HomeMy WebLinkAbout2012-03-06 PC Packet
AGENDA
MAPLEWOOD PLANNING COMMISSION
Tuesday, March 6, 2012
7:00 PM
'City Hall Council Chambers
1830 County Road BEast
1, Call to Order
2, Roll Call
3, Approval of Agenda
4, Approval of Minutes
a, February 21,2012
5, Public Hearings
a, 7:00 p,m, or later: Capital Improvement Plan 2013-2017
6, New Business
7, Unfinished Business
8, Visitor Presentations
9, Commission Presentations
a, Commissioner report for the city council meeting of February 27,2012, Commissioner
Trippler was scheduled to attend, There were no items scheduled for the planning
commission at this meeting,
b, Upcoming city council meeting of March 12, 2012, Commissioner Desai is scheduled to
attend, There are no items scheduled for the planning commission at this time,
10. Staff Presentations
a, Comparison of Robert's Rules of Order and Rosenberg's Rules of Order
b, The status of planning commission appointments by city council
c, Updated schedule for city council meeting attendance by planning commissioners
11, Adjournment
DRAFT
MINUTES OF THE MAPLEWOOD PLANNING COMMISSION
1830 COUNTY ROAD BEAST, MAPLEWOOD, MINNESOTA
TUESDAY, FEBRUARY 21,2012
1. CALL TO ORDER
A meeting of the Commission was held in the City Hall Council Chambers and was called to order
at 7:00 p,m, by Chairperson Fischer.
2. ROLL CALL
AI Bierbaum, Commissioner
Joseph Boeser, Commissioner
Tushar Desai, Commissioner
Lorraine Fischer, Chairperson
Tanya Nuss, Commissioner
Gary Pearson, Commissioner
Dale Trippler, Commissioner
Present
Present
Present
Present
Present
Absent
P{.(?sf'nt
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Staff Present:
Michael Martin, Planner
3. APPROVAL OF AGENDA
Commissioner Trippler moved to approve'th~'~ijlend~'i'as submitted,
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Seconded by Commissioner Bieroaum;'
Ayes - All
The motion passed,
4. APPROVAL OF MINU"i'ES
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CommissionerTrippler mov~aii't0ii~~prove the Januarv 17, 2012, PC minutes as submitted,
Seconded by Commissioner Desai.
Ayes - All
The motion passed,
5. PUBLIC HEARING
a, Vacations of Edgemont Street, Arkwright Street and Alley rights-of-way, North side of
RoselawnAvenue, East of McKnight Street
i. Planner, Michael Martin gave the report on the vacations of Edgemont Street, Arkwright
Street and Aliey rights-of-way, North side of Roselawn Avenue, East of McKnight Street
Chairperson Fischer opened the public hearing,
1, David Li, 364 Toenjes Place, Maplewood,
2, Mayor, Will Rossbach, 1386 County Road C East, Maplewood,
3, Gina Fox, Attorney for Leonard, Street and Deinard, 150 South 5"1 Street, Suite 2300,
Minneapolis, speaking on behalf of Maplewood resident Kathleen Delaney,
4, Kathleen Delaney, Maplewood,
February 21, 2012
Planning Commission Meeting Minutes
1
5, Tom Schuette, Azure Properties, Littie Canada, representing Richard Schreier.
6, Maurice Schneider, 443 Roselawn Avenue East, Maplewood,
7, Herb Toenjes, Jr, Maplewood,
Chairperson Fischer closed the public hearing,
Commissioner Trippler moved to approve the resolution vacatinq the followinq riqhts-of-wav on
the north side .of Roselawn Avenue:
. The easterly 10 feet of Edgemont Street
. The full width of Arkwright Street
. The alley between Edgemont Street and Arkwright Street in Block 6
It is in the public interest to approve these vacations since:
1, These street and alley rights-of-way are not needed for any access or transportation purpose,
2, The Arkwright Street right-of-way is obstructed by a holding pond,
3, The vacations would return public right-of-way to the properties they were taken from,
These vacations are subject to the conditions stipulated
dated January 31, 2012,
the engineering report by Steve Love
Seconded by Commissioner Boeser,
- Commissioner Boeser,
& Trippler
Nays - Chairperson Fischer,
Commissioner's Bierbaum,
Desai & Nuss
The motion failed,
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Commissioner BierbaUrti1i.f~~ pliKhind:i:i!;ommission recommends to table the resolution vacatinq
the followinq riqhts-of-waV.~~ the nQrth side of Roselawn Avenue until the applicant submits a full
and completed development::plan. .
Seconded by Commissioner Desai.
Ayes - Chairperson Fischer,
Commissioner Bierbaum,
& Desai
Nays - Commissioner's Boeser,
Nuss & Trippler
The motion failed,
Commissioner Nuss moved to approve the resolution vacatinq the followinq riqhts-of-wav on the
north side of Roselawn Avenue (but denyinq the easterly 10 feet of Edqemont Streetl:
. Tho o3ctorly 10 foot of Edgomont Stroot
. The full width of Arkwright Street
. The alley between Edgemont Street and Arkwright Street in Block 6
February 21 , 2012
Planning Commission Meeting Minutes
2
It is in the public interest to approve these vacations since:
1, These street and alley rights-of-way are not needed for any access or transportation
purpOi;e,
2, The Arkwright Street right-of-way is obstructed by a holding pond,
3, The vacations would return public right-of-way to the properties they were taken from.
These vacations are subject to the conditions stipulated in the engineering report by Steve Love
dated January 31,2012,
Seconded by Commissioner Trippler,
Ayes - Chairperson Fischer,
Comrnissioner's Boeser,
Desai, Nuss & Trippler
Nay - Commissioner Bierbaum
The motion passed.
The final decision is made by the city council, at this time a date is unknown when this will be
heard by the city council.
6. NEW BUSINESS
None,
7. UNFINISHED BUSINESS
None,
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.
8.
VISITOR PRESENTATIONS
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None,
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9. COMMISSION PRESEN+~tr:I(:1l:NS
a, Mayor Rossbach was in the audience and reported on the city council meeting of February
13,2012, which Commissioner Pearson was the representative at Items reviewed were the
planning commission's 2011 Annual Report, the Annual Review of the Rules of Procedure
and the resolutions of appreciation for Jeremy Yarwood and Robert Martin which were
passed by the council.
b, Commissioner Trippler is scheduled to attend the city council meeting on February 27, 2012,
however there are no planning commission items to cover at this meeting,
10. STAFF PRESENTATIONS
Planner Martin stated that interviews will be held by the city council April 2nd and 9"" 2012 for
openings on boards and commissions,
, 11. ADJOURNMENT
Chairperson Fischer adjourned the meeting at 8:51 p,m,
February 21,2012
Planning Commission Meeting Minutes
3
AGENDA REPORT
SUBJECT:
DATE:
City Commissions
Charles Ahl, Assistant City Manager
Gayle Bauman, Finance Manager
Capitallmproyement Plan for 2013 - 2017
February 1, 2011
TO:
FROM:
INTRODUCTION
The Capital Improvement Pian is an annually prepared document that begins the process for
preparation of the 2013 Budget The Capital Improvement Plan is being released for review by the
various Commissions and a Public Hearing on the CIP will be held at the Planning Commission on
March 6, 2012, Following the receipt of recommendations from all the Commissions, the City Council
will be asked to adopt the CIP, Adopting the CIP does not commit the Council to the proposed projects,
nor implement the assumptions made during the preparation; however, this is the basis for the 2013
Budget as we proceed to preparing that document.
