for the
21 20 no 2021 school year going to be
just the same as last year
i don't believe so so one of the changes
is that it's going to be
digital instead of one of the hard copy
right so
this this pressure to have everything in
place at a date certain that you can't
change for a year
is off this year and hopefully going
forward
and mary i don't know if you have the
specific information about that
part of the handbook um
i don't believe that we are currently
going to publish
in the fall of 20 what was published in
the fall of 19 on that issue because of
the demand of bargaining
but i want to make sure my understanding
they have i
[Music]
they're waiting to get some information
about the
negotiation so to see whether
what
so i think psychologically we spent so
much time on this and it seems like a
long time ago
you spent so much time on this it seems
like that
i'm thinking like oh we're already there
but actually we're back to
our previous policy and i know and even
some of
um and i know when you've seen some
discipline that got all the way to the
board i want to say that we rely
we're relying on all the way future
thinking of like here's where we're
heading
future thinking of like where we're
heading and this is just it's a similar
question so just to be clear even though
this is just
we went here we're almost done actually
what's going to apply to students
is what is the current policy
is what is the current policy
to to the extent the current policy
does not violate state law right and
policy and collective bargaining
agreement and there was been some
statutory changes
in part so certainly we will comply with
state law regardless of contract or
policies
um and i think the practices that
have been in place are far more the
practices
have been in place are far and i think
without necessarily violating the policy
i think the practices are very much
oriented towards the future
trajectory is my understanding
so this may be impractical um
are there parts of the policy
the draft policy that
we could uh approve now or
is it sort of of a whole cloth in terms
of what needs to be negotiated
i think that's a good question scott
that i can't answer with precision
because i haven't looked at it
with that lens right before this meeting
what we generally find though is that
the
policy and the handbook and the
collective bargaining agreement that
safety provision article 9 i think it is
it's they're all connected together it's
and it's hard to pick off
parts of it now there may be parts of
00h 10m 00s
the policy
that are that don't relate to article 9
specifically that we might be able to
don't relate the board could adopt
specifically
but i don't know that it's going to be
satisfying to do that and then i'm
speaking from general memory not going
live but
change by change because some of the
real
change by the crux of the changes and
what's behind the changes
is what's in conflict with parts and
what's behind the changes
is what's important thanks all right i
wouldn't be surprised if that were true
thanks so can i make a
request um
so at the next or uh the next committee
meeting
um i i would like the committee
to talk about um
kind of a work plan for
for the 2021 year um
where we to the extent we can identify
policies that we're intending to tackle
this year
um so that's three weeks from now
um
i have no idea whether there are going
to be any
negotiations between now and then
um between now and then to the extent
possible could you um
for that discussion at the next meeting
could you
give us your best estimate
give us on um how extensive the
revisions might
um like what portions
of the policy are in disputes
[Music]
any insight you can give us going
forward about how we're going to be able
to
handle this during the year
[Music]
yes i think by the next meeting
school have started so presumably the
re-entry negotiations are done i know
that they are meeting again
i've heard big chunk of thursday and i
heard all day friday i don't know if
someone gave from two different people
but at least one big chunk
later this week and i know they are
making very good progress
so i think they will get to the
safety article 9 provision which was has
thus far been talked about as being
separate from
full contract bargaining which is will
also be happening
but i will give you an update on that as
these different people as the two sides
have been talking they may have changed
that
menu as well but i know they all know
that so yes
very fair request
whatever info you have available three
weeks from now would be helpful
um as we try to plan out the work um
um the next the next section
is um policies or items up for
discussion
and the first first in line there
is um
a discussion of the community engagement
plan planning process
and um hopefully everybody got a chance
to read the user guide
um and embedded in that was also
the community engagement project
planning worksheet
um as well as some other links to things
[Music]
[Music]
this is rachel lent i'm a paralegal in
the general counsel's office
and i'll just get started and have
shanice
jump in on her parts
we work together on this document and it
was it was written
to create an intentional
and formulated process for writing
policy
giving staff guidelines and expectations
so that when a policy or
an administrative directive comes to the
board we work together
or the superintendent um all of the
boxes have been
addressed and checked and it's an it's
it's an
intentional process so
in creating this document i worked with
uh
jonathan garcia danny shanice
um the general counsel's office and this
has been
uh reviewed and vetted through the
senior leadership team
um so hopefully you've had a chance to
look at it
a little bit and i'll just kind of walk
through
00h 15m 00s
the phases and and uh
it includes um overall guidelines and
then we
created four specific phases um
in the development planning of policy
degree
so um i'll have shanice talk about phase
one
um which is the planning phase and
includes
uh guidance for staff to use the resj
lens
develop a community engagement plan
um shanice developed a pretty
comprehensive worksheet to assist
staff in that process
and um i'll have you
shanice i'll have you talk about
before you start can i can i just say
just a little bit
by way of introduction about kind of the
origins of this
um so i i know i know rachel
um has been working on something like
this
for over a year i think right
yeah something like that um and
and kind of the the origins of this was
um a recognition that
this committee in particular the board
in general this committee in particular
a pre-existing methodology
for um soliciting
input on the policy process
and as a result uh we ended up
more often than not having an
input process some kind of community
engagement process
existing um methodology happening
well into the
the revision process the policy process
you know the committee had more often
than not
um more often than already
considered uh and made some preliminary
decisions about
revisions or creating policies
um and then at the very back end
we would try to solicit some input you
know the committee
um so what uh what rachel was trying to
do
um starting at least a year ago
um and in particular
in response to some of the uh
some lobbying by student representatives
especially maxine latterell
last year um
the staff uh with my encouragement and i
know other board members as well
um really tried to come up with a system
a protocol that would put the community
engagement
on the front end rather than the back
end last year
um so um
and i i know that
rachel came up with the original draft a
while back and then over the last
we tried to do much with a system i
think it's been a while
i think it was pre-coded actually wasn't
it
yeah um so
there was a process to make it to
elaborate
the protocol um much more explicitly
um and originally with the idea that if
we if we can figure out some
i think that some sort of rules of the
road around
um how community engagement and the
policy making process
can intersect that it will make the
policy making process
um more um
it'll bring different perspectives to
the table
that would otherwise be absent and
hopefully will make the whole process
of you know chewing over policies making
revisions
and then bringing them to adoption
much more uh responsive much shorter
uh more timely and
so we can kind of make the changes
that we need to make in a timely way
okay so that's that's the intro um
if either you and your niece want to add
anything to that feel free
but um for for the newbies to the
committee i especially wanted to make
sure that you've kind of understood the
context um
yeah that's that's right rita and and to
make it intentional
and thoughtful and you know
transparent and multiple perspectives at
the beginning
which is why um this is phase one and
i'll have shanice talk a little bit
00h 20m 00s
about
the committee i especially wanted to
make sure that you kind of understood
the context
yeah you all uh summed that up pretty
well
i think the the intent is to hold space
for uh input from students
families and community uh at the
forefront
of these processes and as we grapple
with policies that need to be
um written or revised um to
think about the phase one
process of that revision
um also using our racial equity lens
but also marrying
key steps and considerations to
to garner um any areas of
input or revision that that are also of
interest to
to folks um externally so i think
um there there are four phases but
uh depending um on
on the policy you'll see a different
level
of uh engagement or a different approach
and so my myself
uh and and this great team here will
serve as a resource to folks who
will uh serve as the policy holders
uh for for these policies that go under
review
and we'll provide that
technical support as needed to
to folks who are doing that work and
looking to them
to really walk through each of these
phases
um with with the engagement and then
creating um that plan
um and using that plan to
uh propose outcomes in in language to
share back to you all
i'm getting a knock at my door so i'm a
little distracted
um so um i think that summarizes it uh
the
the context was set with the engagement
and then creating
um that plan um
and using that plan so uh i have a
question
um and it has to do with lines of
