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MEMORANDUM
Kenton L. Alm Od+.
Attorney at Law
Direct Dial: (510) 808 -2081
kalm @meyersnave.com
ATTORNEY- CLIENT PRIVILEGED & CONFIDENTIAL
January 17, 2014
Elaine Boehme
Kenton L. Alm
Sarah N. Olinger
iPad Use Policy Recommendations for Administrative Committee's
Consideration
Introduction
The purpose of this memorandum is to provide Central Contra Costa Sanitary District's
( "District ") Administrative Committee with preliminary advice concerning the development of a
use policy that applies to the distribution of iPads to District Board Members. In order to
encourage paperless communications with Board Members, the District is considering whether
to distribute iPads for current Board Members' use. Because current District policy does not
specifically apply to ipads, the District will need to either develop a new iPad- specific use policy,
which may include expanding upon existing policies, or develop an entirely new "device neutral"
use policy that would apply to all electronic devices used by District staff and Board Members.
The scope of this memorandum, however, is limited only to the development of an iPad- specific
use policy. Should the Administrative Committee seek recommendations as to a device neutral
use policy, we will be happy to prepare a separate memorandum for consideration.
Existing District Policies Related to Electronic Devices and Communications
The District has currently adopted four different Policies and /or procedures related to
electronic devices and communications. The four policies are summarized as follows:
1. District Policy on Use of Internet Access, Communication Services, Computer
Software and Hardware, Social Media, PDA's, smart phones, iPads, etc.
(HR Administrative Procedure, last revised 12 /1/10)
This policy provides guidelines for the appropriate use of District - provided electronic
devices and internet services. It prohibits employees from using the internet for any
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January 17, 2014
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illegal or discriminatory purpose, as well as other inappropriate purposes such as on -line
shopping, stock trading, pornographic or sexually oriented websites. However,
employees may use the internet for short periods of time for appropriate personal use as
described in the policy. Use of social media /social networking is allowed, as long as it
does not impact employee productivity and performance, and conforms with District
guidelines for prohibited communications. The District maintains the right to monitor
employee access to the internet, as well as the contents of the employee's District -owned
computer and any software installed. The policy prohibits the installation of software on
District -owned systems that is either purchased by or given to the employee without the
IT Administrator's knowledge and authorization.
Most relevant here, the policy provides limited guidelines for the use of mobile or
handled digital devices. In essence, the District will not purchase a device or related
accessories for its employees; the District will not be responsible for any lost, damaged,
or stolen personal devices; and the IT Administrator must approve the use of any device
connected to District -owned equipment as well as the purchase of any device
synchronization software.
2. Employee Computer Purchase Assistance Program
(Board Policy adopted 1/24/13)
This policy provides low- interest loans to employees to purchase a personal desktop,
laptop, tablet, printer, software and /or related equipment of any brand up to a maximum
of $2,000.
3. Manager Cell Phone Reimbursement Policy
(Board Policy adopted 12 /3/09)
This policy reimburses Managers for the use of their personal cell phones to conduct
District business. For smart phones, the District reimburses up to half the cost of the
purchase price (up to $150) and up to $100 per month for the monthly service contract.
Managers are fully responsible for any loss or damage to their phones, as well as for
replacement of the phone.
4. E -Mail Policy
(Administrative Directive adopted 7/2/10 but not yet implemented)
This policy pertains to all District e-mail communications, the retention of such
communications and whether such communications constitute an official record. It also
alerts employees that the District reserves the right to retrieve any and all emails
transmitted through its network, and e-mail users shall have no reasonable expectation of
privacy in communications sent through the network.
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As demonstrated above, the existing Board Policies and procedures are insufficient to
address the District's interest in distributing iPads to Board Members, the Board
Members' use of the iPads, and the various policy considerations that would apply. The
District therefore has the option of either expanding upon one of the four existing
Policies above, or developing a new iPad- specific use policy.' Although we do not
recommend a particular approach, the next section advises the Administrative
Committee on important questions and factors that should be addressed in any Board
Member iPad use policy.
iPad Policy Considerations
1. The District should provide each Board Member with a District email account.
Board Members should not conduct any District business without using a District -
provided email address that occurs through the District's email server or network. The
District email address must only be used for District business and not any personal
matters. Likewise, Board Members should not use any personal email address to
conduct District business. The intent is to protect, as much as possible, any personal
communications and personal data from disclosure in the event of a Public Records Act
request. Business and personal matters should be separated to the extent feasible, and a
District - provided email address will help achieve such separation.
2. Should the District pay for an iPad for Board Members? What about the 3G or 4G
Data Plan?
To encourage access to paperless communications 24/7, we recommend that the District
pay for 100 percent of the cost of the iPad. If the Board Member chooses a data plan,
we recommend that the District reimburse the Member for some portion of the data
plan — perhaps 50 percent of the cost, or a not -to- exceed amount. We do not
recommend reimbursing 100 percent of the data plan because Board Members will likely
use the iPad for personal use, and the District should not have to subsidize 100 percent
of the Board Member's personal use of the iPad.
