HomeMy WebLinkAboutStaff Report 2309-20553. City Council Referral to Discuss and Recommend City Council Procedures and Protocols on: Censure
and Interna�onal Travel Sec�ons (Follow Up Discussion)
Policy & Services Committee
Staff Report
From: Chantal Gaines, Deputy City Manager
Meeting Date: October 10, 2023
Report #: 2309-2055
TITLE
City Council Referral to Discuss and Recommend City Council Procedures and Protocols on:
Censure and International Travel Sections (Follow Up Discussion)
RECOMMENDATION
Staff recommends that the Policy and Services Committee discuss the referral from
the City Council related to Censure Policy and International Travel Policy make a
recommendation to the City Council for inclusion in the City Council Procedures and
Protocols Handbook.
BACKGROUND
The City Council discussed the City Council Procedures and Protocols Handbook on January 30
and March 20, 2023 and adopted the most recent version on April 24, 2023. The City Council
referred a few discussion topics to the Policy and Services Committee during these discussions.
The Committee has made progress on these referrals and the progress is included in
parentheses next to the referrals listed below:
1. Procedures Section 1.1: Annual Organization of City Council (P&S discussed on May 9,
2023 and requested staff to bring this to City Council in the 4th quarter for City Council
to evaluate whether a ballot measure should be placed before the voters).
2. Procedures Section 5.1a(4): Video Participation for Public Comment. Staff noted that
this would be studied and, if found feasible, it would just be implemented instead of it
being a discussion at Committee. This exploration language was included in the April
24th Adopted Handbook in this section. Staff has begun exploring feasibility.
3. Procedures Section 8.2: Censure language was referred to committee for review
(discussion on August 8, 2023; item requested to return to committee; draft language
included in this October 2023 report).
4. Protocols Section 2.2: Refrain from Lobbying Board and Commission Members. (P&S
discussed this with Board/Commission Chairs on June 13, 2023 and recommended
language for Council consideration).
5. Protocols Section 2.8: The Role of Council Liaison to Boards or Commissions. (P&S
discussed this with Board/Commission Chairs on June 13, 2023 and recommended
language for Council consideration).
6. Protocols Section 4: International Travel (Committee discussed on April 26, 2023; draft
language included in this October 2023 report).
7. Protocols Section 4.1: Miscellaneous Expenditures. Council referral for the committee to
discuss the establishment of appropriate parameters for Council discretionary
expenditures and whether to allocate $2,000 annually from the Council contingency
fund for each Council member to decide its purpose. (this referral will come to
Committee in November).
These topics have been scheduled to Committee throughout the year to balance workload. The
topics highlighted for Committee discussion at the October 10, 2023 meeting are the Censure
Policy Draft Language and the International Travel Policy Draft language. Both topics have been
previously discussed as noted above. The actions taken by committee in the prior discussions
were as follows:
Censure: The Committee discussed the draft censure policy at the August 8 meeting and asked
the City Attorney to return with an updated policy that reflected the dialogue and also included
links to any other communities that were reviewed as example censure policies.
International Travel: The motion and action minutes from the April 26, 2023 Policy and Services
Committee on this topic are as follows:
ANALYSIS
Attached are two draft policies for review by the Committee to recommend to the full City
Council.
Censure: The updated draft Censure Policy is included as Attachment A. Other examples
referred to for this update are as follows:
1. Milpitas censure policy -
https://www.milpitas.gov/DocumentCenter/View/196/Censure-Policy-PDF?bidId=
2. Oakland censure policy 2023 (begins on p. 24) -
https://www.oaklandcityattorney.org/wp-content/city-council/89588%20CMS.pdf
3. San Jose censure policy -
https://www.sanjoseca.gov/home/showpublisheddocument/12907/636670004976970
000
4. Santa Clara censure policy -
https://www.santaclaraca.gov/home/showpublisheddocument/57775/6366207653881
00000
International Travel:
The updated international and domestic travel policy related to Sister Cities, Sibling City, and
other travel abroad is included as Attachment B.
FISCAL/RESOURCE IMPACT
The international travel policy could have a budget impact of up to $40,000 if that remains as
part of the recommendation to the full City Council. This amount would be included as a budget
item for the FY 2025 budget if approved by the full City Council.
