oregon open government guide reporters committee for freedom of the press.pdf

7/27/2019 Oregon Open Government Guide Reporters Committee for Freedom of the Press.pdf

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OregOn

Open

GOvernment

Guide

Accss to Public rcodsad Mtis i

Sixth editio2011


2/46.


3/46

OpenGOvernmentGuide OreG

The RepoRTeRsCommiTTeefoRfReedomofThe pRess

openGoveRnmenTGuide

openReCoRdsandmeeTinGs Lawsin

OregOnPrepared by:

Dua A. BoswothDAVIS WrIgHT TreMAIne LLP1300 S.W. Fith Av., Suit 2300Potlad, Oo 97201-5630

Pho: (503) 241-2300

Sixth editio2011


4/46

OregOn OpengOvernmentguide

ii The RepoRTeRsCommiTTeefoRfReedomofThe pRess

OPen gOVernMenT gUIDe

Accss to Public rcods ad Mtis i

OregOn

SIXTH eDITIOn2011

Pviously TitldTappi Ocials Scts

Publishd by Th rpots Committ o Fdom o th Pss

Lucy A. Dallish, excutiv Dicto

eDITOrSg Lsli, Lal Ds Dicto

Mak Caamaica, Fdom o Iomatio Dicto

ASSISTAnT eDITOrSChisti Bcktt, Jack nlso Lal Fllow

Aao Mackyemily Ptso

Poductio o th sixth ditio o this compdium was possibldu to th ous acial cotibutios o:

Th Stato Foudatio

2011, 2006, 2001, 1997, 1993, 1989 by Th rpots Committ o Fdom o th Pss.All ihts svd. no pat o this publicatio may b poducd i ay om o

by ay mas without th pio, witt pmissio o th publish.

ISBn: 1-58078-238-8


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Itoductoy not . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv

Uss guid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v

FOreWOrD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1

Op rcods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1

I. STATUTe -- BASIC APPLICATIOn . . . . . . . . . . . . . . . . . . . .1A. Who ca qust cods? . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1B. Whos cods a ad a ot subjct to th act? . . . . . . . . . .1C. What cods a ad a ot subjct to th act? . . . . . . . . . . .2D. F povisios o pactics. . . . . . . . . . . . . . . . . . . . . . . . . . . . .2e. Who ocs th act? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3F. A th sactios o ocompliac? . . . . . . . . . . . . . . . . . .3

II. eXeMPTIOnS AnD OTHer LegAL LIMITATIOnS . . .3A. exmptios i th op cods statut. . . . . . . . . . . . . . . . . . .3B. Oth statutoy xclusios. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

C. Cout-divd xclusios, commo law pohibitios,coizd pivils aaist disclosu. . . . . . . . . . . . . . . . . . .6D. A sabl potios o cods cotaii xmpt matial

availabl? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6e. Homlad Scuity Masus. . . . . . . . . . . . . . . . . . . . . . . . . . .6

III. STATe LAW On eLeCTrOnIC reCOrDS . . . . . . . . . . . .6A. Ca th qust choos a omat o civi cods? . . . .6B. Ca th qust obtai a customizd sach o comput

databass to t paticula ds? . . . . . . . . . . . . . . . . . . . . . . . .6C. Dos th xistc o iomatio i lctoic omat act

its opss? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6D. How is -mail tatd? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6e. How a txt mssas ad istat mssas tatd? . . . . . . .7F. How a social mdia postis ad mssas tatd? . . . . . . .7g. How a oli discussio boad posts tatd? . . . . . . . . . . . .7

H. Comput sotwa . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7I. How a s o lctoic cods assssd? . . . . . . . . . . . . . .7J. Moy-maki schms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7K. O-li dissmiatio. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7

IV. reCOrD CATegOrIeS -- OPen Or CLOSeD . . . . . . . . .8A. Autopsy pots. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8B. Admiistativ ocmt cods (.., wok saty ad

halth ispctios, o accidt ivstiatios) . . . . . . . . . . . . .8C. Bak cods. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8D. Budts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8e. Busiss cods, acial data, tad scts. . . . . . . . . . . . . .8F. Cotacts, poposals ad bids. . . . . . . . . . . . . . . . . . . . . . . . . . .8g. Collctiv baaii cods. . . . . . . . . . . . . . . . . . . . . . . . . . .8H. Coos pots. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8

I. ecoomic dvlopmt cods. . . . . . . . . . . . . . . . . . . . . . . . .9J. elctio cods. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9K. gu pmits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9L. Hospital pots.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9M. Psol cods. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9n. Polic cods. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9O. Piso, paol ad pobatio pots. . . . . . . . . . . . . . . . . . . .10P. Public utility cods. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Q. ral stat appaisals, otiatios. . . . . . . . . . . . . . . . . . . . . .10r. School ad uivsity cods. . . . . . . . . . . . . . . . . . . . . . . . . .10S. Vital statistics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10

V. PrOCeDUre FOr OBTAInIng reCOrDS . . . . . . . . .A. How to stat.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B. How lo to wait. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .C . A d m i i s t a t i v a p p a l . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

D. Cout actio. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .e. Appali iitial cout dcisios. . . . . . . . . . . . . . . . . . . . . . .F. Addssi ovmt suits aaist disclosu.. . . . . . . . . .

Op Mtis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

I. STATUTe -- BASIC APPLICATIOn. . . . . . . . . . . . . . . . . .A. Who may attd? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .B. What ovmts a subjct to th law? . . . . . . . . . . . . . .C. What bodis a covd by th law? . . . . . . . . . . . . . . . . . .D. What costituts a mti subjct to th law. . . . . . . . . . . .e. Catois o mtis subjct to th law. . . . . . . . . . . . . . .F. rcodi/boadcast o mtis. . . . . . . . . . . . . . . . . . . . . .g. A th sactios o ocompliac? . . . . . . . . . . . . . . . .

II. eXeMPTIOnS AnD OTHer LegAL LIMITATIOnS .

A. exmptios i th op mtis statut. . . . . . . . . . . . . . . .B. Ay oth statutoy quimts o closd o op mti

18C. Cout madatd opi, closi.. . . . . . . . . . . . . . . . . . . . .

III. MeeTIng CATegOrIeS -- OPen Or CLOSeD. . . . . .A. Adjudicatios by admiistativ bodis. . . . . . . . . . . . . . . . .B. Budt sssios. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .C. Busiss ad idusty latios. . . . . . . . . . . . . . . . . . . . . . . .D. Fdal poams. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .e. Fiacial data o public bodis. . . . . . . . . . . . . . . . . . . . . . . .F. Fiacial data, tad scts o popitay data o pivat

copoatios ad idividuals. . . . . . . . . . . . . . . . . . . . . . . . .g. gits, tusts ad hooay ds. . . . . . . . . . . . . . . . . . . . .H. gad juy tstimoy by public mploys. . . . . . . . . . . . . .

I. Licsi xamiatios. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .J. Litiatio; pdi litiatio o oth attoy-clitpivils. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

K. notiatios ad collctiv baaii o public mploysL. Paol boad mtis, o mtis ivolvi paol boad

dcisios. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .M. Patits; discussios o idividual patits. . . . . . . . . . . . . .n. Psol matts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .O. ral stat otiatios.. . . . . . . . . . . . . . . . . . . . . . . . . . . . .P. Scuity, atioal ad/o stat, o buildis, psol o

oth. 18Q. Studts; discussios o idividual studts. . . . . . . . . . . . .

