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San Jose council adopts policy to standardize elected-official office transitions, including city-based accounts and CRM migration
Summary
The council approved a new policy to standardize transitions between mayor and council offices: require city-based accounts for official communications, centralize constituent data, manage physical assets, and plan a phased migration to city CRM and .gov domains.
San Jose’s City Council on May 20 adopted a policy to standardize transition procedures for elected officials’ offices, directing staff to centralize city-owned accounts and to help incoming offices migrate constituent data and online services.
The adopted policy requires city-based accounts for official communication tools where feasible, centralizes constituent profile data into the city’s customer-relationship management (CRM) system, memorializes onboarding/offboarding procedures, and sets an implementation timeline for CRM and domain changes.
Why it matters: Council members told staff the lack of consistent procedures during past transitions led to service interruptions and confusion for constituents. The new policy aims to protect city-owned data and maintain continuity of constituent services across officeholder changes.
What the policy requires and timeline:…
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