Oregon PR Manual Section 1

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INTRODUCTION
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The Public Records and Public Meetings Laws were enacted by the
Oregon legislature in 1973. These laws tmderscore the stateʼs policy that the
public is entitled to know how the publicʼs businessis conductedThus, the
written record ofthe conductofthe publicʼs businessis,.with someimportant
exceptions, available to any citizen. Similarly, the deliberations anddecisions
of public bodiesare, for the most part, opento attendanc by anyinterested
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of ExecutiveSession..........°......QB-9
lnutes .............................................B-l0
..... Quorums and Voting ...........C-l
rocedure,
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addressbecauseof adangerto thepersonalsafety of anindividual or afamily member residing with tlieindividual. That rule is includedin appendixI-I of
this manual.
t
. Following each legislative session, the Attomey General reviews and
`updatesthis manual for consistencywith legislative changesto the Public
Records and Public Meetings Laws, recent appellate court decisions
interpreting thesestatutes,and Public Records Ordersapplying the statutes
and issued since this 1nanualʼslast publication. This review also includes
consideration of comments received from state agencies and local
governmentbodies, assistantattorneysgeneral andthe public basedon their
experienceusing the manual. The Attorney Generalʼs Uni fonn Rule is
amended, as necessary, based on this review.
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The 2007 legislature enacted several important amendment to the
s
Public Records Law. One that is particularly significant
for all public
bodies is a requirement that a public body promptly respond to written
public records requests by aclmowledging receipt of the request and
_
providing information aboutthe statusof the public bodyʼs processingof .
I therequest. ORS l92.440(2) (Or Laws 2007, ch 467). The public body
must also make availablea written procedure for making E public record
·
1 directed, and
request,identifying the person to whom requestsshould be
explaininghow the public body calculatesfees for respondingto requests.A
ORS l92.440(7) (Or Laws 2007, cli 467). Theserequirementsareeffective
January l, 2008. To assist public bodies in complying with these
requirements,we have developed sample templates that are set out in
AppendixB ofthe Public Records Law section of this manual. ·
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exemption
of ag homeaddress,personaltelephonenumber,or electronicmail
... Generalʼs Formal
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The Public Records Law requires the Attorney General to adopt a
.........................................C-7, C-8, C-9
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lregon Appellate Court Decisions
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nAttorney .Generalʼs Formal
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The legislature amendedthe statelaw "catchall" exemptionto limit use
of the attomey—
privilege to exempt from disclosure factual
information
developedduring investigationsinto allegationsof wrongdoing
client
by the public body. ORS l92.50l(9) (Or Laws 2007, ch 513). Under
~
Laws 2007, ch 100).The third, also effective January1, 2008, amendsORS
192.630(5)(a) by respectively replacing "the disabled"with "personswith
disabilities" and the "deaf or hard-of-hearing" with "personswho are deaf
or hard of hearing." (Or Laws 2007, ch 70). The fourth, effective January1,
2009, makes a clerical changeto ORS l92.660(2)(c) (replacing "[ORS]
441.990(3)" with "ORS 441.990(2))." (Or Laws 2007, ch 602).
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circumstancesdescribedin the statute,the public body will be requiredto
disclosethefactual information or toprepareand discloseacondensatio of .
n 513). These
the facts. ORS 192-423, l92.50l(9) (Or Laws 2007, ch
requirement apply to recordscreatedon or after June20, 2007.
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The legislaturerepealedthe existing exemptionfor the homeaddress,
home telephonenumber and electronic mail address of a public safety
officer (ORS 192.502(34)),andreplacedit with two new exemptionsthat 1
None of these changes however, altered the fundamentalpremise
,
underlyingboth thePublic.Record
andPublic MeetingsLaws:anydoubtsin
interpretingthe legislation
shouldbe resolvedin favor of providing thepublic
s
with information. The authorityto hold private meetings,executive(closed)
andemergencysessions,aswell asto claim conhdentiality of records, are
exceptionsto thegeneralrule of opennes andmustbe narrowlyinterpreted
s ability to operatein secret,they
. generally
Even whenpublic bodieshavethe
arenot requiredto do so.
apply to district attomeys, deputy district attorneys and assistant attomeys
generalas well as public safety officers, but that also apply to a narrower
rangeof records and information. ORS 192.50l(30), (31) (Or Laws 2007,
ch 687). Becausethenew exemptionsarein ORS 192.501,they are subject
to thepublic interest balancing test. The legislature amendedthe
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exemption for State Treasurer and Oregon Investment Council
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information (ORS 192.502(l 3)), dividing the existing exemption inʼf0
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This manualis an opinion ofthe Attomey Generalinterpretingthe Public
Records and Public Meetings Laws. Its principal purpose is to provide
general legal advice to state agencies.As in the case of any Attorney
Generalʼs opinion,it is intendedalso to provide substantialassistancto local
e
governmentsand to the public generally.
separat exemption applying to publicly traded investment S;
192.5 02(13))
192.502(14)).$oQ??
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s and investments in private funds or assets(ORS
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It is important to note that this amendmentrenumber the exemption
We would appreciatecontinuedcommentsandsuggestionfrom usersof
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ORS 192.502that follow new ORS 192.502(14).
eh gi
s (Or Laws 2007,
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t this manual. These observationshave greatly assisted
us in revising the
s
nie legislaturalsoamendeons 192.s02 (nowoss
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ginanual, aswell asproviding perspectiveson corrective legislation.
pertaining to library patronrecords to exemptpatron e-mail 3ddI©SS
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(22i
Laws 2007,ch 181). Finally, the legislature createdanew exempfitm
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land managemenplans required for voluntary stewardship
t me underorzs 541.42 (ons 192.501 (or Laws
entere
I gratefully acknowledgethe substantialassistanceof JoeMcNaught,
Qt;»Yft;Alpaugh, Steven Wolf} Serena Hewitt, Robin Stender and Tonie
.§;j=l;iCo
of the Department of Justice inpreparing this latestrevision.
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60
areeffectiveJanuar 1,
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3. in thisparagrap
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Four bills enactedby the 2007 legislature amendthe Public
Law. The first, effective January1, 2009, amendsORS 192.690to
jf
"Health ProfessionalsProgram SupervisoryCouncil establishe
d thePublic
o'/ʻ/.o15" to the list or governmententitiesexemptfrom
.;:.g-_
Law. (Or Laws 2007, ch 796). The second, effective January 1,
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amends ORS 192.630(3) to prohibit goveming bodies from
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PREFACE
PUBLIC RECORDS
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This Manual is organizedin two parts: Part I discussesthe Public V
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Under ORS 192.420 "every person" has a right to inspect any
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nonexemptpublic record of a public body in Oregon.This right extendsto
any natural person, any corporation,partnership,firm or association,and
Records Law; Part I1 discussesthe Public Meetings Law. Each part is
followed by its own set of appendice which include answersto commonly
asked questions about the law,
s sample forms, summaries of court decisions, 1
Attorney General opinions, and a reprint of the statutes Each part of the
manualalso hasa table of casesand a topic index..
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any member or committee of the Legislative Assembly. ORS l92.4l0(2).]
The definition of "person" in ORS 192.4l0(2) doesnot mention a "public
body," and we have concludedthat a public body may not use the Public
Records Law to obtain public records from another public body.2
Similarly, a public official, otherthan a legislator, acting within his or her
official capacity may not rely on the Public RecordsLaw to obtain records, ,
althoughthe individual could do so in his or her individual capacity.
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Generally, the identity, motive and need of the person requesting
acces to public records are irrelevant.3 Interested persons,news media
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representatives
business people seeking access for personal gain,
on fishing expeditions, persons seeking to embarrass
,
busybodies
govermnent agencies, and scientific researchers all stand on an equal
footing.4
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1 A legislative committeei also may compel the production of public
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ftdccumentby mean of a legislativesummons ORS171.50 to 171.53
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ofs Advice dated June 26,
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. 1987, to Wanda
5 Clinton,0. Department of
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(OP-6049) at 8 (see App E-5); Public Records Order, October 7, 2002,
App F-50).
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*isY*2E-`Y`-ʻ;li? ag., State ex1·elFrolmmayerv. Oregon StateBar, 307 Or 304, 767 P2d
'9-_; i¤;—.;·?§, 3:4*- - ;
* L_e*893_~»( (lawyer who is subjectof bar disciplinary proceeding may use Public
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to gather records) (seeApp C-9); Statev. Spadcr,286 Or 305, 594
_L989)
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However, the identity anu motive or me personseekinguisciosureor a
eiʻiʻʻ >·ʼ-. . particular public record may be relevant in determiningwhether a record is
ʼ 5*·. `exempt nom disclosure under a conditional exemption. ORS 192.50
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exernptscertainrecordsnom disclosure "unless the1 public
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M22ʻifinterestrequiresdisclosurein the particular instance."As the discussionof
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below demonstratesmany ofthe exemptionslisted in ORS
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den 295 Or 773, 670 P2d 1036 (1983) (see App C—
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v. Ho/112, er al., 226 Ur 2/, 359 1*2o 6).
411 (1961) (see App C— ).
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PUBLIC RECORDS
PUBLIC RECORDS
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192.502call for a balancing of privacy rights, governmentalinterests,and
other confidentiality policies, on the one hand, and the public interest in
disclosure on the other. In casesrequiring a balancing of interests,the
identity of the requester and the use to be made of the record may be
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as Aeieemininethe wei clit of the public interest
in disclosure. See
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what
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in Disclosure,"
discussed below.
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Generally, legislative records are public records subjectto inspection.
7 records
However, a person may not demand disclosure of legislative
through a petition for disclosure to the Attomey General or to the circuit
court during the period the legislature is in session and the 15 days
immediatelyprecedingthe startofthe session.SeeORS l92.410(5).8
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2. Private Bodies
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the Oregon SupremeCourt held that if the ostensibly private entity is the
"functional equivalent" of a public body, the Public Records Law applies
to it. The court found that the following factors, althoughnot exclusive, are
relevant in determining whether a private entity is the functional
equivalent of a public body:
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independently?)
;the natureof the function(s) assignedand performedby the entity (are
these functions traditionally performed by government or are they
commonly performed by a private entity?);
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ORS l92.4lO(5) definesthe term "state agency" to mean:
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any state oflicer, department,board, commission or court created
by the Constitution or statutesof this statebut does not include the
Legislative Assembly or its members, committees, oliicers or
employeesinsofar as they are exempt under section 9, Article IV
ofthe Oregon Constitution.
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CUIIHIIISSIUII,
public agencyof this state.
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and commission; every county and city governing body, school
district, special district, municipal corporation, and any board,
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ORS 192.420 broadly extends the coverage ofthe Pubuc Records Law
to any public body in this state.For purposes of the records law, ORS
192.4J(l(3) deiinesvth term “public body" asincluding:
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officer, agency, department, division, bureau, board
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and
cooperatives.
However,, in a 1994 case,_
corporation.,
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1. Public Bodies
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On its face, the Public Records Law does not apply to private entities
B. Who is Subject to thc Public Records Law?
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the scopeof the authority grantedto and exercisedby the entity (does
it have the authority to make binding decisions or only to make
recornrnendations to a public body?);
.1.- ,.-...-,. .,..A1,..... memw emmmmental financial and nonfinancial
' me nature anu rever or any goverrr....,..... .........,..........
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support;
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Thus, all state and local governmentinstrumentalities are subject to the
Public Records Law, including "public corporations" such as the Oregon,
State Bar, the SAIF Corporation, and the Oregon Health and Science
··.—
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the scopeof governmentalcontrol over the entity;
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University.°
5 Jordan v. MVD, 308 Or 433, 443, 781 P2d 1203 (1989) (see App C-l0)
Guard Publishing C0. v. Lane CountySchool Dist., 96 Or App 463, 774 P2d
§iQ;
(1989) (see App C-10), rev ʼd on other grounds 310 Or 32, 791 P2d 854
(seeApp C-10); Turner v. Reed 22 Or App 177, 180n 2, 538 P2_d373 (1975) (s6§g
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App C— 37 Op Atty Gen 126, 128 (1974) (seeApp E—l).
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63);
Stateex rel Frohnmayer, 307 Or at 304 (see App C-9); seealso Frohnmdyéfi is
v. SAIF, 294 Or 570, 660 P2d 1061 (1983) (examplesof stateofficers,boards aud;
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the status of the entityʼs officers and employees (are
1,employees?).
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they public
j}
`.· But see ORS l7l.430(1) (legislativ record designateconfidentiaby
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Assembly,
Emergency
Board,
—
,· rule or·resolution of Legislative
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l Legislative
: ;?. ,Administration Committee,Legislative Counsel or Joint Committeeon Ways and
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.
ʻ :1:f;·.OConstArt IV, § 9 (legislatorsnot subjectto civil processat certain times).
`. ¤SD¤
r·. {Marks v. McKenzie High School Fact-Finding Temit, 319 Or 451, 878 P2d
commissions listed in ORS 180.220 meant to illustrate, not to limit); but see
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(Se App C-.12); Laine v. City of Rockaway Beach, 134 Or App 655,
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Public
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As govemment "privatizes" various governmental functions, as the
Legislative Assembly exempts state agencies from the application of
various statutesand asgovernmentis directedto perform various functions
through contractswith private entities,numerousquasi-public entities are
being created.A similar analysis would be usedto determineif a quasipublic entity is a public body.
it1
~
Even if a private entity is not the functional equivalent of a public
body, if it contractswith a public body, its records may be obtainedunder
·.li
l
qt,
iii iiL
custody of copies of the recordsw In addition, a public body by rule or
mntmct
mav
reouire
nrivate
bodieswith
it deals to make pertinent
\/L]11L.l
(.l\JL
1.1Lhl
-Y
L\J\1\»l
LL\.I
YL;
v na-Lx: vvunvu
v Ao;.) which
r r ---·-.
v
recordsavailablefor public inspectionu
M!
gu
1;
th
*iq;
ifi
tl.
C. What Records Are Covered by the Law?
t
.
.
. ·
Ann
1nn
Ann
.---1-L
L4. ,.1.......
1.1..,-.4-+1..
A ..»V.»“·»·l.-r
lnuv
nnnlinc
fn
all
it
statement in ORS 192.420 make rt clear that tne records raw apprres to an
Qt
government records of any kind.l2 ORS l92.4l0(4)(a)
record" as including:
if
if
iii
wt
iiiil:
lit
ull
'
ii.
.§§
.1ii`ii
e
iii
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E
, ii ··ui
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lip
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\
ditar
1:].l.
.ʻ
{Zi!
=
i all
iii 5
i tpl
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:_ nl `~i
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if
.
1
=
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iii ifi
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ii-!.ii
rr-
defines a "public
any writing that contains information relating to the conduct of the
publicʼs business, including but not limited to court records,
mortgages,and deedrecords,prepared,owned,usedor retainedby
a public body regardlessof physical form or characteristics.
Eli
.
P
.
1
<
5
The definition of "public record" includes "court records," paralleling
the expressreferenceto courts in the definition of "state agency." ORS
l92.4l0(5). The intended scope of the term "court records" in ORS
l92.4l0(4) is not clear from the legislative history of this statute.There is
evidencein the legislative history that the legislature intendedthe term to
embrace only those records enumerated in ORS 7.0l0(l) and (2) ("The
records ofthe circuit and county courts include a register, judgment docket
andjury register"; and "The records ofthe SupremeCourtand the Court of
Appeals is a register.")I3 However, evidencein the history also suggest
s access
that the legislature intendedfor the Public RecordsLaw to provide
. r rr-,
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....1-..·.-r€++¤»~l
int-A
nvizlpnrp
it) 111611'l21IG1`l3.l $110111[LSU 1I1LU Uvlucuuc
S
this question
for1future resolution.
r
in
Q iutlirtinl
111cr Juurorar
1ʼ\lTl(iFtE(lll'lO.
pr ooooorrré.
WC
VVV
l€E1V€
Luuvv
)
1. Writing
,'IL;,Z.,
The defmition of "public record" in ORS l92.4l0(4) and the policy
uy
I
PUBLIC RECORDS
the Public Records Law from the public body if the public body has
Qi
i
PUBLIC RECORDS
4
lit
`
`V
7
ʻ.ʻV
¢
.., 1.-
Public records include any "writing" containing information relating to
mp
of
nublicʼs
ORS
l92.4l0(4).
The
tenn "writing"
LUG mmlunr
Laulluuut
U1. the
uiv
yuuiiv
u business.
uuuunyuu.
VA`--...
.- v\ ./.
.
is defined expansivelyby ORS l92.410(6) to mean:
handwriting, typewriting, printing, photographing and every
meansof recording, including letters, words, picttues, sounds,or
symbols, or combination thereof and all papers, maps, files,
facsimiles or .0 recordings.
.I§j
Note also that "writing" includes information stored on computertape,
,;
microfiche, photographsfihns, tape or videotapeand virtually any other
method of recording
infomration. ORS 192.440 expressly recognizes
,
(2)
._thatpublic recordsmay be in "machine readable
or electronicform."
_·
., Many public bodies use electronic mail (e-mail) for communications.
Hinkle (seeApp F— Public RecordsOrder, September3, 2002, Long (seeApp p
F-49); Public Records
46); Order, November 19, 2002, Forrester (see App F-50);
_,
--j;?
is a publi record Eve after individu emessag are
Public RecordsOrder, March 29, 2004, Redden (see App F-53). See also 46 Op]
ʻ
'·iif_1ʻl:}
from
an
individualʼs
computer
work
area,
the
.-%E:n1
c
.
n
al
rnail es message
Atty Gen 155 (1989) (Oregon Medical InsurancePool not a "public body" subject;».ʼ
2Qfigenerally
continue to exist on computer back-up tapes,whichs are also
. j·ʻg§§g1elete
ail
to Public RecordsLaw) (seeApp E-6). However, we believe our opinion that thejg
jg
records. As with any public record, a public body must make all
_`
d"-.
Oregon Trade and Marketing Center is not a "public body" subject to the Publicf,
``ʻ
:
lnonexemnt
e-mail
f`or
and copying regardless of its
_
»_`,'_~H.·§tu:.J.\4!\.\.41..|.AAt.l
n»
vʼ.\.1.n-bx; available
uvwxnwvnv
Av- inspection
.4
RecordsLaw, 46 Op Atty Gen 97 (1988) (seeApp E-6), is no longer correct
_
gstorag
location.
ʼ
.
»
light of Marks.
J
U
l
r P
e 4ʻri.
-?
I046 Op Atty Gen 97 (1988) (seeApp E-6).
tel l ii. QE..a;_.j__._..
ʻ·-1¤.·-1992,
Smith
(reports
are
public?
H Cf Public Records Order, December 11,
»I
FV? " .I·ʼ`..
e`r..-:iʻ1
fir
I cmu: 1707,
IORO
nli Jl
'X77I, S
8 1.
l UGC
Sen Luau
nkn
Jurv
Service
Re.SʻO1.tlʻCe
Center
V.
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r-· `\}1
·
. .1re,,r gm,.
-,-41.-,.+
HAL
LMW5
UH
uu:]
uu:
vuai. amour,./lr
V., V-.,...,.
..
Ezgiii
records when contract makes all work products resulting from contract mej
ʻ»
199
Or
App
106,
111
n
2;
110
P3d
594
(2005),
rev
ʼd
in
purl
on
other
property of Departmentof Human Services)(seeApp F-27).
ʻ,.
ʻʻIground Jury Servic Resourc Centev. De Muniz,340 Or 423,429, 134P3d
I2 ORS l92.4l0(4)(b) specifies that writings not related to the conduct of oʼtU
· s, (2006 (jury
e poolrecord
e
r
consistin
of "sourc lists," "mastelists," and"term
publicʼs businessand contained on a privately—
computer do not constitute
¢_ʻ
ar
not
subje
to
disclos
undthe
PubliRecor
Law
owned
"public records." I
I » }*
)
s
g
e
r
e
ct
ure
er
c
ds
).
.r
.·
'·`i.ʻ1il{{.·_ZZL·,
·ʻ.;br*·.r.·»r.·.);*i;ʻr
_
*}?~¥.?i?rl~`.Fʻ
e ʻ· I'
.·
,
.
"'
.
_
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,
ag,.
·,.
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¤,:·.
.
.._.
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ʻ
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i rʼ·:ʻ.̀l,·j
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n
I I
PUBLIC RECORDS
Ql
QI
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il`
1*
~;
71
Ti
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i
(
.;_
fi
it
g.
The distinction betweendisclosing an existing record and creating a
record is especially important in relation to computer—
data.We have
stored
concluded that although computer data and printouts generated for use by
the public body are public records, a public body is not obligatedto create
new information using its computerprograms or to createa new program
to extractthe datain its computerin a manner requestedby the public.I5
ri
il;
if
ti;
lr
tit
1*
ill
1y·"ln:I
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li;·
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tli} 1
<
Iii
.
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21
}
Lal
gi!.
rr
xiii:
ul
Till
iii
Mi
lr
r·lr
will
li.: ·
ui
Mil
ʼt·li.
[tr",
W
fill
,
The Public RecordsLaw doesnot imposeon public bodiesthe duty to
create public records.Public bodies.are not required to createa record to
disclosethe "reasonjng" behind their actions, or other "knowledge" their
staff might have.Nor doesthe Public RecordsLaw requirepublic bodies
to explain or to answer questionsor provide legal researchor analysis on
abouttheir public records.I4
`
it
s
in
. tt;
.1I`.iiI
EI
Qty}
»|Mit
1
e11f'
at
si
13
1
VI tw`;
"
* li'
PUBLIC RECORDS
K
tI
..
2. Prepared, Owned, Used or Retained
Recordsneednot havebeenpreparedoriginally by the public body to
qualify as public records.If recordsprepare outside governmentcontain
d of the publicʼs business,” and are
"infor1nation relating to the conduct
"owned, used or retained" by the public body, the records are within the
scope of the Public Records Law. For example, we concluded that a
contract giving an agency ownership of everything created by the
contractor meant that a record never in the agencyʼs possessio was a ʻ
n
public recordsubjectto disclosur under the PublicRecord
Law.I7 We
also concluded that a letter
of Collegiate
e from the American Assembly
s
Schools of Business to Portland State University
=
Sincewe first addresse this issue,we have observedpublic bodies at
d
every level of government
move toward computerization and electronic
storage of information. The publicʼs access to this information is
increasingly dependenupon its retrieval by public bodies through the use
of computert software or programs developedor acquired by the public
bodiesat public expenseWe believethat the Public RecordsLaw imposes
. bodies to retrieve and make available nonexempt
a duty on public
computer or electronically stored data and infonnation, when requested
through the computer software or programs in use by the public ,body. See
ORS 192.440(2).This doesnot mean that public bodies must develop or
7
(PSU) was a public
recordbecaus it wasretainedandusedby r>su.ʻ*
_
e
However,
a documentpreparedby a private entity doesnot becomea
I
public record merely becausea public official reviews the documentin the
courseof official businessso long as the official neither uses nor retains
the document. For example, we concluded that sample advertising
..I
materials,preparedand owned by a private advertising company,did not
I
become “public records" when the materials were in the temporary
_
custodyof a public official for purposesof preliminary review,prior to any
_. official decisionto usethe materialsin a public information campaign.I
9 or agency
.
.?.fʻ
All documents in the possession of a public officer
{.°·
``I
Q employee are not necessarily public records. For instance, correspondence
acquirenew or additional software or programsin order to retrieve the
~
b61ZW66 tlʼ16 O1'6gOI1 GOV
ElZl'1iC C01'l'1I1'1lSS1 (OGEC)2° and a
requestedinformation.1°We merely concludethat when a public body uses
public
official conceming
the officialʼs
possible violation of ethical
I1
€1ʻI1l1'1CI1l2
S
OIl
computer software or programs to retrieve information for its own. ,.._
J3¤ .=ii.:·vii (obligationsin ORS chapter244 is not a public record in the hands of the
1·ʻ·
purposes,the public body must use that same software or program to ,»»
$i:l·¤`-,ʻ . ?}
f ʻr~{
retrieve and make available dataor information storedby it in computeror .cf
..I
3,.II Public Records Order, December 11, 1992, Smith (seeApp F-27); but see
_
RecordsOrder, March 23, 2005, Har (stateagencyʼsright to accessrecords
electronicfonn in respons to a public recordsrequest.To the extentthat--:_-;g;;§ —. `=F
by contractor not sufficient by itself to qualify records as "public
our prior advicehas
e suggeste otherwise,we now clarify our interpretationQ.* Q =-· I_..
(seeAppF-57).
.
of the Public Records
dLaw.
,
._"=`L -..·!
IS Public RecordsOrder, April 28, 1988, Koberstein (seeApp F-12). See also
_>
rl_; lmj...
-·
,
Ambulance Co., Inc. v. Multnomah County, 102 Or App 398, 794 P2d 813
=.; 1-Z
-. IQ2§i(; (even if documents developed by contractor are public records only
199O)
contract gave county perpetual
use of them, contract
cannot create
%..ʻʻ Vbecause
I4 Public Records Order, May 26, 2005, Andrade (see App F-57); Public?
~ ?: exemption to public recordslaw) (seeApp C-1 1).
RecordsOrder, February 23, 2006, Kane (seeApp F—
6- ._ 2 =
I5 Letter of Advice dated June 1, 1987,59).
to .lim Kenney, Supervisor, ʻ.
Urban—
Section,Departmentof Revenue(OP—6l26)(seeApp E—
i
"'I'J]ʼ
APublitl
uunnv
.
I6
n,.,.,.,.1..
nanny
1*
Unmao
{wp
Ann 1-7-4%:
Renewal
"' 11..1..1;,.
lʼLlbl1C
KCCOIGS
UTCICI, ini.,
July
1/, onrm
LUUU,
rurgey
(see App
i·- 5).
n--.....rKCCOIGS rx..,1....
U1'(`lC1', rx..i..r.,...
UCIODCI
12
1..1.m..-D1.
lam;
7
I ʻ$ orm/1
/.1 ll I4. .lOY`l?ll”lSBl'l
ISCC
1.},
LUUW',
JUXXUAJQUAA
\¤\.¤u
Ama
AU!)
A xy].!
l3'-<·<\
17*.).)
1 .1- l.
:;,£
5.·ʻ: . · Lʻ ;7Public RecordsOrder, August 6, 1987, Larson (seeApp F-9).
IL "ʻ U1U5U11
..,..,\../
...-..-----.,
- L,
Oreorm J.:C1W¤
Tnwc LUUI,
7.007 vnaynun
nhantre uu.1,
865_ guuuvvuvn
subsection 40b(1)
amends
ORS
244.250
L;i?
.
to change the name of the
"Oregon Govemment Standards and Practices
r
¥— A"C0mmrssi to the"Orego GovernmeEthicsCommission
rg ¥:-i. on"1...
n
nt·
."
>
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e
;.;·¥»"ʼ `V
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_1
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yn
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'.,,·;..r.»
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..
.
.-...1r,.
·
; ,c,.»,_·.'.,.»__.r_r`_,!_—1_,_.,1_.ʻ_.ʻ,—1_l..ʻ,.:H.r14:»'.>."
1·l.,u,
_,;,,ʻ,.
,1* ·
..ʼ.
Y1.} ,
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·
·
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g
iiit
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PLIUIIU
§ʻ
¥
his or her private capacity.
2I Inspect or Obtain Public Records?
D. How Can a Person
ii
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·
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ul
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nffininl
U.L1.1\a1¤.|. lxecmrsn
Ucvauov
the
una OGEC
x1x.u.4x.»
·
.
»
1
1
I
i
·
1lʻlV€SʼElQ3.IlO1'1
DCIʼlZ8.l1'1
to
01:11613. in
in v voerbweavaa
rv.
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+1...
OregonPublic Records Law, not the federal Freedom of Information Act
(FOlA).22 Nevertheless,public bodies should not deny a requestfor their
{
Q
i
recordsmerely becaus the requeste calls it a FOIA request Oregon
public bodies areenot, however,
r bound by FOIA timeframes
. or any other
ll
requestto be in writing. Seepage B— for a sampleform of written records
request.If it choosesto require written
requests,a state agency should
2
adopt such a requirement in compliance with the state Administrative
Procedures Act.23 This assists in identifying the records requested. lt also
establishes the reason the public body released the record, if releasing the
record results in a legal challenge.
·
yy
gli
1
$1
11
1its
lil
sill
rtl
l5i'
lvl
1M
pl.
1
int
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il·'l`
{il
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¤
M milqlql
¤ Fnr in crxnrtfi {N1
The duty to make nonexemptpublic records avarraorelor rrrspccuorr
1
and copying tmder the Public Records Law is on the "custodian" of the
public records. The term "custodian" is defined as that public body
mandated to create, maintain, care for or control the records. ORS
J
Z
192.4l0(l)(b). However, the term doesnot include a public body that has
custody of a public record as an agentfor anotherpublic body that is the
custodian, unless the record is not otherwise available.2I ORS
l92.4l0(l)(b). When a public body that is a custodian of public records
has received the records from anotherpublic body, it should consult with
um
Meeimriuc bodv
regardirrg
the
records may be exempt from
1TlC
U11£.ll1cLL1.l1):.
Uuuy
".-.....--..
...,.,
-Ll.1.U \.l.L;&1.uu»·•-anna
V
.. -J
..iwguruaub
a Dc., r
Q whether
I
disclosure. See ORS l92.502(10).
Beginning January 1, 2008, a public body must make available to the
§
public a written procedur for making public recordrequeststhat includes:
—; F
e or more personsto whom public record requestsmay
1) the name of one
2}
publicrecords. SeepageB-3 for a sampl procedure
2ʻ a personwho is a party toe litigation
. involving a public body or
When
I
bv
legal
counsel
on ...a matter
to which the recordsare
Ury
sugar
vvouauva
va.
-....----J
--5..,
c ,
-1..11 ..
_
.V;
requirementof that federalact.
.
s Beginning January 1, 2008, a public body may require the records
be sent, with addresses and 2) the amounts of and the manner of
ʻ calculatingfees;that the public body chargesfor respondingto requestsfor
9
2. Records Custodian
Requests for records of Oregon public bodies must be made under the
ig
·
PUBLICRECORD
S
1...,1.
aq
W-hm
l'l()LlV
15
U\.}\AJ
Au LUULGDGLLLUU
1.2\é1.n».`n.•v..--•·..
,relevant.¤mmd
1
....
.
the attorney could violate DR 7-104 of the Code of Professional
Responsibility by asking questions about the meaning of records or
attemptingto elicit admissionswhen the attomey knows that the public
t
`
1. Making a Request
-—
1
.
PUBLIC RECORDS
.
p
2
{fi
1
._
·"
,Lé.;j.,
ʻ
3. Responding to a Request
-..»“1n¤4in
vmnrln
in
u11'il'i1'\
U . the public
11--;.,..,.;...,..
Tr..».."w·¤
1 'HIHX
1+ Q 1ʻPfTI`IPQT
1R
`I'l'lH(lB
lll
\NllLl11E.
Beginning January 1, aooc, rr a requesrrs rrrauc
....g, ..-- ,.-.---body must provide a responseacknowledgingreceipt of the request "as
soonas practicable and without unreasonabl delay." The responsemust
alsoinclude one of the following: e
I
·
.::
.
1-.
S
·`.I
I-. · 1ʻ;ʼj.
.
%·< — » .
{
=ʻ·
1.1—
=" i' I ` `.~?·-
r.=: -51;..-:
,
.jt,z _.
_I s ;;;r'.,n.·:.>
_
iii;
who has filed a tort claim notice under ORS 30.275(5)(a)uses the Public
RecordsLaw, insteadof discovery tools, to requestinformation relating to
the litigation or notice, the party must notify the attomey for the public
body. ORS 192.420(2). An attomeymay requestpublic records directly ,;Q
from
a tl\.LIJ|.1\J
public
without
consentof
public bodvʼs
counsel,
but i
1.A.\.ll.LL (alL/\I\AJ
vvL|»|.a.\Jvs\·
vvanuvnnu
va. the
•-Env I.a•»`/-4-r
uu¤»J
u legal
-·$·-..
-25bodv
5t;};=i_:;'—.}
,
. •
A statementthat the public body does not possess or is not the
custodianof, the public record.
· ,
_•
.
Copies of all requestedpublic records for which the public body
doesnot claim an exemptionHom disclosureunder ORS 192.410
.
to 192.505.
.
I iIʼ.A statementthat the public body is the custodianof at least some
;,Qi
of the requestedpublic records, an estimateof the time the public
I
**
··body
requiresbeforethe public records may be inspectedor copies
ʻf*
V
`
3-. `=i.`?T
_j__
¤
_ —.`_
?·I·.
;;
—····—m··m—m"
of the recordswill be provided andan estimateof the fees that the
;~==;.1< I :-. - . ʻ -{Iii2I Public RecordsOrder, June 28, 2001, Zaitz (seeApp F-46).
~iiii.;
62 .. `.
i
ʻ_
5
iʻI
I
requestermust pay as a condition of receiving the public records.
22Statestatutesoutside the Public Records Law may also provide a right to .. *5Q Q.} Zi' . · . i;ʻ?
·*
*i·II=
requestdisclosureof recordsfrom a particular public body. Oregoniansjbr Sound —
ʼ.l;.·1ʻ· A
if
i-?:}~¥.
EconomicPolicy v. SAIF, 187 Or App 621, 69 P3d 742 (2003) (seeApp C—
;
'_ ' ' '
Ponsisi.5i0(9),is2.2a 183.35
` ' ` Ai 21). I
; Eg gs Ti 1I2.eé"
·ʻ.[_iI;;"OregStatBarForm OpinioNo.1996-14
_ ʻiF* .· ;i
24ORS l92.440(7); Or Laws 2007, ch 467, § 1.
i ?-V?¤ʼ¤-ifi
-Z I ~ Public RecordsOrder, December 17, 1999, Sheketoff (seeApp F—
5,
5.J
e
al
n
4.
25The attorneyfor a stateagencyis the Attorney `General.ORS l92.420(2). *I r .s5··I - .-:35;;;.:2}gr.. I on
zi`
43).
·3e&i%—t;;.i¥2—?e. 1 .
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,.._1
.
I
_'
.,.
)1__
.,
.ʻI.1':`·,f.;ʼ1";.·'r.·ʻ]-;*.if,,;.1_'..".:`,,·.
_._·,._/_,»__
i,U,.
r.
_
_
.._
.r·.;
.
I
l
—,.ʻ
1l
•
into account. The public body may consult with its legal counsel to
determine
29 whether records are exempt from disclosure and to receive
advice on other questions relating to the Public Records Law. See
Consultationwith Legal Counsel,below. The public recordscustodianacts
reasonablyevenif the custodiandoesnot comply with timelines imposed
by the requester,so long asthe custodianprovides accessto the nonexempt
body possesse the public record and that the public body will
searchsLVL
for the
record
and ---...-make V".,
an Yappropriate
responseassoon as
DUQJUL1
Lnnv nvvvn
»• »·......
I1,
practicable.
;
records within a reasonable period of time. It is not a denial entitling the
requesterto petition for releaseof the records if the custodian does not
amvide
access to the nonexempt records within the timeframe set by the
[)_lUVl\-Lu uvuul-vu cv -Ai-» A,.------
A statement that state or federal law prohibits the public body
i
requ€SlC1ʻ.3O
,. ,.1 -.,. ,1.“·.l,\,l
II`OII1
nina
8Cl(l'lOWlC<1g11'lg
urln¤+l»1¤·r·
record exists or
flip
Wlleulel
A
uic
inspectionof records expresslyextendsto records malrl.an.--. --.-- ..-.- readableor electronic form." ORS 192.430(l). The law also requires the
custodian of records to provide persons inspecting records with
paragraphmust include a citation to the stateor federal law relied
upon by the public body.
-,. D ¤ co. .. ..,....1.. ram. ar Taqmmqeto a mrblic records reduest.
l1·;;l
1
O AA
{{5
}?
;..!
The publ1cD body may
request addmonal mformauon
or c1ar1iicat101from
1
U
me
mnuegter
for
the
numosc
of
CXD€dlt11]
the
pubhc
b0dyʼs
rcsponsc to
14
Lllkz
L\.1\.1Ll.\.u0L\:L
LU;
Luv
yunyvuv
va.
-·ʻ»I.·-..-----D
---1.
. .
E
the request.
Sec page 1:5- I01ʻ 2 sampw mum ul mupumc
iw
.
*:
,
1:
2i—%
`},
su}
,l[f:;l
%
Eil
;iQ
n
i_!
~J
;j1
Hi; $
gyli .
?.;
ug
¥Ii
n_
e
i iii
$j,·
M,
l?i
=
M r
{if
xii
AU
QM ʻ
FW
3m
W_
*
Xwr
{iii
Q
Z
rW
m
`»
}1ʻ M
y
—
vMi
ʻ§
M1
;W
?;¤QUI
E
uE
»w
ZE
E
{I
1se
A;]
R:
*l N
g
gg;
l
U1
};
€In
u
-
The custodianʼs duty to provide reasonabl opportunities for
.1..,..-+...-iain mmwlg
“maintained in machine
e
that
acldrowledging whether the record exists would result in the loss
of federal benefits or other sanction. A statement under this
iii
;Qi
. .
.
L Q yum-.
W--N.,
.
.
.--1..--..
"reasonabl facilities" for making memorand or abstract from the
records.
In short, the law directs public
e
a bodies to takesreasonabl stepsto
-ʻ
e public records.
accommodat members of the public while they inspect
However,
the public body need not bring the records to the requesterʼs
e
place of business?]
The Americans with Disabilities Act (ADA) prohibits discrimination
againstpersonswith disabilities in governmenta activities and requires
l
publicbodiesto ensur that their coimnunication
with individual with
28
4. Proper and ReasonableOpportunity to Inspect
.§ .1 .. ʻ¢-W-Annv
ORS 192.430requires a custodianof public recordsto provide "proper
and reasonabl opportunitiesfor inspectionand examinationof the records
in the
e oflice of the custodian" during usual businesshours to persons
seeking access to public records. See page B— for Helpful Hints for
8
Respondin to Public RecordsRequests
g Although as discussedabove
. a public body must provide a preliminary
'
ll
PUBLIC RECORDS
i
.
1
1C- A ....
{fr!
?
.
.
l
·
PUBLIC RECORDS
x
1
111
2
1,
gʻ
1:
al
1
{lg
*
nhl;
»,;`_ʻ_·
A statementthat the public body is the custodianof at least some
of the requeste public recordsand that an estimateof the time
d for disclosure of the public records will be provided by
and fees
the public body within a reasonabl time.
e body is uncertain whether the public
A statementthat the public
I
1
1{
1
;1
ifi
»_:
·
,
r
*`·
·*
•
A
1*
P
1,I'
,____j__L,_
___,̀__
disabilities arease effective as communication
with others.
Providing
s
s
nonexemp public record under
the
Oregon
Public
Record
Law is a
s
32
governmenta
activity
covered
by
the
ADA.
Thus,
when
making
public
t
s
s
l
record
availabl a public body must provid an opportunit for
-"individuals
s
e, with disabilities to request an ealternative form
y (large print,
rasnons
to
a
"as soon as practicable and without umeasonabl
L\JsJ1J\.lLl•J\i
\•\I
lo- request
Awsimvuv
"Q_
. _l3raille audio tape, etc.). The public body must give primary
records
e
e
delay," the publicʼs "1·easonalile opportunity to inspect
to the choice
Y_.;
,
33 expresse by the individual, but is not required
_ (consideratio
the
public
body
a
"reasonable"
time
to
actually
_ il 2;:;_.:
·`.``¤ʻl.1·m..m·nvirle
GCVICCS
Sl1CIl
D1¤5VUl-MVN
5*“°°"“
"ʻ *"“`“
correspondingly allows €ʼ"
__-¥@L\E!
yu;
ouncu
uv
v av-- d ..-.--... n'
`P" hersnrlal
“""ʻ·rʻ
·“*··i~··
···*·*l HS
¤¤ I-prescription
classes or
readers for
·_·
"n —·`;-.·;
,
rʻ§y1.UV1.uL.·
provide copies of the requeste record or make them available for q..c.a;,ʻ, = . '}-`j·ʻ:;·._
··
.·_;r=;;§;; AT Z-..· ;-rw ...._;
¢* ··
·~ · ·
. ....
--1-1--.:11
,1---....1
-`-cnn
4-kn I gi l—,·.;j_» ·. -.=ʻ`
inspection. The amountdof time that
s is reasonabl will dependupon me cr? »` gi ` W . ·\· -·
a --2+
--=
volume of recordsrequestedthe staff available
to respondto the records . =. r..=
e
gl ʻ -ʻi2·ʻʻʻʻ gg. 1-. 1 1· vt -- J- rx..;....
.
Dprlrlsm (see Arm F-57i.
·· - ·
11......-.1.-.m·O
")(\f\A
Records Order. December V, LWʻh 1\¤¤¤¤¤ \¤¤¤ nw * ~ · 1? —
requestand the difficulty
in determining whether any of the records are . — .ʻ~-.ʻ` =.
,
J- -·.~~·"Q
.
“iZʻ?"
ʻ.IYY`f"ʻZ-Yʻ.T`“Z
km vox152via (1990
(seApp
Dublin
l **““.M0rse Bros., mc. v. uunu, iu; ur App cu, me l 2.. .., \.,, "/ \"" " if;
* 5
ʻʼ._
exemptfrom disclosure. The public b0dyʼs need to consult with another
J
agencyfrom which it receivedrequeste records may also needto be taken -.3
·.i
d
28ORS
l92.440(2l;
Or
2007.
ch 467, § l.
x1;. Laws
;.n.•.u¤
..ʻ,
\J1\IJ
l /·l•¥
'
ʼ 'V\!·],
=`· e `VG-lla.
%IJSYJTRQHTQ,.
A
ʻ 30?Y
A 5 _. i ʼ
~
evi
·.`;;;Z·.r`- ʻ1;f:5·
e
§`.
ʼ
·
LF @5;S€
ii.
as ʻ
» 4;%*
F- · W5 ·]`-ff. ::2
Yi ?
7 %;Iea.l.l
(1
i
Public RecordsOrder, April 3, 1989,Harrison (seeApp F-19).
`»:
V3.342 USC §§ l2l3l—12l32; 28 CFR § 35.160.
2 28 CFR § 35.104.
gf?3
e
-
;_,"1i`}:j_ni:r,-·_~_ʻ;;·}g;{;3§:,»r'v»._;`·,',
.,',*
—,
·._
12
isi.·.!
lli`·
~
i
wl
-. ----.--1
li
gr
r
`ll
ZJ;.
·_. ;i.__» _·;r_l
._·¤··,¤ ,,.,
··,,r,,l:
4».,·:
,
r
.
.
-
i
PUBLIRECG
-...4.. 34 rm-,. ....1.1;. 1.,-1- as ahrariaa
C rntu mmirior
RDS me
Stlldy."
IHC puDl1C DOC1y is crlullcu
uuiimuci
nrc
-
`
rho
records and
interference
the
regular
duties
the public
Lllkr 1.\/\J\J1.\A¤
(A·LL\L to
bw prevent
yavvvnau
1A;vv».•.¤¤;
-umv-Y with
·· .·-.
-...... -G----.-.-.-,L of
il
ʼ
1
_
body. We concluded that, subject to these conditions, a requester must be
allowed to use his or her own equipment to copy records, and cannot be
ihe form that the custodian would
compelled to accept records
provide.
A 1+1. m sn-la
37 AlIl'1OLlgl1
undu financiaor administrati bLll`CiClPubli bodie shoul consul
_
with
legal
counsel
if
they
are
uncertain
of
their
obligation
to
honor
the
_
e
l
ve
'lS.35 c
s
d
t
-ʻ
al:
Qui]
{jil
!
1j
l1.
jill;
°i'v
requesterʼschoice.
other
U
Lllbl
x;rf=
an
ifiai
jlZ`?
`liiiaf »
remiester.
See
1
\J\iLl\J¤
LU1 . 1Jvu
Waiver
OT R€(`lLlCʼClOH
Of Fees.
d1SCL1SS€d
=
5 a:
l M
¤iY»
¤ʻjJ1
`
=·<
il
—
2;,.*
1
?
<,!'il_
li'.
jwl_
l iiziiii
l [JI`
!.
{I 1*
1
,.§,l"¤
.; lg":.
%
2lil.
{ ~"`*
*
!
· gill`
;}r;l
ʻ%
M]
3428 CFR
iiilfi
l
i
V
Y
.
5FS3(P1
6u6Ea9 »
7p9D8
·.
p 3)
35.135, 35.160.
35 LU
72 (TPR
8
35.164: JVDMJUH
Nelmn v.
\u1`1\
3 JJ·L\l'I',
V. 7`hornburgh.
Linz:
lbuvu én,
qv,
A
..,..1,1.,
.,.,,
\....,
·
·_
__
_
- ..
-,-.-/)
1,,.:;%..,:
aff"d 732 F2d 146 (3rd Cir 1984), cert den 469 US 1188 (1985). A
36Beginning January 1, 2008, the Public RecordsLaw no longer requires a
custodianof a public record to furnish a certyied copy of the record on demand.
ORS 192.440(1); Or Laws 2007, ch 467, § l. Public bodies may, however,
continue to offer certification as a courtesy to requesters.Certification is not
difficult and may be included as a statementon the cover sheetor last sheetof
copy. SeepageB-6 for a samplecertification.
Copies of electronic records are more readily susceptibleto being
after a certified copy has beenprovided by the public body than are hard copies
records. In certifying an electronic record, the custodian may statethat the
provided in electronic form on a specified date is a true and correct copy of thejpj;
I };
i 3.%;].;
l
; ill
r").
i ph.'i
z ljit
ʻwi
i ~:
1ll
W
1':r
· "ln
b
; ;ʻ,l.
r in
=%?
1sw
>
i ii.
.Z `
· l ;ʼ.;¤
original, but that the custodian cannot ensure that the electronic record will not be
modified after its release from the custody of the custodian. See page B-6 for
: i `.
,
sampl certification
e
.
`
Ql1I'\I'\'\`H'iʻP(i
111'\(`iET`
(-ii`lHli'€l`
... . ,
If the public record is maintained in a machine readableor
electronic form, the custodianshall provide a copy of the public
record in the form requested if available. lf the public record is
not available in the, form requested the custodianshall make the
mrlqlie LULULLL
reoorri avcurctuuavailable ,ru
in the
form ru
in which
the
custodian
pLlUllL3
urn
Luau;
nan-I.
-.--.
maintainsthe public record.
see
A-1 for
discussion
of
1J\.»\.» oaoe
yuéu
rxr;
ru;
uruvnuuirvu
ua copyrighted materials. See also Fees,
*-3}*-
to use their own equipment to make copies, subject to reasonabl
restrictions imposed bv the public body in order to protect the integrity
of
e
{iii
¤i(h1Qh'I1'P
copiesof recordsmaintainedin machinereadableor electronic fomi:39
below.
A person may request that the public body provide a copy of a
..
-.4
.
.
'§(Q,.'.“
. ,.7*
7. 4* L1, requeste record if the record is susceptibleto copying."ʼ The rights ofthe
public,
however,are not limited to a right to receive certified copies on
d
demand. ORS 192.440(l) not only requires the public records custodian to
furnish copies on request,but also to furnish "reasonableopportunity to
inspect or copy" public records. This duty extends to allowing requesters
..l;l
;*!
=ʼZi!
lz
EE
.;g`|,.|
·ʼ·
N.Zl
inriixrird11¤iʼ¤
for the
public
record, it is not subject to the copying requirements.ORS l92.440(8).
Oregonelection law specifically prohibits the copying of such a signature,
exceptby electionsofficials acting in their official capacityfor purposesof
administeringelectionlaws andrules.
38 explains a custodianʼs duty to provide
ORS l92.440(3) specifically
5. Copying
well
nn
211 lllulvluuzu
s signature
suuiriitteu
und-1 URS -rlapt-i
1 of registering to vote is subject to inspection as a
purpose
-·
Note that a public body may not charge a person with a disability to
cover any additional costs of providing records in an altemative fomi,
althoughthe public body may chargea fee for all other "actual costs" that
mav be recoveredunder the Public Records Law iust as it would for any
lll
. g{_
.
