HomeMy WebLinkAbout03.c. Revisions to Board Policy No. BP007 - Teleconferencing and Hold DiscussionPage 1 of 14
Item 3.c.
F__1_448�411C_S0
March 22, 2023
TO: ADMINISTRATION COMMITTEE
FROM: KATIE YOUNG, SECRETARYOF THE DISTRICT
REVIEWED BY: ROGER S. BAILEY, GENERAL MANAGER
SUBJECT: REVIEW PROPOSED REVISIONS TO BOARD POLICY NO. BP 007 -
TELECONFERENCING AND HOLD DISCUSSION
At the direction of the Administration Committee at the February 7, 2023 meeting, staff has updated the
existing Board Policy BP 007 - Teleconferencing (Attachment 1) with the new Assembly Bill (AB) 2449
law language along with other suggestions from the Committee members.
Should the Committee recommend changes, the policy will be brought to the full Board for consideration
of any proposed revisions. A clean version of the policy has been incorporated as well. (Attachment 2)
Strategic Plan Tie -In
GOAL ONE: Customer and Community
Strategy 1— Deliver high -quality customer service
GOAL FOUR: Governance and Fiscal Responsibility
Strategy 1 - Promote and uphold ethical behavior, openness, and accessibility, Strategy 2 - Encourage and facilitate
public participation
ATTACHMENTS:
1. Proposed BP 007 - Teleconferencing (strikeout)
2. Proposed BP 007 - Teleconferencing (clean version)
3. Exhibit A to B P 007 revision
March 22, 2023 Special ADMIN Committee Meeting Agenda Packet - Page 27 of 77
ATTA MV f 1
Number: BP 007
Related Admin. Procedure N/A
Authority: Board of Directors
Effective: May 5, 2011
Revised: May 5, 2 TBD
Reviewed: °^ram 202-2March 22. 2023
Initiating Dept./Div.: Secretary of the District
BOARD POLICY
BOARD MEMBER TELECONFERENCING
PURPOSE
To encourage physical attendance by all members of the Board of Directors at all
meetings and set forth guidelines' for Board Members to participate in Central San
meetings via teleconference in accordance with California Government Code Section
54953.
POLICY
A Board Member may participate in a Board meeting via teleconferencing in accordance
with the procedures in California Government Code Section 54953, when the Member is
unable to resolve a scheduling conflict, or in situations of family emergencies. The Code
defines teleconference as a meeting of the legislative body in different locations and
connected by electronic means (e.g., telephone, audio% —video technology (Teams,
Zoom, etc.), or both).
If a Member anticipates being absent from a Board meeting at which an item of
significance is being discussed, he/she may ask that the matter be moved to a meeting
at which he/she will be in attendance.
Staff will, to the extent practical, consider planned absences when scheduling matters
for Board action if District business will not be hindered by any delay or advancement of
schedule.
GUIDELINES
A. Traditional Teleconferencing
1 This policy guideline is for standard Brown Act compliance and does not pertain to situations of State or
Local Emergency declarations where other forms of teleconference or virtual participation may be
enacted under separate guidelines.
March 22, 2023 Special ADMIN Committee Meeting Agenda Packet - Page 28 of 77
Page 3 of 14
Number: BP 007
BOARD MEMBER TELECONFERENCING
Page 2 of 5
Government Code: Section 54953Lb) of the Brown Act (California
Government Code Sections 54950-54963) provides that in connection with a
meeting, "....the legislative body of a local agency may use teleconferencing
for the benefit of the public and the legislative body." The Code requires that:
A quorum of the members of the legislative body must participate from
locations within the agency's jurisdiction.
2. Agendas must be posted identifying all locations where members of the
legislative body will be present during the meeting, and posted as required
by law at all such locations.
3. All locations must be accessible to the public and the public must be given
an opportunity to address the legislative body directly at all such locations.
4. All votes taken during a teleconferenced meeting shall be by roll call and
publicly reported of the vote or abstention of the action taken.
