Petition 3 - Executive Session Objections.pdf
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CITIZEN PETITION pursuant to Phoenix City Charter, Chapter lV, Sec. 22, requests the City Council to: PROVIDE ANSWERS REGARDING EXECUTIVE SESSION OBJECTIONS Subrnitted by: Jerry Van Gasse 4610 E Via Estrella Phoenix, AZ 85028 (602) 622-3515 board@goodgoat net CONTENTS Summary The petitioner's case: the problem, what the Proposed Me snould adoot it, and the supporting facts Request for Council Action 7 The legal request: a recorded vote of the City Council, within | fifteen days, approving or denying the Proposed Measure exactly as written piapesed Measure sked to vote on. written : a in t Citizen Petition JV-20261021-04 - Presented by Jerry Van Gasse for GOODIGOAT — goodgoat net Page 2 of 10 SUMMARY The Problem State law protects a Councilmember who objects to an Open Meeting Law violation, but only if the objection is on a public record. If the Attorney General sues a member over a Knowing violation, the court may decline to impose a civil penalty on a member who “objected to the action of the public body” where “the objection is noted on a public record” (Fact 4). Inside an executive session, there is no public record. Executive-session minutes and discussions are confidential (Fact 1). People who receive executive-session information may pass it on only through narrow routes (Fact 2). The City’s own executive-session webpage tells readers that discussions “cannot be disclosed to anyone” (Fact 9). That leaves basic questions with no public answer: * How does a member object in the room? * How does the objection reach a public record without revealing confidential substance? * What may the member say afterward? * How does a member review the written minutes of the session, or a recording if one is kept, and seek a correction? No published Phoenix procedure was located for any of these steps. The Council's rules set a procedure for announcing a conflict of interest, but contain no rule about executive sessions (Facts 7-8). What the Proposed Measure Does Directs the City Manager to provide attributable written answers, within thirty days or before the Council votes to approve executive-session dates for 2027, whichever comes first, to six questions, and to place the complete response in the public legislative file for this petition. The questions ask: * how a Councilmember may object during an executive session, and how that objection can be noted on a public record without disclosing confidential substance: * what the member may say publicly afterward: * how amember reviews and seeks correction of executive-session minutes. Citizen Petition JV-20261021-04 - Presented by Jerry Van Gasse for GOODIGOAT goodgoat net Page 3 of 10 SUMMARY Why the Council Should Adopt It State law gives an objection a public-record role, and members need to know how to use it. Section 38-431.07(A) lets a court weigh whether a member's objection “is noted on a public record” (Fact 4). A protection that depends on a public record is worthless if no one can say how a confidential objection gets onto one. Question 2 asks the City to say. Members should not have to guess what they may say. The confidentiality statute has exceptions and a disclosure route “by agreement with the public body” (Facts 1-2). The City’s webpage says, in different sentences, both that discussions “cannot be disclosed to anyone” and that materials, minutes and discussions cannot be disclosed “unless otherwise provided by law” (Fact 9). Question 4 asks the City to state, in general terms, what a member may say publicly about the fact of an objection, nonparticipation or departure, without touching confidential substance. The minutes are the official record of a closed session, and their accuracy cannot rest on an unwritten process. State law requires “written minutes or a recording” of every executive session, and lets the Council include in minutes “other matters as may be deemed appropriate” (Fact 5). Ina challenge, a court may review those minutes (Fact 6). Question 6 asks how a member reviews them and seeks a correction. The Council already has a model for conflicts. Rule 13 tells a member with a potential conflict exactly what to do: declare it and refrain from participating (Fact 8). The Council's rules say nothing comparable about objections in an executive session. The questions are neutral and answerable. Each can be answered with the current procedure, “none” or “the City cannot determine,” with an explanation. They ask about general procedure and position, not about any session, member or past event. The Facts Minutes of and discussions made at executive sessions “shall be kept confidential” except from: » members of the public body; * officers, appointees or employees who were the subject of a discussion under paragraph (A)(1): « the auditor general in connection with an authorized audit: a county attorney or the Attorney General investigating alleged violations. 2. Aperson receiving executive-session information under § 38-431.03 or § 38-431.06 “shall not disclose that information except to the attorney general or county attorney, by agreement with Citizen Petition JV-20261021-04 - Presented by Jerry Van Gasse for GOODIGOAT - goodgoat net Page 4 of 10 SUMMARY the public body or to a court in camera for purposes of enforcing this article.” Such a eieaise ip does Te waive dated privilege, inciuding the attorney-client privilege. Ource: ARS. & 3. The public body “shall instruct persons who are present at the executive session regarding the of this article.” lo rea irersetiks 4. The Attorney General may sue an individual member of a public body for a knowing violation of the Open Meeting Law. The court may impose a civil penalty, which the public body may not pay on the member’s behalf or reimburse. The statute adds: “If the court finds that a person who might otherwise be liable under this subsection objected to the action of the public body and the a a is noted on a public record, the court may choose not to impose a Behl whee on that person.” 