'Again, a third option is to develop a general use policy that is "device neutral" and covers any
District - provided device. This device neutral policy could potentially consolidate one or more of the
policies listed herein, and provide a more simplified approach to the employees' and Board
members' use of electronic devices to account for the development of future technologies and the
perpetual obsolescence of current technologies.
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3. What iPad applications should the District pay for? What about iPad accessories?
We recommend that the District pay for sufficient and appropriate applications (i.e.
necessary for conducting District business) to install on the Board Member's iPad. Any
additional applications (not used for District business) downloaded on the iPad should
be paid for by the Board Member. With respect to iPad accessories, we recommend that
the District pay for 100 percent of any basic iPad accessories, such as a protective cover,
stand and keyboard. However, any other non - essential iPad accessories should be paid
for at the Board Member's expense.
4. Who owns the iPad?
The District should own the iPad. This is important, because if the District pays for the
iPad and the iPad is used for the purpose of conducting District business, then the
District should retain all ownership rights to monitor and inspect the iPad to ensure that
the Board Member is using the iPad in accordance with the iPad policy and any other
District Policies regarding electronic communications.
5. Should the District allow the Board Member to also use the iPad for personal
matters?
Yes. As sated above, the District - provided email account should not be used for
personal matters. However, the iPad may generally be used for personal matters,
because prohibiting personal use would be impossible to regulate. Except for District
email, Board Members should understand that personal use of the iPad is allowed, as
long as such use does not violate the iPad policy, such as item numbers 8 and 9 below.
G. Who is responsible for the general care of the iPad?
The Board Member should be responsible for the general care of the iPad, should only
use a clean soft cloth to keep the screen clean and should be prohibited from adding any
stickers or labels to the device other than any District ID stickers or labels.
7. Who should be responsible if the iPad is lost, stolen or damaged?
The Board Member should notify the District's IT Department immediately if the iPad is
lost, stolen or damaged. Because the District owns the iPad, the District should be
responsible for the iPad and should provide a replacement as needed, as long as the lost,
damaged or stolen iPad is not due to serious neglect or the active fault of the Board
Member.
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8. How should the District handle any personal data accumulated on the Board
Member's iPad?
The District should provide a clear statement that it is not responsible for any personal
data that the Board Member wishes to store on the iPad, or any personal
communications that are handled through the iPad. Notwithstanding the District's
intent that the iPad only be used for conducting District business and facilitating
paperless communications, Board Members should understand that they have no
reasonable expectation of privacy as to any personal matters created, received, stored in,
or sent from a District- issued iPad. Persons filing Public Records Act requests of the
District may well argue that all of the data and information stored on the iPads, including
personal information, is subject to public disclosure.
9. How should the District handle any harassing, discriminatory or illegal activity
discovered on the Wad?
The District may wish to retain an ability to monitor and inspect the contents of the
Board Member's iPad to ensure that no harassing, discriminatory or illegal activity is
taking place. In our review of example electronic policies from other agencies, the
District may consider a general use prohibition, such as the following adapted from the
City of Dixon:
In the use of the iPad, Board Members shall comply with all relevant
District regulations including, but not limited to the District's harassment,
discrimination and retaliation policy. Other inappropriate and prohibited
uses of the iPad may include, but are not limited to the following:
- Threats;
- Slander /libel;
- Defamation;
- Obscene, suggestive or offensive graphic images or messages,
including any access of pornographic materials;
- Political endorsements;
- Private, for profit activities;
- Criminal activity.
If any harassing, discriminatory or illegal activity is discovered on the iPad, the iPad
should be completely wiped clean.
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Depending on the type of illegal activity discovered, the District should consider if any
punitive measures should be imposed on the Board Member, such as a monetary fine, or
the threat of a fine or other punishment.
10. Should the District place any other limitations or restrictions on the Board
Member's use of the iPad?
For Administrative Committee discussion. One example would be to prohibit the use of
the iPad in any way that violates the public meeting requirements of the Brown Act.
Another example would be to prohibit the use of the ipad to promulgate any virus or
other hostile computer program or file, or to disable or overload any computer system or
network, or to circumvent any system intended to protect the privacy or security of
another user. Another example could be to require each Board Member to secure his or
her iPad with a password that should not be shared with anyone.
11. Should the District provide Board Members with any iPad training or technical
support?
Yes. Training is essential in order to ensure that Board Members understand how to
best maximize the use the iPad to conduct District business paperlessly. The IT
Department may make itself available on an as- needed basis for training, and may also
provide technical support during regular business hours.
12. What happens to the iPad at the end of the Board Member's term of service?
Because the iPad is the District's property, the Board Member should return the iPad to
the District. Following the preparation of any appropriate backup files, the District
should wipe the iPad clean of any and all information at the end of the Board Member's
term.
2226318.2
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