Board Policy Statement
BP No. 5
Initiative, Referendum & Recall Petitions

DATE APPROVED:  May 17, 1993

 

         Regulations for Initiative and Recall Petitions
Steps to Take Before Circulating a Petition - Initiative or Recall
Acceptable Practices During the Petition's Circulation 
Post-Petition Circulation Procedures

Any initiative, referendum, or recall petition must have a total number of signers greater than ten percent (10%) of the corporate members as of the preceding July 1.  All signers must have signed in person, and in addition to their signatures, will show a legible printed version of his or her name, recreation card number and the expiration date thereof.  The completed petition will be filed with the Secretary of the corporation. 

A recall petition will set forth the name of the director or directors whose removal is desired and will be processed in accordance with "Regulation for Initiative and Recall Petitions" (attached) as adopted by the Board of Directors on Oct. 30, 1985. (Reinstated May 26, 1994) 

A referendum petition must set forth the existing policy or regulation that is being challenged in clear and precise language that will allow the challenge to be determined by a "YES" OR "NO" vote.  Any proposition will be subject to the requirements and limitations of the Sections 3 and 4 of Article XII of the RCSC corporate Bylaws. 

Before an initiative petition is filed, the party or parties intending to circulate and file such a petition, will submit the proposal (in the language that the initiative will contain) to the RCSC Board of Directors.  The Board will have 60 days from the date of submission to accept or reject the proposal.  If the proposal is rejected, the petition may then be filed with the Secretary of the Board.  Any initiative petition will be subject to the requirements and limitations of Sections 3 and 4 of Article XII of RCSC corporation Bylaws.

If an initiative or referendum petition is filed with the Secretary of the Board, the Secretary will have 30 days from the filing to determine and announce whether or not the required number of signers has been obtained.  If signer validation is obtained, the Elections Committee will conduct an election, according to procedures that it will determine, within 60 days of the validation announcement.
 

REGULATIONS FOR INITIATIVE AND RECALL PETITIONS 

On October 30, 1985 the Board of Directors approved a policy on Initiative and Recall Petitions to provide equitable procedures to assure fair dealing in such matters and to provide a means for conciliation of disputes in a fair, dispassionate, time and money-saving manner.  In the guidelines defining process, the Board examined the following considerations and urges the members to weigh their importance. 

Issues which give rise to initiative petitions involve substantial rights which, in our democratic society, must be protected.  We must protect the rights of proponents of petitions and the rights of members who have not signed the petition but who now will be involved as a consequence of the petition. 

Protection must also be afforded to the Rec Centers Corporation because of the unbudgeted expenses made necessary by any initiative.  There will be the costs of the validation process, special election expenses (printing, mailing, etc.) and the costs of legal consultation on the issue.  In extreme cases, there may be costs of litigation should the issue require court intervention.  These can indeed be very heavy dollar costs. 

Additionally, initiative and recall petitions divert the working time and energies of the Board and of a considerable portion of the administrative staff from normal duties and affairs to the processing of the petitions, their validation and the follow-up election.  Necessary duties and responsibilities may be neglected and set aside to accommodate to the pressures of the initiative. 

There are other dollar costs involved.  Some initiative petitions exact a heavy toll by creating controversies which divide the community.  If the petition is offered in good faith, its divisiveness can and should be minimized by a restrained campaign unmarred by rancor and hostility.  Sometimes, however, an absence of restraint divides and polarizes the community.  Rumors and misstatements may be used to inflame and disrupt relationships and destroy the harmony which has sustained our Sun City way of life. 

Costly, too, is a recall petition based on frivolous, inconsequential, petty reasons, charges which fall far short of malfeasance or misfeasance.  An elected representative must remain responsible to those who elected him or her without being made subject to the transitory whims of that electorate if he or she is to properly carry out the duties of his or her office. 

Recall is the right of the electorate which cannot be invoked lightly.  It should and must be used only in cases where substantial charges (malfeasance or misfeasance) can be alleged.

These guidelines provide a mechanism which can guarantee a fair and equitable hearing to proponents of initiative and recall petitions.  This approach will assure Board consideration of each proposed petition at a special Board meeting where proponents may present their case.  The Board will study the issue and render a written position.  If the Board approves, it will act to implement.  If it denies action on the issue, proponents would be free to initiate the petition process.  