IV. PrOCeDUre FOr ASSerTIng rIgHT OF ACCeSS .A. Wh to chall. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .B. How to stat.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

C. Cout viw o admiistativ dcisio. . . . . . . . . . . . . . . . .D. Appali iitial cout dcisios. . . . . . . . . . . . . . . . . . . . . . .

V. ASSerTIng A rIgHT TO COMMenT. . . . . . . . . . . . . .A. Is th a iht to paticipat i public mtis? . . . . . . . . .B. Must a commt iv otic o ittios to commt? .C. Ca a public body limit commt? . . . . . . . . . . . . . . . . . . . .D. How ca a paticipat asst ihts to commt? . . . . . . . . .e. A th sactios o uappovd commt? . . . . . . . . . . .

Appdix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Statut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Cotts


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iv The RepoRTeRsCommiTTeefoRfReedomofThe pRess

Itoductoy not

Th OPen gOVernMenT gUIDe is a comp-hsiv uid to op ovmt law ad pactic iach o th 50 stats ad th Distict o Columbia. Fity-o outlis dtail th ihts o pots ad oth citi-zs to s iomatio ad attd mtis o stat adlocal ovmts.

Th OPen gOVernMenT gUIDe pviously

publishd as Tappi Ocials Scts is th sol -c o op ovmt laws i may stats.

Witt to ollow a stadad outli to allow asy com-paisos btw stat laws, th compdium has abldop ovmt advocats i o stat to us aumtssuccssul i oth stats to hac accss ihts at hom.Pss associatios ad lobbyists hav b abl to ivokoth sushi laws as thy sk oms i thi ow.

Volut attoys, xpt i op ovmt laws iach stat ad i Washito, D.C., ously doatdthi tim to ppa th iitial outlis o th st ica-atio o this pojct i 1989. I most stats ths sam

attoys o thi clos associats updatd ad wotth outlis o th 1993, 1997, 2001 ad 2006 ditiosas wll this cut 2011 ditio.

Attoys who a w to th compdium i this di-tio a also xpts i op ovmt ad accss is-sus, ad w a atul to thm o thi williss tosha i this ooi pojct to cat th st ad olydtaild tatis o stat op ovmt law. Th ichkowld ad xpic all th paticipati attoysbi to this pojct mak it a succss.

Whil most o th iitial uss o this compdiumw joualists, w kow that lawys ad citizs hav

discovd it ad d it to b idispsabl as wll.At its co, paticipatoy dmocacy dcis lockd ls

ad closd doos. good citizs study thi ovos,chall th dcisios thy mak ad ptitio o vot ocha wh cha is dd. But o citiz ca cayout ths sposibilitis wh ovmt is sct.

Assuacs o op ovmt xist i th commolaw, i th st stat laws at coloizatio, i titoiallaws i th wst ad v i stat costitutios. All stats

hav passd laws quii opss, ot i dict -spos to th scadals spawd by ovmt sccy.Th U.S. Coss stthd th dal Fdomo Iomatio Act at Watat, ad may stats ol-lowd suit.

Stats with taditioally sto accss laws iclud V-mot, which povids vitually uttd accss o may

lvls; Floida, which was o o th st stats to acta sushi law; ad Ohio, whos couts hav issud sv-al accss-idly ulis. Oth juisdictios, such asPsylvaia ad th Distict o Columbia, hav madsiicat chas to thi spctiv op ovmtlaws sic th th ditio was publishd dsid toost at public accss to iomatio. Histoically,Psylvaia had a putatio as bi lativly o-taspat whil th Distict o Columbia was kow tohav a vy stictiv op mtis law.

Som public ocials i stat ad local ovmtswok had to achiv ad oc op ovmt laws.

Th movmt towad stat dom o iomatiocompliac ocs fcts a owi activism o accssto iomatio i th stats.

But such ocial dispositio towad opss is xcp-tioal. Hadly a day os by wh w dot ha that astat o local ovmt is tyi to stict accss tocods that hav taditioally b public usually b-caus it is ad las o th cods will violat som-os pivacy o that ou atios scuity.

It is i this climat o tsio btw boad dmo-catic madats o opss ad ocial pc osccy that pots ad ood citizs d to a

thi soucs to su th passa ad succss o opovmt laws.

Th rpots Committ uily hops that thOPen gOVernMenT gUIDe will hlp a vio-ous pss ad citizy to shap ad achiv dmads oopss, ad that it will sv as a pim o thos whobattl i ovmt ocs ad i th couts o accssto cods ad mtis. Wh challs to sccy asuccssul, th ws is btt ad so is th ovmt.


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Uss guid

Whth you a usi a uid om o stat to d aspcic asw to a accss issu, o th complt com-pdium compassi all stats to suvy appoachs toa paticula aspct o op ovmt law aoud thcouty, kowi a w basics o how th OPen gOV-ernMenT gUIDe is st up will hlp you to t thmost out o it.

Following the outline. evy stat sctio is basd o thsam stadad outli. Th outli is dividd ito twopats: accss to cods ad accss to mtis.

Stat by viwi th tabl o cotts o ach stat.It icluds th st two tis o that stats outli. Ocyou a amilia with th stuctu o th outli, dispcic iomatio is simpl. Typically, th outli b-is by dscibi th al stuctu o th stat law,th povids dtaild topical listis xplaii accsspolicis o spcic kids o cods o mtis.

evy stat outli ollows th stadad outli, butth will b som vaiatios. Som cotibutos addditms withi th outli, o omittd subpoits oud ith complt outli which w ot lvat to thatstats law. each cha was mad to t th ds o apaticula stats laws ad pactics.

I al, outli poits that appa i boldac typa pat o th stadad outli, whil additioal topicswill appa i italicizd typ.

Whth you a usi o stat outli o ay umbo outlis, w thik you will d th outli om hlp-ul i di spcic iomatio quickly without havito ad a ti statut o sach thouh may coutcass. But wh you do d to cosult statuts, you willd th complt txt o th lvat potios at th do ach outli.

Additioal copis o idividual stat booklts, o o th

compdium covi th 50 stats ad th Distict oColumbia, ca b odd om Th rpots Commit-t o Fdom o th Pss, 1101 Wilso Blvd., Suit1100, Alito, Viiia 22209, o by calli (703) 807-2100. Th compdium is availabl i lctoic omato CD.

Th stat outlis also a availabl o ou Wold-WidWb sit, www.cp.o/o. Th Itt vsio o thoutlis allows you to sach th databas ad compath law i dit stats.

Updates: Th rpots Committ publishd ditios o THe OPen gOVernMenT gUIDe1989, 1993, 1997, 2001, 2006, ad ow i 2011. W pct utu updats to ollow o appoximatly th saschdul. I w bcom awa o mistaks o matomissios i this wok, w will post otics o this pcts pa o ou Wold-Wid Wb sit, at www.cp.oo. This dos ot ma that th outlis will costab updatd o th sit it simply mas kow will b coctd th.

