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CC 02-04-2025 Item No. 12 Study Session on revisions to City Council Procedures Manual_Written Communications (2)CC 02-04-2025 Item No. 12 Study Session on revisions to the Cupertino City Council Procedures Manual Written Communications From:Liang Chao To:City Clerk Subject:Fw: Proposed revision for the council procedures manual Date:Tuesday, February 4, 2025 9:30:57 AM Attachments:2025-02-04 Revision to Council Procedures Manual.pdf Here is my proposed revisions for the council procedures manual in slide format with one change per slide. Please enter this into the written communication of this item. Liang Chao​​​​ Mayor City Council LChao@cupertino.gov 408-777-3192 Revision to Council Procedures Manual 2025-02-03 Expense Reporting Policy NOT FOLLOWED? CONFIRM: “CM shall keep Council informed of the City response” 5.4 Responses to Public. It will be the responsibility of the City Manager to ensure a response is provided to public correspondence for informational requests addressed to the Council. Staff shall respond to all requests for services as appropriate, and the City Manager shall keep Council informed of the City response.[LC1] [LC1] It seems the responses to residents have not been forwarded to Councilmembers in practice. I seem to have to request that the city’s response is forwarded to me. CONFIRM: CM shall place requests on Agenda 6.6 Councilmember Access to Information. ….it more appropriately be assigned to staff through the collective direction of the City Council, based on the guidelines set forth in Cupertino Municipal Code section 2.17.043. The City Manager shall place requests that impose a significant workload on staff on the Council agenda for review by the full Council, along with a statement from that Councilmember as to why the information is needed. L1. REMOVE: No Good Reason to include these 2.1 Selection of Mayor and Vice Mayor. The Mayor and Vice Mayor shall be selected annually at a special meeting on the second Thursday of December. The Mayor and Vice Mayor shall not serve consecutive terms; provided, however, this provision shall not prevent the Vice Mayor from succeeding to the office of Mayor. 4.4 Appointment. Commission and Committee applicants will be interviewed by the Council … Immediate family members residing in the same household as a Councilmember are not eligible for appointment to any commission or committee. Former Councilmembers are not eligible for appointment to any commission or committee within four years of having served on the City Council. L2. REPLACE: Commission Removal by Council Approval 4.5 Removal. The City Clerk shall remove notify the Council and make recommendation for potential removal of commission members for failure to comply with attendance policies adopted in the Commissioner's Handbook. Council retains full discretion to review commission and committee member performance and may take disciplinary action as needed, including removal from the commission or committee. [LC1]The Commissioners serve at the pleasure of the Council. The Council should be the one who remove commissioners, in case there are special circumstances to be considered. L3. ADD: keep alternate informed of all correspondences 5.3 Regional Bodies. The Mayor shall appoint Councilmembers to represent the City of Cupertino on …. If a Councilmember is unable to attend, they should notify their alternate as far in advance of the meeting as possible so as to allow the alternate to attend. To ensure continuity of the City’s representation, the alternate should receive all correspondence from the regional bodies that is also sent to the primary. [LC1] For example, making such a request to the regional bodies and some already has such practices, such as the Valley Water. In case a regional body is unable to fulfill the request, the primary might forward the correspondences to the alternate, for example. L4. ADD: Brown Act and Rosenberg’s Rule training 5.6 Council Training. Any member of the City Council and City commissions or advisory committees formed by the City Council shall receive ethics and anti- harassment training required by state law and the Brown Act and Rosenberg’s Rule of Order training. New members must receive the training within their first year of service and shall comply with ongoing training requirements imposed by state law. L5. ADD: CM provides options (ICMA suggestion) 6.2 Council/Manager Form of Government. Under the Council/Manager form of government, the City Council sets policy direction as the direct representatives of the community. To enable the City Council to make informed decisions while weighing community input, the City Manager provides staff recommendations and presents options, along with their associated pros and cons. The City Manager provides the professional expertise to manage the organization. [LC1] In the first question of the City Manager performance survey from the facilitator Nadine Levin, which I was told is from ICMA, one of the list of “Indicators to consider for successful performance“ for the City Manager is “Provides staff recommendations and gives the Council options”. Indicators to consider for successful performance: (from ICMA City Manager Evaluation The City Manager: ●· Acts to encourage mutual honesty, respect, and trust ●· Facilitates open two-way communications ●· Provides for direct contact with each Councilmember that is tailored to the individual preferences and needs of each Councilmember ●· Takes direction from the