,.'_]i<,1__.._·
resourcesavailable for use in the funding and operation of the program
from which the records are sought in responding to a request for
altemative format, and may conclude that compliance with the request
would result in a fundamentalalteration of the natureof the program or in
ii
a
· i~
w
i ·vl
=
.
{2,;.
e
·
---- --
pC1`SO1'l3l USC OI
L,.
· ·,·
A
was
.-ʼ #$7*1
,.1-;,..
below, for discussion of costs.
.
6. Public Body Prerogatives
_
A-
1-.--
- -1.
.- ....
--.·A.»`».o`·|-
in ordetoprotecidentifie governmeninterest
r
t Ruled
tal
s.
a. Protectiv
J-.
4... a..1...
The Public
Records
e
s Law expressly authorizesa public body to take
_.
L'-fil
fjggreasona
measure
to preservethe integrity of its recordsandto maintain
-` =ʻ
`i
s
efficienc
andorder
` ble
—
y
:
·» i`ʻ`1Q3 39 Op Atty Gen 721 (1979) (seeApp E—
3).
. ?·”~oR 247.97
YIf- P53949 Op Atty Gen 210 (2000) (seeApp E— Public RecordsOrder, April 22,
°.,s
3.
.f_—§i2004,?
7);
(seeApp F-53).
5
.·ʻ·
· ~.
Birhanzl
;*>·;A:.==¢·¤· c·
,;.
—·
`
4
we
.q·
»
..-i
c
"?.
·
· ·1
a;. ;=¤ʻei;? {-wav
3`€¤·`Eʼ}?£`é?
' .
—.
`
In
The statute implementing the publicʼs right to inspect nonexempt
_,records
use the term "reasonable"to allow limits on inspection,
s
`
ʻ
·
·
·
A
. 11
rm
- if
nt-. ....
.--1-1,.31
1:.-..24.-..,4
public
{lllixamination
and copying of public records.Those “reasonableʻ' lll1'l1'ES ETB
&g
"ʻ €?T:`<
· "*~ʻ·$3< #2 ¢ `
—$$
·1.Z"ʻi·¥.}i£¤',..·*.¢.~·ʻ.}§$i·5?,i.,
,».·.
}
14
I
1*;
W
1
.1
};{ji
.
3
1.
il
ill
1,
e1`_
irlr
L
i
Q;
1ii ʻ
rl!
ir,.
We
,1,1_
1*;*.
r;·l'1l
lis;
gi·1`
11.
·`!
1~` `hl
?.`,
1.1.
=I
:_il·1
1"
1*;
%
M
1L
2 ;·
%
1Fil.·1
rr
:
1
ʻ11=-
1 *.
Fw:
1=11
1 1
"11
,ʻ,;ʻl';
. 11·
Lwill
1l
_ʼ1·
¤1*
2`
11,
Killi
1=
11
iv.i
.1
.` 1.1
1
E11ii
jiivl
k11
tri
i~
lifl
1
_
.{ lil"|1ʻl
1·*1ʻ
1 1 .1
1 ;',1Il
1 1*
11
ir
`
_»
_
·
.
»,;»r,·-
,r;.:
-.,.·;.;·,
_..r
.-·.....,,·
1.·.
; ·
. _
. ij;'1
1.ʻ;: 1
l il'
,,1,
Q
r|
1';
1 { 1
,
. .
PUBLIC RECORDS
The custodian of the records may adopt reasonabl rules
necessary for the protection of the records eand to prevent
interferencewith the regular dischargeof dutiesof the custodian.
PUBLIC RECORDS
15
duties."4 However, a rule or determination that required inspection of
records
on the premisesof the public body regardlessof the circumstances
3
likely would not be reasonable
.
b. Fees
.
ʻ
ORS 192.430(2).When public bodiesestablishprotective rules to maintain
The Public Records Law expressly authorizes a public body to
the integrity of public records or to preventinterferencewith the duties of
establishfees "reasonablycalculatedto reimburse the public body for the
the records custodian, we recommend they do so with notice and
public b0dyʼs actual cost of making public records available." ORS
opportunity for public comment.This avoids the appearanc of arbitrary
l92.440(4)(a). The statutealso expressly permits a public body to include
action. State agenciesshould adopt their protective
e rules in compliance [
with the stateAdministrative ProceduresAct.4° A rule designedsolely to
1 _ in its fees "costs for summarizing, compiling or tailoring the public
make public accessto records more difficult is not valid. A rule or
records, either in organization or media, to meet the personʼs request."
;``g
1
ORS l92.440(4)(a). A public body has authority to chargea fee in excess
regulationcarefully designedto prevent destructionof public recordsor to
expedite staff identification of requeste records would be lawful. For
fi—
of $25 only if it first provides a written cost estimateto the requesterand
example,we denieda petition forddisclosureof recordswhere the requester
receives confirmation that the requesterwants the public body to proceed
failed to comply with the Department of Correctionsʼ administrative rule
with respondingto the request. ORS 192.440(4)(c). A public body may
requiring that requestsbe in writing and "specify the record(s) from which
require prepaymentof its estimatedchargesbeforetaking further action on
information is requestedif known."4 However, we doubt that a rule flatly fi}
a request.44 Of course, if the actual charges are less than the prepayment,
requiring a requester
to specify
individual records would be reasonable
,
1
any overpaymentshouldbe reiirnded promptly.
, or other
given that a requestermay be able to specify the subject matter
"Actual cost" may include a charge for the time spentby the public
defining common characteristicsof the records being sought but not have
bodyʼs staff in locating the requestedrecords, reviewing the records in
sufficient information to specifically identify individual records.
order to delete exempt material, supervising a personʼs inspection of
Again the crucial term is "reasonable."The statutory right to inspect
original documents in order to protect the records, copying records,
.
public records encompasse a right to examine original records, and {
certifying documentsastrue copies,or sendingrecordsby special methods
inspectionof originals
ordinarily shouldbe allowed if requestedBut the {fg, _ suchas expres mail.45_"Actuacost" also may include the cost of time
s
.
right to inspect doesnot include a right to rummagethrough
file cabinets,
spentbysthe public b0dyʼs
l attomeyreviewing,redactin and segregatin
file folders or electronic files,42 and a public body may adopt 1
_xrecordat the public b0dyʼs request although the
g cost of theg attomeyʼs
administrativemeasure to superviseoriginal documentreview. Nor does
zétim
spent
detennining
the
application
of
the
Public
RecordsLaw is not a
_.s
,
the right to examine
original records require inspection of an original - .j¢#;ʻ.
s
e
..,,
;?l;ita1riVV2-1¢- "i`§iZZ6 "`M
@1éi`éQ§v2i§BiJ {ii?1§{
§$§i?i6ii°s
vvum
U
. .Vv'V*¤·U;v
recordthat contains someinformation that is exempt from disclosure.In ':·=·
. . ¤..
` ʻ "ʼ\
+1
`
such a case, a public body acts reasonablyif it furnishes a copy of the;_Q :lr“ _r.. r.:j]·jé¥`·-*·`-`“`
original, with the exempt material blanked out. See ORS 192.505.f
.DC\
: ”·1'`; 1.
45 11..1,1:·n -_-..;A-.1-·r--1-.
1n
1nnn
1*.---...
Furthermore, a public b0dyʼs rule or determinationunder ORS j 192.430¤w·{QU! ..,1jt-j gh " Public RecordsOrder, July 19, 1982,Baucom (seeApp l*`—
J _e .ʼ.
__.g`;
1 if Public Records Order, April 7, 1989, Martin (see 5).
App F—19);Public
that copies will be fumished in lieu of inspection of original documents
2
1
Order
Jun
30,
2005,
Mills
(se
App
11-58
p
A
A I AA A_
j-;·"_f
¤
? and toi;
would be valid if "necessary for the protection of the records
ii
1
A
45
But
see
Lane
Transit
District
v.
Lane
County,
146
Or
App
109, 123, 932
;
,
e
e
).
1
prevent interference with the regular discharge of [the public bodyʼS]P?
ʻr.:r'.
1 -
zi
`¢
1
Ziff
ji
·
"·
."
1
-*·\|~J
L114
.
J` 1;
1 `_
-..
`
1 {j`
; 1E1,
3
1
i ~ʻ
*l
1 I 4*
11*.
g·.
.
40ORS 183.3l0(9),183.335, 183.355.
41Public RecordsOrder, July 7, 1989,Baker (seeApp F—
42Public RecordsOrder, May 10, 1996,Kelley (seeApp
F—
20).
35).
/..-...
A ....
ʻP2d` (1997), rei/d in part on other grounds 327 Or 161, 957 P2d 1217 (1998)
_1(publicbody
may not charge labor costseven if permitted by Public RecordsLaw
€8-l
yi
-.... rceporru
ru
requerui
undeOmp
Teshnnrlihn
fn discov
rii¤r·nvm·v
rnnrrpcf
fnr uucurrr
rinniimnnf
rrnrlpr
OR (Tp ll.?)
ji"
"TJ}
$lCfl$).
`
1-rr
ery
st 19,1993,
eirr.
rAppF—
i
° ..Vff nrg
· Record
· (see
-{·
Public
OrderMay
Smith
··{ L- U
s
,
28).
. ·
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....
4
3;·-tj 1
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PUBLICRECORD
S
PUBLIC RECORDS
Public bodiesmay chargefor searchtime even if they fail to locateany
records responsive to the request or even if the records located are
subsequentl determinedto be exemptfrom disclosure. However, public
bodies
may not include chargesfor any additional
y
47 costsincurred to provide
?
.
_
.Z
mamaI`CCU1U.5
j ʻ
an dll
an ¢u.LD|.uuu
arremarive
LU.
vv
format
avrrnuc
to
ev individuals
M.-.. 1--.-.-.--
with
. . -.-- vision or hearing
agencvʼs fees established turder ORS 192.440(4),52 the Oregon Court of
{NDC
.UK§
.--.:.1-
-
-
~
a
Anna
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liiwi
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iff:
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(5.,1;
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rl . [1
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,_ 1tl.
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plat
111
1 H]
i `;gfii
1
1j1
{ ii
`L
tli.
ʻ iiil
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i —
1i ?1·§
1_l|
*
1ti1iʻ
will
ʻz iifl.i
i pr.
;, ),!~
rl
11
available to the public the amountsof and the mannerof calculating fees
that the public body chargesfor respondingto requestsfor public records.
We recommendthat public bodies establishtheir fees for public record
inspectionand copying with notice and opportunity for public commentso
that
public au
is •·-vu-.-AV
aware of
the J-------justification
for the fees. State agencies
LIICLL the
Lllu
yuuxxv
V--,.should- adopt their fee schedules in compliance with the state
Administrative ProceduresAct.49
*, I
1i
1
ʻ I1ʻ K
..'I
.
....
.·.-U-1
l£\
hills".
4-. wmiunf
nw-
,... Ar 1:-...
•·¤r1ur•·h
8.110 (O) 81lOW 3. W81VC1` OI` 1'CC1llCI1OI1 OI ISGS
1*.... .-..i:4.:..--:....
2...-..
--..-
....
-..1.1,.
.1,.-..;..1..
..1.* 1.*,..- .-...J
and
determinesthat the waiver or reduction of fees is in the public
interestbecausemaking the record availableprimarily benefitsthe
generalpublic.
A public body may wish to consider adopting a fee schedul that
e not charge
provides some degreeof flexibility in assessin fees,but it may
more than its actual cost.5°A per— g chargefor copiesmay include the
reasonablycalculated cost ofpage
a routine iile search,and in that case no
additional charge should be made except where the public body incurs
//\
.- -.......---1.. 1-..11....-....
1.1....4. 4.1.-..,.
1.,...
1..-,..-..
,..,,
...,..,.,.,,,..,`.,.,.l.1,,
(6)
AA person
who
believesthat
there has
been
an
unreasonabl
denial of a fee waiver or fee reduction may petition ethe Attomey
General or the district attomey in the same mamier as a person
petitions when inspection of a public record is deniedunder ORS
192.410to 192.505. The Attorney General, the district attorney
and the court have the same authority in instanceswhen a fee
waiver or reduction is denied asit has when inspectionof a public
recordis denied.
_r=
additionalcostsdueto extraordinar circumstance
Whether a per— y or other fees.approachis adopted,public bodies
2
A three— analysis should be used to evaluate fee waiver or
pa1t
reduction
requests. Under this analysis, a public body deterlnines (a)
fi
.-... J- .....»-1..11.-24»...-1
--.1. ..L1. .... .. -...,.1.....
,-.. -.- .1--..4-1
whether
a
waiver
or
reduction
is prohibited L-.by In.-,
law, /l.\(b) .~.·`l».,`4-1.A.whether+1·.¤
the ʻ·ʻ““l»`li¤
"public
must be prepared
to demonstrat that their fee schedulesare basedupon an
ʻ .
page
interest" test is met, and (c) whether to grant a fee waiver or reduction.
evaluation of their eactual cost in making public record available for
inspectionor copying. While
, ,.
s thereis no provision sin the Public Records
(a) Prohibitions on Fee Waivers/Reductions
T ...... 4.1..-.4 -..4-L,“·§n¤¤
rs nnvnnn
+n 1*1¤1ʻif'1r\1'1 1'l'1R A1'1'(\1`l'1F5V
(`iSl'lB`l°Z.l
tO review
an
51
%`Li8.W 111913.11Il'lOI`1ZCS
3. PBISUI1 LU pctltlull
uic nrrurrrey
ucrrcr-tr
W .-U-.
Somepublic bodies cannot waive or reduce the fees for making
Y *1·
..- -4.
TJ? rigillecord
available, even if the provisions of ORS l92.440(5) are met.
lf a
.-.- Q
—.f.b0dyʼs
sole
funding
for
a
particular
program
is
from
statutorily
or
s
4739 Op Atty Gen 61, 68 (1978) (seeApp E-2).
if PliE?ʻ*
fi` l- H
.¤f'§jʼ. Jl-*1,.-` {
rr - igpublic
`-·->21
*842 usc §§1213 etSeq
sf
- Eeggnstitutionalldedicatedfunds, the public body may not provide public
*2 ·i if T. ·-at less than its actual costs becauseto do so would be an illegal
"ʼ-.. ORS
183.310
183.33
183.35
""`
"II
ʻ
"
'
----.....
.-...
ev"
pan
11nn1\
/..-..
1
.
ʼ* ; ¥·r·ii··`.
if3xi- y
5°Davis(9),
v. Walker,5,
108 Or App
diversion
of those funds. For example, we have advised the Motor
5. 128, 131-33, 814 P2d 547 (1991) (see
v
C—l2);39 Op Atty Gen721, 725 (1979) (seeApp E-3); and Public Records _,-T, r _
March 9, 1989, Smith (seeApp F-17).
whether fees
·~ fj`_ . Likewise, the Attorney General has no authority to dGi
5] See Davis, 108 Or App 128, 131-33 (public body has burden of provingiag j `V - chargedby a stateagencyrepresentthe agencyʼs actualcost of making the records
52
€l'l1.'lll1C
""
"'
*1
that fees charged were reasonablyrelated to its actual costs;fees charged by
police bureau to provide edited copies of bureauʼs records held not reasonably i.-ʻ
=ʻ
7¤· :.
*5-if
11
"""'
\'/
ʼIʻrI
""'—"ʼ
"
ʻ
'
G”"'
"
fIʻ\•'t*I
_`
`
"
1f\
"`
` '"
AAA/L\'
"
'
'
"'
' '
_-.-
r wifi
P'
1
calculate to reimbursburea for its actualcostswhenbureauʼ feeschedul not
actualcost of providing records)
(seeApp
dsupportedby estudy determining
u
s
e C—l2).
git;
""'7
available. Public RecordsOrder, March 29, 2000, Mayes(seeApp F—
44).
_7. -_ig In Dejense of Animals v. OHSZL 199 Or App 160, 182-83,
112 P3d 336
»*ʻ—-5
App C—2l).
_
(2005);(see
_
..`° ʻ
_
-.:
:
Q-i Q.
1
/1/ih/C\
IYLAI-ʻ|·U(D}
(5) The custodian of any public record may fumish copies
without charge or at a substantially reduced fee if the custodian
As noted above, begirming January 1, 2008, public bodies must make
241
1 (Y')
- --..-
urri
é
provide a processtor petrtiomnglrom unreasonabl denialsor ree waivers
or reductions:
e
(1) Fee Schedules
-
to review
Appeals has held that state courts have jurisdiction
reasonablenesof a public b0dyʼs fees.
s
53 of Fees
(2) Waiver or Reduction
impairmentswhen requiredby the Americanswith Disabilities Act.48
{Q1
.
lil"
17
i=·Ui3aacoizp
L1c s
supportedby funds dedicatedby
1s
lit;-,
{h
1Hi
k
—.
PUBLIC RECORDS
Vehicles Division that becauseit is
Article IX, section 3a of the Oregon Constitution to specific "highway
purposes," the division must charge a fee to cover its actual costs in
respondingto public record requests,exceptwhen the cost of chargingfor
the records would approachor be greater than the cost of furnishing the
information. Public bodies that believe they may be prohibited from
providing
public records without chargeshould consult their legal counsel.
54
ii;
ge
|$!
-.
m
`.=
H
2
H
ʻ _
¤
=i
2;
aix"Hg
W
·*,2=
a
E_
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I
Zfg
f.·
ué
*W
E
§<:,`
1;
glp)
a,i`
`LE
disclosureof a record will benefitthe interestsof the community or society
as a whole, ie., "the public." A personal benefit to be derived by the
requesteraloneis insufficient to permit a fee waiver. Under federal law, if
a requesterseeksinformation relating solely to the requesterin order to aid
his or her defenseagainstcriminal prosecution,there is insufficient public
benefit to require a fee waiver.6° This conclusion hasbeen adoptedin the
Attorney GeneralʼsPublic RecordsOrders.°l
ʼ°_
ifi:
V
` {
V
proceedwith the analysisbelow.
ʻ H`
facts of the casebefore it. Therefore, we continue to look to the federal
construction for guidanceas to how Oregon courts may apply the state
standard
. Application of the public interest test requires analysis of whether
t
rr
., asa umavar nr mduminn is
not legally prohibited,
public bodies should
LI H LCC WZUVU1 U1 ibuuuuuu
in nun. .r¤b»rr_,
1.. ,,-,---
[
tv 1
(b) Public Interest Test
I
, _
-.
..---:--»`
-I-`Ann
:4* :4
Under ORS l92.440(5), a public body may reduce or waive tees 1rit
, :'.`
ié
iw
é:;
kai
>t·
:”:_
"°l
E
:*2
¤<ʻ
»,
§*4
e Zʻ
¤»·ʼ
,€ʻ=Y
·.
* M Li
*%
%:;
Q
%$
.; 2
E1,.je
v
cE
?`;|W
,Q 1*
_ 2
"
KQ ·
2'*.I:i
2éM
YWi
ʼl[ʻ` W"
EI`.:
·$
bri}
4 M J]
?
) EIA;
A
l.;·
I g;,s
2;1
i {¤g:~
L`*
¢¢
~ ʻʼ
gi`y
§
w7i
w;a.
~pjpl
5%
E
4
L~€
g}e·"i~
é
vj4Z
. }¥;|€v' ·'
W`
z I {Qi
· E_1
my.
r
? E·
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i 1;g{·&
I,.
`(ʼ 1="
¤
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1_
.t 11F
4 , liv2
.
gh
determinesthat doing so is in "the public interest becausemaking the
record available primarily benefits the generalpublic." The OregonCourt
of Appeals construedthe public interest requirement for granting a fee
Similarly, if a requesterseeksrecords relating to the requester,a mere
allegation that the public body has treated the individual oppressively,
absent a broader public interest, does not satisfy the public interest
standard. On the other hand, investigative reporters with established
credentials,
seeking records concerning military aviation safety with the
62
intent of reporting on those records, who demonstrate that fee
requirement inhibited their ability to obtain government
records, satisfied
d
the
s public intereststandard. And a requesterwho intendedto use records
63 lectures and articles on the history of the labor
in connection with
.M,..,r.....,.
,1a..m.w+m
¤..·¢
IO 1.;.......1
IIIIHSCII,
L1CII1U11SLI`klLUU
SLIIIIUIUIIL
movement, ..,;
wnn M
no +%.,..,.;.,
rrnancrai imacat
oenern at
A», interest.
+1.
1
:
+.;.A
+1,»;aA+
public
ize`¥
; ʻ_
;
waiver or reduction in a 2005 decision.55 It concluded that "[a] matter or
action is commonlyunderstoodto be ʻin the public interestʼ when it affects
the community or society as a whole, in contrastto a concernor interest of ·,:;
a private individual or entity."56 In addition, it stated that "a matter or h_
action ʻprimarily benefits the public,ʼ * * * when its most important or jisignificant utility or advantag accrues to the public."57 Therefore, the {Xi
e
public interesttest is satisfied
"when the fumishing of therecord hasutility
—indeed,its greatestutility —to the community or society as a whole."58
_
`§I
_r
,`¥
The Court of Appealsʼ analysis aligns with that of federal courtsʼ
construction of former 5 USC § 552(a)(4)(A), the fee waiver standard
o
2);
55In DefenseofAnimaZs,199Or App at 187-89 (seeApp C-21).
5*Id at 189(se Appc-21).
PHD rI. MA
Iʻ|().
ʻIʻl·.)
59nan
oo-<7nIU.
p
.lLl}.lIL\I•
JJ
J1
.1
..-
- - -.1-
Z-
2.-
---.13:-I-.-1.
--.1.
-. ..
41--'
---..---4.-..
J.`-11-
4.-
.1...--,..-..1...-;...
60Diamond v. FBI, 548 F Supp 1158(SD NY 1982).
l"}
1.
Public RecordsOrder, October 14, 2004, Jeans(seeApp F-56).
§ʼfj§§t,_»SeeConklinv. UTS.654 F Supp1104(D Colo 1987)(applyingpre-198
.·-. l
t.ʻi-iff 1Badhwa v. United
,
6 (D DC ʻ
State Dept.0f Air Farce 615 F Supp698
—- ·
·
-· M - · 1-7 1- I --_.1..
5439 Op Atty Gen 61, 64-65 (1978) (see App E— Public Records -_
—
56Id at 188, citing BLAcx<ʼsLAW DICTIONAR 1266 (8**ed 2004) (see
Y
*
<·1 .. .
. A,.
u·1..-............>
r·r··""·.“
\T1~“»
Txv1—ʼr
T\rr—*r·¤r\1.1/ADV
704
LUʻf,
10VU
°ʼ Id at 189, citing WEBsrERsʼ ʻ1ʻH1n New INTL u1c1·1oNA1
(unabridged ed 2002) (seeApp C—2l).p
u
--L-
requested records 1S rnsurtrcrent when the requester rails to demonstrate
.ʻ`_
{Eth r
`ʻ'
*
e
_t
the standardto be met under ORS 'I02.¢ld0butdidriétappl it_t the
March 10,2000, Suo/Mayes(seeApp F-44).
. ,,,
Qyithability to disseminatethe information to the public.65Additionally, if
1
requeste seeks technical information, the public interest standard
e
modeledon the former federal statute. The Court of Appeals interpreted
y
64
However,
the public interest in the subject matter covered in the
.
containein the federaFreedo of Informatio Act befor that sectio
was
test in ORS
d amended in 1986.59
l
mThe public interest
n
e l92.440(5)n W3S
(5)
19
7
f
r
s
,
_i;j_
1985), aj"d in part and vacatedin part 829 F2d 182 (DC Cir 1987).
pj.;g
548 F Supp 1158.
·;.§\ _` fry,( Diamond
?-_
ʻ»_
iff . 5See Judicial Watch, Inc. v. Rossotti, 326 F3d 1309 (DC Cir 2003)
€2fjSQ
_..
·_ʼ: i{i_
__,. ~v
. S=.
.:=·>¤*T=~
.
. =r· n
i
·.;, £·¢z.%.»~=
sufficient and insufhcient demonstrationsof ability to disseminate
fiilifomnation
to public). —
. `·
(cQUtI`3Sf1I
·-ʻʼ
A
i`
·
1g
I
—
..
- ʻ ʻ . A ʻ
·
».
_ .
F. .»~. · ·
. —
""""/'
.,.{;_;._,._.,_;,,_...§).
·
·r:,"i.·,.»_1.v(
qy.r-.
_
,
.
,
....
._
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·.
.,·.
.
g
.1
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*·
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fill}
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20
PUBLIC RECORDS
{
21
Even if a fee waiver is not prohibited by law and the public body
determinesthat making the records available is in the public interest, a
A public body may still reasonablydeny a fee waiver or reduction if certain
factorswarrant a denial. With ORS 192.440being silent as to what factors
public interest in disclosure with reasonabl
specificity, and have
s
are relevant to a public b0dyʼs exercise of discretion, we have identified
e of sufficient public interestwhen fzI ` such factors to include: any financial hardship on the public body, the
permittedfederal agenciesto infer a lack
a requeste fails to do so. Public bodiesmay seekadditional information A it
extent of time and expenseand interferencewith the businessof the public
from
r a requester when
67attemptingto clarify the basis for a claim to a fee ?
body, the volume of the records requested, the necessity to segregate
waiver. In determiningwhether sufficient public interest is demonstrated .
exemptfrom nonexemptmaterials, and the extent to which an inspection
relevantfactors include: the requesterʼsidentity, the purpose,for which the
of the records is insufficient for the public interest or for the particular
requesterintends to use the information, the characterof the information,
needsof the requesterz
.
whether the requeste information is aheady in the public domain, and
m 192.440(6),a personchallenginga public b0dyʼs denial of
Under ORS
whether the drequester can demonstrat the ability to disseminate the
a fee waiver or reduction follows the sameprocedureas in challengingthe
information to the public. The
e requesterʼsinability to pay is also a factor,
denial of the right to inspect public records. The Attorney General, the
but is not alone a sufficient basis for a fee waiver.
district attorneyand-the court have the sameauthority in reviewing denials
m.-.-¤..
....m;..
1....ua
mud
when
evaluating
criteria
I Il1ʻ11'hQ1ʻRI\I
1'\1IIʼ}Il(Z
I')( IIIICS
IllL.LbL apr
CLUL magnmhlv
LDCL¤\J11cLuiy
vv nyu
¤·...-....a.·..-D
-»-V
L)iLl1I1U.LG1_y,
yuuuu
uuuiuo
inout
cave --....,.,--....
-_, . . -.
of fee waivers as in reviewing denialsofthe right to inspectpublic records.
s test.
under the public interest
Q5?On review, the issue is whether therehas beenan "unreasonable"denial of
demands a showing that the requester is able to understand
information and disseminateit to thepublic in a meaningfulfOI`1T1
ʼ
·
·
·
A:.1-.-;.:1;.
,,,,,.,, M-+¤A
.664.1..,.
The federal courts have required requester to identity
the asserted
:
1
e
=
13
.~'
11
.
1*
tri
€`
1..
Zi`
1;;
;
*
.,.*
·;:»
3.;
21
;%*
i·ʼi
Z`:`.
¤il,`..
i~ ',
Q1 $,1
W.I
i=
i ` `1
Z·
.,»*`
2·
;'
H qi.
iyil
,1
;€ʻ.
1
E `1
t .·,ʼ
Q<
2
*
—
.1.
2
Hill"
1·.;~
i
qv j,
Nic`.
"i`.ʼi..
ʻ
·E
.:ʻ
9 i··`1J:
:` 1
March 10, 2000, Suo/Mayes (see App F-44); Public Records
·ʻ
Qrder,
October
31,
2001, Miller (seeApp F— Public RecordsOrder, March 27,
. 6 McClellaEcologicSeepaSituati v. Carluc 83 F2d128 (9t
Zaitz(seeAppF-47)
_.
47);
1987).
Rf.};
6n
al
ge
on
ci,
5
2 h
if
Records
Order, July 8, 1991, Marr/Rees (see App F-25); Public
.
67National Treasury Employees Union v. Gz·i) 811 F2d 644, 647 (DC `
Order, August l,_ 1991, Larson (see App F-25); Public Records Order,
1987) (applying pre-1986 statute);Judicial Watch,
vʻZ
jʼin,Inc., 326 F3d 1309 (example
994,
Dixon (see App F-30); Public Records Order, September18, 1996,
_ ·'.reasonablspecififeewaiverrequest
A
(seeApp F-35); Public Records Order, June 16, 2004, Meyer (seeApp F—__j
y 66Public
c RecordsOrder, July
). 8, 1991,Marr/Rees(seeApp F-25).
5*0
ʻ
69In Defense of Animals, 199 Or App at 189-90 (see App C-21).
Eln
assessin
the
reasonablene
of a stateagencyʼ denialof a fee waiver
_
Records Order, May 19, 1993, Smith (see App F-28). See also Lybarger v.
· -ʻ+nnr1¤r¤4»ʼ-¤ʻ··`I».,`...-.
ZL `I---I
-1..--J-.
.----;-1-.1
-..--.....1.-.1
----...1..
.....
.....--I.J....A,J
4.1..·F..».|Y
e —- · -· · »-st ·— uwnnx
n·:rx1A
...·.¤I¤
g
ss
Cardwell 438 F Supp 1075, a]j"d 577 F2d 764 (l" Cir
1978) (FOIA vests
.»
gtequestwnereit nad already provided requested s
records, we considered me ract
··
.-..--1-.- drcrrptrnn
J; .... rz-,. 11*
4..
A,-....4-.
+A
Aarpmqap
wherheiin
charge reduced »
ithalihci-&Hencvʼs insistence on pavrnent did not prevent disclosure of the records
.»m·.¤iA¤¤·¤hIp
[O
ru vrrqrbv
COIISIGCIHDIC
ursurcuurr
rrr RUEYICICS
agcrrcrcs
to UCLCIIIIIIIC
actor. ..... c wrrctrrcr
..-....---- .... .-__, .......v··
ʻ .i:—¢·_· ° C`- J°""ʼ
" `“`"""“`““ "“ ʼT“ʼ"'““
`“" ""` "“"'““`
T“““““""
“ ““
1
and
thereby defeat the underlying
purpose of the Public Records Law.
p
and complete discretion as to amount of reduction).
Tu! °
A ~•"
7°IHIn JJUHGIIJC
DmameQ]nf Luuui
Animals. 199Or App
A PP
C-21 .
ʻI1“"""* at 190 \ʻ(see
rʼr
I
**
; 1.
{`i1~.
··-ʻit
{ {121
I i "iʻ[»
*111
tw
=i
la
n?
5 { ]_;'¤"
_i )
I1 *
.;1il ~._
·1;'
.
}
iQrZ..§r}E{`%65f` iiligi
%Zrr§?§£.I§i..§
r"""`.1
'I"
,
e
· -gx.-:-_
—afi
;Q_
j
a fee waiver or fee reduction. ORS 192.440(6).
11 1 ¤2 i,i,§;
_,
''·i
F
Records
Order,
—
· ;»$
:¤·
ʻiitgl
J
.
¢i*z=
{tai
1.
Ei _11
; .1
1 11`?
*ʻ.
ʻ pt W
..L >
s{
1:--,
We have concluded, rmder the facts of several cases, that fee
ORS l92.440(5) doesnot require a public body to grant a completetee
Q
waiver, even if the public interest test is met. Instead,the decision to
reductionsof approximately 25 percentwere not umeasonable. We will
68public body, althoughit must
waive or reduce fees is discretionarywith the
Q review petitions challenging fee waiver denials or 72
reductions on a case-byact reasonably. The Oregon Court of Appeals has said that
tiff
Q; _casebasis.
-ANA
A
¤rAndar·d
which
requires
of
i,·J
I-€a»SOI1aD.I.€I1CSS
15 wm
ZLLI Atqtmrive
UUJUULIVU
Dtcuxuurua
vvruvn
a`·.1...--.. examination
-.--m--..
°9..1.1....- aa
_j 73
A
s..
."
_.: ·1¤vs}-»··1,..
"the totality of the circumstances presented."7 All requestsfor a
=
° on a case-bywaiver or reductionmust be evaluated
basis.
fi
Af
»- ts i tj "
case
t ;§.ji§..r,71 Public Records Order, May 19, 1993, Smith (see App F-28); Public
i ZiiE·“?
. ; , x...
%.1
EMl",
$2.
(c) Decision on Fee Waiver or Reduction
i·1;
iid;
Z=:
*
2`[
PUBLIC RECORDS .
that
.
.· ~.
.
, ·ʼ:£§;;-.
_
· "ʻ.1·—·¤··`—
—
.
.
REG
;
$
lu
$
2#:
55
11
I1
1
1
}1
11
1
1*
33
iii
22
1
Q
.l
PUBLICRECORD
S
c. Consultation with Legal Counsel
PUBLIC RECORDS
administrative offices of the statecourts. Legislative records are excluded
76ORS 192.001 to 192.190, but there are
from the provisions on retention in
otherprovisions that apply specifically to legislative records.
76 state agenciesand
Under the retention and destruction provisions,
We believe that public bodies do not violate the Public RecordsLaw
when they briefly postponeaction on a public records disclosure request
becaus they first need to consultwith their legal counsel.It is reasonable
·
for
e a public body to obtainlegal advicebefore respondingto an extensive
public records disclosure requestwhen compliance will seriously disrupt
ʻ
the records custodianʼs operations.Similarly, it is reasonablefor a public
_
body to consult counsel aboutdisclosure of document that appearto be
s requirementsof the Public
exempt,in whole or in part, from the disclosure
Records Law. When a public body receives a requestfor records that the if
public body believesmay be pertinent to a legal claim or litigation against
political subdivisions must follow the docrunentretention schedulerules
promulgated by the State Archivist under ORS 192.1.0 Even public
5.
recordsexemptfrom disclosureare subjectto the retention
schedules The
only exceptionsto this requirementare correspondenc with. the public not
otherwise required to be preserved; duplicates
(photocopies) of public
e
records; or letters, notes and correspondence pertaining to "reservations of
accommodation or schedulingof personal visits or appearances ORS
s
?
192.170
For more information about document retention
schedulesand
preservatio
of public records,contact the StateArchivist, 800 Summer
.
nStreet,Salem,OR 97310.
the public body, it is also reasonable to consult counsel.
13;;
Ijiifll
*l1.»—
;
.\z; _
1!`;l
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1.
1!i
:1.
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1,
5}
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12
1f;
?
11
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1
1
11
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11
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4*
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111
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Vfi
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11
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6
_1.
~1
We advisepublic bodies to consultwith counselwhenpresente with
d
physically extensiveor legally complex requestsfor disclosure
of public
records.We have concludedthat "when a public body does so, it does not Q-.
therebyactually or constructively deny the request.Nor doesa public body
deny a request merely becaus it fails to comply with a deadline the
_
requeste seeks to impose.”7
However, it is unreasonabl to use
e
_
--.:4.1. --.-..,.-1
-..--..1..
AA A +....44.-1 +A A.-lm.
+A H"LlSLI'd.I.C
F•·n¤l—¢¤+¤ +I·»¤
s-I
LHC iiiili
g
r--.---1..-..;-..
4
e ACOI1Sl1lt61ZlOI1
WIUZI COl1l'1S€l
1'Il€1`€ly ZS 3 l8.CI1C IO Cl€lB.y
OI [0
iriipééiiéiiprp I
pegg.d. Destruction
23
It is a crime to knowingly destroy, conceal, remove or falsely alter a
J
public record.
U{
6I
1
77
E. What Public Records Are Exempt from Disclosure?
ʻ 1. The Nature of the Exemptions
`
.·
The
Public
Records
Law
is
nrimarilv
a
law
AAAV
4 uuzxav
J.x\J\J\JL\4u
LJKAYV
LL) 1}LLL.l
1¢»LI.l.l-Y
(al- di.vnln.
l4LnJk4l·L/JI/IIC
1CLVYʼ
L
GLIWI
LLICLI
(Jratheer
than
a
6
¤m~p
?? ...i confidentiality law. Exemptions in ORS 192.50 and 192.502are limited
.ʻ
of Public Records
if ʻ ·
the generalpolicy of the
1
..1.- ...._. é§*?
2%: ʻessaeintheir nature and scopeof application becaus
ORS 192.410to 192.505,the statutesto which we refer in this manual,
jjlaw
favors
public
access
to
govemrnent
records.
Accordingly, a public .
e
ilf ·e
22.1
donot gover theretentio anddestructioof publi record Thestatutes
that denies a records inspection request
76 has the burden of proving
%;
regulating
of public
record information is exempt from disclosure. ORS 192.490
n the custody
n andmaintenanc
n
c records
s. by stateagencies
e the stateareORS 192.00 to 192.190.
andpolitical subdivisions of
ʻ' iédgon courts interpret the exemptions of the Public Records
(1). Law
provisions also confer rulemaking authority 1relating to retention
_.tl-narrowly,andthe courts "presume"that the exemptionsdo not apply.
destructionon the StateArchivist. For purposesof the record retention
Cʻ
;·§
the fact that particular information qualifies for79
exemption
destruction laws, "public record" includes correspondencebut excludes§,
,.'.
disclosuredoesnot necessarilymeanthat a public body is prohibited
°ʻL1ʻ.,';ij_i"ʻMor
,
[§ii@·
_ `disclosing
extra copie of a documen preserve only
for convenienc
the information. In most cases, a public body has
eover,
l92.005(5)(d).
The
State
Court
Administrator
is
authorized
to
in
s
t
d
e.
'
minimurretentioschedul for all record of thestat court and
n
n
es
s
e s
74Public RecordsOrder, May 9, 1989,Hribernick (seeApp F-20). See
Bros. Inc., 103 Or App 622 ("PublicRecord Law clearlycontemplat that
and to-act ontlie
,agencieshave the opportunity to reviewsthe requestedrecordses
requesbefor the AttomeyGeneraor the courtscanreviewthe matter." (se
t
e
l
)
e
~
lj.·..
if ifi:
.:2.15;;;,
; ,:451-g;4,;_
—
. g.=r¤..·>;;r;e;;\1¤.
_
—wie
-S;-is.·=~-is?-..--f
idfflliroa8.12ons7.017.12
·ʻ·i;,i_;;-; 171.4 rp171.43
s· 1·;ji
5;
0, 0.
- I”-7~·o 162.30
10
0.
78 »Tm.;J,...,.
ono
rx-
-.
noo
»-mn
wvs
1 A-
7---
A ...-
/1
1\l
, . < rzs
.»..1oraan,
5. 308 Ur at 438 (see App C—l0).
,79ORS l92.490(1); Coos County v. Ore. Dept. of Fish and Wildl@, 86 Or
1 °io1zs
6A-;.-H.
1LO
rem
NAA.-.\
.
.
A
..»
4 -
·!=¥PP__l0Z 739 P2d 47 (1987) (see App C-8); Morrison v. School District No.
,;-48
53-OrApp 148, 152, 631 P2d 784 (1981) (see App C—
$,~1'/3,
,
4).
.
.
,
A ·
V
ʼ
1~ `
~
—> .
—
1`
ri'!
1
1
'1
!ʻ1
11
1;1
24
PUBLICRECORD
S
PUBLIC RECORDS
.·1
¢
aj
L1
,.
25
public body should consult its lawyer before disclosing these types of
information.
1"
·
1;:
;'1
*.
1.
13
tit`:
11
discretionto disclose a recordthat qualifies for exemptionfrom disclosure
111
114
There are only a few instancesin which a public body is barred from
disclosing information that is exempt from inspection under the Public
Records Law. ORS 192.445prohibits a public body from disclosing a
home address,personaltelephonenumber or electronic mail addressif the
.
requirementsof that section are met. ORS 192.447prohibits a public body
from disclosing an employeeʼs identification badge or card without that
employeeʼswritten consentif the badge or card meets the criteria of the
section.6lAlso, the "catch— exemptionin ORS l92.502(9) incorporates
Q
al1" the Public Records Law, that prohibit the public
Oregon statutes, outside
:
release of certain types of infomiation. For example, ORS l92.502(9)
ii
incorporates ORS 314.835, which prohibits and criminally punishesthe
disclosure of income tax return information to other than certain public
our rli¤r~ln¤uw:•
nlwninn
,;;;;. ? 1 `Dulqlin
ruollc Dann:-1-lc
Records T
1..aw,
urscrustue clanulrl
snuuru lap
ue ·I·`
ravoreu, if1 tlnprn
there Ibic C1Q DIIUIUC,
officials. Similarly, the federal law exemption in ORS 192.502(8) ffl
¤un1·»=~rl
incorporatesfederal laws that bar public disseminationof particular types —,, _ even when a record may be withheld nom disclosure. 1.
Q
of records, such as studentrecord information prohibited from disclosure
When a public body discloses less than all of the infonnation
.. .- A...J.I A.- A AJ-`
`*YZ
. ...- -.-4 1-....-;.rt deterrnrnes
,1-4.-.---;..-1.1.-..
---- ----under 20 USC § 1232g. Finally, because outright release of trade secret .;;;.1_ requested
because
that one
or
more -----..1..
records, -.or portions or
<1
information exempt rmder ORS 192.501(2),financial transfer information
.
records, are exempt rrpm disclosure, the public body should inform the
exempt under ORS l92.501(27), Social Security numbers exempt under
i; requestethat therearerecordsthat are not being disclosed.In addition,the
ORS 192.50l(28) and ORS 192.502(3), personal privacy information
r
.0 public
body should state the reason for nondisclosure. Communicating
exempt under ORS 192.502(2), information in patemity or support
the requeste places the requeste on
63 notice that additional records
judgments or orders exempt under ORS l92.502(33), or public safety_
anr give therequesr the opportunto petitio theAttorne
officer information exempt under ORS 192.502(34) could result in claims .
¤*i_$..,.j;.—
d or sDistrict Attomey
ter for review
ity of the decision
n to deny disclosure.
y
of liability for damage or claims for declaratory or injunctive reliefQ8
the
basi
for
nondisclo
als
assi
the
Attom Generor
1Qeneral
s
2
·`1`f§:`1_ Attorney m assessin whether the requirement for exemption
1` .
underthe Public Records Law.6°In short, no public body validly may say,
in every case,"This record is exemptfrom disclosureunder ORS 192.50
or 192.502,and thereforewe may not discloseit."
1
11;
WA
ir 1
1:::}.,
.
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111
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11
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ʼ .,"
i
Nevertheless,the guiding principle is: Exemptions do not prohibit
disclosure; they merely exempt the public body nom the Public Record
Lawʼs mandateto disclose public records. Records custodianspresented
with a records disclosure request first should ask themselves whether
disclosure is prohibited by ORS 192.445,ORS 192.447,or by a state or
federal law outside the Public Records Law. If not, the next question
should be; Is there any good reasonnot to disclose the requestedrecord?
Only if the answeris yes, is it necessar to inquire whether the Public
Records Law allows nondisclosure.
y And even at this stage of analysis,
custodian should remember that most of the exemptions in the Public
s
Records
Law are not stated in absolute terms. As explained below, most
exemptionsare conditional and disclosure is favored. The applicability of
most exemptionsdepend on a case~by— balancingof competingpublic
s in favor of case
interests,weighted
disclosure. In view of the purposesof the
s
_.- ""
sure
o sts
ey
al
.1S1Z1'lCl
g
s
;§· Fri?
What Are Conditional and Unconditional Exemptions from
·._
j
_.r.
.
"Disclosure?
—¥é>
66See Guard Publishing Co., 310 Or at 37-38 ("lf the public body is satisfied?
that a claimed exemptionfrom disclosureis justified, it may, but is not required to};
-.-.*==` ~x -1 1· .1
..
··.
. ·
withhold disclosure of the information”) (see App C-10), Portland Adventist;.·. =?3E£€l·1.?·* `.1_i:·
jg 1ʻ
j1igʻ;i.;f
\*ʼ
1—~
=·A 1 of
~ the exemptionsdescribedin ORS 192.50 areconditional; they
·-11j=]ʻ_.§ ·`.
*
.
7 .
Medical Center v. Shejield, 303 Or 197, 199 n 2, 735 P2d 371 (1987)
_
ʻ; C:i1*
"unless the publii:
1
certai typesof informationom disclosur
e
n
56n
·`All
;-exempt
ʻf'
jF.i;·exemptio from the Public Record Act mean that the custodia of
¥”
€iZ._
·
from disclosure
does noi?
ninformation is not obliged to sdisclose it. Exemption
s
n
necessarilymean thatthe custodianis required not to discloseit.") (seeApp C-8);; Tiiiiiif?
` in
- . ..
lid ~n_-1.1·.
11
A
1
A
. ·
1,
AAA.-.
h
.
Public RecordsOrder, October 16, 2007, Davis (see App F-61) (a public
6l ln ORS 192.447 "public body" has the meaning given the term in
which exemptio appliesto eachdocumenthat it intend to
174.109, not ORS l92.4l0(3).
withhol
from
disclosu
n
t
s
62AFSCl1M`v. DAS, 150 Or App
87,
P2d 102 (1997)
(seeApp C—l6). 1 `_- pag .rʼ;':ʻFZ€ʻ_ _ .
TJTI
ʼ
1 945
Y
\
e
~
·;Y¤YJ;¤:
"
dA-2Y1.·ggzii—
re).
.;.5
;2
ir
-- . ·~ʻ. =
- =-...
; ce:
.5 w
I
1
`”
ʻ-ʼ`
'rirj;.1
A.1;;*.,,
Y ~
1
.l_1Cʻj1;_.
`
,
26
{gl
PUBLIC RECORDS
interestrequires disclosure in the particular instance."The applicability of
severalof the exemptionsdescribedin ORS 192.502is conditionedon the
extent to which recognized governmental and private interests in
confidentiality outweigh thepublic interestin disclosure.In otherwords:
[T]he policy [underlying the conditional exemption statutes] is
that disclosure decisions should be based on balancing those
public interests that favor disclosure of govemrnental records
against those public interests that vfavor governmental
I""""·""
ʻ1
PUBLIC RECORDS
3. What Is "The Public Interest in Discl0sure"?
Q`
.
To properly balance public and private interests in confidentiality
againstthe public interest in disclosure,a public body must know what the
tenn "pub1ic interest in disclosure" means.The term is not defined in the
Public Records Law. However, the Oregon Court of Appeals has stated
that "the Public Records Law expresses the legislatureʼs view that
members of the public are entitled to information that will facilitate their
understandin of how public businessis conducted."8 Similarly, the Court
of
g Appeals previously characterize the8 public interest in disclosure as
"the right of the citizensd to monitor what elected and appointed officials
are doing on the job."8° This might include, for example, the right to
inspect records of alleged misuse and theft of public property by public
employeesor to inspectrecordsthat bear directly on the integrity of a high
ranking police officer to enforce the law evenhandedly. Moreover, the
term "public" meansthat the "focus is on9°
the effect of the disclosure in
general not disclosureto a particular person at a particular tirne."9 For
,
example,
we concluded that a labor organizationʼs interest was1private and
did not representthe public interest when the interestof the organizationʼs
membershi in obtaining disciplinary documentscould be remediedunder
p
state
collective bargaininglaws.92
Qt
"ʻ*"·*·ʻ *
i,iʻ
confidentiality, with the presumption always being in favor of
disclosure.64
The conditional
1
.·
.
..1.-..-4;*-..-
..AA..2..A
exemptions, theretore, require
Anklin
puouc
lnnriinn
fn
oooies to
ii ii
conduct a careful balancing of confidentiality interests against public Z]
disclosureinterests.In contrast,no suchbalancing is required with regard
to information covered by the remaining, so—
"unconditional”
iiii
called the balance of these"
exemptions,becausethe legislature alreadyhas struck
competing interests and has concluded that confidentiality interests
outweigh public disclosureinterestsas a matter of law.