5. Every public body must provide for “written minutes or a recording of all their meetings, including executive sessions.” Minutes of executive sessions must include: * the date, time and place; * the members present or absent: * ageneral description of the matters considered: * an accurate description of instructions given under paragraphs (A)(4), (5) and (7); * “and other matters ¢ as may be deemed appropriate by the public body.” Source: ARS. § 38-431.01(C), (D) 6. In an action challenging the validity of an executive session, the court may review the minutes in camera. If it determines that the minutes are relevant and that justice so demands, it may uISeIOgE them to the paltles or admit them in evidence, in whole or in part. RCO ALS. ADO RAB & 33-43 Ana ¢, No rule in the Council's rules of proceedings, City Code § 2-60, refers to executive sessions. None sets a procedure for an objection made during an executive session or for review or correction of exeeuive session mnIEULGE: Source: Phoenix 8. Four of the Council's rules bear on conflicts, abstentions and enforcement: * Rule 13: “[w]hen a member recognizes a potential conflict of interest, the member shall declare the potential conflict and refrain from voting or participating in any manner in the matter.” * Rule 7(i): “[a] failure to vote or a voluntary abstention shall count as an ‘aye’ vote unless excused by an announced conflict of interest.” * Rule 8(d): a member may interrupt a speaking member only “to make a point of order or point of personal privilege.” * Rule 10(a): the rules “shall be enforced by the presiding officer, subject to an appeal to the Coun” Citizen Petition JV-20261021-04 - Presented by Jerry Van Gasse for GOODIGOAT - goodgoat net Page 5 of 10 SUMMARY 9. The City’s City Council Executive Session Agendas webpage states: “All discussions in E- session, or practice for E-session, are confidential and cannot be disclosed to anyone.” The same paragraph states: “Materials, minutes, and discussions utilized during E-session are confidential and cannot be disclosed unless otherwise law.” provided by Source: City of Phoenix culve Session Citizen Petition JV-20261021-04 - Presented by Jerry Van Gasse for GOODIGOAT - goodgoat net Page 6 of 10 REQUEST FOR COUNCIL ACTION Petitioner Jerry Van Gasse Address 4610 E Via Estrella Phoenix, AZ 85028 Phone (602) 622-3515 Email board@goodgoat.net Date presented October 21, 2026 Requested Legal Action For the City of Phoenix Council to vote on the Proposed Measure exactly as _ written, Summary of Proposed Measure Directs the City Manager to provide attributable written answers, within thirty days or before the Council votes to approve executive-session dates for 2027, whichever comes first, to six questions, and to place the complete response in the public legislative file for this petition. The questions ask: * how a Councilmember may object during an executive session, and how that objection can be noted on a public record without disclosing confidential substance; » what the member may say publicly afterward: * how a member reviews and seeks correction of executive-session minutes. Council Action Required Phoenix City Charter, Chapter IV, Section 22 provides that a written petition presented to the Council at a regular meeting shall be acted upon by the Council in the regular course of business, within fifteen (15) days. Section 8 provides that the Council shall act only by resolution, ordinance, franchise, or formal recorded action. The Proposed Measure is a formal recorded action. Acting upon this petition requires that vote, as its own Formal Agenda item, with this Request and the Proposed Measure attached. Any change in the substance of the Proposed Measure, in whole or in part, makes it a different measure from the one proposed by the petitioner, and a vote on it is not action on this petition. Referral, a staff report, a General Information Packet entry, continuation, answers to some or all questions, or a consolidated vote also does not act upon this petition. Citizen Petition JV-20261021-04 - Presented by Jerry Van Gasse for GOODIGOAT - goodgoat.net Page 7 of 10 EO MEASURE Executive-Session Objections and Correction of the Record (Formal Action) SECTION 1. Council Direction and Deadline The City Council directs the City Manager to provide the attributable written answers specified below. The complete response shall be placed in the public legislative file for Citizen Petition JV-20261021-04 no later than the earlier of (a) thirty (30) days after the Council adopts this Proposed Measure, or (b) the time the Council votes on any item approving, calling, or scheduling executive sessions for calendar year 2027, SECTION 2. Required Written Answers The City Manager shall assign each question to the official or employee with direct knowledge, responsibility, or subject-matter competence. The assigned person shall answer each numbered question and each labeled subpart separately and completely. |. Describe the procedure that currently permits a Councilmember to object when the member believes an executive-session discussion exceeds the noticed subject. Include to whom the objection is made, what the member may say, how the objection is acknowledged, and what record is created. 1(a). Describe the procedure that currently permits a Councilmember to object when the member believes an executive-session discussion exceeds the invoked statutory exemption. Include to whom the objection is made, what the member may say, how the objection is acknowledged, and what record is created. 