Santa Ana Municipal Code § 2-156 Access to lobbyist information

(a) All initial city requests for proposals ("RFP's") shall be kept in a central repository and shall be made available for public inspection upon request. In addition, RFP's shall be placed in one (1) location on the city's website for a period from the date the RFP was issued to the date that the RFP is due and for a period of thirty (30) days after the RFP is awarded the city shall notice on the city website the name of the person or company awarded the contract, along with the second and third ranked persons or companies.

(b) Contracts, contractors' bids, responses to requests for proposals and all other records of communications between the department and persons or firms seeking contracts shall be open to inspection immediately after a contract has been awarded. Nothing in this provision requires the disclosure of a private person's or organization's net worth or other proprietary financial data submitted for qualification for a contract or other benefit. All bidders and contractors shall be advised that information provided which is covered by this subdivision will be made available to the public upon request. Immediately after any review or evaluation or rating of responses to a RFP has been completed, a ranking of the firms can be made available. Evaluation forms and score sheets used by persons in the RFP evaluation or contractor selection process shall be made available for public inspection after contract negotiations have been concluded.

(Ord. No. NS-2838, § 7, 10-15-12)

(a) Members of the city council (including the mayor), the city manager, clerk of the council, city attorney, community development agency director, finance and management services director, parks, recreation and community services director, planning and building director, police chief, director of external affairs, public works director, deputy city manager, and any additional persons in management positions that are considered part of the city's executive management team shall maintain a monthly city calendar.

(b) The calendar shall include all scheduled city-related appointments, meetings, including regular and special city council meetings, meetings with developers, meetings with union representatives, meetings with consultants, meetings with lobbyists, regional meetings, and meetings of subcommittees or task forces.

(c) The calendars of the mayor, city council, and city manager, and other department heads listed in subsection (a) shall be a public record subject to inspection during normal business hours at the office of the clerk of the council and additionally available in electronic format on the city's official website. The calendar shall be made available on the tenth business day of each month and shall reflect the schedules of the previous month.

(d) Each city-related appointment must include the following information: name(s), title(s), and affiliated organization(s). The following information shall be exempted:

(1) Personal appointments, including personal business appointments;

(2) Information protected by the attorney-client privilege;

(3) Information about attorney work product;

(4) Information about city staff recruitment;

(5) Information about a personnel issue;

(6) Information about corporate recruiting and retention;

(7) Information about criminal investigations and security;

(8) Information about whistle blowers;

(9) Information about those who reasonably fear that public disclosure of the fact of their appointment will result in retaliation that will result in significant economic, physical or other tangible harm; and

(10) Information that is otherwise prohibited from disclosure.

(e) Any violation of this section relating to calendars shall not be a basis for any criminal prosecution.

(Ord. No. NS-2838, § 8, 10-15-12; Ord. No. NS-2843, § 3, 6-17-13)

The city shall provide access, and a link on the city's website, to the following forms: Recipient Committee Campaign Statement (Form 460), Behested Payment Report (Form 803), and Statement of Economic Interests (Form 700). These forms will be found on the city's website under the title of "Access to Lobbyist Information."

(Ord. No. NS-2838, § 9, 10-15-12)

(a) City strategic plan—Creation and public hearings.

(1) Not later than the end of fiscal year 2013/14 and at least every five (5) years thereafter, the city manager shall prepare and submit to the city council a strategic plan setting forth the city's mission, core values, five (5) year goals, detailed measurable objectives and key performance measures. Prior to submitting the strategic plan to the city council, the city manager will conduct a public meeting to review a draft of the plan with the public and receive input from the public regarding the plan.

(2) Each fiscal year the city manager will conduct a public meeting to present the city's five (5) year strategic plan to the community. The purpose of the meeting will be to review the city's progress in achieving its plan and goals with the community and to gain public input on any issues related to the city's five (5) year strategic plan.

(b) Annual budget meetings. Each February and September, staff shall strive to host a community meeting in preparation of the annual budget, but in no event shall these meetings be held any later than the last day of March or October, respectively. If at least thirty (30) or more city residents submit a written request for additional meetings to discuss the budget, the finance director shall respond to the request and work with the a representative of the requesting group to establish a date, time and place for a meeting.

(Ord. No. NS-2838, § 10, 10-15-12; Ord. No. NS-2843, § 4, 6-17-13)