In determiningwhethera conditional exemptionapplies,public bodies
should be aware that the identity of the requester and the circmnstances
surrounding the request are irrelevant to the question whether the
information Ets within the categoryofthe exemption. The circumstances
of a particular requestbecomerelevant only
85 if the requeste infomation
comesunder an exemptionthat requires a balancingdof interests. In that is
context, the requesterʼspurposein seeking disclosure 1nay
8° be relevant to Q
determiningwhetherthe public interestrequiresdisclosure.
87
·j
_
*Q
°_; l Accordingly, we advise public bodies to measure confidentiality
_ʻ·*.»_ interests againstthe public interest in learning not only how the public
". ,`'',-irbodie generally are conducting their business but also how they are
` s
G`°i__i5`jtadminist
particular programs In analyzing the public interest in
,=
J;-,.
public
bodies should
examinethe statutory usesof the records
}_erirrg
.
_5
2Z`disc1osur
-,j-;,Qj?
If
none
of
those
uses
is
involved in the request it is unlikely that
=l
_.
is
any
overriding
public
interest
in disclosure.
And, if disclosure
_i§§at,jisLsu
e,
_
,
_i,
93
_ e.
i_. ·
`Qfʻ;f;"$j"§Y 120 (1989).
` —·.`i PubZishing
Co., 96 Or App at 468-69 (seeApp C-9).
78*1{P2d 3
84Turner, 22 Or App at 177, 187 (emphasisadded) (App C-3).
Z
85 Guard Publishing C0., 96 Or App 463 (see App C-9), 310 Or at 32 (see?
App C-10); see also Morrison v. School Disirict No. 48, 53 Or App at 153 (initialj;
determination whether information is of "personal nature” does not dependupon;
who requeststhe information or circumstance existing at time of request) (see;
i
s
AppC4)
86Jordan, 308 Or at 442-43 (see App C-10); see also Guard Publishing C02}
96 Or App at 469 (otherwise nonpersonalinfonnation cannot becomepersonalby *i;§E;:
reason of the context of particular public records request,such as existenceofgh.
strike) (seeApp C-9).
87In D¢nse of Animals, 199 Or App at 176 (see App C-21), citing Jofddflii
93 Or App 651, 655 n 2, 307 Or App 651, 763 P2d 420 (1988), afd 308 Or 433;
t rv.-sft ·—2¤ ʻ·ʻz:-
..ʼ_;t`.·;Jensen v. Schyfinan 24 Or App ll,. 17, 544 P2d 1048(1976)(Se App
,
e
``. `i`iʼ?
Publishingv. PortlandSchoolDist. No. IJ] 144Or App 180,
591 (1996), inodyied 152 Or App 135, 952 P2d 66 (1998), af 'd on other
` 9,LQ1·ego1
,`7925-`
- ¥P2d
Jgmunds
1ia11329 Or 393, 987 P2d 480 (1999) (see App C—l7); City of Portland v.
—
nf;T 91Morrison, 53 Or App at 156 (seeApp C—
._¤i
f ·
ʻ
92Public RecordsOrder, July 3, 1995, Garrettson
(seeApp 13-33).
4).
·ʻ»»=.
moi A{»1 piéibiYtʼ¤éb nflqi"' i '''`"
{5§k>.`< %`r§Q§'}n§i
93Jordan, 308 Or at 443 (seeApp C-10),
>%§
*
-·=¤~ @:=sa»—:a··-stri?
w.¤§JJ;¤
' is-. 1-rf?
27
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ʻ .J.
*1 £··
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28
PUBLIC RECORDS
would prejudice or preventthe carrying out of the public b0dyʼs functions,
that would always be relevant.
(
1»u1l·\lir*
registration records remains in effect until the individual must update the
individualʼs voter registration, at which time the individual may apply for
anotherexemption.A requestfor nondisclosureof this information in other
public records remains in effect for five years from the date the public
body receives the request,unless the public body receives a request for
termination. Similarly, an individual may make another request for
nondisclosureat the end of the five— period.%
year which merely permit a public body to
Unlike most other exemptions,
{
_
iʻ
29
refuse to disclose records, ORS 192.445prohibits a public body from
disclosing records if the requirement of this section have been met.
However, ORS l92.445(4) spermits a public body to disclose an exempt
home address, personal telephone number or electronic mail address if the
public body is responding to a court order or a request from a law
enforcement agency, or if the individual has consented to the disclosure.
ORS 192.445(1) prohibits disclosure of certain information from
public records.This provision states:
n
E
A
I
l
a. The Personal Safety Exemption
fn
PUBLIC RECORDS
~
Although a requesteris not legally bound to reveal the reasonsfor
requestingpublic records,providing that information aids in the evaluation
of the public interest. For example,when a requester did not state the
reasonfor the request,the lack of inf`ormationpreventedour office from
finding that the public interest,by clear and convincing evidence,required
disclosureof the namesand addresse of some employeesof the Oregon
nmarmqpnr
nf
Human uvrvrvvu
Services
the
requester .had threatened to
JJUIJI
I-l2A U1
v;. Liuuxuu
;.
..-- .s- - - - who
IIBIIHILIIIUIIL
un-,
er----1---.-,
harass.
AA \JAL\·
4u•».A
9 4. The Catalogue
»·-.· of Exemptions
» a~Anu¤¤+
.
i
Under ORS 192.445,the Attomey General must adopt uniform rules
prescribingthe proceduresfor an individual to submit a requestto a public
body that a home address,personaltelephonenumber or electronic mail
·t addres not be disclosed, the evidence an individual must provide to
it`· sestablishthat disclosure of the information would constitute a dangerto
ʻ`i personalsafety, and the procedure for an individual to notify the public
- body that disclosure would
s no longer constitute a danger,Theserules are
l Q.
?i.· found iu OAR 137-004-080 and are reprinted in Appendix H. These
0 effective without further rulemaking by state agencies
- hunifonn rules are
l'·_landmustbe followedby all publicbodieswithoutmodification
lʼ\(\fi\I
An individual may subrnrt a written request to a puonc oouy
not to disclose a specified public record indicating the home
address,personaltelephonenumber or electronic mail addressof
the individual. A public body maynot disclosethe specified public
record if the individual demonstrate to the satisfaction of the
s
public body that the personal
safety of the individual or the
personalsafety of a family member residing with the individual is
in danger if the home address personal telephone number or
,
electronic mail addressremains
availablefor public inspection.
{Uniform Rule l37—004— requires that . documentar evidenc
a requestfor0800
nondisclosurebasedon a danger
Q
y to personal
e safety.
Seealso discussionbelow of ORS 192.50l(20), requiring the countyi
`§Z}YP`_ijji}
evidenceneedsto establishto the satisfaction of thepublic
clerk to keep an electorʼs residence addressexempt from disclosure oniffbody
that disclosure of a home address personaltelephonenumber or
°ll3ocumentary
similar grounds.The exemptionin ORS 192.44 doesnot apply to county}
,
rfielectrio mailaddre woul constitut
a dang to theperson safet of
5
propertyandlien records.
membe
residing
nic individualor
ssof a family
d
e
er with
_ thealindividual.
y OAR
°5
Under ORS 192.445(3)
a request for nondisclosure of home
iYl{3—75QQ4—0800 The rule
r also lists specific documents that are
(Emphasisadded.)
ʻ_
personaltelephonenumber or electronic mail addressinformation in votetg
(2)(c)(A).
OAR 137—OO4—0800(2)(c)
When a state agency,
CB)-(L).ofthe uniform rule, conclude that disclosur
the requirement
s
s
e
94Public RecordsOrder, May 31, 1990,I-Ieilman/Boles(seeApp F-21). ʻ
{ri
$96SeealsoORS 192.50l(3l),conditionallyexemptin from disclosureupon
95But see ORS l92.50l(32), conditionally exempting hom disclosure,upon
homeaddresandhometelephon numbe
of a public
g
, safetyofficer,
.the
of
safetv
officer,
district
attorney,
deputy district
ICLILIUSL,
LnU name
uaun.
ur a
u public
yuuuv
octree]
VIM. ""7
""“"""'
""ʻ"··*,1;
lʻ=d1StI1Ct1attorney,
deputy
district
attorney
or
an
assistant
attorney
general
COlllE!
e
r
real 'property.
Pauper
·
.
"Q"”“ ʼ_“Y s "'-ʼ
""`"'
`"""ʻ
attomev or an assistant attomey general contained in county
tim Voterregrstrati
véxu
.+7*
.-ʻ
-i
assessment or taxation records.
is5
_i;._';; £
~a,rc...
A
“—ʻ:·r
~
ʼ-
on 1record
LL l»LL1\J1L
\J\J\J1 UD.s
l1lBCl
¥
PUBLIC RECORDS
lt,
also prohibits disclosureof a duplicateof the photographappearingon the
badge or card.
of a home address,personaltelephonenumber or electronic mail addressis
prohibited under ORS 192.445, the Attorney Genera1ʼ office will not
s
substituteits judgment for the agencyʼs when responding
to a requestto
review the agencyʼsdecision underORS l92.450(1).
97 public body to notify the
OAR 137-004—0l00 requires the
rl,.
;l=
lrlri
itil!
,!.J]ʻ.
tgt
l`,
-
`
l=,ʻ..
***1
i`l`
;;l-.
init
icl
,
liable for
ORS 192.445 provides that a public body may not be mv.imma
,.s....».;.... i
M Amminn
an pvpmnrimn "
trom
disclosure
ot
s ironic
`
°
"
JT--1
-~-···
AFA-.an rnorviouar
J.».,1i"lAu
gl'8l'lI1I1g 0I`(5)
(1C11y111 uu circrrrprruri
rr urn crrecroottro
or cm r.-..- . ---...
.
2l1.ag
wl
arlzirncc
dL1LllCb5,
:
Cur
l{W
narsnhnl
1J¤1¤uua1
g
ʼ[El€Tll“lOl'
l€
nuruyrrurru
1'lll1'l'l1')Cl'
rrcrrrru-A
Ol`
`O1'lC
or €1€C1l
-----------
lllB.l1
releasingthat information if an exemptionis granted.
b. The
Exemption
(I wil
ie
,l1
l -I1·
'_
El,
ji=
Public
Employee
Photo
ID
Badge
1
{2) *A* t"·“ʼ*“ʼ
public
Vrl
bodv
******1 may
·····.z not
·-—·· disclose the identification
tailg
i
M_l.
glll
€Q
gté
`l
ll
qllll
¤`llll}
ly
qtli
yl
g`.r·l
Z
,
._
Tr
g
y·{
· -,
i
%il··
,l.l1'1
(ll
ifr a l
JL
-
rotate par,
any
c. The "Conditi0nal" Exemptions of ORS 192.501
._
i_
Qg
..-
badge or
A...-4-A
A
Eachof the conditionalexemptionslisted in ORS 192.50 exemptsa
1 interest requires
specific type of record or information "unless the public
disclosurein the particular instance."Thus, for eachof theseexemptions,
t
{ii"?-1
.
·
'*
·
ʻ
••-*
1
.•
1*
.
I'
/\11Ì1
1\f'
[O1
.L-.
PQUILLI
U\J\.uL»¤
Liiuor.
vv u_y¤ u1.11.n_y
uuruuvunb
¤~¤» on
vn. »
-_,
-*,_ nnhlin
bodies
must u-1
alwavs
aonlv ua balancing
test
2 Y"-CHSG-bV·CElS
basis.
_
1€
(1) Public Records Pertaining to Litigation
;x
.iif_
·.
ORS 192.501(1)conditionally exempts:
it
-•
—
1
r~
1 1·.
Records of apublic
1
I J--
.. -..r_:,-:..-
_
n.-
1:4.2,..-4;-.-
LA
"J.
ink
+1. D
body pertamrng to litigation to wnicn me
body is a party if the complaint has been filed, or if the
;
1
icornplai ha not bee filed, if the publi body show that suc
(b) The badge or card was preparedsolely ror rntemai use uy
:· -;$`.·{~-,
sp;-.· ;;_·._
T -'`glitigation
iss reasonably
doeshnot
·_
the
nuhlic
bodv
to
identifv
emplovees
of
the
publrc
body.
.
nt
n likely to occur.
c This exemption
s
LMB lJuU1J.\.¢
uvu]
uv ;uv.u.ua.J
..»xur.-J
--..
----L. .
».l·
`
1
i_
apply
to
litigation
which
has
been
concluded,
and
nothing
in this
.—
(3) The public body may not disclose a duplicate of the -il
Jif--}';·tʼ=l$Qi—Yq}
shall
limit
any
right
or
opportunity
granted
by
_ —
photographusedon the badgeor card.
¤ʻ~ —Qsi.ibsection or.depositionstatutesto a party to litigation or potential
j `·a§
gm-=.»;.; ·· l ~
"
Unlessan employe consent in writing, this provisionprohibits ;;ʼ ti i- ».i - lillsatipplli;."i
public body fiome disclosing
s the employeeʼs identification badgeor card
}.g 'ʻ.`r·rpurpose
of this exemptionis to place govemrnentabodies on an
1
it contains a photograph of the employee and was prepared solely
Q¤i`_ʻ
l during court litigation.
i-{?_t
with private parties before and
.-..-.---..`;l
--1-1..
-I-`A.·
.
ii liv
l~ll!
;__,
,
i, nʻ,l.
lT
ʻ ' stil,
; 4lʻ=i`
i_.“,
[i;E
I-.+¤»·n¤l
•·
una
law
1*194
internal use by the public body to identify its employees The provision
.
—
_
[ sW
gl`:V
;,].
E 7all
i
fil?
{ jQ.
_.
ʻ{
rrrc ureguri
shouldconsultwith its legal counsel.
(a) The badge or card contains the photograph of the
employee;and
st -llt
Ja
};
university,
state or with a political subdivision of another state, or any
intergovermnentalentity formed by a public body with an agency
of the federalgovernment.
esa
loRtʼ%l
An entity
of
174.109
DCU rm
\J1\.O Q vm
I I"Iʻ..LULJ\.1j
.
111.1
uuu.u._y uncertain
uuvvxnunu
un. its
neu status
uewewu under
cu.-.-A ORS
VL-.-
ibody without the wrdtten
card of an employee of the
consentof the employeeif:
,C
I
Iʻ1C2lll.I1 zulu rburciruc
intergovernmental entity formed by a public body with another
cam
and
(1) As used in this section, "public body" has the meaning
given that term in ORS 174.109.
§rʼl
fi;
·"
S
ʻ§el
?ti
1
:2 nil
r all
E
?
UIʻ€gO1l
.
states:
>
ll
>
OR 192.4 prohibidisclosuofapubli employidentificati
undue
nr mrd
without
the emploveeʼs
written consent. This provision
UGUBU
ucuu
vvxnuuun.
vxrryrvj
V- ..- ..--..S U1 47
ts urv re
c
ee
on
—
_r
€.flʻ
'ni_,ill
;ʼwl;
l
l i Fir
M
elite}
address,
This prohibition applies to a "public body" as defined in ORS
174.109 which differs slightly fiom the definition of "public body" that
,
applies
to the remainderof the Public RecordsLaw. SeeORS l92.4l0(3).
For example, the following entities are statutorily. excluded from the
definition of "public body"Uin ORS 174.109,so tlie prohibition in ORS
192.44 doesnot apply to them:
_
7 fx.,-a.r.·m4 T.T¤¤l+l¤ mul Qnipnnp Tlnivnrcihr
the (liʻH¤rWl
gf$|l'R Rm`. mw
V
(3)
individual requesting
nondisclosureof its decision.A public body may ask
nm
amiavaam
rd
euhmit additional infonnation
to
assist it
in
making its
[HB
IHUIVIUUZII
LU §LlUL11.1L auuiuurrur
rrrrvrrnwcxunx
..., -....,-..-7,
r
decision.
»";t
-·iitilg
l§
' I
]fi i_
31
-
97niimae
neenrdq
Order
November
19.
1999.
Birhanzl
(seeADDF¢l3)·
I'Ll[)llU
1\UUU1Ub
\Jlu¤l,
lxuvvllluur
IJ,
I;//,
urrrlulr.
.l
\AU.1
l \1
Axvv
ʻ
2ʻ=rthe Attornev General recommendsthat public bodies invoke
`fliherefore.
g
F {bij; €VBH."ii`OOli11
g'
LLIU l 1.l4L\JL1.1l\J)ʼ \J \l.l1\J1 (Ll L \l\J\.lA.1.LLL1\lL.\\.|u
uAA~•·
4
¤this .exemption onlv on the advice of legal counsel.
—
.—:;·% l~;;`.
'
i.ʻ`
. greg;
rwe
se ;.~.
.
ʻi·ʻ » .·¤
.`
.I
ir
_
... :~ . i.».
V V
.
.~. . ¤.___ .·
—
ʻ· ʻ ʻu:.·'·.-`.··ʻY':"ʻf»,?Ll"I.$
;
l=Z
`iY§
%`
—it`l
ʻlJ:'
E.l
i.
€,·
,lim
·
.
.
V
.
32
PUBLIC RECORDS
PUBLIC RECORDS
`.ʻ.'r
`:
lu
Ill
li vc
7.
l rll
il
.
-
x
. 2.
i ~
in.`i<;
`.
ʻ·, riI
l·~ J
,
l·:ʻ*
l ,!`
ʼl.
_.
sw
Z1-
i hil.
·
.
iii
te
I
.!
r ll
A.r·
1; .,d'
r . .=Q
vi
V
l
n
it it
r "Ii
l.`l
Tite
l
in
=·
lift ,·,.
Ererr
_`
·
<
il ʻlE ·
.~
l
=
ȤT
***·
lH
+
`lli·
ll r.
r-
:zʻ l"
1 `l`i
l~`!il`,
l~ `nl
if
ill}
. r _·. in
i {T
aj
I hi .·wl'
hr jp`;
t a .-LW
F lv
1
lg;
.
21 .·
V `
'llllw
='
r`· 'l,
. ,,
3.
1i
ily
ʻ i k
[ rzg
rI e
i
l
lk,
-
`
i
l
The Court of Appeals has construedthis exemptionvery narrowly, in
order "to further the statutory policy that govemrnentrecords be open to
the public." The court held that the litigation exemption applies only to
records "compi1ed or acquired by the public body for use in ongoing
litigation or * * * litigation [that] is reasonably likely to occur." In the
courtʼs view, the exemptionapplies only to records developedor compiled
by the public body for use in the litigation and not records collectedin the
ordinary course of business,even if those records subsequentl become
relevantto litigation.°8
y
The litigation exemption in ORS 192.50l(1) does not apply to
litigation that hasbeen concluded.Litigation hasnot been concludeduntil
thereis a final judgment and all appealrights havebeenexhausted
. this exemption
We note that records that may not be exempt under
T
iii
could be exempt under ORS 192.502(9), which incorporates limitations on
discovery of client information made confidential and privileged under
ʻ
A
ORS 40.225.We alsonote that a public body or officer that is a defendant
in a tort action under ORS 30.260 to 30.300, or in an action under ORS
294.100 for unlawful expenditureof public funds, may not enter into a
Public bodiesneed to investigateand preparein advancefor expected ·l·
litigation. Consequently,we think it appropriate to interpret the phrase .iʻ 1
—
"reasonably likely" to mean "more likely than not," rather than jjjall
i
"irnminent." One indication that litigation is reasonablylikely to occur is
(
that a personhas Bled a notice of tort claim againstthe public body. Notes
`E_
or reports prepared in responseto such a notice would fall within the
S
exemption.
99 The legislative history makes clear that the litigation exemption does
ji
not apply to administrative proceedings,such as conteste casehearings.
The fact that any administrativeproceedingmay lead
d to litigation doesnot lr ·ʻ _."
justify claiming this exemption. If, however, the public body objectively Ei
can show · that court litigation is "reasonab1 likely to occur," the
—.
exemption may be claimed for information
gatheredfor that litigation, .-Y Aéaly
—
regardlessof whether an administrativeproceedingalsomay be involved.
settlement
_
r 'riiiriiiRecords
m;
17
IL,
1900
1
77U,
Ri§Cl10l`f`fR€B
ulculluil
(anu
of the
compromise
iieunluiidn
¤ ·nnl·¤lir~ l-xrxrlv
Y ·< weK note
WCL- that
LL-; when
--.1--.. a
.. party
.......».. to
i.. litigation
1;+:,...4;,,,. involving a puonc oouy
m
ʻ Lastly,
uses the Public Records Law, instead of discovery tools, to request
information relating to the litigation, the party must senda written request
to both the public body and its attorney.ORS l92.420(2). This rule also
annlies
when
requester A;-»·¤
has ..-..v`.
filed ..a ---,notice
tort
claim under ORS
Cl
if}!./L1\JD
V 1.15111 the
\·J.L\r
Avs1u•vvvv»
--- of
- I
,
Y
. .
—
30.275(5)(a).(Seediscussionabove,p. 32).
(2) Trade Secrets
ORS l92.501(2) conditionally exempts:
. —
ʻʻ- _,
. *-1;
__ *
.-"'·.TZ
·
1ADD
ny}:
n
I.,/.
rʻ·=`=
ʻ .».
V .
'
·.-' {”EE
%§ai?;i*i?¥R·ee·eTddmedee
Aemisi in
._E;¥iii{1—{·1x¤uUIL15
UIUCI.
ALIEUSL
IO. mon
LUUʼ+JZYV
.
rooo.
Madrid
(see
App
F-23);
Publ1ʻ?e=.»_
Order, June s
* ·'·ʻ1¤
U,
IZJV,
IVLLLUAAU
\¤uv
4 ʻlʼkʼ
.52;
a
_
. `
—
', : j `igi
_
i
11
}`iQwithheld from disclosur tmderthis provisionmustmeet all
of theʻfollowing criteria:
iiliikecord
e
s—
.
l383_(l98l) (seeApp C-5).
gg Public Records Order, January 12, 1990, Bischoff (see App 1*-21); Publlpj,
ne,-mae \}1U.G1,
Order- Jullb
InnesU, LJJU,
1990. ivauurru
Madrid (aww
(see 4App
F-23);
Public
Records
OrH6I,i
1\C\}UlUb
arr
A
»-.//,
A
»V---—
---V
ZYC {ig?
October 1, 2003, Franzen (see App 1*-52).
lmrrrmrv
Jmruury
that requires the terms
_.,;r jg
· ·2` kg!
98Lane CountySchool District v. Parks, 55 Or App 416, 419-20, 637
firrlnr
uluel,
of that action
¢=r =.·. wcornpilatio of information which is not patented which is known
to certain individuals within an organization
and which is
n
,
¤:ʻ¤ .l I-ionly
Zgus in a business it conducts, having actual or potential
_._,gcomme
value, and which gives its user anopportunity to
ed
isi?]
' ..r,ʻ;_= ;s_g- ·
V. . ʻi
··-· ..I
irobtain
a businessadvantag over competitorswho do not know or
rcial
li `·
az;. ʼ¤ʻ:i;,`2·::»i
..`. ~ifʻ ʻ susertl.]
e
negateany need for an individual to use the Public Records Law to
accessto records for purposesof pursuing private litigation.1°°An interest.}
in private litigation does not qualify as a public interest requiring}
100 1ʼI.1Dl1U
`Dukliie lusuulus
D¤»·ru·H¤
or compromise
settlement or cornprornise to be confidential, unless the court makes
widen
tindinos
that
specific
privacv
interests
of a private individual
wllttmr
rrrrulrr5¤
elicit
oyvvlirlv
y......-_,
---------..
outweigh the publicʼs interest in the terms of the settlement or
..·..`A
J.-. +1·.Je
section, may
T1'6.Ci€ secrets.
"`1`lI3.GC SCCICIS,"
BS USCG 11 IIIIS
=·»l*I
Qincludebut arenot limited to, any f`ormula,plan,
pattern,process,
1
- =,
stool,
mechanism,
compound,
procedure,
production
data, or
¤:r·-·
at
ʻ~·ʻʻrl~
ʻ
_
The litigation records exemptionis conditional. The public body
determinewhetherthe "public interestrequiresdisclosurein the particular
instance."Generally, the availability of ordinary tools of discovery would?
disclosure
w]
33
= *-2%:3
=
¥=
-·»» mion 1%.
.=Z .
s
093}.
—
ʼ
.i
" °=;$?r:bR¢
neraieir (SCC
rene lʻ\UU
Ann I`FAQ
-.J·ʼ}·
DUUUIL
;i.rj·
lik
all
eLygl
ligl
}|,,ll·
lZ
·`:Z
PUBLIC RECORDS
1
{~`.»
i;~.,
l"
Tl i
~
ll}
illicit
· the information must not be patented
;
• it must be known only to certain
individuals within an organization
and used in a business the organization conducts;
l
.
r·;."lil
lr-.»,
· it must be information that has actual or potential commercial value;
and
`
¤,.
ip"};
Ìl
'·
.·
.
iii;) .
itil.
. l
i'ʻ-
#..;
,1
. i.;,,`:
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lol.
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l
n;y
¥1·j
lI¤;:~
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fillet
ll.L
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illl
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ll `jlli
l~;.ll.
lg lr;li ·i:l
L; i'~w
§;.~.
l¤
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1
i*"ʻis
wu
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`ll
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rl..li
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=ʻ:=:ll·
rl-ls.
€lll·
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lgi-
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lgiléyiil
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- ʻl'l.
;· ʻ·e
tʻ»slr
iri'_-`|
»i
{`l`l
llt
l
; lil ,.;:.
Z
? ~.'
; `;i`
l ~lil.
QI
r ` f*
QT
*
'i
34
[ifi
E;
ʻ
irll. inner
cive its
an
111\.l¤I. Exvu
.u.¤ users
uqvrq
uu opportunity
vyyvx......-,..J
to
....
PUBLIC RECORDS
clear.l°7ORS 192.50l(2) authorizes,but doesnot require, a public body to
refuse to disclose a trade secret, unless the public interest requires
otherwise in a particular case. On the other hand, the Uniform Trade
SecretsAct prohibits "misappr0priation" of a trade secret, and provides
civil sanctionsfor such misappropriation.l°8We believe that by retaining
the conditional exemption for trade secrets,and at the sametime enacting
.
5
*
obtain
a
advantage
-- ..-...
.. business
.
over competitorswho do not know or useit.
the Uniform Trade Secrets Act, the legislature has, in effect, called for
heightened uv.:-····n.·_;
scrutiny we
of -~..-·---..--..
contentions that
interest requires the
L1UL5u•·vuvu
...-.
r the
WeIpublic
disclosure of records asserted to be trade secrets.
lf a public bodyʼs disclosure of a trade secret would constitute
"misappropriation" under the Uniform Trade Secrets Act, disclosure
A
_
We have concluded that fee schedule and price lists provided in
·f·`n1·
n=vA11ʼ\1'\i'if\1'\
QQ
`
· a request
V VVV P--~—--·1
-—~
e.·i+...-ir, lor exemption as
scan ·--.+
responseto
for -proposal
meet +1..s
the crrrerra
trade secrets.l WeL have—»
also concludedthat lightning strike data made Z}.
—
available
°3 to the Oregon Department of Forestry under a license with a :_
:l
private corporationmet the criteria.]04More recently, we have concluded g;
that an insurerʼs projections of trend, target loss ratios, and accidental
deathrates,submittedto the InsuranceDivision aspart of the insurerʼs rate
Bling, were exemptastradesecrets.l
°5 A Mll)6 Amfiieee “r-nrle
LIZILIC SCUIUL
rclum
Lucu.
rr- . rr..:1r...··r—..., c¤,.,...,.l¤¤m·pt" lu
in 1·m·rr•
that
The Umtorm Irade Secrets Actm oermes
1..
¤ Law. Its
Public
Records
may be broader than the definition in the
definition, ORS 646.46l(4), states: —
.1.. .1:.r-
..
.1....--;.....
35
would be prohibited underthat act and the records would be exemptunder
the "catch-all" exemption of ORS 192.502(9). However, the Uniform
Trade SecretsAct also provides irmnunity from a claim or action for
misappropriation in caseswhere the information is released under an order
issued under the Public Records Law or on the advice of an attorney
authorized to advise the public body. ORS 646.473(3). A public body
iiʻʻi
Q} should not release any trade secret information without a determination
that the public interest requires disclosure, and without first consulting
. with an attorneyauthorize to give it legal advice.
dthat anticipatereceiving sometradesecretinformationin
Public bodies
,....-.4
"Trade secret" means information, rncludmg a drawing, cost
data,customerlist, formula, pattern, compilation, program, device,
method,techniqueor processthat:
qrespons to a requestfor proposalor other bidding requestshould specify
»,if e their solicitation documentsthat any trade secretinformation must be
Lispecifically
identified. However,the Public RecordsLaw doesnot require
V,
,
(a) Derives independen economicvalue, actual or potential,
fiom not being generally
known to the public or to other persons
t
ii.;;i.;;
secreto be specificall labeledto be exemptfrom disclosurunder
who can obtain economicvalue from its disclosureor use; and
·-Yl RS*192.501
and
{ʻ,>ji;_;ia-_?
t
y the Uniform Trade SecretsAct doesenot requiresuch
i.
(2),as an indispensabl stepto preserv protectionof trade secrets.l
(b) Is the subject of efforts that are reasonabl under the . ttrade ,ʻ·jihéiblélin
—·, tulip
innmie undo
nnlv ensurethe nronoser that
the
e
`
UULL_y ninv
tuwr. it
In will
u in protect
ru----circumstancesto maintain its secrecy.
lʻgir_|_JLlU1J.\.}
e Iucty \Ju1._y ¤0¤Lu.v eLuv yiuyvuvr
°9
tl
=int`orénon to the extentpermittedbv the Public RecordsLaw.
.
n l . 1,
_I_..-4.--...1..L Edit ra ·.ʻ _.l
l.`
The relationsh betwee the treatme of trad secret unde
.·;la
iati`.
i;
*
`
rg
·
(3) Criminal Investigatory Material
192.501(2)
ip and under
n the Uniform
nt Trade Secrets
e Act
s is not
r entirely; `shi _l _..-lL_="
..-.
192.50 (3) conditionally exempts:
`
· —;·.3lF·Z
`l"
V
?l·- iLi.=> ·` I-ʻ= ·' ʻ-~
U'?
1
*
A-ʼf2};§
·ff
··¥ f_ §'£`
· ""' l.
YVl.1\J
\J(·I·.Ll
\}l.l\Jul·LLl.
vvvaavaaaav
v v•·;v•~
AAV--.
--..
.'»>{§*?;7}
"
{rf? L"··»*` l·*' W
i,,§_§;_:,,;:.-..M
°·
A
`
IMSRQ
=l
r;§§,Q!£<lʻ.le°.·
*—'°°
W .l'uUu.v
Dntilie 1.\G\.»u1u¤
Reenrds uruvr
Order. uvuvirruul
December 7.
1989. »»·».······
Baldwin \—·"
(see ·*.rr
App F~2l);
i I/VJ,
r
H vii,
y
“ iiwe
.. .4, llrdnr
n..q-..
1lir....,1.
A '/lllILL
Grxn/1, '7/.21T7
,.J+.-. HWTO
/.~.·,·` TOTITIPIS
FAH-ine
rnlqfpri
fn
§5\iEl;('Sfli:
Ale,.
Dukiin
Dnnru-rkI\/lnrrrh
Ll.
TCIHLUU
LU bdlv
Ul.
LUSO 31ʼl1D11C KBCOILLS Urucr,
rvrzucu ·+, 4uu—r, 1..¤r»L rpm rurrrrm
1.........u
W .....T
surplus stateproperty) (seeApp F-52).
10 Public RecordsOrder, September4, 1998,Spatz(seeApp F -42).
-w"
W5 11..1.1:,.
*0,.....-AA“.·m¤+
S
'7(VY7
{cpe FUJI-I
Ann 1"
F-BO],
""'
\r\.»Am—
ITTIEI`. m
HIIQUSL
O.
I.r , T<'£1-¤r—
BJLSUU
(BGG
Ul\.»
,lKECOTHS
\G\.»U1u¤
x}1uu1,
ugunn
u, LUU
1.vv
*».n¤vn
4 [Ll|·'\1hI1(E
ME»?{é`kZr§2»E 92d'
{{J6£éL1%SiuA
\}.l\LJ
\Iʼ
Iʼ\}•I'ʼ\}1
LU
\Iʼ\'.l`r
h
?
4kL.L!.\.lL1l.1(·\·LL\JLL
.
_
LLAV
.
Ulxuvaxu
iplllillfi
RECOTGR
* ʻ»"~ʼU*-* *\*·'*-ʼVU-*°
yvnannnvvvu
()T'(iBT'.
V*““*7
imterseet_O}*§l1bh;3-d£ég
`rʻʻ
T
rdn
(i)I`dg—
ul,
·¤..nv
...
SCl')liBl'I1bC1°
'··"·ʻl—ʼ“·ʻ**ʼV"*
·-..,-..·
4.'>
--v---..-
*ʼ**ʼ:
._-
Spatz
*·*r""···
Unifor Trade
ml
{Secrets
I
_
(dlscusslcn
\""*"
ʼʻʼʼ
5;
. 1;:
V;
.
,
* 2
» .~—: ;·-<~
¤;c
71 QMS
5*
··-;·<
·
·-F2*=.,
·
ʻ·
_
Of
I
Act) (seApp
e
,._ ». %ʻF”ʻ»646.4 an 646.46
.— m9rPublic
Records \JL\.1L¢.lʼ
Order. March
I0.
2000.
SUO/Maves
(See
ADD
F~44),11. DLULLV
,L\LlU\}1\JD
LV.l.(1.l\J11
LV,
LVVV,
L}\A\u;v;u.J
vu
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4
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V , #eRs
63
d 5.
,·:; .
;· wwe?
, ·»g,;..t, ;>·~- ·<;- _t~
~ —ʻ3 —.
—
;
LU
1ʻ,:
Q
7»~
36
ʼ- ,'
F?
1};*
1*
~.,
91
1}.,
~1
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11
,*1
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=
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, J.,
il2 1
1,·,.
11
2,: ` 1]
1
• information compiled in investigationsnot connectedwith pendingor
contemplatedprosecutionwill remain secret only if the public body
establishe thai disclosurewould:
J
s
— deprive a personof a right to a fair trial;
;
—- disclose the identity of a confidential source or confidential
ʼ
"
ll'lI`Ol'lIl&llOl'l
·'
"
'ATYJ
1 · ,,1
'
1 ='Q§
1`1Y
l ,{-.' [H1
11_`,
1=ʻ r
,Z
$$1·
11
°'a:;·ʻ;
4
i1ʼ·r
@,
,r
$1},
11.
”'1
Yi ,,.
1*5}
,,;,
` -11
1'
.-1,111
r_11:
1` 11{Q1
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1 `,,,1
_xi., ,,1
1
. ·`i1
·
· I 1'1
;
Z1*1
] }
\
; ʻL
M
1};:
ʻ~I
ii; ``
E Z:" 1
or physical safety of law
GI1I`OlʻC€11'lCl1l
.
..4.
,`-.
+1- A
Uvl'1ClCl` 3.1 €XC€plZlOI'l to tl'1€ CXCHIPIIOII,
3 “1`CCO1“C OI 21 EIITCST Ol' UIC
-1.4. ..1.* .. -.,.2.-M,-Jʼ
in +1-¤n+¤»-I
H;-Fpnrnnflxr
+11421 hfl'\P1ʻ
fʻTl1ʼ\'1l1"l2l
`l1'\\lRRl'lO`2l`Ol`V
1
l
11 investigator,
Z
report or a crime" is treated oirrerenuy 1man other
crrrrrrnar
records and ordinarily is not exempt from disclosure. The statute clarifies
this exceptionby settingout a nonexclusivelist of examplesof information
contained in arrest records and crime reports. Such records must be
·
disclosedunlessthereis a clear needto delay disclosurein the courseof a
Ts·.2 specific investigation, or unless another statute restricts or prohibits
resistance,pursuit and weaponsused; and
IM
1i
_`, disclosur
(g) Such information as may be necessaryto enlist public _ til`-?1-. ʻ·. e. This "arrest records" exception does not apply to juvenile records.
assistanc in apprehendin fugitives from justice[.]
_
gZ:.;,i_ZAlt ORS l92.50l(3) doesnot by its own termsdistinguishbetween
_
e
g
_
'ʻ,Qʻ.'ʻʼIhougl1
'Qgjrivenil and adult records, the juvenile code authorizes"custody,” rather
Unlike
the litigation
exemption in ORS l92.50l(l), the crinrinalf
·
1e
investigation exemption does not expire when litigation is completedorg
abandonedIf law enforcementofficials have closed an investigation
1"Se PublicRecord Order,August15,2001,Padgett/ (recordsexemp
.
decided
not to prosecute, however, the governmental interest ini}ii
e defendantʼs
sappealof conviction) (seeApp F-47).
Eller
t
maintaining confidentiality of investigation recordswill be din1i11ished,~
- -f}*k,
Records Order, November 13, 2001, Forgey (see App F-47). ln
The Court of Appeals has outlined its interpretationof the exemption
for?
l·l?.=_
_``.
{addition
to informatio relate to law enforcemepersonn safet thatmaybe
€l`li·Public
the legislature
haselrestrictedy the disclosure of
criminal investigatoryinformation asfollows: m
- ~ exempt under
n ORS l92.50l(3),
d
nt
»eertainr.,inf`onnation
about law enforcement and public safety employees. ORS
· information compiled in investigations connecte with pending
_
-and 181.854. See also ORS l92.502(34) (home address, telephone
contemplate prosecutions ordinarily dwill remain confidentiall
`·
electronmailaddre exem atreque ofpubli safetofficer)
d
y
l92.50l(31) (conditional exemption for home addressand home telephone
1,f1
EF
L ʼ1,
b
[1
11
1?
b
a ·;~
1`1
411
1*1
5.
11
ig
(e) The
of °**"
the ***
investigating
and
arresting
and
*“"
“ʻidentitv
“ʼ“""ʻJ
"*·
ʻ "“":>*"·~·¤
"···*
**—···
rn U agency
U
the length of the investigation;
(i) The circumstances of arrest, including time, place,
»ʻ- 11
,
1*
;
t.,Lʻ-,,,---4.I,`..
\"/
1,V1
1? `|
*;'-· . ·L*:
,,,1
SOUICCQ
-....,,
(d) The identity of and biographical information concermng
both complaining party and victim;
, Q1
.,“,
persormelm
135.290;
. ;:"1
IZ' 1- ,
1{ N1
1`,
1
1
S,
1.
`l'
— endanger the life
(c) The conditions of release pursuant to ORS 135.230 to
1
-....L`2.l-.,.4J,.1
OHl`V DY UIC COIlI1(1€l'1UEll
-— disclose investigative techniques and procedures; or
9
(b) The offense with which the arrested person is charged;
11-,
,;
143
{1ii*
1,,
-ML-L-.1.L-
lllI`1llSllB(.l
`,
··1,
· ,*1
1
11
i
— constitutean unwarrantedinvasion of privacy;
(a) The arrestedpersonʼs name, age, residence,employment,
marital status and similar biographical information;
K1
I
1
37
because disclosure likely would interfere with law enforcement
proceedings ;l 12
Investigatory information compiled for criminal law purposes.
The record of an arrest or the report of a crime shall be disclosed
unless and only for so long as there is a clear need to delay
disclosure in the course of a specific investigation, including the
need to protect the complaining party or the victim. Nothing in
this subsectionshall limit any iight constitutionally guaranteedor
grantedby statute,to disclosureor discovery in criminal
cases.For
,
purposesof this subsection,the record of an arrest or the report of
a crime includes,but is not limited to:
31-.
i.I .'
PUBLI RECORD
C
S
PUBLIC RECORDS
.
`
`
ʻ
ʻ
"
'
¥
4
1 ' , 4,
,,,,ʻL
I I -
ic
H0See Public RecordsOrder, July 3, 1995, Gairettson (records exemptwhen
district attomev has reserved possible prosecution) (see App
F—3l).
"1"I' /'
In Jensen. 24 Or App at l 1, 16 (see App
C-4).
`Y I
'
/
_,_6 4 2
__”.
?·_-ki i=i5ʼ*
'
si--.
ʻ. i '
ʻ»~
—»x··ʻ¤·»ʼ =- "A
—
ʼ
»
ss
pt
st
c
y
;
.,ʻor public safety officer contained in voter registration records); ORS
,» (condition exemptiofor nameof publicsafet officercontainein
.l— ·` ·
real property
assessment
or taxation records).
al
n
y
d
dll Seeded. ORS 4l9B.035 ( child abusereports).
.,..,
`.
.:
-
,
z
38
PUBLIC RECORDS
than "arrest," of juveniles for criminal law violations.]'5 We therefore
believe that under ORS l92.50l(3), the record of an _"arrest"does not
include the record of "custody" of a juvenile. Such "custody" records
compiled by law enforcementagenciesfor criminal law purposeswould
therefore fall within the ORS l92.50l(3) exemption.We note, however,
that thejuvenile coderequires disclosure of information that parallels the
arrest record information described in ORS l92.50l(3). It also permits
disclosureof additional information from juvenile court records.]16
i
PUBLIC RECORDS
(
The exemption for criminal. investigatory information should be
distinguished from the laws governing disclosure of criminal offender
information. ORS 181.560establishesa procedurefor obtaining specified
E
.-
1
eg
39
criminal offenderinformation from the Departmentof StatePolice. ORS
181.534makes criminal offender information obtained by public bodies
rm.
1mrmnses.
ror ,4-,4-,
rrorr-orrrrrrrrarjusrrce
purposes,eg,
og., ernplovrnent.
c...p.s,...s..., confidential.
ss.... ..-....,-. Public
, -.
—,·ap-.4pet
rrprim
bodies affected by ORS 181.534 are identified in Appendix G.
(4) Tests and Examination Material
ORS 192.50 (4) conditionally exempts:
,¤,¥l tn qrln-ri11i¤1·r¤1·
""ʻ 1 ·
·'
A 4444.!.-~1---...
-+1--..
,1-+Test questions,
scoringkeys, -...,1
and otner
datasuused to aorrrrrrrsre
A public record need not have originated as part of a criminal
investigationto comewithin the exemption.
In a public records order, we
_
concluded that the scope of the exemption for criminal investigatory
a licensing examination, employment, academic r or other
examination or testing procedurebefore the examination is given
and if the examination is to be rrsed again. Records establishing
proceduresfor and instructing persons administering, grading or
evaluatingan examinationor testingprocedureare included in this
information extends to prevent disclosure of records not originally created,
but later gathered,for criminal law enforcementpurposes."7In reaching
our conclusion,we notedthat the United StatesSupremeCourt construed
the nearly identical provision in the federal Freedom of Information Act
exempting "records or information compiled for law enforcement
.-.......`..~.¤>
`Flpnqrrcp
tldp
Qtnhe
mul
ff-'t(lFtT2l
LIIC
¤Lcu.G
auu
ruuurcu
purposes" 4-A
to Avi-AAA
extend +A
to mini-,
sucn i·m··ni-rlc
records.118 DGKRLLISU
disclosure exem tions are com arable we believe that Oregon courts
11 °
would reach the same conclusion.
9
..,,-,.,1:.- L1,- ..--,.4.-.1-.
-431-...
exemption,to the extentthat disclosurewould createa risk thatthe
result might be affected[.]
"
'
'
-ʼ
'
·
r
.r
4.1,,
1,-;.--..1;
.-J?
The obvious purposeof this exemption is to protect the integrity or
i .i_·`_ examinations administered by various public bodies for licensing,m
3`i· employmentand other purposes.Information usedto administer the test is
enforcementagency or official. lf; as part of a criminal investigation, a r_
confidential until the test has been given. Examination information
7
law enforcement agency has collected or gathered records from another
``»ʻ”ʻ Y remainsconfidential if the test will be reused} We have concludedthat
public body, that public body (or any other public body that is also a.
,·._j i.arecords of the oral answers to test questions
must be released if the
``
22
"custodian" of the samerecords) may apply the exemptionin reliance on _
d
no
indirec
reve
th
question
Likewi acomple
t f-?{r...i-?
_
the law enforcement agencyʼs representatio that public disclosure of
·,`,~i,~';
sheet
is
not
exempt
if
disclosure
would
not compromise the
eʻ
1
answer
o
t
tly
al
e
sm
se,
ted
n
recordswould interferewith the pending
criminal prosecution.l2
p
*.·__ 1answer of the exarnination} However,we also have concluded
that the
Also, the exemption is not limited to records m the custody or a raw
°
`
_
_l
"5 ons 4l9C.O80419C. and419C.
sff
ʻʻ
H6 ORS 419A.255(5), (6); see also ORS 419C.239(2) (certain information?
,
09l
094.
rj_ VʼQ
_`_s
24
.- _ if
__ RecordsOrder, July 8, 2004, Meyer (seeApp F-55); Public RecordsOrder,
`·
_February27, 2007, Zaitz (seeApp F-60).
;-;j}.j
§j`;·1
It- ` i°
Licensing examinations,test questions and related material may also be
containedin "formal accountability" agreementsnot confidential and not exerript"
from disclosure). The remainder of the juvenile court records are generallyi,
;
_; éprotectedby the U.S. Copyright Act (17 USC §§ 101-810) or qualify as trade
confidential under ORS 4l9A.255(l)—(2) and, therefore, exempt from dlSCl0Sl1I
__gsecrets1bytheUnifor TradSecreAct(OR 646.4 to646.47or
6j;ʻj
under ORS l92.502(9), which is discussedbelow.
-Y;4ct>ndrtronally
exemptfrom
H7Public RecordsOrder, December23, 1991,Mayes (seeApp F-25); Publiiiyj
—protected
mdisclosure
e under
ts ORS 1921
S.501(2).
61
5)
lz?-Public
Records
Order,
January
12,
2001,
Varenhorst (see App F-46);
RecordsOrder, October 10, 1996, Reed (seeApp F-36).
HY_
Order, February28, 2002, Perry (seeApp F-48).
"8.i¤1rrr
Doe JLEK/l
Avencv
v.
John xlDoe
Corp., 493
US 146, ll0 S Ct 471, 107.,1}
JUIHL
JJUD
l-v_)'
I.'
uurnu
uu
gurte.,
r
I
I
_.
1.2
Public
Records
Order, January24, 1989, Wilson/Parsons(seeApp F-17).
Ed2d 462 (1989).
i2l_YPubRecord Order,November19, 1999 Jacobs/
(seeApp F3
"” Jense 24Or App ii (se App C—
2002, Crornbie (see App -F-5(l);°
12 n,
Public Records Order,
e December
4). 18,
0
-—
lic
=t€e5
. . H) zi-gi
i- ʻ ' V-ʻ;-af-
_ . r_ fw?-,.:·ʻ
.
3
1"
_ʻ:·:gg2j;=;g
s
QI·iiQ
.
ʻ
.
»
ʻ =
· » .r
;
,
>
`
Birhanzl
.
1.,.
~.,
1_
_,
!
§.lj
i1.j_
t1Z
,_¥
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=..l
;=,
`je
l
40
·
1;
?
1;*
1*;
1.*
f".i1
'1.
11
scoring sheetfor a practical examinationthat lists the items on which a
licensing applicant is being evaluatedis the equivalent of written test
questionsand exemptwhen disclosure would jeopardize the integrity of
subsequenexaminations.
t Although primarily applicableto licensing or academicexaminations,
l·-"ʻ»g `
this exemptionwill apply to any "examination" for which test questions,
scoring keys or other data will be used again to grade or evaluate
applicants.Thus, we concludedthat when authorizationof tax credits in a
competitive funding cycle is basedon an evaluation of written questions
that elicit information about a projectʼs qualifications, the scoring sheets
and evaluation materials are exempt because disclosure would identify
l H"
}J1\.4\.:1D\:1-y
nraniselv
l.,é
{°:`l1
?
. #1
A
1.~:_i
11
1.
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jpl ~
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·?
”,·1..
E.=
11ʻ
•
ʻ 1 .
i iiiilr
1 1
Lʻ_.`
Q
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tl-111
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-1
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,_
~
iz 15
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if
_.'
ʻ
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ʻjl;
}.11.
;_·|`Illgi
jg.)..,
1:,
ei1·
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l1
=.
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@.
11-1.