Council as a whole ●· Provides staff recommendations and gives the Council options ●· Is responsive to Council requests and needs ●· Provides a high level of information to Council relating to City programs, services and issues, keeping them well-informed ●· Effectively carries out Council policy direction and provides assistance in policy facilitation ●· Acts with integrity in working with the Council ●· Helps Councilmembers field issues and concerns ●· Provides leadership on significant issues or crises ●· Maintains order, professionalism, and confidence during difficult times L6. ADD: Assume suggestion, rather than instruction 6.3 Council-Manager Relations. The City Council and its members shall deal with the administrative services of the City only through the City Manager, except for the purpose of inquiry, and neither the … and no individual Councilmember shall give any instructions to the City Manager. In the event that any suggestion or comment from an individual Councilmember might be perceived as an instruction by the City Manager or any staff, the City Manager/staff should assume positive intent and treat it as a suggestion or comment.[LC1] [LC1]This is intended to facilitate positive Council-staff relationship so that one does not assume guilt on any party based on someone’s perception, which might differ from the actual intent of any councilmember. When in doubt, whether any comment is an instruction or merely a suggestion, just assume it is a suggestion only so that the staff can feel free to decide whether to accept the suggestion or not at all. L7. REPLACE: Council may file PRA Request 6.6 Councilmember Access to Information. ….it more appropriately be assigned to staff through the collective direction of the City Council, based on the guidelines set forth in Cupertino Municipal Code section 2.17.043. The City Manager shall place requests that impose a significant workload on staff on the Council agenda for review by the full Council, along with a statement from that Councilmember as to why the information is needed. No Councilmember shall circumvent the City Manager' s direction regarding a request for information by seeking information through a Public Records Act request. A Councilmember may file a request for information by seeking information through a Public Records Act request as any member of the public. [LC1] In response to any Public Record request, the city would only do a record search of any existing documents, which should not take any significant city staff time. This PR request is different from information requested by a City Councilmember. In case the information requested already exists in any document, I am sure the City Manager would have provided it in a timely manner as it would not require significant workload. I suppose that significant workload would only be necessary if the information requested is not readily available. Thus, I do not see any need to restrict any councilmember from filing PR requests. L8. REPLACE: Two proposals: add rationale and add to agenda 7.1 Future Agenda Items. The City Manager, the City Attorney, the Mayor, or any two Councilmembers may request that an item be added to a future agenda for Council action. The City Manager shall provide a quarterly report to Council regarding the status of future agenda items, which may include a request to remove items from the list of future agenda items. Any item may be removed for the future agenda items list by a majority vote of the City Council. At the requestor’s discretion, the agenda request may also include additional information explaining the rationale for or timing of the agenda item. Under the “Future Agenda Item” section of each regular Council meeting, a document listing all current future agenda requests shall be provided. L9. ADD: Meaningful description and include budget update 7.3 Agenda Item Descriptions. Each agenda item shall include a brief general description of the matter to be discussed ( approximately 20 words in length), including any action that may be taken under the California Environmental Quality Act, and should generally include the recommendation of the City Manager. If the item includes any budget request or modification, the amount should be specified for transparency when possible. The brief description should be comprehensible by a common resident. For example, •an amendment to the Municipal Code should include a description of the amendment, rather than only the Code Section to be amended; •an item related to a development project should include not only the street address, but the common name of the project when applicable; •The second reading of an ordinance should have the same agenda title as the first reading. L10. ADD: Staff Report to include dates of past meetings and maps etc 7.4 Staff Reports. Staff reports should include the following sections: 1. Subject 2. Recommended Action 3. Background 4. Reasons for Recommendation and Available Options 5. Sustainability Impact 6. Fiscal Impact 7. California Environmental Quality Act The “Background” section should include the date, at least the month and the year, previous meetings were held and decisions were made on the item so that the public can easily look the meetings up for reference. When applicable, maps and charts should be provided in the staff report for easy reference. [LC1]The staff report has always provided great background information in previous years, especially dates the item were on the Council agenda in the past and I have been able to find