authority
so say uh a policy comes up
for review the context uh
does shanice do you
then prepare an outreach plan related to
that policy
question and bring it to the committee
for approval
so we're looking for policyholders who
are ultimately the ones uh drafting that
language and
and driving the work of policy revision
to
to also um incorporate input into those
policies so
uh the support in creating that plan um
is something that we'll provide to them
and
uh created worksheet tools steps
guides protocols and a number of other
resources for staff to
be able to build that muscle uh for
for their own uh search sort of policies
that they're holding so maybe not
looking to
myself to facilitate everything that
comes before you
but to provide that technical support
and
really attention to making sure that the
policy
uh revision process um is moving to
your murals um your standards and the
things that you
uh are suggesting are critical as we
move along so
i perceive that to be where we are and
and this user guide um really serving as
a tool to support um
the um the real infrastructure
of this process to be sustainable um
as we move along and i think um
sorry i'm just going to add to i agree
100 with what shinny so eloquently said
and some of the feedback we get from the
policyholders who
have functional oversight or subject
matter expertise
is that they um they find the process
and the expectations a little they have
found them ambiguous and confusing and i
think and so
i really applaud shanice and rachel for
this work to try to
make clear what the expectations are but
to chinese's ultimate point it is
not to take over the ownership it's to
be pretty robust supports to help them
um along the way okay
so what i was going to say first was to
take a step back and
say what i should have started with
which is thank you
this is great and this is something i'm
one of the board members who's been
00h 25m 00s
bringing this up that we need
from the get-go to have that community
outreach process
uh before we start looking at changing
language
um so thank you this is great work um
so let me ask my question again because
i didn't understand
who policyholders are i'm one of the
board members
that we need so um
so so let's start with that one first so
our intention
is to publish this right on the staff
resources page of the board's
uh web page so that when we hear about
someone coming to us that's often how it
happens if there's been a legislative
change or
i want to revise this policy then they
will
automatically be directed to this user
guide to begin their work
and start reviewing that guide asking
questions
developing the engagement plan um and so
for example you know amy ruona is the
subject matter expert on the suicide
prevention policy
so amy would be guided to this document
to start her work
and connection with the tools and
support that people like shanice and i
can provide
um claire may be working on a
a policy um she will
she and her staff will be using that
same guide to formulate their work
so those when we say policy holder
those are the experts that will be
bringing this
eventually to your committee and i think
policy
policy owner is some of the phrasing
that we've used
um but i mean the board owns the
policies to be clear
the board they are the policies but
there is subject matter expertise that
resides in the district who are the
people who are
implementing the policy and work in the
arena of the policy the most
tend to be the ones who should shepherd
that work through to help guide the
board in its policy making
so so i think it would be it would keep
things clear to
use terminology along those lines of
staff policy expert
subject matter this policy
holder is like well everybody they're
they're in the entire districts and
public policies
in that sense and secondly
so i'm trying to trying to follow this
work stream
um and there's there's a couple of
different ways that we start to consider
a policy and one is like there's a
change in
statute um
does that come to this body first to say
yeah we need to change it
and then to the policy expert trying to
follow this
from there and liz is shaking your head
you know not
not necessarily right because i think
you should expect
uh the substantive um content experts
and the legal department
uh and the government relations
department to be on top of
what's coming down the pike from the
state of or feds
and to be working to address those
quickly so
it it we have taken a general charge
from the committee and we can do it
differently if
if you all direct us to that our
policies need to comply with laws
and so we um
i'm all for breaking the law so yeah
yeah
it's all the rage these days anyway uh
no that's
that's that's not what i i guess meant
but it would
okay it would a well it it partly
it would would not cost anybody
much of anything to do a by the way
statute changed need to change policy x
working on it uh just just uh
something to rita along those lines
and we try to make that that visible as
well
we don't need to start our work until
we've had a meeting every three weeks
necessarily so
but it's but we have um
at the end of a legislative session i
think we do a table these are the
changes these are the policies these are
the effective dates sometimes they'll be
enacted as of july 1 but they won't be
effective until the following january we
try to
prioritize over time but it is mo
we most definitely want the committee to
have visibility to what's
what's being worked on and i'm sure
there are ways we can improve that
because
you know things are flying in all
directions but you should expect that of
us
okay can i just follow on that scott
wouldn't it just be dropped onto the
committee work plan
just to read his earlier point if we
have a work plan for the year
it's just you know these are ones that
automatically get on
because their statutory changes then we
all just know that like hey somebody's
got it
00h 30m 00s
because it's on the on the list right we
just haven't had the
formality of a work plan recently but i
think i
really support rita's effort to have
that built for this year and that we
we keep a running list of policies that
are being worked on
um that we have on draft agendas so that
there's visibility
or what we hear is coming but it should
absolutely be
in a work plan without a doubt okay
i'm also wondering um if community
members if they
wanted to propose a policy are they
required to put together this
engagement plan also or is it just staff
i think it's just staff i mean we have
we working with the
trying to understand the interests um
and what the proposal is and taking the
direction from the policy committee on
how they want to
how they want how the committee members
want it to be handled
but i think we would we do not we don't
we don't tell or instruct community
members what to do and i think frankly
we own the engagement with the community
to pursue the interests of the policy
committee itself
which is in service to many other things
but i think that's we take our
direction from how they want but that is
a path for policies to be proposed
but you're absolutely right we do not so
the
uh my second question had to do with
um the committee's
oversight in terms of engagement
because while i think staff and
board members
[Music]
and students are in principle pretty
aligned in terms
of the principles of community
engagement
there are going to be times where we're
not completely
and there's possibilities
of something getting pretty far down the
line
and here's what we did for engagement
and for
student members or board members to go
whoa whoa whoa whoa did you talk to x
did you talk to why
why did he only talk to z kind of a
thing
and um and to me this work
is and this is a gray area of
you know the board's only supposed to
oversee the superintendent
but this outreach work is in support
direct support of the board's work
um rewriting policy
so it would seem like
um and to be glad to know if i'm wrong
that the board needs to you know put a
stamp of approval on the
outreach process for a particular policy
rewrite
before it gets very far down the track
i can see in some cases there's a change
in statute
the outreach is going to be pretty
minimal because we have to change
sentence why to read differently
but in other cases especially where
we're kind of voluntarily
taking up a policy to rewrite it
i think we need to come just to an
understanding for how that's going to
work
so that we we don't get into an actual
policy relay
and get it loggerheads it can get does
that make sense
complicated so i'm just scott
actually i'd just build on that a little
bit more in the sense
that um i guess this is something
i would say thanks for putting this
together i think it's a good uh
framework
for discussion um but i do think
actually more than just approving the
engagement is like
i especially i mean some policies
that i think are pretty straightforward
and there's not really like two opposing
sides
or there's not um
different perspectives it probably is
fine just look at the engagement
strategy and like yes
you know get the summary back but other
thing
other times i'm going to want to hear
the actual
voices
[Music]
and the arguments and the information in
order to make
decisions on you know where to land on a
policy in which there's two legitimate
pathways to go um
or three or four yeah because i i look
at this
it's a little bit um it's i think the
policy making process is a little bit
messier than um
than this is like because i think it
says at one point
that um
the community engagement like pps gains
insight that positively impacts policy
you know by going through these you know
00h 35m 00s
community engagement
um but board members are you know first
of all we
um bring lived experiences we're in the
whole host of different stakeholder
communities
i just think there's gonna be cases
where we're
going to want
people to come to the committee to
provide engagement or to
bring board members into focus groups so
we can hear directly
because it may make perfect sense when
you hear from
impacted parties or from students
because of the examples that are used
or you know how things are framed
that
[Music]
in a staff summary get conveyed
because it may make so i'm looking for a
little more
robust board engagement in
the examples that are used sort of the