In the FY 2024 Adopted Budget, the City Council included a City Council Travel, Meetings, In-
person Conferences, and Events budget of $35,000. The Adopted Budget also includes the City
Council Contingency at an annual appropriation of $125,000. As currently discussed by the
Policy and Services Committee, the proposed $40,000 would be in addition to these existing
allocations in future fiscal years. However, the Committee could also update the
recommendation to be budget neutral with a realignment of these appropriated funds in FY
2025.
ATTACHMENTS
Attachment A: Updated Censure Policy Draft
Attachment B: Updated International Travel Policy Draft
Draft: City Council Protocols and Procedures Handbook Section 8.2 Enforcement
Draft Language for Review:
City Council Procedures and Protocols Handbook
New Section 8.3 Procedures for Enforcement
SECTION 8 - PROCEDURES AND PROTOCOLS REVIEW AND ENFORCEMENT
8.1. Commit to Annual Review and Update of the Handbook of Important Procedural Issues
Once each legislative year, the Policy and Services Committee shall initiate a review and update of the
Procedures and Protocols Handbook, and may make recommendations to Council. Council will review
the Procedures and Protocols Handbook and the recommendations of Policy and Services and approve
updates as appropriate.
The Council will not politicize these procedural issues.
8.2. Commitment to Follow the Procedures and Protocols Handbook
Councilmembers have the primary responsibility to assure that these procedures and protocols are
understood and followed, so that the public can continue to have full confidence in the integrity of
government. As an expression of the standards of conduct expected by the Council for Councilmembers,
the procedures and protocols are intended to be self-enforcing. They are most effective when members
are thoroughly familiar with them and embrace their provisions. For this reason, Councilmembers
entering office shall sign a statement affirming they have read and understood the Council procedures
and protocols. In addition, the protocols shall be annually reviewed by the Policy and Services
Committee and updated as necessary.
8.3 Procedures for Enforcement
When a concern arises regarding another Councilmember’s conduct, the concerned Councilmember or
members are encouraged, where possible, to raise and attempt to resolve the concern at the lowest
possible level, such as through one-on-one direct conversations (consistent with the Brown Act) or
through the Mayor.
Under circumstances where Councilmembers believe that actions by another Councilmember are
inconsistent with this Handbook and require formal review and potentially action, a public discussion
and potential disciplinary action are available steps for review and enforcement. The following
enforcement procedures are intended for serious or ongoing concerns that are not amenable to
resolution through informal means.
(a) Purpose. This policy provides the mechanism by which the City Council may adopt a
resolution of censure or take other disciplinary action expressing the Council's
disapproval of the conduct of a Council member if the Council finds, subject to the
procedures set forth herein, that a Council member's conduct violates federal, state or
local law, this Handbook, or any other document adopted by the Council.
Draft: City Council Protocols and Procedures Handbook Section 8.2 Enforcement
(b) Definitions. This section refers to the following types of disciplinary actions:
(1) Admonition. An admonition is a warning or reminder. Council may direct an
admonition to any or all members of the City Council, reminding them that a
particular type of behavior is in violation of law or City policy, and that if it occurs
or recurs, could make a member subject to a reprimand or censure. An
admonition may be issued by the City Council prior to a formal investigation or
any findings of fact regarding allegations. An admonition does not necessarily
require an investigation or separate hearings to determine whether an allegation
is true. In general, however, Council will provide its members with an
opportunity to respond to before taking any action, including issuing an
admonition.
(2) Informal Reprimand and Direction to Correct. An informal reprimand is a
reprimand directed to a Councilmember or members based on a particular
action or set of actions that the Council determines violates law or City policy but
is considered to be not sufficiently serious to require formal censure. The Council
may include direction to the subject Councilmember or members to correct the
result of the particular behavior that violated law or City policy.
(3) Resolution of Censure. Censure is a formal statement of disapproval expressed
through a resolution. Censure is the strongest sanction available to Council, and
is typically reserved for serious or recurring conduct, such as conduct that has
substantially disrupted Council’s work, brought approbation on the City, or
damaged public trust in City government. A resolution of censure may include
the imposition of sanctions against the Councilm ember, as allowed by law. Such
sanctions may include removal from a committee or restrictions on City-related
travel privileges.
(c) Procedures. The following procedures are intended to guide Council to reach accurate and
appropriate conclusions in an expeditious manner, while providing fairness and transparency
for all Councilmembers and the public. Council will endeavor to adhere to these procedures,
except where extraordinary circumstances require alternative steps be taken. In all cases, an
opportunity to be heard will be afforded to any Councilmember who may be subject to
discipline.