Fo ou may ads who a ot lawys: This bois dsid to hlp joualists, lawys, ad citizs u

dstad ad us stat op cods ad mtis laAlthouh th uids w witt by lawys, thy dsid to b usul to ad adabl by olawyswll. Howv, som o th lmts o lal witi mb uamilia to lay ads. A quick ovviw o somths customs should suc to hlp you ov ay hud

Lawys a taid to iv a lal citatio o mstatmts o law. Th am o a cout cas o umbo a statut may tho b tackd o to th d ostc. This may look lik a stc amt, o mlav you wodi i som iomatio about that cwas omittd. nothi was lt out; iclusio o a lcitatio povids a c to th cas o statut supoti th statmt ad povids a shothad mtho idtiyi that authoity, should you d to locat

Lal citatio om also idicats wh th law caoud i ocial pots o oth lal dists. Typicaa cit to a cout cas will b ollowd by th volum apa umbs o a lal pot. Most stat cass willoud i th stat pot, a la ioal pot,both. A cas cit adi 123 A.2d 456 mas th ccould b oud i th Atlatic (ioal) pot, scosis, volum 123, stati at pa 456.

not that th complt citatio o a cas is ot iv

oly oc. W hav tid to limiat as may cypscod-c cits as possibl, but you may cout cits lik Jackso at 321. This mas that th authis i you to pa 321 o a cas citd ali that cluds th am Jackso. Authos may also us th wosupa o ia to to a discussio o a cas appaali o lat i th outli, spctivly.

excpt o ths lal citatio oms, most lalhas b avoidd. W hop this will mak this uid moaccssibl to vyo.


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9/46


The RepoRTeRsCommiTTeefoRfReedomofThe pRess Pa

Ppad by:

Dua A. BoswothDAVIS WrIgHT TreMAIne LLP

1300 S.W. Fith Av., Suit 2300Potlad, Oo 97201-5630

Pho: (503) 241-2300

FOreWOrD

Th Stat o Oo has a lo taditio o xtsiv public pa-ticipatio i stat ad local ovmt. Th iitiativ, call addum w all bo i Oo i 1902, itoducd by W. S.Ur. Oos mod op ovmt a ba i 1973 withth passa o th Oo Public rcods Law ad its compaio law,th Oo Public Mtis Law. Th statuts a oud i Oorvisd Statuts (OrS) 192.410 - 192.505 (Public rcods) ad OrS192.610 - 192.710 (Op Mtis) (all OrS cs a to th2009 editio). Th imptus o actmt o th cods ad mt-is statuts cam om th Oo nwspap Publishs Associa-tio ad a ddicatd co o lislatos who ad that ths issusshould b hadld comphsivly ath tha o a cas-by-cas ap-poach. Thy catd a statutoy schm ati citizs ad mdiapstativs xtsiv accss to th aais o ovmt. Ito-ductoy statmts dicti opss a oud i both th Publicrcods ad Public Mtis Laws. Withholdi ad closu a al-ways th xcptios. Statutoy xmptios to disclosu a always tob stictly costud.

Th Stat Dpatmt o Justic has playd a ctal ol i i-tpti th Public rcods ad Mtis statuts ad i aidi ithi ocmt. Th Attoy gal publishs a updatd Publicrcods ad Mtis Maual (Maual) vy two yas. It svsas a usul dsk c o may cods ad mtis qustios.Th Maual cotais a viw o all public cods ad public mt-is statuts ad a idx ad summay o Attoy gal opi-ios. It also icluds valuabl commtay, icludi opiios aboutcommoly aisd qustios. rcs to th Maual i th ollow-i discussio o th statuts a to th Jauay 2011 vsio. ThMaual is availabl oli at o cost thouh th Oo Dpatmto Justic at http://www.doj.stat.o.us/pd/public_cods_ad_mt-

is_maual.pd. Pitd copis a availabl o puchas by calli503-378-2992. W stoly commd cosulti th Maual ovy Oo public cods o public mtis issu.

Laly as a sult o hihtd public ad mdia awass aboutth Public rcods ad Mtis Laws, political ad commcial sp-cial itsts hav outily souht lislativ hlp i cutaili accssto ctai typs o cods ad pocdis cosidd to b popi-tay, pivat o o a ssitiv coomic o psoal atu. This hassultd i a vaity o statuts oud outsid th public rcods adPublic Mtis Laws which cotai disclosu stictios.

A umb o this mai to b wishd o with ad to opovmt i Oo. Th cost o obtaii cods has scalatdad mad som impotat sachs pohibitiv. O occasio, it ap-pas that a public body puposully adds to costs, o xampl by

isisti that a hihly paid sta pso look ov th should osomo xamii ls which pviously had b xamid with-out supvisio, with th sach icui th ull houly costs othat mploy, icludi ovhad ad bts. Moov, th lawo waivs o matts tuly i th public itst is wak. Oocould also us a ombudsma with xptis i public cods adpublic mtis, who miht mo citly, quickly ad cosisttlysolv disputs. Appals o public cods litiatio ca tak yas;thy should b xpditd, lik madamus pocdis. Mo tthcould b addd o oci th Public Mtis Law ad pusuiviolatios. But with all o ths cocs, which may b th subjct outu lislatio, th opatios o both th Public rcods Law adth Public Mtis Law sm by ad la to b adapti slowly butsuly to th 21st ctuy.

Op rcods

I. STATUTe -- BASIC APPLICATIOn

A. Who ca qust cods?

1. Status o qusto.

evy pso, adlss o atioality o sidcy, has a ihispct ay public cod which is ot xpssly xmpt om disc

su. OrS 192.420(1). OrS 192.410 ds pso to iclud atual pso, copoatio, patship, m o associatio, ad mmb o committ o th lislatu. A public body may otOrS 192.410(2) to qust public cods. Attoy gal Ma I(A). Th idtity o th pso ski disclosu o a paticcod may b lvat wh a statutoy xmptio to disclosuquis a dtmiatio o th public itst i disclosu.

2. Pupos o qust.

A qusts pupos i wishi to ispct a public cod is ally ilvat. McEwan v. Holm, 226 O. 27, 359 P.2d 413 (19Attoy gal Maual, I(A). As otd i Gray v. Salem-KeSchool District, 139 O. App. 556, 912 P.2d 938 (1996), howv, qusts pupos may b tak ito cosidatio ud thos statoy xmptios that call o a dtmiatio o th public its

disclosu.3. Us o cods.

Th Public rcods Law dos ot stict th subsqut usiomatio povidd. Aai, th us to b mad may b lvadtmii th public itst i disclosu.

B. Whos cods a ad a ot subjct to th act?

Ud OrS 192.420, th public cods o vy public bodyth stat a subjct to ispctio. OrS 192.410 ds public boto iclud vy stat oc, acy, dpatmt, divisio, buboad ad commissio; vy couty ad city ovi body, schdistict, spcial distict, muicipal copoatio, ad ay boad, dpmt, commissio, coucil o acy tho, ad ay oth puacy o th stat. OrS 192.410(5) ds stat acy to may stat oc, dpatmt, boad, commissio o cout catdth Costitutio o statuts o this stat, xcpt th Lislativ smbly, which is xmpt ud th stat Costitutio. Public copotios, such as th stat ba oaizatio, th stat halth ad sciuivsity, ad a stat accidt isuac compay, a subjct to public cods laws. Th cods o pivat o-pot copoatiad coopativs a ot subjct to disclosu, howv, v thothos oaizatios may civ public uds ad/o pom ovmtal uctios. Th stat Supm Cout has hld that i a is th uctioal quivalt o a public body, th Public rcoLaw applis to it, listi a vaity o actos to b cosidd. Mv. McKenzie High School Fact-Finding Team, 319 O. 451, 878 P.2d (1994). Additioally, as otd i th Attoy gals Maual, tha may public cods i th custody o ovmt acis whby spcial statutoy xmptio, a ot subjct to th rcods Law

1. excutiv bach.a. rcods o th xcutivs thmslvs.