big policy where there's
sort of values at stake
or maybe different potential
paths that we can take get conveyed
so i i'm looking for a little more uh
robust board engagements um rita you're
on mute
sort of the big policy where there's
sort of values
at at stake or maybe
different potential paths that we can
take
okay can you hear me now okay
sorry um i have a very slow internet so
sorry everything takes four times longer
than it should
um so i just want to piggyback on the
two comments um
so it seems to me that
several people have mentioned this
already that um
not every policy is going to require or
demand
the same level of community engagement
um some policies
either new policies or revisions are
going to be
pretty um pretty technical
in which case you know we wouldn't
necessarily need a
you know a full-on community engagement
process
um others others really are gonna
require full-on community engagement
um and then there's to be policies
everywhere in between
um so um pretty technical
one of the things that i think has um
has been engagement process difficult to
date
is that our analysis of how much
community engagement is necessary for a
particular policy
has been pretty fluid um
and it's often changed over time so we
started off with relatively little and
then decided oh wait we need way more
um so let me put this in the form of a
question
um how does this user guide um
accommodate uh different levels of
community engagement
uh policy by policy and at what point is
that decision made and by whom
i um that will be determined by phase
one
which is why it's phase one and maybe
shanice and i can get together and think
about
what that looks like for the committee
and
what we could bring forward at an early
early time
um uh just so that you're
determined you're not getting all of
this at the end
um i have to think about that a little
bit more
but um get together and think about i
i think just to add on to that rachel
when the when
the draft of this was brought now
several months ago
to the superintendent's leadership team
there was quite a bit of discussion
about how
uh to flex to expand or contract this
process
based on the the needs of a particular
policy
i think to the point of all three board
members you need to have visibility and
weigh in on that
because ultimately the engagement is the
thing that informs your decision
so staff did come with a point of view
and i think the question about the staff
subject matter
experts who presumably are engaging in
the community that accesses that policy
work needs
00h 40m 00s
at least um at least a big chunk of it
one would hope
would have some point of view and
shanice will have a point of view and
bring her extra
expertise but i i think bringing that
recommendation to the committee would
make sense we
at the end of the day this is in
furtherance of your work and we want to
be sure you have
what you need presumably our engagement
i don't know if you have anything else
yeah of course and i also want to name a
critical part of this core team
does involve danny ledezma um and as we
make sense of the folks in this space
who might bring their expertise together
in phase one the um i
you know represent the engagement team
alongside of these good folks um
in relationship with danny and i would
uh concur with rachel saying
phase one it is the space in where we
would want to uh gauge the level of
impact to students or teachers or folks
in the district to make sense of
what engagement should look like and i
think uh
the absence of the user guide um
may play a role in uh
clear in a lack of clarity or
inconsistency um that that folks have
experienced in the past
so i would look to this tool as
something that
that might answer or provide some
solutions to some of the things we're
grappling with
um in addition to um looking at
uh i think there are some inevitable
nuances uh
but uh our our team and my
uh my contributions um with with the
engagement slice
i think will be kind of coupled with
perspectives
um that uh that our
policy experts uh are bringing including
including the folks uh like rachel and
liz who
um well ultimately are all putting our
brains together
to make sense of uh what level of impact
a policy might have so
the an example that comes to mind is
uh the meals
uh kind of uh district staff
and and how and how we pay for meals
in particular that might not be a huge
community engagement
uh focus for a policy like that and it
kind of
uh using our work group um
space that is a prep a kind of a prep
space
before these policy meetings um is
is kind of a collective area where we
will get together and
review policies uh that might be
uh coming from
um down the line from osba or or just
being
having an intent to be revised
uh so hopefully that does clarify some
of the lingering questions and
and i would just offer uh that the that
this user guide
um might uh might be
a tool or resource as a result of some
of these things that
we're grappling with and inconsistencies
um and questions that we might have and
uh my my assumption is that this
committee will
will have great um knowledge um well in
advance
of a policy under uh review
uh before um you're looking at the final
product
of all engagement that takes place and
so we'll we'll also be working
with our staff leads our staff experts
uh to um make sure we're documenting
um and archiving each step of that
process
um and keeping it all in one place and i
think that will help with consistency as
uh as folks continue to present and come
forward
to the policy committee i wanted to ask
a follow-up question
in this user guide it includes um like
when it
references policy it also references
administrative directives
um typically that's been under the
purview of like the superintendent and
his staff
are we now expecting them to have
community engagement around that
as folks continue to present around
administrative
this this committee no around writing
around writing the administrative
directives
um
policy committee that we're in right now
we'll be reviewing policy and
the superintendent reviews and approves
ads
now there may be times when those things
coincide but generally speaking that the
superintendent is
is the approver of administrative
directives
and so this this user guide wasn't
intended to
00h 45m 00s
uh do anything but align
how you go about the process of revising
something and i think rachel what i
would add is sometimes
a policy change will trigger a need for
an administrative directive change
and the engagement will have been done
at the policy level
and it's flowing through to the
administrative directive
but there may be an administrative
directive that needs engagement and so
this
user guide is to make the thought
process about that be at the front end
of the work
not the back end so i think
i think much of the time the
administrative directives are modified
in response to
the policy change or a statutory change
but i wouldn't rule out that there's an
ad that's getting
drafted or amended that would benefit um
with some community engagement so it's
not a mandate but it's a
it's a process it informs the process
so i would just say historically when i
was a parent activist
i've got a number of scars um
from pushing for a policy change only to
see
the aed totally screwing us over
so i appreciate the question jackson um
and i i do think uh
the other thing that would happen is an
80 would be written
that looked good and then changed in the
dead of night
with no notice
some kind of transparency
around that i know we have some
transparency there
but just some clarity on
when 80s are changed what the public
announcement is at a minimum
of that changing um would be important
going forward
i was just going to say there's a new
process scott that rachel has
that when the ads are done
then who would they get distributed out
to including the board
yeah yeah i i thought that there had
been a change and thank you
yeah so uh whenever an ad is approved uh
i send out
a notification to the board and i also
send out notification to
all of the union uh presidents
um just uh this is not included in the
user guide and and i know we need to
kind of move on rita but um we're also
working with
um with communications
to develop um you know another paragraph
or two in this user guide about
at the end of the adoption
or approval during an ad what is your
communication plan
and we're going to be asking um staff
leads to take their community engagement
plan
and work with karen wurstein
to develop a communica a communication
plan
at the end of the process so
that if you've engaged these five groups
throughout this process you'll then be
communicating out to them
uh at the end so that's not yet included
we're still meeting and talking about
that but it will be a
it will be a part of this user guide but
the communication
the expectation of development of a
communication plan
early in the in a more generic sense is
already exists
like you your communication plan should
be part of your front-end planning
communicating
like in addition to the execution of
that at the end
right the part of the discussions with
karen and developing a plan is to
target so that we um our audiences
so that we know you know the people who
are going to be impacted
the most by by the changes whatever
changes
are being made we'll get notice of it
okay thank you i can feel the healing
of my scars already
so one can i make just one other general
comment about the
guide um and i don't
i don't know how people would access or
be told about it but it seems like
um changes whatever changes our po our
policy over development of policies
allows any number of people to draft
policies
um like a community member can a board
member can
and if i were like new to pps or new to
the central office
i might read this and think policies are
just written by staff
and so i don't know if it's in the
preamble there's something that just
references that policy proposals can
come from a whole host of places
and i would expect if the policy
committee and the board decides to work
on them that they
they would then go through this process
but it seems like we just it would be
00h 50m 00s
useful to acknowledge
at the front end that policy drafts can
come in
there's something in a variety of
different ways they don't just start
at the staff level or just with the or