+1*:
1`
=;
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?.
g1z1
~ʻ111
+1.
1.·1,.
,
ilif."
-;zʻ.1
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%
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1*11
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1l
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4
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PUBLIC RECORDS
PUBLIC RECORDS
YVLACLL the
LLLU applicant
uyyxnvuann
xruvuvu
uv state
uorr-,r.»· to
ov obtain
vv.-.-.
» maximum
-...-...--....--.--what
needed
to
a
5 (5) BusinessRecords Required to be Submitted
41
connection with an application for a license or permit, even if the
information is a required part of the application,unless the amount of the
license or permit fee is basedon the production levels. The exemptionis
1
,
,:.
1I
limited to information fumished to allow the governmental agency "to
determinefeesor assessmentpayableor to establishproductionquotas."
s Estate Appraisal Information
(6) Real
ORS 192.501(6) conditionally exempts: _
.,.2-..
4.,.
I1.-
Information relating to the appraisalof real estateprior to its
acquisition[.]
-
·
·.
. 1-
r
1-
.
,1,r,Z.,
1.-.£ʻ.,-......-4.L-.-
This exemption permits public bodies to obtain information in
.rerr.-,, M..,,....;.... 41.. .,..1,...-+ʻ seen serene their-the mrhlic bodv rnav
confidence coricerrrrng tne varrre or rear esrerrerrrar rrrc psorrc css, rss,.
.
SC0I€.
125
purchas or condemn.] A parallel provision exists under the Public
eMeetings Law,
26 which exempts from open meetings requirements
"deliberationswith personsdesignate by the govemingbody to negotiate
j real property transactions."ORS
l92.660(2)(e). Even after the real estateis
d
acquired theeexemption may continue to apply to the appraisal.if the
Q?} .`j e ,information and analysis in the record is relevant to later appraisals of
ORS 192.50l(5) conditionally exempts:
,1,---
hrformation consisting of production records,sale or purchase
records or catch records, or similar businessrecords of a private
concern or enterprise, required by law to be submitted to or
izillil
situated properties that the public body may acquire.127
inspectedby a governmentalbody to allow it to determinefees or
J.-`·l .` F similarly
U-li
ʼ.ʻ
(7) Employee Representation Cards
assessment payable or to establish production quotas, and the
->:-. 1* ;
T ʼ "· l
T '
[
-7
1 · ..
Zi-.
`lji
··
amounts
of
such
fees
or
assessment
payable
or
paid,
to
the
extent
s
ORS l92.50l(7) conditionally exempts:
that such information s is in a form which would permit
5% J . —
The names and signatures of employees who sign
. rf -;=. .
identification of the individual concern or enterprise. This
—ʻ
-,.+l4m»i·—,¤1-inn r—
m- rmfitinnn
fm` the TNTTUOSB Of 1`SGL1CSil1'1
·
21LlL[1Ul'lZ.ZtLlUll
Uctlup
ur ycutruuo
rur
r.rrr.» yorrpuoo
or ..-`1e..-..-..-D
exemption does not include records submitted by long term care
m»r1¤
E
·»
.representatio
or
decertification
elections[.]
facilities as defined in ORS 442.015to the statefor purposesof
`ʻl·
¤.·ʻj. ʻ...
`·`1ʼ- — .n
reimbursementof expense or determining fees f`or patient care.
rillhis exemption does not extend to records showing the rrurnbe of
ʼ `..'
.=ʼ .·a-Ras; -, ,=. . ·` E
. °ʻ
1~
ʻ.,
-··;ʻ·=
,,.,--.1,....-1.. --..,1Nothing in this subsection
shall limit the use which can be made
s
.-.
ijperson
who 1,--...
have..:...--.1
signedsucn
cards-.·
or +to -I-rs-1,-li¤+¤
cnecrdrs A-F
or nlinilnln
errgror rmrrrwlnveés
errrproccs
*?_
.?
Z=
ʻ*
Sgrrit
vpnin
prm
relethat
do
not
disclose
how
individual
C1TlDlOY
of`such infomation for regulatory purposesor its adrnissibility in
. .. ...
=ʻ.·` 6 Y1 ru buuu.- ·"_
~
¤.t¤uuuu.¤
tuur.
uu uue urpvrvov
no ,, ... e
~,ʻ-<Wr11U—.VULG
s
rs
y
ʻ·-"Lf§
”.J
;..·
I.
?
—
'
€ʻ
.
`=
any enforcemenproceeding[.]
ʻ
"€·~.ap
h
mtinrm
€€S
—`_
E
.--`-1*f 2
¥1i£€T.ʻ.ʻ·L
t
This exemption applies only to business records required to
ʻ-"§ `
-· . =ʻ·"
2"i
submittedto a govemmentalbody for usein settingfees or assessments
¢.
.`
and to the amount of the fees
for establishing production
this
information
would
permit identification of the;I
assessments, if
business. It is intende to protec informatio that would
determinationof a particular businessʼsproduction levels. This exemption
d
t
n
does not cover businessrecords that a person or businessmay submit Ein
j
8
.- -..4. . .-..-12...
* .= ORS35.346 require an offer to purchas propert
pr·elrrrrrn to a
.,
(2)
s accompanby any
e writteyappraiary
actio to be
upo whic the
_`
relie
in
establishi
the
amou
of
compensa
n
ied
n
sal
noffere
h lf the
,1,
-Ia-na-:
4-A
n
isles tha $20,00theconden ma insteaprovida writte
Rec, Orr Ma6,19
Bise(sApF- Letof
,
-·?
. _ .-F"
ii7~'
3.1::
_iV- ri .e%iF*=
5 ·7. =·
..1*e-
,L.-
ng
nt
tion
d.
gexplanatd
of thevaluatio
s
n
0,
mer
y
d
e
n
ionEim`PublicRecord
n. OrderDecembe2, 1994Parks(se AppF-31).
s
H5Public Records Order, March 17, 1997, Chastain (see App F—
38).
L LL
ʻ
dat Febru26198toWenGreen ER BoaAge(O
`Publ
ords,der
hoffee
·
ed ary
7,rch
dy 81,
wald,
B prd 1);
ntter
P—
s' -.%;,5.1 `. . . ~
;s:eʻ
any5·-ʻ¥:ʻ$»
»1
ʼ
» .
· ·
ic
,
l"~ʻ,1
ifi
1
1\ʻ1."
1?.
ii,T1I.
~.§
`·l,r:,`,i
,i.;1.l!
1`
111
1i
'1,;.,
QY;
42
\zl.VA·l
Asléaavu
(8) Civil
Rights
\\JI
v v».»-•=-·-·-·-Investigation
Ann
----.---7.
Material
ORS 192.50l(8) conditionally exempts:
Investigatory information relating to any complaint nfiled
Han
-1..
M.-er.
·
»—·—·-·
r·nn
nan
nn:
...-4.:1
under ORS
659A.820
or rr-ns
659A.825,
until .....
such tune as tne
1
1*1
1ʻ·-
issuedunder ORS 659A.850[.]
...
.F;j
1,51
I—
..,
1
1 Q1.
11
. 1
Y
\, .
y1%.
l`
gir,,";,
1 1i
,:1i
j,*gf
i-
I 1_
.,
1 11
1+
·11,
E1i
11
1.,.};.
.=.
.»l
11
p 1,}
ʻ;
=.
2i
ll.·1.
l.- _
·.
r:2F“'i'.
.
12.
11+
ll_,
1.112
·. 1
lr.
lil; 1
,
lZi~i1
11
1:1
11
ʻi§llr1
:
1
11
.1
1..,11
LlQ`;r
[GL
1
i='
1%,
ii
1"
v`
1
1`11
5115
Servicesunder ORS 697.732[.]
-+1-u-
mmnlerint is
under
ORS
659A.835,
or
Lu resolved
A.vuvAvv~n
»•--¤•¤»-.
·.·-.-..,
--,--.---7
L., a final order is
\J\.l1|.11Jl(&A1.l\·
e.ʻ_
emplovment practices or other civil rights violations. ORS 659A.835 and
659A.850 relate to investigations and hearing procedures for such
-.--r;-A
above.
pIʻ2lCL1Ut Avpm,-time
Uzxmlly Liurrp diemrssed
ursotrsoou
erou vo. Accordingly.
r ro....--¤._,
Eif
(11) Archaeological
Site Information
.-1
unlawful employment practices complaints are pending.129
-.- ʼ
1
ORS 192.50l(9) conditionally exempts:
-Je--.
A-
Information concerningthe location of archaeologicalsites or
objects as thoseterms are defined in ORS 358.905,except if the
governingbody of an Indian tribe requeststhe infonnation andthe
needfor the information is relatedto that Indian tribeʼs cultural or
religious activities. This exemption doesnot include infonnation
relating to a site that is all or part of an existing, coirnnonly known
and publicized tourist facility or attraction[.]
·
(9) Unfair Labor Practice Complaints
...1.
J
ORS 192.501(11) conditionally exempts:
pyempripn
Aymnd
and
addresses
of
against
whom
C}ʻ.G1Ll1)L.lU11
GALG1.1u tn
Lu names
uuuiuo
ctrru
uuurvuuvo
V- employers
yr--psu]
..-..
..D..-
--
may
includeinformationin a complaintm
This provision of the Public Records Law does not exempt the
, ,..,, 1-;.,4.
xr-A--41-complaint itself or infonnation containedin the complaint. Nor does tne
..,1-Z,-1.
, this
..---.. exemption
-.-,-T
,, , ,
.
$
complaints.
.`-...-
152;
*1
filed under ORS 243.676 and 663.180[.]
_
. ORS 358.905(1) dehnes the terms "archaeological site" and
1
.-.
*
tfarchaeologic
object." The statute following these definitional
ORS 243.676relatesto processingcomplaints by public employeesor
»ii
{ 1.I provisions
concernprotection of archaeological
sites and objects.
_1
al
s
employers of unfair labor practices listed in ORS 243.672(l) and (2), and
(12) Personnel Discipline Actions
complaintsof refusal to comply with any provision of a final andbinding _ I i¢ilʻ1,ʻ;r· l -ʼ i1,
_ʻlj;~·,,. --·.,
=
arbitration award,which is an unfair labor practice under ORS 243.752(1).5
..ʻ.
. °`ORS192.501(12)conditionally exempts:
.,-;..,-,..,a--1-1..-.
ORS 663.180relatesto unfair labor practice investigationsand complaintsdocuments
-3 ~
before the Employment Relations Board. However, the complaint
itselfii E-¤€§?r .¥. " "·?° _ - A personnel discipline action, or materials or
Yi
i*·ʻt., 2Y=.ʻ
.. ¤ ʻgsupportingthat action[.]
¤;,_.
investigatory
infonnation
relating to any cornplarnt or charge
1
—
-.
e
-3-DER".
wouldnotbeexempfromdisclosure.l
(10)
Agency Investigation Records
t Debt Collection
3°
*
: ·,
.$
-
17
..,. ..
.
....
_
1`,rr.}._ʻ;.
¤s.·j Only completeddisciplinary actionswhen a sanction rs imposed, and
n
i
-` `ʼ
.
- 1
1
4,
-1, -r
L..,-,-
-.4.
4.1.-4.
.--..·|·Z-·.¤`I¤-v
·:•¤v•·v\r\!1n/1
A-inn;-nl·i1n¤1·u
/31I\ʻ'
Qhfihh
.ʼ, -.ʻ· aterialsor documentsthat supportthat particular drscrprmary acrrorr,rarr
. ʼ
scopofthisexemptionTheexemptidoenotappllwhe
arflemploye of a public body resigns during an employer investigation or
e
.132
on
s
y n
.
of disciplina action The policy tmderlyin this narrowl
e
..:-.
..-......4;-..
as
<·-.-r-Arr
1
me
mrhlip
remnlove
from ridicule
for
'.·Zʼ£.ʻ5§$1l,*¥i'4l-J:'1T;'F.
.tCf)TlSITl]E(l
EYHT`I'l'l'T[lDTl
`IS 4ULCULI
vv
www
VAULLIIJLLUA
LD Ll)
\·\J . DIV
1JLvuvvvL
JI IJ.16
vnqv UUUUU
Ir•»·.·-..- D1.I.1}J.LU_y
--...1...-J
L .u.vn1
ry
g
y
4;.4.......1
e
J
..1 7I
ORS l92.50l(10) conditionally exempts:
.
6087) (seeApp E—
D-karen- 907
(lr
500
505
590 687
P2d
779 (198605
LII
JYU,
JJ.},
.177,
uu!
11.u
L7!
129Pace Consultants
5).
v. IKUUCFL.)`,
ét
(seeApp C—6)7
7
"° 1.1
.
.
ʼ fi`? 1 iJ`.f
iii
j'vQ
__·
_;
`. 1':ʻ1'
__
=
.
ORS 659A.820 and 659A.825 relate to complaints filed with the
unlawfiil
r·-..4.-;....;-..
-+ʻ
Rmeerr
nf
Industries
alleging
kxommlsslull
U1 +1,,IUC
.DLl1Cd.U
U1 T.¤l·»m
.L1CLU\.}L and
cuiu
srruuuurruu
r..errrvbrr.-U
-.·----.-·......-
1rf;
11*.
11,
_1
·;...; ʻ1.
"
“ ""
”"
' ·
·
'
·`
·'
- ---1
--1-`.-.--...-...1.1...J.l-er
ORS
697.732
relates
to
investigations
and enforcement
py tne T\i»-A,
Director
.·\
.
. .r ,.r:~r~r-..-,..,--L
-....1 D..-J.-.--.·.
Q-e-ui-qa
¤·F`l¤u1¤
r·n1·rr—n1·n·irro·
of the Departmentof Consumerand BusmessServices or laws oorroerrrrrr
debt consolidating agencies The language used in this exemptiong
"records,reportsand. otherinformation"—— broaderthan the "information
relating to any complaint" language
usedin the civil rights and unfair labor
is
..
" 1}.
1
211,
\jj.11
fi11
€`l
1.
11
1.
1Y
1_
11
1*
;
ir" {rx
E_
11.
l·r~,,r,;,
r.
Qʻ
.2"ʼ1
43
Records,reportsand otherinformation received or compiled
by the Director of the Department of Consumer and Business
4
f}
~`sli
15
,1·
51
Y.
§
.
—.»
=1
PUBLIC RECORDS
PUBLIC RECORDS
..
1
ʻ-
all
V.?
E $2
,_ .:-Sk
§i`:ʻ%-1
-'i`
. —
_#. '1·r·>»ff
,_ Cf. Pace
Consultants,
.
,
,
- ` 297
--- Or .-590
- --(see
.....-App
T`- C-6).
r .-rm
e1ʼ fftcrzy
_
ef1>er·r1eprtreesosOr 118,77 r>2 137
,
5
ri 1
.- . .: e1r».
.
1 ~° · ·
L?
"·,;·e1t
r§>s1.
$"=:=fʻ~=·
·, .
. j·
ʼ *
¤3
..
·.
·
._
..,
" "
/1 rrnnx
1---
A. -.-
f`*
(\\
(wss) rse Appo-ar.
e 4*-*%*
,
·
44
E
having been disciplined but does not shield the governmentfrom public
1*
.¤<ʻ
pl. .
i*P
l-11 1
Iiii-?
`!
V
1 .
l1*
l =·. Q
I
r .*1
j...,21
1 ..lg;
{11
I- 1,
-ʻ
`.
1Q
E1
l.*"i
.- "·,·
f_,
1l=
-.
il
`1
~·
li-i-,,,`l
Il. fi1
._-,a
Q_
5
.,
1
¥l1=
2.
i"f`]1 1
1l-11
1
12r
1
11
2
it .sr
ʻ1'
1 1°Z
I(,1` fyi
1 r 1,
·".
Ep
.
illllil
111,
1
1:1; ʻ¤ .
Q1
£i?.
ʼ1 11'
E
l;-W
11.,
.F1
,1}-1.
*-§ʻ1-
111"-.
1 »1Zʼ
1
.`
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13
\.-11-1`Il
ʻI `r;
1
lll,,
ji.;-ʼ.N,i.,1,
1
45
confirming tho polico captainʼs intogrity and ability to onforco tho law
ovonhandodly, and that tho information sought boro matorially on his
tho
intogrity and on tho risk that its compromiso could affoct
efforts to obtain knowledge about its processes."m
I
li
1
PUBLI RECORD
C
S
PUBLIC RECORDS
{fl
Consistent with this policy, there aro situations when tho public
z
interest in disclosure outweighs tho public interest in confidentiality, .
despitethe imposition of a disciplinary sanction.For example,tho public
fi
interesttypically favors disclosuro if tho conduct potentially constitutesa
criminal offense or if tho records relate to alleged misuse and thoft of
public property by public omployoos.] Other factors to consider in {if;
weighing tho public interest in34disclosureagainsttho omployooʼsinterestin
confidentiality include tho omployooʼs position, tho basis for tho Y
disciplinary action, and tho extent to which tho information has already Y2
beenmadopublic.
administrationof his dutios.]
37
Neither ORS l92.50l(12)
nor the relevantcourt decisionsspecify how
thostatute applies when a person seeks rocords in a file in a pending
personnel disciplinary rnattor. We boliovo, however, that in those
circumstance a public body may postponeaction on tho requestuntil tho
personnel
matter is finally rosolvod, in ordor to dotorrninowlrethor thoso
s
rocordareoxernpt}
s That practice
38 would be Consistenwith
ORS 192.430,which requires a
custodianof public rocordstto fumish a roasonabl opporumity to inspect
or copy public rocords and irnpliodly providos
the custodiana roasonablo
o
We concluded that disclosure of a disciplinary action and related
time to rospond to a rocords roquost.]39Undor the circumstances discussed,
materials was required when tho employeewas a law enforcementofficer ii Y
o
.
.
it would bo ontiroly roasonablofor a public body to delay respondingto a
who provided instruction to persons seeking to bocorno certified as public
rocords request until it ·had tho facts—— resolution of the personnel
o'
safetyporsormoland tho incident for which tho employeewas disciplined
disciplinary 1nattor—
to
thodotorrnino whether tho rocords are
ʻ
was already woll publicized and was antithotical to tho minimum fitness
`ij
exempt.We believe
that the roasonablotime to respondto a requestfor
nocossary
standard tho officor was expectedto teach and to model. However, tho
.ʻ.
j
this
typo
of
record
begins
when the personnelmatter is finally resolvod.M°
public
interest did not require disclosuro of tho omployooʼs ontiro
s
=
j
Moreover,
a
contrary
reading
of ORS 192.501(12) effectively would
disciplinary history.l35If violation of tho criminal laws is not involvod and
if
oviscorato
tho
exemption
by
compolling
tho disclosureof rocords that later
,`
tho conductof tho public officials hasnot boonpublicizod, tho fact that tho
.i5;
could
bo
exempt
from
disclosure.
officials aro high-lovol administratorswill not, by itsolf, roquiro disclosuro
ʻ
of thofacts supportingthoir tonninations}36
A
We rocornmondthat a public body consult with its logal counsol for
YY.`;Qf·`El_in respondin to a requestfor rocordspotentiallyexemptunderthe
In a caso involving rocords portaining to an invostigation and
...
figporsomiegdiscipline exemption.
.Q"ʻ-:
—
disciplinary action againsta polico captainwho allogodly had ongago in
_ .Z;,
.
;
ri"
l _
(131 Information about Threatened or Endangered
soxual conduct through an oscort sorvico that might sorvo as da Bout fog {E; _ r'. jr;advice
¤ ;_`_:; Y7
2€*=ʼ=irg
"
2
"-1.
¤-T`;
prostitution, tho Court of Appoals hold that tho public intorost roquirod
u
Species
ʼ?=`
··f·3._ ʻ p
disclosuro.Tho court roasono that tho public has a logitimato intorost in-ʻ·
192.50 l (l 3) conditionally exempts:
°ʻ
—. ~
d
..¤IJ,·¤_ ·
;';j.;ʻ;_
Information developedpursuantto ORS 496.004,496.172 and
Aʻ..:* %:1121;- _ ʻ··=; --»=
~- ,498.026 or`ORS 496.192 and 564.100, regarding the habitat,
'” Id at 124it 5.
”ʻ?·2*k»;.r
*i¤{Y··%ʻér
C
`·._; ·
.!¤@
·e
·. :r - ·..;r `
=·
..`.jg·
·
13 Oregonian Publishing v. Portland School Dist., 144 Or App 180, 187,
ii?
P2d 4591 (1996), modyied 152 Or App 135, 952 P2d 66 (1998), ajfd on othgtj 7 7
grounds 329 Or 393, 987 P2d 480 (1999) (sooApp C-17); Public RecordsOrdér; at
Novombor 26, 1990,Noaly/Hogan (sooApp F-23); Public RocordsOrdor, January,
K-ʼ·c
27, 1992,Moody (sooApp F-26).
.
-
`1ʻ.ʻ_ʻ" Cityof Portlanal163OrApp 550(seeAppC-19)
--. ( -.r
.
.
._
` _f=:; ·SaB seePublicRecord Order,Novombor9,
. 2000,Simpso (agenc with
. _wana.-A¤.“,¤
we
nm
amarmm.amt
MA
rpmwlq
rn
mrrv
mit
its
own
statutorv
dutv)
ul wasnot nre employer
s
n om. .,...rr..
y orJ
anu rraurecords ro carry our rrs
—$
Ann .F-45).
¤
- .~
. (soe
pm Seedrscussron,page 9 above.
13 Public Rocords Ordor. Octobor ll. 1996. Fostor/Bonnott (soo App F-36): QQ.;:»w -:~¤·
~ke;
5B6 Public Rocords Ordor, April 29, 199:3, Haas,
· .-:·¤m·,·..~
self
si is—»r—
ʻ
;§¤;r;£ri!»·r»-._. . .ʻ r
04-;,..
a .;·;=;:;r·gq:1.§E.; r
34;;;
<5:25,:%;af··J°
¤>Rocords Ordor, July 3, 1995, Garrottson (soo App F-33).
(sAoov
sewo·ʻr?:¤
· ·
”L§§§{i nitric
£3%5Q ]
Public Records Order, April 3, 1995, Larson (see App F-32).
»
ao;
1. ʻ
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species[.]
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:
In creating this exemption, the legislature likely intendedto prevent
disclosure of information regarding threatene or endangere speciesto
d in a mannerdadverseto the survival
personswho might use the information
of the species.While the motive of the requesterand the circumstances
surrounding the request are irrelevant in determining whether the
information sought falls within the exemption,the rnotivo ofthe requester
may be relevant to whether the public interest requires disclosurem A
requesterʼsbenevolentintention and promise not to disclosethe records to
anyoneelse,however, do not necessarilymean that the public body must
disclose the record, because the body may have little basis to evaluate the
reouesterʼs
intentions»¤·»4•»
and A4`.
no A----V--meansto
the requesterʼspromise}42
1\4\1bl
\J\)L\J1
U 1.11b\JL1¤1vAAv
7* enforce
..
used in ongoing research and additional scientific publications were
anticipated,the exemptionprovided in ORS l92.50l(l4) no longer applied
becaus the results ofthe researchhad beenat leastpartially publishedand
e
_ _ copyrighted.
_
(151""ʻ"1"*“ʼ*
Computer fPrograms
for the
Use
of Public Bodies
\*·ʼl
·*ʼa¤· ·······
····
····
· ~· o— r
1
-2 315 ʼ ' .
1
.
ORS 192.50l(l5) conditionally exempts:
Computer programs developed or purchasedby or for any
. rt
.. - 1. - ,1-.
.
1
(14) Faculty Research
...-
ORS 192.50l("14)conditionally exempts:
--.--
An .. .....-.,1
1
'
in
.1 ʻ
+1-rin
1 ---L€--r-¤rl·r¤¤n+rnm
GQ-.---...4.,%.
*"r~n1·r11·xr1T¤1ʻ
4.-..
--.-4.....
System,
.-....,1
and
...·...
any
anu Irlzullpulatlull
ann.-..»{¤4·¤A
aSSOC1ateG
ul uata
Ann11n»1¤1-rfqfinn
rrurrr
qhri
uocurrlelltatlull
allu
sucrr
QHIITRP
source
..;r '"·
ii? material that explain how to operate the computer program.
ۤComputprogram" doesnot include:
er
{px The
rwioiml {lam
imelrrdino but
not limited to
numbers.
"
LIIG Ullgllldl
u¤.L¤., u.1\.»1uu1.u5
uut. nun. nriutvu
ru rrcrrrruvro,
_.
Q,r:,
.` ff ·ʻ
..
rtext, voice, graphicsand images;
·.fr ..A `
$.·p?ʻ·_
.
p (b) Analyses,compilations and othermanipulatedforlns ofthe
dataproducedby use of the program; or
E
?
—
" ʼ§=.i.
{`.f§_Z*`_=ig
"
,-2i;i
."E=.·. . ." .
ei.
_(c) The mathematical and statistical formulas which would be
i_lip
_' if the manipulat forms of the origina dat wer to be
·l?:" ¢."it.4;.:¥.?· · r gproduce
manually[.]
.
1_se
ed
l
a e
%
d
i¥k=s :tt=lZ?*ie·€
d
ifi.?·f3C·
ZZ; ``
-·.ʻ
_ { ·.·_'.'L;.. .
sk ¤li
23;*
Ls;
M3Letter of Advice dated March 29, 1988, to W.T. Lemnian, Executive Vice" ,
Chancellor (OP—62l7) (see App E-5); Public Records Order, July 7, 1989,.
McCleery (seeApp F-20).
2
M4 OP—
.-..
computer
"This exemption is designedprimarily to protect public
institutions from ʻpiracy"ʼ of researchideas and data collected?by facultyjf
members}43 It also authorizes faculty to withhold data to assure
T
accuracy and to avoid the potential detriment to the public interest of?ig;
,'1*%,
releasing misleading or inaccurate data prior to final public release. ·_.-wklilz
Even if preliminary results have been published, the exemption
14'1€iwillf i
. Arm F—5l).
.»—lʼ1ʼ*
gl6217
....,.
tO p1°OV1Cl€ SIOI3.g€, retrieval
-
.j;`,;".·.
Z=f ·$`li Ql`
z:*F"·:i%..
.g=_ ¢ ··ʻʻ
educational¢ʻ rf? g·
ʻ.·-̀ .
"“ ouarapubzzrhzca.,96 OrApp463(sp Appc-9).
142Public
(seeApp F-29).
ng RecordsOrder, June 22, 1993,Lear/I-Iyman
p
---....
1- .....A..;,1A ..4,..·....¤ .-..+.;.......1 an.} mmqimrlqtim-r n·F data f`r·nm numb
.
_
·.
:4...
permit the functioning of a computer system in asrnarmerdesigned
·.·.
.e
A
.L`--.
pLlbllC body for 1llS0W11 USC. AS USCG11 [ms SuDS€Ct10n, uurrrputei
1
program" means a series of instructions
or statement which
.?”.ʻ.:··.lzʻ·.-'.
4 _fbi;} T —1
;_i·2;.t r.·-
Writings prepared by or under the direction of faculty of
·ʻ.
. Hsu.. ....
-,.1..
..,.441
public educational institutions, in comiectron with research, untrr
publicly released,copyrightedor patented[.]
47
At en
least one circuit courtehas rejected
this interpretationand held that
5
theexemption"tonninatesandno longerappliesto writings prepare by or
underthe direction of faculty or public educationalinstitutions
d at the time
when such writings are publicly released, copyrighted or patented,
regardlessof ongoing or plannedfuture researchusing such wr·itings.”l46
The court ordered disclosure of videotapesrecording behavior of rhesus
monkeys that formed part of the basis of a published scientific research
paper.The court concludedthat even though the videotapeswere being
4.1--
r
ORS 496.004, 496.172, 498.026, 496.192 and
564.100 relate to the
definition, identification and managemen of threatene and endangere
animal and plant species. These
activities dgenerally fall dwithin the
t
jurisdiction ofthe StateFish and Wildlife Commission for animals, and the
StateDepartmentof Agriculture for plants.
RECORDS
- continueto apply to the underlying dataif further researc andpublication
h
will beundertak usingthesam data."'
d
.
.
ʻ?
location or population of any threatene species or endangere
" lu
.
PUBLIC
PUBLIC RECORDS
ʻ·?s·?=e
.6**
—ʻ
1`55`PLll)RecordsOrder, June 19, 1995, S eede seeA F-32 .
P
pp
l1CJn Defens of Animalsv. Orego HealthScience UniversityNo. 95C-
. ·. .146 . .
at 4; Public Records Order, September 25, 2003, Bridges (SG?.153
ʻSt. rse·r
;;,;;. Z\§·
-ʼ-·—;.·
·. 4; :
rig;
- .1-ru—· (Order
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le
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e
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and
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duu
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ni·"I\/inrinn
U1 1v121uuu
n
(`lfv
pty.
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pr., s AHUIISI
rxuguot
***2
- ··——·¤—»—e
2.27.
. , ra/U}.
,
48
F
liʼ
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liilel
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PUBLIC RECORDS
complaint itselfmg However, ORS 654.062(4)provides for confidentiality
ofthe identity of the employeemaking a complaint of employer safety or
healthviolations.
(18) Public Safety Plans
Specific operationalplans in connection with an anticipated
threat to individual or public safety for deployment and use of
personneland equipment,prepared or used by a public body, if
public disclosure of the plans would endangeran individualʼs life
or physical safety or jeopardize a law enforcement activity[.]
W
(16) Agricultural
2
l. -,
Producer Indebtedness Mediation Data
This exemption applies to operational plans ofpublrc
" E.l
?"
·l l
li —
il
$
ls .»
l2 }
l. l.
`
r`;l
visit:.
1
»
,;l'r
til
l
l·?ʻi~l,
=.
all !
·:r£ wl`
yll W
nl:.
?pʻy}
ill il
ljll
1._Ll!
. ~I
ll. ʻC 1
= ~ʻ,
_j
li ·ill.Y`
gl
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1""ll*~ʻ;
`;.lj
: jr rl.
2
iii i Kil
1
l ; ·`nl 1
lp __
él r;.
4,
.
ORS 192.501(l7) conditionally exempts:
nl. no-na.
P
Investigatory information relating to any complaint or charge
filed under ORS chapter 654, until a final administrativ
determinationis made or, if a citation is issued,untile an employer
receivesnotice of any citation[.]
arr
·;
l
~I
.·
.?it
`llilfu- —
il? 1,:
[l1·l
ʼ
€1'lfOI`CCll1€l1l
Pn-
fnnfinnl
S Ldutluul
nlnnc
prune
fn
nnrrv
Lu marry
milf
uu:.
bodies, such as a
“Q1'i1ʼ10”
Still;
(W1P:lʻ2il(111R
uporatrurro,
)
·
W
.
rz
7.1;
` (19) Telecommunications Utility Audits
je
Q._
.,.. .ʻ
wr.-r.. .·.. .
ip
·'.¤
*3;-.;.·>ʻ¤;
gy
.g
`
that would be discoverablein a contestedcaseproceeding
thatis not subjectto a protectiveorderof; and
.
» .i.
.
.,
·
.-~-. J
si
l M9Pace Consultants 297 Or 590 (seeApp
—..
··1;$§·,·ég.g§€;Q;·_i;;.:/. y
·
[Ze?
gw
p1€l1IS.150
ORS 192.50 (19) conditionally exempts:
...-I-..a1,.....
1 Audits or audit reports required of a telecommrmrcatrons
_
(a)
·.. -.. carrier. As used in this paragraph, "audit or audit repolt" means
airy extemal or internal auiditlor audit report perfaining to a
... .
E. .·.
..ʼ*— ` telecornrnunication carrier, as defined in ORS 133.721, or
pertainingto a corporationhaving an affiliated interest,as defined
.- . s
`·ʻ% 11S
. ,;.3.
t
ORSU759.390 with a telecommunication carrier that is
vii ;.i
l J. 1.* E
·jlijfiʻi~rinto; to make the operation
of the entity more efficient,
s
"Qiaccura
or
complia
with
applicab
rules procedures or
nded
s
ʻ:r.i",f°·
thatntmay include self-criticism
and
te
le
, that has been filed
.ʻ . ii
the telecommunication carrieror affiliate under compulsionof
.·. .ji€standards,
I }%_il; il`. ·
s "Audit or auditreport"doesnot meanan auditof a cost
£=i - _ Y gstat law.
I- i
':.;•·
EICUVIJEISS, C8.LlSCd by d1SC1OSl1l'C OfSCCl1I`lty
;\
5;;;
*** Public
Records
19. 1997. Long (see App F—
I LIUILU
1.\\A..\JA
u¤ Order.
x/1 uv;
j September
us
8
40).
etg¤l1LJ_y
C—
6).
27,
"J
ʼ-'7_T"7 2006, Laws (see App F-5 9).
. li°.Public , Records Order, January
F. ·.z;.r.a4··
;,1§g5i;;;f..ʻ
"'
TO
ru
and groups during high—
court cases,
profile order after natural
demonstrations or visits by dignitaries, or to maintailr
disastersThe exemptionpemrits considerationofthe endangerme of the
life
safety
of
anv
individual,
as
as
ieopardizing
of
. or
*~U~*
ʻ-ʼ* phvsical
,[·ʼ**J “""ʼ“
t"ʻ*Tʻi".l
"ʻ
"""J
ʻ*""
'i""*">
'“' well
" *"
"* the
'i·* nt
Jr
'r for rrrwru
Y law
'—·:. ·:€§@iaʻ-ʻ-':·Z-<l
M7Public RecordsOrder, December23, 1988, Eastlund (seeApp F—l6).
qrypnr~v°c·
— .2.;.
·r "ʼ`.*.r
`` " ·
ORS chapter654 govems safety and health in placesof employment}
This exemption covers investigatory information relating to complaintsl
and chargesof violations of laws governing workplace safety and healthg
A "c0mplaint" or "chargo" includes any report or notice to the Oregoni
i
OccupationalSafety and Health Division from any persondescribingori
alleging a possible violation of the Oregon SafeEmployment Actlig
xy,. ri;
with, for instance, ORS 192.501(8),the exemption does not cover
··li tal
.'l·,l
if lil.
5·i : .
if 1·l·`
Tl-l
CIIIUILJCUIGUL
protect individuals
(17) Unsafe Workplace Investigation Materials
L,llti
!`1
.I»,l'
[3W
4:;.* » · :`.
;i`i.;.»`
.
=*ʻl;ʻ
Jllli
·l=~t
sli,=
ii
r£
.:ll=:.
itrtl;
{'.l
1.-.... r m·r-Fn1·r~¤wrp1»rt
`TT. .
I
ORS 36.256 authorizesmediation services for agricultural producers
E _ʻ
in dangerof foreclosure on agricultural property and for their creditors. All
_
"memoranda,work productsand othermaterials containedin the casefiles
>
Yi
iii
.
`
of a mediator or mediation service" under this program are also r»i¤`5;}l .
1
Mmaapnlaa
ORS
26.262.
and
would
be
exornpt
from
disclosure
under
LJU1LL1uG11u¤.1,
vnu
.1u.1..ue.,
arr`,.
V. V.,.r..
V.,
... ...---r- ---... .
lORS l92.502(9) discussedbelow.
:..—i.i·i .
l · `M
* C
49
ORS 192.50l(18) conditionally exempts:
Data and information provided by participants to mediation
under ORS 36.256[.]
i i` Stir
rlj
i
?
I
·Q
3`
.i
ORS 192.50l(l6) conditionally exempts:
tl
Ei
PUBLIC RECORDS
The legislatureaddedthis provision to prevent personsfrom obtaining
nom public bodies computer programs that they otherwise would have to
purchaseor develop themselves We have concludedthat the exemption
includesinformation that
. would permit computeraccessm The exclusions
hom the definition of computer program specified in subsection (a)—(c)
are to ensurepublic accessto information that is stored
s on, producedor
used by a computer during a public bodyʼs normal use that would be
public records subject to disclosure if stored, produced or used in hard
` l
jʻr
ʻ
x
·.;,__,-.~
.
.
.
*
*r·
V :
—.·;.ʻ
·,.ir'
-
.̀,ʻ
.ʻ*
.:¢
.
.
.»
' ·.'ʻ>
ʼ *_
j.-*"".`"._
50
It-rr.
1...
·
"]ʻ
l
PUBLICRECORD
S
V
°
lilil
• .·
l ʻ.·.
1`
I.,
Y
· A
·
·
·· . ..-
....:1;..:,.,.
...;+1..
dz
l ʻ2i·
th
l _ʼ·
1....;.....66
ifthis
DLLSIIICSS aavanmce
uuvaumgu
rr euro information
rrrr..rrrr......-.
l' . .;
1_
rs
-.. a
.. trade
-- -... . secret.
ORS l92.50l(20) conditionally exempts:
ll Ji"
ʻ 1
K —,,..
1.
(al *Personal
and *···rʻ·······
corporate financial
\ʻ*/
**""****
ʻ··*ʻ··
information, including tax returns;
A .,¢J..ʻl,.-
(XD Q
Nil
1...
;.
Z vʻ_
,32
1Qi
.r~
_
?
ORS 247.965 requires the county clerk to keep the electorʼs residence
address exempt from disclosure if requested by an elector who
demonstrate to the satisfaction of the county clerk that the electorʼs
personal
safety or that of any family member residing with the elector is in
s
V .
..
,.
. ri.,_.
.u
; ,.=
1,
**
p
danger if the address remains available for public inspection. Seefi
discussion above of ORS 192.445, requiring a public body to keep an
individualʼs home addresspersonaltelephonenumber,or electronic
addressexemptfrom
, disclosure on similar grounds.ORS 247.967
Xi
. *i"`
Til
?
,':Z__.h`1
1él
disclosu oftheexempaddre in certai circumstanc
¤..-..,........
G4-¤+¤
in
1»¤r11·1i1·l¤ri
fh
Qlihhi
OBEHIHE
hn
2ʻIʼ\l
T
NTHLC
S
IU
UUIIGU n
LU Guvpn
uvu
uva...r....¤
re l'*1*1-t ONP
es. iuT'111SS
LHC NP(!\"A1ʻ
•)UU1GI.¤.1_y
ur.
utuevss Iio
r.»..1..rrrr....
..., .....
il;
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E
.
l
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1
tr :,
lil"
1
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up
1· ..=},
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1,
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12
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pr
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I1;
PULDUMQ1
247.969.SeeOAR 165-005-013
0.
,
v
I.
DPTE
public interest
cooperatives as exempt from disclosure unless theY
disclosurein the particular instance.
I5] See ORS 759.060 which permits the PUC,
·{.».{·`¤.»wr¤Hnn
.·
.r:-.1llIO1'[Ij121t10I1
---1--;.+..A
¤11hrr\1fI'Rl1
suulnrueu
1...,
HV
uy
1¤~r1
IOCZI
rocar
¤v.—l»r¤r»mr¤
CXCIIEIIIHC
......rr..rrb..
fn
halRnm11ʼ\11'lll111Ci1lZ10I1S
LGlDuU111rrrulrluu»rv.w
......----.
·r¤
em-mifkz
J..,........,..-.·.+C.-.“
·
incorporation,
»....·•.».¤.-.~1».i.».
partnership
&gIʻeC1l'l€l'llS
3.lʼ1Cl
{ J
`=*ʻi
_3
-'.-.
;__r____L
____________]____,___
___,
4,.
L,.
IO
DC
(L) Housing assistancepaymentrequests[.]
--.----..:-..
exemption
-.-..1:-..
applies .to -...4.-:..
certam -,.-..-.1records -..1....:4-MA
submitted
+.4 1.-.,...1
1»r.·..r¤ir»rr·.
to local housing
prauthofitie and urban renewal agencies by individuals or businesse
s
s
Vhapplyin
for or receiving certain funding to develop, rehabilitate,
or
§`ijYotheiy
finance
affordable,
govemmenthousing
or urban
g
Zilrtehevv
nroieots.
lt was
nrrmosed
to
encourage
Da1ʻtiClʻ¤aʼtlO
bV
y.ise VVLD PL
subsidized
UJ UULD.
LL
V HD P1
\J1.l\JD\r\l
LU
VLLUU
bu (AEV
you
Lavayunnvah
uJ
_;
-·`*;:ʻ
·J,_,y no 2»;,;::
ʻ=.
..·
·.. .;-7-cr
.-..>·r11 {%l§l11S
rr;
¢
; 12-·.:·
ʻ.°Y··—.
if r
ʼ. ..-: 3*-5=.e·.
;·
,·; pg.; ».,.,;;=...
ʻ¢§<;-
LL
al
H in- publicly
contractoV financi institutio and other
slow
incom
housin
an
urba
renew
transacti
rs,
al
ns
s
- This
is somewhatsimilar to the exemptionin ORS l92.502(23) for
e
g
d n
al
ons.
obtained by the Oregon Housing and Community Services
`
•~r1l¤
TN
= .,—·*;
:°—}
¤-;,
r }P:}`·ʻ
Z` =?
._,p.r_,
i·iRi.;..
p._: r. QQZ;._11',
, 9;;:
1-...
and
t
(g) Project
pro forma statements;
\/'
o"1··..;..
;
_
statement
s
-....1.
.1..;...
/1\
'
.
..4.--..:.7.CT--4.2-.---.1
(h) TxProject
cost
certifications and
cost
data;
·; 1
I· I
(i) Audits;
`ifli}
.... ,...4-,1
_,u_
(j) Project tenant correspondence requested
- plp
_Mconfidential;
Q_,j
(k) Tenantfiles relatingto certification; and
Q— i
.
. ».-sei';we
t=2
1
1
\{
?1
. .·.1
1l
e
mmonal safetv”
of
or
a family member is in danger.
annum.
va. the
»...r.» elector
v...·-......
..-
,j
lip·Ti
ʻ.' I·.;`
l%lʻ
l1 ~._
,l~ 1ʻ1
.;_ʻ
il*..`"
%li.;
pt', ~ʻJl;.
.E·xi
.`
¤ʻl,ʻ
ltr
@.
. .,
2
or
operatingagreements
L
;
_
(f) Commitmenletters;
e
when
.·-··-
..1-ʻ
(e) Articles
The residence address of an elector rr authorized unuer uno
247.965 and subject to ORS 247.967[.]
.. _1_!
1*1
l _at
Agency
(b) Credit reports;
(C Project appraisals;
)(d)Market studies and analyses;
.. a
. ....1....-
Renewal
The following records, commtmications and information
submittedto a housing authority as defined in ORS 456.005,or to
an urban renewal agency as defined irl ORS 457.010, by
applicantsfor and recipientsof loans, grantsandtax credits:
+1-...
~
.-.1.,....;..,.,1
and Urban
ORS 192.50l(21) conditionally exempts:
(20) Residence Address of Elector
1
51
Records
This provision was proposedby telecommunicationsutrlrtres with me .g
concurrence of the Public Utility Commission (PUC) to protect the .
affiliatesʼ financial statement andauditsthat becomepublic records when _,,.
s
the telecommunication
carrier provides them to the PUC.]5]Releaseof ,
A- ]n]j()[]'
:..e..-.w..:....
mm.
arm
hmvida ¤2 vvkiuyr-¤~»~v»~
Competitorva
of -~an -affiliate
[[16
[]B[lOIl
Illkly
Zl15U
PIUV-l¤¤
·-»-— — A with an unfair
2--ʻ
s
l.~.·
—
:[:i
PUBLI RECORD
C
S. (21) Housing Authority
(b) Financial statementsAs usedin this paragraph,"financial
. a financial statement of a nonregulated
statement" means
corporation having an affiliated interest, as defined in ORS
759.390,with a telecommunication carrier, as defined in ORS I
133.72l[.]
s
. {1.
il.
.
;
*.rl'.
.1.1-
g
ʼ`ʻʼ .
3
lllllllltili
····-·
Unli ORl92.502howe thi exem is
reduiring consideration ofthe public mterest ln disclosure.
ke S (23), ver, s ption
--
"
---
·-
_)
I`6qu1IeS·a. eee .....
.
V
.
ʼ·°·*
aaa.; .....
V5
·.·
V`.
e·—--.
e. .· . ʻ.ʻV
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»
.
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__,.,1..A...·.·¤
--Z
-1
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52
I
PUBLIC RECORDS
PUBLIC RECORDS
JL
aV
sj};·1
i¥?
= Zʻ
.. °l
¤*
(22) Interference with Property or Services
mm
ro?
ʼi01(22) conditionally
exempts:
\].[\D
1 7L•JV1\hLr]
vun.¤.».a•..v....-..J
-...----I
xii
il ·. .
1*
I;(
;.l
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i
nQ
N}
1
Records or information
that, if disclosed, would allow
person to:
•1
1·
.-
-..
-...1.--..
.·A•·.
Ay-};
a
V
(b)
Identify
those
areas of structural or operational
\“'}
*""ʻ***·.r
owe vulnerability that would permit unlawful disruption to, or
interference with, services; or
(c) Disrupt, interfere with or gain unauthorized access to
....,-.,~.¤.·»ir-rn
fl1DdS
OI` to
lI'lIOI`l1'l2lllOl"l
p1`OC€SSll]g,
nnwwn111*ri02fi(\T\
OT
CUlllllluulx.¢u.rurl
ur
I
ei?_l .·
..1
V.·.
. , . s.
y
(24) OHSU and OUS Donation Records
I
telecommunication systems, including the information contained
in the systems,that areused or operatedby a public body[.]
53
This provision is also intended,in part, to protect the delivery of the
stateʼs public services by exempting from disclosure information that
would reveal the security measurestaken or recorrnnende to be taken to
protectpublic employees,buildings and infomration
processingsystems.It
d
exempts not only actual or recommended security measures but also
weaknesse or potential weaknesse in those measures. The exemption
salso applies to records sconceming individuals, property and systems
beyondthose connecte to a public body. Finally, the measurespecifically
exemptsfrom ddisclosure information that would reveal security measures
ofthe OregonStateLottery.
°.-l 1
S
y.
(a) Gain unauthorized accessto buildings or other property;
public
~
ORS l92.501(24) conditionally exempts:
V;
V
Personal information
held by or under the direction of
ii i _.·Q_
.,.-.-11..
,...
+1..,.
V , officials or the Oregon Health and Science University or the
In part, this provision is intendedto protect the delivery or the statees . { ifuI.iI
sV
Oregon University System about a person who has or who is
public services.It exemptsfrom disclosureinformation that would allow.a IQ~ ,interested in donating money or property to the university, the
ʻ
*
.1
=
"`i1:
V11
cir .` ir,
¤;"
+
2
5;
g.Iii
1
r·
ffl
pg
;dl
pt
p
li
lll.i`Q
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i _.
{1
.;.
?
Q.p§j,
. tt
3
; _1;;i
. lgl1..·
t=gy!
. ;·l·`1`Z
llll11r~.:
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_ pl,. will
;arptW
Q
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i'ii
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Jt1 fi
.
r'- 5.
. 2?
ʻ
·
· ·ʻ
i
V
.-.4.
-.l.ʻ..1--
..4...4..
person to gain unauthorized access to buildings, public funds
- .ʻI
. ,II systemor a stateinstitution of higher education,if the information
I.
information processingsystems,or to identify areas of vuhrerability that
.V is relatedtothe family ofthe person,personalassetsofthe person
would permit unlawful disruption to or interferencewith public servicesI
_
ʻ
or is incidental irrfonnation not related to the donation[.]
{or.
-,
a public bodyʼs information pr·ocessinsystem A public body
also
; j This exemption was amended by Oregon Laws 2005, chapter 203,
use the exemption to protect
of property and services ·
g the security
s.
ajsectionl and 2 to apply to OHSU records as well asthose of OUS and its
generally; its application is not limited to records pertaining to property;
' ʻi·......1.1L..4·I,..,..·.
'TʻL.». ,...»..-....·.+§»..».
....,.1-».,.+,.
-L`..,......
.11....I.-..-.....,.
.-.·...4»Z,...1,...
J...·L`»....·....·.4·I,..-.