Th iht to ispct th public cods o ay public body istat icluds th cods o ay stat oc. OrS 192.410(3). Tiht is limitd by th ditio o public cod, which icluay witi that cotais iomatio lati to th coduct o publics busiss but xpssly xcluds ay witi that dos lat to th coduct o th publics busiss ad that is cotaida pivatly owd comput.

b. rcods o ctai but ot all uctios.

All cods a availabl o ispctio xcpt as xpssly xmpby OrS 192.501 to 192.505. OrS 192.420.


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Pa 2 The RepoRTeRsCommiTTeefoRfReedomofThe pRess

2. Lislativ bodis.

Th cods o lislativ bodis oth tha th stat lislatu asubjct to ispctio ud OrS 192.420 ad th ditios o OrS192.410(3). Th stat Lislativ Assmbly is ot subjct to th Publicrcods Law. OrS 192.410(5); see also OrS 171.405 (o quimtto kp cods o acts o lislatu oth tha olld laws ad joitsolutios thmslvs) ad OrS 192.005(5)(a) ad (6).

3. Couts.

All couts i Oo a subjct to O. Cost. Aticl I, 10, whichally quis opss. Th applicability o th Public rcodsLaw to th couts is ucla. SeeState ex rel. KOIN-TV v. Olsen, 300O. 392, 711 P.2d 966 (1985).

4. noovmtal bodis.

a. Bodis civi public uds o bfts.

That a body civs public uds o bts dos ot alo ma itis subjct to th Public rcods Law. IMarks v. McKenzie High SchoolFact Finding Team, 319 O 451, 878 P.2d 417 (1994), howv, thstat cout catd a six-pat tst: (1) Was th tity catd by ov-mt? (2) Is th uctio o th tity o taditioally pomdby ovmt o pivatly? (3) Ca th tity bid ovmt withits dcisios o dos it oly mak commdatios? (4) What is thatu ad lvl o ovmtal acial ad oacial suppot?(5) What is th scop o ovmtal cotol ov th titys ac-tivitis ad opatios? ad (6) A th titys ocs o sta publicmploys?

I thMcKenzie High cas, th Cout oud that a school act-d-i tam, askd to ivstiat a hih schools pomac, was ot apublic body ad tho ot subjct to th Public rcods Law.

b. Bodis whos mmbs iclud ovmtalofcials.

That ay body icluds ovmtal ocials amo its mmbsdos ot bi it withi th scop o th Public rcods Law. gov-mtal cotol ad suppot a actos udMarks v. McKenzie HighSchool,supra.

5. Multi-stat o ioal bodis.

OrS 192.420(1) allows ispctio o ay public cod o a publicbody i this stat. It is ot cla that ay multistat o ioal bodyts withi th ditios o public body, OrS 192.410(3), o statacy, OrS 192.410(5). Th cods o a multistat o ioalbody miht othwis t withi th ditio o public cod, OrS192.410(4)(a), ad OrS 192.420(1) miht b pasd to dscib suchcods locatd withi th stat.

6. Advisoy boads ad commissios, quasi-ovmtal titis.

Whth such titis a subjct to th Public rcods Law is to btstd by th six actos oMarks v. McKenzie High School,supra.

7. Oths.

Th Attoy gal has tak th positio that th Public r-cods Law may b usd to obtai cods o a pivat tity that co-tacts with a public body but is ot th uctioal quivalt o a pub-lic body i th public body has custody o th documts; th Attoygal has also opid that that cods owd by a public bodybut i custody o a pivat tity a also obtaiabl. S Attoygal Maual, I(B)(2), at 4.

C. What cods a ad a ot subjct to th act?

1. What kid o cods a covd?

Pusuat to OrS 192.410(4)(a), a public cod icluds ay witicotaii iomatio lati to th coduct o th publics busi-ss ppad, owd, usd o maitaid by a public body adlss

o physical om o chaactistics. I 2005, th Lislativ Assm-bly mad xpss i OrS 192.410(4)(b) that public cod dos oticlud ay witi that both dos ot lat to th coduct o thpublics busiss ad that is cotaid o a pivatly owd comput.This may b akly dudat, sic ay witi that did ot latto th coduct o th publics busiss was alady nota public -cod, pusuat to OrS 192.410(4)(a). Moov, it itstily aissby ativ ic th qustio whth vythi o a publiclyowd comput is a public cod. I additio, OrS 192.005(5) statsthat public cods do ot iclud voic mail o tlpho stoa o

tival systms, o Lislativ Assmbly cods, icludi commit-t o mploy cods.

2. What physical om o cods a covd?

OrS 192.410(6) spcis that a witi icluds hadwiti,typwiti, piti, photoaphi ad vy mas o codi,icludi ltts, wods, pictus, souds, o symbols, o combia-tio tho, ad all paps, maps, ls, acsimils o lctoic -codis. This mas that all iomatio stod o comput o imicoch is icludd. OrS 192.440(3) stats that public cods mayb i machi adabl o lctoic om. e-mail is a public cod,v icludi dltd -mail. Moov, th Attoy gal hastak th positio that whil public bodis a ot quid to dvlopo acqui w o additioal sotwa o poams i spos to apublic cods qust, thy a quid to us availabl sotwa ad

poams to tiv availabl iomatio, v i th pot o docu-mt has ot xistd i that om bo. Attoy gals Maual,I(C)(1), 6-7.

3. A ctai cods availabl o ispctio but otcopyi?

All cods which may b ispctd may b copid. OrS 192.440.

D. F povisios o pactics.

1. Lvls o limitatios o s.

Ud OrS 192.440(4)(a) a asoably calculatd to im-bus th public body o its actual costi maki th cods avail-abl may b chad. no mo tha th actual cost may b chad bya public body. 39 Op. Atty g. 721 (1979). In Deense o Animals v.

OHSU, 199 O. App. 160, 112 P.3d 336 (2005). Th cods custodiahas th bud o dmostati th asoablss o chas oactual costs ad must do so with spcic suppoti data. I suchdata is abst, th chas aper se ot asoabl.In Deense o Ani-mals; Davis v. Walker, 108 O. App. 128, 814 P.2d 547 (1991). I th will xcd $25, a public body mustfrstpovid a stimat o th ad com that th qust wats to pocd. OrS 192.440(4)(c).

2. Paticula spcifcatios o povisios.

a. Sach.

A p-pa cha o copis may iclud th cost o a outi oxtaodiay l sach ad satio o xmpt matial omo-xmpt. OrS 192.440(4). Th Attoy gal has hld thatpublic bodis may cha o sachs v i o sposiv codsa locatd.

b. Duplicatio.

Duplicatio is limitd to actual costs.

c. Oth.

A public body may cha o its attoys tim i dacti adsati xmpt ad o-xmpt cods, but it may ot cha oay attoy tim spt to dtmi th applicability o xmptios.OrS 192.440(4)(b).

3. Povisios o waivs.

Ud OrS 192.440(5) a waiv o ductio is availabl whcod disclosu pimaily bts th al public. A appal


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pocss xists ud OrS 192.440(6). Th Attoy gal has uldthat i a public bodys udi is om statutoily o costitutioallyddicatd uds, it may ot waiv s ad must cha its actual costs.