Each Commission shall review and comment on the impact of the assumptions and recommended
projects within the Capital Improvement plan, A recommendation of approval, approval with conditions,
or denial should be made and forwarded to the Planning Commission for consideration at their Public
Hearing on March 6th The Commission should appoint a member to attend the Public Hearing at the
Planning Commission on March 6th, as well as to the City Council meeting on March 12th, when final
adoption of the CIP will be considered,
This year's CIP covers the years of 2013 through 2017 and is being prepared 2-3 months eariier than
normal due to the need to add the East Metro/Marshlands Public Safety Training Facility into the plan,
That project received state grant funds as part of the July State Bonding Plan approved as part of the
State Government Shutdown settlement. That July approval occurred after the CIP for 2012 - 2016
, was adopted, We also need to have the Police Department Expansion project in the CIP prior to
issuance of any bonds, so that we are not issuing dual bonds during 2012, Rather than amend the
2012- 2016 CIP, the City staff determined that the new CIP for 2013- 2017 would be prepared earlier.
Background Information
Instructions from the Assistant City Manager were provided to the Department Heads in October 2011
based upon available funding anticipated for the five-year planning period, The budget process starts
with the assumptions of funding that might be available from 2011 as well as major capitai projects,
Unlike 2010 when funds were available for MCC Pool and Phone system upgrades, it was assumed that
no additional funds would be available for 2012 projects other than those programmed in the 2012
budget. The direct instructions were that only minimal new funds are available and that new proposals
will likely require reductions in expenditures within other areas of the budget. This remains consistent
with the Council's goal to establish Financial Sustainability into the overall planning for all areas of the
City Budget. The CIP was prepared assuming no referendum, That can be changed as the process is
evaluated, but the staff assumption is to attempt to implement goals without the benefit of a referendum,
Attached to this report is a Draft of the 2013 - 2017 Capital Improvement Pian for review, The
Transmittal Letter highlights the major projects and revisions within the Plan for consideration. The
biggest revision is the inclusion of the new Fire Stations and expansion of the Police Department / City
Hall, which adds $8,8 million in improvements to the plan, In addition, as noted previously, the East
Metro / Marshlands Fire Training Facility has been added to the plan, The document explains each of
the proposed projects, as well as analyzes the impacts on the budget for the various funds, along with
the tax impact necessary to implement these projects as proposed,
2013 - 2017 CAPITAL IMPROVEMENT PLAN
PAGE TWO
Capital Improvement Plan Process
The Council provided guidance in 2011 by adopting goals for the coming years, A clear goal of the
Council was financial sustainability combined with a focus on funding for City facilities, The key issue
involved a long-term vision for public safety facilities, The staff submits projects based upon those
goals, and the finance staff analyzes the funds available for capital projects along with the impacts of
the staff proposals, A number of revisions are made in the project submittals based upon the analysis
of finance, as well as management priorities to achieve the attached CIP plan, This document reflects
the final accumulation of that process,
Summarv of CIP
The 2010 - 2014 CIP was approved at a $77,76 Million level; while the 2011 - 2015 CIP was approved
at a reduced $65,74 Million level. The 2012 - 2106 CIP was approved at $65,32 Million, The proposed
draft of the 2013 - 2017 CIP is at $76,883,880. This is an increase of $11 ,5 million from last year's
plan, The reasons are the addition of the City Hall/Police Department Expansion project, which added
$6,78 million to the plan; replacement of two Fire Stations, which added $2,0 million to the plan; and the
addition of the East Metro/Marshlands Fire Training Facility, These three public safety facilities added
$9 million to the plan. In addition, the Hillcrest Redevelopment Proposal has been added to the 2017
project list adds $4,5 million, As noted below, staff is recommending consideration of reductionsin the
proposed projects that reduces the total approved CIP projects by about $10 million,
In previous years, each project would be analyzed, and management would determine that a number of
proposed projects should be removed from the next 5 years of consideration and listed in the Declined
Category, During this year's CIP, the Commissions and Council will be provided with financial impact
analysis and determine if projects should be declined, That decision will be made by the Council prior
to adoption of the CIP, which is planned for March 12th after all Commissions have commented on the
plan,
The proposed 2013 - 2017 CIP can be divided into sections based upon the need for new revenues for
2013, as well as projected impacts in future years, as follows:
2013 Budget Impact-' 2012 Tax Levy 2013 Tax Levy
1. Debt Service Fund: $4,208,103 $4,208,529
2. Capital Improvement Projects Fund $ 145,000 $ 180,000
3. Fire Truck Replacement Fund $ 50,000 $ 50,000
4. Public Safety Facilities Fund: $ 200,000 $ 200,000
5. Redevelopment Fund: $ 0 $ 40,000
6. Maplewood Area EDA Fund: $ 0 $ 89,270
7. Ambulance Fund: $ 350,000 $ 350,000
8. Maplewood Community Center Fund: $ 460,000 $ 460,000
9. Recreation Program Fund: $ 175,000 $ 175,000
10. Park Development Fund: $ 0 $ 0
. - Note: Impact shown is based on capital projects; does not include analysis of annual
operating expenses.
2013 - 2017 CAPITAL IMPROVEMENT PLAN
PAGE THREE
Explanation by Fund
1. Debt Service Fund
a, Annual projections:
i. 2012 Budget: $4,208,103
ii. 2013 Projected: $4,208,103
Hi. 2014 Projected: $4,578,642
iv, 2015 Projected: $4,418,783
v, 2016 Projected: $4,494,917
vi. 2017 Projected: $4,313,834
b, What does this investment provide?
i. New Fire Stations:
1, A new station within the South Leg of Maplewood on or near the 3M
Campus is to be built in 2012 - 2013 without the need for a referendum,
We have assumed that we could implement an assessment to a partner
and then sell bonds for both the assessment as well as the Fire Station
expense to provide for the $5,0 million expense. This proposal is
expected to involve an agreement with 3M to provide Tax Increment
Financing for expansion of facilities and jobs on their campus,
2, Refurbishment/replacement of Fire Station #7 at Hazelwood and at
County Road C in 2014 - 2015 at a cost of $3,5 million will be paid from
the Public Safety Expansion Fund and will not require City Bonding. This
assumes that the Century Avenue, Londin Lane and McMenemy Street
stations are abandoned; the property sold at a value of $2.5 million by
2014, This funding would then be used for the construction of new Fire
Station #7 at the same location and improvements at the Gladstone
Station. This is discussed under the Public Safety Expansion category,
ii. Police Department Expansion beginning in 2012 - 2013
1, A space needs study has been completed documenting that our Police
Department has only 45% of the required space for their operations, This
project proposes to expend $4,0 million in 2013 and a second phase of
$3,38 million in 2014, This would be through the issuance of CIP Bonds
and would include departments moving to the unfinished vacant space at
Public Works and expanding the Police Department into existing space at
City Hall. No referendum is necessary to make this work.
