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STATE OF OREGONDEPARTMENT OF JUSTICE

ATTORNEY GENERALʼS

PUBLIC RECORDS

AND

MEETINGS MANUAL

¤e~. *¥{·:i>;¥I~ ..° ·- F` ...I.I_III IA I;I Q:,J¤

mI.1;;¤j E

I-LY

HARDY MYERSAttorney General

J anuary 2008

{ €$....:`§I·Z£E?§

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'

State© 2008

of Oregon acting by and throughDepartment of Justice

All rights reserved

HS

Additional copies may be purchased from:Publications

Department of Justice1162 Court Street N.E.

Salem, Oregon 97301-4096

For current price please call:TTY:

(503) 378-2992r¤nn\ *10: Ohhh(BDU) 'I JD-ZWJU

r

Introduction ..— Preface ....... .

A IIIL- IIA- ·

TABLE OF CONTENTS

I. PUBLIC RECORDS

|-LA DS"!.} tn Innnnnf Dnklin DnnnvilsI A. WI10 Islas the iugnt to mspect ruuuc necurus ...........................

u un". : ¤..m....e en nm Dublin D¤4·m·d¤ Law'? I___

Page

.........xi

.......xiv

........... 1IIIIIIIIII2- U. WH0 IS DIlD_|BCI. IU lll!} 1'I.IUll\$ 1\¤\30l\.l¤ naw A ................ ...... ...... .............¤

1.I 2.

Public Bodies....Private Bodies...

I rw t1n.-4. *|1......-.2I... A-, . PA-,--AA Inv il" IC. WINE KCCONIS ATC LJOVETEG Dy [D8 L

1. Writing.............................................A nn-, -..-.I f\.;_...1 I T......I ..- D .·.•.·.$.·.AA

HW . ............

..,........ 2

...........3...........4

...............................................

..... 57

I 2. Prepared, Owned, Used or Ketameu ................ .. .................................. r

. D. How Can a Person Inspect or Obtain Public Records? ...................... 8

. 1.2.3.

v—

4.· 5.I 6.

Making a Request ................................................................................

8Records Custodian.......................................................................

........9

Responding to a Request ......................Proper and Reasonabl

e Opportunity to

Copying ................................................Public Bndv Preroqatives ....................

.

Inspect ...................

I. Il!JLI\l .I.J\I\·I_ I LVLVBRULVVD •••••••••••••··•••••¤•••••••••¤•••¤•4•••¤·¤•»•••••••

¤ Drntnntivn P11In¤ _ _ __________________A_____________

...............

.9

.............. 10

.............. l2

.............. 13I............. 13ZL FIULGULIVU 1\I.|.1G¤ .........Hs.............•.•.•.....•.................•.•...•............... aq

b. Fees ..................................................

,...........................................

in(1) Fee Schedules .............................................................

....... 16

( 2) Waiver or Reduction of Fees .............................................

17(¤)(b)(<=)

Prohibitions on Fee Waivers/Reductions .............

Public Interest Test. ..............................................Decision on Fee Waiver or Reduction .................

c. Consultation with Legal Counsel ........................................rl Tlnqfrnntinn nfpithlin Ri-tchfds IIIIII.III.II................. . .............

......... 17

......... 18

......... 20

.........22.........22U. IJUDIJHULIULI UI. I BUILD 1.\U\1\I.l\.I¤ ..-U---.---»•••••••••••••••••••••••-•·••·...••·••.•• uu

What Pnhlic Records Are Exemnt from Disclosure? .....Qylin VY unl. 1. uuuu 1.\w\»un usr tx: v sanvnuyu

The Nature ofthe Exemptions....

iii

..................

.23

..................

.23

(1*

U

.3 WiIVIAI

I I II

I

I

}V

TABLE OF CONTENTS — ContinuedPage

2. What are Conditional and Unconditional Exemptions fromDisclosure? ......................................................................

........ 25

3. What Is “The Public Interest in Disclosure"? ................4. The Catalogue of Exemptions ....................................

...a. The Personal Safety Exemption...............................

................

.27

.................

.28

..............28..:;;;.4:-.. )f\

b. The Public Employee Photo LD Badge and Card bxempnon ...... Ju"' *-°* ° -"'.*' 1-gr"] vv _ --"-_ M l"_¤' "-—`V www" *7777717 rr

n 'T'l·•¤ "("n1·n·lifinn¤l" Pvnmntinnc ni" (lng lo') {Ol

( l )(2)(3)(4)(5)

LUHUIUUHHI DAUIIIPLIUHS Ul URO |.7L.JU1 ..............

