Petition 7 - Executive Session Governance.pdf
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CITIZEN PETITION pursuant to Phoenix City Charter, Chapter IV, Sec. 22, requests the City Council to: PROVIDE ANSWERS REGARDING EXECUTIVE SESSION GOVERNANCE Submitted by: Jerry Van Gasse 4610 E Via Estrella Phoenix, AZ 85028 (602) 622-3515 board@goodgoat.net unc equest: a recorded vote of the Council city , approving or Measure Proposed The exact measure the Council is asked Reka to t vote on. w: Citizen Petition JV-20251021-01 Presented by Jerry Van Gasse for GOODIGOAT goodgoat net Page 2 of 8 SUMMARY The Problem An executive session is the one part of a City Council meeting the public cannot attend. What the public can see is the posted notice: a date, a list of items and the paragraph of state law cited for each item. How an item gets onto that list is not described in any published City rule. Phoenix’s written Council rules, City Code § 2-60, say who may place items ona formal meeting agenda and on a policy session agenda. They say nothing about executive-session agendas. The Council's yearly executive-session item, submitted by the City Manager and the Law Department, approves a list of dates. It cites § 38-431.03(A) generally but names no subjects and no specific paragraph. The subjects, and the paragraph cited for each, appear later, in notices prepared after the dates are set. By then no vote remains to be taken. So neither residents nor newly seated Councilmembers can tell from the public record: * who may ask for an executive-session item: * who reviews it: * who chooses the legal exemption that closes the door: * whether any of this is written down; * what training covers it. 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 about how City Council executive-session items are initiated, documented, reviewed, approved and assigned a statutory exemption, what written instruments govern that process, and what training covers it, and to place the complete response in the public legislative file for this petition. Citizen Petition JV-20261021-01 Presented by Jerry Van Gasse for GOOD/GOAT - goodgoat net Page 3 of 8 SUMMARY Why the Council Should Adopt It » The Council's own rules stop at the executive-session door. Rules 2(c), 3 and 4(a) say who may place items on formal and policy agendas (Fact 2). No published rule covers executive sessions (Fact 1). Whatever the practice is, it is not written where the Council and the public can read it. The real decision is made when each notice is prepared. The Council's yearly vote approves dates with no subjects (Facts 3—4). What will be discussed behind closed doors, and under which exemption, is decided later. when each notice is drafted (Fact 5). The Council and residents are entitled to know who initiates. reviews and words those items, and who selects the cited exemption. The process can be described without disclosing legal advice. The questions ask who does what, when and under what written rule. They do not ask for the content of any legal advice. « The questions are neutral and answerable. Each allows “none,” “no documented decision” or “the City cannot determine,” with an explanation. The petition assumes no wrongdoing and changes no procedure. Apart from the answers themselves, it requires no new record. Training is part of governance. State law requires new members to review the Attorney General's Open Meeting Law materials before taking office (Fact 8). Recent notices list an “Open Meeting Law and Council Rules of Procedures Overview’ as a closed-session item (Fact 6). Question 6 asks what training exists, for whom and on which subjects. The Facts 1. Phoenix City Code § 2-60, the Rules of Council Proceedings, contains no rule that refers to executive sessions. Rule 12 requires the Council to hold all meetings and conduct ail busin ess in pamela with me Arizona Open Meet Law. 2. Three of the Council's rules say who may place items on formal and policy agendas: * Rule 2(c): the City Manager “will include an item on the formal agenda at the written request of the Mayor or at least three Council members.” * Rule 3: the City Clerk prepares the formal agenda “with items approved by the City Manager.” * Rule 4(a): the policy agenda “shall be set by the Mayor,” and an item may be added the written request of four members.” “upon Souncl ource: Phoenix ¢ vty Code § 2-60, | MG), 3 d 4fa) 3. The Council's yearly executive-session items for 2023, 2024, 2025 and 2026 each state that ine item is eae by the City Manager and the Law i Department. SUMMARY 4. Each of those items asks the Council to call meetings “for the purpose of holding an Executive Session pursuant to” A.R.S. § 38-431.03(A) on listed dates. None identifies a ora of § 38-431.03(A) ee Specie eresrep iat ary date. 5: City y Council Cor Fo Oo Executive-session notices state that the Council will meet “for the purposes of discussion or consultation regarding the items listed on the agenda, all as authorized by A.R.S. §38-431.03, A.1 through A.7,” and then list each item one more with: or apeanh paragraphs. Source: City of Phoenix. Nc city Cc e Session, Jan. 20. 