—-—owned,
——-- used
~-- or
M provided
Mmsaalr 1..,
prpdorrc
mrrsripbodv.
s
institutions.
l he exernptro protectsfrom disclosurparticularrhrolmatro
and· services
oy a
ood,.
gggg
·4
AA
in
or are
,
n natureabout individuals
e who either have made
n
(23) Security Measures
.
in makinga donationof moneyor propertyto OHSU,OUS or a
§that_iis.»personal
ORS 192.501
conditionally exemptsfrom disclosure: _
stat institutio of higheeducatio To qualifyfor exemptio
(23)
must be held bv or underthe direction of OHSU or OUS
Recordor infonnatiothatwouldreveaorotherwisidentify/ggifthoiinfonnation
l,??"4§Zʻ=,j·§T;” ""T"""'"'
e n
r
n.
n,
=,` é
···· ~1
security
..zRy*
=013Ss measures
n or weaknesse orl potential
e weaknesse
{fi
52 :
g-.
i(
,
s to protect:1ʻr- .2 ..
security measures,
takensor recommended to be taken
%;*9 ··
:
OUS Donation Records
.- , (25)
¢#
·v %¤;£ *55 .;?£&§m
;.· L. 1 nn
ii}ʻS
·
r A 1 rn I-x
1 -. •
11
.
;,
Ax ILM
Ap11.J.u1
amravar
>
v 1uu¤u,
ʻʻ-ʻ
l92.50l(25) conditionally exempts:
¢.
$§mm,- ʻ`ʼ
·-ORS
zeel
` ·ʻ``ilr- · -home address, professional address and telephone number
,
éé"_ /7Ehe
agree ,;§1·¤`§ʼ
- =ʻ
-_:
.
.
.
CO1'I11'1'1U.
_L4:_;
Jig ?§j§y1;;pOfʻza_perSon
who has or who 1. 1nte1ʻcst
1n
donating
money or
Information
processing,
r 1.-2........ rw. ¤A1·11-¤1112n=aa
Vi , -ʻ
*-ʼ
'
4.-1
.........;,...+;.-1.. ¤u¤+¤1-me innliirlino
The 11iC8.tiOI1
11Tl'01'1'I1BT,
·+;1·A
im 4.1... rx.....`-.- rr...:-.......:i.-S ed
¤--..i.-..r
1
telec0mm1m1C3I1011
SySL¤1115, 111¤·1¤¤*
***° ****° **** ““"“
"'"' ·_é
_gr;
to the Uregcm
Umverslry
;5ysteml__|
4-;
£,sL&&§5¥iE¤I§z§mH§3Z¥
1OIl
¢.=...•-.,
'
"* .zprovrsro
-·
.
.
.
. . .
¤E»
mthe
SYtems·, or
L ¢§e;%>;&·
ucl
protects specific
information
about l11dlV1dLl
who
W}
rrralror otherproperty;
(b)Buildings
`'
4
(dlS Those operaʼt10H of '¤h€ OWSOU State 0 ghave
"Y “l"I . I'
rr_1r;--ii -a.,i,, MZ:,.m1..¤ under
¤¤m1rih1
NF
SW ouuluui.
§11h1
'[O
SUJGV BHG SVk11LldL1u1 uuuvn
S cuv
SCG
UIILV
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ev Vee"
OUUULLLJ
un xxrhin}1
vv A
461 .l80(6)[.]
"""\ʻ/1.
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.
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r(·3C'[
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. { iz`.
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§
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·
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i,
a
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: _·-
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gl; F§ . »
1
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;;-;-€=**""`
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n made or are interested in making a donation
EliSof money or
to OUS.
"'
v
`4».»·
xiiiiiéQQQQIi§§Y{9i§6i?
é QQHZQ5i€§£2£».ZLQQA
I
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····**"**ʻ"—'Q
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PUBLIC RECORDS
i'i?,`
it"ng
io
t{
. trli
{_
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L
Qui
54
PUBLIC RECORDS
not be held by or under the direction of OUS officials to qualify for
exemntio
(26) Commodity
n.
ʻ
\/!\\JL1..|.rl\»A\J•.••
Commission Filers
{
i, `{
.;12
il;
pir
¢n
3·a
·
S
Z
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li
gi
;
n
ʻ {g
r
iii
Li
li
ZʻilC
i »l
lil
.*fl;
Ll pl
Fl_?
Iii
Yiif
r?:?
aj
w
ig *4
h
.-¤z
V
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;ifi
g=
n
n
? e
,*
of .,`
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7,i
55
This exemption applies to Social Security numbers of parties to
judicial proceedingsfor marital annulment,dissolution or separationunder
Ahh
1lʻ\"'1
f\OL'
_..
1f\"l
AOC
ORS 107.085 or 1U'/.
(29) 4255.
Student Electronic Mail Addresses
.
ORS l92.50l(26) conditionally exempts:
·~·i
g
;`·_Fi
sV`{
~
N ` ifii
2
ORS l92.50l(29) conditionally exempts:
7
Records of the name and addressor a person wno nies a
¤·H·.¤nH¤
q cfqfp
Ti,-1,.,,+..,m;-.....:
.,,
mv
Wim
IHS
ClGCI1`0I11G·II1k111
ztuurcss
ui 7,
zi .stuucut
wiiu
uttcsiius
zi State
report with or pays an assessmento a commodity commission
1
1,1-.....
741.,1.;
.
institution UL
of L11bA;vA
higher vuwvwunvnn
education Lnuuvu
listed Au
in ORS 352.002 or Oregon
1LL¤\·L\·\A~L\JL1
established under ORSt 576.05l to 576.455, the Oregon Beef
7
..1+
I-Iealth
and
Science
University[.]
·E`;;; 1. 7..
i
Council created under ORS 577.210 or the Oregon Vlrheat
*
`
This exemption applies to electronic mail addresse of students
Commission created under ORS 578.030[.]
..
. .1;.-rr-:----...:4..,
-Lʻ r\..-,.-..
{\..,.....`..
047,7.+., Tlmhrnv-¤i+u
Dn1+ln1¤H
Q+c¤1·¤
-4*
`ʼʻ
"?
s
`
"
ʻ
·ʻ
7 7--..--1
.`AA.·,..7....,,,,
,
. attending University or Oregon, Oregon State unrversny,
romana State
This provision exemptsfrom disclosure the names and addresse or 7·AUniversity, Oregon Institute of Technology, Western Oregon University,
s
.., i.` smwliern Oregon University. Eastem Oregon University. or Oregon l—
personsfiling reports with or paying assessmentto certain agricultural
7_L]`]L,l,LLL\.41.,lL
\/LV&\.IA1
\/LAL
VVAUAMJ,
Llmuuvxxn
xrxvcvu
x.»n.»A 1 vA~··J
7 v·
other commodity commissions. The
s laws conceming reporting tofei
· Y
Iealth
sand Science University.
commodity commissions include ORS 576.335 and 576.345.The lawsiY;`
Q
(30) OHSU Medical Researcher Records
§fT if
concemingpayment of assessmentinclude ORS 576.325.The legislaturej_i
-..1...»,..,..
.7.m;
mmqnwg
mmmoditv
commission
laws
in
Oregon-§iif
s
. ,i
7. ``i· ORS 192.501(30) conditionally exempts:
suosranuany revised Oregon
s coim.rc.n., -c.-.ir ..... -4..u.. 2003, chapter
¤M1 604.
2{7f 7,
Laws
rm
. 1. ...- -;.1..--.---;-.--:----1
-.1.1..-..,.
-..1,
l`gV
The name,
homeaddressprofessional
addres
or
location or a
ʻ
·
··
1
- .1.1..--,.
,._,{.ʻ
A
“°,,¤,“,`
vni·\t\
'EiRR
ۤ2Z
é?i=il 1;
2
` A,-`4·;»`.».
.
(27) Financial Transfer Records
(
ORS l92.50l(27) conditionally exempts:
A “11l·Jin
-
lxnrlv
Information provided to, obtained by or used oy a puonc oouy
—
4-vc
I
, in, or that providessgoods or services for,
person that is engaged
~ gmedical research at Oregon Health and Science University that is
7 i - conductedusing animals other than rodents.This subsectiondoes
7 I not apply to OregonHealth and ScienceUniversity pressreleases,
7iwebsites or otherpublicationscirculated to the generalpublic[.]
to authorize,originate, receive or authenticat a transfer of funds,vi t ._
V
e card number, payment cardgq:1 ;
including but not limited to a credit
enwiYé ii =Eiʻ:r:. gI Ai_*:_*_l exemption protects specific identifying information about
expirationdate, password financial institution accountnumber
;
3%5· mQliindiyidual
who engagein medical researchusing animals at OHSU, or
`·Th€
andfinancial institution
routing number[.]
ii}?
E. agi.E }*€<?:
,
=-·
arent.?, ʻ
%·
1.*E ʼ:Z,__
s
goods or service for that researc lt was amende by
This exemptionis intendedto protect againstunauthorized
·
$Z= Qʻ1"?
Laws
2005. chapter
to excentOHSU D1'€
ʻ "
ʻ
ʻ
·
f` ' -D-. .... -4.1-..
4.1..-.+ .-. ¢.11`l·•lin
lnnritr
HAQQAQRRR
in
¥i§§fho,`i_·pr
s 455., section 1.h.
d releases,
and fraudulent use of, information
that a puonc eddy possesses
in ro.,,....-,,_
,
,,...,é_,
_____ ww, _____
7
·
` -ʻ f 72,5F*
' . 7
“"ʻ
'°"' _"""“"“
*> W ʻ······r·
---—··
--·—7
7-7-,
Oregon
SS
ovide
——
tofun transfeA publibodma transffundtoorreceiv ·
is
__
,_an othergeneracirculat publicatio Th {exempti
sfdfuud
Ho msmb
rs.
c bfytb pub
y erssWe
sssbtb publi
e suuues,
execute such transfers, the public body may have records contarnrngéé irsg§§,§e
s m that
srs
s abb
¥naS.;extended
informatio
coul allow
perso toll acceser
fundc ʻg.7with,OHSU
200ennp
4,nedurati
dUnd
r Oreg
lly Law
ed
ns. 45 secti
e on
through Januaryl, 2010.
7
er- pcrsom
on stestify5, ' tert . 5,
.d on “
.on
,,
privat
or
publi
accoun
This
provisio
protect
that
information
,,
b
h
_
_
mg
as
0
cms
Of
bmssms
and
ndisclosur
d
n
s
s
_
I e ml
avror by annnal rights activist who had no definite
e
c
t.——-— ·—»¤--.1 1n una nvm s
e
_ '
s
-`IPE¥~€;' -n?
`i
_
·
.
"ʻ“ M puun
·¤ · ..-7--€ 7- 1»¤Z&:Y!·
..·-*-ʻ.T"'
f0rOHSU
Region
Primat
ResearcCentertheOrego
l'·`“' 3's Orego
'"°"ʻ
"'°"""`.ʻY
``ʻ`""
"T"""
i U
SOCTEII 5€Cl.1l`1TZy N \1I`IlD€I'S “ʻ
lll Iku°“ʻuuurzu
> of
Appealsheld that the publicmterestdid not requireCl1SClOSU
¤1¤'t
¢0F
n
al
e its conclusion
h
, the1'€.l52
n
ORS l92.501(28) conditionally exempts:
U
ij, %§Ke1evant e.
to the courtʼs
holding
was
that
requesterʼs
ʻ m G· 1G mM B I D F I C R.}
m
;
Q4-snicl
5OC`I?l.I
I.)\J\.r16I71
Qnrnrifv
BCLZUIILV
L)\.»L4\.AA;
I.]
h111ʼY\lʻiRT'§
ULUILUULD
29
¤·¤
T)T()Vld€d
I~U—V"“*“·"*ʻ
witthnonporganiseediscl ofna of
h e roit zationkingosur me
e
s
5
.
ll]
.7. 1 . 4 ee
· ʼ : "ZQL
~
.77 {7+; rcreiéi
n
.·.f·7ʼ·c= ·-
·.
re ʼ; .—e..;i'2&·· ;:·r.;¤;,>;·.-·
- *5-tv
.=1j;§¥%?¤:€ES?
:e¤eees7%=·e>-:3;%
. * , t*§&=%ʻ$;i·é
<ng§¤'e?·v
·
1
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:
77
5
7
U]
IZIILLIILLLL),
100
Or
Arm nt
M/'L1}.
'I 7 (see:
\b\.»b Arm C-21).
177
\J1
l”\|J|.)
GL 178-70
1 IU“ʻ
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i *.
lr-7
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PUBLI RECORD
C
S
in 1 \ --.-,114;
.`.·t¤l`l¤
`
disclosure;
(b) Applies only to records that may be made immediately
available to the public upon request in person, by
telephone or using the Intemet;
(c) Applies until the public safety officer or attorney requests
termination of the exemption;
¤v¤1·nn+¤·
If requestedby a public safety officer as defined in ORS
¤;
·.
if `,f
7`
;
E
Q
`
u¥
tre; 9,
§
ni;
ʼ7
5
wi
¤ lrtl:'·)
181.610, by a district attomey or deputy district attorney OI by all
assistantattorney generaldesignate by the Attorney General,the
home addressand home dtelephone number of the public safety
. 4Er
officer or attomey containedin the voter registration records for
the public safetyofficer or attorney[.]
s
This provision exemptsfrom disclosurethe home addresseandhome;
s attorneys,deputy,}
telephonenumbers of public safety officers and district
district attorneys and assistant attorneys general designate by thed records. ORS5
L AAttorney General as contained in voter registration
l8l.6lO(l6) defines"pub1icsafety officer" to include corrections oliicersg
7
youth correction officers, emergency medical dispatchers, parole and
probation officers, police officers, certified reserve officers,
telecommunicator and fire service professionals. l1' contrastwith ORS
sl92.445(3), a public safetyofficer or attomeyʼs request
1 for 1'101'1..-..,1
updating
safety
or attomeyisi
dlSClOSllI'Q`r
lleed me
not he
ue renewed
l¤u»vv- upon
·~·l-~·~· e the
---7 public
l-—
· officer
_
·1~··
—· — ~·e7
voterregistrationrecord.
Y?
ih
(32)PublicSafet OfficerandAttorneyName
efe-....i.. D-..1
1>.Assessment
or
in
ITrUPU1ly
lʻLB¤U¤¤|nvAn•
y Kem m1n1·e1r
s ud
all:ll`
gl
all?11
Tqil;
` 7l
_ `t
V
tgt12
`.
it.
iii %
Z
. .W
?
u
Jan it`
{lt
."l =
lit__
7`.
—
57
of`ficer or attomey in a request for exemption fiom
purposein seekingdisclosure—ensuringʻ the proper
treatment
of
animalsat
'
·ʻ
7 77 --17* .-....e·L.“·.l.·...
ineireeii — wais not dependen on knowing the names of pamcular
t
employees
ny
.
(31)'Public Safety Officer and Attorney Voter Registration
Records
tn I-n1
r
w
It
l
PUBLIC RECORDS
ORS l92.50l(3 1) conditionally exernpts.
ii77
|·71
I .4*
lll
lv;
56
Records
ll
S
(d) Does not apply to disclosur of record among public
bodies as defined in
e ORS 174.109
s for governmental
purposesand
:-1-:1:4...
1:-..
- ---..-4..
:4* 4.1-- .,....--,.
-r
.1
,
;.7.ʼ`.3
—
`
(e) May not result m liability
for a county
ir tne name or a
public
safety
officer
or
attomev is disclosed after a request
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for exemption from disclosure is made under this
subsection[.]
.
This provision exempts from disclosure the name of public safety
rigeneral designate by the Attorney General,as containedin real property
( ·assessmen
d and tax rolls. ORS l8l.6l0(l6) defines"public safety officer"
.tots rincludei
corrections officers, youth correction officers, emergency
1*
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officers, district attorneys, deputy district attorneys and assistant attorneys
'·
'gmedic dispatchersparole andprobation officers, police officers, certified
al
,
officers,
telecornrnunicator and fire service professionals. HB
2.
amende
s ORS
._ ,., slllolloos
VR., l92.502(34)
.,...,,.,,.\_,., and
.......moved
....,,,.. the
...,, provision
p., .._,.,-. to
-., ORS
_,-,,
d
;50l, _., subjecting
the provisionto the public interesttest. The amende
` -:.
.
.
.
d
now applie to count realpropert andlien record
but
Taxati0n§. »i§¤?e§§€.; only thoserecordsthat may be madermrnediatelyavailableto the
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ORS l92.50l(32) conditionally exempts:
If requestedby a public safety officer as defined in
181.610, by a district attorney or deputy district attorney or by·;ʼan'
£{
. l;_;.
assistantattorneygeneraldesignate by the Attomey General,
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require c-..
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enteredinto under
77,;= ent
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y
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appli
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will selr—regulate to meet and exceed applrcaole regulatory
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PUBLIC RECORDS
Rncoaps
__ =
7§ ·
d. The`Exemptions of ORS 192.502
(
ORS 192.502provides:
The following public records are exempt
under ORS 192.410to l92.505[.]
from disclosure
a superior or associate. The test of whether there are grounds for asserting
the exemption is whether disclosure would inhibit the employee so as to
jnterfere with the free flow of information and ideasthat the agencyneeds
if ʻ`. 7; ` for its efficient operation, as distinguished from mere embarrassment of
T
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ʻ.T the employeeor agency.
W. "111·1l¤¤¤ H10 hiilwlin
Ij
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41--.-....1J4·2,
Note that ORS 192.502doesnot contain the condition, Vunles ure pdolle { `ʻ·ʻ
_·ʻ.ʻ l
interestrequires disclosurein the particular instance,"which
appliesto all V
s
·Vʻ
exemptionsin ORS 192.501 However, the exemptionsin paragraphs(1)-7 Q7·
[rx -1: nnc
1 (Y) RN') pnmtqin
lancriisioéé
Ol? COl'ldlllO1'l
1'l'12ll(ll'1H l]l'1CH1 Sl1blCClZ
(6) of URS 194.5114contalll
language ol oolldltrol. .-s .....g -.-V
.
a weighing of the public interestin disclosure.
—ʻ
T
lf the comrnunrcatro contains factual material together with the
then the agency is under a duty to segregate
_,sedvisor recommendation
n
if_ʼ
7.
v7- factual
s.material and make it availablefor inspection.ORS 192.505.
the
V
T The burden is on the agencyto justify application of this exemption.
T
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exemption does not apply unless the agency can show that in the
}
_
gparticular
instance the public interest in encouraging Hank
7
T`
(11
Internal
Advisory
Communications
[1)
1.11nu; anu; 4. nu 1 -1.1-.- J .
_p-7ʻ.Fcommunicationclearly outweighsthe public interestin disclosure.For the
ORS 192.502(1)exempts:
7{exemptio to apply, the agencyneednot show the extentto which, in the
f? 7JTT * 7,snparticular instance,frank communication helped to actually advancethe
Communications within a public body or between.. public
7'
-4.1--TY
*ʼ*“T*““ʻ“ʻ ʻʻʻ““ “""ʼ 15m` ` ʻ“"“ʼ“”
i isorʻ
i§j*T 9 7ʼ ;work7of
bodies of an advisory nature to the extent that they cover other _.j-,
the agency.
than purely factual materials and are preliminary to any final 7,
?i T-·*V`·ʻ
(a) Types of Records
agencydeterminationof policy or action.This exemptionshall not
T
7
take the view that preliminary
..T_:_
·»Q.\,lV1tJ\JLJ
LV`/\/#4-*41-*~**4——·—•v~v»~»~)
;.
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ng
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2. 1
""ʼ ' ʻ
J ·--ʻ|--1-77-.7-7
A4? 17.11`|»s`l1 lanziinu
officials
and
employeesor
puorrc
oddles r*lRQ1ʻlV
clearly
n
public interestin disclosure.
ULIL V ULBLLD
h1'It\NBlQ`l'lS
agencies
or
-—-v
-C-——J
»-
-7-7
-
77
J
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This is improper.The needfor furthercheckingof datais
This exemption, substantially narrowed by the - .. .1 -....,1,,-QTY
application, isT designed to encourag frankness
and candor;
~ 1
·$:t
unicétionWitpii O betwee
gevemmellt
ag ·-- scrL;; ..1:21iet
e
¢*§l§ʻ*3·2¤i1`nIn1<1x1
n
1. n
al
€ncjgg_
--.- .-.. ;-.. mc*" 71
1.1
without
reticence,
1Dhlb1lZ1QD,_=Q§
ʻ=—SlbYY
"' *
T" 1..aa..;e..
()l')lIllU1l§.
UL Feelines
LUDJ.LL1;;¤
vv ON
rsuvut.
rv.·.vv-..··,
-.
\l1.lLLLLv4.Au,
vat.
..*1
CXpI'CSS1OI1 OI "
————
e
§§.
'§*`
WnBsrERʼs Tnrrtp
concealment."
(2002)at 903.
erroneously
d fornondisclo Suca
d documd
vali grou
is apubli
Therefoarequesisentitletose thedocum an toobtai
sure.
ent dfO1` SXEl1'1'll.')lG..
cn
re,d rnnimstndter
d examhfinheh 21'mllCS.l54
ent
1.11·1ri
unless
annfhef
conditions
s
often
recommendations containing nothing that justifies
,will bewithhel untilaftertheyarerevieweor acte upon
univ
v
l;hCiT
V
7uq.·
lcqucsqulllgseetrlutrrcrbeeelletppllo bln,E1.o1......g
1·1
1turl,)
iytidn
lel.
..7,
"
_ .
__,
about
it bbfbfb
hs msmbbfs
any
dela
indisclosu
y 7 re. 7
1 '
_
1,
,
Tbbbwb their C0P1€ but this
S»
adoptioof thePubli RecordLaw,theOrego Suprem
__,
L, ,__,,_m+;.,,,,,1;gc1Ogu1;€fif
{ fheldftliat
data collectedby a stateagencyin the cours of carrying
s
n
e
Undethisexempti apublirecorrsexeln non.dlso.os....7-,2,..
__ p_ n
_c
1
¢§i§t} }.
e
meetsall of the following criteria: {,_,_,,. ,_.
.. l.*`_*.
r -7on,
c
d 1.7.7
pt7. rseeoeennhlic hodiesgi
_ 7_
mnt;- - ....
— _ij._.
° lt iS 3 CO1'I11'1'1l11'11C3.lZW1'[l'11Il 3.pl.lDl1C DO(.1y U1 Uctwccrl
yuorlo
1,....
1.1;, 1.7 7 n HECHCV
i;_ —T
. (seeApp F-46)
*.- 'RecordOrderFebruar1,2001,Zaitz
tv]
:4 ;- nr-101'l
-- -,1..:7.7..-.1 .·.7.41..·1.. 1»d»¤li1·mi1·1·; tm 211v final
1l
Pubhc
· rt is of an advisory natureprellnllnal
y to any .7.....ago,.
. r
11·v
`*
Reeewle
{17717
s77..7777..
07
1006
Denis/11/me
(seeAnn
F736).
.7.
1.
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rs
T
rxcuulub
U1
Ll177U.
.LJ¤vl¤1
vv lllto . (aw.
npp
l
s
, LLUL. yDUULUIIIUGL
..ʻ ʼ “$T£s€ ¢&¤e* -. 77 ;r*Ei·°? T ʻ 7uurlo
2·
.;-:¤.~ʻr»\sn¢¤ ¤t-es- -»
· 77
.. ....
4:-.-
-
....1-1:,.
ʼ
1 ir
other than
purely
factual materials; and
ll. eevers
L•U\'u1¤
Unuvn
ururr
yultv
'
$ 7
¢ 7.
1
-··—·v··
Citw
i.bfun
r rtao,rm
e
ateotrI
.,..
nnress
me nuhlic bodv
shows
that in the particular instance
I..lLI.1Gbb LLLU Puuluw
uvuj
t.1nnV11.. .--..., --- .--. L.
74111
the public interest in encouragingfrank communicationbetweenif
apply
1· ;
7;
.,,;:
.7=:~
E:ʻ
.q
——
l'*
11._.=.
59
• in the particular instance, the public interest in encouraging frank
..r .
fish and wildlife habitat or water quality." ORS 541.423(l). The land
communication clearly outweighsthe public interest in disclosure.
_
....,...,77..m.
and inventory of
marlagelrredt nlen
plan inehrdes
rdordoos a
.. comprehensive
eo.-p-, ....... . . description
,
5-ll3
prescription for the Q:·1T·`
The central thrust of this exemption is to protect the confidentiality of
1 ·
7.e+
the subject property, its features and uses, and a
,7 1- -.-J ...-L-1-J1-I4.-.1
·. ʻ·l
°
frank and unrnhlblted ..71..;-advice -..4
and ,.17.1-s1s.·111·t4»I1`··.1·1
observationsrsa -1·s11Ll11-t
public ¤1·vu·sln1r¤¤
employeen·iu¤¤
gives +A
to
protection of resources.
ZL
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ʻ
ʻ
--
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}
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.. —;e
.
ar
TZTʻ
=
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7
7 ..
rir ~*·ʻ-*T=&2t—·fsʻ.t7-5·>*
··=·;?e;>w!*~—
·
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2;
ʼ
77
-
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= .....7
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60
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ʻ,
.
.
..
7.
7 .
.
.
,
,
PUBLIC RECORDS
T
out a study were subject to inspection before the study was completed. The
T7
fact that a record is "preliminary" is not itself groundsfor nondisclosure}
r_.T T
.
.
.
ʻ
55working
We alsohaveconclude that preliminaryor incomplete
drafts } 7 -
PUBLIC RECORDS
when information did not result from frank communications, the public
intere testweighe in favorof disclosurThecourtals note thateve
had
material resulted
from frank communications,
st the nonfactual
d
e.
o d
n the
"presumption favoring disclosure outweighs any evidence to, the
- contrary."* 57 7
7
In the second case, the records in dispute were individual
are public_recordsdsubject to disclosure andthat they should bejudged by
the same standards as a completed "advisory communication." An
employee or official may prepare a half dozen drafts before submitting a
Q
V-_ 7
questionnaire responses to a survey sent by the Department of Irish and
final version, and often may submit preliminary "discussion drafts." We
V Wildlife to biologists, to solicit their ratings ofthe effectiveness of the
know from experiencethat disclosure of an incompleteor discussiondraft,
i - Forest Practices Act. The case dealt solely with balancing
·
u the ifpublic
V V
in any casein which thereis significant media or public curiosity aboutthe
j
irfterests, because it was tmdisputed that lZl'1€ 1`€SpO1”lS
WSIB
result, may have serious adverse effects upon the ability of the person to g
e Qj- 1 communication within a public body, at least in part
€S advisory, and
completethe work. If disclosurewould lead to interferencewith the work p
1,7ʻ_, contained
s
fi-.,
otherthan purely factual material.
of the agency, this is a factor to be weighed into the "public interest" .fʻ*¥
.7.
. 7-...
.
.
...
Tje
7e s c
After examining the responses at issue, the court ordered disclosure
equation.] The fact that the public (or news lnedia) is "interested" in the ·*ʻ—
Ti
_V
ʼ zʻ -?based011its assessmentofthe public interest, stating:
sense
of being curious about the matter or issue is of only minimal- :EQ
5°
T
e
re
n uctcrrrurrutrull
dererminenen or
et where
the
interest" ..lies under
fp thisf
ICICVHUUU
LU :1
wrroro
tl-.7 "public
r-...--..
--------.
Any "chilling effect" that disclosure may have on future
eleo7.n7~e
or any otherconditional exemption.
``_communications within the agency, becaus of potential
e is not sufficient, in
(b) Balancing Disclosure and Nondisclosure
-',._embarrassmento the agencyor its employees
.1 - -1-.:--.-;;¤
vii;
Iʻ
ʻ`
and
of
itself
to
overcome
the
prestunption
favoring disclosure.
t
,
·
Three OregonCourt of Appealsopinionsrelate to the intemal advisory.
ʻ. r. iSee,eg., Turner v. Reed, [22 Or App 177]. To hold otherwise
,p;-;—
communications exemption and demonstrat the weight given to
r. would effectively exempt from disclosure all interagency
presumption in favor of disclosure.
r,ʻ_;_
e The court first applied the public
communications that are advisory in nature and cover other than
interestbalancing test in a casein which a hospital subject to the Public;.
t»ʻi-.; ,1purely factual matters.
RecordsLaw brought a declaratoryjudgment action to determinewhether;
e.—e a certain record was exempt from disclosure.The record in disputewas
— court also held that summaries of intemal advisory communications,
__;_§,_._._,-j_-,-
D
1 Z.in
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4
portio of a consultanstud of operatinroomprocedur and
levels
basetʼs
in parton interview
n
y
gwith hospit staff
es Thehospit
advis communic
exempti
amo other .-r·
,onth intern
d
s
al
. . al. .
therepor
communicati
eThe
alcourtfoun
ory
ations
on,
s. _¤ʻ*ʻ
_ that
_ _ was_a
. ng wrthm
_
..Z
body of an advisory
nature
preliminary
to
a
final
agency
action,and
d
t
on
.
.
.
. g . —
rr?
containedboth factual and nonfactualinformation. ln applying the .
.
.
_
.
-.-·-intere balancmtest, the coun foun no evidenc thatthe nonfac
r - .Y..
-7 V — 4.
_
Ae '7”'n
....-ams-;h0·}
.. .r .,ʻ g ʻ
din ` - "
{&€,:.·¢·:,
\T-i:?`
.A- €ʻ<p2£ '
.
~ ==i
1ʼ
.1
1
_ ;._ll1'1a traffic stopwerenot exempfrom disclosur The
.. thatnon oft therequeste.recordcontaine
_
rrmi»r,
.. 1'lg
2 Onthe con1usio
*:<.»,··
ʻL1—.s.»x
""'
e
`
ed
s
d
Bay Am, Healjh Dimicl v_Gum", 73 Or App 294, 301, 698 P2d 977
C-7
-
»·
'
nm, 0]
4,-,T.;A,
_ Wildlife, 86 ()r App 168, 173, 739
»=k>0 *U0w1ty v. nnUre. Dept.
Fish and
_
_
0·S'
'"2'\"i"-“"!!$¥4`37ʻ%;
ʻ ·
7 V I \"_°` `Yr
V
V/'
*1* iʻ~?r;$52
.
.
. .
_
112 P3d
ʻ0fP0rtland
v.
Olʻ€2OIʼllCll
Publzshmg
C0., 200 Orʻ App
120,
%*
" ʻ.t'rʻ
*·'V:
7
ʼ V"
ʻ "`!·'j·ʼ
v 4..J],
r·
¤szm~Am,G¤n176l(l978)=f§
iil2§ʻ47ʻ(l987)e?(S€6A¤nC—81.
'
'““ Macbwan, Zio Ur at 2/ (see App p,-i), no up Atty UW . Ni vi z— =
Appʻ5°
E-2)
public
Remrds
Order.
June
25. 1981. Wendelbo (seeApp F—
·
ILIUIL
L\\A.,u1u¤
vn uvn,
.• cur
2).
1
-
e
ar.;y% fOcuSd on
H b I
·
· , .
.9
1l1an_
.r r
e on 16 a ancmgofthe public s interestsandprimarily
based
L,.-- ·/`·,m..rry,....-.....
'I
1
-.(T`I7'-1.
td .
e.,
theRC d th
.
·
. .
,·
s.
rs C I S €mS
cannoSausf the publ mteresm
de F·»ʻ.Gi·`t- recen
s tl ,
€1V€Sʼ
t
y
t _
1h
· w
th
y
.6
gow
cli
thai
Portlan
mhce
Burea
licords
of a policeofficerwhokilled
a
d· Y-LS`r,g e investigatianddisciplin
, g=,>is.;;...-01V ·
_
15
d
u
information
"franl<dcommunications
within
the
st
g resultedHom
, J ʻr».
.
.
.e
.
·
Because the only public mterest "in nondisclosure consideredWas
·
·
· ·
*1 -.
· T";
interest m candorwithin the hospital and candor would not be fl
ra
.4.
. . .
ʻ€a;=;·
“ rk
..·_}.= "p:ʻii%<sa=¤¤=$%?- ~·
e—5E
€:>..
-
téeAuuiciz
e sw.
- · ·
» ..
` ` ʻ
.1
.
A A itiiiii
ʻiʻi
-
ti.?
62
`
l. ju
;». ʻ.,Q
l
ni
i;
[Er
.`
ii ·..
if
l?·
F .
I
tl:`
ʻ
°¤·`
··x!
€
'zrl
,_.li'
W}
,
, ~,;
3,F;
1Lʻ
¤&Q
,,l
i
1*_.;
Bw
i
tlti? w
—:;,.
=; `:.
{gill
ls..rEl
ʻ!ʻ
·~i
if
*
ll ~·
1ti- ¤
!_'
_lʻ
fi
`· ii`
S-
lll
.rʻ
`
Sir. · ʻ
exemplifies how the contents of particular records and the situation
'`. surrounding a particular investigation may fail to demonstrat that the
outweighsthe
-— public interestin encouragin frank commtmicationsclearly
e
_ publi interesin disclosur
g
_ʻ c With
t regarde.
to anotheraspectof public employment,we concluded
__
_
_, ordersra Departmeof RevenuappealTheproposeorderin this
AA
- Athe
·- ublic
· ·· -bod· ma
.---. .--1.- -a tentativerecommendatio by the hearingsofficer on a
_.
evidence
so that
make
an -.-.-..,..-..;.,»
a ro nate Amueersreralmririé
aee.,..,,;Fii2Ei$if@=??
of Revenue
policy
.
. .
.
162
.
.
.
.
. e..
ng
d
ent
in
nt
en
. change.dAs such, it satisfied all
...
team
€ʻ»:S1lZl12l.lZ10]
,
-,»
disciplina action Howeverin relatio to disciplinar mvestigatronsg,
f11I1Cll1dCd
and
factual
situations
rm ortant
to noterythat ʼ in most instances,ʼrag
;t.ʻ~
r,. -··:=r,·»·
p,riw·,¢}e,
ry A»-other
.
,. ʼ it . is.1-1;n
- .
;.-r-..--i -1,.ta.....;...,+;.-M laqeprl mlélv
pl1bllC
body
ii i.64.ll$11l·»lin
C31'lI10't 11ʼ13.kC 3. pl1bl1C 11'llZ
Cl6I
UU-WU ¤¤1¤¤,y
€1'€Sll
€1`1T1l1'1BT10H
of the requested records.
Instead,
the public body
also·.ʻ=- .
.
.
truorre
the nature
.é:$Q·n· :§·;
;
.:
.»J_..A-- -,..-i-..r -4- +1.. ....,.-meta?team-Ae163 Oregonian Publzshmgg
5;%é!:g
COI1SldCIʼ U18 COHTCIII OI UIC p2l1`L1ULuu1 icuuiue.
ur e5w........ 1. ww.
Q·
¤g=;rg;§§;.·;;.;;assessment—
` uponrairalysis
lm Oregonian Publishing C0.,200 Or App at 125-27 (seeApp C-23).
IGIPublic Records Order, March 30, 1989, Howser (see App F-18).-
-
M Publi Recor Orde Jun 26,{199Scheminske/
AA (se App
A
/-A-r~£=
A
Public
Order,
October
Fenrich
(see App
1*-40).
` —-2 Records
c,,- ds
r,-.1 . Y.
e17, 1997,
Fraser
e
.m
-.
1as 8,
Aia.Am
to ma
oas {90011
(see
163
“'·ʼ
.·
63
' “
ʻ in
` disclosure
" `"MA may
······ often
·“··· be
the puerre
mihlic m.e.e.,.;
interégffijii
interest
be ~—*—¤·=i
outweigiieu l-sv
uy ure
¤b·=r·l
encouragi a frankandunmhibiteassessm of the
i1
rtl
fait W
in
g
3
prnsrrc Racoraps
anonymou whistle blowers, personal criticism, or supervisory personnel
s
judgments
that were other than "clinical and detached." The court also
_ that the public interestin frank andcandid communicationsbetweenprior
stressedthe public interest in disclosure, given the "highly inflammatory
ij;}
I
r public employers and a prospective public _employe about a former
and widely reported" nature of the underlying incident. The court found
o- employeeʼs work outweighed the public interest
in ensuring that the
r
that the value of transparencyto public confidence that a "thorough and
_. prospectivepublic employer made an unbiased,fair and informed hiring
unbiased" investigation had been rmdertakenwas not "outweighed by the ·
A
Tdecisionwhen it decidednot to offer the former employeeemployment.l6
speculation that transparency will quell candor at some future date."]6°
Q
`..,Becausethe intemal advisory exemptiondoesnot apply to4 purely factual
These cases indicate that to justify an exemption under ORS if .tʼl
._lmaterial, we detennined that the public interest in maintaining the
192.502(1), there must be a strong showing of a "chil1ing effect? For 5
.
Q.l. . °( confidentiality of the referencesextendedonly to the forthright, subjective
example, we concluded in a public records order regarding a pending.;
? ~Q evaluationsprovided by the former public employers, and did not extend
disciplinary proceeding against an attomey, that the public interest
ʻ`.,
the purely factual information found in the record at issue.
allowing the Oregon State Bar to exchange frank comments andg
i
we concluded with respect to another request for the
—
recommendations concerning proposed disciplinary action would i be;
$ubsequently,
e·
`Zreference
relied upon to deny employment that in the particular instance
seriously undermined if the accusedattorney could obtain accessto theo i`ii -: thepublic interestin ensuringfrank communicationcould be protectedby
s
ii
_candid analysis of the charges,strategies and recommendationson the
,_ redactingthe source—
information, but disclosing the substanc
disposition of the charges during the pendency of the disciplinary
, ofthe references.]
identifying
e
proceedings.
65
Q'`_-ln the contextof rulemaking,we concludedthat the exemptionapplied
16] With regard to disciplinary investigations, we concluded that riieie_“
Atogspeculatio
by agencyemployeesabout the implications or impact of
.
candidgevaluationand recornrnendation of supervisorsand investigatorsʻ.
n
orders. With respectto a proposedhearing order, however, we
sare the types of communications
s
protectedby this exemption.The publici
that the exemptiondid not apply to the proposedopinion and
166
Liz ry
iijti
; "`
ifi
;{ ʻ
material that, if disclosed, would have a "seriously chilling eff`ect" on
the contents of the
future investigations. For example, in rrdescribing
,::,...r,.-....,,
“m“1A
unt
reveal
requested records, the court stated that disclosure wouiu not reveal
Y
=
[
l·
PUBLIC RECORDS
C—
20).
rrr
, , u
,.
I{l-una
A-Luge v.
f\.-,...,....
lh··0Un11
,_,.
.,C,v'
L/l'€xUll
04,.1,.
.\`T/UE
' "-T
ututc
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l7')
H/Il'.
you
, iI IL
H.
(lr
\Jl
Vi
Ahh
11UU
r *lʼrʼ
LLNI
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W-:
IV
17
·~
1lʼ,3L\
Ju
730
Juv
z
\LUV1}
\,.·vv-,
\'·"""
`
Ami-. ' `·
Q,;t-rei.?
..
QE! ·» ·
,,.,,...,1 _, ,_,, ,,,
15.
1997.
BUlʼI'/F1'€ShO\lI`
(see
App
F'37);
,, ,_,_,__, ________ __, _ l _
[_
_
2000,
Schneiderman
(subjective
.
.
tppAp F-44
Records Order, July 17, 1997, Wilker (see App F-39) (relying
é p of>.publi interediscussin Gra v. Salem- Scho
131 Ap55c 91P2
93edrede32yOr26Keizer
91P284ol
(199
st
V Per-rxrrlc
91`g
p 6,(-irrler2 Arrmrd
d 8,I) v n VlCl<Sl`S
3 (see
5, ADD
8 d 6 SEG6)also
A pr1l·xl.1r
—
_A¥·¤¤
twwius
9., rp],
v .......1.,
(W- ,staff
1,,,, opinions and
Records
Order,uruei,
JuneAugust
4, 2004,
Meyer
(agency
¤¤r
5:.
,**5:):*,.-
]a11l131'V
Urdu,
r·$¢?_r,P
¤blic
.·*ʻ?v#1·ʻa.: ·- ·
A
¤.
.
Order.
Record;
Records. Order,
February
9,
.
.
uof person investigating background of applicant for public
imendatiohs
_·,;§j:§EZ_,¤·,*§g;&§:g;kv¥pJA.u.L.L.L\JA1LICI·L1\JL1D
-.A·$>Z< =
¤
sA e A
» ~*=2—`F
· .
¤ 3*%
-£r3p*··#$F?i
ee.,-1ʻ£g.s¥3$ _,.
+
Rennrrln
p ~'ʻ
z
on
\JL1 proposed
|J.l\}|J\JD\.»LI
`1""1""`"'""'
rule
1Lll\.r
amendmCnl1Sl
(LlLl\.1ll\.1AAI.\:AALu]
nf"
r
(SCE
ADD
1:-53)
\uvv
A ʻJ"Iʻ
ʻ
"/ʻ
64
Q
PUBLIC RECORDS —
`
of the elements of the exemption, except one. The public interest in
nondisclosure in this case was insubstantial becausethe Department of
Revenuealreadvhad revealedrecordsthat discussedthe proposedorder in
somedetail.]
67 publicʼs interest in encouraging frank inter-agency
The
communication in order to advance the Public Utility Commissionʼs
)
tQ
_
;Zʻ.; i
.ʼ
rustic Rncoaps
~
l
`
div'? ·
»
_vv?.
Lf
T
.
ii `ʻ`.
65
public interest by clear and convincing evidence requires
disclosure in the particular instance.The party seekingdisclosure
shall have the burden of showing that public disclosurewould not
constitutean unreasonabl invasion of privacy.
"¤"l-— --——----—·-- e
-·!-` M-I·— »-—-··----4-J····in 4-.- ·.·-.~4»·»»4· 4-Ln .·.··i·m¤u
NF I.-.Ai¤€A“
pl.l.I`pOS€ OI lil'1lS GXEHIPUOH IS YOPTOICCI [HC pI`1V3Cy OI 11'1G1V1
—
W. l11'
.“..·¤¤¤¤»-.nl·`1¤
,B.,`.
from
1I'C&SO11€tDle
inueelnm
¤
11TlVaS1OIl. 17 T+
it rn-!-`|¤n+¤
relleeus
21nnlinv
pulley
0
+l-m+
tual 1·¤¤1·
peisurls
¤rw1¤
xxrnrlrincr
(1l.lEl1.S
wuiiuiig
¤l¤
fn?
i-ui
_ʼ`
A§
or dealing with the government should not be subject to indiscriminate
Hm v-¤n·ul¤+rx1~v
1·ni¤¤ir\1ʼ1
nleqrlv
nrrhveiuherl
flre .§
(BUU)
ability
IO 3CCOH1pl1Sl1 1tS regulatory
rrrlssrurr
clearly
uurwergrieu
me ʻ
public interest in disclosure of records preparedby the PUC staff for an , { disclosureof personalinformationmerely becaus of that association.We
administrativeproceeding.In this proceeding,PUC staff was challengingpr Q2 1Q emphasiz that the exemptionprotectsonlyethe privacy of the personabout
e
iiiQ whom
the record contains irrfomration. Unlike the intenial advisory
utilityʼs proposed undertaking. This challenge would have been
L
,ii.
e
ommunications
exemption, ORS 192.502(l), the personal privacy
significantly undermined if the utility could obtain wholesale accessto the
_
Ai_is not intended for the benefit of the public body. To illustrate,
PUC staffs candid comments, evaluations and strategies while the
though files containing personal information generally are exempt
pexemption
conteste caseproceedingwas pending.Therefore, we deniedthe petition _,oi _ʻ Lieven
, _jr f from public inspection, there is no ground under this section of the law to
{Z
d
except
asto "purely factual material" containedinthe records sought.l°8 · ,if·,·A
.A l. A `Av. ·
-., :.--1;-.;-1..-1
....
N- 4,, 1-:.. M. 1...-.. mm.
1·.¤r·+im¤¤
IIIUWCVCIV,
POI LIUIIE NF
Ul
i
}_}
1
=
Aiédeny an
individual access
to nrs or ner own GI,.
nre. 171 T.Tm¤¤vm·
We concluded that a record describing the advantage ande
inspection
under
other
ti}the file may be exempt from the individualʼs
disadvantageof various program optionsfor a public body
s to dealwith its
··if Ai
pexemptions.
s
budget
deficit, including possible budget cuts, was exempt ii*ofn
· .
M-,. .M mm.
,... --,, -__-___, _,. ,,,___,
_;
ORS l92.502(2) does not exempt all information
in a personal or
disclosure. Because managers would be reluctant to engage in A_ ii
{medical
file.
Information
in
such
a
file
that
is
not
personal, or the
discussions of potentially unpopular decisions, the publicʼs interest
sdisclosur
of
which
would
not
be
an
unreasonabl
invasion
of privacy is
allowing a frank exchangeconcerning budget options and potential cuts
...
i
I
not
exempt.
Information
in
other
types
of
files
that
is
personal,
and the
e
e
would
be
substantiallv
undermined
if the
record were
disclosedbefore the].
V \JLLl\.|
UU OUUDUAI
LLLQLAJ
uAAuwLAAAA;;vu
an
univ
Avvvam
·. ~.--..
ʻ .¤2;.-.-1;;-..-.-,.
Nl? ...1..i..L.
...,...1,1
Ln
me ...»..»-¤¤¤.·w.¤l»\l¤
invasion
of
privacy,
is
V
i`
WHICH
WOLIIO.
DC
31
UIIIBHSOHZIDIC
j
disclosure
or
difficult program decisionswere made.
1
(2) Personal Privacy169
Exemption
;
(a) Personal Information
- -—-l92.502(2)
rrr
r Y \ʼ I exempts:
z;;·i,_>.>;
· ,t·
`..
.
·
“
”
.
.
“
I
,7
ORS
l
/131* Tf1\
..1.-JIL4-..
4n
nn. .¤·-nvslinln
vu-•4;,`»·.
—»
InfonnatrofapersonnatursucasbutnotlirnrtetothatA,
kepton
in a personal medica
or
file, if public
disclosurA
jI
al
e. . similar
p,
..
. h . of. rivacy
. d unless
. -,, ..,5
.
would constitute
an
unreasonable
invasion
the..
,
l
-ʼ
P ʼ e.
·
.
A-.i=;
Ap
`A
lmPubliRecor OrderFebrua24,1989Weill(se AppF-17)See
_
Public RecordsOrder, October 2, 1990,Katz/Estevez(disclosureof draft
c
ds
,
ry
,
e
.
PUC and ODOE on costsof early shutdown of Trojan not exempt when
-
. .
-
.
. ..
.
·..
. .· 1-..=;.·< .
report containing essentially the same material already public,
AA
... .
x .,ʻ;-?¥.·.' ..
that someinformationin draftreportdidnot gamerconsensuwithin agency
AppuE;23)T.ʻviʻ-.ʼr- N WN- nr in nv mr Umm sVmv wwW
)V V
Bee(seAppF—
;Q?
ʻ
we "“ rubricRecorOrderoerdb 21,1988
16 PublicRecordOrderAugust671997Pams (SCApp F_40)
.
ds
,
er
, r e
14).
l:
Gxémfit ,?Pp¥ ti) ,?
in
n
mn:-nnmnl
r\1•
mfonimti Pclioml
ʻ°rl1??l}gon
mc u B 9€S
m 9m"iaU9c1,Sq
Y ating*9 aon
Palllcu91199$91 $99
razpers
s“ home
address
age,
weight,
and
residentiatelephonhnumber
—
"t*"*—7ʻ“"
"T""
“"_"ʻ=
T¤ʻ*
"
"1="ʻ*
i"
not
OIi =fathainform
S
Iliscontai
C inav
%
recofd1 "would
ml
onTT" ““““
,
l
e
.
..
ct
t ation
A A.
..
.·.T ·
ll ~
_·ʻ-.__i. A
p~*_1f—
=**a·».;,
ʻfr=m$-"“:ll·l0
121..1-..-
ono
A.,
-r ,1,1 1 1-..-.
ned
A-. ...