the policy committee or the board
policy committee and the board decides
certainly i agree with you that that's
what the policy on policy says so
wherever you think that needs to be
stated again we can do that it just
seems at the beginning just to give like
a framework
um in a variety of different ways
yeah i mean i i wouldn't it would this
th this user guide and engagement plan
again are in furtherance of the board's
work
which which has various interaction with
who it brings but i want to be sure
we're framing it
i wouldn't want a community member to
think that they have to suddenly figure
this
stuff out and check all the boxes on
that plan it is
it is designed to be a support tool
um that's not quite what i meant because
i wasn't thinking
either i was thinking like a community
member could draft a policy or a board
member could a draft policy
and then get it into the process not
that they would have to go through this
in order to propose it but more
policy concepts could come in a whole
variety of
different forms before you get to
you know i was thinking like phase one a
community member could draft a policy
absolutely a draft policy yes
maybe a statement on the board policy
page
to that effect um if you have an
idea for a policy change
feel free to email director more
or even if you want to draft some policy
feel free and forward that to the policy
committee
yes something along those lines that
allows uh the public including students
to go from anything from i have an issue
with this too
and here's how it should be written
exactly
even if you want to draft some poems
okay so
um i i want to bring this discussion
to a close so we can move on to other
things but um
but i also wanted to mention a couple of
things um
so first um
i'm i'm very hopeful that having this
um kind of already thought through
is gonna bring is gonna produce more um
better quality and more um
efficient and effective you know i think
it's gonna help everybody
do the work that needs to be done to
make sure that
we're making good policies so thank you
for everybody who's worked on it
um i think this is really going to be
helpful
[Music]
i would say before we leave it um
if i could make a couple of friendly
suggestions
about um things that could be
added that i think might help uh the
first one
is and this is probably in the
introduction
um i i think it's important
to to note that whenever we're doing
this
policy work
of necessity we're having to balance the
comprehensive community engagement
with timely
revisions you know timely changes
so if we could just acknowledge that up
front
i think that that might help sort of set
the stage for all of this
and also um my understanding
is that comprehensive community
engagement the intention
is to have the subject matter expert
kind of be the primary drivers
of the community engagement process with
the community engagement office
providing a system
um i'm not sure that comes through
in the words here um and i think that's
been uh
that's been in um kind of
an ambiguous principle um
to date so it might be helpful to spell
it out just a little bit more in here
but anyway i'm i'm grateful for
everybody who worked on this i know it's
been here
rachel's been working on this for a long
time and um
and i'm i'm hoping that this will make
it this will
clarify um for
everybody involved how we're going to
move this this work forward so
thank you everybody and i just want to
say rita that shanice and danny have
00h 55m 00s
also worked on this for a long time as
well the
there's been a lot of consultation among
all three of them
and i don't know who else um have been
working on this
and danny pretty diligently since what
february
um even during the coven so
um i know it's been i know it's been
rough
i'm
um okay so i want to move on to the next
thing which is the
um preservation maintenance and
disposition of district real property
um and we have some requests on the
table
thank you that um that are
um that are suggesting
uh that we may need to
develop some overall criteria
uh that will guide decision making
around any
any changes to lease arrangement
responses to emergency situations
so we're not going to talk about the
specifics
of um any requests
that have been made that are kind of
prompting this discussion but um
we do need to in order to respond in a
timely fashion to those requests
the board and the district have to
establish
a standing criteria that would be used
to determine when and whether
um any any
difference in treatment of
lessees um would be
uh would be appropriate to establish um
uh stando i'm gonna take it off to
liz are you when and whether and
correct anything i said that maybe
i i think you uh you teed it up very
well
um but it's important for the board to
think about the criteria it's going to
use
as it's making decisions about different
tenants of different property
so that it's transparent and
equitable and
compliant that's what i would say so i
think the
the opportunity for the i think right
now for this committee
is to surface some criteria that that
um are the kinds of things you think are
important
in deciding whether let me just back up
the baseline
metric in real estate transactions for
the district is market rates
and maximizing financial return to the
district so this is articulating
criteria
for deviating from that baseline
and what are the the real question is
what are the things that are important
to uh the board in
in considering those requests when might
the requests be of a certain type
or in service of a certain cause
values or community where we would the
district would
think that a below market term we could
talk about rents but this will apply to
other terms besides rent
but i think rent is can be one way to
think about it
um and it's a question of
values i think and priorities um that
may come ahead of
dollars to the district the district
so rita i don't uh we didn't orchestrate
this i'm happy to
just let the board members uh have some
organic discussion i'm happy to
throw out some ideas that have been
discussed um
in preparation of the meeting um staff
have gathered some in a brainstorming
effort
not a necessarily a recommendation um
this is director constant i'm sorry i'm
not on um
video right now but if you could just
speak to the language that is already in
the policy
regarding market rate which says um
unless the board makes an express
finding that the disposition of district
property
for less than market rates confers
significant benefit to the district and
the community it serves the district
01h 00m 00s
shall pursue maximum market value for
any sale
lease or disposition under this policy
do you want to
talk about why that language
um is inadequate
for us to consider the present request
um sure i think it it tells you that
it's possible
and it tells you that there's a
determination to be made
but it doesn't tell the community or the
board
what the criteria are right and so
it is it is my recommendation that there
be
a more explicit discussion of the
criteria in play
in considering requests as they come in
so it can be but it doesn't uh free
formed but i don't
i think that is not best practice and i
think it does not set up the board to
consistently
necessarily consistently administer that
policy
said help amy i want to make sure i've
answered i just wanted to direct that i
just wanted to
address that directly because that
provision already is in there
right so it is in there it tells you you
can do it and of course the board can
wait policy or change policy any time
but it it doesn't tell it doesn't ensure
that there's an alignment
or a consistency about how to consider
those requests and what criteria might
be in play
[Music]
something like the pandemic which is you
know affecting
a lot of entities that's what criteria
might be it could be something
like the criteria let me just think
about the criteria it could be something
that
a trigger would be when you have some
sort of
external event that's impacting lots of
different entities
a recession could be a pandemic
it could be something specific to
um it could be something the
group they have some sort of
catastrophic financial
event that ha that happens um in which
case it may be that
other parties don't have the same set of
financial
conditions but that particular party
has a reason and maybe
a reason that the board would find that
maybe they could get less than
catastrophic finance um they paid less
than the market rate that happened for
something or that we'd
sort of waive the conditions of other
parties fair market value
don't have the same um and then the
third could potentially be
pps has something financially that is a
reason why it would find that
offer a property yet less than market
rate below market rate
um and that could also be a financial
reason so it seems like
there may be a third could potentially
be for each of those like different sets
of
different criteria that would be
actually
important to consider like if
say the you're in a recession and maybe
you know
if the you know unemployment rate is
over x amount
or so it seems like um you know some
other economic indicator
that that's sort of a trigger that's
like different sets of
different maybe across your properties
that that you might want to take
but look at it but that seems and then
there's like things that are unique to
and it may be a specific entity
you know unemployment rate as well you
know it does that that's like one set of
criteria
and then there's a whole other set of
criteria about another economic
indicator
that that's sort of a trigger that what
that would look like
by how much um
so anyway that just one set of framing i
think we should think about things that
are
unique because it's easy to specific
if you just have one in one um entities
asking for it but if you get i mean
we've got lots of properties and lots of
you know it would be easy for a lot of
people come to us
with a we'd like a reduction on our
lease just by the nature of
who we used to so it seems like you
should think of it
in different buckets if you just
can't respond to that um
um i think ultimately the wording that
we use
is going to have to be very carefully
i guess i i feel compelled to
uh to reference
what how the current
01h 05m 00s
policy came to be um and this is from
2018 i think consider it yeah 2018.