Hi. Continuation of a Reduced Street Reconstruction Program
1, The streets program was significantiy reduced in the 2012 - 2106 CIP,
and continues to invest at reduced levels through 2016 and then expands
in 2017, In the interim, projects such as TH 36 - English; the Gladstone
project and overlay of MSAS streets are implemented that do not require
significant impacts to debt service,
c, Financial Issues with this plan?
i. Debt Service exceeds 2.0% of Market Value in 2013 - 2015
1. It has been a policy to keep debt service levels at or below 2,0% of
taxable Market Value, The tax levy for Debt Service remains steady in
2013; however, property values have fallen, In addition, the inclusion of
debt for the Police Department Expansion; New Fire Stations and Street
Reconstruction Program will push the percentage above 2,0%,
Projections are that the debt level will return below 2,0% in 2016, Some
adjustments should be considered,
2013 - 2017 CAPITAL IMPROVEMENT PLAN
PAGE FOUR
Debt Service Fund Icontinuedl
ii. Debt Service requires tax increase in 2014-15
1, It is anticipated that a tax increase will be needed for debt service
payments in 2014 or 2015, if the debt level is in the $4.4-$4,5 million
range, Long range planning indicates that the debt level should stay
consistent in the $4,0-$4.2 million range for the next 2-5 years,
d, Staff Recommended Revisions:
i. Based on the Market Value Considerations, and to keep any needed tax increase
to less than 1,0%, the following proposed project revisions should be considered:
1, Move the Hillcrest Area Streetscape [$2,5 million] and Hillcrest Area
Roadway Improvement [$2.0 million] projects to the deferred category to '
reduce future debt levels and to await redevelopment efforts in the area,
2, Delay the Second Phase of the Police Department Expansion [$3,38
million] to :2017 or beyond, This allows Phase One [$4,0 million] to occur
in 2013 as proposed and address the highest priority space needs and
allows relocation and re-allocation of current spaces at City Hall and
Public Works to be used prior to building expansion,
3, Delay the refurbishment of the Gladstone Fire Station [$1.0 million] to the
deferred project list will be recommended under Public Safety Fund,
2. Capital Improvement Projects Fund
a, Annual Projections = $180,000 per year for 2013 - 2017
b, What does this investment provide?
i. Fire Training Facility I Marshlands Proposal
1, This project was added to the City project list as part of State Bonding
being provided in the July 2011 Bonding Plan. It had been put on hold
with the note that the project would be re-instated upon state bonding
being received, Project financing includes:
a, State Grant: $3,000,000
b, Ramsey County Grant: $ 450,000
c, Capital Improvement Fund: $ 250,000
d, Environmental Utility Fund: $ 250,000 [for Marshlands]
ii. Public Works Building Carpet Replacement
1. This project proposes to replace the carpet in the Public Works building in
2016 at a cost of $61 ,000,
iii. Upgrades to Community Park Fields and Park Equipment
1. This project proposes to replace and upgrade equipment within our parks
as well as upgrade park fields in various locations and areas at $100,000
per year.
c, Financial issues with this plan?
i. Increase of $35,000 annually will be needed from tax increase,
d, Staff Recommended Revisions:
i. Based on the need to reduce the need for tax increases:
1, Move the replacement of the carpet at Public Works Building into the
expenses for the City Hall / Police Department Expansion project and thus
this expense is eliminated from the plan,
2013 - 2017 CAPITAL IMPROVEMENT PLAN
PAGE FIVE
3. Fire Truck Replacement Fund
a. Annual projections = $50,000 per year
b. What does this investment provide?
i. Replacement of Fire Truck in 2014
c. Financial issues with this plan?
i. No impact on taxes.
d. Staff Recommended Revisions:
i. No revisions,
4. Public Safety Facilities Fund
a. Annual projections = $200,000 per year
b. What does this investment provide?
ii. Rehabilitation of Fire Station #7 and #2
1, As part of Chief Lukin's proposal for the fire department, he identified
needs for improvements at the three main fire stations, The new Fire
Station at 3M is proposed to be paid through a tax increment agreement
with 3M that will not cost levy funds, The improvement at Station #7 will
cost $2,5 million and will be paid from a sale of property [$2,5 million],
The third project will be rehabilitation at the Gladstone Station [$1,0
million], which will require a new levy of funds,
c, Financial issues with this plan?
i. A reduction in this fund's annual need for levy was planned to offset the debt
service increase for the Police Department expansion, This current plan requires
maintaining the annual levy,
d, Staff Recommended Revisions:
i. Delay the Gladstone Station Improvements to post 2017, Staff has identified a
funding approach for two of the three stations, but this third project will need to be
delayed to post 2017, An alternative would be to raise the levy an additional 1 %
above the recommended levy to generate an estimated $175,000 per year for this
need,
5, Redevelopment Fund
a, Annual projections = $40,000 per year
b, What does this investment provide?
i. Housing Replacement Program
1. The City previously provided an allocation to the Housing and
Redevelopment Authority for the purchase and upgrade of property, That
was discontinued in 2005 for budget reasons, This proposal is to
reinstate funding for an every other year expenditure of $100,000,
c. Financial Issues with this plan?
i. New expenditure requires a levy increase.
d, Staff Recommended Revisions:
i. Find expenses within current budget to fund this program without a tax increase,
This program should be a priority,
2013 - 2017 CAPITAL IMPROVEMENT PLAN
PAGE SIX
6. Maplewood Area EDA Fund
a, Annual projections = $89,270 per year
b, What does this investment provide?
i. Commercial Property Redevelopment Program
1. The City established the Economic Development Authority and the
Business and Economic Development Commission in 2010 but did not
dedicate funding for property loans or improvements, This plan would
establish a levy of 0.5% of the levy toward this 'purpose,
c, Financial issues with this plan?
i. This new program requires a tax increase,
d, Staff Recommended Revisions:
i. No revisions recommended, as dedicated funding source for these purposes are
necessary to move this program forward,
7. Ambulance Fund
a, Annual projections = $$350,000 per year.
b, What does this investment provide?
i. Rehabilitation of Ambulance Fleet and to Offset deficit in Operations
c, Financial issues with this plan?
i. None; City increased the levy in 2012 to move this fund to sustainable levels.
d, Staff Recommended Revisions:
i. None
8, Maplewood Community Center Fund
a,. Annual projections = $460,000 per year
b, What does this projection provide?
i. Capital Investment to keep MCC Upgraded
1. The five-year MCC Sustainability Plan proposed by staff and reviewed
with the Council in 2011 is implemented with this plan, An allocation of
$150,000 was provided in 2011 and an additional $100,000 will be
allocated in 2012 - 2017 to meet the requested $250,000 annual needs,
c, Financial issues with this plan?
i. The original proposal for the MCC sustain ability was that the allocation of levy
money would be reduced moving forward over the next 3-5 years, Given the
scope of improvements and lack of revenue enhancements, that plan looks more
like a 7 -10 year plan,
d, Staff Recommended Revisions:
i. None
9, Recreation Program Fund
a, Annual Projections = $175,000 per year
b, What does this projection provide?
i. No capital projects, This allocation provides support for recreational activities
through Maplewood.
c, Financial issues with this plan?
i. This program is currently operating at a deficit and will need reductions and cuts
in expenditures in 2013 to be sustainable.
d, Staff Recommended Revisions:
i. None
2013 - 2017 CAPITAL IMPROVEMENT PLAN
PAGE SEVEN
10. Park Development Fund
a, Annual Projections = $0 per year
b, What does this projection provide?
i. No capital projects are funded with tax levy dollars. The Parks Improvement
Program is totally funded by contributions from new development through Park
Availability Charges, Due to the shortage of development funds, park projects
proposed have been delayed or revised as follows:
1, Deer Control and Campus Programs will need to be funded from the
existing operating budget.
2, Reduced the Emerald Ash Borer program from $25,000 per year for five
years to $25,000 in 20.14 and 2015,
3, Reduced the expenditure in Joy Parks from $225K to $175K.