4. rquimts o pohibitios adi advacpaymt.

A public body may qui ppaymt o its stimatd chasbo bii to compil cods. Public rcods Od, Apil 7,1989 (Mati); Public rcods Od, Ju 30, 2005 (Mills). I actualchas pov to b lss, a ud must b mad.

5. Hav acis imposd pohibitiv s todiscoua qusts?

rqusts pot ct istacs o supvisos whom, th -qust is told, a quid to stay with th qust ad to look ovth qusts should as sh looks thouh cods. Th public bodyth chas th qust o that supvisi mploys houly coststo th body, icludi all bts.

e. Who ocs th act?

1. Attoy gals ol.

Th is o povisio that allows a qust to ptitio th At-toy gal to viw s chad as such, althouh th Attoygal o th distict attoy may b ptitiod adi a qusto waiv o ductio i th public itst. Th itmdiat ap-

pllat cout has hld that stat couts hav juisdictio to viw thasoablss o s. In Deense o Animals v. OHSU, 199 O. App.160, 112 P3d 336 (2005).

2. Availability o a ombudsma.

no.

3. Commissio o acy ocmt.

no.

F. A th sactios o ocompliac?

no, oly a subsqut calculatio o s.

II. eXeMPTIOnS AnD OTHer LegAL LIMITATIOnS

A. exmptios i th op cods statut.

1. Chaact o xmptios.exmptios a limitd i thi atu ad scop bcaus th Public

rcods Law is pimaily a disclosu law.Jordan v. MVD, 308 O. 433,781 P.2d 1203 (1989). Oo couts costu xmptios aowly adpsum thy do ot apply. OrS 192.490(1); Coos County v. Departmento Fish & Wildlie, 86 O. App. 168, 739 P2d 47 (1987). Th aowcostuctio ul mas that, i th is a plausibl costuctio o astatut avoi disclosu o public cods, that is th costuctiothat pvails. Colby v. Gunson, 224 O. App. 666, 199 P.3d 350, (2008).

a. gal o spcifc?

Oo may b said to hav th boad catois o xmptios.Th st two catois a ally dscibd i OrS 192.501(1)-(36) ad OrS 192.502(1)-(37), which pmit th public body to dis-clos cods, i th public body so dsis. As otd i Attoy g-

al Maual, I(e), th xmptios dscibd i th Public rcodsLaw allow th public body to us to disclos cods butdoes not pro-hibitthi disclosu o require that th public bodywithhold disclosurei od to potct thid patis. See Portland Adventist Medical Centerv. Shefeld, 303 O. 197, 735 P.2d 372 (1987). Th claim o xmptiois cotolld by th public acy, ot public ocials o mployswho may b th subjct o th matials bi souht. AFSCME v.State o Oregon, Dept. o Administrative Services, 150 O. App. 87, 945P.2d 102 (1997). Ths two catois o xmptios may b usd owithholdi cods om th public, but thy a subjct to qualiyicoditios.

Th thid catoy o xmptios icopoatd ito th Public r-cods Law thouh OrS 192.502(8) ad (9) is oud i umous d-

al o stat statutoy cs o ulatios outsid o th Purcods Law. Som o ths xmptios pohibit disclosu o cov i th acy is othwis willi to povid th cods ocods would othwis b subjct to disclosu ud th law. Ao may o ths statuts is poducd i a appdix at th dthis outli ad is oud i Attoy gal Maual, AppdixAdditioal xmptios may b hidd withi oth statuts. I ditio, two statuts oud i th cotxt o th Public rcods Lactually pohibit disclosu, i applicabl. OrS 192.445 xmpts hoaddsss ad psoal tlpho umbs ad -mail addsss o

dividuals who qust xmptio i witi ad stablish that thpsoal saty is i da i that iomatio w disclosd. O192.447 pohibits disclosu o a public mploys idticatbad o cad ulss th mploy costs i witi.

b. Madatoy o disctioay?

excpt wh spcic statuts, icopoatd ito th Public rcoLaw by OrS 192.502(8) ad (9) pohibit o stict disclosu, adcpt as i th psoal saty xmptio, OrS 192.445 ad th pumploy idticatio xmptio, OrS 192.447, public bodistai th disctio to disclos cods that could b xmpt pusuto Oo law. As th Attoy gal Maual mphasizs, xco OrS 192.445, OrS 192.447, ad ay stat o dal law pohii disclosu, all oth xmptios pmit disclosu, ad all pubodis should st dtmi i th is a ood aso to withhold

cod. I th acy opts o o-disclosu, this may b tstd uth Public rcods Law pocdus.

c. Pattd at dal Fdom oIomatio Act?

Th Oo Public rcods statuts ba similaity i som cto th Fdal Fdom o Iomatio Act ad appllat dcisioccasioally, but ot ivaiably, discuss th pupos ad wokipaalll dal povisios.

2. Discussio o ach xmptio.

Exemptions under ORS 192.501. each o ths xmptios is cotioal, that is, v i its scop applis, xmptio is subjct to whtthe public interest requires disclosure in the particular instance. Th bd o povi th applicability o ay xmptio ud OrS 192.

is always o th public body. Moov, th is always a psumpti avo o disclosu. Turner v. Reed, 22 O. App. 177, 538 P.2d (1975). Th idtity o th qust ad h motivs a v vat i dtmii whth th qust alls withi th scop oxmptio. Thy a lvat, howv, i th qustio o th puitst is achd.

(1)Records o a public body pertaining to litigation in which the public is a party or where the public body shows that such litigation is reasonlikely to occur. OrS 192.501(1). This xmptio applis oly to thcods compild o acquid by th public body o us i xisto dmostably xpctd litiatio ad ot cods collctd i odiay cous o busiss, v i subsqutly lvat to litiatLane County School District v. Parks, 55 O. App. 416, 637 P2d 1(1981). It dos ot apply to admiistativ pocdis o to litiatthat has b cocludd.

(2) Trade Secrets. OrS 192.501(2). Tad scts a dd by sut as o-pattd omula, plas, pocsss, poductio data simila iomatio. I od to qualiy o th xmptio, th imatio must b kow oly to ctai psos withi a oaizatb usd o busiss puposs, hav a actual pottial commvalu, ad iv a us a oppotuity to obtai a busiss advatov comptitos. F schduls ad pic lists may qualiy. Th tsct ditio i th Oo statut is somwhat aow thath Uiom Tad Scts Act ad this latioship is ot cla.

(3) Investigatory inormation compiled or criminal law purposes, othan the record o an arrest or the report o a crime, unless there is a cneed in a particular case to delay disclosure o an arrest or crime report. O


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192.501(3). Disclosu o ast iomatio o th pot o a cimmay b dlayd oly i ad o so lo as a cla d is show, i-cludi potctio o th victim o complaii paty. Aai, this is acoditioal xmptio ad th public itst may qui disclosu.

(4) Test questions, scoring keys, and other licensing examinations or em-ployment testing data. OrS 192.501(4). Th statut also covs poc-dus lati to admiistatio ad adi o xamiatios whth sult miht b actd by disclosu. This xmptio is dsidto potct th itity o th tsti o xamiatio pocss.

(5) Production, sale or purchase records or other private records required bylaw to be submitted to a public agency in order to determine ees or assessmentsand the amounts o ees or assessments payable. OrS 192.501(5). This x-mptio applis oly i th iomatio would pmit idticatio oa spcic busiss coc. Th xmptio dos ot cov busisscods submittd i coctio with a applicatio o a lics opmit bcaus this iomatio is ot utilizd to dtmi a oassssmt o stablishi a poductio quota.