If we can resolve issues without the necessity for costly member action through the petition process - we, Board and members, will achieve enormous savings in terms of dollar costs; but, more importantly, we can prevent disharmony and divisiveness in Sun City. 

I.       STEPS TO TAKE BEFORE CIRCULATING A PETITION - INITIATIVE   OR RECALL 

            A.  Consider alternatives before you begin the petition process because: you, along with every other Rec Centers' member, will pay the cost of a petition check, legal research and election.  Checking petitions and holding elections are time-consuming, expensive and sometimes divisive.  You are encouraged to use communication avenues always open.  It makes sense to use these free forums before resorting to the formal, expensive petition and election procedure. 

            1.   Have you taken advantage of: 

                    a.  Listening Center - where you can bring your matter to the direct  attention of a
                         Board member?

                    b.  Board Meetings and Membership Meetings - where you can express your
                         concerns directly to the Board?


                    c.
  Board President and Officers - Have you made an appointment to speak with                                any of them? 

   2.   If the matter is new, have you brought it to the attention of the Board?  Make a direct,
organized, and honest request to the Board indicating:                       

                        a.  The problem. 

                        b.  The percentage of members benefiting and affected by the proposal.           

                        c.  The cost to the members. 

                        d.  The outcome if the proposal is not adopted. 

     e.  Any other information you believe to be relevant and pertinent.

   3.    If the complaint or request involves action the Board has previously taken, have you asked the Board to:               

                        a.  Remove the portion you deem objectionable? 

                        b.  Repeal the objectionable action or rule? 

                        c.  Refer the matter to a vote of the members?                 

            4.   If numbers 2 or 3 above fail, have you asked for a formal hearing before the Board to
                  present your case to avoid the heavy cost to the membership of the petition process?

            5.   If your matter involves a proposed recall of a Board Member, have you: 

                        a.  Asked the Board member to resign?

                        b.  Asked the Board to refer the question to the voters?    

            B.   File your intention to circulate your petition with the Board's Secretary.  Make an
                  appointment   with the Board Secretary to:
 

                1.    Submit: 

                        a.  The names, addresses, and telephone numbers of the two or
                             more petition organizers. 

                        b.  The organization, if any, supporting the petition. 

                        c.  The text of the proposed petition. 

                2.    Receive from the Secretary: 

                        a.  A blank official petition form for use by all circulators. 

                        b.  Petition regulations. 

                        c.  Your petition registration number. 

     d. Recommendation to consult with your attorney on appropriate wording of your
   petition to conform to State statutes, since a petition in  substantially improper
   legal form will not be accepted by the Court  and might result in the defeat of
   your proposal.
  

         The Board Secretary notifies the Board and any other departments or
         individuals affected by your petition at this time.                      

            C.   Print and number your petitions. 

                  1.    Use the form attached to print as many copies as you need to circulate your
                          petition. 
NOTE: NO OTHER FORM IS ACCEPTABLE.  Number  each
                          page.  Each page should have: 

                            a.   The exact wording of the petition on it. 

                            b.    A control number on it. 

                            c.    The Certification on the reverse side. 

            D.   Select and orient your future circulators to the regulations and procedures to follow in
                   circulating petitions. 

            E.   Return your printed petition to the Board Secretary and receive your petition starting
                  and completion  dates. The completed petition must be returned within six months.*
                  At this point, your petition drive begins.  *  Petition should be returned within 120
                  days as outlined  in the Arizona State Statutes.
 

II.        ACCEPTABLE PRACTICES DURING THE PETITION'S CIRCULATION 

            A.  All circulators: 

                        1.  Must be current Rec Centers' members. 

                        2.  May not use intimidation, misleading statements or payments in securing
                             signatures. 

                        3.  Obtain signatures of current Rec Centers' members only.  (Privilege card
                             holders and renters are not eligible to vote.) 

                        4.  Must certify, as their legal obligation requires, that he/she witnessed the
                             signatures of each individual signing; and in the absence of such certification,
                             the Courts have held there is no presumption that the signatures are of}
                            qualified members. 

            B.   Circulators should ask the potential signers these questions: 

     1.      Are you a current Sun City Rec Centers' member?

     2.      Would you sign this petition for....(state purpose)? and look at the Rec.
              Card.
(Amended Aug. 25, 1994)                                                

            C.  Petitions will NOT be: (Amended Aug. 25, 1994) 

    1.  Circulated within Rec Centers' activities or buildings to avoid disruption of
         recreation activities. Petitioners may station themselves outside Centers. 
         For further information on appropriate places, see the Operations Manager. 