Public Records Pertaining to Litigation ..................Trade Secrets.....................................................

......Criminal lnvcstigatory Material ........Tests and Examination Material .......n.-..:........- n-,......1.. 11,.....:;....1 i.. L- ¤..I. •.......u·-AHDSIIICSS KCCOICIS K€q\.llI'8G E0 DB 5l1DIl1lIlZC(1 ..........vs us-•. . A ·II11·In. ....I -re-.-

...........31

...........31

........... 33

........... 35

...........39

...........40

(6)(7)(8)(9)

(10)(1 1)(12)(13)(14)(15)(16)(17)(18)(19)(20)(21)

(22)(23)(24)

Real Estate Appraisal Information .....................................

41Employee Representatio

n Cards ....................................

.....41

Civil Riizhts Investigation Materia]....................................

42Unfair Labor Practice Complaints .....................

.Debt Collection Agency Investigation Records ..Archaeological Site Information.......................

..Personnel Discipline Actions ..............................

..............

.42

..............

.42

..............

.43

..............

. 43

information about Threatened

or Er1dangered*Species

......45Faculty Research..........................................................

......46

Computer Programsfor the Use of Public Bodies .............47Agricultural Producer Indebtedness Mediation Data .........48Unsafe Workplace Investigation Materials......................

..48

Public Safety Plans ............................................................

49Telecommunications UtilityeAudits ..................

.Residence Address of Elector ............................Housing Authority and Urban Renewal

Agency Records.................................................Interference with Property or Services..............

.Security Measures..............................................Ol-ISU and (ll IS Donation Records ...............I.

_.

...............

.49

...............

.50

...............

.51

...............

. 52

...............

. 52

...............

. 53\I1.1\J\J GMU \}\JsJ LIUUBLIULI 1.\\.¢\¢\.!|\J¤•••.............•....•.•••••••.•..• JJ

1V

t

,

,—

\ r.

`

VL

I 1

I

*|ʻ

I

ʻ

ʻ

l

Y

_ d.

Ilr

i

I'n

I`V

L

I

(

ʻ.

0

I

1 l

1

1

.

1

I `

TABLE OF CONTENTS — ContinuedPage

(25) OUS Donation Records......................................................

53(26) Commodity Commission Filers .....................................

....54

(27) Financial Transfer Records ....................................(28) Social Security Nmnbers in Particular

Court Records ......................................(29) Student Electronic Mail Addresses ......\¤.r [ Lrl\•\•\ill\v A-ll»\•\¤f\¤\llll\¢ AVAIALI L l\&\l~I\fIJ¤)U¤} •••¤•••••l•••••••·¤¤•··•

(30) OHSU Medical Researcher

Records ......................(31) Public Safety Officer and Attorney Voter Registra

Records....................................................f1') \ D. ILUA Q-!-..•-U f\¤.1·..¤.. .... A A •.4........ \T..... ..- n --2- :.

............ 54

............ 54

............55

............55tion *ʻ............ 56 `

(32) ruouc zsarety

umcer and Attorney Names Contained InCounty Real Property Assessment or TaxationRecords ............ .

5...

(33) Land Management Plans.............The Exemptions of ORS 192.50

2 .........

5;;...56...........57........... 58

iU•u.... MAJ]

(1) hitemal Advisory Communications .................................(a) Types of Records.................................................

.....( b) Balancing Disclosure and Nondisclosurc...........II...I

S I1?] *

I. I

I IIIV ..·•. .u..“..a¤ ¤.».¤v.v¤•.u.v nun4.wvuusuvavauav.................».V |1. gill\ I B

(2) Personal Privacy Exemption .................(a) Personal Information ....................

.(b) Unreasonable

Invasion of Privacv.

v-_'mv I'1 · I IIIII

I

......,5 I ~`· I"a111

· ei 2. I'xv, •'...•-•-•.--¤v•v •44v••uAu;; uva. 1. LAYINVJ •••••••••¤•¤•••¤¤¤¤¤••¤•••••••MQ"

(c) Balancing Disclosure and Nondisclosure......(d) Application of Exemption ...........................

..(3) Public Employee Addresses,

Social SecurityNumbers, Birth Dates and Telephon

e Numbers

(4) Confidential Submissions .....................................

''' "" `` '

.............67

............. 68

............. 73

............. 74\ ., .-...-—-..•A••• ».;»v;Anvuavsau ••••••••••••••••••••••·¤¤¤···••••••••••••••••••••» l'I'

Corrections and Parole Board Records ...............(6) Lending Institution Records.............