(6)Real estate appraisals provided prior to acquisition. OrS 192.501(6).This xmptio applis wh th public body is itstd i acqui-i o codmi (but ot disposi o) al popty.

(7) Names o employees requesting representation or decertifcation elec-tions. OrS 192.501(7). This xmptio is applicabl oly to ioma-tio o spcic idividuals, ot to th umb o mploys who hav

votd o o aaist such actios.

(8)Investigatory inormation relating to a complaint fled with the Bu-reau o Labor. OrS 192.501(8). This xmptio dos ot apply to thcomplait itsl. Th xmptio ds wh th complait is solvdo a al od is issud.

(9)Investigatory inormation relating to unair labor practice complaints.OrS 192.501(9). Aai, th complait itsl is ot xmpt.

(10) Reports or inormation received or compiled by the Director o theDepartment o Consumer and Business Services. OrS 192.501(10). Thislats to ivstiatios ad ocmts coci dbt cosoli-dati acis.

(11)Inormation relating to location o archeological sites or objects exceptin cases where a governing body o an Indian tribe requests such inormation

or purposes o the tribes cultural or religious activities. OrS 192.501(11).This xmptio dos ot apply to commoly kow ad publicizdtouist acilitis o attactios.

(12) Personnel discipline action or inormation supporting such action.OrS 192.501(12). This xmptio lats oly to cods coc-i a compltd discipliay actio. It dos ot apply i a mploysis. Th Attoy gal has tak th positio that a publicbody may postpo a qust o cods whil a discipliay actio isstill pdi. Th public itst may i ay vt qui disclosu.

(13) Inormation developed under state statute regarding the habi-tat, location or population o any threatened or endangered species. OrS192.501(13). This xmptio is simila to th acholoical sit x-mptio, subsctio (11) abov.

(14) Writings prepared by, or under the direction o, aculty o pub-lic educational institutions completed in connection with research. OrS192.501(14). This xmptio applis oly bo th iomatio islasd, copyihtd o pattd.

(15) Computer programs developed by a public body or its own use. OrS192.501(15). This xmptio dos ot ptai to oiial data o aal-yss o oiial data. Th xmptio icluds iomatio that wouldpmit comput accss.

(16)Agricultural producers mediation records. OrS 192.501(16). Thisapplis to iomatio i coctio with ctai aicultual oclo-su pocdis.

(17) Unsae workplace investigations. OrS 192.501 (17). This applisto wokplac ivstiatoy iomatio but oly util a al dtmi-atio is mad.

(18) Operational plans regarding threats to individual or public saety. OrS 192.501(18). This dals with aticipatd thats to idividualso to th public saty ad applis wh disclosu would daidividuals o jopadiz th law ocmt activity.

(19)Audits o a telecommunications utility. 192.501(19). This xmp-tio is dsid to potct ital valuatios o citiqus o th utili-

tys opatios ad acial statmts quid to b ld ud statlaw. It dos potct a audit o a cost study that would b discovabli a cotstd cas dali with ats o oth matts.

(20) The residence address o an elector (voter) where a showing o a rea-sonable threat to personal saety is present. OrS 192.510(20). Th with-holdi o such iomatio must b at th qust o th vot, ac-compaid by viabl iomatio dmostati th basis o ththat. This is simila to xmptio ud OrS 192.445.

(21) Housing authority inormation submitted by applicants or, and re-cipients o loans, grants and tax credits. OrS192.501(21). This xmptioapplis to a vaity o acial iomatio lati to low icomhousi dvlops.

(22) Records that, i disclosed, would allow unauthorized access to public

property or would identiy areas o structural or operational vulnerabilityallowing unlawul disruption o public services. OrS 192.501(22). Thisxmptio potcts th dlivy o public svics ad pmits with-holdi o buildi iomatio ad iomatio that would allow ac-css to public uds o iomatio pocssi systms.

(23)Records that, i disclosed, would reveal security measures relating topublic employees, public buildings, computer or telecommunications services orthe secured operations o the Oregon Lottery. OrS 192.501(23). This is acompaio povisio to OrS 192.501(22).

(24) Personal inormation held by Oregon Health Sciences University(OHSU) or by the Oregon University System (OUS) relating to a per-son who has donated or is interested in donating to OHSU or OUS. OrS192.501(24). Th xmptio applis to iomatio that is psoali atu.

(25) OUS donation records. This xmpts th hom addss, pos-sioal addss ad tlpho umb o ay pso who has doatdo is itstd i doati to a stat uivsity, adlss o whatpublic body holds that iomatio.

(26)Records o persons who fle with, or pay an assessment to, certain state-created agricultural marketing group. OrS 192.501(26). This xmptsdisclosu o th ams ad addsss o thos li.

(27)Financial transer records. This xmpts all iomatio a publicbody posssss i latio to ud tass.

(28) Social Security numbers related to marital annulment, dissolution orseparation. Cout cods o ths subjcts must dact SSn ioma-tio.

(29) Student e-mail addresses. This xmpts all -mail addsss o

studts attdi a stat istitutio o hih lai.(30) OHSU medical researcher inormation. This xmpts psoal

iomatio ad locatio o thos coducti sach usi aimals.

(31) Certain personal inormation o public saety ofcers, i requested.

(32) Personal inormation o certain government attorneys that is con-tained in deeds and records not in records o the county clerk. This xmptsctai psoal iomatio i qustd by poscuti attoys,xcpt that ctai acial, mota, ad titl compais may suc-cssully qust such iomatio.

(33)Land management plans. This xmpts lad maamt plasquid o volutay stwadship amts td ito udOrS 541.423.


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(34) Sensitive records o the Oregon State Accident Insurance Fund Cor-poration (SAIF). This xmpts ssitiv busiss, acial, ad com-mcial iomatio o SAIF that is ot customaily povidd to busi-ss comptitos, with ctai umatd xcptios.

(35)Records o pending investigations by the Department o Public SaetyStandards and Training. This xmpts iomatio lati to ivs-tiatios coductd ud OrS 181.662 o 181.878 (6), util th d-patmt issus th pot dscibd i OrS 181.662 o 181.878.

(36) Medical examiners reports. This xmpts a mdical xamis

pot, autopsy pot o laboatoy tst pot odd by a mdicalxami ud OrS 146.117.

Exemptions which either are unconditional or have a sel-contained bal-ancing test concerning the public interest. OrS 192.502.

(1) Communications within a public body or between public bodies o anadvisory nature. OrS 192.502(1). This xmptio applis to mattswhich a ot actual ad a plimiay. It applis only ith publicbody dmostats i a paticula istac that th public itst icouai ak commuicatio btw public ocials clalyoutwihs th public itst i disclosu. Dats o matials adplimiay pots a public cods o puposs o this xmptio.Attoy gal Maual, I(e)(4) at 44-49. Moov, actual mat-ts must b disclosd i ay vt.

(2)Inormation o a personal nature, including but not limited to the typeo inormation kept in a personal, medical or similar fle, i public disclosureo the inormation would constitute an unreasonable invasion o privacy.OrS 192.502(2). This xmptio applis oly to iomatio o apsoal atu. Th public body has th bud o stablishi this.Moov, it must b stablishd that disclosu would costitut auasoabl ivasio o pivacy, that is, disclosu would b hihlyosiv to a asoabl pso. ev i this is show, disclosu isappopiat i, by cla ad covici vidc, it is show that thpublic itst quis it.

