Cities Index.
Presentation - est. 5 minutes

San Jose City Council
May 20, 2025

Document
Presentation - est. 5 minutes
Meeting
May 20, 2025
Body
San Jose City Council
Original file
90 KB
Text extracted from the city's file for reading and search. Open the original on legistar.granicus.com. That file is the official record.

City Council
Policy 0-47:

Transition of
Elected
Officials
Seamless Transition
Framework for
Incoming and
Outgoing Offices
Presented by: Toni J. Taber, MMC
Purpose and Scope
- Standardize transition
processes for elected officials
- Ensure service continuity
during transitions
- Govern digital
communications, constituent
data, equipment, and access
Key Policy Components
- City-based accounts for official communications
- Constituent data centralization
- Asset inventory management
- Onboarding and offboarding procedures
- .gov domain adoption
Recommendation 1 – City-Based Accounts
- Use City accounts for social media, CRM, domains,
subscriptions
- ITD and City Clerk to have administrative access in
order to ensure City paid for data is retained by the City - Councilmembers may maintain personal accounts
Recommendation 2 – .gov Domain
Compliance
- AB 1637 mandates .gov domain by 2029
- Policy 1.7.9 updated in FY 2025-2026
- ITD and City Manager to lead transition
Recommendation 3 – Business Social Media
Accounts
- Provide business-style accounts for City use as the
primary account for constituent communications
- Administered by ITD
- Offices maintain content responsibility
Recommendation 4 – Transition
Coordination
- Led by City Clerk’s Office and coordinated with
City Manager’s office and City Departments
- City Clerk responsible for assisting with
onboarding
- City Manager responsible for orientation and
training for new officials
Recommendation 5 – Asset Inventory
-Checklist maintained by each office on a form provided by the City Clerk
- Covers tech and event-related assets
- Shared quarterly with City Clerk
- Final reconciliation and asset return for outgoing
Recommendations 6–8 – Additional
Considerations
- Legal review completed
- No exemptions post-2025 for non-City accounts
- Future evaluations to improve process
Implementation and Next Steps
- Clerk’s Office to evaluate transitions and meet with relevant departments after each transition period to debrief and provide learning opportunities to improve processes.
- Policy refinements ongoing
- Full compliance by end of 2025

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