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HomeMy WebLinkAboutItem 5b - Complaint and Request for Censure HearingPersonnel Board Advisory Opinion City of San Luis Obispo Personnel Board August 11, 2026 TO: FROM: Calvin Stevens, Chair of the Personnel Board & Markie Kersten, Assistant City Attorney and Legal Advisor to the Personnel Board I.INTRODUCTION Pursuant to Chapter 8 of the City of San Luis Obispo’s Council Policies and Procedures (the “Censure Policy”), on July 13, 2026, Councilmember Jan Marx submitted to the Chair of the Personnel Board, Calvin Stevens, a written complaint and request for a censure hearing against Mayor Erica A. Stewart (the “Complaint”). (Attachment A.) Specifically, the Complaint alleges that Mayor Stewart arguably violated California Penal Code Section 933.05(f) and City of San Luis Obispo Code of Ethics Section II(D) by sending a copy of the San Luis Obispo County Grand Jury Report “Round & Round with Town & Gown” (the “Report”) to then Cal Poly Community Relations Director, Courtney Kienow, prior to the Report’s public release (the “Disclosure”). The Complaint further alleges that communications between Mayor Stewart and Kienow raise the inference that they both “understood that the document was confidential and therefore the Grand Jury did not give the draft document to Cal Poly” (Attachment A, p. 19) as well as the inference that Mayor Stewart “did not intend to disclose the fact that she had leaked the draft Report to Cal Poly herself…” and that such non-disclosure “could be considered a cover-up.” (Id. at p. 20.) On July 23, 2026, Mayor Stewart submitted a letter in response to the allegations in the Complaint for the Personnel Board’s consideration, stating in part: “At the time [I received the Report] on June 13, I believed the report was already distributed by the Grand Jury to Cal Poly as a stakeholder and that my sharing of the report, when done, was to an approved and authorized recipient who was a qualified ‘affected agency’ or ‘entity’ entirely entitled to the report at the time. My good- faith understanding, in that moment, was that providing the report to Cal Poly was not a disclosure to an outsider, but a sharing among those the statute itself contemplates as entitled to review it, for the very purpose that brought it to me: to ensure the accuracy of the findings before they became final.” (Attachment B.) II.STATEMENT OF FACTS As described in the Complaint, on June 13, 2025, Mayor Stewart received a copy of the San Luis Obispo Grand Jury Report titled “Round & Round with Town & Gown” and within a few hours, sent it to Courtney Kienow, a senior member of Cal Poly administration, in advance of the public release of the Report. The cover page of the Report included a “confidential” stamp and advised Mayor Stewart of Penal Code Section 933.05(f)’s prohibition against disclosure prior to the public release of the report. In the days following, Mayor Stewart and Kienow exchanged text messages Page 9 of 12 City of San Luis Obispo, Title, Subtitle regarding the contents of the Report generally as well as the Mayor’s Disclosure to Kienow in advance of the Report’s public release. (See Attachment A, Exhibits A-C.) On June 16, 2025, Kienow sent an email to the Grand Jury proposing factual corrections to the draft Report and provided a copy to the City Manager, Mayor Stewart, and Cal Poly Pres ident’s Chief of Staff. (Attachment A, Exhibit E.) The Report was released publicly on June 23, 2025, with no changes to the original draft provided to Mayor Stewart. Kienow also later submitted a copy of Cal Poly’s proposed corrections to the Report as agenda correspondence for the September 15, 2025 City Council meeting, during which the City finalized its public response to the Report. (Attachment A, Exhibit D.) On April 27, 2026, approximately ten months after the City and Cal Poly’s submission of comments to the Grand Jury prior to public release, the Grand Jury issued its Compliance Report, which stated in relevant part: “Evidently Cal Poly was given a copy of the final report prior to its release date. This action is not in compliance with the procedure described in the Penal Code,” in reference to observing, through review of agenda correspondence for the City’s September 16, 2025 meeting, that Kienow sent Cal Poly’s corrections to the Report to the Grand Jury a week in advance of the public release (Attachment A, Exhibit H.) On or about May 30, 2026, social media posts began circulating regarding the premature disclosure of the Report, with speculation that it may have come from City Manager, Whitney McDonald. Ms. McDonald responded to a concerned citizen that contacted the City Council denying these allegations. At that time, the City Attorney’s Office was unaware of any prior allegation of premature disclosure in violation of law. On June 2, 2026, to better understand the Grand Jury’s comment in the Compliance Report and the public’s concern, City Attorney’s Office staff reviewed potentially responsive records gathered in response to several pending requests for voluminous scopes of records, which confirmed the truthfulness of Ms. McDonald’s statements and revealed that Mayor Stewart provided an advance copy of the Report to Kienow. On June 11, 2026, after completing a more focused review of records potentially responsive to the multiple pending records requests and with specific focus on those potentially related to the alleged premature disclosure by the City, the City Attorney’s Office identified and produced a series of texts previously provided by Mayor Stewart, but that were erroneously omitted from prior productions. The