4, Assumed a level of $200,000 per year in PAC based on new development
and new fees,
5, Delayed the improvements in Goodrich Park by one year.
6, Expected levy dollars to Parks in 2013:
a, Community Center - $460,000
b, Recreation Fund - $175,000
c, Trail Rehab - $ 80,000 [within Pub Wks Budget]
d. Fields and Equip - $100,000
e. Nature Center - $ 53,000 for building in 2014
c, Financial issues with this plan?
i. As PAC funds continue to decline, there is no dedicated source of funds for Park
development moving forward,
d, Staff Recommended Revisions:
i. While this is a definite need, until funding for the Recreation Fund and the MCC
are resolved, no new tax levy should be dedicated to Park Development.
Budgetary Consideration
As noted within the CIP Document and this memorandum, the draft CIP approach will require a 3 %
projected levy increase. The final amount will depend upon the level of reductions that the Council
wishes to remove from the program, If staff recommendations are accepted, the levy increase will be
less than 1,0% based on this plan. Other expenses will impact the 2013 levy and will be reviewed with
the Couricil on February 27'h, Those items will be reviewed along with the impacts of cuts within the
various departments and programs during the budget meetings in July 2012 as the Council moves
forward with budget determinations and directions,
As noted, these are the assumptions that the CIP was based upon for presentation to the Commissions
and City Council. The assumptions will be reviewed in detail as the budget process proceeds over the
next months.
Recommended Action
The Commission should review the proposed projects within the 2013 - 2017 Capital Improvement
Plan, Consideration of the recommendation for reductions by staff should be considered, A
recommendation of approval; approval with revisions or conditions; or denial should be made prior to
the March 6th Public Hearing at the Planning Commission, Said recommendation from the Commission
will be presented to the Council on March 12th,
Attachments:
1, Draft 2013 - 2017 Capital Improvement Plan
MEMORANDUM
TO:
FROM:
SUBJECT:
DATE:
James Antonen, City Manager
Tom Ekstrand, Senior Planner
Chuck Ahl, Assistant City Manager
Rosenberg's Rules and Robert's Rules of Order
March 1, 2012
INTRODUCTION
On January 17, 2012, the planning commission asked staff to provide a comparison of
Robert's Rules of Order and our more recently adopted rules for parliamentary
procedure, Rosenberg's Rules of Order. Staff searched the internet for such a
comparison and found "simplified" versions of each, but no side-by-side comparisons,
which would have been ideal.
As the members are aware, the city is no longer using Robert's Rules of Order as the
parliamentary procedure for commission and council meetings, The data I have
attached hopefully will answer any questions the planning commission has concerning
the particulars between Robert's and Rosenberg's Rules of Order.
I have included the following for the planning commission's review:
1, Rosenberg's Rules of Order, Revised
2, Rosenberg's Rules of Order at a Glance
3, Simplified Robert's Rules of Order
The planning commission already has the complete Rosenberg's Rules of Order so I did
not reprint that for the members,
In summary, I quote Mr. Rosenberg from the Introduction in the attached paper titled
"Rosenberg's Rules of Order, Revised," as he states:
"The rules of procedure at meetings should be simple enough for most people to
understand, Unfortunately, that has not always been the case, Virtually all clubs,
associations, boards, councils and bodies follow a set of rules-"Robert's Rules of
Order''-which are embodied in a small, but camp/ex, book. Virtually no one / know has
actually read this book cover to cover, Worse yet, the book was written for another time,
and for another purpose, If one is chairing or running a Parliament, then Robert's Rules
of Order" is a dandy and quite useful handbook for procedure in that complex setting,
On the other hand, if one is running a meeting of, say, a 5-member body with a few
members of the public in attendance, a simplified version of the rules of parliamentary
procedure is in order. "
p:\ planning commission\Rosenberg's Rules vs, Robert's Rules of Order 3 12 te
Attachment:
1, Rosenberg's Rules of Order, Revised
2, Rosenberg's Rules of Order at a Glance
3, Simplified Robert's Rules of Order
Dave Rosenberg
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Rosenbera's Rules
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Page 1 of8
ATTACHMENT 1
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"Rosenberg's Rules of Order, Revised"
(Simple Rules of Parliamentary Procedure for the 21st Century)
By Judge Dave Rosenberg
(First Revision dated July 2011)
Introduction
The rules of procedure at meetings should be simple enough for most people to
understand, Unfortunately, that has not always been the case, Virtually all clubs,
associations, boards, councils and bodies follow a set of rules - "Robert's Rules of
Order" - which are embodied in a small, but complex, book, Virtually no one I know
has actually read this book cover to cover. Worse yet, the book was written for
another time, and for another purpose. If one is chairing or running a Parliament,
then "Robert's Rules of Order" is a dandy and quite useful handbook for procedure in
that complex setting, On the other hand, if one Is running a meeting of, say, a 5-
member body with a few members of the public in attendance, a simplified version of
the rules of parliamentary procedure is in order,
Hence, the birth of ~'Rosenberg's Rules of Order."
What follows is my version of the rules of pariiamentary procedure, based on my 20
years of experience chairing meetings in state and local government. These rules
have been simplified for the smaller bodies we chair or in which we participate,
slimmed down for the 21st Century, yet retaining the basic tenets of order to which
we have grown accustomed, Interestingly enough, Rosenberg's Rules has found a
welcoming audience. Hundreds of cities, counties, special districts, committees,
boards, commissions, neighborhood associations and private corporations and
companies have adopted Rosenberg's Rules In lieu of Robert's Rules because they
have found them practical, logical, simpie, easy to learn, and user friendly,
This treatise on modern parliamentary procedure Is built on a foundation supported
by the following four pillars: (1) Rules should establish order, The first purpose of
rules of parliamentary procedure is to establish a framework for the orderly conduct
of meetings, (2) Rules should be clear, Simple rules lead to wider understanding and
participation, Complex rules create two classes: those who understand and
participate; and those who do not fully understand and do not fully participate, (3)
Rules should be user friendly, That is, the rules rjlust be simple enough that the
public is invited Into the body and feels that It has participated in the process, (4)
Rules should enforce the wlli of the majority while protecting the rights of the
minority, The ultimate purpose of rules of procedure Is to encourage discussion and
to facilitate decision-making by the body, In a democracy, majority rules, The rules
must enable the majority to express itself and fashion a result, while permitting the
minority to also express Itself, but not dominate, and fully participate in the process.
Establishing a Quorum
The starting point for a meeting is the establishment of a quorum, A quorum Is
defined as the minimum number of members of the body who must be present at a
meeting for business to be legally transacted, The default rule is that a quorum is one
more than haif the body, So, for exampie, in a five-member body a quorum is three,
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When the body has three members present, it can legaily transact business, If the
body ,has less than a quorum of members present, it cannot legaily transact business,
And even if the body has a quorum to begin the meeting, the body can lose the
quorum during the meeting when a member departs (or even when a member leaves
the dais), and when that occurs the body loses Its ability to transact business until
and unless a quorum is reestablished.
The default rule, identified above, however, gives way to a specific rule of the body
which establishes a quorum, So, for example, the rules of a particular five-member
body may indicate that a quorum is four members for that particular body, The body
must foilow the rules it has estabilshed for Its quorum, In the absence of such a
specific rule, the quorum is one more than half the members of the body,
The Role of the Chair
While ail members of the body should know and understand the rules of
parliamentary procedure, it is the Chair of the body who is charged with applying the
rules in the conduct of the meeting, The Chair should be weil versed in those rules.