(7) Presentence

and Probation Reports.(8) Federal Law Exemption ..................

.(9) Other Oregon Statutes

Establishing SpecidcExemptions .......................................

....(a) Personal Information ....................................

..............

. 79

..............

. 81

..............

. 81

..............

. 82

..............

. 82

..............

. 83

V

(10)(11)

(12)(13)

(14)

(15)

(16)(17)(18)(19)(20)(21)(22)(23)(24)

(25)(26)(27)(28)(29)(30)(31)(32)(33)(34)

TABLE OF CONTENTS —ContinucdPage

(b) Attorney-Client Privilege .............................................

86Transferred Records.....................................................

...... 87

Security Programs)

for Transportation of RadioactiveMaterial .....................

..I................,.......................

88PERS Noniinancial Information about Members .......t...... 89Records Relating to Treasurv or OIC Publiclv Traded

Investments .....................................Records Relating to Treasury or OIC Investr

Private Fund nr Asset .t....,.,...,.,.,.,..

....................

. 89

nent in.,.,._.,......_......

9 II. 1.l.VGI.U 1'LLUU Ul. l'\D¤UI» •••••••••••»••-••••••••••••q»·•··.·.•••..•IA

Public Employees Retirement Fund and IndustrialAizcident Fund Monthly Reports

Abandoned

Property Reports;.......................Economic Developmen

t Infomtation...........

Transient Lodging Tax Records............... t....

.....................

.92

.....................

. 93

..............

........ 93

.1...................

94Information for Obtaining CourteAppointed Counsel ........95Workersʼ Compensation Claim Records ............................ 96OHSU Sensitive Business Records ......................,............. 97OHSU Candidates for University President..........Library Records ...,.....................

..t.....,....C

,..............

Housing and Community Services DepartmentRecords..............................................

.....

............. 97

.............97

............. 98Forestland Geographic information System .........Public Sale or Purchase of Electric; Power ............Klamath Cmzeneration Proiect ..............................

.............99

.............99

........... 100l\lG|·I·II5|l·|·l \.¢\I_E\vlI\ll(L\l\l|.l 1. 1\l_|\r\Jl»••••••••••••,••••••••••••••••••••••••••••• suv

Public Utility Customer Infomation ........Alternative Transportation Addresses......Oregon Corrections Enterprises ..............

.Confidential Submissions) to DCBS .......County Elections 2Security Program:

Security Plans ..............F•••••••••·•••••·•••••••-•.·..•......

,4 Yrrjnrrrnda- -.. 1;-42-2.

QQQQQQQQQQQQQQQQQQ.Q...Qwo

......................

.. 102

......... ,.............. 102

......................

.. 102

......................

.. 103

......................

.. 103

Patemity or Support Judgments or JudicialOrders.............................................. 104

V1

( F.

G.

TABLE OF CONTENTS — ContinuedPage

5. Separation

of Exempt and Nonexempt Material .............................

1046. Records More than 25 Years Old ...............................................

..... 105

7. Health Services Records..................................................................

106May a Public Body Voluntarily Disclose an Exempt Record to

Selected Persons without Waiving ExemptionGenerally? ..................................................................

........Where and How Does a Person Proceed if Access Is Refused? ......108..109u v suvnv ••n••• nav vu nrwvu 1• ; wa uva.; A I \•U\•\r\I IA L\\r\v\r¤¤ 10 l.\\vlIl¤\r\I • •••••• LU]

l. State Agencies and Nonelected Officials .................a. Petition for Review .....................

..b. Attomey Generalʼs Review ..........c. Judicial Review ...........................

..2. Local Governments and Nonelected Officials ..........3. Elected Officials ................

.......................................

.....................

.. 109

.....................

.. 110 ʻ

.....................

.. lll

.....................

.. 112

.....................

.. ll4

.....................

.. 115

Jl7u\..\ ʻ

eil.iliiiilll..-.. .I£---_ APP°¤¤i°°¤

FillAppendix A-Answers to Questions Commonly Asked About the ʻ I I I imiu

é iiééeilis

it§ZQYIfZ.]fjAppendix B—Samp1es, Forms ..................

.qnrnnln nnnuncf Fnv- T\;¢•nIn¤u•·¤ n<FD•1kI;n i D..A.·..·A.sample ncqucst wr u1SC1DSu1'C OI t'L1D|1C KQCOIGS .............Sample Written Procedure for Public Records Reuuest.....

