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Item # 23
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
September 19, 2023
TOPIC: Councilmember-Requested Item Policy
AGENDA TITLE
Councilmember-Requested Item Policy
RECOMMENDED ACTION
Adopt a resolution approving the City Council Policy Regarding Councilmember-
Requested Items.
DISCUSSION
Background
At the August 16, 2022 meeting, Councilmember Phan added the following
councilmember requested item: Discuss and Consider Directing Staff to Implement a
Process that Will Allow the City Council to More Efficiently and Effectively Present
Councilmember Requested Items on the Agenda. There was consensus among the City
Council to proceed with this item. At the March 21, 2023 meeting, staff presented an
informational report to the City Council with a draft City Council Policy Regarding
Councilmember-Requested Items. Members of the City Council discussed making
minor changes to the draft policy, all of which have been incorporated to the final policy
(Exhibit 2).
City Council Legislative Authority and City Council Meeting Agendas
As the legislative body of the City of Santa Ana, the City Council’s role is to legislate—or
to set policy. The City Council is empowered to enact local laws, approve programs,
appropriate funds, establish local taxes, and approve other local government actions
through its legislative authority. This function is primarily carried out through City
Council action at regularly scheduled City Council meetings. City Council meetings are
guided by an agenda, which consists of items relating to the City of Santa Ana local
government. Matters of policy are ordinarily determined by a majority vote of the City
Council on each agenda item. In some cases, a two-thirds vote of the City Council is
required (e.g. for appropriation adjustments). Under the Council-Manager form of
government, under the leadership of the City Council, the City Manager sets the agenda
and the City Clerk prepares the agenda.
Councilmember-Requested Item Policy
September 19, 2023
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Councilmember-Requested Items
Section 411 of the Santa Ana City Charter states, in part, that “any member of the City
Council may place items on the City Council agenda to be considered by the City
Council.” Councilmember-requested items are discussion items only; the City Council
does not take any action. Councilmember-requested items may include any issue within
the City Council’s jurisdiction, such as requests for policy research, drafting resolutions
and ordinances, and providing direction to City staff relating to the implementation
and/or evaluation of a policy.
The City Council Handbook, which is prepared annually by the City Manager’s Office
and City Clerk’s Office, provides administrative guidance on certain procedures relating
to the City Council, including councilmember-requested items. Regarding
councilmember-requested items, the current edition of the City Council Handbook states
the following:
COUNCIL AGENDA ITEM
Any member of the City Council may place items on the agenda that are
staff directives or policy changes. They are listed on the agenda
pursuant to Charter § 411. Items may be added by emailing the Clerk of
the Council and City Manager.
The “Council Agenda Item” provision of the City Council Handbook is the only written
guidance that exists relating to councilmember-requested items.
At the August 16, 2022 meeting, members of the City Council discussed the creation of
a policy to provide guidance to the City Council, with the goal of presenting
councilmember-requested items to facilitate efficient and effective discussion among the
members of the City Council. Specifically, the City Council discussed the creation of a
policy that might include the following elements:
•Each councilmember-requested item is accompanied by a written report that
outlines the following:
o Topic: Use plain language to describe the topic of the report.
o Subject: Describe the action and subject of the report.
o Councilmember-Requested Item Title: Describe the action you are
requesting, which relates to the topic of the report.
o Discussion: Provide a brief chronology of the item. Identify issues. If there
is a provision of law, rule, policy, and/or previous City Council action
related to this item, note it in this section. Provide a brief explanation of the
item, focusing on data collection, analysis, and evaluation.
•Prior to the report being published as part of the City Council meeting agenda,
the councilmember informs the City Manager, City Clerk, and City Attorney of the
councilmember-requested item.
•Once the report is written and after the councilmember informed the City
Manager, City Clerk, and City Attorney, the councilmember submits the report to
the City Manager’s Office and City Clerk’s Office to be added to an upcoming
Councilmember-Requested Item Policy
September 19, 2023
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City Council meeting agenda. The report must be submitted by the established
due dates to ensure compliance with the City’s Sunshine Ordinance (see Sec. 2-
150 of the Santa Ana Municipal Code).
Currently, there is no policy approved by the City Council relating to placing
councilmember-requested items on the agenda.
Proposed City Council Policy Regarding Councilmember-Requested Items
Based off input provided by members of the City Council at their meetings on August
16, 2022 and March 21, 2023, staff has prepared the attached City Council Policy
Regarding Councilmember-Requested Items (Exhibit 2). Staff recommends that the City
Council adopt a resolution (Exhibit 1) approving the City Council Policy Regarding
Councilmember-Requested Items as presented.
EXHIBIT(S)
1. Resolution
2. City Council Policy Regarding Councilmember-Requested Items
Submitted By: Kristine Ridge, City Manager
Approved By: Kristine Ridge, City Manager
Resolution No. 2023-XXX
Page 1 of 2
RESOLUTION NO. 2023-XXX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
SANTA ANA APPROVING THE CITY COUNCIL POLICY
REGARDING COUNCILMEMBER-REQUESTED ITEMS
WHEREAS, at the August 16, 2022 meeting, Councilmember Phan added the following
councilmember-requested item: Discuss and Consider Directing Staff to Implement a
Process that Will Allow the City Council to More Efficiently and Effectively Present
Councilmember Requested Items on the Agenda. There was consensus among the City
Council to proceed with this agenda item; and
WHEREAS, at the March 21, 2023 meeting, staff presented an informational report to
the City Council with a draft Councilmember-Requested Item Policy. The policy provided
that councilmembers prepare a written report for each councilmember-requested item
template, inform the City Manager, City Clerk, and City Attorney, and submit the written
report to coincide with deadlines for publishing City Council meeting agendas; and
WHEREAS, members of the City Council discussed revising the draft Councilmember-
Requested Item Policy as discussed at the March 21, 2023 meeting; and
WHEREAS, to provide step-by-step guidance to members of the City Council regarding
submitting councilmember-requested items for discussion at City Council meetings, staff
has prepared a final Councilmember-Requested Item Policy.