                       2.  Placed on tables or counters at banks, churches, hair salons, or other gathering
                            places not under the immediate supervision of the circulator. 

             D.  Signers of the petition, in addition to being current Rec. Centers' members must: 

                        1.  Be the actual person - a wife may not sign for husband or vice versa. 

                        2.  Actually sign in ink.  A printed "signature" is not  acceptable..... unless that is
                             the usual way the person signs. 

                        3.  Indicate date on which they signed; otherwise signature is voided.

                        4.  Write legible address and Rec Card number.

                        5.  If signature is illegible, signers should be asked by circulators to print above
                             name. 

   E.   Signers of the petition may withdraw their signatures at any time during the validation process.

III.       POST-PETITION CIRCULATION PROCEDURES 

            When your petition circulation is complete: 

            A.  File your completed petition with the Board Secretary in book form, including: 

                        1.  A cover page specifying the numbers of individual petitions filed, the total
                             number of signatures claimed, and the date submitted.                                        

            B.  The Board Secretary will: 

                        1.  Give you a dated receipt for your completed petition.

                        2.  Number each sheet 

     3.  Notify the Board of the receipt of your completed petition.                       

     4.  Initiate the petition verification process. 

            C.  The signature check will include, but is not limited to,  the following: 

                        1.  Investigation of circulators: 

                             a.  Circulator must be a current Rec Centers' member. 

                             b.  Circulator must witness every signature. 

                             c.  Circulator must sign the affidavit of circulator on the reverse  side of the
                                   petition. 

                   d.  If it appears that one spouse has signed for the other, the individual petition
                                  is set aside until a thorough check has been made.  If a person admits that
                                  he/she signed for a spouse, whereas the circulator certified that every
                                  person signed for himself or herself before that circulator, the certification
                                 will be considered false and unworthy of credit - thus discrediting that
                                 individual petition.  If this is found on several    petitions of the same
                                 circulator, all petitions filed by that circulator
are discredited. 

                            e.  Fraudulent or misleading statements made by the circulator. 

                         2.  Inspection of signatures for: 

                             a.  Legibility.                       

                             b.  Printing instead of signing. 

                             c.  Absence of dated signature. 

                             d.  Absence of post office address.                                

                             e.  Verification of Rec Centers' current membership. 

                             f.   Verification by name and number. 

                             g.   Duplicates              

            D.   Time required for petition verification. 

     Normal certification time is 20 working days.  If any unusual circumstances occur
     which require additional time or staff or both, the checks will take longer. 
     However, if irregularities are found which require extensive verification, the
     completion of the verification process will take  as much time as needed to check
     the irregularity.  To allow time for this process, it is recommended that petition
     organizers allow at least two months for the verification process in their timetable.

            E.         Upon completion of the verification process: 

                        1.  The Board Secretary will provide you with a certificate of sufficiency  attesting
                              to the validation of your petition. 

                        2.  The Board will set the date for an election to present your petition to the
                              members for their vote.

              3.  If your originally submitted signatures are certified insufficient,  you  may submit
                            one additional set of signatures within ten (10) days of   that certification. 
                            Excepted: Where fraud is evidenced, no further signatures will be accepted. 

                        4.  If these are insufficient, your petition is declared invalid. 

                        5.  If signature is illegible, signers should be asked by circulators to print above
                             name. 

ATTACHMENT:   Sample petition page - front and back. 

NOTE: If these guidelines appear somewhat heavily weighted toward discrediting signatures, we want future petitioners to be aware that there are as many as 23 valid legal reasons for not counting a signature.  This does not mean that the Courts or the Board are opposed to the use of the initiative or recall petition.  It merely guarantees that these fundamental rights of the electorate are not misused by groups operating outside the constitutional and statutory requirements as presently conceived under the law.

BOARD POLICY RESOLUTION INDEX 


 

Recreation Centers
 of Sun City, Inc.

10626 W. Thunderbird Blvd.
Sun City, AZ 85351
email
boardoffice@sunaz.com
 

Tel 623-561-4600
Fax 623-561-4601
 

  
 

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