The Chair, for all intents and purposes, makes the final ruling on the rules every time
the Chair states an action, In fact, ail decisions by the Chair are final unless overruled
by the body itself.
Since the Chair runs the conduct of the meeting, It is usual courtesy for the Chair to
playa less active role in the debate and discussion than other members of the body,
This does not mean that the Chair should not participate in the debate or discussion,
To the contrary, the Chair as a member of the body has the fuil right to participate in
the debate, discussion and decision-making of the body, What the Chair should do,
however, Is strive to be the last to speak at the discussion and debate stage, and the
Chair shouid not make or second a motion unless the Chair is convinced that no other
member of the body wiil do so at that point in time.
The Basic Format for an Agenda Item Discussion
Formal meetings normaily have a written, often published agenda, Informal meetings
may have only an oral or understood agenda, In either case, the meeting is governed
by the agenda and the agenda constitutes the body's agreed-upon road map for the
meeting, And each agenda item can be handled by the Chair in the following basic
format:
First, the Chair should clearly announce the agenda Item number and should clearly
state what the agenda item subject is, The Chair should then announce the format
(which follows) that will be foilowed In considering the agenda item,
Second, foilowing that agenda format, the Chair should invite the appropriate person
or persons to report on the item, including any recommendation that they might
have, The appropriate person or persons may be the Chair, a member of the body, a
staff person, or a committee chair charged with providing Input on the agenda item,
Third, the Chair should ask members of the body If they have any technical questions
of clarification, At this point, members of the body may ask clarifying questions to the
person or persons who reported on the item, and that person or persons should be
given time to respond.
Fourth, the Chair should invite public comments, or if appropriate at a formal
meeting, shouid open the pubilc meeting for publiC input. If numerous members of
the public indicate a desire to speak to the subject, the Chair may limit the time of
public speakers. At the conclusion of the public comments, the Chair should announce
that publiC input has concluded (or the public hearing as the case may be is closed),
Fifth, the Chair should invite a motion, The Chair should announce the name of the
member ofthe body who makes the motion,
Sixth, the Chair should determined if any member of the body wishes to second the
motion, The Chair should announce the name of the member of the body who
seconds the motion, (It is nor.maily good practice for a motion to require a second
before proceeding with it, to ensure that it is not just one member of the body who is
interested in a particular approach. However, a second is not an absolute
requirement, and the Chair can proceed with consideration and vote on a motion
even when there is no second, This Is a matter left to the discretion of the ChaiL)
Seventh, If the motion is made and seconded, the Chair should make sure everyone
understands the motion, This is done in one of three ways: (1) The Chair can ask the
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maker of the motion to repeat it. (2) The Chair can repeat the motion, (3) The Chair
can ask the secretary or the clerk of the body to repeat the motion,
Eighth, the Chair should now invite discussion of the motion by the body, Ifthere is
no desired discussion, or after the discussion has ended, the Chair should announce
that the body will vote on the motion, If there has been no discussion or very brief
discussion, then the vote on the motion should proceed immediately and there is no
need to repeat the motion, If there has been substantial discussion, then it is
normally best to make sure everyone understands the motion by repeating it,
Ninth, the Chair takes a vote, Simpiy asking for the "ayes", and then asking for the
"nays" normally does this. If members of the body do not vote, then they "abstain",
Unless the rules of the body provide otherwise (or unless a super-majority is required
as delineated later in these rules) then a simple majority (as defined in law or the
rules of the body as delineated later In these ruies) determines whether the motion
passes or Is defeated,
Tenth, the Chair should announce the result of the vote and should announce what
action (if any) the body has taken, In announcing the result, the Chair should Indicate
the names of the members of the body, If any, who voted in the minority on the
motion, This announcement might take the following form: "The motion passes by a
vote of 3-2, with Smith and Jones dissenting, We have passed the motion requiring
10 days notice for all future meetings of this body,"
Motions in General
Motions are the vehicles for decision-making by a body, It Is usually best to have a
motion before the body prior to commencing discussion of an agenda item, This helps
the body focus,
Motions are made in a simple two-step process. First, the Chair should recognize the
member of the body, Second, the member of the body makes a motion by preceding
the member's desired approach with the words: "I move, , , , " So, a typical motion
might be: "I move that we give 10-day's notice in the future for all our meetings,"
The Chair usually initiates the motion by either (1) Inviting the members of the body
to make a motion, "A motion at this time would be In order." (2) Suggesting a motion
to the members of the body, "A motion would be in order that we give 10-day's
notice in the future for all our meetings," (3) Making the motion, As noted, the Chair
has every right as a member of the body to make a motion, but should normally do
so only If the Chair wishes to make a motion on an item but is convinced that no
other member of the body is willing to step forward to do so at a particular time,
The Three Basic Motions
There are three motions that are the most common and recur often at meetings:
The basic motion, The basic motion is the one that puts forward a decision for the
body's consideration, A basic motion might be: "I move that we create as-member
committee to plan and put on our annual fund raiser."
The motion to amend, If a member wants to change a basic motion that is before the
body, they would move to amend it. A motion to amend might be: "I move that we
amend the motion to have a 10-member committee," A motion to amend takes the
basic motion which Is before the body and seeks to change it in some way,
The substitute motion, If a member wants to completely do away with the basic
motion that is before the body, and put a new motion before the body, they would
move a substitute motion. A substitute motion might be: "I move a substitute motion
that we cancel the annual fundraiser this year,"
"Motions to amend" and "substitute motions" are often confused, But they are quite
different, and their effect (If passed) is quite different, A motion to amend seeks to
retain the basic motion on the floor, but modify it in some way, A substitute motion
seeks to throw out the basic motion on the floor, and substitute a new and different
motion for it. The decision as to whether a motion is really a "motion to amend" or a
"substitute motion" is left to the chair. So that If a member makes what that member
calls a "motion to amend", but the Chair determines that it is really a "substitute
motion", then the Chair's designation governs,
Multiple Motions Before the Body
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There can be up to three motions on the floor at the same time, The Chair can reject
a fourth motion until the Chair has dealt with the three that are on the floor and has
resolved them. As a practical matter, more than three motions on the floor at one
time tends to be too confusing and unwieldy for most everyone - so keep the
maximum at three at three for the sake of clarity.
When there are two or three motions on the floor (after motions and seconds) at the
same time, the vote should proceed first on the last motion that is made, 50, for
example, assume the first motion is a basic "motion to have a S-member committee
to plan and put on our annual fundraiser," During the discussion of this motion, a
member might make a second motion to "amend the main motion to have a 10-
member committee, not a 5-member committee to plan and put on our annual
fund raiser," And perhaps, during that discussion, a member makes yet a third motion
as a "substitute motion that we not have an annual fundraiser this year," The proper
procedure would be as follows:
First, the Chair would deal with the third (the last) motion on the floor, the substitute
motion, After discussion and debate, a vote would be taken first on the third motion.
If the substitute motion oassed, it would be a substitute for the basic motion and
would eliminate it, The 'first motion would be moot, as would the second motion
(which sought to amend the first motion), and the action on the agenda item would
be completed on the passage by the body of the third motion (the substitute motion).
No vote would be taken on the first or second motions,
Second, if the substitute motion failed, the Chair would now deal with the second
(now, the last) motion on the floor, the motion to amend, The discussion and debate
would focus strictly on the amendment (should the committee by 5 members or 10
members), If the motion to amend oassed the Chair would now move to consider the
main motion (the first motion) as amended, If the motion to amend failed the Chair
wouid now move to consider the main motion (the first motion) in its original format,
not amended.