· ....__- B- |_ Q1,

ll ..__`-`

·._B- I" .i|-_-2--R i me .7- 1..»».....r.v •· aaeuuu a avvvuuav av; 4. uvuv axvvvaua ;\vu|u\.»¤»...............»·. 1J".&1;"

Sample Response

to Public Records Request...Certification of True Copy ...................

.......,....

D¤+i+iA.. 4-1-... A 44-....... r;r...,.....1¤... ..- h:..a..: ..4 A 4..-

...............

._...............

B-5...............................

B-6...---.1- 11--.:---. n ·-rreuuon ror Attomey uenerars or District Attorneyʼs Review .......B·7

Helpful Hints for Responding to Public Records Requests

.............B-8AppendixC—Summaries of Oregon Appellate Court Decisions on

Public Records.......................................................................

C-1Appendix D—Index to the Oregon Attomey Generalʼs Formal

Opinions, Informal Opinions and Public Records Orders .....D~1Appendix E—Summaries of Oregon Attorney Genera1ʼs Formal `_"oLai6.Y§$}1E§éiééi€di§E5.i.l§iE5,§{¤iE.§§E3}.2$.{.i§§f`i

Public Records ...............................................................Appendix F—Summaries of Selected Public Records Orders

Issued by the Oregon Attomey General ........................

........ E-I

........ F-1

vii

Tm

TABLE OF CONTENTS — ContinuedPage

Appendix G—Statutes Affecting Disclosure.......................................

G-1Appendix H—Att0mev Generalʼs Uniform Rules for Personal

rr Safety Exiemiuion ...................Appendix I—Oregon Revised Statutes

.Table of Cases .............................................Index .....................................................

......l

...............

.H—l

..........._...... I-1

................. . xv

..................

xxil1l\IUA .....•¤•¤•• •¤•n••••••¤•••••••••••¤••••¤•••¤••••••••••••»•¤•••••·••-·•••••••sa.•••.••·•••••••••••¤••••••••••.I\Al

H. PUBLIC IVIEETINGSTable of Contents Public Meetings ............................

..Special Note: Role of the Attomey General..................A. Policv of the Public Meetings Law ....................

..

............xiv

...........107

........... 108B. Bodies Subject to the Law .....................................

....1. Governing Bodies of Public Bodies .1......................2 Antlmrilv tn Make Decisions f`nr·2 Public Rndt

.......................

.. 109

.......................

.. 109

1........................ 110ds FXIJHIUIILJ LU IVLGAU IJUUIDIULID 1UlG- 1 RUIJU 1JU\l]>•··.•··................. 1. .I.U

b. Authority to Make Recommendations

to a Public Body ........... 1102. Private Bodies .......................................................,.................

......... lll

3. Federal and Multi-Jurisdictional Bodies.......................................

113C. Meetings Subject to the Law ....................

..1.

1. Public Meetings .........................................a. Quorum Requirements .......................

..1. Q..L2.·.,.a» ,J»K}IAA•J•m..· AAA QAAJAI f 2A+I»i¤.- ·

D. DUDICCI OI IVICCIIDES 3110 500131 UQIDBHDES .... ...........

c. Electronic Communication ..................12. Statutorilv Exempt Public Meetings ...........

D. Requirements of the Law.1. Notice ..........................

..a. Regularly Scheduled

Meetings ............b. Special Meetings ..............,..................

.C. Emergency Meetings., .........................7 Snsme and Innatinn ....................................

...............

. 113

...............

. 113

...............

. 113

...............

. 115

...............

. 117

...............

. 118

...............

. 120

...............

. 120

...............

. 121

................122

...............

. 123

...............

. 123

Ln GIJLI 1.J\}§JII»\•1.\J[I•••••••••••••••••

a. Geographic Location.........b. Nondiscriminatory Site .....

•¤•••••b••¤••••••••¤•i¤••¤¤•

3. Accessibility to Persons with Disabilities ...........4. Public Attendance...........................................

....

••••••••••••v•••••••••••••••• Ik.}

...........................

.. 124

...........................

.. 124

...........................

.. 125

...........................

.. 126

viii

1

in

(Q V (

V ll ·tts.

TABLE OF CONTENTS — ContinuedPage

Control of Meetings .........................................................................

126Voting ....................................................................................

.......... 128

iMinutes and Recordkeeping ............................................................

1291 “.:==ʼ

. .· .»,;t]§_gecuuve

(Closed) Sessions .......................................· IF . . . .

_P

Permissible Purposes of Executive Sessions ...........\ sl. A - -- - -. - -.- A -

......................