out more about the background of a project through. But the practice has not been consistent. So, I thought it’s worthwhile to document the existing best practice. L11. ADD 7.7: Written Communication 7.7 Written Communication. All written communications on an agenda item sent after the meeting agenda is posted shall be included in the “Written Communications” document of the council meeting. Any written communications on items not on the agenda shall be included in the “Written Communications” document if the sender indicates the desire to be included. Written communication will be posted by 5pm before the 6:45pm Council meeting and updated and posted the next day with any additional comments received. [LC]: It has been the long-standing practice in Cupertino that the city clerk will include all written communications for non-agenda items. No need to change the practice. L12. ADD: When “regular” council meeting is moved to Wednesday…. It shall be treated like a regular council meeting 8.1 Meeting Schedule. The City Council conducts its regular meetings on the first and third Tuesdays of the month, except when Council is in recess. At Prior to the second regular meeting in January, the City Council will approve the schedule of meetings for the calendar year, which in addition to the regular meeting schedule may include the cancellation of regular meetings and the addition of special meetings and study sessions…. 8.1.1 When a regular council meeting is moved to Wednesday, the agenda shall be published the prior Wednesday and the meeting shall start at 6:45pm and include all items as a regular council meeting. L13. ADD: Council Report may include matters serving constituents 8.3 Order of Business. The order of agenda items for regular Council meetings is as follows: … 13. Oral Communications (continued) 14. Councilmember Reports 15. Future Agenda Items Oral communications shall be limited to 30 minutes. … Councilmember Reports should focus on include Council committee assignments and may include other matters serving the constituents, in addition to, ceremonial appearances. In the absence of an objection made by a majority of Councilmembers present and voting, the Mayor may modify the order of business to facilitate the fair and efficient conduct of Council meetings. L14. REPLACE: Anyone can pull items. Advanced notice is appreciated. 8.4.2 Removing Item from Consent Calendar. Items may be removed from the consent calendar only by a member of the City Council. Any member of the City Council who would like to remove any item from the consent calendar shall notify the City Manager and the City Clerk no later than 12:00 p.m. on the day of the City Council meeting. Items may be removed from the consent calendar by a member of the public or a member of the City Council. To facilitate an efficient meeting, advance notice to the City Manager and the City Clerk by 12:00 p.m. on the day of the City Council meeting or earlier is appreciated. [LC1] It is a long-standing practice in Cupertino that any member of the public may pull an item off the Consent Calendar at a Council meeting without any advance notice. I have asked around and found that Sunnyvale, Santa Clara and Fremont have the same practice as Cupertino used to have. Anyone can pull an item off the Consent Agenda without any advanced notice. L15. REPLACE: Remove limit that only 5-person group may combine time 8.5 Public Comment. An opportunity for public comment shall be provided … If a speaker representing five or moretwo up to five members of the public in attendance and wishing to comment on the item but electing not to speak, the speaker may have the combined time of two minutes per member, up to 10 minutes, to address the Council. Consolidation of time among speakers is not otherwise allowed. If a large number of speakers wish to address Council on an item,... L16. ADD: Councilmember yield time to each other 8.8.3 Council Questions and Deliberations. Councilmembers may obtain the floor by seeking recognition from the Mayor. Following presentations to Council on an agenda item. Councilmembers are encouraged to yield any unused speaking time to colleagues who have already used their allotted time. Councilmembers shall each be given five minutes to ask questions of any presenter. The Mayor may allow additional time for questions where appropriate. time for questions where appropriate. … [LC] This was the practice under Mayor Darcy Paul and it builds positive relationship between councilmembers to show the willingness to hear each other out. L17. REPLACE: Encourage meaningful discussion 8.8.3 Council Questions and Deliberations. …. Following public comment, the Mayor may request that a motion be made and seconded. After the motion has been stated to the Council and seconded, any member of the Council has a right to discuss the motion after obtaining the floor. A member who has been recognized shall limit their time to five minutes, but may reserve any portion of their time for further questions or deliberations, as applicable, by advising the Mayor before yielding the floor. The Mayor may allow additional time for deliberations where appropriate. This rule shall displace any conflicting rule in the City's adopted rules of procedure. to encourage meaningful discussion and exchange of ideas. [LC] This was the practice under Mayor Darcy Paul and it builds positive relationship between councilmembers to show the willingness to hear each other out. L18. ADD: Access to Closed session materials 9. Closed Sessions 9.1 A closed session may be held at any regular or special meeting for any purpose authorized by the Brown Act…. 