(4)(1) Should two or more Councilmembers believe that actions by a Councilmember are
inconsistent with federal, state or local law, this Handbook, or any other document
adopted by the Council, those Councilmembers may use a Colleagues Memo to
schedule public discussion of the matter at an upcoming City Council meeting. A
Colleagues Memo may initiate a discussion of Councilmember conduct and Council
expectations, may propose that Council protocols be clarified or a new protocol be
included in this Handbook, or may propose initiation of disciplinary action. Proposed
disciplinary actions may include admonition, informal reprimand, direction to correct,
or censure.
Draft: City Council Protocols and Procedures Handbook Section 8.2 Enforcement
(5)(2) If a Colleagues Memo proposes censure or other discipline of a Councilmember, the
Memo must contain the specific charges on which the proposed discipline is based.
Completed Council Colleagues Memos shall be provided to the City Clerk’s staff by
noon on the Thursday 11 days prior to the Council meeting that the memo is
intended to be agendized, to provide time for the City Clerk to process for the
Council packet. The City Clerk will deliver provide a copy of the Colleagues Memo to
the Councilmember who is the subject of the memo no later than the Thursday 11
days prior to the meeting at which the memo is agendized.
(6)(3) The Councilmember who is the subject of the proposed disciplinary action may
address the matter in writing or at the Council meeting or both. If the
Councilmember submits written materials, those must be published in a
supplemental packet, no later than 72 hours before the meeting.
(7)(4) During the Council meeting at which the Colleagues Memo is agendized, the Council
will decide, by majority vote, whether:
(i) A formal disciplinary hearing should be agendized for a future
City Council meeting;
(ii) Further investigation of the allegations is required;
(iii) Further investigation is not warranted and an admonition should
be issued;
(iv) Council’s procedures and protocols should be clarified or a new
procedure or protocol should be introduced; or
(v) No further action is necessary.
(8)(5) If the Council determines that further investigation is required, the Mayor (or the
Vice Mayor if the Mayor is the subject of the proposed disciplinary action) may
designate an ad hoc committee to conduct the investigation. The Council or the ad
hoc committee may select an independent investigator to assist in conducting the
investigation. The independent investigator would be managed by the ad hoc
committee or other individual official designated by Council to conduct the
investigation. The Committee ad hoc committee shall conduct anreview the findings
of the investigation and arrive at a recommendation regarding the request and
report its conclusions, findings and a summary of its proceedings to the Council at its
earliest opportunity. to Council. The ad hoc committee should proceed as promptly
as reasonably possible.
(9)(6) Upon receipt of the report of the ad hoc committee, the City Clerk shall place the
matter on the Council's next agenda in order for the Council to receive the
committee report and determine whether a censure hearing is
warrantedappropriate next steps. If the Council decides to set the matter for
censure hearing, it shall schedule the hearing as soon as possible but no sooner
than three weeks after its determination to hear the matter. Council shall give
due consideration to requests from the subject Councilmember for additional
time to prepare. The Council shall not schedule the matter during any previously
Draft: City Council Protocols and Procedures Handbook Section 8.2 Enforcement
scheduled excused absence of the subject Councilmember.
(10)(7) The Mayor (or the Vice Mayor if the Mayor is the subject of the proposed disciplinary
action) will designate a Councilmember responsible for preparing and submitting to
the City Clerk a censure resolution and supporting materials. Final materials shall be
submitted to the Clerk by noon on the Thursday 11 days prior to the Council meeting
that the hearing is intended to be agendized, to provide time for the City Clerk to
process the materials for the Council packet. The Councilmember assigned to
prepare the materials will submit the draft resolution and supporting materials to
the City Attorney’s Office no later than the Thursday 18 days before the hearing, to
give the City Attorney’s Office adequate time to review the materials before
publication. The City Clerk shall deliver written notice of the hearing , along with
the report, proposed resolution, and supporting materials, to the
Councilmember subject to the censure by close of business on the Thursday 11
days prior to the Council meeting for which the hearing is agendized.
(11)(8) The Councilmember who is the subject of the proposed disciplinary action may
address the matter in writing or at the hearing or both. If the Councilmember
submits written materials, those must be submitted in time to be published in a
supplemental packet no later than 72 hours before the hearing.