(3) Public employee or volunteer addresses, birthdates, Social Security andtelephone numbers maintained by a public agency. OrS 192.502(3). Thisxmptio dos ot apply to lctd ocials xcpt juds ad distictattoys, o to substitut tachs wh qustd by th tachspossioal uio, ad it dos ot apply wh th paty ski dis-

closu shows by cla ad covici vidc that th public itstquis disclosu.

(4)Inormation submitted to a public body in confdence where such inor-mation is not required by law to be submitted. OrS 192.502(4). This x-mptio mploys a v-pat tst: st, th iomatio was submittdo th coditio it would b kpt codtial; scod, th ioma-tio was ot quid by law to b submittd; thid, th iomatioshould asoably b cosidd codtial; outh, th public bodymust hav committd itsl, i ood aith, to kp th iomatiocodtial; ad ally, th public itst would su i th io-matio w disclosd.

(5) Inormation or records o the Department o Corrections (includingState Parole Board) to the extent that disclosure would interere with reha-bilitation. OrS 192.502(5). This xmptio dos ot apply ulss th

public itst i codtiality claly outwihs th public it-st i disclosu.

(6) Records, reports and other inormation compiled by the Director othe Department o Consumer and Business Services relating to lending in-stitutions. OrS 192.502(6). This xmptio applis oly wh thitsts o ldi istitutio ocs, mploys ad customs ipsvi codtiality outwihs public itst ad disclosu.

(7) Pre-Sentence Reports, Reports o Probation Ofcers and Victims State-ments. OrS 192.502(7). This xmptio icopoats statuts pohib-iti disclosu.

(8) Any records which are prohibited rom disclosure by ederal law orregulations. OrS 192.502(8). Th Attoy gal cocluds that

this xmptio applis v i th dal law ocs odisclosoly idictly, thouh loss o uds.

(9) Records or inormation prohibited or restricted or otherwise mconfdential or privileged under Oregon law. OrS 192.502(9). This iucoditioal xmptio lati to umous cods statuts ooutsid o th Public rcods Law. It icluds vidtiay pivilTh Attoy gal Maual aths may o ths povisios iAppdix g.

(10) Public records otherwise exempt which are transerred between

among public agencies. OrS 192.502(10). This xmptio is dsixtd th xmptio wh cods a tasd to aoth acy, i oiially xmpt o codtial. Ud OrS 192.410(1), custodia o a public cod dos ot iclud a public body that custody oly as at o aoth public body, ulss th cod is othwis availabl.

(11)Records o the Energy Facility Siting Council concerning security grams. OrS 192.502(11). This xmptio ally lats to scuo ucla pow plats.

(12) Employee and retiree personal inormation obtained by the PuEmployees Retirement System. OrS 192.502(12). This lats to psoal acial iomatio to b lasd oly to th idividualcocs.

(13)Records submitted by private persons or businesses to the State Tsurer or to the Oregon Investment Council relating to matters under coneration or public investment. OrS 192.502(13). This xmptio appoly to th xtt that disclosu o such cods would asoab xpctd to limit th ability o th Oo Ivstmt Coucicompt ctivly i pusuit o ivstmt objctivs. This xmtio dos ot apply to cocludd tasactios.

(14) Certain investment records o or submitted to the State Treasuthe Oregon Investment Council, the Oregon Growth Account Board oragents o those entites relating to investments in private investment uunder ORS 293 or 348. OrS 192.502(14). exmpts backoud tial such as acial statmts, potolio iomatio, ad amts, but dos ot xmpt iomatio o th idtity o uds th valu o ivstmts.

(15)Monthly reports concerning the Public Employees Retirement Fand Industrial Accident Fund. OrS 192.502(15). This xmptio plis to such cods o a piod o 90 days at th d o ach calquat.

(16)Reports o abandoned property until such time as the Director oDivision o State Lands has provided public notice thereo. OrS 192.502(This xmptio applis o two yas, oly.

(17) Records submitted to various economic development organizatOrS 192.502(17). This xmptio covs psoal acial stmts, ctai aibusiss cods, custom lists, makti stis, ad otiatios wh iomatio is povidd by applicao loas o svics.

(18)Reports submitted by private concerns used or computation o a trsient lodging tax where the report would allow identifcation o the pri

concern. OrS 192.502(18). I th tax is dliqut o mo thadays, howv, disclosu o th idtiyi iomatio shall occalo with oth data about th dliqucy.

(19)Inormation supplied or purposes o requesting court-appointed lcounsel. OrS 192.502(19). This xmpts psoal iomatio submtd to obtai idit ds.

(20) Workers compensation claim records. OrS 192.502(20). Uctai limitd cicumstacs, ths cods ca b lasd to iss o ovmt acis.

(21) Sensitive business records o Oregon Health Sciences Univer(OHSU). OrS 192.502(21). This lats to cods ot customapovidd to busiss comptitos.


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(22) Records o OHSU regarding candidates or university president.OrS 192.502(22).

(23)Library records, showing use o library materials by a named person.OrS 192.502(23). This xmptio pmits, but dos ot qui, li-bais to shild iomatio about thi patos.

(24)Financial inormation submitted by applicants or, and recipients o,low income loans, grants and tax credits through the state Housing and Com-munity Services Dept. OrS 192.502(24).

(25) Geographic inormation submitted by private orestland owners, vol-untarily and in confdence to the State Forestry Dept. not otherwise requiredby law to be submitted. OrS 192.502(25).

(26) Sensitive business records concerning the sale or purchase o electricpower, where a competitive disadvantage would result. OrS 192.502(26).This applis to commuity-owd utilitis.

(27) Sensitive business records submitted to or developed by the City Klam-ath Falls relating to the Klamath Cogeneration Project. OrS 192.502(27).

(28) Personally identifable public utility customer inormation. OrS192.502(28). This ow xtds to all idtiyi iomatio o cus-toms o lctic utilitis ad thos public bodis that povid wat,sw, o stom dai svics.

(29) A record o a persons address submitted to a special district or bus,

carpool, or similar public transit purposes. OrS 192.502(29).(30) Sensitive business records relating to Oregon Corrections Enterprises

not customarily provided to business competitors. OrS 192.502(30). Thislats to piso idustis.

(31) Confdential submissions to the Department o Consumer and Busi-ness Services. OrS 192.502(31).

(32) County election security plans. OrS 192.502(32). exmpts plaspusuat to OrS 254.074.

(33) Security programs concerning utilities, petroleum, telecommunica-tions, and data transmission. OrS 192.502(33).

(34)Inormation concerning paternity or support judgments or orders asdesignated by the Chie Justice o the Supreme Court. OrS 192.502(34).

(35)Employer account records o the State Accident Insurance Fund Cor-poration (SAIF). exmpts all cods spcically latd to a mploy-s accout cods at SAIF. OrS 192.502(35).

(36) Claimant fles o the State Accident Insurance Fund Corporation (SAIF). exmpts all SAIF ls ad associatd cods o ay psowho has mad a claim as dd i OrS 656.005. OrS 192.502(36).

(37) Military discharge records. exmpts, xcpt as authoizd byOrS 408.425, cods that ctiy o viy a idividuals dischao oth spaatio om militay svic. OrS 192.502(37).