.. 131

......................

.. 132

W .,a. Employment of Public. Officers, Employees and Agents........... 132 - b. Discipline of Public Officers and Employees ..........................

.. 133. XI

', l Q.

il· J ( L,}

d. Vj _

, ll ic•

_. it · .-

Public Hospital Medical Staff...................Labor Negotiator Consultations ...............

.Real Property Transactions ....................... f fl Exe

mpt Public

Records

.............

.............

...

ii lg. Trade

Negotiations

................

................

....

.............................

...;ʻ“l33

..............................

... 134

...............

..................

134.................................

134L................................ 130 li. r...i Co

unsel

...........................

...........................

......................

ati' 2 'I'\-.1.*.-..-.--- 17---1---1.2-.-- -A'?'I'\--LIZ- l\.l1E .... -.-.I iFI\¤....E; 1

. Performance

Evaluations

ot Public

Utliicers

and

fil Employ

ees .....................................

,...................................

1[ *;l"'J"" ''''''' ' ''''' ' ''''''''''''' VY ''''''''''''''''''''''''''

Ei j. Public

Investments

.............................................

...................... 1; I"I-;1n.1.T\..-D---?-.--IY!--..-.-1 .--. ---4.f--4?-..i li lvI Qi \· ir: ~·' w

l if

·k. Health Professional Licensee Investigation .............................ʼL. Landscape Architecture Registrant Investigation ...................

.rn. Security Programs ....................................................................4- 1 -1. --. 11--.-;.:-4.:---

Qi l..i "`: i

·ag*11l

{, in ..7*

L" i

gi ji'.,·.¢!

I ji

ill. Labor N€g01C18lLlOI1S ............................................

to. Other Executive Session Statutes

....Final Decision Prohibition...................

.3`K·i| ..•1.....| ..&f*-..-......I..... t.'.......4.1.... Q--..1..VMCIUOG OI UOIlV¢I1111g BXCCUIIVC SCSSIOH................

. ( ii Representation at Executive Session ............· TT

wsa;. .. - . . . . .. . .- .

......................

.. 14d `

......................

.. 141

......................

.. 142

......................

.. 144

......................

.. 145

Other Persons Permitted to Attend Executive Sessions.... iipforcement of the Law .................................................

.....I · ii hllmctive or Declaratory Actions ....................................

..............

. 148

..............

. 148

..............

. 149

I

1;,.

.itn

Civil Penalties........

•.»I2......it- JQBIMHCQS

dix A—Answers to Question:Public Meetings Law .........

ix

...............................................

..... 152

s Commonly Asked About the...........A- 1

Fl

TABLE OF CONTENTS — ContinuedPage

Appendix B- Samples, Forms . ..Guide ...................................

...Public Meetings Checklist......Sample Meeting Notices.........t'*LA.1.li¤+ L1-.- `Dunnssiéem Q¤¤¤i.·» LQHCCKIISI IOI EXCCUIIVC DCSSIOII ..... ..... .........0-.-..-1- ce--:-x 4- A-------- cu-.; -rn-.--..4:. .... (*---2 -..Sample Script to Announce Start 01 Executive Session ..Sample Public Meetings Minutes ...................................

.

...............

.B-]

...............

.B-2

...............

. B-3

...............

.B—5...............

. B-6

...............

. B-9

.............

.B—10Appendix C—Parliamentary Procedure, Quorums and Voting ........... C-1

Vote Tables.....................................................................

C-7, C-8, C-9Appendix D.—Summaries of Oregon Appellate Court Decisions

Involving Public Meetings Law.-. .........................................

D—lAppendix E—Index to Oregon Attomey Generalʼs Formal

Opinions and Informal Opinions ....................................

....... E-1Appendix F—Summariesof Oregon Attomey Generalʼs Formal

Onininns and Selected lr·rFnrrn¤l Oninirms (ihncernincKIIJILUUIIB GMU DUl$\»·l$U lJ.11Ul1U.¢|·.l

Public Meetings Law ..........................Appendix G—Oregon Revised Statutes

...........Table of Cases .....................................................

....

;u.u¤ uuuvciunug.............. .... ...... ....... .... F-]

................................

...G-1

................................ XXXIXIndex .......................................................................

................................

xxxlv

X

.1. Y1 I [ Il"

nu] ʻII,. `

ʻ r;# —;

. li _i. ʻ ' i lJ.*TnT.1.