(12)(9) At the disciplinary hearing, the Councilmember who is the subject of the request
for disciplinary action shall have the opportunity to rebut the allegations in the
censure resolution and to question any known accusers if they agree to be
questioned. The member subject to the charges may be represented and may have
the representative speak or ask questions on their behalf. The questioning or cross-
questioning of witness may be reasonably limited by the Mayor (or Vice Mayor if
the Mayor is the subject of the proposed disciplinary action). Testimony shall be
taken only from witnesses having direct knowledge of facts or circumstances
relevant to the specific charges under consideration. However, the rules of
evidence and judicial procedure applicable in courts of law shall not be apply to
this hearing, and the procedures shall be generally informal.
(b)(d) Disciplinary Action. If, at the close of the hearing, a majority of the City Council finds by a
two-thirds vote that the subject member's conduct violates federal, state or local law,
this Handbook, or any other document adopted by the Council , the Council may take one
or more of the following actions:
(1) Issue an Admonition. An admonition may be directed to any or all members of
the City Council, reminding them that a particular type of behavior is in violation
of law or City policy.
(2) Issue an Informal Reprimand with possible Direction to Correct. An informal
reprimand may be issued to a Councilmember or members based on a particular
action or set of actions that the Council determines violates law or City policy but
is considered to be not sufficiently serious to require formal censure. The Council
may include direction to the subject Councilmember or members to correct the
result of the particular behavior that violated law or City policy.
Draft: City Council Protocols and Procedures Handbook Section 8.2 Enforcement
(2) Informal Reprimand. The reprimand should be directed to the subject member
of the City Council based on a particular action (or set of actions) that is
determined to be in violation of law or City policy, but is considered by the
Council to be not sufficiently serious to require formal censure.
(3) Adopt a Formal Resolution of Censure, with or without additional sanctions. The
City Council may, by a majority vote, adopt a resolution of censure based on
clear and convincing facts supporting the allegations of misconduct giving rise to
the censure. A resolution of censure may include the imposition of sanctions
against the Councilmember as a majority of the City Council deems appropriate,
as allowed by law. Such sanctions may include removal from a committee and
restrictions on City-related travel privileges.
Draft International Travel Policy for Protocols Section 4.3:
(Draft for Policy and Services Committee Discussion at October Committee Meeting)
For context, here is the existing language about Council member and Board/Commission travel. There is
reference to the citywide travel policy and then the paragraph below with items unique to the City Council,
Boards, and Commissions. Existing language in Protocols Section 4.3:
4.3 Council and Boards and Commission Travel Policy
Council member travel expenses and reimbursements will adhere to the Citywide Travel
Arrangements and Expense Reimbursement Policy (Administrative Policy 1-02/ASD)
This policy is set by the City Council and applies to Council members and to Board and
Commissions members. In reimbursing travel and miscellaneous expenses, a municipal purpose
requiring the expenditure of public funds must be in evidence; also, in accordance with the
Charter and Municipal Code, such expenditures must be from authorized appropriations. Council
members are limited to six (6) times per year for travel reimbursements, subject to budget
availability. Council member travel will be approved by the Mayor.
The additional language proposed based on Policy and Services Committee prior discussion on
international travel would be the following (highlighted text are the clauses previously recommended by
Policy and Services Committee in April 2023):
Travel Related to Sister Cities, Sibling City, or shared interests with another city abroad
Given the City’s relationship with many Sister Cities and a Sibling City, there may be a need to
send a Palo Alto delegation to another city abroad or within the United States related to Sister
Cities, Sibling City, or shared interests between Palo Alto and another city abroad. The following
will apply when a Council member travels abroad or domestically on behalf of the City as part of
Sister City, Sibling City, or shared interests efforts. Note, such a trip would count towards the six
(6) total tips cap described above.
The proposed travel must include an approved Pre-Travel Authorization Request for travel that
explains how the travel will advance the City's interests or policy/Council objectives and a
consideration of cost/value relationship of the trip. The request should also explain why virtual
attendance is not effective in that circumstance. The Council will be reasonable for ensuring that
visits to any one city will be reasonably spaced apart. The Pre-Travel Authorization Request will
be approved by the Mayor. If the Mayor is the requested traveler, the request will be approved
by _______________.
Funding
Annually, the total amount the City Council will budget for international and domestic travel
related to Sister Cities, Sibling City, or shared interests between Palo Alto and another city abroad
will be capped at $40,000. This funding will be distributed equitably amongst Council Members
who meet the guidelines above and express an interest to travel.