June 11 production included an email from Mayor Stewart reflecting the Disclosure that was in a batch of records that had not yet been reviewed for production, as well as the subject text messages determined to be responsive to a pending Public Records Act request for communications between Mayor Stewart and Cal Poly officials. III. PROCEDURAL BACKGROUND Pursuant to Section 8.3 of the Censure Policy, “any member of the City Council may submit, in writing to the Chair of the Personnel Board, a complaint and request for a censure hearing concerning an alleged violation of law or serious violation of City pol icies by another member.” Within thirty (30) business days of receipt of the Complaint, the Personnel Board shall review the record and either: 1) issue an advisory opinion to the Council; or 2) conduct further investigation and/or a hearing on the matter. (Censure Policy §8.3.3.) Page 10 of 12 City of San Luis Obispo, Title, Subtitle The Personnel Board met on July 27, 2026, in the Council Hearing Room located at 990 Palm Street, San Luis Obispo, California, to review the Complaint in accordance with Section 8.3.3. Only three members of the five-member Board were present (Chair Stevens, Member Ponce, Member LeMieux), which was sufficient to establish a quorum. Based on the evidence presented in the record before the Board, the Board concluded there was sufficient evidence to issue an advisory opinion and that additional investigation was unnecessary. The majority direction from the July 27, 2026, meeting is discussed in further detail in Section IV below. IV. ADVISORY OPINION The Personnel Board is tasked with determining whether “there is sufficient evidence to believe or not believe that the alleged violation of law or serious violation of adopted City policy occurred…. [and] shall also make a recommendation to the Council [as to whether] the complaint is supported by sufficient evidence of a violation of law or serious violation of adopted City policy to warrant a censure hearing….” (Censure Policy § 8.3.8). As a matter of statutory construction, the Censure Policy requires the Board to determine both whether the factual allegations are supported by sufficient evidence and whether a censure hearing is warranted. (See Censure Policy §§ 8.3.8 and 8.3.9.) According to Section 8.2.1 of the Censure Policy: “Censure is a formal Resolution of City Council reprimanding one of its own members for specified conduct, generally a violation of law or of City policy where the violation of policy is considered to be a serious offense. Censure should not follow an occasional error in judgment, which occurs in good faith and is unintentional. Censure carries no fine or suspension of the right of the member as an elected official, but a censure is a punitive action that serves as a punishment for wrongdoing.” At the July 27, 2026, meeting, the present Board unanimously agreed that there was sufficient evidence in the record to issue an advisory opinion regarding the Complaint, however, the then- present Board was split as to the substantive conclusions and recommendations of such advisory opinion. By a 2-1 vote (Member Ponce dissenting), the majority of then-present members directed the Chair and the Assistant City Attorney to prepare an advisory opinion finding that the Disclosure constituted a serious violation of the City’s Code of Ethics prohibiting disclosure of confidential information, but that in light of the definition of censure and the Censure Policy’s purpose, and all facts and evidence before the Board, a censure hearing before the Council is not warranted. Specifically, the majority of the then-present Board found that the facts and evidence before the Board indicated that Mayor Stewart’s Disclosure was done in good faith as an effort to increase collaboration between the City and Cal Poly and ensure an accurate Report, and was based on an incorrect assumption that Cal Poly was an “affected agency” under Penal Code Section 933.05(f) that would receive an advance copy of the Report from the Grand Jury directly. The majority of the then-present Board reasoned that Mayor Stewart’s Disclosure was an unfortunate, but occasional and unintentional error in judgment. Therefore, while the alleged violation of City policy prohibiting disclosure of confidential information occurred, and is “serious” in nature, the majority of the Board does not recommend that a censure hearing is warranted before the Council. Page 11 of 12 City of San Luis Obispo, Title, Subtitle The Board did not conclude whether the Disclosure violated law, specifically Penal Code Section 933.05(f). As of the date of this advisory opinion, to the City’s knowledge, no agency with jurisdiction over the alleged Penal Code violation has issued any official determination that Mayor Stewart’s Disclosure constitutes a criminal violation of the Penal Code section alleged or any other law, nor has the District Attorney filed any charges against Mayor Stewart related to the Disclosure. V. CONCLUSION Pursuant to the Censure Policy and for the reasons stated in Section IV above, the Personnel Board finds that Mayor Stewart’s Disclosure is a serious violation of Code of Ethic’s Section II(D), but it does not recommend a censure hearing before the City Council. The Council Policies and Procedures direct that this advisory opinion shall be “forwarded to the City Council and no further action shall be taken, unless the City Council directs, by a majority consensus of the City Council during Council Communications, the matter to be placed on its agenda for further consideration.” (Censure Policy §8.3.9.) Page 12 of 12