I"
1I'\\
·{<??*d502U1`at 441($99APPUʻW)~
$66
¤H,`Sfivahti
5 v. Juras,13Or App 519,511P2d421 (1973)(decide under
(spAppC-2)
s
d
41 OpAtty Gen435(1981 (publiclibrarycirculatio recordexemp
p persona
- ) privacv
16..1.
---- ,1-s¤...1-1..1.
#1~..Ai
r..,..
..r..
¤.=`ORS
Sl92.502
exemption
App
Library
I-Inhlm 9 1
Reenrrln
( lrrler
I11Iv 1
IllA mm
MMU
IHCICHT
lh01'[1OT1S
D1 Dlkilllllllz
uu\.ul11vun~
£%'@s¥.·?¤}9@§ʻs¤Aaz*3**""ʻ
"*ʼ*ʻ*··ʼ*ʼ“\*ʻ/>
l"ʼ*”"“""
I'**'“"J
""ʻ****r*·`*··/
\··ʻ"
· rrr s E—
· rr
ʻ"ʼ
h
_Ammme
n (see
t
l',\U1l\L
1.\G\4U1u¤
kllubl,
July)
lu,
LUUL,
1 uvlxul ,
u1uluu.u¤
ul Syluinuraab
»v·.-·~»-·—_,,_,,
sare
covered
now
bv
a
specific
exemption.
ORS
192.502(22).
.
=`€**i$.¥
A
1;—
.
,-.
+;,....disclosure)
1......;.-..1
nt F49). 3·=7
(2).
l
)
3).
·ʻ—
resulted
from "brainstorming"
efforts exempt
from
(seeApp
,,$A.i;-' ~.
·A
,
l p Z·Zʻ_·;`.r
` .·;A:~
tn.
lm.
I ,.
.1AlA
.-L
¥Z
{
`1'*
.
·
1*
s
lf . [
62
_
1
Q`
.
li
. ..
..
r
• .-
-1:
.. ..-...--....1
.,...+..1-;.
H-` it-
ntlaerrxrice
whlllll
WULLLLA
Fit
Lu.
(b) Unreasonable Invasion of Privacy
...i
ji Q,
.1
1
.
`.l*
.st
2
Ei
_,_l
,·
i
1 $
C
; 1}
v
I,_
'
'2·,,`,,I,
1.
·tLʻ*
lit.
;t¤A
li;- -1
`l 11.
rf':
A
A iY;
.
ilihll
1l·ʻ
_tif.
fill-1
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€
Art:
lr?1
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rl,.
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'-A
tl°|9f
uxul.
., 11 ,i·'.
the agency to lead to such an invasion of privacy. Thus, in this
case,the agencycould reasonablyanticipatethat, shouldit release
the sought—
information to Jordan, that person would
after andunreasonablyinvadethe privacy of Citizen.
immediately
"unreasonable invasion of privacy" in "their common meaning as a generic .fig; A
description."m Whether disclosure will
constitute an unreasonabl*
e court will 3
invasion of privacy irlvolves an objective test, in which the
examine the facts presentedin each instance. The mere fact that "the_i
;
(c) Balancing Disclosure and Nondisclosure
'
ʻ
"
ʻ
7*
1
'
,1-`-
-..--
An agency must determine that disclosure of personal information
lgii i *·wouldbe an unreasonabl invasion of privacy before this exemptionwill
e disclosure would constitute an unreasonabl invasion of
zapply Even if
information would not be shared with strangers is not enough to avoid`}
1;
ii,
A
iiA
jprivacy,
however,
the public body also must detemiine
whether the public
.
e
disclosure."l7 An invasion of privacy will be unreasonabl where "arr j
Aiirinterest
by
clear
and
convincing
evidence
requires
disclosure in the
·
5
ordinary
reasonabl personwould deem [it] highlyeoffensive."l-I6
..,
..instancem
Only
when
there
is
no
oveniding
public interest in
The eSupreme Court concluded that the "unreasonabl invasion i
· Vijparticular
disclosure may the public body lawfully withhold the infonnation.
privacy" test was satisfied when releaseof a citizenʼs
home addressto the
e
_A f l\/loreover, the information is not exempt absent an individualized
requesterwould allow the requester"to harry [the citizen] incessantlylto'.
justification for exemptionm Thus, ORS l92.502(2) requires a public
the extent that an ordinary reasonabl person would deem [it] highly
3
tbody to consider the merits of each request for nondisclosure on a case-bye analysis, it appearsthat the exemption j
offensive."m Under the courtʼs
casiebasis; a blanket policy of nondisclosure of public records does not
not limited only to circumstancesin which the public bodyʼs disclosure]
with the Public Records Law. For example,the Oregon Supreme
itself would unreasonablyinvade a personʼs privacy. Concurring in the
5Cou
conclude
thata publi bodyviolate thePubli RecordLawwhe
lnaioritv
opinion,
Justice
Gillette explained
an aspect
of the majoritjlisé
. .. .. .A1-.1a.».
. .
..
.·.1·e·Hmino
,- ·
. disclose
,1;-1--..1-""'·"""`”·ʼ
""ʻ“"“ʼ
'TT-76 7 7
ʻ
`
1
-.:·41·roli.·~v
o·F
tn
the .-...-,.I18lʼI1€S ....,1
8110 A,-lA.·¤¤¤¤¤
HCIUICSSG n·F
ul
.
7.
...a
+
.ha
.bttim
bt
d ulcuuxvr. yursvy
_,A·1Li1.1.§Lu1¤. itl
A1A1..ʻ.· 1m+
36-T`-~>I?GDlBG€f11€lʼl'l
lZ€3.Cl1€I`S
-. ,, ;.;:·=1gyt..rr..y..·ʻa.
.;.1
_,1A#1,1.:
ff ?
·—ii;.`
" YL:
,e sr.¤.l3·.2l.»;·.
1r...r.
feel `?”ʼ5.;5r?: [ʻ ·.·
.
-%ʻA1*AʻG
r$"ʼZʼ.ʻ¢-%..7·é;
·. ~=
1 1w
e information, or the acts of thoseT_
the agencyʼsact of releasingthe
, ·`..l—
.-;::5,,
slr
»—i~3,<*..
§i
A
> .·=terAr=¢A#ʻ
`5*A·*.:=.¤.? .- =A·
.
—,f$·—ʻ
—ʻ*.=ʻ.
.
.
A
.
.
1 178
decisionleft unstatedʻ
:
[A] disclosure
"constitutes"an unreasonabl invasion of privacy
I. -··;T'$§?.i$£%lʻ%··t1t.:11ʻ
1ʻ?lT"1`IʻlHN
.2
`DIHTIKBL
UUIIUV
cva
UL
.l.G.l.\1bLl1E.
s».........».¤
d
I-U
....
LUDVAVDV
.......--,--
c
NAV
**“***"“
s
n
S
dll1'l1'lQQ 8 SlZ1“ll(C.l82
1A_.-ʼ...a.:,;?'
%"
*9%
·'A:l
A..=
Af;A,éj¥;
—ʻ1j·. .·l,_1.*.,*r_·__1_l_,-.·
1,
·
%. .ʻ =ʻ~ .*. ..11,a1<.
=·»ʼ*A~A ʻ¥%il}
T_ .
.
-4.2 ,....
.-UP
.
· -,---4.2;§$
Ca"i"sl&=r
.
*7 ·""““"·
:,..,
ms
{seeApp
C-101
(citing
Morrison v. School
, __ (record
_
_ pertainin 12
""° op
F ar 441}T"ʻ.ff*ʼ
*1-T
LIC"
ʻ```“°.7'".L§.TX-`6}
{1
..-tl9.m.
1>,
im or Am 550
l¤V€$l1g
OI
A.·;
3 53
1....Or App 148,
N0. 48,
154-55,631 P2d784, rev {·r
den291 Ur 895 (lyol
.ʻAA
_..,,,,j,. ,,,,,,,_,,,,,
,____
served
as a front for
{*.ʻ“.`I`Y*
1A,.r
1.·.·1,..., ,,,_,U, ,,,,,, _,_,,,_,_,_,
s
g.
0 ¤ʼ¤1¤¤
AppC-4).
··
may have
~ —AUJ ,1 use of escortservice
_, that
____
__
U4Id at442.
=j
AppC-19)
-. ._
17 Jvfuurt,
1,..,1,. ans
seenp],.
App C-10).
Juo mr
ul sr
at 441
-r-rr ((eee
V re,. See
Dee also
...4... Id.
..--· at
- 444
A—A .'-i?.Jordan,
_ ·--.,-..-lll-.
rel
*` =l * w1l1
not
1)
nnnnllrrlnnl
|"A11. ..-..-...1
URTIETHI ,uunllu
(1&§1T`€ ·1,.
H) 1...
DC. ral
ICL a1.»16
HIUIIU
wlll
llur be
us.,- sufficient.
¤r.lL.r.~.....-5
..
()()IlULLlT1ll.\LI
1
}£,G11G1a.l
cu
uu
rear.
ulvrrv
..
----...
VV*“ʼ°“"”bl
\ ʻ* D"“""ʻ
_""
A
—
ʼJ
1....;..
pʼ
=
App C-10).
._,
.
'"Id
3144
I77
2.
*781,1
..444
rmiieop
lll.
Zil ʼ+'+ʻ|· IUIUULLC,
_
A
. ,,,.
,,8.1.
1 _v 308_Or._at443 (seeApp C-10).
_
"·GW'”dPublʼShl”E
CO· 310 Or 32=394*0 (SeeApp C 10)
.
1d..Se alsoPublic
» Record Order,April 5, 2002,Meadowbrook/
natur not exempwhen
perso to whom
eA Ao.a highlyperson
s
Myton
DSITHITIS
DYOVILIBSal
f
AcsAppF-48l
ee
.
}.\¤.,v
, _ ʻ
Jié§%rZ€?F $€§T-\*hzl<:"€e§l=|l|E[\:J1tLlk1.LlUI1
I
J.,
committing)
uulluull
lily,)
(e1TlʻDl'l&S1S
(urrlyllewro
lll
rl
Olʻl21I1E1l).
r1€f;»$E
.ʻ·
rtli1l
puidrraacorzp
6
c to whom
s the information is released,arereasonablyanticipatedby 7
l
· nnlv
nercnnql
"
·ʻ
'A »»A~ --». ,4- .L`..-...
AJ.·.,.1.`¤...-A
Not all personalʻ 'information
is exempt from disclosure;
only personal
information that "wou1dconstitutean unreasonabl invasion of privacy" if _
The Court of Appeals has stated that disclosure of personal
publicly disclosedcomesunder this exemption.
e
M ~···4*··~ a
·· puolrc
····l·—ʻi·· orncral
·~*ʼfi··i¤lʼ¤s oslellslory
¤¤f¤¤¤il·~lv plrvare
private eerlaae.
ormdrlct ace.
does
yi
information regarding
The exemption is not limited only to those cases in which disclosure _ [ T not constitute an unreasonable invasion of privacy where the cond.uct
1-..-1.,... Lllltsutly
,1;.spam
on ul;.
the yveerulu
possible .9.,...,,.v
compromise
public officialʼs
uG¤.l¤ ull
---. .,,.. of
.,- ..a ,,-.,,,.
.
Q ʻ1f - ][]VO1VCLl
would give rise to a tort action for invasion of privacy. The Oregon fi-,
A
1
M1-1.,
SupremeCourt concludedthat the legislature intendedto use the words *`}f] . Aintegrity in the contextof his public employmentm
“
l` 1-,
ʼ=·
ii- ii'l ?
PUBLIC RECORDS
prevent it from being ot a personal nature lr ll otllelwlse
classification."m
ji.-·.'lij
I;.
1*
-
66
. ~`
{
. A 1 ,. A
_
:
mt
_mr~.gg;;:r·——
_·§'@ §;;4:{g,=g·_
.
·--»-,
r¤%$,@
.
€;.=i>~,,_r
. it*»?`¢·£·,;;j— ;;?
ʻ ʻ·" =5i?i
a wz~
.·ʼ` .ʻ
.·
.
V
~'
·.», ʻ * .,' _v·v
?rF;;
_
—.7
;
1;j;_>
¤s2g§g;»»
V
~· .
1\. LU
e
ULIUILU
UUu_y
tan.u1
uvnug
n
Lulu
..u...~
..
68
PUBLIC RECORDS
}
(d) Application of Exemption
We have issued opinions and public records orders applying ORS
if`ʻ poeticRscoiu
_ and prevent
ns many qualified individuals
overriding public interestin disclosure.l8°
-
69
applying, there was no
hom
.
,..
...“ʻL.1£,
·`
knrlv
rv?
can
V I
`
'
ʻ
ʻ
Y ` 7 7 T - - .... L_.i
gt - As for
telephone
numbers
disclosur
by a public oooy or an
.- ` individualʼs telephonenumber
generally
would not be highly offensive so
.`;
,
e
information and other records. We believe these decisions illustrate the
Il,. `asto come within this exemption.We concludedthat a public body could
properapplicationofthe personalprivacy exemption.
»_Y not refuseto disclosethe telephonenumbersof htmting and fishing license
The names,home addresse and telephonenumbersof licenseesand
=T holdersbecaus the decisionnot to disclosewas basedon a blanketpolicy
s in a public bodyʼs records are "personal"
other persons contained
`. of nondisclosure.lS7
e
On another occasion we concluded that the trial court
1 Ars
rrvʻ1Iʼ1\
4--
......... “..mm¤1
Hmnnial
infonnation.
PULVSUIIUL
.|.U..lC\·L1U1GL LL;a.u;n.xwu`.».u,
personal
medical
1.,v-..-..-,7
_
information. Whether a public body may withhold that information
. administratofs blanket denialof accessto juror information forms was not
,iM,..,¤. ;.. mfr mm wherhm disclosure would constitutean invasion of
GBDGHGS.,
H1 DUH., Ll|)U11 W11L·uiui
uiuuiuueuv
.. -...-..
----*,7,
Q
justified underthe personalprivacyexemption.";
privacy that an ordinary reasonable person would deem highly 8
`i§iI 5; i
A personʼs addressis also information
of a personal nature,but it is
offensive.'
}
generally
not
exempt
because
reasonabl
persons
routinely provide their
-Qi
erallv-, disclosure
of
a
name
itself would not constitute
83 Gen
LIUUUAGLLLJ
uxuvnuuux
V
vV.
-- .r7,,
,
e
{¥iZ_iI ie addressefor a variety of purposes——
are imprinted on checks,placed
unreasonabl invasion of privacy}84 Nevertheless,in a letter of advice we g
i_ on
s outgoing letters and found
they in telephone directories, land records and
Qilʻ.
e
concluded
that an Oregon State System of Higher Education Presidential.p
c_i...,ifivoter registration records.l8° Again, while a blanket policy of
Search Committee and its members may withhold the identities of j
ʻiil
would not comply with the Public Records Law, situations
t ·
individuals who are candidate for president.] The fact that a personis af», Tt yrnayexist in which disclosureof addressewould be highly offensive and
—iénondisclosure
s presidentis85
candidatefor university
personalinformation. In the particular i'e
not in the public interest. For example,
prior to the adoption of ORS
s
context, disclosure of that information may constitute an unreasonable 5
_ifir92.502 which exemptspublic employeesʼ addresseswe concluded
invasion of privacy, becausethe revelation could seriously threatenthe
in(3),
that_th addresse of employeesof a particular state
agencywere exempt
,
personʼs current employment relationship and professional standingji.
e
s
··from
disclosure
becaus the public body knew of facts from which it
Becausedisclosurecould interfere unduly with the work of the committees
reasonabl anticipate
that disclosur of the information could lead to
e
or
d physicaharmof
e the emp1oyees.]
l
l92.502(2)
expressly 9°
exempts from disclosure personal
lliiiiifoiination
in
a
medic
file,
if
the
otherstatutor criteri aremet.We
*83whip
now
rr
·i-=
. rrr,- (16111
i---;-i OI
-r—,r,,...r,..i IUI
cw an
an anrnmqmien iii
in at
a pw
particular
i`*U'- mm
'-“ʻ“· ORS
"“ʻ·ʼ l92.502(3l
*ʼ“""ʼ“\"/
“""' specifically
"*"""""ZI"T“. exempts
""LT ʻ. .. addresses
. .· J, telephoiiei.
,,,r ¥r-..-;-.?&@»§1€
sm acar1r:vʼs
3 ICGUBSI
~~~··~··
y uiruiiiiauuii
a
, bodiesʼ employees
numbers,
t,
an agencyal
s corn-.,
-r - --1---.
C Social Securitynumbersand datesof birth of public
%@iiitzié-'-.;ii1·il»ik=lld
31
information plainly is
y
and volunteer containe in the public bodiesʼ personn records
¥
l92.502(l2)
exempt
numbe
and
s
d employe andretire addres telephon
el
.
nonfinanciasmembershi
and
employe
financial
records
e— records
s,
e mw
r maintained
~e T . .·»»L
em
we ...1.;.*
the
Public
Employees
Retirement
System.
In
addition,
URS
zsu.111,
wnicn
l
p
e
¤-.-
medical files.]91 Personal
._
J86.»;<i;,,1m pcciqc pcccrds Ordcc August 12, 1988, Dean (names of
. ccc c,_,, , ,,,,,,_ ,
_________D__ __?
_
_
>,, _,
,
\_W,___ ,
_
l¤°
inte the Publis Rccolds Lew by ORS 192-502(9),Pfohlblls dlsclosllfliéi
°I'P0l`atCd
ef nern en eddress en teleplre drive lieens drive
applicantsto Oregon State Systemof Higher Education for chancellor
ms), Publi Recor Orde Merc 20,200 Ree (nam an
identificatio card number in motor vehicle record of the Departme',.
es
d with
es,certain exceptions.
d ne,
r
e,
r
Transportation,
”E**'`-'i
n
s
s
nt
, driving
identifying informatio for individuals who contacte DMV about a
c
ds
r,
h
3, k
es
d
ability)
n (App F-51).
d
ʻ“ Se Publi Reeerd Order April ld, 1995 Maye (name ef~
PubrierneeeiOrderSeptemb9, 1996cereeen/
(ee AppFsmninvee
involve
in
not
exempfrom disclosur (see
OfdCrʼApril2ʼ
(SGQA F_24)
Cll1plU_yUG¤
ulvuivvu
nu Whitehea
vv ¤n¤.~»»»·—.· cas
~·.~nvʻ
'
c··
·
··-·
~·
·
Yl99LAdams/
¤·
.L:.,.x1..,,,.
A-.-.f*1f\\
WWT
l . _
Jordan
308
Or
at447
(Linde,
J.,
dissenting
(seeApp
L»·lU)·
e
s
s
,
,
s
s
ae
,
er
,
Bums
e
ss).
F—
e
d
d
e
.
rt- M
,.. ... e)
,
.. M- m...-..;.s1ic%é{. eisilselfiesrsztt;“l?
p smarts mmm Mew 21 \Nil1ian1SOn
1990.
Heilman/Boles (seePP
ADD P22),
)
10§2S in W T lamman.
- ʻ FUUUU 1\¤¤Ull-ls Ul¤¤l» 1V1¤. Jl: *""= **""f““""“""“
ʻ"§ YT" "
I
of
Advice dated
October
I3,
32). *85Letter
1.1\.al.LvA
U1. 1 1.uv suv
u~·•·v··»
~
rm>-624xi
(see
Aon
E-6).
\k}.l
ʼ\JI4ʼIʼU]
`uvv
; nrr
A
lyoo,
2
Lu
vv
.L .
,L1\11LLl1AL4LA,
x.».;.....-
-,
°·pius1;c
,. - Fei
$$2-
;.
519]
ilwlin
.1Ul1,U
i . :KlP1
nnaxrrlc
'1\UUU1L.l§
(.\i·rlP1ʻl
\JlL.lCl..
wavy;
,
Anlill
11|JLu
A ·-j"·"
Y
a
'l
.1., 1101,
n
l'l8YI`lSOI'l
nnuninvvii
(SEG
ADD
\..-~
A
`i2{`.*ʻl»,
y,g;·.»$;;
. I
1
.y (
_ `_
_____ __
.,1 .
!
Q PUBLIC RECORDS ·
fiif constitute an umeasonabl
70
PUBLrrsconp
"information of a personalnature," public disclosureIC
of whichsordinarily
ll
2fe
,
Al
l-.>{
l* H
iT
Er
r.
Ewi
ln;
E}"ʻ
{tx`
5, All
g -J}!
`ʻ`E
iii~..
ʼ}
·§gl",
?
{
,g,ll_
j}`·i _
.r;..ʻ,lly
=
fil'}
ʻ
l:_ʻ ;`ji,
A
{dll
Zfir
kill
]F;¤",l1,l
its dll
§,l
,
As for invasion of privacy, the report [of investigation of a city
police department]deals primarily, if not exclusively, with the
conductof public servants* * * in the performanceof their public
duties.As the line of casesoriginating with New York Times C0. v.
Sullivan, 376 US 254 * * * (1964) makes clear, any privacy rights
that public officials have as to the performance of their public
duties must generally be subordinated to the right of the citizens to
monitor what electedand appointedofficials are doing on the job.
Even thmmh
information ¤.·Vnrvv...,...O
concernin H.how
a 1,-.--,,
public officer
or _
Luuuéu
xunuxrniuerunr
.. -r.
carries out his or her duties
g would not be confidential under the _
.LkVDu
pill
tllzii
lyiw
1l
it "ll
rtl; ·*
i
i12
sl ;»
gig
”:
. ¤
_i
at n
Elg .
.
.:1;'
°.e,
d disclosureof a job-related
e performance95
.. We also ordered
evaluationof
l_
Athe managerof a local office of the Employment Department.Again, Ww
e
R.: s·.gllcompare the competing public interests and concluded that the public
Q.e e d interest in knowing how a branchmanageris performing his management
E— .s" functions outweighed the public interest in candid evaluations. We
illexempted from disclosurethoseitems that did not describethe managerʼs
perfonnance,but relatedto his personalaspirationalgoals.]9°
=
cl`{`ʻ,YZʻ·We appliedthe sameanalysis to public employeesalary information.
eto
an employeeʼs
gross pay,
we concluded
that the employee
l , *Y“ respect
__i_;?V£3wrl_Wr_ fWitli
`”"
*""ʼl"""ʻ°
"" °"* "··r··.¤
r Y · ·.·
i · V
.
?
-;
_,- notrhave a reasonabl expectationthat such information would not be
_
fisiibjectito
public
did
e scrutiny becauseof the publicʼs interest in knowing the
e
r_/r
Tʼ}
a public employee is compensate for his or her services.
Earnountʻr»tl
d
iflovfever, the amountof voluntary payroll
deductionsfrom an employeeʼs
·Y.Tir:;r-.-.:L·.4;;1».....,-..,e..~»·r+
·F•·¤1- rli¤r•ln·¤11rA
unrlaf
tlʻ1lS BX€l'Iʼl`DIlOI1.
The
public
iat
exempt irorn
uiscrostne nnner nns -,.....,
---- I----vi
ORSl92.501 personn disciplinexemptiodiscuss abov
el ordereconceming
n - the-release
edof -Childrelyg
e.· e .1
In(12)
a public records
.
..-..:-................
1*\¤1ʻ1'!'\1ʼ1'\ʼ\Q1"If!R
U1V1S101'l S11pC1V1s0Is
perruririmruc
Mml·.m+€m·i¤
SVR
lll2T'I NTIS-
evaruanone,
um
WC
we
Antpnmined
(-LCLUIIILIJIGU
neternrnn-..
. .r1- ye.;-. .rr`i:n.·:=sril:tr.-··nʻ;-- ·-r`-r 1---.- l€E1I1I'I18IC
1-...:4.:...-4·A
that
HBVBV 8
LUG-I»_ *lih'B;fZdE§@£iZ%iiiʻ#i?
-!~\=lV·e:.€§&§Feiʼ.éilCl.$»'ii#$-;·ZLl=»l ʻ-UVM 110"
“ *"[5*"“·“"""'
Ti'? ""` V V- i" io-:
..
¥\\JVD
{*.FIiCl0`E:Sʻ¢l"IOlf
information was of a "personal nature" and that disclosure
s
,1 an
-- _
lME
;
it;}:Q;.
ʻi"ʻii*ʻ
lit ` Jl
pil ¤ʻrr_
»;
privacy exemption, if that information forms the basis for
action againstthe employee,it may be exempt from disclosureunder
1-\·
---.- --_.;---->
T\i·.i¤i · · nn ` ¤un¤1ru1¤n1·¤ʼ
. r. lʻ l
71
invasion of privacy because of the highly
_sensitive nature
e of the material. However,,ORS l92.502(2) also requires
constitutesan unreasonabl invasion of privacy. In the particular instance,
{
an evaluationof the public interestin disclosure.We first noted that social
thepublic interest
e did not require disclosure.
service supervisors are responsible for administering, coordinating and
Information concemin the mannerin which any public officer or
providing a variety of social servicesto children and their families and the
employeecarriesgout the duties of the office or employmentgenerally will
position involves a greatdeal of responsibility regarding every aspectof a
not comewithin this exemption. For example,the Court of Appealshas
childʼs life. Thus, the public has a substantialinterest in knowing how
held that records containing
allegations of misuse and theft of public
Q
192
these individuals as a class are performing their public duties. We also
property by public employees,a matter of significant public interest,were R}
considered the public employeeʼs role in the agencyʼs hierarchy,
not exempt from disclosure becaus the information was not personal in Qi ,·I
concludingthat there may be greaterpublic interestin the disclosure of the
nature and disclosure would e not constitute an unreasonable invasion of fj,
]; [E
ʻ_ ,_ evaluation of a top manager of an agency than in the disclosure of the
privacy}
Q .Vrevaluationof a line worker. Although the public also has an interest in a
In 0a UCLDU
casethat
nrimarilv w¤“.uy.,...~.-..
addresse --..the criminal
investigatory
,rʻR
·V_candid evaluation process and that interest would be furthered by
93 111.
Lhxu-L rnnnxnunnnj
- ....nn-.
W
_ material
_
= :P”YE
xi ` ·i.»e·ʻ
d
. nondisclosur we conclude that the overallbalanc favoreddisclosure.]
exemption,l°4the Court of Appeals
stated;
.
§;.i·"
{
Z
{
.
woulda
i r tsnsnends-inet—
Y
. .-- ʻʻ-A.̀'··
·
r>eyelieel<ʻ. ·
e ei
, 1
I
txt;
m 41 Op Atty Gen 437 (1981) (seeApp E-3).
.A ʻʻe
i?-· " ""n"
`
`
ʼ `
"
ʼ
_...
19 Oregonian Publishing v.
Portland
School
Dist.
No.
JJ,
144
Or
.
.
1
nnox
...dʼ*,1
».
- - . -A
.
.-,.-...
-.,. . ,,
1
. V one
·7= .= ·»*—l·
¤
188, 3925 P2d 591 (1996), modyfied 152 Or App 135, 952 P2d 66 (1998),
. grounds. . .-. A
ren (1999)
/1mm r.,-.
my nlm
Other.
OI- ......
393, ce-.
987 mr
Pzd 4gjU
(553 Am n
;,—]wxI); SCC
ʻ•l»
.i..
Portland, 163 Or App at 556-57 (disclosureof records involving off-duty {197
.. . .
me.c..1.i;.»()lllLZ1U.l
nr=a»;
urrrvrur
.
¤1*e
of his public employment) (seeApp C-19).
+ʻL..·e+
Lnne-¤
Tl'12T
DBZTS
LLLCLI, UUCI
ID
in--n-.
Hirnnflxr
(IITCUIJV
\.l
|L\.:\:l,A]
JCIIJUIL, ,.,..,
-- ----n-i-
nn
U1] n!\¤¤1hlP
UU§§lUl¤
vu
yvuununu
Arr · ur
···
"ʻ
rxpp
"I'1"""7··
uc
--.....-...-.;c-
(ʻr\T'Y11'\Tʻ(\1ʼT11§&
UU1u|J1U11r1o\.»
vunnxr-v,-----
i r,
r I
OT
1')lll`lIlC
ur
-.,- I-puuriv
------
imemiiv in
contei
in
ʻ·"”·"'
"?§% "ʼ"
mr
€@n·n
5
ni 1ll|.Urʻd11|·Y
nn. 'Do".1
5
* w..._....
r.; ·
-..
2
-e . 195 ?D“1·.ʻl.¤.
J Qjj;ʼr§.c:-
"""`“"
'D¤¤»“·»-le
* reaeer l¤».£4%§
72
tooo nwen/
...1*
GlT1DlOV€€
"*“I"
(seeApp F-27).
1...,.c.s+1+ i“+`m·mminn
r
Fm- '{'7 retirees
11' 3 l`OI`lTlZlI
1
theinformation
to individual retirees) (seeApp F—
"ʻ*" “ʻ*"**““““ʼ
7
._
50).
£=ʻ·"""ʼ
"`?z§Fqr;I.:i
s>,
ee
7::97i..
1 rg . g*%;:g.;·
.
ee
—"
ʼZ·$;?·kʼ!·.[Fʻ rn
7
·F%..·—.·.7:~s_{iiz_$·¢·
—·. ʻ . 7. ·. . . —
—
~
es}
,.ʼʻ
<e2;e··.
. .
·»"$m$ja,¤
Tulv
in 1\UUW1.U.5
lrnnurihc
l1hW “2 l·"ʻ“ʼ**"'
1'Tl-ll')llC
11
MUVV
1-..-...
1
yumlc Records,Uruer, Jury Lo, uva, uwenn
. .,.,, - - . ,.
Fraser ras-. (..--(see
Order.
App
ʻ PubliciRecords
L www-· sv-vl¤¤
vluvle Mav
¤»— 25.
·--·¤ 1994,
·· ~ -, Mattson/Laine
7
,
_ _ 13-31)
——»-7
Public Records Order,_1March 27, 1992,
Leighty/Ralston (See. App 1*-26).
Public
-Records
Order,
November
15,
7—
ʻ “""""
"""`“““"
""""
"` 77rrrr
' 2002,
.
Y Jones/Voykto (orderingt
. ii?-:§%§siEit?liie*»-ʼ1e§¤»-..- APDDDQ
in
V-—<€
§Z`5l·· no
ne;
7 ¤.;Se.>me.e
f`\i»·A¤•·
i»4·¤e·¤
IHICICSL
"“""
"
¤4·-
...-...—
. . »
that
dO€$
UO
72
it PUBLnsconp
....—-iii
IC
s record information, exempt under ORS l92.502(8), (9);
such as student
PUBLIC RECORDS
_ In responseto a public records petition requestingdocumentatio of
n leave without _,
the date, hours and type of leave (i.e., sick leave, vacation,
»; ;,
pay, etc.) for correctional facility security staff, we noted that disclosureof ʻ?
_.
r
the requestedleave information would not constitute an "unreasonable" ig7
invasion ofthe individualʼs privacy and, therefore,the information would Y ;
not be exempt from disclosure under ORS 192.502(2). Generally, an Yie{ .§ ;ʻ·.`.
individualʼs coworkers are well aware of the general reason that an l.l . h
' s •l *
1Q .
employee is off from work and the length of time that he or she is gone.
This is not the type of information that an ordinary reasonabl person ,}.1 Q
_»
would deemhighly offensive to disclosem
e
personal medical information, exempt under ORS l92.502(2); personal
financial informationgz the addressor telephonenumberof an employee,
m
exempt under
ORS 192.502(3); information submitted in confidence,
exempt under ORS 192.502(4); and other personal information. In
respondingto a requestfor such records, a public body sometimes must
review documents line by line in order to segregat the exempt from
--c.,-..m..·. rrrrurrrirnerurr
anrmmerim
mmeuant to
ORS
192.505.
See `”""""""'"
discussion below
1n!\f'lRYETl'lTll.
llllUllllk1l.lUll
L}L11bU¤lU·
LU \J*"-ʼ
*"ʻ""""
"""'
T
[ruirczxmiiyr
t,.,.-.,-.-.----,e
I1We
and
Nonexempt
Material.
concerning Segregatio of Exempt
their
n
encourag public
bodies that receive such a request to contact
assigne
counselfor advice.
e
mx
Pnmip
Social
Security
Numbers,
d
`J}
1 uIJU.\.» Ftmnlovee
1;unl.uv_y
vv Addresses.
lrnuun
wavy-,
-.-,---... - - .
Birth Dates and Telephone Numbers
We applied the personal privacy exemption to a petition seeking
information in a state universityʼs cellular telephonebill about a phone
used by a university athletic coach. The bill contained information about_`Fi- `' li;l ʻ .
..
work—
and personal calls. After conducting a line—by— analysis i1·~=..;.;
ORS 192.502(3)exempts:
-1 0-.. .... 241.
related
of
the records, we denied the petition with regard line
to information for
Public body employeeor volunteer addressesSocial Security
individual phone calls that would reveal the coachʼs whereaboutsduring;
, numbers contained in
1 numbers, dates of birth and telephone
.. `
LCM
r..
.
·
nonwork hours, regardless of whether a particular call was or was not?V. 7ésiF·D
is 1 *173 l `. `
persormel records maintained by the public body that is the
work—
Because the whereabout of an employee on vacation or
employeror the recipient of volunteerservices.This exemption:
V ei?.-i
T'»
personal
weekends or other nonwork times
related. leave days, holidays,
s
. i .··-.ʻ . i
(a) Does not apply to the addresses dates of birth and
"personal," we concluded that an ordinary reasonable person would
I
telephone
numbers of employees,or volunteers who are elected
disclosure highly offensive. Moreover, disclosure would reveal nothing,
officials, exceptthat a judge or district attorneysubjectto election
about the individualʼs performance as a public ernployee}
We also
seekto exempt the judgeʼs or district attorneyʼs addressor
deniedthe petition as it relatedto additional information
99 aboutpersonal,
tj
telephone
number, or both, under the terms of ORS 192.445;
opposedto work—
calls, to the extentthat disclosurewould reveal
A
the time and
duration of the call, the phone number of the other
..-.3
,
-_
related,
(b) Does not apply to employeesor volunteers to the extent
I
.
.* mtr:.
tv _,j..Q;.ʼthe party seeking disclosure shows by clear and convincing
the call, the destinationlocation of the call, or whetherit was a conferencei»i
..
.·”r:L;rt=; ' 7
·. ..r;.e_-;ir»j` · _·.»
call or forwardedto anothernumber. The information was “personalff
}
-,'`·evidencethat the public interestrequires disclosure in a particular
arfr r5 wi
r- ;,tliat
r
—
r-.a,,·· f=l sg-ern ...*.ʻ _-l
would reveal nothing meaningful about performanceof public »`
duties,
`finstanc
.~=xi
-.,~n:n ..r.. ·J
.'r. 2-_ ,4
~..e{
~ tes
—
·-=ʻ:
-* Eitzir el.
disclosurewould be an unreasonablinvasion of privacy.
_}cr··1!·;
at
1ʻe; ...(c) Does not apply to a substituteteacheras defined in ORS
r
·¤·=7·..—
·e.ʻs·=
e arise concerninga public bodyʼs duty to disclosel
.· _·,=»ʼl·?'·i1 .s
t- -*5Questionsfrequently
=
-.ʻʻ2 i..,.:_3_42when requestedby a professionaleducationassociationof
if .
Q*
. *.E;gl€iule ¤*··~§gi.<
,
information in applications for employmentor licensing.2°°Such
which the substitute teacher may be a member; and
;¤8ll5
*· . > .- f ʻ_`
.5;;.5
EM.- —·
mav
include
several
different
types
of
potentially
exempt
information;
1
-.¢.:x rw--....9. 1'RHRXIE
...:.1;.....:.
mel-Ji.pmnlnxzpr
nf GUY
anv
rliltv
1111Cl
“""J
“"""""'
"""""
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"JF"
""
1""""'"`""'·'
'```
""fi
,
IIAPQ
1'\(\T
2n TIIIDIIU
UIIIUIUVUI.
U1.
\-U·U·.Y
ʻ·***ʻ·““ €1'
€ll;,r;·&v I ..ʻT-w`:.l:rlʻ\
ni?
_
_T
`
V
_
.
:=—y,.;!<·t'· ie _~ - .·»~
—`
.·"ʼ€§T·!J,Z&+
____;_
>
.
. . denied
. as 4-'·· ʻ·;
19 See Pubhc RecordsOrder, May 5, 1994, Wright
(petition
i .·
8
becauseagencyagreedto releaserequestedrecords) (seeApp F -30).
7 r7
i?? - Recor OrdeAugu 31,200 Canza (se AppF—
r —'
Adi 4.
·> *""Vʼ
2°°
Publicds
Recordsr,Order.st
March
1988.
_Publ1c
5, Board
no of eNaturopathic
58). '=_*`7*See
-
"I""""`
(seeApp F-1 1).
7
W"
·
rr;-e
V.
” ..r-W WQL1. UUGS
=..·. ʼ
)
..—j·ORS.
if
g
``
—-»
14::-.
i1':.¢:*.se·<·nm>§-.
e
.
·.r:;;
a yuuuv
Snell (personal
Public Records Order, January 2, 1985,
] 7 submitted
with application for racing license) (see App F-7).
.·
.!—1ʼ
rx
1 1*
vs
Lu.) D Ll |J.L11l LLULJ
e;;§,,rf.,§E§q,,c
ʼ
·-.
·.ʻJ.ʻ`. ..
~.243.65O
- ·?ʼ.·ʻ_.... _
; __..
· ʻ ., ʼ7
-20—
.
··
-.
11.uL rwnuvv
to 243.782.
_
—.
7
..
~
1
f\
1 - -
VV ALl L Q. p plvl utnvnx
-~·*·
"flrrrrr
'I'----..-,.
Av;
..
A nv;
*1
i
1 HOC
financial
`
74 _
is rustic rscorvs
• The ps
public body must show that it has obliged itself in goodfaith not
PUBLIC RECORDS
This provision exemptsfrom disclosurethe addressesSocial Security
to disclosethe information.
numbers, birth dates and telephone numbers of
, public employeesand
• Disclosure of the information must causeharm to the public interest.
volunteers, except for (1) the addresses dates of birth and telephone
numbers of elected officials,, (2) situations where the requester
The first condition is whether the information- was submitted in
-..t:.t.....·. totem oiihlio bodiesreceive information that reasonablycould
demonstrate by clear and convincing evidence that the public interest
il It ``'-_ COIIIIGGILUG.
lvrmiy yuurro uuuwe “.·~.~.. Y ..--.,---...----W,
_
s
s
requires
disclosure in a particular instance, and (3) substitute teachers t
be consideredconfidential,without any specific requestfor confidentiality.
when the requestis madeby a professionaleducationassociationof which
ʻE j Yi Perhap the circumstances are such that an implied request for
the substituteteacher may be a member. The purpose of the substitute .· — confidentiality can be asserted Nevertheless,it is very difficult to justify
s
teacherprovision is to enablethe Oregon SubstituteTeacherAssociation .l "i nondisclosureunder the
. tenns of ORS l92.502(4) in such a case. The
to obtainthe information neededto notify potential participantsabout its _.`l e i epublicbody mustbe ableto presentevidenc that therewas a conditionor
annual conference. The exemption is not intended to exempt public.
eunderstanding at the time the information
was provided that the
s'i
e
employershom complying with their duty to provide information under .
ii,
infonnation would be held in contidence.2°2 Thus, public bodies should
statecollective bargaininglaws.
. .i _ if ,i_V.-specifically discuss with the person submitting the information whether it
We do not interpret the exception in ORS 192.502(3)(a) to be `{
exclusiveto judges or district attorneyssubjectto election.We believe that
any elected official may seek to exempt his or her address or telephonei- ;
number from
disclosure
under
ORS
192.445
(personal
safetyv exemption).
uvui
uruvnuunuv
errne-yn
V,.--,
-, .... . ..,
\.'l
'
1lu111Uv1
l
(4) Confidential
'
)
Submissions
ORS 192.502(4)exempts:
-
-1-.
1--
..-.,1
...-..-·L`ZJ.....-en
; '.Qiisbeing submittedin confidenc and, if so, documentthat in the tile. A
{ if jpublic body shoulde inquire about the pers0nʼs intention as to
— ycontidentiaiit before receiving substantiv information from the person
sg;.l
yOtherwise,it may be difficult forethe public body to establishwhether
. the
Qinfonnatio Wassubmittedin c0n“jdence. This exemptionclearly does
7.- nnot apply if the public body 2°3
requeststhat information be submitted in
._ Q
confiden merel to avoi embarrassmto itself,
h.-s+
Information submitted to a public body rn confidence and not
ce
y accesdto theent
_
v t We denied
responseof a workersʼcompensatio survey
otherwise required by law to be submitted, where such
questionnair
becaus
we concluded
that the record
fell within the
»ʻ·`
s
s
n
information should reasonably be considered confidential, the .,-g
exemption
for
contidential
infonnatien.
We
inferred
n-em
the facts (i.e.,
e,
e
s
_·
public body has obliged itself in good faith not to disclose the ise
`_i
t,jfbelʻlʻassL1rance of confidentiality,useof closedenvelope and the fact that
l»
information, and when the public interest would suffer by the iafdepaltmentkept the information segregate
s and confidential)that the
disclosur
. 7if_
was submittedin con;tidence. By contrast we granted a
*ʻ“""ʼ*mbwSlealihaDoTrrnnoaint
t
pr
.s
V
or
st
B
2
O
2
s
P
1
(
(
A
“°ʼ¤lboitoasSllte,epfanclofller
1 e.
The Pugpos Qfthis cxelliptionds to éncoumgc· Volumary Subniissigjgofi
rn Avon
` `lif?
TEICEVPUVIL
ll1U11Llh|.1U11
LU r»v¤;v
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vvaur
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vv
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.....--uuuav
Var
if iiʼ
c
ʻ
ii?
jigxi-iilrt-QQ`:1"
-ʻ
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.
-
.
. 4
1
-.i
,
L1, _ :.,.Lʻ....--..4.Z.....
.... um -.·..·.Aitik»1~3,i;i$§r ʻtf.iiʼ.1Tʻ
· The
informant must
have ¤»»vAn..»··..
submitted
information
on me
1 the
.I.11\.¢
L.LLLU|.1uuuL
uxuun
nuvv
......-..........
-.,-,n
.
'
"l"l·1¤
inf-`nrmntinn
LHC lllluuuuuuu
itaelf
1L¤G1r
kept confidential.
rrmsf
ruum.
.
O3
11,,-1-...e1
$110].
i
110A
., 1
HH
OT F l'l21lL1l'€ that
l`€2lSOI13.blY
up ur et rretpetre
www , """““"""
.
P 1
oo
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V
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-·: rst?.
eee,
. r;¤ee··
··
··
,.1.-1.-.1
1.-.+1..,,
t~A. -, 1
··ʻ PubhcRecords Order, Decemberll, 1992, Smith (seeApp F-27).
TechnologyCorp. v. OR168 Or App 293, 7 P3d 564 (2000)
- Hood
[- ,1m
_ __
,
.
F 1M
OSHA,
that it would be kept confidential.
· The informant must not have been required by law
information.
·
~~i~·~·*~·· ~ ··~-— eby the agency. Although the representativ of the agency
—— — e-ee
participantsin the inquiry that their
response would be kept
e
s
the representati conclud that
they would hav
. ·Z''··E`
-;_i
ve
ed
e
·
_
_tithe
There are no less than five conditions that must be met for _ ¢——the
exemptionto apply:
theinformationwill be kept confidential.
'
d·
2°4 of an investigation
,
for
the releaseof all records
conducted
by· me
`
.
.
.
·
·20K§ 11 1· A
1 A 1,
"""~Pr1hlic
Records
Order.
L LILUJU
L\kJbU1Li¤
\JLL\UL,
1
·
~·~
=1;a,
.
e.eaa7r7s221sp
~.ʼ ~ ¤1p1:;
¢¤: .
·~:,i»»p3> ¤e=';·...
·e_J
—
·f were
1—1-._r-..1.... 1n 1oQs2 ua1·1¤p11{¤¤e Arm F-l3l.
Seotember
lz, 1366, rrauseu rece App 1 V
luvy
..e A.
»1
L' .
?
1.
1
7F
1
¥
E1
76
LICRECOR
participatedevenwithout such an assuranceFor that reason,we
could not
DS
lt .
E 1.
I'
ll. 1111
r§_PUB.
. 11.
1j
1 .. the likelihood that disclosure would discourage other informants from
=·3 Y
providing information in confidencein the future.
determinethat the informationhad.beensubmittedin confidence.
_ _.
Information submitted by manufacturersof video terminal equrpment
2°5is "n0t otherwise » Z
1.
The second condition is whether the informant
in
confidence
to the Oregon StateLottery and consisting of bank account
requiredby law" to provide the information. lf the informant is required to
{_,
numbers,tax returns and other personal information is of the type that
submit the information pursuant to a governmentalenactmen such as a 1ʻj ·.
statute or rule, this exemption will not apply. However,
an informant _ {fz would reasonably be considered confidential. The Oregon Court of
t
whoselegal obligation to submit information arises solely underthe terms _ A Appealsfound that the public interest would suffer by disclosure of such
of a contract with a publicbody is not "required by law" to submit the
R information, "because it could discourage video lottery terminal
distributorsfrom applying for contracts* * * therebyreducing competition
infonnation, but by the terms of the contract, unless the informant is
l q?
for video lottery terminals." Sincethe lottery obligateditself in good faith
requiredby law to sign a contractwith thoseterms.2°
.21,,
not to disclose the information, the records were exempt from disclosure
°
i,
Thethird condition is whetherthe information
itself shouldreasonably,·il_ji
ʼ
»undeons l92.5O2(4).
be considered confidential. This condition would generally be met if §._
i~1
2°8caseinterpreting the ORS l92;502(4) exemption,the Court
1r* ln another
`i
disclosure of the information is restricted by statute or contract or is ,
q-er Appeals concluded that disclosing employment reference forms
exempt from disclosure under other exemptions of the Public Recordsee` ;
reigarding a candidatefor a teachingposition in a school district would not
Law. If the information is publicly available, obtainableor observable,-it.,}
'i`i . jʻ'·
g`1ig§,
Qharm
the public interest in maintaining the confidentiality of employment
cannot reasonably be considered confidential.
_1s
Jprovided that source—
irrfomration was deleted from
e
The fourth condition is whether the public body obliged itself in
Zthe documents A school
district refused to disclose employment
references,
identifying
oʻ`i
faith not to disclose the information. This is the other side of the
`Qreferenc
to the unsuccessful candidate on the basis that the public
.
ʻIes
condition. The public body need not have given a written commitment,sei
éinteres required it to maintain the confidentiality of employment
long as there was a clear statementor understandingthat the public body Y
_;·q references, and that disclosing the references would "chill" or deter
t
would not disclose the information. A statemen that the public
',',
ʻʻ _` sourcesfrom submitting candidemploymentevaluationsin the future. The
2°7
t
A_ court. found that disclosure of the reference forms after deleting
will not disclosethe infomration
unlessrequired
by law is sufficient.
L?
The final condition is whether disclosure of the information would
ʻ] information that revealed or tended to reveal the sourceʼs identity would
-
1
l, 1
ll
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.
r
1* 1
1
1 ,·
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-11
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'A
lll?
·11
lr-1r
ith1lM
-:1
rt 3 1,1:
1it1: jr1111
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1.:*
511 1·1
1*
1fil
1
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111
wi
·` ll
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~
: 1~ʻ
`31
1*,
ily T
1
fill
%,
11
1_
11
~ `1.l·l
~i
2,11 [11
11
1ʻ
iii. 11.
~1
1`1 `it
,·i
J ʻ -_ 1*ʻ
1~
.
Q 1`
gl.
i*
Eiʻ
I|.ʻ
`,
11
.
1
L
ʻ1
1 ·
tsl
1
1
iii;
=f'$.. =~ʼ
Q
.
•
1..
-1 |
D
.
,1F,,',1_,
4.-,..--j.--`l
-.....:.1
-...
Av.
