Investigations | TPO Human Resource Management

Impartial and Professional

TPO is licensed by the State of California (PI-25638) to provide investigative services – something that sets us apart from most other HR consultants and firms!

Why is this important? Because an external consultant hired to conduct a workplace investigation must be state-licensed private investigator or state-licensed attorney. CA Business & Professions Code Section 7520-7539.

Workplace investigations can be tricky to complete internally (and without bias). We offer years of experience, judgment, and credentials to reduce your exposure and liability.

Members Enjoy Reduced Rates!

The areas of Investigative Services include:

Harassment/ Discrimination/ Retaliation Investigations

Agency (CRD/EEOC) Complaints
Internal Complaints/Concerns
Abusive Conduct Complaints/Concerns

Misconduct and Other Workplace Matters

Conflict Resolution
Employee Relations
Workplace Satisfaction
Internal/External Theft

Post-Offer Background Checks

Be More Confident with Your Decision to Hire!

Our process includes identity confirmation, electronic searches of restricted access investigative databases, various proprietary sources, and onsite court record searches as required. Post-Offer background checks (with accompanying written report) start at $250 for members ($300 non-members). Degree Verification and pre-employment Credit Reports are available at additional cost, based on the fees charged by the institutions involved.

For TPO to conduct a background check, the following documentation is required at the time of request:

Post-Offer Background Check Intake Form (completed by employer)
Employment Application (completed by applicant)
Background Release (completed by applicant)
Background Summary of Rights (provide to an applicant for their records)
Resume and/or Employment History Form (if no resume is available)
AB-22 Employer Credit Report Certification (completed by an employer with applicable allowances checked) – only when a credit check is requested.

All background checks are processed within a twenty-four-hour period and normally take 3-4 business days for the final report to be returned. Background With Credit Checks can take more than the normal 3-4 business day turnaround depending on how fast the credit report is returned.

To get started, please download ALL listed background release forms listed above, scan and e-mail to Brian Pratt - Director of Investigations at [email protected] and Brian will take it from there!

If you have any questions, please contact Brian Pratt at (831)915-8296.

For more information!

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WHAT DO OUR MEMBERS AND CLIENTS SAY?

"I am so grateful that we committed to TPO. This dedication to HR is noticed and appreciated by our employees!"

Sunset Cultural Center – TPO Member
Beth Bowman, Managing Manager

Schedule and Registration 9:00am - 11:00am
Member Rate: $245 per participant* Non-Member Rate: $295 per participant

VirtuaLive Schedule:	June 12, 2024

TPO Member	*Discount Code: Member (case sensitive)

	Register to Attend a Prescheduled Multi-Client Program Purchase 3-Day Video Recording Access Pass Schedule Client Exclusive (In-person and/or on-line) Request More Information

English - Schedule and Registration Non-Supervisors & Supervisors in hour one; Supervisors continue for hour two.
VirtuaLive Schedule:	December 19, 2024 June 5, 2025 December 11, 2025

	Non-Supervisor 9:00am - 10:00am Member Rate: $35 per participant* Cost: $45 per participant Discount Code: EE (case sensitive)	Supervisor 9:00am - 11:00am Member Rate: $50 per participant* Non-Member Rate: $65 per participant

TPO Member	*Discount Code: MemberEE (case sensitive)	*Discount Code: MemberSUP (case sensitive)

	Register to Attend a Prescheduled Multi-Client Program Purchase 3-Day Video Recording Access Pass of Upcoming Prescheduled Progam Purchase 3-Day Video Recording Access Pass of Previously Recorded Program (Available Now) Schedule Client Exclusive (In-person and/or on-line) Request More Information

Spanish - Schedule and Registration Non-Supervisors & Supervisors in hour one; Supervisors continue for hour two.
VirtuaLive Schedule:	December 7, 2023 June 6, 2024 December 5, 2024

	Non-Supervisor 9:00am - 10:00am Member Rate: $35 per participant* Cost: $45 per participant Discount Code: EE (case sensitive)	Supervisor 9:00am - 11:00am Member Rate: $50 per participant* Non-Member Rate: $65 per participant

TPO Member	*Discount Code: MemberEE (case sensitive)	*Discount Code: MemberSUP (case sensitive)

	Register to Attend a Prescheduled Multi-Client Program Purchase 3-Day Video Recording Access Pass of Upcoming Prescheduled Program Purchase 3-Day Video Recording Access Pass of Previously Recorded Program (Available Now) Schedule Client Exclusive (In-person and/or on-line) Request More Information