9.2 Any documents referenced or presented during closed sessions shall be shared with councilmembers upon request, and shared in the same manner as other closed session materials for confidentiality. [LC] The City Manager does not have the discretion to decide what materials to share with the councilmembers or not. As long as proper measures are taken to ensure confidentiality as other closed session materials. L18. New Item: 11.1 Info Memos 11. Information Memos 11.1 Information Memos by Staff. Two Councilmembers may request an information memo to be provided on any issue pertain to the City business. The City Manager shall place requests that impose a significant workload on staff on the Council agenda for review by the full Council, along with a statement from that Councilmember as to why the information is needed. L19. New Item: 11.2 Info Memos by Councilmembers 11.2 Information Memos by Councilmembers. Individual Councilmembers may prepare information memos for inclusion in their Council Activity Reports. Through these memos, Councilmembers can share any information they have received—whether from staff or other sources —with their fellow Councilmembers and the public, thereby enhancing transparency and accountability in City operations. The memos shall not include information which is protected by law from disclosure. [LC1]This is a new proposal, which is intended to facility more transparency and accountability. Often each Councilmember pays attention in different areas of the City. One Councilmember may find valuable information that he/she wishes to share with other Councilmembers and members of the public. The current practice is that a Councilmember can only submit a written communication which might be buried with other written communications. Thus, I am proposal a method to improve visibility of such info memos by Councilmembers. I understand that the memos would likely include opinions and information which might be confidential. Thus, the memo would require the City Attorney to review for its suitability for publication. The City Attorney could propose a feasible implementation method, such as the memos must be submitted by a certain date for inclusion in the Councilmember Activity Report. From:Peggy Griffin To:City Council Cc:City Clerk Subject:2025-02-04 City Council Meeting Agenda ITEM 12 - Study Session to Revise City Council Procedure Manual Date:Tuesday, February 4, 2025 3:31:24 PM Attachments:2025-02-04 CC Mtg ITEM 12-Mayor Chaos suggestions.pdf CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe. PLEASE INCLUDE THIS EMAIL AND THE ATTACHMENT AS PART OF WRITTEN COMMUNICATIONS FOR THE ABOVE CITY COUNCIL MEETING AGENDA ITEM. Dear Mayor Chao, Vice Mayor Moore, Councilmembers and Staff, I went through Mayor Chao’s suggested changes in the Written Communications document for the 2-4-2025 City Council Meeting Agenda Item 12 – Study Session to Revise Council Procedure Manual. Her changes were not highlighted and the comments were not visible without scrolling interactively through the Written Communications PDF document. To identify her suggestions, I visually compared her document against Attachment A – Resolution No. 24-024 (Cupertino City Council Procedures Manual).pdf. The attached PDF contains what I found to be her suggestions on changes, additions, corrections and comments. I FULLY SUPPORT ALL THESE REVISIONS and thank Mayor Chao for taking the time to submit them as part of Written Communications. Sincerely, Peggy Griffin 2-4-2025 City Council MeeƟng, Agenda Item 12 Study Session to Revise the City Council Procedure Manual Dear Mayor Chao, Vice Mayor Moore, Councilmembers and Staff, I went through Mayor Chao’s suggested changes in the WriƩen CommunicaƟons document for the 2-4-2025 City Council MeeƟng Agenda Item 12 – Study Session to Revise Council Procedure Manual. Her changes were not highlighted and the comments were not visible without scrolling interacƟvely through the WriƩen CommunicaƟons PDF document. To idenƟfy her suggesƟons, I visually compared her document against AƩachment A – ResoluƟon No. 24-024 (CuperƟno City Council Procedures Manual).pdf. The aƩached PDF contains what I found to be her suggesƟons on changes, addiƟons, correcƟons and comments. I FULLY SUPPORT ALL THESE REVISIONS and thank Mayor Chao for taking the Ɵme to submit them as part of WriƩen CommunicaƟons. Sincerely, Peggy Griffin Mayor Chao’s suggested changes, addiƟons, correcƟons and comments:  CONSIDER A CHANGE to SecƟon 2.1 SelecƟon of Mayor and Vice Mayor  FIX SecƟon 2.2 Removal of Mayor and Vice Mayor o Unfinished sentence at the end  CHANGE SecƟon 4.5 Removal [from City Commissions and CommiƩees]  QUESTION on SecƟon 5.1 AƩendance  ADD to SecƟon 5.3 Regional Bodies o Add to the very end of this secƟon the following sentence (in RED)  COMMENT on SecƟon 5.4 Responses to Public  ADD in SecƟon 6.2 Council/Manager Form of Government o COMMENT ADDED  ADD to the end of SecƟon 6.3 Council-Manager RelaƟons o Add sentence in YELLOW COMMENT FROM MAYOR CHAO regarding above change  CHANGE SecƟon 6.6 Councilmember Access to InformaƟon o CHANGE to allow a Councilmember to file a request of informaƟon  ADD to SecƟon 7.3 Agenda Item DescripƟons o ADD  ADD SecƟon 7.7 WriƩen CommunicaƟon  CHANGE SecƟon 8.4.2 Removing Item from Consent Calendar  ADD 2 sentences to SecƟon 8.8.3 Council QuesƟons and DeliberaƟons to clarify  ADD SecƟon 11. InformaƟonal Memos