4-
ji-gseryeth public interestbecauseit "would reducethe potential for basing
e
fihirirfg_,decisi
on secretunrebuttabl allegation or irmuendo."2
harm the public interest.Even if all the other conditions are met, if the
public interest would not suffer by disclosure, the exemption does
apply. This condition requires considerationnot only of the impact of
ons
,
e of the reference
s
°9 at issue did not
i-i
t;§·-.,1¢,»- the substanc
response
jpéidentif
the sources,
the court was not faced
Because
e
s with a situation where
_1.. -1
of the sourcemformatron was a practrcal
y
_;ʻ
rdentrfymg that Situation when tm RPPHC for
_.-We considered
'"
KECOTDR
\rx1.A..)T'(`lET. xrm1.1~11-1.s
l\I(`lVBTT1l')ST'
IJ. I.I, 10292
1706.
REU
l§UG
AUU
1"1.JI.-sJ5G;vuw\{ʻ·M.£§fl1?Er`?l§Z!tI.'ttZT'·ʻ.`W1£LLU.LUVll1G.|.1.L
W1L.|..l
¤1rʻJ.Gl..I.UY
Lvbluvmuvu
u1
uuvn.5ru1.4u»
avr`,
1;..1.1.1:---..,1.
1*
use
{eee
F-1<\
..Q'm-.nl¤n-1:e~r.
eA1.w1t1·
¤
state
acsmcv
remiested
a background
reportRRY
CO1'1ʼta11111'
II·'I1hI1(!
UUIIU
.l\.GL»U1Ub
\.I1\.1U1.,
J.ʻ<\JV\.¢L1LUv.\
.1/UU,
Axuv
\¤vv
4Arm
xl.:14
rr
nu]--¤v·;.$i»-rrr
r%`,,,_A1_,eVJrL**,LL,
,, u,U_ C1
M, bL¤.LG
U,,,,,,
,,,,¤,,,._,,,J
-,1--1
..
1
report,
we
1·
7
e1l··.·em1·1l1-1v1»m=r11t
1
1,Q,
After
reviewing
the
Jense 24 Or App at 11, 18 (distinguishi promis not to disclos
referenc rrrfersubmissio
of
irrfomtatio
in
confidence
(see
App
C-4).
ʻ
A
;·Z
.
t·ʻ
n,
ng
e
e
e
merrerr
m-4.. Y..u......
n 2°°PublinRecor Order
) Marc 3, 1997Poo—saʼ-key/ (se
_f; ·
1'JC
(W1Ann
1')A
1QA..'1<
F-37)
i
V
i
_
“Y“1Technolog v. Oregon6'tat Lottery, loo ur App 124, re-1—
.
_
-~
ʻ
_
·
.
.
.
ds Records
, grdey,
h April 5,, 2002,Willeford
20 c
See Public
M€Hd0Wbf00k/Mytone
P2d
L88 (1995)
(see App C-14), see
_
tremier
y
e also Publ1c.Records Order, March
¤.», 4,
—
. .
.1
OSC
·
zoarrerrecuru
zruuressrrr
.1.--. - -....
._ _ . ..
- Om
,1-1-.
7s1·1·7.rm—m1¤
aaameeipe rrrrarrorar
Hmneial emma
stems or
of pmtre.
names .....rN......r
responding
to
Request
3
Rli 7 °aPil°“mg letter to Pubhcb°dY Fm Semems PurpS . si-;
rr --1,.1c·.
-1.1,..1..,......1e.
Am r:-<or
..
g OI S11I'D1\1$[316 DYUPUHYI WCC
1 APP e,
P1. F .1i ..--1,1 .... - Z- -..1:1.:-;-.-r rl --.-. .... r ---A..,1 4:...., ,11:-,.i,........x {me A1-mʼF;z15R§z? ?E§€§§—?§.§fék¤!s
m sale
Y "JL}.
.209
n1
U1" A .
. rr-,
I-rr1r¤.1e
I. . - rr .-- rw 1 Ax
Confidential,)
was ll'lSl1tl1ClCl1l tO exempt record Ill Ol'1'l
I` . -iʼ
°m9Y
m disclosure) KSG Lʼ»QUdllllcatlons
···- (frm;. l'%O Or Ama1......1..1}$$6. ··*-·
566 (see ADD (Q-14).
ʻ¤--t re 2:=;,g.;.r
··· ·
ʻIʼ1"
"at
ʼ S***7
disclosuontheparticulainfonnanprovidintheinformatiobut
re
r
t
g
n
D11l·J{r~
D¤nnrH¤
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IKCUDIUS
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1: 1
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ip
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78
PUBLIC RECORDS
PUBLIC RECORDS
79
determined is the only information for which nondisclosure can be
concludedthat the response of the applicantʼs former private employers
,
_.`I justified.
We denied a petition for the release of "actual quotations made
were exempt from sdisclosure becaus the identities of the sourcescould
_ E.ʻ·,
f``.1 by * * * employees when interviewed" for a study conducted by the
not be adequatelyprotected by
e deleting the name or other identifying
V· _ Department of Insurance and Finance. Although only the names of
anrmmatinn.
Thusthe
interest
in obtaining candid and complete ,ʻ',
1uLU1.1u¤1uuu.
s umu,
1....11. public
r...v.-..---- i_
3
1, ,iSS employee were submitted in confidence, revelation of their recorded
employment referencesrequired the public body to keep its promise of
even in an unattributedfonn, unreasonablywould have risked
-, _j;jQ
Q comments,
s
confidentiality to the sources.2l
Q disclosure of the participantsʼ identities given the familiarity of the
f .i-. _°i
l
uwvhwmi
V.
*
*
In the case of° an advisory cornrnittee charged with making
·.·
s employees with each otherzm
.
rvf-`l1»1¤111·¤hrʻP
Qflfi l:l112TlC€
'FOT TCfOl"ITI
1-2:......
L,. 4.1... T\A.».,1·+v1»1¤1»1+
recommendation to the Department or insuranceand r-rrrarreelor rororul _.
For similar reasons, we denied a petition for the release of
ofthe
Oregon Workersʼ CompensationLaw, we determinedthat the public _ʻ F- —
s
f· `. ʻ employment references provided by private employers to a public
interest would suffer by the disclosure of the committeeʼs minutes and lei·
215 Altl-1:111:1-I1
Hap f`r1rnm¤r
` ʻr li
i
'
V J'
7 -.-.---1j,.....L
.L`A..
-.1. ...1,.....»..w.+
ii
_ rggmployer regarding
all appllitailt
I01ʼ emp10ym€1'1I."”
Altuottgrl
ure rurrrrer
working documents.The final report of the committee had been made ;Q
Z
—
.;e1nploye
did
not
object
to
disclosure
of
their
names,
they
had
requested
public. The committee was composedof representative of employers and_
ii
;
confidentiality
for
the
particular
statements
they
made.
We
determined
that
rs
workers who had been assured confidentiality
by the department. Because 1
s
QQ
the
contents
of
their
statements
were
exempt
from
disclosure
because
the public interest in encouraging parties with competing interests to work T
QijʻQ;i1 _i1·; revealing the substance of the statements would necessarily reveal who
togethertowards reaching compromise on these important public issues,
_,Vifliad madethe particular statementsThe former employers had referred to
outweighed any public interest in disclosure of the working documents, we}
.
·. . specific events and decisions
in evaluating the applicantʼs work and
concludedthat the exemptionappliedfn
- . 1thereforedeleting only the employersʼ nameswould not permit disclosure
If confidentiality has been requeste and assuredand the information
zi 1while still preservin the confidentialityrequesteby the citizens.
is of a nature that generally should
d be kept confidential,the good faith or
g
d violation, in a report madeto a
1 ; I, . elfthe information
received is of a law
bad faith of the person in submitting the information is relevant ztoli
-: law enforcemenofficer or to a legislative committeeor staff member,the
determining the public interest in disclosure of the personʼs identitygflfof the informant may be exempt from disclosure under ORS
t
Disclosure of the identity of a personacting in good faith is contrary to the
l;92L¤502
dud ORS 40.275, Rule 510 of the Oregon Evidence Code,
public interest,but the public interestwill require disclosurewhen a person1
to
the
government privilege not to disclose the identity of an
(9),
provides
false information for vindictive reasonsm
*
`~.11·11·n1m·1¤1·
nvnh
IʻiL.-)UL\“I·I
¤-s1rrs:ss;».4.-;-.;---..
--.-`.- 1T
:.c Tha
1.1..- 1"R(11l11'E1"|'IE11TR
..,.,...;..,,1-..¤...4.. DT
me (IKM
ADC
100
<{Y>/A\ LU1
Fm· 11.l.J.U1.J.1.1cu.rur.1
i11f`m·n·1atinn
s
If a communicatio submitte
in
fʻV°“
1* um *¤~1¤¤¤¤¤¤
. . .and. accepte
..
1. confidenc
. ---ru--n-1
1rea-.;-1-1resub
confidenc
arenot met. vi U-»- -»~--~1-J ~· ·· — —
som infonnatio
thatreasonab
should be consider
,
n
d
e 1 contrdent1al.an<r;e{;
¤=¤
— —-mrtte_drn ii
e Corrections and ParoleJBoard Records
(5)
the
publi
interes
would
suffer
by
disclosur
and
the
e
n
ly
d
ed
1r,gr@rsr;_,rr_yii
—~_· l92.502(5) exempts:
contain
information
for which e,there is no reasonabl
c
t
.
confidentiality,
then that other information is not
s
e exempt and
_.?.or record of the Departmen of Corrections
separate and disclosed. ORS 192.505 Sometime the name of_iricluding the StateBoard of Parole and Post—
Supervision,
- rilnf`o1ʻr*r1atio s
t
,
1..:-..... ;..r.1r.11·. asm
11-11 the
identitv -.... - T .1 sp..· ʻ>*-r=$Qʻ;,;ʻiʻ:;E
d
s i11Fe1~ma
—
ico-the
extent
that
disclosure
would
interfere
with
the
rehabilitation
1IʼlIO1`1'1'l3I1I, ELIIG 1I1IUHI1U.l.
uurrr . wurorr
ur-..»
rrrrurrrrurrt
s -1...;...,
Prison
Z}:
· ·ti- * ʻ _n
M....r
1 +1m1
1el1
ntʼs
.-ʼ
1U11
1 fof<_a_§1pin custodyof the departmentor substantiallyprejudice
..I -,
`ʻ-orprevent the carrying out of the functions of the departmentif
,·ʻ te: =1ʼ¢t1s `
it 2- erson
--.--
fm Public RecordsOrder, January 15, 1997, Burr/Freshour (seeApp F—37)
%¤
2“ Public
RecordsOrder.
Julv -,1. ----,.-...1991,Juul (see
App
F-24).
ruuuvrrxvvv-uu
V----,.....-J
\.
rr
I
i1. r..5·i;&;§ xtc?
—21Hoo TechnoloCor
—
.
- --- . . -- ,.
.
s
,
v. OR— 16 OrApp2937 P3
OSHA, 8
,
d
,
'
Petterson
i
”
(se
e
Publ-11,.---,1Recordr\..-1,..OYd
July
Rhoic
($9 AP Fai)T............ 14.11989
C 1 0(Y7
`D»1»-»-IIZ`1·¤¤I¤n11r
(cpp
Ahh
UIGCI`. JBHUKYV 13. 199 I , DUIT/lʻ1`€SI1OUf
(SCC App
ic
s
€1`.
n
9 P
·“. ʼ.¢§ §@-1»"?·$-!§€ʼe-'*Eli31=?.-""·ʻ-ʼ-D11ʻL11i.-.
7I*UDl1C-KBCOIGS
ʻir5e2i.$i¤
·ʻ
iare
.-1
-
-
,
.;· ».
-,1.. .. W1 1 :;,1
2 d0-19)
gy
p.
(SeApp
m Id.; Publi Record Order April l2, 1990 Bower/
e
c
1
-.4.1....
a
eww
xy;
·
_
pr.,.1.-.. -;.,P
igig. -,.. e.
g
»
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= 11
"
rr
-_11)·ll
I-4-%
.1*
l._,
l
`1ʻ
l'- r '
80
l`
i., "
i¤if;
t
216 outweighthe public interest in disclosure.
conidentiality
clearly must
,1
'
!· .3
I
1 1 ",
I.
:
{1
.
l-. 1
1
11
1;
jirk
13·`i
i,ʻ
`i
1.
fl
·
31aer 11
mrstndv.uror would
substantiallyI...prejudice
preventcarrying
1_ʻ
PCLDUU
lu bubtvuj,
vvvuxu
¤»·.v.»»·..-..-...J
._, 7.-,,,
r or
r _
_
_ out gf j g`
¤m1
1
_j·'
departmen
or board functions. ln either case, the
public interest
-.
1*1
1}
y. .
yl
ORS l92.502(6) exempts:
recordsareexemptif disclosurewould interferewith the rehabilitationof a
l' pi
di
13
s1
tls
»;1'
re
1ʻ,
Q.
2
-1
"·l
[11
1;,1 1l
r1—
lp ,15
=;~`
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¤-11,
l,·:_"~,?
*.4
it -`l_
1 1;;,
1
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1il1
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fr"
-_1
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rt
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it,. 1`·l
lll _i"11|!
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.1*,1,
*1
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1.
-1*
iirf
t;ʼ” 1·1
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°1i-1i
— .'·_
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lgr 11
¤~ `.
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kv
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11
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i.
1 Tis
Records, reports and other information received or compiled
by the Director of the Department of Consumer and Business
Services in the administration of ORS chapters723 and 725 not
otherwise required by law to be made public, to the extent that the
interests of lending institutions, their officers, employees and
customers in preserving the confidentiality of such information
outweighsthe public interestin disclosure.
If disclosure would threaten or impair the depa1tme1; ability to
1tʼs
preserve internal order and discipline in its correctional
facilities,
`
A1—»-1
1
.
»·1¤»»
.1,,,
rr
Ring;.
.r.. 1..-r11-....r....
*7*1:
....1...+,m
maintain facility security against escape or unauthorized entry, or to ʻiif.
— ORS chapter 723 relates to credit unions. Chapter "/25 relates to
protect the publicʼs safety, or if disclosure would interfere with the jgeip1 e_ l aconsumerfinance.
rehabilitation of a personin the departmentʼscustody,thepublic interestin f»
j _,
_rg
(7) Presentence and Probation Reports
confidentiality will, in most circumstances, clearly outweigh the publicat?i'"'
g _,=;
,.,_ ORS l92.502(7) exempts:
interest in disclosurem We have concluded that both the medicali
...
npmm LS llluuc
mam; LU
rm urm·H1pA
with
the
mmr 1mAe1
ORS 127.077
screening criteria used by the departmen in determining whether
»,ie?DV
I\UPUl
rucu
wu.11
Lum uuuu
urrus.4
urn.;
ro I .¤ I I or
ur
·
inmate \z£lL1
can be
out
oft .,.....-..
state ...--..
and the
departmentʼs
policy andii_
1Llll1ClL\4
U\.» transferred
Lxunxunvnnuu
Vue
VA
,-...
r I
`:ii
F
M.-- M.,
..
,. , i r of
______ ,,.,_,
procedures on the management of hunger strikes are exemptbecausORS .137.077 governs the disclosure of presentenc reports. llrose
to
manage
_·
_,_,
e
disclosure would jeopardize the departmentʼs ability
Vreports are not public records. Under that statute,
e presentence reports may
_.
ii`
control its prison populationeffectively.2]8
2b disclosed only to: (l) the sentencing court; (2) other judges who
rrr
,;1j
81
(6) Lending Institution Records
The test for applying this exemption is statedrn the alternative: ine
l
;l
,;itj ·.. PUBLICRECORD
.
3.
§:
q.
S
the public interest in confidentiality clearly outweighs the public
interestin disclosure.
i. 1 '
-
!
PUBLICRECORD
S
-.1--
3,. .,..
Department and board records pertaining to a person who is or hasc.ʻ
_`;, e participate
in a sentencingcouncil discussion of the defendant (3) the
e
,, Department of Corrections, the Board of Parole and; other persons or
agencieshaving a legitimate professional interest in information likely to
another provision of the Public Records Law for a period of 25 years
` `Tbecontainein the report; (4) appellateor review courts or courts hearing
terminatioof suc custod or supervisi to theextenthatdisclosuréiofff
Ygiostrelief cases;(5) the district attorney, the defendant or
d
iigcotrris
the
with
convictionfor the defendant and (6) the victirnm ORS ,137.077 also
n recordwould
h interfer
y
on therehabilitati
t of thepersonyr
public interest in confidentiality clearly outweighsthe public rnterestgmgg
.1
.;
_ . .
_
el
beenin the custody or underthe lawful supervision of a stateagency,i_
·”
court or a unit of local government, are exempt from disclosure
di
O
l9
T
i
a
ex
t
t
le
1.;
(
0I;
COm
O14>Wmad1Oapmea. aagrsncirc
m
dl
R
9
9
hl
nd
S
f
n
u
rrr*t1tr
n
en
n
ecr
ums
sc
R
2.
hi
s
n
ce
o
h
gi
irmclg
;<
g
1;§igt
cdS chate°1° y er
dciefietanc
Su
—.·;rces21
dp
es.
loS49sspti
eslgsthg
i§§Cr
s
b ʻ
e
ʻ
on
2. 5
ʻ
,
ʻ
p
. .
.
.
V
°
iinoie
l yeais old unless expressly excepted by
—
137.530 relates to rnvestrgatrvereports made by parole and
192.496Seediscussionbelow of RecordsMore than25 YearsOld. ʻ -·..
=ORS Uettieem
at the
Aireetim
ef
the \.¢U\»IL\»
emm unxu
and the
statement of the
,,:.}§£ ]'$§]§$&°;§rfi§1i·EPL`UUCLLLULI
LLLUULD
G-L
LLLU
U
UUULLULI
U
L
LAAU
uav
uvuuvaxavaau
TT""“Tʻ
“""ʻ“
"ʻ "" ""'"""
" "" "'"'
``"`7 "
.
1 .,.,·;;é__ ·ʻ = ·`- `
~ . ;5 , §g%tgrrctrm¤;ta1<en
pursuant to a presentence report.
r .?T&=.»;..
. ··.ʻ.:~ʼ
,_,:.·.* -·. ~(
. ._ Q
.· y .2:. . ·.:4s·*:it Argh ./ʻ=n·ʻ<
ʻ· :fv=' %¤?.¢·1°:`j ·ki¥iʻ
J*·£5"7ʼ <V
¢r?
;· 5
_ · -.
=. ʼ ·=.<.;
ef? ·»€§;§ Q,
Li
·
·rt€-?@:s Y· .
i2l9
·
'
'
¤--.."`v ʼ?`?: ?ʼ.
SQ? `Hʼ11r1f v pnm1»m1· Imc F n
P2d 201
(1995)
135 ur
Or rxyy
Arm 144,
17.5. RQ
LLMILLU
V. Put"!/ʼ1c/U .uʼ1.> pu., 1.1.1
z.·v¤
M Turner, 22 Or App 177 (see App C-3).
; .. ..*Veee;}. A.E-... reieas ;·; · -¤¤¤ ¤1—
.
.
. uyu . ron
.
.
c
R
ofI information fromʻ, presentence report through trial testimony not
Zn Public Records Order, January 26, 1993, Patten (see App F-28).
A I.
4e
s
xéeélwrrmtted
under-statute) ( see Ann C-14).
1\\aV\l1\.l¤
UULIU
2*8IPuhlie
Records \JLuv17
Order. unxnuuxj
Januarv kx.
26.ʼ> -¤/JV
1996.5 V-·-.,,
Gutbezahl (see App F-34).
arnnazb
.—
. 5:..
.. .
.
—.
Jeri
·· e · ——J; -·
22£¤·
·$;is§·;.%=ʻi·fq?mi%>%*¢€
¤$-gets
sew - ··— ʻ
#
·
-
tz. n
_
82
g
1l'> ·
r1
1*;:
1'
PUBLIC RECORDS
.__
ʻ ;.:1Z
P·. ..
.
».
l~·
ORS 192.502(8)exempts:
r11¤r·ln¤111·r¤
ji .
: ʻ
r ..
»
l
i »,
;
'
`
li
S' '
1
.
4
j. .`· ;
lg ʻ `l:ʻ
*·:if.;]
.
it
tr.
1,
.
5 f;.
Q
$1
~ʼ·ʻ
*.
¤;·
$ ~*1
9r
Hi “:·ʼ
A
L·
$7
w
5: ·.¥ʻ.¤·
..`.·[
. &,
rrr
?. it
`Y
1
t1»_j
i· ";i`<
ri ~1
.ʻ,ng;
*1.s. 1
g · 1·
}. 11
ii.@
*: {W
,y>tl
.,
2=!;
11 i~it
JEm Yi;til
· .·
W
si W
r
e
11
Qp` ` E
(uf
»
1'U·
%
le
i? . W
ni" wl1iCl1
%
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rw
ifjr ·
51;;:;
.,v
itat~
`··:.
Ell Y
ill
a
ltliwT*
iii
.'
"<·.Yʻ
;"y{i.,
A
·
CIILUIUILIE.
¤11+`m-nina
on
.1
r-. -1---1
the
LLID federal
1.\.•uv1.¤u
---1:....
1A¤.··
I-.-!-`
DOl1CV——lOSS
penny]
¤.»..».· OI
ed
prohibif"
Other Oregon
gryiiii (9)Exemptions
"-'°"`
I
""
.4
·F¤ri¤1·¤l
ICuCIui
on
Statutes
ʻF111·1rl¤.-.iQ
iuiius-—r¤
H
(\1'\lV
mr--
--.-.c:;-.-r:-1:r..
-.--1.--1.:--
-1.*
....-.
.. ....
A
..,....-..,.A
1....
.....
f\..M.
THC COIlT1Cl€1Clil3.l1lZy pI°OlZ€CUOH OI 8Hy 1'CCOIG COVCICCI Dy 3.1 U1`CgOI'1
-4.-4 -.4...
-.1+.:Aa
A!-` 4-LA D.11~1§¤ D¤»A1·A¤
T mu ir- i1»mn1·1»1n1·¤+¤r1 11·1+r 1+11:1 Dul-xlir—
statl1I6 OUISIGG OI IHC 1ʼuD11C RGCOIUS Law is muurpureucu
mtu uic ruurrc
1
`
uuiy
1.-..-.
_
.iiʼ,
`i»
_ ORS l92.502(9)(a) exempts:
., .
..-.-.....-4.J....
.....1
{TDC
1(V1
CIV)/O\
4·`l·»¤ ·(-`bilnwnl
lun:
¤v¤1-•n1»x+irx14
exemption
19z.nuz
recrer
exemption
11elaws,
d aand
yURSfor
pt
r tne
h unedite
Sraw(9),
we
denie
reque
disclosur
of
an
copy
of the
,
(zs),
ar
.
1 StateUniversity
security
office
daily
log,
which
records
arrests
d
st
e
d
j
Establishing
reporoncampTh univer disclo th informat
for certai exempmateriai.e.,studentname andpersonall
ts
us.
e sity Thised
e wa
ionexem
whic
informati
ninformati
t
l, wa delete
sʼ
s
y
192.496
whic
on,
h exemp
s d. "[s] s recor
on requir
s by
pt stat
to be exemp
(4),
h from
ts drsclosure
tudentStat
ds andfedera
ed lawboth
e
release of information directly related to a student.
e ..AA.·..¤¤
l r. 227 {1
M =.am¢. ʻ §.d;§.aS.t.
,1....:-,t,r:..,.i,.......,. ."
. ..0...... .,...
22 See 42 USC §§ l320d to 1320d-8 9- P-L 104-191 §264(c) .ctGI11eC1
1...-1;t....0--- ..--..1....--.
....
...-....%.1.... Act
M srrqnm
Insurance
Portability and Accounraornry
orHdryyo), as
-13can
C. .1rare
. ara. 16
1-- an
...._.
C11sClOSuOI me names anu auciresses or ourrgors iii
1
..
4* 1....
1 ¤¤
+`.·.AH.m11
1ʻe
Record Order,Septemb 2, 1988Smith(seeApp F—l
·¤ 3).
s
er
,
22 Public RecordsOrder, May 2, 1989,Redding/Facaros
(seeApp
0 F-19).}
d
1Public.Record Order, March 28, 1989, Clark/Chapman (see App F—
1.
1m Public RecordsOrder, January21, 2003, Kubat (seeApp F—5l).
ii ;**ORS..35l.070(4)(e);
20 USC
§ °'—"
1232;;;
Public Records Order, January 20,
»:;r1§j:i ·
`A
7 T _ ' V ' ;'\ `/\'/7
_'
" " * O
_ID)
»- -____v
m See 20 USC § 1232g (relating to student records).
e I f . ..r.A;r¤¥.;-A
s
18).
-:
'
.. ·ʼ:.`iʻ»>.
.
.;*55%
{
M
g12§Q,·FNeedham/Edgrngton
(
see
Ann
F-16).
F;.
.
22 IʻuUuL;
1>..r1r izemrrlg
Order. ucywiriom
September 20. 1999. Michael (seeApp F-43). 0 z :*23
Lxcuuiun
uiuer,
3
. . ·4 a.—
. raw
ʼ>.~e¤”%
$?
~` .
I "'1`
$3s*
. zi? “ -:€e*r¤th·2ʼ&zir$¢-mii.
- .-.;_
2£..
2|·-
a
.·
I ;-·.
Zr"s"
iS
information the disclosure of which is
prohibited or restricted or otherwise made confidential or
privileged under Oregonlaw.
ffr·exempoutsiofth PubRecoLa Arep toth Boaof
—
tions de e lic rds w. ort e rd
,
(pl
ʼ*ij;`
.
_;_
j_*·§r
83
-I '- Records Law by ORS 192.502(9)(a). Such a record is exempt,
The many federal laws and regulationsthat prohibit or limit disclosure {
fl_ —nonditionally exempt or partially exempt from disclosure to the extent
of particular records (e.g., public assistanc and unemployment insurance
{
i_
privilege
_ `Pprovided in the incorporate statute.While the attorney—
records, certain studentrecords and
e records containing "protected health d
client
Yrecognize by ORS
40.225 is also incorporated
by this statute, its
information"22°)in the possessio of public bodies of this statearebeyond,1 oiʼ
davailability asanexemptionto disclosur is narrowedsomewhaby special
the scopeof this manual.
n Individual public bodies should be familiar with ;..c.
..
I irules set out in ORS 192.502(9)(b),
discussed below. tSee Appendix G for
the laws and regulations applicable to any federal program with which" ii`
e
Qji
_ `*"ʻ"
jr
V _
exempting informationiifrom public
they are involved. To claim this exemption,public bodiesmust be abletoj ie'. ʻ Va partial list of Oregon
point to a specyic federal law or regulation thatprohibits disclosure. For.;
_ . disclosure
example,we concluded that the Oregon Department of Agriculture isi?
(a) Personal Information
.
subject to the samerestrictions on disclosure of federal Food and Dnigie$Y?? r
Af .-.111-.1% 1-www-A A»·A¤1-¤ i1111¤h-qtpe
¤m1·1p nf thece
ctcahrtnrv
·ʻ
,.......-.. OI pLlDl1C ICCOH1 OIUCIS luusttutcs
r».j. AA SL1IʻV€y
Suiric:
ui trrcsc
statutory
Administration (FDA) records as the FDA would be. The federal`€i"l
»
regulationsprohibit disclosure of FDA law enforcementrecords,irrcludirig};
.
Nursing concerning a possible violation of the statutesregulating the
FDA investigation reports and internal memorandazzl Also, we;
ʻE1 nursing profession, ORS 678.010 to 678.410, is confidential and not
determinedthat regulations promulgated by the federal Social Security;
:`
to public disclosure under ORS 678.l26(1).225 ORS 179.505
Administration (SSA) control the disclosure of SSA disability program.
prohibits disclosure of medical and psychiatric records except upon
recordsin the possessio of the OregonDepartmentof Human Services}?
of specifieconditionsuc asORSl795505(3)(a) which
We concluded
n that a federal law or regulation which expresse a
d uponwritten
s, consent
h ofthe patient.""
—(e)
prohibitory policy, such as the Buckley Amendmentsto the Freedomi.,idisclosure
ʻ
InformatiAct, ISto bedeem 3Pmhlbm WG lf thc
. Somcasea recorma beexemundebot OR l92.502
g
tQ·ʼ
% `rʻ-`ti
.*1
.f:'
t
ZE `=f·`
.. _.r
- ~
1rI. ·'I t ·.
l 1€.
J..:'
'
ʻ "
—J— --- 1·.L`».......·.4.i.`..
Any
public
records
or information 4-1»1
me
disclosure or winch rs
¤
prohibitedby federallaw or regulations.
·
S
j
V. l
(8) Federal Law Exemption
PUBLIRnconn
C Public
s records or
¤a
=ʻ1£`·*·1 »
.ʻ
RL . ʼ· *"ʻ ʻ ʻ
¢·
`
,
1
.v
~.
Poeti rrecort
c
os
the Oregon Child Support Program basedon 26 USC §§ 6lO3(a)(2), (l)(6)
PUBLIC RECORDS
85
Z
., P
84
l
i1 `if
statutegrants specified persons special accessto certain records, unless
ami
r1·.\
and
ORS
314.83
an
418.13 Thos federa and stat
_` otherwise provided those records remain "public records" subject to other
dllkl
\}J)\"r},
anu
waxy
..{,. ..---.-compatible provisions of the Public Records Law, including the
`' Q.
prohibitions
are incorporated
into
(A\
5
d "the
5. Public eRecords
l Law by ORS
e
»_ exemptionsfrom disclosure. `
`· ;
l92.502 and(9).*2
.,
- ORS 40.225 to 40.295, the "privileges" section of the Oregon
provide
for
the
confidentiali
of
Y
The
Public
Contracting
Code
(8)
8
Evidence
Code, includes the lawyer-client privilegegil psychotherapistan·¤1¤r*Xl
IQQTIPQ
`l'\(Ti"l(YE
OF
..,.1.. A ..1 .....-.-1........s
_ g ʻ 1_ ..I patient,physrcrarr-patientand nurse—
proposals until after the contractingagency
issuesnoticety
er ..1..,....., .........
prrvrleges,“ʻ“ school employeea contract.229 See ORS 279B.060(5) and OAR 137-047-0450(2) for goods gg
iiii 0 ʻ student privilege, clinical social worker—
husband—
clergypatrent
and services contracts; 279C.410(1) and OAR 137-049-0330(3) for public gi . ¤
client,officer andwife,
penitent,sterrographer—
public
identity of informant
improvement contracts. Under ORS 279B.060(5)(b), after providing ...
1.These privileges are incorporated by ORS l92.502(9)(a) into
employer,
notice, the contracting agency may continue to keep confidential those*1
`' . . qihe
unconditional exemptionsunder the Public Records Law, though the
privileges.
parts of a proposal which qualify for exemptionunder any provision of;*
i(
lattorney—
privilege is subject to special treatment under ORS
ORS 192.50 or 192.502.However,oncethe contractingagencyprovidesf .ʻ.Y' ,_ . i192.502(9) discussedbelow.
client
notice1of intent to award a contractto which ORS 279C.410applies, _. _e
_(b),
privilege and the
may continue to keep confidential only those parts of a proposal
r·l_1YQ-» We concludedthat both the psychotherapist—
s
.
.
physician-patient
privilege
protected
the
medical
records
of patients at
}.;
_,
patient
qualify underthe "trade secret" or "information submittedin confidencdjf
·
Unless those privileges are waived by a
exemptions in ORS l92.50l(3) and 192.502(4), respectively.
-°-iDammasch State Hospital.
ripersonal
representative
they
remain in effect after a patientʼs death.
233
279C.410(3).Notice of intent to awardis further describedin the
,
However.
ORS
192.49
requires
the
agency
to
release\·•n-AJ
airy uvwvxn
such >vvv•·
records
I
L
I
VVVUVUL,
\/L\\J
A/1-4·
I/J
l
\
J\·1\·|-Ll
\
l
U
\»»\.A Ul
-b\lAL\-lj
l·\l
Avxvvvvv
GeneralʼsModel Public ContractRules at OAR 137-047-061 and
\J
that
are
more
than
25
years
old.234
5
0
l37—049—
~
1
li I `
EI"1
2- a.
J
_
l
e. 1
{ 5
1
5
L gi.
1
l n
ri · ·`,'... .
~
1· °»`
,`.
a
: ` st
3j
= is
Q
. 11
u
J .1
l
r '
1
l`.
if
it̀i
E
i
li
5` Q .
,.
_»r|`.`·l¤`ill
lp
irl,
ry .
:_ —»
31.
_;j1
1ʻ'i~=1r·ʻ;
.;.r`(i
1
1_.
.!· ʼ~`..
rtl
iv
#` 2i~1.
¥i`
it112
Qi1qit
?1..`·"
1
=·`ji .
~1l.`i
iti
1: ·~.if
,;iʻQ'
1* ·'.=
1
·."i
lst; "ʻi"ʻi
fr.,
1
Ig
.ii,
ici":
gy
iE.· V·
—
l
_
The "public officer privilege" in ORS 40.270provides as follows:
_
and the time set for bid opening. See ORS 279B.055(5)(a)
rg`, _ A public officer shall not be examinedas to public record
279C.365(2)(a)and (3). Once bids have been opened they are
to
;i*- detenninedto be exempt Hom disclosure under ORS 192.50
s
, bidderhas
for publicinspectionexceptto the extentthat the
4; . i" ·········· - · ——— r - —---- --- ..... .-- -.-. . . . 1.
YYdesignate, parts of the bid as trade secrets,which may then be exempg i
ii. -_}j?
— » —d
_ 2·5O5·
from
disclosurunde OR 192.501 or asinformatio
'_it is not possibl
to nullify an exemptio from the disclosu
——
publicebody in confidence,
which
may
be
exempt
under
ORS
by
calling
a
public
officer tontestify about exemptrecords
or
r
S (2),
n
`i
e
re
SeeORS279B.055(5)
subpoena.
The
court,
of
course,
may
require
testimony
or
productioir
if
"
(c).
The Public
RecordsLaw is distinguishable from statutesthat ihe
Yeoordele not in f¤<=¢¢
to exemptionBids
0395.
I .
1
ri;.
i
=
ʻ
i-
" e :""
p8,I'tlC\ll&I'
are confidential, but only prior to the close of the Invitation to
toʻʻ** rc SpCCl3,l
·*··ʼ··i*·l BCCSSS
¤~ʻ·¤¤¤ to
oovernmerrt
PCISOIIS
LU guvci
uiricrit
sPublic Records Order,
¤1if1¢d
April 22, 1988, Joondeph (entity with
rermrds.230
Even
recur
ue.
...
. .... ..
228Public RecordsOrder, November 18, 1988,,Dierking (seeApp
22 Public
Contractin Codeconsiststofthe statute in ORS
9
g
s eSe¤ is
and279C
Thedefinitioof “G0H€f
statutor right to certai type of menta healt facilityrecord hasno
under Publicn Records
(see App
y
s Law than
l anyhmember of public)
s
,_..
:.
..;.PLibli
Recor OrderJuly6,1982Zaitz(se AppF-5)
Y- § §§§§ater.;rights
r-,
-; Public Records Order, February 7, 1994, Smith (see App F-29); Public
279A.010 .
.
n 307 Or at ¤ot1¤S
B0 Segbgtat ex.rel F rohnmayer,
304 (seeApp °Y”
C-9) (Public
e
Lawdisclosu
distinguish fromrightto acce througdiscove
e
.-,.
order rrriv22.wss. Goffred(PublicRecordLawdrsele
Se "“ʻ”“ʼ
"*?ʻY*ʼN`? “"ʼ *f““ʼ ““"Y`ss Y JJ;]
re ʻ“""ʼ“ʻ°Hum
able
h Q-.-.,;..
ry
"VITHI
TCUUIUD
1
Aictinnrrichnhla
1'iQʼl'liZ Hlld Dl`OC€C1LlI€ i£IOV€1`1'1l1'lg &CC€SSsIO `
-€·`?ʼ »r-{erin
" ··ʻ:S§ey¤ʼ
1>..r.rr.n...-....1.
L1lSLll1E.Lllb11l1U1D
uunn
n;E,u1. cure 1.,. eeee
e
1
. *-;F§ii*
r£¥s:5.{....
.'-.we ~e;$;r=2·
egiei
V1\.L\1
Lvvvnvv
I
\
za
· -
_c
%
al . `
if
.
lr¥i·..zʻ
1 z `
,3 . ,
its
1. 1_
2
';:e~ --—.··;_-·ʻe=§
. ..<===r
»I
,».··r·,+$?;:
£"
ʼ4¤e§éʻ ·
·.:·.-.
ʻne—:~ʼ
ésirst ·<<3s=e$gga§r
. —,_..e?&?~:a@?S===;r%*
. .35ʼ;*
VV "' e¢ ·"<¥-S
..
ʻ
e :~
Reoof Olde Febmm7.199 Sm1fh(seeAi
·\4/,
ee-e..·,
1
$1 HI
. it ie5`”"` ““"
ʻ "ʻi"#
" M ʻ " ʻ "ʻʻe Ve e s
, 5, 1996,Wr1ght(see
,
order.ds
Febfuary
AppeF-34). .
_
ORS
et 15- (beeeu ORS 192.49 operate ʻ1rewvithste
that
exermrin
morerhr 25vearscldl.
dS
?. an.-r
y mr annierr.
4,reerrrri
¤i>_F-28)6n se
5
s
¤dmgʼf»
g
m
nuuu
u1\.\.».\11|JL1\J11
UUDD
11UL
apply
"I"1"`J
LU IUUUAUD
"ʼ
"'*···—·
l11U1\.r
·—~~—·
—
l.A.l¤.|L
/-.4
jvbuo
vnu}.
eg 1... PUBLIC RECORDS
87
.1
i E
In the usual case,if a recordis not exemptfrom disclosure,it must be
(b) Attorney-Client Privilege
—
? =
madeavailable for the requesterʼsinspection. But ORS 192.42 provides
another option with regard to the information covered
3 by new ORS
Recordswhich areprotectedby attomey—
privilege, ORS 40.225, f_
I
192.502(9)(b).
When
a
public
record
is
subject
to
disclosure
under that
:
client underthe Public RecordsLaw.
are also ordinarily exemptfrom disclosure
provision,
the
public
body
may
elect
instead
to
"prepare
and
release a
For example,we have concludedthat specified records in an Oregon State ·
Bar disciplinary proceeding were covered under the attorney-client Iʻ.-V ; Qʻ_ll condensation from the record of the significant facts."239 The statute
privilege and, therefore, were exempt from disclosure under ORS ʻ
_- provides no further guidance regarding the contents or format of the
I
{
Vʻ
l92.502(9). We reached the same conclusion concerning a request for A
V ."condensation." But if the public body prepares and releases a
.
V condensation in lieu of disclosing the record, the requester may
memoranda
sent by the Public Utility Commission staff to its legal I
235
V nevertheles petition for review of the denial of the opportunity to inspect
.
V
counsel,and vice versa, containing confidential communicationsmade for .
s receive a copy of the underlying records in accordance with the
the purposeof facilitating counselʼs rendition of professional services to E __ or
staff in a pending conteste case. Communications betweenan agencyʼs- l j liproceduredescribe in sectio G of this manual. In sucha review,the
representative and
d representative
236 of its legal counselmay also fall
_, withini Qi- essreviewing body
d shall, "in naddition to reviewing the records to which access
l=
»i
"
i.....
,
mmmre
rhose
records
to
to
».
`WQS
LICIIIGLL,
eulllyaie
trrwoe
ieeuiuo
ce the
cue condensatio
ee--ee-.ee--e--- determine
---the
attomey-client
privilege.
s
s
facts
~i
1....rp
n
no
»whethe
the
condensatio
adequately
describes
the
significant
Or Laws 2007,237
ch 513, § 5 amends ORS l92.502(9) by adding a newfi
A in the
_ rcontained
V
n records."24
paragraph (b) describing a specific set of circumstances in which thee
nl 1out
°
*
1
n I
·
*
*ʻ
·
1
J- .--11-.1......
..,.r.
-.1----. -1;,.,.. ...;..:
Release
of" a factual
condensation
does
not -..,.:-.,waive +1.-.
the ..4+,--·.».m,
attorney—cnerrt
attomey-client
privilege Ame
uoes mr
ao. exempt
exe...p. a
u document
W,- ....-- from disclosure.
. _
exempt
from
1....p
· V·privilege. Nor is the privilege waived with regardto "a communication
Under that paragraph,
privileged information is not
P
ʼ
_ 24l
ordered to be disclosed under ORS 192.410 to 192.505."242 (Emphasis
disclosureif all ofthe following criteria arepresent:
1 padded The statutesdo not expressly addressthe status of the privilege
• It is factual information that is
-"
with regard to the records themselvesif they are disclosed voluntarily
).
o not otherwise exemptfrom disclosure
·. ·i,Qéijhase on the public bodyʼs assessmenof the application of new ORS
Vd
t
For that reason,
we recommend operating rmder the
O 7lOt COl'I1pll€d in p]
fOI` lllZlg3,i1OI1, 2lI`Dll]`3I1OI1 O1`iEII1
[€pE1l`3.lZlO1'Ilikely to be initiated or actually;
g
thatreleasof therecordthatis notcompelleby a public
administrative proceeding
.:. - =·... -s.-..+A
of
within
1111
nfprl
..
]I]1|,j
_a,|,U\_L
l]_2@_QU,[[_ ..-.
QIQGI meqriorre
L)L),|_],¤L].LL,LI..Ub a
Q. "voIr1r1mr
VULbLL\tGl_y disclosnre"
\-1-l¤V1U¤\·i~1V
VL the
ʻ·•*ʻ·' materials
*·“ʻ*"""*""*'
"ʻi' 'ʻ'`
e
s
d
[§
.
..
..
.
-,---..
--.
·i»
*
-ʻʻ·
?ri·zʻ~i—.éas
mm
2to
osz
{mar
sr
it
am
therefore
operate
as
a
waiver
+1
¤ FIT11T1$-Y1.-. (l eI IRD *I·U.LOU -v\\JDL/
-.
..
. .
. .1. - J;.--4.2,.....
A-F r-wr n+{-nvnnw
toi·..
l-2 · ʻ."`FI*I7\FE`TY1FH.'
J1 I I anu
I..ut.».\u.l.u;v
vpvxuvvu
vw •·· ·····=~
\_;\Jl.LLkJLI·\i\J
VJ V*
""'
""` I '
•
(`1mTmilCdl)V
0I' ""'
Eliil'1€
Cl1I'CC'[I
OI 6,1 KHOI'llt¢yI
_p;;;. ._j.{yn¤..rrrcq,irrir5
ui. ere.- — o
(eye ..,- - l ....
d
s
ʻ`eV. ʻ. n.,;....,.....;....
.
O1'I on behalf
1 of a public body
re....ee
A . .-..1 at an investigation
ʻ
HS Pull U1 du Lllvuauéuuvii
un ee-...,..,- -- 1-
86
ll I
i*
[
:
1
.
l
Z
.
it
E. qi
1
l
1.
;
·ʻr
1*-.
5
Q
»ʻ2
..
i
..
j;_
0tv
.
T
A
Q,
Vt 21
2
?.]
.in.·ʻ;-*
%
itz
rgéf·
¤}.'
vt
if wil
El
. ci
l
*§·g.
?.
·'
.l
wi
PUBLIC RECORDS
...1.-il-e·n4-;n11
1*0
·ri
1
l?·`ʻ.
e iijg -,~_
-·
»1&.i.l:,`
T.i
lily.
=a`=
Ig · , .ʻ
.t`
gt?
¢
5ti`; 1`
¥`i`~;
lll; ` _
~,
iii
lr.;»V
11
%}*
it': .<ʻ
.
rii& ·.
it i di
}.' ·
.n
eiirf ʻ
Vl
In respons to “information of possible wrongdoing
public
·
e body" and
dl-ʻ
2.;.l&
11 »ʻ..
,;~
¥.<
1*: .
V
•
-.-1-- .-1,1-., ,.r .1... ....;.,:
liar °ʻmade or authorized
. l cli?
°
°
72
-
`·i!_;_..,
gi
,-gf',fit
_.,.;
`L1; *9. tid;
:§gér.,·=3*. L` "i`fiiirr.=`
§_
j,,-
·
a
'1`h holder or tne pnvrregerra ........ .,. ....-..----- .
1...-.1
estatement characterizing or
s partially disclosing the
1IlfOIʼl`Il8I 38
10II.ʼ
(10) Transferred Records
.5
__
"pq
`:.,§ri`
=;"ʼ€ ʼ.
15v.
ʻ·`EV
--fi·ʻʼ.ʻ
.
;
e_vʻ·
.e
>
.
;
·
ʼ·-if?
described in this section,
2̀_,_¥1*¤ 1ʻeG0f 01' 1HIOfH1¤
.1;uu.LAL¤J..L\4\1
U]
\».L1. tJuLu;.nv
vvuj
mashe
mlbui.·m
bod m1¤1¤
V`
¤11G xw
¤Sme
¤0H
w
` · ·
compa Drawin or
`§ g
in
publ1c officer 01
€
them t0c any other
d *
v a11v
mg,
*
-ʻ "£CGG1V1I
" ?"”
ʻ·: `
1g
ʻ
i
ié " "ʻ °%
ʻ OR”2·ʻ*23
_»ORS;
we
192.42
S “ʼ·
_»
$~; 192.423
M M-,..`
-40.225(7).
3(1).
§·224z»,mr
-
225Public RecordsOrder, March 30, 1989,Howser (seeApp F—l8).
22 Public Records Order, October 21, 1988, Best (see App F—l4).
¤.-r.1;,¤.>.·-Mrk
Or-der
September
5. 2000. Riley (see App 12-45) - e
""
Iʼ\l)'I1C
KCCUH15 uu
KJAUCI.,
uupterlruer
623
1 LIUIIU
L\vvu1
ve
vv-
23 rms
102.50
9ʻl
7
L}.l\O
L7/...1v4·\;}\u].
8
%
(b).
-
__1]QRShl92.502 exempts:
(lO)
..,.,--..,1.. ,... :...&ʻ.·..·m..4-
·.
:?#E•¤"% i* "“?:Y§¥?
ʼ E`·::
(2).
{1&§é'1$
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§
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g T}
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fix ¢.
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*j
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wg" .1·
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s
}5»Z;§
.
=
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l
nl-A
. 1-oratjthe
al
memberʼs direction.
that has received records from another public body should discuss with the
"furnishing" public body any exemptions that might apply to the
1
(13) Records Relating to Treasury or OIC Publicly Traded
1-pmwk
243Under
ORS
l92.502(lO),
the records are exempt
ICUUIUD.
wxauvn
waxy
x,......
.,..\-/7 when
.
W
V p pj-ay';
- rr U
.
Investments.
handsof the "furnishing" public body, thoserecords remain exempt
_
§:%u.r·Em{···.
.,1=
T
.
. r tg., _-· ;.ii`?
_·
J-, 1»;ij»é;;··»
l92.502(l3) provides:
Luv
J.\.»u¤uu.¤
av;
vva¤.-..v......,
1
1 1 J1 or
-c L1.reasons
for
_, .:ʻP€·` .,·ʼ[*.Y
.Z?::? ,,'».
hands
tne <¢......-:..;...,.==
"recervrngt hukltn
puonc 1-mrlv
cody it-`
rr the
—?;
5 ¤`s1~—;_ʻ=·
5ʻ
1
MT e i.{:fF”*· ʻ LQiijff`,Ti_`R of or submittedto the State Treasurer, the Oregon
remainapplicable.
>
ima
.*·
= ··.*¥.¤:—[- Investment
,.ecords
Council or the agents of the treasurer or council
244 (11) Security
for Transportatio
Programs
Radioactive Material `
'
E·-
:?ʼ·
n
relating to active or proposedpublicly traded investmentsunder
{QR -chapt 293,includin but not limitedto record regardin
nr limririntinn
nf the sihV
FOI'
U1
u\.]_u1uau.uu
S: i··er
g
g
€SlZ1ʻ\'lSI'1ʼtS
népurposof this subsectio
.
ir
_
The exemption
doesnot apply to:
es
n:
ORS l92.502(l 1) exempts:
Records of the Energy Facility Siting Council concerningtheir
review or approval of security programspursuantto ORS 469.530,
¤.-Q· ʻ:,.E iiixf?