B.Board Member: If a Board Member will be unavailable to participate in a Board
or Committee meeting (i.e., scheduling conflict, such as travel, or family
emergencies) and wishes to participate via teleconference, he/she must notify
the Secretary of the District either Onpersonor via live phone nonyersation (no+
VGiGernal1,1through writing or verbally with an acknowledgement from the
Secretary of the District at least 96 hours (four days) prior to the start of the
meeting to provide location information and allow time for the Secretary of the
District to comply with legal noticing requirements for teleconferenced meetings.
He/she shall comply and/or assist with the required posting requirements.
r
r _
March 22, 2023 Special ADMIN Committee Meeting Agenda Packet - Page 29 of 77
Page 4 of 14
Number: BP 007
BOARD MEMBER TELECONFERENCING
Page 3 of 5
Meeting EtiquetteOther Requirements
Ideally, each Board Member or member of staff speaking at the meeting will
first identify themselves so any listeners know who is speaking.
2. Each Board Member or staff member shall allow the teleconference party
the opportunity to finish speaking in case of a technical or connection
difficulty.
B. AB 2449 Just Cause/Emergency Circumstance Teleconferencing
Government Code: Section 54953(f) of the Brown Act (California Government
Code Sections 54950-54963) provides that in connection with a meeting,
"....the legislative body of a local agency may use teleconferencing for the
benefit of the public and the legislative body." The Code requires that:
1. A quorum of the members of the legislative body must participate in person
in a single, physical location clearly identified on the agenda that is open to
the Dublic and situated within the aaencv's iurisdiction:
2. An individual member may attend a meeting by teleconference only under
two very specific circumstances where a Just Cause or an Emergency
Circumstance exists:
a. Just cause means:
• A childcare or caregiving need of a child, parent, grandparent,
grandchild, sibling, spouse, or domestic partner that requires the
Board Member to participate remotely.
March 22, 2023 Special ADMIN Committee Meeting Agenda Packet - Page 30 of 77
Page 5 of 14
Number: BP 007
BOARD MEMBER TELECONFERENCING
Page 4 of 5
• A contagious illness that prevents a member from attending in
person.
• A need related to a physical or mental disability of a member not
otherwise accommodated under the `reasonable
accommodation' provisions of the Americans with Disabilities
Act.
• Travel while on official business of the District or another state
or local agency.
b. Emergency Circumstances means:
• A physical or family medical emergency that prevents a Board
Member from attending in person.
I All votes taken during a teleconferenced meeting shall be by roll call and
publicly reported of the vote or abstention of the action taken.
Board Member
If a Board Member will be unavailable to participate in a Board Meeting due to
"Just Cause" and wishes to participate via teleconference, he/she must do the
following:
• Notify the Board at the earliest possible opportunity, including at the
start of a regular meeting, of the need to participate remotely;
• Provide a general description of the circumstances necessitating
the remote appearance;
• The Board need not to take action to Dermit teleconference
participation.
If a Board Member will be unavailable to participate in a Board or Committee
meeting due to "Emergency Circumstances" and wishes to participate via
teleconference, he/she must do the followina:
• Must give a general description of the emergency circumstances,
but the Board Member is not reauired to disclose anv medical
diagnosis, disability, or personal medical information;
• The Board must take action to approve the request to participate by
teleconferencing by a majority vote.
March 22, 2023 Special ADMIN Committee Meeting Agenda Packet - Page 31 of 77
Page 6 of 14
Number: BP 007
BOARD MEMBER TELECONFERENCING
Page 5 of 5
Other Reauirements of Board Memebrs
1. Must disclose at the meeting before any action is taken whether any
other individuals 18 years of age or older are present in the room with
the member, and the general nature of the member's relationship with
anv such individuals.
2. Must participate through both audio and visual technology (i.e. the
Board Member must be on -screen).
3. For "Emergency Circumstances" a Board Member cannot attend
meetings remotely for a period of more than three consecutive
months or 20 percent of the regular Board meetings within a calendar
year.
4. For "Just Cause" circumstances a Board Member may participate
remotely no more than two times per calendar year.
See Exhibit A for additional summarized details.