INTRODUCTION r¤¤1i=iR¤

¢<¤<1=ʻ;e¤i

Public

Meime

Lars

'-III•#r1¤!·"· · ʻ ` ". . a . • anna ¤rlI.---1-_------1-..-----4.1--were enacted by the-..-.-L - -1:-- - ..1.-- .1- -_ I in 1973

. These

laws imderscore

the states

policy that me{Ss

;__

v gigentitied to know how the publicʻs business

is conducted.

Thus, thef · ' . . recor

d ofthe conduc

t of the publicʼ

s business

is, with some

important***

1 "

*ésns..avai1able.to

any citizen. Sʻimi1arly,.the

deliberations

and decisions

H: · _ {5, ,·

V - .

· "| _ · _;=1.i?i.,,•J.

.:»" VEUPC · ·—,

1 JZ ° ʻ ··". nn

¤1¤e·u...- ..·¤s..1-n:- 11--.

for the most

--.1... T -..».. ..-fr “'Ehé:;§¤Pu·hlIc KGCOI'(1S' LBW 1*8

{$§.E,B}»Zii“ilIi&é.i}i§i&éi}§é}¤i§”ii§£é£é§£2écuires the Attomev General to adopt ailu _ I Lxvvscnuu a.¢••vv .•vs1••u.vu nav 4 anvjroaavl uvnnvapne •v nwvyv —

;. .-2 edescribmg theevidence to be submrttedto support arequest for

ʻ ʻ ;o£a,.home.address,

personal telephone number, or electronic mail ` I seofadanger to the personal safety of an individual or a familyʼ“"¤ dim rfrfau. .·.• .1 . · . se-.: 4---a -1-1--- --1- :- ;..--L--1-n ;. ----- --.1:-. ·r·r -1.* with the individual. '

. . . . .. ;legis1ative sessio

UBI l'1.1lC

1S

1Iʼ10Il1dC€1

H1 &p})C1'ld.1X

1*1

OI

n, the Attorney General reviews and·;• • - • .• 1. .. .1 n ·§•i•n.....

for consistency with legislative changes to the ' Ptiblib. Meetings Laws, recent appellate court dccis:..=ij;;

gg:;; _

and Public Records Orders applying the sta *"·_ » jSii1¢cVihis ma11u

a1ʼs last publicati

on. This rcvic

w also

iiicl » vʼ

[» Z of comments rcccivod fiom state agencies and .., i

JEf_, assistant attomcys gcncral and thc public based 01

1 n ii

ʻ 25;% thc rgnuual. The Attomey Gcncralʼs Uniform R i %2:rʻ.1ʻ¥:S

1%};:

—`11mn¤¤m·v

I-issued

mn this review " ·{ L .;·”L?iiQ_ _ _ U.§BUU UIL LLILD REVIEW. __

$·""

i legislature enacted

several

important

amendments

to theggi One that is particularly signiiicant for all public that a public body promptly respond to written

, requests by acknowledging receipt of the request andsen ·* Ra ~ r about the status of the public bodyʼs processing of

QRS 192.440(2) (Or Laws 2007, ch 467). The public body j§;1§gl§e_

¤vailable a written procedure for making a public record

- the person to whom requests should be directed, and_ the public body calculates fees for responding to requests.. (Or Laws 2007

, ch 467). Thes

e requirements

are cEective` _

- ,1, 2008. To assist public bodies in complying with these

; ʻ *entʻs,e we have developed sample templates lhat are set e ` """"" "`T" """""» ""a1.5•. fr n:4.1.- 11.1.1; rs, ,, no v . . r¤.s.._ ,1:*1 ·,ʻ w

e ' BHQIX 13*01

* U18 P

*}:7 r' "

J

ublic Records Law section of this

xi

out in

The legislamre amended the state law “catchall" exemption to limit uscof the attorney—

client privilege to exempt from disclosure factual

information developed during. investigations into allegations of wrong doingby the public body. ORS 192.501 (9) (Or Laws 2007, ch 513). Undercircumstances described in the statute, the public body will be required todisclosethe factual information or to prepare and disclose a condensatio

n of

the facts. ORS 192.423, 192.5011

(9) (Of Laws 2007, ch 513). Theserequirements apply to records created on or after June 20, 2007.

The legislature repealed the existing exemption for the home address,home telephone number and electronic address of a public safety

ofHcer(ORS 192.50264)),. and replaced it withltwoe new exemptions thatapply to district attomeys, deputy district attorneys and assistant attorneysgeneral as well as public safety oflicers, but that also apply to a narrowerrange of recordstand information. ORS 192.501

(3.0), (31) (Or Laws 2007,

ch 687). Because the new exemptions are in ORS 192 .501, they are subjectto the public interest balancing test. The legislature mended the existingexemption for State. Treasurer and Oregon Investment Council investmentinformation (ORS 192.502

(13)),. dividing, the existing exemption into

separate exemptions applying to publicly iraded inwstmcnts (ORSl92.502(l3)) and investments in private ftmdsmfasset

s (ORS I92.502( 14)).