Third, the Chair would now deal with the first motion that was placed on the floor.
The original motion would either be in Its original format (5-member committee), or,
if amended, would be in its amended format (10-member committee), And the
question on the floor for discussion and decision would be whether a committee
should plan and put on the annuai fund raiser,
To Debate or Not to Debate
The basic rule of motions is that they are subject to discussion and debate,
Accordingly, basic motions, motions to amend, and substitute motions are all eligible,
each in their turn, for full discussion before and by the body. The debate can continue
as long as members of the body wish to discuss an item, subject to the decision of
the Chair that it is time to move on and take action,
There are exceptions to the general rule of free and open debate on motions, The
exceptions all apply when there is a desire of the body to move on. The following
motions are not debatable (that is, when the following motions are made and
seconded, the Chair must immediately call for a vote of the body without debate on
the motion):
A motion to adiourn, This motion, If passed, requires the body to immediately adjourn
to its next regularly scheduled meeting, It requires a simple majority vote,
A motion to recess. This motion, if passed I requires the body to immediately take a
recess, Normally, the Chair determines the length of the recess which may be a few
minutes or an hour. It requires a simple majority vote.
A motion to fix the time to adiourn. This motion I if passed, requires the body to
adjourn the meeting at the specific time set In the motion, For example, the motion
might be: "I move we adjourn this meeting at midnight." It requires a simple
majority vote,
A motion to table, This motion, if passed, requires discussion of the agenda item to
be halted and the agenda item to be placed on "hold", The motion can contain a
specific time in which the item can come back to the body: "I move we table this item
until our regular meeting in October," Or the motion can contain no specific time for
the return of the item, in which case a motion to take the item off the table and bring
it back to the body will have to be taken at a future meeting, A motion to table an
item (or to bring it back to the body) requires a simple majority vote.
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A motion to limit debate, The most common form of this motion is to say: "I move
the previous question" or "1 move the question". or "I call the question" or simply
"question." (As a practical matter, when a member calls for the "question" the chair
can expedite things by simply asking the body if anyone wishes to continue
discussing the underlying matter. If no one wishes to discuss it further, the chair can
proceed to a vote on the underlying matter - without having to vote on the
"question", On the other hand, if even one member of the body wishes further
discussion and debate on the underlying matter, then the chair has to treat the call
for the "question" as a motion and proceed accordingly,) When a member of the body
makes such a motion for the "question", the member is really saying: "I've had
enough debate, Let's get on with the vote", When such a motion is made, the Chair
should ask for a second, stop debate, and vote on the motion to limit debate, The
motion to limit debate requires a 2/3 vote of the body, Note: that a motion to limit
debate could Include a time limit, For example: "I move we limit debate on this
agenda item to 15 minutes." Even in this format, the motion to limit debate requires
a 2/3 vote ofthe body. A similar motion is a motion to object to consideration of an
item, This motion is not debatable, and If passed, precludes the body from even
considering an Item on the agenda, It also requires a 2/3 vote.
Majority and Super-Majority Votes
In a democracy, a simple majority vote determines a question, A tie vote means the
motion fails, So in a 7-member body, a vote of 4-3 passes the motion, A vote of 3-3
with one abstention means the motion fails. If one member is absent and the vote is
3-3, the motion still fails,
All motions require a simple majority, but there are a few exceptions, The exceptions
come up when the body is taking an action which, effectively, cuts off the ability of a
minority of the body to take an action or discuss and item, These extraordinary
motions require a 2/3 majority (a super-majority) to pass:
Motion to limit debate, Whether a member says "I move the previous question" or "I
move the question" or "I call the question" or "I move to limit debate", it all amounts
to an attempt to cut off the ability of the minority to discuss an item, and it requires a
2/3 vote to pass,
Motion to close nominations, When choosing officers of the body (like the Chair)
nominations are in order either from a nominating committee or from the floor of the
body, A motion to close nominations effectively cuts offthe right of the minority to .
nominate officers, and it requires a 2/3 vote to pass,
Motion to obiect to the consideration of a auestion. Normally, such a motion is
unnecessary since the objectionable item can be tabled, or defeated straight up,
However, when members of a body do not even want an item on the agenda to be
considered, then such a motion is in order. It is not debatable, and it requires a 2/3
vote to pass,
Motion to susDend the ruies, This motion is debatable, but requires a 2/3 vote to
pass, If the body has its own rules of order, conduct or procedure, this motion allows
the body to suspend the rules for a particular purpose, For exa mple, the body (a
private club) might have a rule prohibiting the attendance at meetings by non-club
members, A motion to suspend the rules would be in order to allow a non-club
member to attend a meeting of the club on a particular date or on a particular agenda
item.
Counting Votes
The matter of counting votes starts simple, but can become complicated,
Usually, it's pretty easy to determine whether a particular motion passed or whether
it was defeated, If a simple majority vote is needed to pass a motion, then one vote
more than 50% of the body is required, So, for example, in a five-member body, if
the vote is 3 In favor and 2 opposed, the motion passes. If it is 2 in favor and 3
opposed, the motion is defeated,
If a two-thirds majority vote is needed to pass a motion, then how many affirmative
votes are required? The simple rule of thumb is to count the "no" votes and double
that count to determine how many "yes" votes are needed to pass a particular
motion. So, for example, in a seven-member body, if 2 members vote "no" then the
"yes" vote of at least 4 members is required to achieve a two-thirds majority vote to
pass the motion,
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What about tie votes? In the event of a tie vote, the motion always falls since an
affirmative vote Is required to pass any motion. So, for example, in a five member
body, if the vote 2 in favor and 2 opposed, with 1 member absent, the motion is
defeated,
Vote counting starts to become complicated when members vote "abstain" or In the
case of a written ballot, cast a blank (or unreadable) ballot, Do these votes count,
and if so, how does one count them? The starting point Is always to check the
statutes,
In California, for example, for an action of a board of supervisors to be valid and
binding, the action must be approved by a majority of the board. California
Government Code Section 25005, Typically, this means 3 of the 5 members of the
board must vote affirmatively In favor of the action, A vote of 2 to 1 would not be
sufficient. A vote of 3 to 0 with two abstentions would, be sufficient, In general law
cities In California, as another example, resolutions or orders for the payment of
money and all ordinances require a recorded vote of the total members of the city
council. California Government Code Section 36936, Cities with charters may
prescribe their own vote requirements, Local elected officials are always well-advised
to consult with their local agency counsel on how state law may affect the vote count.
After consulting state statutes, step number two is to check the rules of the body, If
the rules of the body say that you count votes of "those present" then you treat
abstentions one way, However, If the rules of the body say that you count the votes
of those "present and voting" then you treat abstentions a different way, And If the
rules of the body are silent on the subject, then the general rule of thumb (and
default rule) Is that you count all votes that are "present and voting", Accordingly,
under the "present and voting" system you would NOT count abstain votes on the
motion, Members who abstain are counted for purposes of determining quorum (they
are "present"), but you treat the abstention votes on the motion as if they did not
exist (they are not "voting"). On the other hand, If the rules of the body specifically
say that you count votes of those "present" then you DO count abstain votes both in
establishing the quorum and on the motion, In this event, the abstention votes act
just like "no" votes.