2. How may a member cause an objection arising during a confidential executive session to be “noted on a public record” for purposes of A.R.S. § 38-431.07(A)? 2(a). How may the member do so without unlawfully disclosing confidential executive-session substance? 3. May a Councilmember presently submit a contemporaneous confidential written objection concerning an executive session? 3(a). If so, describe the complete process, including to whom and in what form it is submitted, the governing authority, how receipt is acknowledged, where and how it is preserved, who may access it, and how it is reflected in the official record. 3(b). If not, identify the authority Phoenix believes precludes it. 4. After the Council returns to open session, may a member state publicly, without revealing confidential substance, that the member objected to some or all of the executive-session discussion? 4(a). May the member state publicly that the member ceased participating? 4(b). May the member state publicly that the member left the executive session? 4(c). Describe any limitations on those public statements, including any material wording or circumstance and what the member may and may not say. Oat Describe Phoenix’s current general legal position on the conduct of a Councilmember after the member objects that an executive-session discussion exceeds the noticed subject. Address stopping Citizen Petition JV-20261021-04 - Presented by Jerry Van Gasse for GOOD|GOAT - goodgoat.net Page 8 of 10 PROPOSED MEASURE participation, requesting a ruling, abstaining, leaving, otherwise preserving the objection, continued physical presence, and how any departure should be recorded. 5(a). Describe Phoenix’s current general legal position on the conduct of a Councilmember after the member objects that an executive-session discussion exceeds the invoked statutory exemption. Address stopping participation, requesting a ruling, abstaining, leaving, otherwise preserving the objection, continued physical presence, and how any departure should be recorded. The requested response to Question 5 and its subparts is a statement of the City’s general position, not personal legal advice or an adjudication of individual liability. 6. Describe the procedure that allows a participating Councilmember to review draft executive- session minutes. 6(a). Describe the procedure that allows the member to challenge draft executive-session minutes. 6(b). Describe the procedure that allows the member to review approved executive-session minutes. 6(c). Describe the procedure that allows the member to challenge approved executive-session minutes. 6(d). For each procedure, address claimed omissions or misstatements concerning a discussion, instruction, attendance fact, objection, nonparticipation, or departure. Describe how a proposed correction is preserved, who decides whether it is accepted, and the process governing that decision. State expressly if the procedures do not differ between draft and approved minutes. SECTION 3. Written-Answer Standards 1, Reproduce each numbered question and labeled subpart unchanged immediately before its separate answer. Identify the person answering, that person’s title and department, and whether the answer is based on direct knowledge, identified records, identified legal authority, or another stated source. When a question asks for a yes-or-no answer, begin with “yes,” “no,” or “the City cannot determine,” before providing any explanation. When a question asks for the City’s position, interpretation, policy, or practice, state it expressly and identify the supporting authority, records, written policies, and materially contrary authority considered. State expressly if no City position, written policy, or uniform practice exists. Distinguish an existing fact, current practice, written policy, legal position, and proposed future action. Do not present one as another. 6. If the City cannot answer a question, state that expressly, identify the information needed to answer it, identify the person or entity believed to possess that information, and describe the steps taken to obtain it. If the City contends that any part of an answer cannot lawfully be disclosed, answer every reasonably separable part and identify the specific legal authority asserted for not answering the remainder without disclosing protected information. A response to a rephrased or different question does not answer the submitted question. SECTION 4. Public Response Package The City Manager shall place the following in the public legislative file for Citizen Petition JV-20261021-04: Citizen Petition JV-20261021-04 - Presented by Jerry Van Gasse for GOODIGOAT goodgoat net! Page 9 of 10 PROPOSED MEASURE The complete written answers; 2. A response index matching every numbered question and every labeled subpart to its separate answer or expressly stated inability to answer; and 3. A specific citation to each record, legal authority, or written policy relied upon, including a direct, stable public link when one is available. SECTION 5. Scope This Proposed Measure directs written answers. It does not submit or incorporate a public-records request and does not require production of cited records. Any public-records request concerning the subject remains a separate request with an independent receipt date, scope, process, and legal effect. SECTION 6. Continuing Responsibility The City Manager remains responsible for the completeness and timely placement of the response package notwithstanding assignment of individual questions to another official, employee, department, or contractor. Citizen Petition JV-20261021-04 - Presented by Jerry Van Gasse for GOODIGOAT - goodgoat.net Page 10 of 10