1;;,
5.;;
-.e
5-;- ,
M
W=ʻ·'
;gfin yy
e“A
l ·`*:
2.*.
¢ ix ;ws
This provision is a part of legislation setting out the duties of the
Energy Facilities Siting Council (EFSC), the stateagencythat permits the
siting of energy facilities. EFSC and the director of the Office of Energy
must
review and approve security measure related to nuclear power
ʼ
'
ʻ
*
7 ---..1..-.11.1..
A- ..1. <-:ʻ I E T
s
plants,
and the transportation of radioactive
material pursuant to ORS
Stat andlocalpublicbodie regularl exchangrecord with eac
t
other in connectionwith their mutual functions and duties.If a public body
e 469.530. There is also anexernption from the Public Meetings Law for
e
s
y
e
s
h
that has received records from another public body gets a request for those
E5---_-`deliberations of EFSC on these matters. ORS l92.660(2)(ni). ORS
records, it must first determine whether it is the records custodian for _j; :i`~°\_
-Cl92.502
exempts from disclosure records concerning review or
ppprovalof programsrelating to the security of the generation storageor
purposesofthe Public RecordsLaw. A public body is not the custodianof °? t .; s(32)
the recordsif it has custody of the recordsmerely as an agentfor anotherfi lil izonveyanc of "hazardoussubstances, as defined in, ORS 453.005(7)(a),
(d), which may include
public body that is the custodian.ORS l92.4lO(l)(b). When a public bodyg
Q ge
" radioactive material. Seepages90-9l.
is not the custodian of records,it has no duty to permit inspection
y oI.gʼY
.
(12) PERS Nontinancial Information about Members
copying of the records, unlessthe records are not otherwise available,and}
€ʼ]@j Q
ORS l92.502(l2) exempts:
may merely refer the requesterto the public body that is custodianof the Q lr S
records. Id lt is possible that both the public body fumishing the recordsifyfif _` .
Employee and retiree address, telephone number and other
.1 - ....1 .....
.:*;.--.--:,.1
..,.,\,`..A,.
and the public body receiving the records are custodians because
r`l . i 1'10l'lflIl3.I1Cl3.i l1'l€11'1bBlʻSi'lip l`BCOI`dS 3.1'1 CII1piO}/'BC IIHEIHCIZI 1`6COl'ClS
maintainedby the Public Employees
d Retirement System pursuant
bodieshave the records for their own programmatic purposes.ln that
i1'`
_E
the receiving public body has all duties of a records custodianunder the
to ORS chapters238 and238A.
.
~
· 1
1
1 · r~
.· .
1- - -.- -:1--.-;
---.:-..
Public RecordsLaw.
°
.
'.j:j"' *4- · type ofA financial
and personal information 1 consideredprivate
;.
Before disclosing the records for which it is a custodian,a public
.-,
f Epndiiperson to PERSmembers and should only be released
to the member
S
—M
#i?
isi :
; `~ʻʻʻ·:
%
¥f"i·ʻ
lip Y
%i
Q
.
iig
RECORDS
connectionwith performance of the duties of the recipient, if the
considerationsoriginally giving rise to the confidential or exempt
A natureof thepublic records or information remain applicable.
4-I 4lL
E9
1We
w
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?
PUBLIC
'*"ʻj '
.
.-
.
r
Vt-lnL=`pvnlmnca
NNLLL r\?,1ti§.]_t.t.J.§1L1U11, U1S.Uu¤1.1.5¤
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anniiieitinn
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:
"
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11.LV
\a¤\·L1.L\.u.1L¤·
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1.
--1-1-.
..-1-1.--1
4...
_. qZ_¤j The information in investment records
solely related to
A
fggthewarn
paid directly into an investmentby, or retumedfrom
_ʻ·;._(A).
.ount
1j _ʻ
{VL
u
24 See Pubhc
1 Records Order December 9 2004 Redden (State g;E¤?n~»1;·iHV;1 1 ..
·.
1
.
ʼ
. ʼ
ʼ
.
. .
estm
t
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consulte with currengovernorʼ staff regardin requesfor
disclosur
of
_,ʻ
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G
dlmctly
t°>
thc
trcasurcr
Or
Counclb
O
.
.
The identitv
1
1 1 1 1 . .1 .,
. -- U mr
.
·
· of the entrtv
1 to which
e 1 the amount was paid
.
. 1..¤.~ (B)
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”'“ Public Records Order, November as woo, r-iarcleroau (sc. .1,,. 1- _ ..-.
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PUBLIC RECORDS
, `[
,
T
r
(14) Records Relating to Treasury or OIC Investment in
Private Fund or Asset
(b) An investmentin a publicly tradedinvestmentis no longer
active when acquisition, exchange or liquidation of the investment
hasbeen concluded.
i§f
This exemption makes confidential records provided to the
·
Treasurer or Oregon Investment Council (OIC) by private businesse or_{
;
2?
individuals related to proposed or active acquisition, sexchange ori
€*
liquidation of publicly traded investments. The exemption does not·`apply to records related to concluded
245 transactions. After a transactionisi;
1*
concluded, the public agency may not deny inspection or copying of . ia 1
11..,1m
regardless
nf
anv
promises
made
during
IUUUIUS,
icgcuuruna
ur
url]
yrurr...,....
---...--.-.-.U the course of the?
_ t1:
ʼ§}_; l tliii Y
State 1,_;
}
As
transaction,unlessanotherexemptionapplies.
77.1
ʻ
.ʻ
I
. .—
_ l
..:
-
`
ORS l92.502(14) provides:
(a) Records of or submitted to the State Treasurer, the Oregon
Investment Council, the Oregon Growth Account Board or the
agents of the treasurer, council or board relating to actual or
proposed investmentsunder ORS chapter 293 or 348 in a privately
placed investment fund or a private assetincluding but not limited to
records regarding the solicitation, acquisition, deployment, exchange
or liquidation of the investmentsincluding but not limited to:
(A) Due diligence materials that are proprietary to an investment
j
all pubiié 1
applied to
which s1 ii?
enacted SB 64, fj
transactionsm publicly
o
Until January 1, 2008, ORS l92.502(l3)
investments. The 2007 Legislative Assembly
divided the exemption, creating one applying to
traded investments, ORS l92.50l(l3), and one applying to transactions
W-:m+.»iv
Mappa
ammsrmemrFunds
or private assets,
ORS
l92.50l(l4)¤
PIIVULUIY
PIGMCU u1V\.»¤t.uiuur.
Lurruu ur I-1.......-....,---7
-.
.
\ zlrhil
fund, to
an
asset
ownership
or
toV their respective
investment
"
""
“"""
'
' ""
ʻ*ʼ'*
1V
tn
4
*"ʼ“"7
vehicles.
(B) Financial statements of an investment fund, an asset
ownership or their respectiveinvestmentvehicles.
- ..-1-
L .-
(C) Meeting materials of an investment fund, an assetownership
zr~·\
1
1
.·
.
'
1
P
ʻ
r
1
Iʻ
.1
- .
(discussed
below).
Or Laws 2007, ch 152. The 2007 legislation
·.ʻ{ i.p
\"""""""""
" "ʻ
"1ʼ
or their respective investmentvehicles.
limiting
availability
of
the
exemptions
to
sitiiationsgiliyi
$
1,- e
_.i
removed language
A (D) Records containing information regarding the portfolio
1 `iʻ_
where "disclosure of such records reasonably may be expected
substantially limit
the ability of the Oregon Investment Councilfito
-- ..-..-r;..r- :-.1 1..1.1: rw pmwlndp snob transactions
effectively competeor negotiateror, soncu or concludesdcd dadsacdous1
1.;+
Theseexemptionsareintendedto place the stateon an equal. footing
.' , {positions in which an investment fund, an asset ownership or their
_ . J respective investmentvehicles invest. ”
V _
private investors in making investments,by maintaining the
1 (E)
Capital
call
and
distribution
notices
of
an
investment
fund,
\“/
""ʻ°Iʻ*"""*
"""
"““ʻ
"ʻ“""""""""ʻ
““"'**
ʻ"`
r"`
""ʻ
ʻ**r"ʼ"ʼ
}
?
I
Ijqkaassetownership or their respective investmentvehicles.
n__ . ) Investmenagreementand relateddocuments
of ir1f`orrnatioconcerninginvestmentsthat still are under
nprovisionalsoprotect the publicʼsright to know how publiciimds
The
t exemption
s underthis subsection
. doesnot apply to:
`_.r.;gQ·:,The
invested by expressly
stating that information regarding
s
:ʻZ.·l·;
-i:`.`i.·
ʼ*\
"""¥
1 1 1
1 J 111---.--ʻI
-.2.-1.------.
-.L` ---1.
.-.;-.-4.-1-,
. -1...-.AA
1`.'
investmentransaction is not subjectto the exemption.ORS
r-(A) The name, addressand vintage year or
eachprivately
placed
(b)
addresse
the
administration
of
public
funds.
The
exemption
also
does
Q
·,
investmen
fund.
h`
t
s
ami`, LU
m 1LlLU.I.I..Ll6I·u.Un.
im°m·¤- 1v,·;,u;uu..».&
regardingthe
amoimt --of .an
investment,
the retiiriil
sHUULV
env
»ux.v...-..1
t ij· (B) The
"" `"`
"'TV
ʼ
- ʻ· #3 ` I
Y
dollar
amount
of
made
privatelv
ʻ
.LLl\J
\;L\I.LLl•lJ
L&LJ.L\J\•\-LAK\JL the
DALY commitment
\J\JLL11J.J.J.l».I.J.1\JA1l»
A1.1.\·\•~»•\J to
vv each
vvsnvgq
14;.;. ' "" ""J
urlni
nh tha
itʻtVBSi1'
I1S1ʼ1t`
·
F .~ il%~"€.i:
WIUUJ.1
Luv
urvvunssvsac
,.1 *6:05;;
of
entity
with
the
hientity
nation
=-¤r=-6 <\. .'="i »L·
3.1 l1ʻlVCStII.\CI11 O1'
§<ʼ1ʻ$l1°
fund sinceinceptionof the fund.
»
~ liplacedinvestment
saéagt
·m}EigS·i@?
placed.
h. ~C
1
ern
* =$ r
*
-2rz
·l F
The dollar amoun of cas contributio mad to each
1
¢,ʼ;EFwfi`-1
if =ʻ» ... **1Qrgprcivatplacedinvestmentftmd since inception ofthe fund.
$ · faiifi `=?é
?
_' —ʼ `
t
h
ns ʻ
e .
$23;
¥? ¢
ely (D)
The dollar amount, on a fiscal year— basis, of cash
%
1ʻ
·.
asa;-..d1st11butions
received b the State Treasurerend
the Ore on Investment
as
— ~.
y
ʼ
g agents of tho
,....1+..mm-sin
;.
§
%;Ft%—§Counci·l.1tbe
Oregon
Growth
Account
Board
or
the
CIlS[()IL[G1b1@\Z¥s§é§%§1*$i§3»:?iz?#·1*1**-ʼ-v—•·u1wu.,~.ti.r¤
uruguii
x.uuvv
ur
nvuuurrc
uuuru
ur
tris.
ctgvrrco
VI
env
1
.~..i,;;tʼr ʻ;é5,*a.·
ʼ)Ai
.1.
.
Ann
1An
cr:
/..-t-42...-
+A
1
1,.1..1.
..
.1mam`.-Ae
-.L`
nt
.--2-...+nrivntn
1;.
.
usuorsab
cv -v...-- - -- -.yu UH!.
RTN DCE
SRP \J1.\|.J
()RS 111;..4.;.:
192.555 \.r(1`Cl3.I]1'l2
IO
10811-TBCOIUS
Ul prlvutu vu¤¤1v»g¤··g·;§ gE_»;¥§L§€@1
.1-, ._·
fmancial institutions
provided to State Treasurer in cormection - ʼ 1~·1? $5ee;
!
·:e:T=.
;..
¢es12.;r
`
{
¥<=<a1ʻ.·
investmentin suchloans).
ʻ·.
_ ·· _
.
-1 —
1*- . :1ee..m;;..·1;g1..,.
a1;2a(s12¤11.,
;¤1_1,.· .ʼ .
.
1 .:e ·
¤s —
2. ·
1e@2Eij
—1
irésgfezis-··
· - Q1.;}
·;` _
¤·2
»¢=.v;_e.;€
`. ' 1. -1sr?
.:¢1é·.·2
@@31 gee; _..
;¢». Q _. · .
·
1 -:ʼ`.;1i*;sʻ»=sc2¤-:2...:
ʻ 1
.
1 1 L1
1·
—
1
`
_
,__¤___
____ _ __ _______ ___ _ _ni rr nr
__, _ _
_
-:·.·.
.
`l.ʼ.·f*`J=E··?#r
1 - M
1
`
i
ʼ
· ”
r `"'`
` `
i
.1
1-.
or
treasurer, council or board from each privately
ii}.?
PUIE P~E.j.C9RDS..._-L-_.__._.'
93
reportsthat must be submittedunder ORS 293.761and 293.766.Release
ii`_i C
placed investment
of the information in thesemonthly reports would give other investment
manager information regarding investmentsand liquidations that would
s
prevent
the OregonInvestmentCouncil hom gettingthe bestreturn for the
-pi
(E) The dollar amount,
on a fiscal year-end basis, of the
assets
in
a privately placed investment fund
remaining value of
...-....1.-.1 1... me state Treasurer. the Oregon g
8.UC1”ibl1'[21bl IO 311 11'1VCSlZ1Tl
Dy Luc ptdtc
.
. A
.-;1
.1-m.1,..1.m.
r`L»—
C
Investment Council,€1'1tthe Oregon urowtd
mmh
rrcdsdw.,
Account
..-Board
agents ofthe treasurer, council or board.
(F) The net internal rate of return of each privately
investmentfund since inception of the fund.
`
`
`
"
ʻ
---U_,__
OI` the;
V
Accddd. ......1...
`
r4—L-
1-1.---,1
Coun
{
·'Q... Public Employees Retirement Fund and the Industrial Accident Fund. The
, `·,` tame period in the exemption reflected Treasurvʼs practice prior to the
ru Luv x.»At.»rrryt.ruu
rusrvvcvu
srvcmcrr]
_ LIIIIG yuriuu
_ `
enactmenof this exemption.
t·
(16) Abandoned Property Reports
placedC1 . A
1} 5 Q
ma»...a.·.+1¥Fr4
ʻ
ORS l92.502(l6) exempts:
"
.
A
.
·
1
.
D-1
1
1
.1
1
11
Reports of unclaimed property filed by the holders ot such
propertyto the extentpermitted by ORS 98.352.
(G) The investment multiple of each privately placed 1nvesunente_1 1 _
I
fund since inception of the fund.
N
1;{-E-1, p
ORS 98.352(4) providesthat reports of unclaimed property are exempt
(H) The dollar amount of the total managemen fees and cost,s;`;; I 1
from
public review for 12 monthsfrom the time the property is reportable
t to each privately placed?}
E;,;
paid on an annual fiscal year-end basis
=;
and for 24 months after the property has beenremitted to the Division of
investmefund.
j
lp 1 State Lands (DSL). Thus, information concerning unclaimed property
(I)
The
dollar
amount
of
cash
profit
received
from
each
nt
remitted to DSL by a holder is exempt from public disclosure for two
place investme fundonafiscalyear- basis
I 3years after the date the property is receivedby DSL. ORS 98.352(4) also
dAs noted
nt in the discussion of ORSend
.
1;exemp all lists of records or property held by a goverimient or public
l92.502(l3),
the 2007 Legislative
pursuant to ORS 98.336 until 24 months after the property is
·(authority
t
Assembly enacted this exemption -making confidential
records
provided
.
/-4
. $
/r\Tf1\
1.....
the State Treasurer OT Oregon Investment Council1 (Ulu) Dy
to DSL. This exempts a governmentagencyʼs list of uncashe
buSiH€SSOTindividuals related to ProposedO actin] investments
during the period when the agencyholds the list as welldas when
€S
Y
ORSchapte293 O 348 in s PdVste1Y_P1
mvestsne fund
hold the list. The intent is to shiel suc informatio from
r asset
Tinformationmdfe
seeddetdde
m
private
This
desed06SBOI
;..e........;.
and
efeXemPd9¤
to which
the mrts
exemption
- theexempti
i$ doenotappl
d totheidentit
¤P'den
1..
General
an
11..lJ.U1.1.uau.uu
1“T(“
HIHru(ʻ¥`
u1¤..u
ullu
va.
UL
..1..-.----..-..-,.-lululeuhevsl
.bv
nhnvll
wmv
v--____I
H
s
° 7 1 5=s..`§BF§iI22%i$iL-5U¤W·LLULD
slD\a\JV\.d.
246 hunters
d for
h aattempt
n
"bount
(person
commissio
unclaimed
nronertv)
while who,
the agencv
to findhelp
the
y
"
s
n,
s
ULLULQLLLLVU
|JJ.\J|JuL
L]
)
vv Luau
Luv
ubvxnvj
yr-¤..•.·;....I»
~».
·
investment
ftmds
participation
the funds.
ʻ_·
(17) Economic Development Information
ly,
onor to the1;-.....1.-.-..
ssize ofthey stateʼs
y Fund
d mand
.1es1.--...-,.
nerwement
Industrrdlg
,
j {V;-(
·i1
`Yiz + .111.
rubuc
¤1mpI0y€€S
IXELII. C1n¤uL
x unu
»..s..
......-7---.
I Zʼ2?s“»ʻ° :f"te·· ;,¤v a
jORSi:l—92.502 exempts:
ʻ
1...
V
Accident
Fund Monthly Reports
I
·
(l7)
ra
.(
followin record communicatio an informatio
*fs%§if-2
T §5*;§iQ
1r1E££;G. We. is-1
$t'1;·D:
ORS 192.502(15)exempts:
rsubmitted
the Oregon
gto
s, Economic
ns and Community
d Development
n ·
"' ” ʻ*·">·'-1. :,·gi§·F*$ʻ 1 ·§=_§*1
"iiiaf
;*t'51é1e§1=§i" "" "ʻ°““
"ʻTʻ_"
r i
, ·
under
Q,ʻ·E
ʻ ”%§;fi-.f(COmm1SS1OH,
the Economic
and Community
Development
The monthly reports prepared and submitted
Employees *§*"."`TTfiT
1 3 .rr:-.;ʻ ʻ··Iʻ T 1 the State Department of Agriculture,
1
the Oregon
293.761 and 293.766 concerning the Public
·
`
Account
Board,
the
Port
of
Portland
or
other
ports, as
Retiremen Fund and the Industrial Accident Fund may be (
uniformly
treatedas exemptfrom disclosure for a period of up to (
in..OR 777.005,by applicant for investmenfunds,loans
t
90 daysafter the end of the calendarquarter.
. ( _. .S
s
t
*
This provision was submitted by the Treastny after the
expressed
ʻ
I {Et:
_
' ʼ
V -
ʻ ʻ
s ··~· *ʻ·-* ʼ· ·-·~···· OPS ld') <0'7/13) did
not cover the-mOI1'f1i!1; §j
¤--,--.r--1LI 9. todo
rd;.i1..
rm.
..1.1
rx-m
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uru riot oo · "ʻ “" 'S 1 1e;;=r · ewes-; *e1ʼ$'·F·1-l$¤§&1¥€—ʻ1¥= ·ʻ· ʻZBLLUIIU
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94
I.£
SI__ PUBLIC RECORDS
-'(c) The actual,or estimated,amountofthe delinquency.
i=
M
..1.-da.- ieeluding. but
not limited to,
those described in ORS
OI SCIQVLUGB ulbtuuuié,
uu. nv-. ...1--.--.1
.- , .1
ee
285A.224:
tj
(a) Personalfinancial statements
. of applicants.
(b) Financial statement
i i. (.ʼ.
1
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(c) Customerslists.
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gg,
rr.-t
wi
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e
w
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il`;·ʻ;*riit rtl
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Departmentof Revenueunder the state taxing provisions. Also, under
,`i`_·.
ORS 320.330 and 320.340, the pre—existing confidentiality provisions of
Q
I ·
s i S? — ` ʻ
`~ ORS314.835apply to statetransientlodging tax reports and returns. With
limited exceptions,ORS 314.835makes the disclosure of such reports and
¤ ʼ
Y
·r returnsby Department of Revenuestaff; or by others to whom disclosure
·ʻ I ;; I
i`—
'r,r` Q l
ffl!
,Er 125;; i
gis permitted, unlawful.
By its terms and under rules of statutory
construction,the 2003 legislation effectively limits the applicability of
ORS
l92.502(l8) to recordspertaining to the payment of transientlodging
ʻʻʻ,
rf
{axes assesse by local govemments. Statetransient lodging tax reports
.·land returns
d
248 ORS l92.502(9).
are exemptunder
(it) Marketing strategyinformation that relates to applicantʼs_j
--.-- to
.- address
,.,¤,¤--..specnrc
.......;+:.markets
and app..c.....
pmnlicantʼs
strategyregarding
plan
rdarketsand
U.,.--.-gy
.` "D"ʻ """<D ( et
1
specific competitors.
ʼ
Ti}:- A
e
ORS l92.502(l8) exempts:
tax.247Section 8a ofthe 2003 legislation, codified at ORS 320.340,
exempts from disclosure public records of moneys received by the
,7;
(18) Transient Lodging Tax Records
ii 1.}
,..
L *I}?. .i' 5.·l·
Yi'.
1`
.'l
ORS l92.502(l 8) appliesto records required to be submittedto or
inspectedby a "govemmentalbody" in relation to determiningthe amount
- LL"!`'y of transient lodging tax due, and requires disclosure of specified
1=l`iinformationwhenpaymentor delivery of taxes otherwisedueis delinquent
by over 60 days. Until 2003, only local governmentsimposed taxes on
-» ,·`ʼl..transient lodging. The 2003 Oregon legislature enacted a state transient
(e) Production, sales and cost data.
~l
95
2 LC;
litigation to
(d) Information of an applicant pertaining to Qu
Gin:]
nr if:
··
·
1
·r-.1
.-.
-... 1-i.-411-..,1.,D,
which the applicantis a party if the cornplarnthas beenmed, or ld
the complaint has not been filed, if the applicant showsthat such
litigation is reasonablylikely to occur; this exemptiondoes not
apply to litigation which has been concluded, and nothing in this
paragraphshall limit any right or opporuinity grantedby discovery
or depositionstatutesto a party to litigation or potentiallitigation.
E
?
I -.
I.
g;
-t
I
=-
..?és
JV
r*
». ;Records,reportsor returnssubmittedby private concemsor; —
3-.:
enterprisesrequired by law to be submittedto or inspectedby at —
i` >
governmentalbody to allow it to determine the amount of anyi '
(19) Information
for Obtaining Court-Appointed
Counsel
··i.-AiZfmc
too
<rY>/10\ exernpts.
¤vpm¤+¤·
ruooariy)
URS
[
All infomation suppliedby a personunder ORS 151.485for
the
purposeof requesting appointedcounsel,and all information
;V
3"·
, ·zc
iz
: .T=—iii%? i€t* _·:L—.,r
=
jsupplie to the courtfrom whatevesourc for the purpos of
transientlodging tax payableandthe amountsof suchtax payablei
¢Z1 ·*Ea?
gat: ie
Meriifyin the financial eligibility
of aeperson pursuant
or paid, to the extent that such information is in a form which?
r
e to- ORS
5 , tent? T*·== Vd
*
2-2- . -iʻi?.
· - :-~!"»—`:.
would permit identification of the individual concemor enterprisee—wss-. .9 Etegcéli;,
.Q —-r<.a=",¤
- g
—
%ʻur.:=*;ʻ -glbe mad;-. :;.-ʻ;;=.s:x;·5:t '¤·. r-.·:..¤
1;5ʻ1.»48 Defens Service Commissi administe an indigen
Nothing in this subsectionshall limit the use which can
- =p§§,=·. 5.- ··. QTVI7he
.~r i w
;$,,;
r _jt%§r_,Z . r
5.
of such infomation for regulatory purposesor its admissibility
if
in certain
¤i·~Public eunder which
s defendant
on
rs types of cases
t may
any enforcementproceedings The public body shall notify
.iliditiialv-rforennirrt-annninted
leoal
counsel.
ORS
l92.502(
19}
exempts
from
s
{Q7 $.;:5,}: ._ ""f*T·T?·'
."T"
' ' "' ' "1'.l' '“"'
" "¤""
' ' "“ʻ
"`
' “ ʼ `
ʻ? `f;:.€L
2f3» " "=`* ~ ·` · ·
•
·
taxpayer of the . delinquency immediately by certified
court
t tsdlosurre . """
all ““"““"'°""`""`
information ""`!"i'""`
sunnlied to the Commission or to
_,,}r§;"
r·— ~ M-:.*;·»·
~
However, in the event that the payment or delivery of transient
*
ʻ· .
lodging taxesotherwise due to a public body is delinquentby ever;
60 days, the public body shall disclose, upon the requestof gay;
_g»;.; · .®r.La.ws2003, ch 818, §§ 2-9.
¤L.~¥·»i.
Q ink?
"ʼ r:;·T.J`Y"M
- .
,1
— . Koenne v. Lampe 19 Or App444 453 10 P3 65 (200
Q
person,the following infomation:
-.
l\J1.'*'\l\J\A·L
L"Gl-IJ
}J\J1.I.l\¤\J\.l
l.\JF.(»\·1
\/\}\»lLA|)\lL•
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l-¤•./
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v1xv».4,•1.:
as
. mozjstatut
c/ce potentiall
rt, conflict
8 give effect
, to
, both
8 if dpossible
3 5)ORS
(a) The identity of the individual concern or enterprisethat
statu
prevail
over
existin
statu
whic
— generalllater—
,ucnilqucut
mm
60
dav
in
the
pavrne
or
deliver
ofthe
taxes
e
es LAJLLB
yLWU bLd.LLlLC§
, 1ld.l1LlU111ULlb1_Y
, withONE
uvui
uu uuye
rrr trio pct, 11,.-r-- ..- ,--7. _,
rtm*i¤1·1·11r=
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21
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enacted
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nttaxes
y
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rm
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11ʼ1IC1
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-
PUBLICRECORD
S
rn,
ORS 192.502(21) exempts:
1
,
1 xii
t i
E"il
t Vi
t> ʻle
;
-.-4.
ir.
1r
Ztji
r
lit
°
.·.,}
·_
A;.
Wi
r
{Z;-'·t`*
Y*__t
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ri r`;i`,ʻ“
t-`
. ;=;hi
Cl?
w 'lrat
ti,
eii!.
.M
:1
=mi
1
2
gir
r.t1'ii
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l 1
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yd
-igjpr, rr
1;
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'r
ét 1
Iaj? Tr
“~ml,.·,1
...yk
ri
ta?
_
··
·i1n+}·x1»·1n-sr-¤
1H.t0HT1zu.
+1n1»1
T1-J-
ff
(c) Vtfhen the disclosure is made in such a manner that the
competitors.
25°this interpretation,
”Under
-11..
tj
-f}1.L..m·
:.-2-..--LZILR;
Tu;rms .-,.1.....+;....
exemptionum
was Magma
clearer.in
to m-event
p.c.c... neonle
1,...,,..-hom
11-. using
..--1:, mformat1on:
-----.1
%ia§..r
,.
yl
ma
.
4.1..-
L1- -
`I,...Z-1..4.I,-..
n4.-a-
h-
4.1...4.
,...--.-....11...
..-..-
-.
.. -..1
YGITIOVCCI
-1-11 11r T1: -1. -.1 ri 11.1 1-I.:
11
Education1
- .1 -1
4.ʻI-J,-
I-,.1..-...-..1-1..-LI-...
LL.-
..,---.-1.
`I--I.]
LL..A.
LI--
-..0.---
.--L`
.-,...LZ
A. .1-..
the court held that the names or particular
in public records of the Departmentof Consumer11
and Business
(DCBS) to discriminate unlawfully againstpersonspreviously
thejob who have filed a workersʼ compensatio claim. The
four exceptio permittinworker
n compensaticlaimrecord
lanihn.
+¤¤+¤A
25]
_ Wing Y€Sl€
¤·
(22) OHSU Candidates for University President
`ʼ
r_y3ORl92.502(22) exempts:
_
_
S
ʻi p Records of Oregon Health and ScienceUniversity regarding
_ʻcandidate for the position of presidentof the university.
disclose
withsʼ
rulesof the
ns in accordanc
g
onDCBSdirectorwhen
s necessary
1sThis provision was also part of the legislation removing OHSU
process
claims,
necessaryfor governmental agenciesto
d
e when
P the
- disclosed
-- - information
· ~
·- cannot
---1.--.11
..--A to
... IG¤¤°¥·3T$i€%5§l?
ir--;. am.-raamwhen
beused
from the authoritv of the StateBoard of Higher Education and
itf§§§?%2enerallv
..-.. WOHQ
..,--1,-.a mlm
quhmnr ur
of et
a omni.,
claim. or
or when
3 W01`l<
the umversrtv as a nuhlrc corporation.
9.Ily
Wuu ia
1Sthe
Luc auujcm.
..-1..-....
.. ....... OT
-. h1$=ʻ_ _ ·1?$?lEs
_ ,,_W _,:%·.ri
€T
CI
represent
reque revie oftheworkerʼclai recor
In OI
legislativ
"claim
to includ
ative history
sts weinterpre
w
srecordsm
d. both
. %§Frri1GSʼtabl1sh1ng
_ _i
%___:w
w____
einformation
, about at worker and a" worl<erʼeclaim and
.
`tf" ʻ`ʻ`··"*·· about
··ʻ·*“·* a·*claim,
·ʻ··ir··· sucn
suchas
e¤the
names
of the
claimant.the
information
tne nalnes
are .,.a.........,
...- --.
s or
. ʼ-7 a7·
and the insurer.249
_-ji ;
"
jfs
· —
ʻ
` ,
-
`
249 11..1-1:ʻ"ʼ
YIJ11hI1D
LIUIU
1),.,.-.-A.
KHCOTIIS
1\.G\.»U1u¤
If\.-Any
HTIET.
\.}1u¤r,
Iulv
.lLllV
. un]
1
O IOOR
7.
4 , 1770..
I / l V,
Qnl*1mT1ih§l<€
D\»11U1llIll¤ru..
-ly-----
(SBB 1ADD
(suv
ʻ
"·
l92.502(23)exempts:
'I`h¤
»·¤n.·“··.-In
_
Tʼ.“L`
ʻ ZY
mtzat
174.
._
V 7~
=~
.7 ·. ·- 5.f % ¢>er..
Visi !
5:; '*ʼ*%VV=;=,
a:¢·rA§s.
—
V· —
V
` 77.
·.
aresg
A-I-`.-I
`IJI.-W-.•·"
i··.,J“Ai“n·
1 Defense 0fAnzmaZs. 199 Or Aon at 173 (see Ann C-21).
In
cr
7V ʻ
(23) Library Records
· —7 .1IlS 1'€COI'C1 OI B. 11D1'6tI'y' 1I1Cll1Gl1ʼ1gZ
S
,
`
W
=?
r~·
;ʼ¥
will _1
1;;,1
}`Q1r
rr M
AC
-2
jzpharmaceuticcompanieswith which OHSU had contractedto test their
al
experimental
drugs were exempt from disclosure, as were the names of the
(d) When a worker or the workerʼs representative requests
review of the workerʼs claim record.
-
.--.4-
WBS p&1'[ OI lZl'l€ lCg1Sl3.lZ1OI1 '[l'13.I gCl'lGI'3.lly
commercial manner—where the records or information ordinarily
would not be provided to either OHSUʼs or its businesspartnersʼ
Aaspimp
infmmmion
cannotbe
used to
identify
any
worker who .
TJ
·ʼ
LUSU1U5U\.l
1.I.LLU11.L1cu.1\.1.u uuiiiirui.
UV .,..3.-...
..-. -.. 'V '`'
a
is the subjectof a claim.
.1..
.......
-11211 ---ir-.
[R]ecords or information pertaining to activities of OHSU that are
·. 5pryr..§iO;
commercial in nature —including medical and scientific research
r
activities if conducted for comrrrercial purposes or in a
rlnfinc
`
r~
.11 11 1
from the
11
{L . 1Sincreasedoperating flexibility in order to best ensureits success,
} t granted
while retaining principles of public accountability and fundamentalpublic
Ail;..
`_ E policy. The Oregon Court of Appeals has interpreted this exemption as
ir `·
»
ei
,.§é.ié§..rryiig.. I
0 “
ʻ
ʻ
, ._
agenciesof this stateor the United Statesto carry out tnerr uuues, 3>
1
L.-
é ._.ʻ Ol-ISU
authority of the State Board of 1-lrgner
and
._
., establishedthe university as a public corporation. The corporation was
gOV€IHHICHt3I
.11+ Flnnir
.-..;...2-1...-
'l'l'11S pI`OVlSlO1'l
-1rwr
(a) When necessaryfor insurers, self—
employers and
A `
` ` ʻ
ʻ
ʻ
—·—- ——~»—-l~»··.··ʼ COIIIPCIISEILIUII
third party claim
administrators
to
process
workers ¤A1»vw\¤n¤¤|·inn
insured
claims.
fimctions or powers.
Sensitive business records or Enancial or commercial
----1
(7-1----TT--Itim
4..
n·I·`Hn¤
{\v·¤n·r\1·•
I-Inclfh
and
Qr»1¤1·u··¤
I Inn ,....
01 Luc Urcguu mcaltu anu ¤u1t:I1cc: L.JI11vc:
Luut 1S
¤;r.,
10I1
1ʻs1Ly
not customarily providedto businesscompetitors.
* `.
*
r
.-·L`
Workersʼ compensationclaim records of the Department or
Consumer and BusinessServices,exceptin accordancewith rules
adopted by the Director of the Department of Consumer and
BusinessServices,in any of the following circumstances:
(b) When necessary for the director, other
% ii]?
.
r
1
ORS 192.502(20)exempts:
t _ir
1
·`
i _Q
97
(21) OHSU Sensitive Business Records
r
)
]
L
1
.
I Q
PUBLIC RECORDS
persomrelto request counsel or to verify indigency under this program,
....--1.
may
Much 1:
or .r...t
tnat ;..4·.m..¤
rnronnanon aq
is atm
also mntidential
ccriirac..ti ... and
...... disclosure
...-----"W. violate
+;m1
stateor federallaw.
(20) Workersʼ Compensation Claim Records
E_.
j Nl
..
ʻ
:@=ʻ:·—2
·
ea»-Wag.
,___ʼ#V,.
ʼ ʻ ʼ·ʻ·¤ as
.
T“
:;.1
>
98
g
. JU
Puerto nacomns
PUBLIC RECORDS
1
1 gf
?
'
V11
lil*;
(a) Circulation records, showing use of specific library
material by a namedperson;
99
(h) Project cost certifications and cost data.
{rl Audits.
<r
telephonenumberof the patron;and
75>
(c) The electronic mail addressof a patron.
(L) Housing assistanc payments.
ʻʻʻ1
e
The exemption for library circulation records was moved from ORS ʻ
P
_
192.50 and the provisions for patron namesand addresse was addedinrjii 1 I rthe Housing and Community Services Department regarding
rr-1 rama name
(D)
uw
uuuic
nf a lihrarv
ur ¤ rrorary
-»—·¢-···¤•··
patron
1....1--.
¤-¤+l1¤1- 1x1·ii'Iʻ\
linr
t0EGIl1e1ʻ
wml
....¤-
.....
i'Iʻ\R
QIIIITERR
tile auuress
OY
or
Proj ect tenant correspondence.
I 1g. _
p_
(K)
_g *5tjj 1
`I'Tʻl-3.-.
hm
.I.l11D
T1 -..-.
-.-
-1 :.-
L'-.1.--
-4.: -..
-.1- ---4.
- 4.-.-
--4.
lʼ€I 80118.11Iʼ1IO1`1'Jf13.IlO3,b0I1I 8 ICDZIIII.
I`1
.-...`.,J,-J
A.hrnvicinrw
IJLUVLBIUIL
-.,-....-+revpwihtc
CAUILIPLB
·C..-...Trnrh
LIUIIJ
A§....1A.......`
r11cr*InQ11rr¤
UIDUIUDLIIU
..-.4...
2.certain
UCILCIIII
-AAA-Arr-r*nrrt¤
LCLJUILLD
rxlwfninprl
UULCIIILUU
Inv
Uy
individuals
V
applying
for
governmenbsubsidize
housing
or
businesse
applying
for
1995.
We had previously concluded that thes disclosure of library
j
1
d
affordable, government— s
housing and to
circulation records would ordinarily be an unreasonabl invasion ofif {funding to develop
of such housing. The purpose of the
privacy and exempt under former ORS l92.500(2)(c),
the PersonalPrivacy;-I
Y1 rrnaintain their ongoing operationsubsidized
e
TITT.1
exemption. However, we determined that disclosure of names and}?
` igprovisio is to protect from public disclosure the detailed personal and
addresse
of library patrons may not be an unreasonabl invasion of
Y nbusiness information that applicants and businesses must submit to the
252
privacy.
The exemptionnow clearly permits libraries
to shield directory
s
e
— L.Qairarrrspirrrrarlririatheisubsidhousi pr-sg.information (i.e., addresse or telephonenumbers linked with names)7
-I
(25) Forestland
giirr Geographic
iiedInformationngSystem
ar.
ahem
their
narrons
2007
legislature
amende the exemption
to{7g§Q
I__5 §rQi§ rrlér
s The
KIUULIL
Lllbu
Puuunru.
.1.rrV r-vv
. --¤-.,-.... - .
_
it
J
1
.
J
iiiI ORS_l92.502(25)exempts:
.
d
`.
to patronemail addresses Or Laws 2007, ch 181.
`a§
*JV
V fl"
Raster geographicinformation system(GIS) digital databases
(24). Housing and Community
Services Department
.~
,
_.
provided
by private forestland owners or their representatives
_
Records
·7;*;.; _·`7 voluntarily and in confidence to the State Forestry
, Department,
ORS 192.502(24) exempts:
rl ʻ7ʻ Ll.
· - that is not otherwiserequiredby law to be submitted.
E ʻ' ¤
The following records, corrnnunications and irrforinationf c`
The State Forestry Department, working with a variety of interests, has
Q
t-I'-.-,-,Q!
..
-.,-.--......1-,.;.-2-..1..+..l-....,...11...1
/`1-.-.~...·....`I..£n
T.·.~(·`,“·.».»`r-.4-IA.-r
obtainedby the Housing and Community ServicesDepartrrrent jg
3 CO111p1'
Cl'l€IlS1VC
GEIIEIDBSC
CEll1C(1- LJ€Og1'
3pl11C .
1I1IO1'l'l'1&t1011
,.---.1
. . .
..
.
. ..
.
,.
.
.. .
---M-rr-..
mm.
rhs
Aamahheavq
monitoring
or
administration
of
connection wrrn tne ueparrrrrerrr s rrrorrrrorrrrg sr ..........----..- _
(GIS) which displays information about forestland conditions.
Hnancialassistanc or of housingor other developments
exemption addresse the concern of private landowners regarding
·s
e
:
{-x n-...-nar
aaa eomomre financial
statements rmt ·=rrʻ*ʻ ¤.>~a¤;t¤;;·**%¤ _voluntary disclosure
to the Department of Forestry of accurate and
(B.) I"€1'SOI1H.
uuu
uuryuruw
1 ¢7¤
- rg; rnfonnatr
“
77
1 land
3 *3for
it purpos
it 7 it ofthe
3
“
·
g§.g.é.,ri$
abou
their
GIS.
1
information,
including tax returns.
lʻ·
_ %@,;g§leta11e
t Sale or Purchaseesof Electric
ʻ.-g.--,-on (26) Public
d
. RS -192.02(26) exempts:
(b) Credit reports.
(c) Project appraisals.
1
&-·
¤·•·n`I•\
1 v\
A
operatingagreements
.
(f) Commitment
letters.
(g) Proj ect pro forma statements.
'ʻi.,
ʻ-
.
. -
-
. .
ed
c
y
ed
. .
ʼ
*:5;;
.
-.
7 2;;;
.
¤Fʼg;~;
¤·>·*¤
J
·
isthe
direct
relat
atransac
inOR
ty istodirectl
tyrelatedescri
or ifng
informatio
toes,
abid,propos
ly
edor purchas
bedor electricit
n sal
y tion
al S
forthe
ofd electricit
,261.348,
7
· ʻy
7 "
· ·
2522
Any x-nerr
Gen w435 (1981) (seeADD
E6)ʻI·1 Oo
Ul.! ru.;]
"`1'1"_'/'
11
.
5
___ʻQfSe
busines commerci or financi informatio
to
or
develop
by a publi bod
engag
in the
nsitiveof providi
s,
al
al servic
n if the
electrici
or electrici
1
(d) Market studiesand analyses
.·.·-·Y-..--..:
agreements
\\/}
LLDLULVU
va.
Ip3I`lZl'1€1'SIl1p
(B) 1ATIICICS
Of nsevver
lI1CO1`DO1`8IlOl1,
ur r- al-aq
..
Power
-4 .:;:4
.
E
E
~
aa·a»;;..-;
rrp
·
c
7
V- · ·~--:
·;
¤ir=·
V
.
ee -eee¤:%~#~@2?e¢.=~·r:Z.xref — V
5.Y:
g nrc:. 7.
>
Vr
= '
—€·&ii?%
aaai?
~
· ·?%:i§·
¤ʻ;1
`1···f—::a"E¢é\
@r;ʼ_.::_
and disclosu
wouldycaus a
e of ethe informatio
y
for
the
public
disadvantag
body or its
re
n
e retail
···*
ʻ ' ʻ
_ _=jrg·§.GOIl'lp€llJ[lV€
=mr? ~ ;»®sr" .
3
tri
=&“=· V» a¤ —
e
100
(
PUBLIC RECORDS
{*
PUBLIC RECORDS
101
e_-.
_
·.
dates of birth, driver license numbers, telephone numbers,
electronic mail addresseor Social Security numbersof customers
who receive water,
sewer or storm drain services nom a public
s
body as defined in ORS 174.109. The utility or district may
releasepersonally identifiable information abouta customer,anda
expiration of their contracts with the Bonneville Power 3Administration, jj; _`;.public body providing water, sewer or storm drain services may
,.·1
cormnunity—
utilities are able to purchase their energy on e
releasethe name, date of birth, driver license number, telephone
competitive
open market basis. This exemption is designed to protect
_ _D
owned
number, electronic mail addressor Social Security rrurnber of a
information the disclosureof which would adverselyaffect the public sale itI 1Q
customer,if the customerconsentsin writing or electronically, if
or purchase of electric power by public bodies engage in providing}. 7
the disclosure is necessaryfor the utility, district or other public
-i--rr;-;r-, we
Aaaerham111uDL
mner \./ruunv
createra
a uurrrvl.zvu»r
competitive
disadvantag
to either; ii
BICCIII-ICII.y.
IIIU
LIISUIUBLLLC
v · d·-—-·
· ····*"¤
ʼ ʼ W"
body to render services to the customer, if the disclosure is
V `
——eurOT no
e to
LIIG }J\.lU11b
Uuuy
---- ..-- --,the
n11I·1Ii(! IWHIIV
IIS rvuarr
TCl3ll uoruevrrrvrv
CLISIOITIGIS --ICIC IIIC
GXCIIIDIZIOII
1;
"
L
requiredpursuantto a court order or if the disclosure is otherwise
1
I
(27) Klamath Cogeneration
Project
_V3 requiredby federal or statelaw. The utility, district or other public
.ʻ.
.
V: body may charge as appropriatefor the costs of providing such
ORS l92.502(27) exempts:
`
information. The utility, district or other public body may make
.
Sensitive business, commercial or financial information
customer records available to third party credit agencies on a
furnished to or developedby the City of Klamath Falls, acting
. regular basis in connection with the establishmen and
solely in connection with the ownership and operation of the
.i_V managemenof customeraccountsor in the event
such accounts
t
Klamath Cogeneration Project, if the information is directly
_
i i_
i;ʻ.° taredelinquent.
related to a transactiondescribedin ORS 225.085 and disclosure
` _ =OR l92.502(28) exempts Hom disclosure "personally identifiable
of the infonnation would causea competitive disadvantag for the
about customersof municipal electric utilities and peopleʼs
_information"
S
e doesnot apply to
Klamath CogenerationProject. This subsection
1,districts. It was amended by Oregon Laws 2005, chapter 659,
cost—of—
studies used in the development or review of
11
1S--111..
-...4-.
....1.-.-1-ele".
7
.....arr}
1 rrr qlen evemnr certain recm-rlc n·Fm1l·1lir lwnrliec as defined in
futility
service
gGI1CI`&l8ppllC3bl IHICSClʻ1€(1l.l
I, LUktlS Uxclllpt ucltulu 1cuulu ur puullo uuurco,no ucrllreu rrr
electricity customers. This subsectiondoes not apply to cost-ofservice studies used in the developmen or review of generally
applicablerate schedules t
.
the
.
As a result of the federal Energy Policy Act of 199225 and
r itYiQ
ii
ly
€
1GS.
. This
provisio
was adde
to the Publi RecordLaw to address .7
n
d
s
Sa ¤¤
thaeeme
th cexelee
le OR
discuss abov OR 225.08 grant the City of Klamat
authori
toentetintocertai
transacti
involvinvariou
aspec
me
e
ed ¤<=e
e.
S ed
5
s tlee
hS
provisio
ofrelectricitnorfuelons
in relatio togtheownershi
and
ty
sprotec
tsoperatioo r
rh
tzlame
Ctoeene
Prote
Thi
exempti
LIIU
1.\1i:u11¤u.l
\Ju5v1n.»ruuvrr
r
ru_jvvr..
rrrrr............r
--..-1.---.
. n
mS
n
y
n
p
pertaining
these transactions
a
rh tomrion
ct. when
s the
on disclosure
ts would
competitivedisadvantag for theProject.
e(28) Public Utility Customer Information
·fim·r
—
U that provid water
S
174.10
sewe or storm drai service
9,
,
resa.rrca .......s
n
s.
ac.....e darofbirt
erepr.
electroni mail address and Socia Securit number of
whoT€C
eewic me
€X
A PublllbOd
7.s.the
esSpecifi
c
esh,
l a y ..·., s s....
grt?tcwdmgwater,
sewecr etcmr
drai ee
Servicee municip
€lV€
ed
€mP1 electri
? utility.
-YOf
`f§§;eljgI··e utility
distric
ma
disclo
exem
info;Lmd
my
r
n
s,
al
c
circumstanc whe the custom· consen in writing or
_._pecp1eʼ pursuant
t to aycourt
se pt
mation
cy
_.·
as otherwise
es:
n order; er
ts required by state or
_-,V;§r § s
iʻ
or if disclosuisnecessatoprovid servictothecustom
ʻadditio
anv
thes. ry
publi
bodie
_
reof
e . mavedisclos theer.exem
· _j§<1§IdlZ5law;
ʻe%·€·;“:f;l
eesrr
.
.
avemr-.+¤·
ʻ7__
·=ʻ eels
7%e ii*eaʻ¢t`..
·ln.
¤
tc
credit
CXUIIIULB.
3*¥fʻr?»2“c=
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§iu5tOD3GI1B.CCOl1IlIS.
Personall
identifiable information about customer
or a_,,
_ ·`
1
¤1·¤ or the names.?
1.....11-;-- 111-..;..r; -.. .1-M.11111Aaeeic
·ʼ .
1'I1l1I11ClP3l
CISCIIIC 1111111lO1` 3. p€Op1t5 S utlllty
ulSLl s
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