um and um
this is a very substantially revised
policy
governing um pps's
um real estate
approach to real estate and property um
and when we made the revision
um we included
some pre-significant governing
um pps's kind of guard rails
um on the
property conditions that would
when we made the revision how do i put
this
um i think that i think the policy
revisions were intended
to um
provide some limitation on
um pps's condition uh
that would pps
looking at individual properties as
one-off
and instead shift the approach to
um district-wide and long-term
and and i can tell you where i was
coming from
when i was asking for some of these
changes
a few years ago um i think pts
is looking uh historically in the time
that i've been paying attention
um i think pps has made some
um very short-sighted decisions around
um around its own properties
uh both in terms of sales and leases
in terms of length of time the you know
fiduciary
elements of the arrangement and um
and i think it has created a situation
where
pts is constrained in its ability
to serve students by
past decisions that did not take
long-term
considerations into account so
um i think it's important to acknowledge
that up front
before we start talking about criteria
because
i believe that we should continue to
have that long-term
perspective and to ensure that whatever
criteria we
come up with or any diversion from this
overall policy
needs to be likewise
consistent with this that the focus on
the district-wide and long term
so there you go yeah
oh sorry so no go ahead okay
i just um had a question and i was
um is there sort of a i i know that
we've
it's it's already been talked about as
um
the specific criteria are going to be
discussed
um later but is there sort of an
application
process um either in the current policy
or that's
being considered um for certain entities
to um just sort of able to ask if they
can have their
their rates lowered um and forgive me if
this has already been
talked about but um
no uh parker they we've just received an
email a written
request from a tenant so there isn't a
more formal process than that
as currently defined and that's how
these recent requests have played out
okay two tenants at the moment
okay and and that's just or that's been
deemed
um adequate for for the current
situation and their current needs we've
just received
i think that's a great question right
now we go headless sorry
no no um we have also and dana correct
me if i'm wrong we've had other
tenants inquiries uh during the coveted
period as well they have been resolved
in other
ways but there are two that are still
open okay
that's correct for the current situation
all right thank you
so the thing that i was going to say is
every um every dollar that we defer
taking in from renter
leaves for sale is a dollar that we
don't have for our students
um which we feel sorely
so if we were to give up a dollar
we need to be very clear about the
benefits
on the other side that we would be
01h 10m 00s
indirectly
that our students would be indirectly
receiving sale
is a dollar that we don't have for our
students
every hundred thousand is a teacher so
to if we were to give put a bluntly in
we need to be very clear and
and then of course if it's if it's more
like a sale
um that has to do with you know our
capital account
um and how that money gets used and we
all know where we are with
building maintenance and any number of
other things
underfunded i agree with that and read
it with what you were saying that i
don't think we should
tinker with the um foundational changes
that we made to this policy that really
lay out a bias toward
our sort of long-term interest
of um maintaining flexibility by
by holding on to properties i do think
julia when you're talking about
um just general uh ways to frame it
i do think one of the one of the areas
that i would like to address
is what's already called out in the
policy
um as as a interest criterion
really is um the communities
that they serve i do so so who are the
communities being
served in our buildings um
even when it's under the office of some
external partner
so one of the things um
i guess i'm gonna rip off of two both uh
amy's comment rita's comment
is i think
in our buildings we might want to
consider different criteria for
rent or lease reductions
versus sales of buildings um right
because
the former likely would be more
i think episodic and
be tied to something you might want to
consider
maybe uh but in this particular case
like tied to the recession or the
pandemic or some
something happened that like they they
an entity
entered into a lease agreement with us
and now
they would like different terms and to
me that's
i think those seem to be like economic
triggers or something like that but
it seems that the conversation about the
sale
may change and i'm just thinking about
some of the buildings um
economic triggers so let's just take um
the conversation
which now has something the community a
high school from another
is that collins that exists the high
school from another district
but it's within our own district um
and unfortunately that was a lease not a
sale because at a certain point in time
based on demographics we might want that
building and that property a high school
from another
is that called so it seems
to me it so it seems like i think maybe
we might want to think about
two sets of criteria because to me they
they seem like they'd be different and
and community
and a sale just seems longer term way
more permanent than
json you know because of the pandemic we
couldn't hold our three largest
fundraisers this year
and you know across the board we're
cutting like everything
by x amount and that's the criteria you
know
can we have a lease reduction for that
for one year but to me that seems
different than
a sales disposition of property which is
more permanent than
i think has has a different set of
criteria because of the pandemic
may be involved and just because it's
more permanent
like everything it'd be a higher
standard than
you know can we have a sort of one-year
rent reduction
that we may give somebody disposition of
property
i think that makes sense to separate
those clearly has a different set of
criteria
and i think the existing policy
the existing policy says that sales
should happen only on rare occasions
my personal preference my personal
belief
is that
[Music]
public property should not be sold to a
01h 15m 00s
private entity
period short of some
extraordinary situation truly
extraordinary situation
um and personal preference
my personal i would like is that i was
hoping that this policy
would enshrine that principle perhaps
the wording there needs to be a little
stronger
in order to um to make it actually
enshrined
but um extraordinary so yes i agree
um different different criteria for sale
versus
rethink i would like
this
[Music]
that seems
um and they then decide this is a
question
down the road like oh we're not gonna
we're not gonna use it for that
purpose so actually doesn't make sense
we're going to get it out of our
inventory
which you know somewhat has happened
with the washington high school property
where
the parks bureau was going to put an
east portland
community center there um the
neighborhood
embraced that and in fact lobbied the
district like
keeping it in public space but then
we're not going to use it for that
ultimately
they backed away from that plan and i
don't know if which
in a sales if i'm not suggesting you do
this but i'm just wondering the
possibility like if you sold it to a
public entity
in one of those rare cases um could a
term of the sale be
that if they didn't use it for the
intended purpose
that the district
[Music]
okay i'm i'm just saying we're talking
about
general criteria because because because
maybe one of the criteria is say
you don't ever sell to a private entity
well that assumes that you might sell to
a public entity
but how do you stop the like uh
sell throughs so i'm just not suggesting
it
seeing if that's okay yeah i mean if you
really want to stop it you either
if you couldn't prevent them from
reselling it you wouldn't sell
[Music]
claire you know another thing that i
thought was interesting in
further consideration of this policy how
it's amended
is that there's some fairly clear
language in here about our
responsibilities
for the maintenance of our properties
looking at that side of this policy
and i think there's a few cases that
could be made
where we are not meeting our obligations
for this policy like for example smith
school
i mean probably i mean a lot of cases
that's kind of the most extreme
in here about our responsibilities for
the maintenance of our properties
looking at that
and i think there's a yeah that could be
made
where we are not meeting um so that
you know there might there might be a
way for us to think about
how do we put into practice evaluation
of our
portfolio relative to that
um obligation that's that's
codified in policy because right now i
think there's the total disconnect there
so isn't that one of the things that the
long-range facilities
plan strategic plan is supposed to
address
of our portfolio relative to
that um well i think there's just a
basic policy about
taking care of your property because
right now i think there's some
there's various languages if you don't
take care of the roof you're not taking
care of your property
and the end of story is supposed to
address it
well and so i if this is addressed to me
i just want to make sure you're
asking me the question um certainly it's
maintaining our buildings has been
something that was put on
you know some of the more capital
um type repairs uh were put on hold for
a long time in this district and
certainly our review of our long-term
planning
process that has started with our
facilities team will bring
forward areas that we need to get to in
in the
future 10 years and so
more least buildings are also
when we're leasing out a building we
have a responsibility of maintaining
01h 20m 00s
roofs and plumbing etc just as if we
owned it if we were using it
operationally so bring forward um areas
that we have
and the policy policy does have
budgetary constraints
as a reality in there uh in terms of
so it is definitely i agree with you
wholeheartedly
that it is absolutely a stated um policy
of the board
but it also recognizes that there may
not be enough funds to do all of it at
once because how i read that language
um liz do you think it would make sense
to um
pull in there uh disposition of property
sale and property out