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF SANTA ANA AS
FOLLOWS:
Section 1. The City Council approves the City Council Policy Regarding
Councilmember-Requested Items, attached hereto as Exhibit 1 and incorporated herein.
Section 2. This resolution shall take effect immediately upon its adoption by the
City Council, and the City Clerk shall attest to and certify the vote adopting this Resolution.
ADOPTED this ___ day of September, 2023.
________________________________
Valerie Amezcua
Mayor
Resolution No. 2023-XXX
Page 2 of 2
APPROVED AS TO FORM:
Sonia R. Carvalho, City Attorney
By: ____________________________
AYES Councilmembers
NOES: Councilmembers
ABSTAIN: Councilmembers
NOT PRESENT: Councilmembers
CERTIFICATE OF ATTESTATION AND ORIGINALITY
I, Jennifer L. Hall, City Clerk, do hereby attest to and certify the attached Resolution No
2023-XXX to be the original resolution adopted by the City Council of the City of Santa
Ana on ____________, 2023.
Date _______________ ______________________________
City Clerk
City of Santa Ana
City of Santa Ana
Administrative
Policies and Procedures
City Council Adoption Date:
September 19, 2023
City Council Policy Regarding
Councilmember-Requested Items
PURPOSE
Provide guidance to the members of the City Council (“councilmembers”) for presenting
councilmember-requested items for discussion at City Council meetings to facilitate
efficient and effective policy discussion.
POLICY
The City Manager and City Clerk shall publish a councilmember-requested item in
accordance with the City of Santa Ana’s Sunshine Ordinance (Santa Ana Municipal
Code Section 2-150) and in accordance with the procedures below. The
councilmember-requested item shall include a written description that is sufficient to
apprise interested persons of the subject matter of the discussion to be conducted.
PROCEDURES
In accordance with Chapter 9, Part 1 of Division 2 of Title 5 of the California
Government Code beginning with Section 54950 (the Ralph M. “Brown Act”), Santa Ana
City Charter Section 411 (“Rules and Procedures”), City Council Resolution 2023-047
(“A Resolution of the City Council of the City of Santa Ana Amending the City Council
Rules and Procedures to Change the Time of Regular Meetings, Update the Rules of
Procedure, Clarify Decorum Regulations, and Repealing Resolution No. 2013-019”),
and all other applicable laws and regulations, councilmembers may add a
councilmember-requested item to a City Council meeting agenda by completing the
following procedures:
1. The councilmember prepares a written report that outlines the following:
A. Date: Specify the City Council meeting date in which you would like to
discuss the report.
B. Topic: Use plain language to describe the topic of the report.
C. Councilmember-Requested Item Title: Describe the action you are
requesting, which relates to the topic of the report.
D. Discussion: Provide a brief chronology of the item. Identify issues. If
there is a provision of law, rule, policy, and/or previous City Council action
related to this item, note it in this section. Provide a brief explanation of the
item, focusing on data collection, analysis, and evaluation.
E. Submitted By: Add your name to your report.
City Council Policy Regarding Councilmember-Requested Items
Page 2
F.Exhibit(s): If you are including supplemental documents to your report, list
them here.
2.The councilmember informs the City Manager, City Clerk, and City Attorney in
writing to notify them of the councilmember-requested item.
A.The written communication from the councilmember to the City Manager,
City Clerk, and City Attorney shall include the report as described in
Section 1 of this section.
B.The councilmember shall inform the City Manager, City Clerk, and City
Attorney by no later than five hours prior to the time of publishing of the
City Council meeting agenda for the City Council meeting in which the
councilmember-requested item is to be discussed.
3.Once the report is written and after the councilmember has informed the City
Manager, City Clerk, and City Attorney in writing, the councilmember submits the
final version of their report to the City Manager’s Office and City Clerk’s Office to
be added to an upcoming City Council meeting agenda.
A.The Councilmember shall use the Councilmember-Requested Item Policy
template, attached to this policy as Attachment 1.
B.The report shall be submitted for publishing by no later than five hours
prior to the time of publishing of the City Council meeting agenda for the
City Council meeting in which the councilmember-requested item is to be
discussed.
C.The report shall be published in accordance with the established due
dates to ensure compliance with the City’s Sunshine Ordinance (see Sec.
2-150 of the Santa Ana Municipal Code).
City Council Policy Regarding Councilmember-Requested Items
Attachment A
CITY ATTORNEY
Sonia R. Carvalho
CITY MANAGER
Kristine Ridge
CLERK OF THE COUNCIL
Jennifer L. Hall
20 CIVIC CENTER PLAZA - P.O. BOX 1988, M31 - SANTA ANA, CALIFORNIA 92702
TELEPHONE (714) 647-6900 - FAX (714) 647-6954 - www.santa-ana.org
Councilmember-Requested Item Report
D ATE
[month], [day], [year]
TOPIC
[Use plain language to describe the topic of the report.]
COUNCILMEMBER-REQUESTED ITEM TITLE
[Describe the action you are requesting, which relates to the topic of the report.]
DISCUSSION
[Provide a brief chronology of the item. Identify issues. If there is a provision of law, rule,
policy, and/or previous City Council action related to this item, note it in this section.]
[Provide a brief explanation of the item, focusing on data collection, analysis, and
evaluation.]
SUBMITTED BY
[councilmember name]
EXHIBIT(S)
[If you are including supplemental documents to your report, list them here.]