Exhibit A: Teleconference Meeting Participation Options
[Original Retained by the Secretary of the District]
March 22, 2023 Special ADMIN Committee Meeting Agenda Packet - Page 32 of 77
ATTAM? 1t 2
110MAS-1
Number: BP 007
Related Admin. Procedure N/A
Authority: Board of Directors
Effective: May 5, 2011
Revised: TBD
Reviewed: March 22, 2023
Initiating Dept./Div.: Secretary of the District
BOARD POLICY
BOARD MEMBER TELECONFERENCING
PURPOSE
To encourage physical attendance by all members of the Board of Directors at all
meetings and set forth guidelines' for Board Members to participate in Central San
meetings via teleconference in accordance with California Government Code Section
54953.
POLICY
A Board Member may participate in a Board meeting via teleconferencing in accordance
with the procedures in California Government Code Section 54953, when the Member is
unable to resolve a scheduling conflict, or in situations of family emergencies. The Code
defines teleconference as a meeting of the legislative body in different locations and
connected by electronic means (e.g., telephone, audio/video technology (Teams, Zoom,
etc.), or both).
If a Member anticipates being absent from a Board meeting at which an item of
significance is being discussed, he/she may ask that the matter be moved to a meeting
at which he/she will be in attendance.
Staff will, to the extent practical, consider planned absences when scheduling matters
for Board action if District business will not be hindered by any delay or advancement of
schedule.
1 This policy guideline is for standard Brown Act compliance and does not pertain to situations of State or
Local Emergency declarations where other forms of teleconference or virtual participation may be
enacted under separate guidelines.
March 22, 2023 Special ADMIN Committee Meeting Agenda Packet - Page 33 of 77
Page 8 of 14
Number: BP 007
BOARD MEMBER TELECONFERENCING
Page 2 of 4
GUIDELINES
A. Traditional Teleconferencing
Government Code: Section 54953(b) of the Brown Act (California
Government Code Sections 54950-54963) provides that in connection with a
meeting, "....the legislative body of a local agency may use teleconferencing
for the benefit of the public and the legislative body." The Code requires that:
A quorum of the members of the legislative body must participate from
locations within the agency's jurisdiction.
2. Agendas must be posted identifying all locations where members of the
legislative body will be present during the meeting, and posted as required
by law at all such locations.
3. All locations must be accessible to the public and the public must be given
an opportunity to address the legislative body directly at all such locations.
4. All votes taken during a teleconferenced meeting shall be by roll call and
publicly reported of the vote or abstention of the action taken.
Board Member
If a Board Member will be unavailable to participate in a Board or Committee
meeting (i.e., scheduling conflict, such as travel, or family emergencies) and
wishes to participate via teleconference, he/she must notify the Secretary of the
District either through writing or verbally with an acknowledgement from the
Secretary of the District at least 96 hours (four days) prior to the start of the
meeting to provide location information and allow time for the Secretary of the
District to comply with legal noticing requirements for teleconferenced meetings.
He/she shall comply and/or assist with the required posting requirements.
Other Requirements
Ideally, each Board Member or member of staff speaking at the meeting will
first identify themselves so any listeners know who is speaking.
2. Each Board Member or staff member shall allow the teleconference party
the opportunity to finish speaking in case of a technical or connection
difficulty.
March 22, 2023 Special ADMIN Committee Meeting Agenda Packet - Page 34 of 77
Page 9 of 14
Number: BP 007
BOARD MEMBER TELECONFERENCING
Page 3 of 4
B. AB 2449 Just Cause/Emergency Circumstance Teleconferencing
Government Code: Section 54953(f) of the Brown Act (California Government
Code Sections 54950-54963) provides that in connection with a meeting,
"....the legislative body of a local agency may use teleconferencing for the
benefit of the public and the legislative body." The Code requires that:
1. A quorum of the members of the legislative body must participate in person
in a single, physical location clearly identified on the agenda that is open to
the public and situated within the agency's jurisdiction;
2. An individual member may attend a meeting by teleconference only under
two very specific circumstances where a Just Cause or an Emergency
Circumstance exists:
a. Just cause means:
• A childcare or caregiving need of a child, parent, grandparent,
grandchild, sibling, spouse, or domestic partner that requires the
Board Member to participate remotely.