It is important to note that this amendment renumbers the exemptions inORS 192.502 that follow new ORS l92.502(14). (Or Laws_2007

, ch 152).

The legislature also amended ORS 192.502(22) (now ORS ll92.502(23 ))pertaining to library patron records to exempt patron e-mail addresse

s (Or

Laws 2007, ch 181). Finally, the legislature created a new exemption forlmid managemen

t plans required for voluntary stewardshi

p agreementsentered into under ORS 541.423. (ORS I92.50l(3ʼ3)) (Or Laws 2007, ch

60 8). The changes described in this paragraphare

effective January 1, 2008.

Four bills enacted by the 2007 legislature amend the Public MeetingsLaw. The Erst, effective January 1, 2009, amends ORS 192.690 to add the"Health Professionals Program Supervisory Council wtablished under ORS677.615 " to the list of government entities exempt iifom the Public MeetingsLaw. (Or Laws 2007, ch 796). The second, efective January 1, 2008.amends ORS 192.630(3) to prohibit goveming bodies from holdingmeetings at places that discriminate on the basis of"sexual orientation? (Or

xii

I T _' an min-: nk IDD) 'Tlnn flnirri—Ii¥I?·*hr¤1¤ 'IHII I. GI'! IUU I. LHC LLLl.lLI.. also effective Q I , VU -l·VVj• Anv anna, unuv vxnvya. vv .ʼ?..l.;..-

-- A »»\ [ x 1. _- .., M_ _ _,_;___·|______|_

_;__

_ “,_—|_

_January 1, 2008, amends ORS

· ;_ f];gg;,530(5)(a) by respectnvelyereplacmg "the ¢11sa¤1ec1"

Wlth "persons wm. jj ʻ§ ];;ili1;ies

" and the "deaf or hard-0 f-hearing" with "persous who are deaf

Laws 2007, ch 70). The fourth, effective January 1,l a clerical change to ORS l92.660(2)(c) (replacing "[ORS]“ t$ 9@(3)"ʼwir:h "0RS 441 .990(2))." (Or Laws 2007, ch 60;),

. *¤i'E`__

Vʻ W ight, of these changes

, however, altered the flmdamental premise

y .,- gja gi i,

gigbofh

the Public

Records

and Public Meetings

Laws: any doubts

in l_ igvth

e legislation should be resolved iu favor of providing thepublic

te,= `

¥ The authority to hold private meetings, executive (closed)

sessions,

as well as to claim confidentiality

of records,

are» Q - · sic the general rule of opennes

s and must be narrowly intezpreted

. public bodies have the ability to operate in secret, they generally ;i:eq11i1ʻed to do sc.

l ' I{L . if M

" -?¤¥2».·.....a......1 J- .... .· ...2»l.·... AL`4-LA A1-+A•·»¤u {Ly ;.-nl 4•-•+¤»¤·¤d·i¤¤- + I·•¤ D•dhHn.- |&mat1ua11s»an

0pm10n

ortnc Attomey uenerau mtcrpreung me _ and Public Meetings Laws. Its principal purpose is to p u»

__ .-.; * ;·I·¢·¥*

lileunl advice fn szfnte

nccncies. As in thc case of anv 5 ·'{”_¤

g1' GUVIVW DLGLU ¢§»5\rLI.\lI.\q¤• FXD

·y it issicpiiiion, it is intended also to provia and to the public generally.

"' ¥¤.·;-;i,~¤» ri 1 - _ U , _ ,z_A_ _ A W L·___ , _ ,1 _ _ ___¤___

___

LLI. IILL4 UCSB UL (lll] ll|»§•\IE§" Qdgsubstaritial

1.- -- J .------E -.-.. L.--- .

{ov :. .' .ulit. 1 nr

M g appreciat

e continued comment

s and suggestion

s n·0mu · 7 »

-1-L-W t These

observations

have

greatly

assisted

us in revisin i BS pCI`SpCOlZ1`V

CS 01'1 COITCCTJI

VC l€g1Si3.l10l'1.

.71;. i' ·,ni acknowledge the substantial assistance of Joe McNaught,

Steven Wolf, Serena Hewitt, Robin Stender and Tonic the Department of Justice in preparing this latest revision.