and have it alone absolutely area
and or was that considered when this
policy was revised in plain op
i think that policy was revised
in the main about the sale of property
it was a revision
of excess property sales and
dispositions and it was
modified to be broader in terms of least
interests
as i recall it and i may be uh
my recall i've not gone back to look at
the prior version
um i do think it makes sense
uh when you're talking about the
criteria for below market considerations
that there are some considerations that
are unique to sale
um that are different than than rent
payments so i think
making sure the considerations are
distinguished do they work in both
categories
does there need to be something
different for uh
a sale i think is a worthy distinction
you're talking about the criteria so is
there a
is there a connection between where they
rent or a building
and any maintenance we have to do for
that building
including kind of anticipating um
you know in five years this thing is
going to need a new roof
so we're going to build up use that rent
to build up connection
our maintenance fund for that so that we
meet that obligation in a timely fashion
and uh a corollary question for any
mothball building
that we've had kind of anticipating
uh you know in five years this thing is
going to need a new roof
i'll have to look to the real estate
team about how they collect
and allocate rents uh and how that
relates to capital improvements i don't
know the answer to that
and uh my understanding is that all goes
into the general fund
and so um then there's obviously some
funds that come back
for maintenance both on the construction
side
and the operations and maintenance side
we do have now our facility condition
assessment and we will be
going to capital committee prioritizing
that works
so that we really understand what our
most critical issues are
um but depending on to speak to the
least part of it
what we do for maintenance depends on
the terms of belief certainly something
like a roof would be
that's a capital item that would be our
responsibility
but i don't know how and maybe there's a
way claire man no but
how we would take the rents and separate
them out into a
different separate budget that was meant
just for
capital improvements of the buildings
certainly something like a roof would be
certainly
certainly that's possible i'm not sure
if that's necessarily a recommendation i
think it's
best for us to look at overall
what our building needs are in
making a plan accordingly rather than
separating out the least buildings
i think i think we have that process
that's
just starting certainly and so
look forward to further discussion as we
really recommend um
take a look at the whole district yeah i
i understand that
uh claire uh but also i think there's
there's some maintenance we can kind of
kick the tin can
down the road for a year or two or even
three
but if we're leasing a space um
there's we're legally
contracted uh there's a legal contract
around
maintaining it and and
so
i'd like to leave the question on the
table about whether we should
be dedicating at least a portion of the
rent
into some kind of dedicated maintenance
fund
and just a technical point some some
leases are triple net
so that the tenant is responsible for
repairs too
so there are multiple categories of
leases just as we're talking about that
so can we hold can we hold off on this
discussion because it's
01h 25m 00s
um it's considerably weedier than
than the policy level so um
and we we have a whole other agenda item
that's going to
take some time so i want to make sure
that we wrap this up
can i can i try out a couple of criteria
that we might want to think about um
uh i think we should
probably be considering um
what what is happening inside
the building um uh by the
last couple of
[Music]
as opposed to unaffiliated
organizations and probably
direct service to um pps
students
and prioritize within the building
i agree with that read it and i would um
i would get even more specific and say
that we should probably
have specific language language around
um charter schools and how we treat
charter schools
um pps charters or state
you know charters within our
jurisdictional boundaries so i think it
would be good to have some
specific language on that and then i
would
also like to see criteria elaborating on
what's already in the
policy that speaks to the community that
is served
and um really apply our risj
to that and elaborate that in this
policy
so i think it would be good to have
somebody so can i can i just
mention that when we're talking about
charter
one of the criteria for approval
of a charter is fiscal
um
fiscal stability which includes
the ability to um to arrange for
their own space though
we need to be careful like if we're
going to
approval we're going to have we
may potentially have two policies
that could potentially be in conflict so
we need to make sure that whatever
language we use
has to be aligned to be consistent for
us to see policies
so yeah i don't think i think that lens
could be applied to
um the charter applications um
regardless of where we land on
um how we treat charters as
potential we need to lessen whatever
um criteria i like that affiliated with
pps's
with pps or affiliated with pps students
um where we land
uh i think these you know serving are
they providing predominantly
historically underserved students
um check or um using a
eligible for free and reduced lunch
criteria i think
on charters just to draw a finer
distinction
affiliated with pps students well i i
would view them as
especially public if they have a charter
from pps that they're
affiliated with pps but then i would add
this
other layer into it um as well on
the students that they're serving and
i'm just i think i'll
you know raise it from the
if you look at where the charters are
mostly um located there yes that they're
you know not all but almost all on the
other east side and that
we start running into well
when enrollment was declining it was
like fine to have charters in like
a former neighborhood school um but then
when we needed the space
then we had a church then we had kids
not being able to go to
having to go long distance to go to
their neighborhood school so i think we
should look at like
not all charters serve um
the same students and using the um
racial equity and social justice
ones to me would be an important filter
to overlay
on the public charter but then when we
know because otherwise we could be
committing ourselves to potentially
having to go along
eight buildings or however many charters
we have we should look at like
not all charters we only have a handful
of charters that are in our buildings
not very many most of our charters have
their own independent lease
01h 30m 00s
but if they knew they could get one of
our buildings i mean this is right
having been on the charter committee
over the over the years especially when
a lot of them got approved in the early
2000s when state law
like essentially districts had very
little choice but to approve them
one of the things was they all were
asking for there was a very aggressive
position
by the state charter school association
that districts
should provide buildings so i would just
be
over the years especially again i think
it's
good to include them but i would want to
have the same filter that you have very
[Music]
way that criteria are helpful to
distinguish between
tenants you want to make sure that
you're not creating then a need to do
the same thing for why you're treating
some charters differently than others
in terms of subsidizing because they're
also a tenant so you just want to keep
those
in mind which which playing field you're
on and are how are like uh entities
being treated
differently or what are the reasons for
them to be treated differently if they
are you want to make sure that you're
not creating that okay
can i get in the last comment please
just wanted to thank staff for the three
examples
that you sent along uh from new york
seattle and eugene
um and that was that was interesting it
it looks to me like new york there's
basically no exceptions
as i read that unless like it goes to a
vote
can i have the thing comment please
seattle had some specific
exceptions and a real matrix for how to
how that would impact the actual lease
terms um but it was interesting how they
defined those
[Music]
it was they had a whole list of student
support activities
and it was conspicuous that they did not
include
charters or private schools it was
supporting programs
um
and i'm trying to remember what eugene
said so
um i i think one of the options here
is that we just don't do exceptions and
it was concerned
thank you and and i think i think we
we should leave that as an option on the
table
[Music]
okay i'm gonna i'm gonna draw this to a
close because um we've only got 20
minutes left
um liz did you get enough to
stop crafting some
um proposed language i i think we got
enough for a
direction for you all to consider and
chew on at the next meeting
um we'll also we'll bring that in the
form where we'll redline it into the
existing policy
i just want to heads up to the committee
they're also unrelated to this
topic entirely are going to be a couple
proposed staff
cleanup edits i would say revisions that
as we've
implemented the policy over the last two
years we realized where
it may not be working as smoothly as
intended i don't think they're going to
be
highly uh complex but they certainly you
need to discuss them and make sure that
what you intend as well but we can talk
through that so we will we will come in
three weeks with
a redline policy okay okay cool thank
you
um okay uh i want to move on to the last
agenda which
is um the
a review of the annual report on the
formal public components and
start a discussion uh about
how the complaint policy has been
playing out on the ground over the last
two years
um two years ago we made some pretty
substantial revisions for the
[Music]
and it's been being implemented um
and um i think after two years
we're in a position where we ought to
think about
um
[Music]
start yeah i'll kick us off but then
turn it over to lydia
so as um the policy states
every year we pull together
data and trends from the school year
around the formal complaint policy
the types the number of complaints um
how many get appealed
and to what level um and then this year
um
like in years past our complaint
01h 35m 00s
coordinator
lydia lopez gamboa uh prepared that for
you all and sent it