How does this work In practice? Let's look at a few examples,
Let's assume that we have a five-member city council voting on a motion that
requires a simple majority vote to pass, and let's assume further that the body has
no specific rule on counting votes, Accordingly, the default rule kicks In and we count
all votes of members that are "present and voting", If the vote on the motion is 3-2,
the motion passes, If the motion Is 2-2 with 1 abstention, the motion falls,
Let's assume we have a five-member city council voting on a motion that requires a
two-thirds majority vote to pass, and let's further assume that the body has no
specific rule on counting votes, Again, the default rule apples, If the vote Is 3-2, the
motion fails for lack of a two-thirds majority, If the vote Is 4-1, the motion passes
with a clear two-thirds majority, A vote of 3 "yes", 1 "no" and 1 "abstain" also results
In passage ofthe motion, Once again, the abstention Is counted only for the purpose
of determining quorum, but on the actual vote on the motion, It Is as If the abstention
vote never existed - so an effective 3-1 vote Is clearly a two-thirds majority vote,
Now, let's change the scenario slightly, Let's assume the same five-members city
council voting on a motion that requires a two-thirds majority vote to pass, but let's
now assume that the body DOES have a specific rule requiring a two-thirds vote of
members "present", Under this specific rule, we must count the members present not
only for quorum but also for the motion. In this scenario, any abstention has the
same force and effect as if it were a "no" vote. Accordingly, if the vote were 3 "yes",
1 "no" and 1 "abstain", then the motion fails. The abstention in this case is treated
like a "no" vote and effective vote of 3-2 Is not enough to pass two-thirds majority
muster.
And, how, exactly, does a member cast an "abstention" vote? Any time a member
votes "abstain" or says "I abstain", that is an abstention. However, if a member votes
"present" that Is also treated as an abstention (the member Is, essentially, saying,
"count me for purposes of a quorum, but my vote on the issue is abstain"). In fact,
any manifestation of intention to vote neither "yes" nor "no" on the pending motion
may be treated by the chair as an abstention, And if written ballots are cast, a blank
or unreadable ballot Is counted as an abstention as well.
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Can a member vote "absent" or "count me as absent"? Interesting question. The
ruling on this Is up to the chair. The better approach Is for the chair to count this as if
the member had left his/her chair and Is actually "absent", That, of course, affects
the quorum, However, the chair may also treat this as a vote to abstain, particularly
if the person does not actually leave the dais,
The Motion to Reconsider
There is a special and unique motion that requires a bit of explanation all by itseif;
the motion to reconsider. A tenet of parliamentary procedure Is finality, After vigorous
discussion, debate and a vote, there must be some closure to. the issue. And 50, after
a vote Is taken, the matter Is deemed closed, subject only to reopening If a proper
motion to consider is made and passed,
A motion to reconsider requires a majority vote to pass like other garden-variety
motions, but there are two speclai rules that apply only to the motion to reconsider.
First, Is the matter of timing, A motion to reconsider must be made at the meeting
where the item was first voted upon. A motion to reconsider made at a later time is
untimely, (The body, however, can always vote to suspend the rules and, by a two-
thirds majority, allow a motion to reconsider to be made at another time,)
Second, a motion to reconsider may be made only be certain members ofthe body,
Accordingly, a motion to reconsider may be made only by a member who voted in the
majority on the original motion, If such a member has a change of heart, he or she
may make the motion to reconsider (any other member of the body - including a
member who voted in the minority on the original motion - may second the motion),
If a member who voted In the minority seeks to make the motion to reconsider, it
must be ruled out of order, The purpose of this rule is finailty, If a member of
minority could make a motion to reconsider, then the item could be brought back to
the body again and again, which would defeat the purpose of finality,
If the motion to reconsider passes, then the original matter is back before the body,
and a new original motion Is in order. The matter may be discussed and debated as if
it were on the floor for the first time,
Courtesy and Decorum
The rules of order are meant to create an atmosphere where the members of the
body and the members of the public can attend to business efficiently, fairly and with
full participation, At the same time, It is up to the Chair and the members of the body
to maintain common courtesy and decorum. Unless the setting is very Informal, it is
always best for only one person at a time to have the floor, and it is always best for
every speaker to be first recognized by the Chair before proceeding to speak,
The Chair should always ensure that debate and discussion of an agenda Item focuses
on the item and the poliCY in question, not the personalities of the members of the
body, Debate on policy is healthy, debate on personalities is not. The Chair has the
right to cut off discussion that is too personai, is too loud, or Is too crude,
Debate and discussion should be focused, but free and open, In the Interest of time,
the Chair may, however, limit the time allotted to speakers, including members of the
body,
Can a member of the body Interrupt the speaker? The general rule is "no," There are,
however, exceptions. A speaker may be interrupted for the follOWing reasons:
Privileqe, The proper interruption would be: "point of privilege," The Chair would then
ask the interrupter to "state your point." Appropriate points of privilege relate to
anything that would interfere with the normal comfort of the meeting, For exampie,
the room may be too hot or too cold, or a blowing fan might interfere with a person's
ability to hear.
Order. The proper interruption would be: "point of order," Again, the Chair would ask
the interrupter to "state your point," Appropriate points of order relate to anything
that would not be considered appropriate conduct of the meeting. For example, if the
Chair moved on to a vote on a motion that permits debate without allowing that
discussion or debate.
AODea!. If the Chair makes a ruling that a member of the body disagrees with, that
member may appeal the ruling of the chair. If the motion is seconded, and after
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debate, if it passes by a simple majority vote, then the ruling of the Chair is deemed
reversed.
Cali for orders of the dav, This is simply another way of saying, "Let's return to the
agenda." If a member believes that the body has drifted from the agreed-upon
agenda, such a cali may be made, It does not require a vote, and when the Chair
discovers that the agenda has not been followed, the Chair simply reminds the body
to return to the agenda item properly before them, If the Chair fails to do so, the
Chair's determination may be appealed,
Withdraw a motion, During debate and discussion of a motion, the maker of the
motion on the floor, at any time, may Interrupt a speaker to withdraw his or her
motion from the floor, The motion is immediately deemed withdrawn, although the
Chair may ask the person who seconded the motion If he or she wishes to make the
motion, and any other member may make the motion if properly recognized,
Special Notes About Public Input
The rules outlined above will help make meetings very public-friendly, But in addition,
and particularly for the Chair, it is wise to remember three special rules that apply to
each agenda item:
Rule One: Tell the public what the body will be doing,
Rule Two: Keep the publiC informed while the body Is doing It,
Rule Three: When the body has acted, tell the publiC what the body did,
About the Author
Dave Rosenberg is a Superior Court Judge He has served as Presiding Judge of his
Superior Court for two terms, as weli as Presiding Judge of the Superior Court
Appellate Division, He has also served as Chairman of the Triai Court Presiding Judges
Advisory Committee (composed of all 58 California Superior Court Presiding Judges)
and as an advisory member of the California Judicial Council. Judge Rosenberg was
first appointed to the bench by the Governor of California In 2003, and has been
subsequently elected to office, Prior to his appointment to the Bench, Rosenberg
served as an elected County Supervisor representing the 4th district In Yolo County,
and also served as Director of Community and Intergovernmental Relations, Director
of Operations, and Senior Advisor to the Governor of California, He has served as a
member and chair of numerous state, regional, and local boards, both appointed and
elected, He has served as a member of the Davis City Council member for 12 years,
inciuding two terms as Mayor of Davis, He served two terms as Chairman of the
Board of Supervisors, He also chaired the California State Lottery Commission, the
California Victim Compensation and Government Claims Board, the Yolo County
Economic Development Commission, and the Yolo County Criminal Justice Cabinet.