• A contagious illness that prevents a member from attending in
person.
• A need related to a physical or mental disability of a member not
otherwise accommodated under the `reasonable
accommodation' provisions of the Americans with Disabilities
Act.
• Travel while on official business of the District or another state
or local agency.
b. Emergency Circumstances means:
• A physical or family medical emergency that prevents a Board
Member from attending in person.
3. All votes taken during a teleconferenced meeting shall be by roll call and
publicly reported of the vote or abstention of the action taken.
March 22, 2023 Special ADMIN Committee Meeting Agenda Packet - Page 35 of 77
Page 10 of 14
Number: BP 007
BOARD MEMBER TELECONFERENCING
Page 4 of 4
Board Member
If a Board Member will be unavailable to participate in a Board Meeting due to
"Just Cause" and wishes to participate via teleconference, he/she must do the
following:
• Notify the Board at the earliest possible opportunity, including at the
start of a regular meeting, of the need to participate remotely;
• Provide a general description of the circumstances necessitating
the remote appearance;
• The Board need not to take action to permit teleconference
participation.
If a Board Member will be unavailable to participate in a Board or Committee
meeting due to "Emergency Circumstances" and wishes to participate via
teleconference, he/she must do the following:
• Must give a general description of the emergency circumstances,
but the Board Member is not required to disclose any medical
diagnosis, disability, or personal medical information;
• The Board must take action to approve the request to participate by
teleconferencing by a majority vote.
Other Requirements of Board Members
1. Must disclose at the meeting before any action is taken whether any
other individuals 18 years of age or older are present in the room with
the member, and the general nature of the member's relationship with
any such individuals.
2. Must participate through both audio and visual technology (i.e. the
Board Member must be on -screen).
3. For "Emergency Circumstances" a Board Member cannot attend
meetings remotely for a period of more than three consecutive
months or 20 percent of the regular Board meetings within a calendar
year.
4. For "Just Cause" circumstances a Board Member may participate
remotely no more than two times per calendar year.
See Exhibit A for additional summarized details.
Exhibit A: Teleconference Meeting Participation Options
[Original Retained by the Secretary of the District]
March 22, 2023 Special ADMIN Committee Meeting Agenda Packet - Page 36 of 77
Page 11 of 14
Attachment 3
Exhibit A
Teleconference Meeting Participation Options
AB 2449 Just Cause/Emergency
Traditional Teleconferencing
Circumstances Teleconferencing (Gov.
(Gov. Code, § 54953(b).)
Code, § 54953(f); becomes (e) on 1/1/24.)
Applicable
• Available beginning January 1, 2023, and
• Available anytime.
Timeframe
ending December 31, 2025.
Who May
• Individual board members if:
• Individual board members, if at least a
Appear
(1) a quorum of the members participates
quorum of the members of the body
Remotely and
in person; and
participate from locations within the
Quorum
(2) the quorum meets in a single, physical
jurisdictional boundaries of the body.
Requirements
location clearly identified on the agenda
that is open to the public and situated
within the agency's jurisdiction.
Bases for
• A member may appear remotely for "Just
• Applies when a board member is unable to
Remote
Cause" or "Emergency Circumstances":
attend in person.
Appearance
► "Just cause" is any of the following:
(1) A need to care for a child, parent,
grandparent, grandchild, sibling, spouse,
or domestic partner;
(2) A contagious illness that prevents a
member from attending in person;
(3) A need related to a physical or mental
disability that is not otherwise
accommodated for; or
(4) Travel while on official business of the
body or another state or local agency.
► "Emergency circumstances" is a
physical or family medical emergency that
prevents a member from attending in
person.
PaWIM4, 2023 Special ADMIN Committee Meeting Agenda Packet - Page 37 of 77
Page 12 of 14
Teleconference Meeting Participation Options
AB 2449 Just Cause/Emergency
Circumstances Teleconferencing (Gov.
Code, § 54953(f); becomes (e) on 1/1/24.)
Traditional Teleconferencing
(Gov. Code, § 54953(b).)