to the board um in july at the end of
the fiscal year
um so i will turn it over to lydia to
give you the high point
and then we'll open up for a question
and answer and to what level
thank you stephanie and then this year
good afternoon my name is lydia lopez
gamboa and i'm the executive assistant
to
the executive chief of staff stephanie
snowden and i also oversee
the formal complaint process to ensure
that the district
adheres to the procedures set forth by
the formal
public complaints policy
as stephanie mentioned we provided you
with
a copy of the end of the year report it
was shared with school board
superintendent and his leadership team
um the formal complaint policy was
adopted in
november of 2014 and it has been amended
twice i believe and
on the report it shows an increase on
the number of formal complaints that
are filed every school year um
it continues to be an appropriate avenue
for families to resolve concerns
when informal process is not successful
uh it has also provided staff with the
opportunity
to find ways that you can improve
experience of families
most notably uh providing training for
staff
who respond to complaints so that
communications
are authentic and lead with empathy and
compassion
uh as the complaints were processed
during the 2019-2020 school year
uh questions emerged that are not
explicitly answered in the pps board
policy
or the associated administrative
directive
and in an effort to provide clarity
we recommend that the board policy and
governance
committee consider the following
recommendations
um number one uh board
policy on page four section d
number two um could provide clarity
as to what the district means by
assistance in preparing a written
complaint
for example i had a couple of complaints
who thought that the district would be
able to provide them
with legal assistance
so that's one number two uh
the policy could be more specific as to
who can
file from a complaint one example
is if a non-resident of portland public
schools
who has concerns about the district
would that person be able to file a
formal complaint
um and last one
is uh the district
received numerous formal complaints
submitted by the same person that were
duplicated
for repeats of previously resolved
complaints
it would be helpful to update the policy
to
specify that once the board has ruled on
a subject matter
the complainant cannot file a new formal
complaint with the same concern
or concerns um stephanie do you have
anything
back to that repeat
i'm getting a lot of background noise um
if you're not
speaking could you make sure that you're
needed stephanie do you have anything
so um i have a couple of questions um
and a couple places just looking through
it based on now that
the but not the policy has been put to
practice um since this this was a policy
where we spent a lot of time
on in 2017 and 18. but a couple places
where
there'd be some additional changes like
um under d5 retaliation against any
person who files or participates it's
like retaliation by whom
and a couple places so i think we all
thought district staff
or you know the people that were within
the span of control for the district
um 2017 but there's things in here that
i think replaces uh
are smaller changes but i guess one
question
i had is um
one change we've had this past year is
we no longer have an ombudsman
and um sort of what impact that has
has that had does it just mean that
those people who actually use the
services of the ombudsman now
um just hadn't have any support or have
they gone into the public complaint
01h 40m 00s
process
or did it did they actually get their
issues resolved
at a school level and just you know
and um i don't think we you just have a
staff person leave and
like what happened to the body of their
work so i'd be interested in a little
analysis of that as like hey these are
the types of complaints
you know the categories of complaints
and you know these ones in this category
all now are going to the tile line
coordinator or these ones are going to
you know the community engagement team
you know so getting a little bit
of analysis on that and then the second
um
piece that i think would really be
really good practice is
for us to complain um
you know the categories of complaints
and get a you know these ones in this
category after the whole process is over
um you know what feedback did we have we
got from people who engaged in our
complaint process
and analysis well i think people who go
all the way to the
final vote by the board um obviously
they felt it hasn't gotten resolved
which is why they've continued it and so
a question would be
so why did they feel compelled um
to continue the process what what what
wasn't tied off to them
was it something policy was it a process
people could go all the way um
did you just get a better understanding
for that from having talked to
some of the parents um
over the last couple years who went
through the process
there were things that they said like
hey this this was
super supportive i felt heard um
you know this change came out of the
process even though i went all the way
to the board i feel
i feel good about it you know what
happened and others
like hey i had no idea what was
happening in the process
or you know it would have been helpful
if this had happened so
i think getting feedback from like even
though it may
appear to be critical i think that some
of it will be very useful because
the point is to try and out of the
process even though it went all the way
to the board
resolve things in a way that we may not
agree with them but they don't
that they feel like they had an
opportunity within our process
or to raise an issue of concern and
potentially get part of it addressed
but one of the things i've been thinking
a lot about with the complaint process
is that
you know in the policy itself it makes
very clear
that um the the best way to resolve
school-based concerns is closest to the
experience and closest to the student
and so i think i think we've spent a lot
of time like on this policy
and with the process when things are
appealed to the board
but we really haven't spent enough time
in my opinion downstream
in supporting um how
parents and families are
received when they raise school-based
concerns
and i think that this has taken us to a
place where um
the experience is often unsatisfactory
to the parents probably because building
administrators don't have enough
guidance
about how they should be um responding
what a pro
what a what a healthy process is to
respond to
concerns that parents raise and julia
this gets to your point um
a little bit about the void of the
ombudsman because some things
were did benefit from that role
it's unsatisfactory a lot for families
but it's also really unsatisfactory
for administrators because there's a
missing link
where there we skip this step
of like authentic conversation and
healing at the most immediate level at
the school-based level
and it all starts getting into this
overly formalistic
um process that is frustrating and feels
unsatisfying
to everybody involved including our
administrators who really sincerely
want to just conversation try to resolve
whatever's not working right for a kid
level at the school
and you know i think that um
i think that we could benefit from you
know some type of structured support
from the office of of school performance
so that there's actually maybe like a
mediator
embedded within that department
um who uh is you know it's different
than an ombudsman and part of
i think part of what was both positive
and negative
about the way the ombudsman role was
week before was it was independent and
they reported to the board
but if there was someone that could
01h 45m 00s
be more responsive who's really within
the office of school performance
their one of their great values is that
they're connected
to the teams that can actually make a
difference
for the kids and families and can
probably do it pretty quickly
and i suspect from conversations that
i've had that there's support for
that type of role and position within
the office of school performance
um partly because it would just be a
good investment because right now we've
got a lot of really
really valuable people who spend an
inordinate amount of time
tangled up in these overly formal
processes
instead of people who are able to sit
down have a conversation have a
restorative process
really figure out what's at the heart of
a parent's concern
um and and because right now be faithful
to
what we say is the heart of our values
around this complaint process which is
revolving things resolving things at the
most immediate level
at the school level so i i would like to
work toward creating a mechanism that
that builds that in something that's at
the heart of the parent's concern
um if i could respond i know there's
other four
committee member members who will want
to talk but um it's as if we have a mind
meld
um amy director constant what you're
saying
we um we do continue
to create a mechanism that uh encouraged
that
that issues be addressed at the school
level closest
to the problem and i think deputy
superintendent cuellar as chief of
schools and as deputy
has done a really good job um building
in a support team of principal
supervisors and above to to support
administrators
um with this process it's not we're not
there yet
but it's a lot better than when i first
got here um i think they feel
the structure and the leadership of that
side of the organization
has really been built up to serve as
sort of customer service
delivery um we've also put in
um so so we are working on a formal
complaints of training
for administrators and folks from the
osp team like you mentioned
and also they've gone through some
communications training around how to
write
how to respond to concerns how to listen
authentically how to um communicate with
empathy
um so there are some efforts underway i
totally agree with
what you were saying and then we've
talked about
creating a new position in osp office to
school performance
that would be um some sort of
family resolution coordinator
so they would have um
they would have an eye to what lydia and
the complaints process is
but they would hopefully get to some of
these in
issues informally so it's different than
an ombudsman
it's within the osp team
but it can really track resolution
issues and work with administrators and
their
supervisors above them on these issues
so
that is a position we are creating
hopefully
so i just wanted the committee to know
so it's different than