*It’s All About Leaves!*
Managing and integrating these complicated State & Federal leave laws has always been a challenge! It is no secret these laws were not written for simplicity or ease of administration. In fact, there are numerous opportunities to fumble… whether you miss an important notification requirement, stop benefits short of legal requirements or fail to offer the amount of leave allowed. Don’t put your organization at risk! We will unravel the pieces and help you develop a system to cope with the overlaps and differences so you can be confident.
Review regulatory requirements and implications (in plain English!) Highlight important differences between the 5-49 and 50+ employers Visually walk through how CFRA interacts with PDL/WC interaction and stacking	Address the aspects that you find most frustrating Discuss practical solutions for managing leaves Provide sample guidelines for leave administration

5-49 Workshop - Schedule and Registration 9:00am - 11:00am Member Rate: $245 per participant Non-Member Rate: $295 per participant

VirtuaLive Schedule:	July 9, 2025

TPO Member	*Discount Code: Member (case sensitive)

	Register to Attend a Prescheduled Multi-Client Program Purchase 3-Day Video Recording Access Pass of Upcoming Prescheduled Program Purchase 3-Day Video Recording Access Pass of Previously Recorded Program (Available Now) Schedule Client Exclusive (In-person and/or on-line) Request More Information

Impartial and Professional

The areas of Investigative Services include:

Harassment/ Discrimination/ Retaliation Investigations

Misconduct and Other Workplace Matters

Post-Offer Background Checks

WHAT DO OUR MEMBERS AND CLIENTS SAY?

Administrative and Communications Coordinator

Bilingual/Cultural Consultant

Senior Consultant

Operations Manager

Director of Investigations

Lead Consultant

Senior Consultant/Training Specialist

Senior Consultant/Training Specialist

Principal/Co-Founder

Principal/Co-Founder

*Where the Rubber Meets the Road!*
Your job as a leader is to set people up for success. When things go off course, leaders take action. Are you unsure about how to coach your employees to tap into their greatest potential? Do you find yourself coaxing with little to show for it rather than motivating and engaging your team? Let’s face it, substandard performance impacts everyone and misaligned behavior is even worse. Attending this session will inspire you to develop your employees while addressing performance challenges with increased skill and confidence. Drawing on decades of experience, TPO delivers straight-forward ready to implement performance management knowhow.
How to Set People Up for Success Giving & Receiving Feedback to Drive Accountability Coaching, Correction or Both?	Sidestepping Legal Landmines How & When to Initiate Performance Improvement Planning When and How to Say Goodbye

*The Workplace is Changing – Are You Ready?*
Working remote is a historic shift in the future of how many are working. Although not viable for everyone, digital tools are making it easier for a large amount of work to be done away from the workplace. When it’s the right fit for your organization, embedding a remote workforce can yield productivity gains and employee gratification. But there is more than simply providing workers with online access to office applications. The key is enabling employees to carry out their work optimally that conforms to regulatory and safety requirements while keeping employees interconnected to you and the team. Some of the questions we’ll answer include: *How do we know if remote work is right for us? What are the benefits and challenges? What makes for a strong remote workforce?*
Understanding & Assessing the Value Proposition Developing a Remote Work Policy Managing Regulatory Requirements	Enabling Employee Productivity (Tools, Equipment, etc.) Importance of Manager Training Communication “Must Do’s”

Is it ME?
Often “difficult” people are those individuals who have a style of communicating that is different than our own. This two-hour program discusses the how “difficult” people impact the work environment and looks a bit more closely at the reasons such people are perceived as “difficult” as well as discussions and practical tips on how to change the “difficult” situation to one that is more productive and rewarding.
Communication and Motivation at Work Different Communication Styles Model & Types of Communication Roadblocks to Communication	Active Listening The Most Common Reasons Employees are “Difficult” and What You Can Do About It Putting it Into Practice

*What’s Really Going on Here?*
How to figure out what’s really going on through competent (UP-FRONT!) fact-finding. Have you ever thought: “If I knew then what I know now…I would have done things differently!” Every day you are faced with new situations that require you to problem solve and make sound decisions – sometimes that is easy, often it is not. So how do you, analyze the situation and arrive at the best outcome? Learn proven tips and techniques to practice and use right away when faced with both routine and complex problems.
How to “BUY SOME TIME”! What’s the best approach and when? Analyzing the issue.	Who else should be involved (and who shouldn’t)? When is it “fact finding” and when is it an “investigation”? Why does that matter?