Notification and
• To attend remotely for:
• No additional requirements.
Approval
Requirements
► "Just Cause"
• The member must notify the body at the
earliest possible opportunity, including at
the start of a regular meeting, of the need to
participate remotely.
• The member must provide a general
description of the circumstances
necessitating the remote appearance.
• The body need not take action in response.
► "Emergency Circumstances"
• The member's request to appear remotely
must include a general description of the
need to appear remotely, which need not
exceed 20 words, and need not include any
personal medical information.
• The member must make the request to
participate remotely as soon as possible and
must make a separate request for each
meeting.
• The body must take action on the request
at a public meeting.
• If there is insufficient time to include the
item on a posted agenda, the body may take
action at the beginning of the meeting.
• Approval must be by majority vote.
Pag#a?M4, 2023 Special ADMIN Committee Meeting Agenda Packet - Page 38 of 77
Page 13 of 14
Teleconference Meeting Participation Options
AB 2449 Just Cause/Emergency
Circumstances Teleconferencing (Gov.
Code, § 54953(f); becomes (e) on 1/1/24.)
Traditional Teleconferencing
(Gov. Code, § 54953(b).)
Agenda and
• Must provide notice and post agendas as
• The teleconference location must be open
Public Access
otherwise required under the Brown Act and
to the public.
and Comment
must indicate on the notice how the public
Requirements
may access the meeting and offer comment.
• The agenda must be posted at all meeting
locations, including the teleconference
• The agenda must include an opportunity
location.
for all persons to attend and address the
body via a call -in option, an internet-based
• The agenda must identify all meeting
service option, and at the in -person location.
locations, including the teleconference
location.
• The law does not require that the agency
post an agenda at the remote location,
• The agenda must provide for public
include the address of the remote location,
comment at all meeting locations, including
or provide for public access to the remote
the teleconference location.
location.
• The body may not require public
comments to be submitted in advance and
must allow the public to address the body
and comment in real time.
• An individual may be required to register
for public comment before being allowed to
comment, where the body uses a third -party
platform (like Zoom) for the meeting.
Voting
• Members must vote by roll call.
• Members must vote by roll call.
Requirements
Pag akPt4, 2023 Special ADMIN Committee Meeting Agenda Packet - Page 39 of 77
Page 14 of 14
Teleconference Meeting Participation Options
AB 2449 Just Cause/Emergency
Traditional Teleconferencing
Circumstances Teleconferencing (Gov. Code,
(Gov. Code, § 54953(b).)
§ 54953(f); becomes (e) on 1/1/24.)
Technological
• The public must be able to remotely hear
Requirements
and visually observe the meeting, and
remotely address the body. Thus, the body
must provide either:
(1) a two-way audiovisual platform; or
a two-way telephonic service and a live
webcasting of the meeting.
Other
• If a member participates remotely, the
Requirements
member must also:
(1) Publicly disclose at the meeting before
any action is taken, whether any other
individuals 18 years or older are in the
room at the remote location with the
member and the general nature of the
member's relationship with such
individuals; and
(2) Participate through both audio and
visual technology.
• If the broadcasting of the meeting to the
public by phone or internet service is
disrupted, or a disruption within the local
agency's control prevents members of the
public from commenting using the phone or
internet service, the body shall not take any
action at the meeting, until public access to
the meeting via the phone option or the
internet service option is restored. Actions
taken on agenda items during a disruption
that prevents the body from broadcasting
the meeting may be challenged pursuant
to Section 54960.1.
• The body must have and implement a
• procedure for receiving and quickly
resolving reasonable accommodation
requests for individuals with disabilities.
Any doubt should be resolved in favor of
accessibility.
Limitations on
• A member may participate remotely for
None.
Frequency of
"just cause" no more than two times per
Remote
calendar year.
Appearances
• A member may not participate remotely
for more than three consecutive months or
20 percent of the regular meetings for the
local agency within the calendar year, or
more than two meetings if the body
regularly meets less than 10 times per year.
Pag aIIM4, 2023 Special ADMIN Committee Meeting Agenda Packet - Page 40 of 77