did you just say that is a position that
we are creating like it's happening now
yes but it can sweet so one thing that's
worth noting is the ombudsman didn't
report to the board they reported
didn't they report to your office yes
[Music]
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so real quickly i wanted to reaffirm
julia's point of getting some kind of
customer satisfaction survey
out there and uh that includes both
process
and content
you know you guys treated me great and
screwed over my kid
or vice versa i ended up getting what i
wanted some kind of
satisfaction um and i wanted to thank
lydia who's
our public face and i know has
taken some abuse over the years uh thank
you thank you thank you
i hope uh you've gotten that humongous
raise
or vice versa thank you very much i
better stop there
dan i wanted to thank you so um we're
we're rapidly running out of time i want
to make sure that the students get an
opportunity to ask any questions over
the years
thank you thank you thank you i hope uh
you've gotten that thank you big
01h 50m 00s
question um
i have watched the video so speak up if
you have something to say i think they
were both
shaking their heads and i personally
just been listening and uh
this isn't part of the complaint process
um
the policy per se but i think
um especially when things
just having a document that kind of runs
through what the actual
process is and so
like i we don't we only see you when he
gets to the step that gets to the board
but even then it's like
is it public is it private who's in you
know or is an executive session who's in
the room
what's in the range of the board can do
it's sort of a mystery and i think and
not intentionally so but i mean it's and
i think the actual
at least for me is i'm going to speak
myself as a board meeting especially in
this virtual
rule world i'm not sure like hey am i in
an executive session
or if there's a student involved like
how do we talk about them
so one of the things that i would just
encourage so that
both the board and the complainant
have the same understanding of like here
are the discrete sets of the
steps of the process especially in this
virtue
so that i'm not sure like hey am i i
think sometimes people get wound up
around the process um and then that
makes
their complaint more urgent or the
resolution less
satisfactory because i mean it's people
get anxious
about engaging the process especially
when you get to the very end and it's
the board
so that would just be a process
improvement that's not policy related i
think
sure i appreciate that julia and lydia
can speak to this if she wants to i
um and thank you director bailey um
for commenting on lydia lydia is
such a friendly and responsive
complaints coordinator she gets back to
people when she's on vacation
um she is always monitoring and
not only really quick to respond and
acknowledge something from a
complainant but also keeps everyone on
their toes getting the deadlines met
um but she also does have quite a bit of
back and forth
such a friend there is back and forth
with complainants
explaining what the process will be
explaining what the board meeting will
look like
we can always build on what we do now to
make that clearer
so i appreciate that feedback yeah
i mean this is everyone i say as much i
think for the board of like
um this is the time because we get just
different complaints and then there's
you know we might be flipping in and out
of executive session what can we say
what can't we say i think i said this is
just me speaking as a board member would
be helpful to have
that same information knowing what their
expectations
because i agree almost every complaint i
talked to like
raves about lydia and i was like how
often does that happen that the
complaint
coordinator is like the most popular
person in the process
but again just so we all know what the
kind of the ground rules
thank you director of frame edwards
there's always room for improvement
and we have created uh
you know uh communication between the
complainant and
us but uh there's always room for before
improvement
and uh we'll take those and make some
adjustments
and what i wanted to say the i agree
with the uh
appreciate the three points that uh
staff brought up for
uh changing the policy or clarifying the
policy i think uh
yeah thumbs up let's let's move
[Applause]
going forward thank you for the report
and thank you for
all your work lydia um
you're welcome i would i would not be
good in your job let me just leave it
there
um so i i appreciate you um out of time
so for the future reference um
i personally i think it would be helpful
to get a little more narrative attached
to the wrong numbers
um because it's um
you know it's hard to know it's hard to
interpret what the
numbers mean so for example we had a big
spike
in formal complaints in 2018-19
so that could either mean oh boy
01h 55m 00s
you know things were not good um or
oh look we pps finally has a complaint
process that i can navigate
so i'm going to put in complaints um
one would be not so good one would be
better so um
so it would be helpful and and
especially since you've got
contact with everybody you put
um i'm guessing you have a sense of
where the trends are
and it would be helpful to get kind of
your sense
of how things are going um
and if you can marry your subjective
interpretation
with the objective numbers
um now we got something so um
and i don't even know if this is
possible
to get but um i would be very curious to
find out
um of
all of the interpretations families who
have complaints and make them known to
somebody
in the system how many of them actually
wind up as a formal complaint as opposed
to
getting resolved at a much earlier level
and i'm hoping that it's a relatively i
mean i would assume it's a relatively
small percentage
of all of the complaints that somebody
within ptsd that end up as a formal
complaint um
and i don't even know if we keep any
numbers on that
or not but that it would be useful info
and i'm hoping um and it would help us
identify i mean i would assume it's kind
of trend
and then i guess the last thing i would
say is um when we made the changes
in this policy uh one of the things
that um i think we explicitly said in
the policy
um i don't have it right in front of me
but um
i think we wanted to reframe it as uh
policies help the district get better
and help us identify you know problem
areas
and then you know fix this policy um uh
one of the things it would be very um
i think useful i think if um
if we had any examples you know in these
annual reports
if there you know over the course of a
year
if you can really point to instances
where um a complaint
led to some concrete improvement
within the district useful i think um um
i think it would be instructive examples
you know like systemic
improvement refraining it's systemic
improvement yeah yeah
um and i think it would point to if
nothing else that would make us all feel
better
that um you know that led to
some pain of the complaint process
actually has some good payoff
potentially um
you know in the days that might help um
systemic improvement so anyway
um we're now at 604
so um i want to open up again to
students
amy you have any final word anybody
yeah one last thing um so this is like a
formal complaint process
and you guys were just discussing how it
could be resolved at the
school level or maybe at the teacher
level is there a policy regarding how
that
should function um i want to open up
again
i don't think so it's hard to legislate
like goodness good listening
empathy
working together good minds working
together how do we
how do we make this a win-win i don't
know that
that's yeah other than
i mean it's it sounds like uh
like our uh good listening uh
forget the role the titles again craig
welar is working on
you know you know we can do some
specific training with
our administrators on can we make this a
win-win on how to resolve that
there is a sentence or two in the policy
that says
you know whenever possible um
issues should be resolved at the lowest
possible level you know as close to the
classroom
and or the school as possible but i
think that's the only policy that
governs
administrators
[Music]
okay any other um okay so what's going
to happen
the next steps now um um
staff are going to come back with some
um language suggestions
um based on
02h 00m 00s
will you have those available for us at
the next
community um okay okay
so um so three weeks from now and
whenever that is
um roseanne um actual date when the next
comments you've
[Music]
um 9 14 i think rita um
september 14th okay so
um so at the next committee meeting
we're going to have
uh a couple of policies that will have
actual language
revision proposals on the table
right
um we have at least two policies under
consideration do we have uh
communication strategy engagement
strategies around either of them
that's an excellent excellent question
bringing us all the way back to the
beginning um
and i i don't know the answer to that is
anybody
at least two policies under
consideration i
i i think we don't these were initiated
these are both board requested
policies and i think it'd be fair for
staff to come with a proposal to the
board about that
on at the 914 meeting this was a
conceptual
conversation first but i think the staff
can bring that
proposal and it can be discussed at the
next meeting
okay and that'll be
that'll be our first opportunity to um
execute on the uh
this new approach to community
engagement
conversation um anything else
it can be discussed are we good at the
next meeting okay i'm going to adjourn
the meeting
thank you everybody and uh thank you for
the
song at the beginning happy birthday
thank you engagement
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02h 05m 00s
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Sources
- PPS Board of Education, BoardBook Public View, https://meetings.boardbook.org/Public/Organization/915 (accessed: 2023-01-25T21:27:49.720701Z)
- PPS Communications, "Board of Education" (YouTube playlist), https://www.youtube.com/playlist?list=PL8CC942A46270A16E (accessed: 2023-10-10T04:10:04.879786Z)
- PPS Communications, "PPS Board of Education Meetings" (YouTube playlist), https://www.youtube.com/playlist?list=PLbZtlBHJZmkdC_tt72iEiQXsgBxAQRwtM (accessed: 2023-10-14T01:02:33.351363Z)
- PPS Board of Education, "PPS Board of Education - Committee Meetings" (YouTube playlist), https://www.youtube.com/playlist?list=PLk0IYRijyKDVmokTZiuGv_HR3Qv7kkmJU (accessed: 2023-10-14T00:59:52.903034Z)