` IITE?

,__

W· ·._I_ V ·· . M ." I· l

=:l" Ii'; .

IL;4 .rw

v ep

E.

Evl ._

sgi _rll .· gl .. 8

Atltl.

- rn I4.-L

" " ""'7" 777 l"'I7'7""'$ ""7 7"'777 77 7777777

HARDY MYERSAttomey General

/¢~·=/~·¢·¢~e»-xiii

PREFACE

This Manual is organized in two parts: Part I discusses the PublicRecords Law; Part II discusses the Public Meetings Law. Each part isfollowed by its own set of appendice

s which include answers to commonly

asked questions about the law, sample forms, summaries of court decisions,Attomey General opinions, and a reprint of the statutes

. Each part of the

manual also hasta table of cases and a topic index

XIV

.·•.

flu

iu Q/Ill

g ... fu *

1: I

E: i= li t Ho;

IPUBLIC RECORDS

the Rioht tn Insncct Public Records? |liI8 I.l.lG 1\I5l.ll· vv 1.1|¤|J\¤\»•- A uuuv |.\\.vu| ua.

ons 192.420

··eva~y

persom

has a right -VL-;-*4. ..--|.I:- ...........l ..l-'.. ....142.. L.-..!-. 2.. 0----- '1"L2.

to inspect any. ..2-1..4. --.4.--.1- am.- public record ot a puo11

c oody in uregon. 1n1s right extends to

_@tu1al-iperson, any corporation, partnership, firm or association, andy _ Q

_r·~or committee of the Legislative Assembly. ORS 192;4l0(2).l

FT; of "person" in ORS 192.410(2)

doesnot mention a "pub1icLi .·o.

{ wehhave concluded that a public body may not use the Public to obtain public records dom another public body?.ʼifj ,ig,public official, other than a

v legislator,

acting within his or her- may not rely on the Public Records Law toobtain records, ithef-individual could do so in his or her individual capacity-

. the identity, motive and need of the person requesting; record

s are irrelevant

? Interested

persons,

news

medgp» 4 -··¤

¢·=i *r ·1-*s&iZ&&·».·.;·.

l....·.{...-..-..-. -...-...1- ....». I-Z...-. ...·..-....-.- P.-... ..----..-1 ....2 ·

:1'=}5=F,¤.$$$ ,5&¤ DUSIIIGSS pG0plC S6CK1I1g QCCCSS I01 pCI'SOI13l galaQ on iishing expeditions

, persons

seeking to·.·,ro·

J if agencies, and scientiiic researchers all stand or

2.}. - I .1---2;.. -- .1 - -4.2.. .- -.0 LL - - ----- - - -1.J- - 12- .

a 7 ;_,fʼt_ucmb nil:

1 an ·• - n n _:;it li'?

.1---- _ ..»%—

"r':;r. u t ter, tue identity and motive ofthe person seeking disclosure o ʻ I1,~_=

fpublic record may be relevant in determining whether a record , ¤`

.l = ii li m disclosure under a conditional exemption- ORS 192.5 G?

A o ly exempts certain records hom disclosure "unless the publicI disclosur

e in the particular instance? As the discussio

n of

ii below demonstrates, many

i 7; m--:-|-.:-.- --.-.--2.;-- -1-- ----

of the exemptions

. -------I LL- ---- -I--

71isted7in7

oss

I i at elegrslattve committee also may compel the production of public means of ·a legislative summons. ORS 171.505 to 171.530.

I " of Advice dated June 26, 1987, to Wanda Clinton, Department ofl ʻ ʼ€(OP—6049) at 8 (see App E-5); Public Records Order, October 7, 2002,

App F-50);g seg, State ex rel Frohnmayer v. Oregon State Bar, 307 Or 304, 767 P2d“ A (lawyer who is subject of bar disciplinary proceeding may use Public

` to gather records) (see App C-9); State v. Spada, 286 Or 305, 5.94p Smith v. School Dirt. No. 45, 63 Or App 685, 692, 666 P2d 1345,

ʻʻt-`

. Or 773, 670 P2d 1036 (19831) (see App C-6). h»s,a¤t.,,... ., ¤,.1...

.,. ,.1» rf GD WUI!

'.

V. HUIIN, Gl Ul., Eéé

6§i%}3§c`i&ʼZi

Znéhcsn

rm Am C-; ».

|.£\|"l'1.J \lI\.J'l·] \_W\1\¢ \J'L]¤"7I \""'1'1