He has served as Chairman of the California Law Revision Commission and as
Chairman of the District Securities Advisory Commission, the Yolo-Solano Air Quaiity
Management District, and as a member of the California Council on Criminal Justice
Planning and the California Commission on State Mandates, For many years, he has
taught ciasses on parliamentary procedure and has served as parliamentarian for
large and small bodies.
#####
The Judge Dave Rosenberg Committee' ID Number 1259379 , Vlc Bucher, CPA, Treasurer
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e
south robertson
neighborhoods council
City of Los Angeles Cerlilled NeighbOrhood Council
Rosenberg's Rules of Order at a Glance
The Three Basic Motions
Simple majority to pass / open to debate
Basic Motion: "I move that we","
Motion to Amend: suggests changes to the basic motion,
Motion to Substitute: replaces the basic motion entirely,
Special Motions
Simple majority to pass / no debate, goes directly to vote
Motion to Adjourn: ends the meeting,
Motion to Fix a Time to Adjourn: ends the meeting at a set time.
Motion to Recess: break in the meeting. Chair sets length of the break.
Motion to Table: defers the motion under discussion to a future date,
Motions that Permanently Close Discussion
2/3 majority to pass / no debate, goes directly to vote
Motion to Limit Debate: stops debate, "I move the question."
Motion to Close Nominations: stops new nominations for a position,
Motion to Object to the Consideration of a Question: rare, stronger form
of tabling, Used before debate has begun,
Motion to Suspend the Rules: temporarily changes meeting rules, Cannot
be used to suspend non-parliamentary bylaws, Can be debated,
Meeting Interruptions
May be used at any time. Chair responds by asking you to state your point.
Point of Privilege: points out uncomfortable surroundings, like a cold room
or being unable to hear a speaker.
Point of Order: points out failure to follow correct meeting procedures,
Call for Orders of the Day: points out that the discussion has strayed from
the agenda,
Appeal: reverses a Chair's ruling when passed by simple majority, Requires
a second and can be debated,
Withdraw a Motion: used by the person making the motion, Others may
immediately reintroduce the motion if they wish,
Motion to Reconsider
Simple majority to pass / open to debate
May only be made by a member who previously voted in the majority for the
item. Must be made during the same meeting (or at the very next meeting,
assuming it's been added to the agenda).
Attachment 2
Life of a Motion
1, Chair announces item
subject and number
2, Sponsor introduces
item
3, Board asks technical
questions for
clarification purposes
4, Public comment on the
item
5, Chair asks for motion
6, Chair asks for second
7, Board debates motion
8, Board votes
9. Chair announces result
Notes:
. All motions require a
second before they can
be voted upon,
You must be
recognized by the Chair
before speaking.
. Chair may set limits on
debate time or number
of speakers,
. Abstentions don't count
in vote tally,
A tie vote fails to pass,
To recuse, publicly
state reason for recusal
and leave room during
debate and vote,
ATTACHMENT 3
Simplified Roberts Rules of Order
. 'Main ideas:
o Everyone has the right to speak once if they wish, before anyone may speak a second time,
o Everyone has the right to know what is going on at all times,
o Only urgent matters may interrupt a speaker.
o The [members] discuss only one thing at a time.
. How to do things:
1. You want to bring up a new idea before the group.
After recognition by the [president], present your motion, A second is required for the motion
to go to the floor for debate, or consideration. .
2. You want a motion just introduced by another person to be killed.
Without recognition from the [president] simply state "I object to consideration," This must
be done before any debate, This motion requires no second, is not debatable and requires a 2/3
vote,
3. You want to change some of the wording in a motion under debate,
After recognition by the [president], move to amend by
1. adding words,
2. striking words or
3. striking and inserting words,
4. You like the idea of a motion under debate, but you need to reword it beyond simple
word changes.
Move to substitute your motion for the original motion, If it is seconded, debate will continue
on both motions and eventually the body will vote on which motion they prefer.
5, You want more study and/or investigation given to the idea under debate.
Move to refer to a committee. Try to be specific as to the charge to the committee.
6, You want more time personally to study the proposal under debate,
Move to postpone to a definite time or date.
7, You are tired of the current debate.
Move to limit debate to a set period of time or to a set number of speakers, Requires a 2/3
vote.
8, You have heard enough debate.
Move to close the debate. Requires a 2/3 vote,
Or move to previous question, This cuts off debate and brings the assembly to a vote on the
pending question only. Requires a 2/3 vote.
9. You want to postpone a motion until some later time.
Move to table the motion, The motion may be taken from the table after I item of business
has been conducted. If the motion is not taken from the table by the end of the next meeting, it
is dead, To kill a motion at the time it is tabled requires a 2/3 vote, A majority is required to
table a motion without killing it.
10. You want to take a short break.
Move to recess for a set period of time.
11. You want to end the meeting.
Move to adjourn.
12. You are unsure that the [president]has announced the results of a vote correctly.
Without being recognized, call for a "division of the house." At this point a standing vote will
be taken.
)3, You are confused about a procedure being used and want clarification,
Without recognition, call for "Point of Information" or "Point of Parliamentary Inquiry," The
[president] will ask you to state your question and will attempt to clarify the situation.
Simplified Robert's Rules of Order
page 20f2
14. You have changed your mind about something that was voted on earlier in the meeting
for which you were on the winning side. .
Move to reconsider, If the majority agrees, the motion comes back on the floor as though the
vote had not occurred.
15. You want to change an action voted on at an earlier meeting.
Move to rescind. If previous written notice is given, a simple majority is required. If no notice
is given, as 2/3 vote is required.
. You may INTERRUPT a speaker for these reasons only:
o to get information about business - point of information
o to get information about rules - parliamentary inquiry
o if you can't hear, safety reasons, comfort, etc. - question of privilege
o if you see a breach of the rules - point of order
o if you disagree with the [president]'s ruling - appeal
. You may influence WHAT the [members] discuss:
o if you would like to discuss something - motion
o if you would like to change a motion under discussion - amend
. You may influence HOW and WHEN the [members] discuss a motion:
o if you want to limit debate on something - limit debate
o if you want a committee to evaluate the topic and report back - commit
o if you want to discuss the topic at another time - postpone or lay it on the table
o if you think people are ready to vote - previous question
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'Parliamentary Procedure Motions Chart
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Recess j[1D[AJrr0JD
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"",hh"... " 00 J~DD[gJD
Close Debate ]~DDfY3J[]
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1~()~!p()Il~I() !:a,!;i!i~e... """.I ~ [i?J[AJI1\1...lliD
Refer To Committee ... .."""J~[i?J[AJrM..I[]
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Amend Amendment ....... J~lI5JrJ[i\1][]
...._m__ ............... ~.m_...
.~()stpon~IIl~~!initely ...."I~[I)J[AJrr0J[]
Main Motion j~~J[AJ[1\1]~l
.,,_._..~.'..~w 0 0 ..-...-...-
.
. S ~ Must Be Seconded D ~ Debatabte A ~ Amendable M ~ Requires A Simple Majority Vote
2/3 ~ Requires A 2/3 Vote R ~ May Be Reconsidered Or Rescinded
Adapted from Case Western Reserve Graduate Student Senate; changes in [ ]
http://www,cwru,edulorgs/gradsenate/rutes/handbookhtmt