2026 and Feb. 24, 2026 6. The Jan. 20, 2026 notice (Item 9) and the Feb. 24, 2026 notice (Item 3) each list “Discussion and consultation re: Open Meeting Law and Council Rules of Procedures Overview, A.R.S. §38- 431.03 A.3.” source. © aire of Phos enix, Notice of Meeting, Phoenix City Cx Keculive Session, Jan. 20, 2026, Item 9: 7. A.R.S. § 38-431.02(1) provides that notice of an executive session need include “only a general description of the matters to be considered,” and that the agenda provide more bedan than just a Fecttal of ‘the provisions authorizing the executive session.” ' aaa n raguies 8 ARS. § 38-431.01(H) the city clerk to post the Attorney General's Open Meeting Law materials on the City’s website. It requires a person elected or appointed to a public body ua review those materials at least one day before taking office. § 36-431.01(H) Citizen Petition JV-20261021-01 - Presented by Jerry Van Gasse for GOODIGOAT goodgeat net Page 5 of 8 SEGUEST FOR COUNCILACTION 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 about how City Council executive-session items are initiated, documented, reviewed. approved and assigned a statutory exemption, what written instruments govern that process, and what training covers it, and to place the complete response in the public legislative file for this petition. 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. Executive-Session Governance and Agenda Preparation (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-20261021-01 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. 1. Identify every current written instrument that governs Phoenix City Council executive sessions, including written rules, Administrative Regulations, Council rules, policies, procedures, manuals, protocols, checklists, memoranda, directives, legal-guidance documents, training materials, agenda templates, delegations of authority, retention schedules, and technical instructions. State expressly if Phoenix has no current instrument in a listed category. 2. Describe who is presently authorized to request or initiate placement of an item on a City Council executive-session agenda. Address City officers, City employees or employee positions, individual Councilmembers, and groups of Councilmembers. For each authorized initiator, identify the source 2 scope, and limits of the authority, including any required number or composition of Councilmembers. 3. Describe Phoenix’s current practice for documenting requests to place items on a City Council executive-session agenda. Identify what record is created; whether it shows who made the request, when and how it was made, and the requester’s official capacity; what other information it contains; who creates and maintains it; how long it is retained; and the authority governing retention. If Phoenix creates no such record, identify any documented decision establishing that practice or state expressly that none has been identified. 4. Describe the complete current review and approval chain for placing an item on a City Council executive-session agenda. Identify who performs each review or approval and when it occurs, including review of the proposed subject, factual description, legal sufficiency, statutory exemption, wording, timing, and final agenda placement. on Describe how Phoenix selects each paragraph of A.R.S. § 38-431.03(A) cited for a proposed executive-session item. Identify who makes the selection, the legal and factual review supporting it, whether and where the basis is documented, who creates that documentation, and the governing retention rule. If the basis is not documented, describe the legal or administrative basis and rationale for that practice and identify any documented decision establishing it. If none has been identified, state that expressly. 6. Describe the current training materials and instructions concerning Phoenix City Council executive sessions. Identify what is provided, who provides it, and which audiences receive it, including the Mayor, Councilmembers, Council staff, City Manager staff, clerks, attorneys, and other attendees. PROPOSED MEASURE Describe whether the materials address notice, permissible scope, confidentiality, objections, minutes, attendance, remote participation, recordings, records retention, and enforcement. State expressly if no material or instruction addresses a listed audience or subject. SECTION 3. Written-Answer Standards I. Reproduce each numbered question and labeled subpart unchanged immediately before its separate answer, No 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. 3. When a question asks for a yes-or-no answer, begin with “ y es,” “no,” or “the City cannot determine,” before providing any explanation. 4. 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. 5. 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. 7. 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. 8. 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-20261021-01: 1. 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. oft ROLAND