B. Oth statutoy xclusios.

Th Attoy gal Maual povids a list o statuts icopo-atd by OrS 192.502(9) i Appdix g. exampls iclud:

Medical records. Ud OrS 192.525, mdical cods hld by i-th pivat o public istitutios povidi halth ca svicsa to mai codtial, with Stat Halth Divisio uidlisdictati wh accss to thos cods may b povidd to pivathalth ca povids.

Private fnancial records. Ud OrS 192.550 et seq., acial -cods o customs shall ot b povidd to a stat o local acyo ca thy b qustd by a stat o local acy. Howv,o-dposito-spcic iomatio is ot covd by this xmp-tio. Futhmo, th custom may waiv th codtialityquimt (OrS 192.560).

Educator personnel fles. Ud OrS 324.850(8), th Oo Cout

o Appals hld i Springfeld School District No. 19 v. Guard Pub-lishing Co., 156 O App 176, 967 P2d 510 (1998), that th cottso a ducatos psol l is ucoditioally potctd omdisclosu. Howv, i Oregonian Publishing Co. v. Portland PublicSchools, 329 O 393, 987 P2d 480 (1998), th Supm Cout hldthat matials caot b dumpd ito a ducatos psoll mly to kp th itms o-limits.

C. Cout-divd xclusios, commo law pohibitios,coizd pivils aaist disclosu.

Th Oo evidc Cod ad commo law pivils, which aicopoatd by OrS 192.502(9), pmit withholdi.

D. A sabl potios o cods cotaii xmptmatial availabl?

Ud OrS 192.505, th public body must sat xmpt ado-xmpt matials ad mak all o-xmpt matials availabl oxamiatio. This quimt xists v without a spcic qust.

e. Homlad Scuity Masus.

nw xmptios coci Couty lctio scuity ad utilitisscuity w actd i 2005. OrS 192.502(32) ad (33).

III. STATe LAW On eLeCTrOnIC reCOrDS

A. Ca th qust choos a omat o civicods?

Ys, i th omat is o that is usd by th public body o co-izd by th Oo Stat Achivs Divisio ud its adoptd ad-miistativ uls. Th Achivs Divisio uls a oud i OoAdmiistativ ruls (OAr) Ch. 166 - Divisios 5, 10, 17, 20, 25 ad30. OrS 192.440 (3) stats that i a cod is maitaid i lctoicom, th custodia shall povid it i th om qustd, i availabl.

B. Ca th qust obtai a customizd sach ocomput databass to ft paticula ds?

Ys. Th Attoy gal has tak th positio that such custom-izd sachs must b udtak i thy ca b do with xistisotwa ad comput poams.

C. Dos th xistc o iomatio i lctoic omatact its opss?

no. Public cods a witis lati to th publics busissadlss o physical om o chaactistics. OrS 192.410(4)(a);192.410(6).

D. How is -mail tatd?

I it lats to th publics busiss, -mail is tatd th sam as ayoth public cod ud OrS 192.410 ad 192.420 ad is subjct toth sam disclosu povisios ad xmptio claims.

1. Dos -mail costitut a cod?

Ys. Th Oo Attoy gal has dtmid that -mails apublic cods, subjct to disclosu i o-xmpt ad lati to thcoduct o th publics busiss. Attoy gal Maual, I(C)(1).

2. Public matt o ovmt -mail oovmt hadwa

Ys. I it lats to th publics busiss, -mail is tatd th samas ay oth public cod ud OrS 192.410 ad 192.420 ad issubjct to th sam disclosu povisios ad xmptio claims.

3. Pivat matt o ovmt -mail oovmt hadwa

I a -mail mssa dos ot lat to th publics busiss, thit is by statutoy ditio ot a public cod. OrS 192.410(4)(b).Howv, th Attoy gal Maual susts that i a pivatly-catd cod is usd o taid by a public ocial ad it lats to


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th publics busiss, it may bcom a public cod. See Attoygal Maual, I(C)(2).

4. Public matt o pivat -mail

A -mail that lats to th publics busiss is a public cod,adlss o wh it is stod. OrS 192.410(4)(a).

5. Pivat matt o pivat -mail

I th -mail dos ot lat to th publics busiss ad it is co-taid o a pivatly owd comput, th it is by statutoy ditioot a public cod. OrS 192.410(4)(b).

e. How a txt mssas ad istat mssas tatd?

Th is o statutoy o cas law spcically addssi this issu.Bcaus a txt mssa o istat mssa appas to mt th di-tio o witi i OrS 192.410, i such a mssa lats to th pub-lics busiss, it would b tatd th sam as ay oth public codud OrS 192.410 ad 192.420, ad would b subjct to th samdisclosu povisios ad xmptio claims.

1. Do txt mssas ad/o istat mssascostitut a cod?

Th is o statutoy o cas law spcically addssi this issu.Howv, i th txt mssa o istat mssa lats to th publicbusiss, th ud OrS 192.410(4)(a) it would b a public cod,subjct to th sam disclosu povisios ad xmptios that ovoth public cods.

2. Public matt mssa o ovmt hadwa.

Th is o statutoy o cas law spcically addssi this issu.nothlss, vy witi that lats to th publics busiss is apublic cod ud OrS 192.410(4)(a).

3. Pivat matt mssa o ovmt hadwa.

no. I a mssa dos ot lat to th publics busiss, th it isby statutoy ditio ot a public cod. OrS 192.410(4)(b).

4. Public matt mssa o pivat hadwa.

Th is o statutoy o cas law spcically addssi this issu.

Howv, ud th tms o 192.410, a cod lati to th pub-lics busiss is a public cod, adlss o wh it is stod. OrS192.410(4)(a).

5. Pivat matt mssa o pivat hadwa.

no. I a mssa dos ot lat to th publics busiss ad it iscotaid o a pivatly owd comput, th it is by statutoy d-itio ot a public cod. OrS 192.410(4)(b).

F. How a social mdia postis ad mssas tatd?

Th is o statutoy o cas law spcically addssi this issu.Th tst is whth a iv posti o mssa lats to th pub-lics busiss, ud OrS 192.410(4)(a), ad is a witi ud OrS192.410(6). Bcaus th ditio o witi is vy boad, post-is o mssas lati to th publics busiss a pobably public

cods.g. How a oli discussio boad posts tatd?

Th is o statutoy o cas law spcically addssi this issu.Th tst is whth a iv posti lats to th publics busiss,ud OrS 192.410(4)(a), ad is a witi ud OrS 192.410(6).Bcaus th ditio o witi is vy boad, postis o mssaslati to th publics busiss a pobably public cods.

H. Comput sotwa

OrS 192.501(15) xmpts [c]omput poams dvlopd opuchasd by o o ay public body o its ow us om disclo-su ulss th public itst quis disclosu i th paticula

istac. Th ditio o comput poam dos ot icldata, aalyss poducd by sotwa, o mathmatical ad statistomulas. OrS 192.501(15)(a)-(c). Th statut dos ot spcicaddssd sotwa that is licsd as opposd to puchasd. TAttoy gal has cocludd that OrS 192.440(2) quis pubodis to tiv ad mak availabl oxmpt comput o toically stod data ad iomatio, wh qustd, thouhcomput sotwa o poams i us by th public body, but tud OrS 192.501(15) th public body is ot quid to disclosudlyi sotwa o poam. OrS 268.357, coci sotw

dvlopd usi public uds by mtopolita svic disticts, []otwithstadi ay oth povisio o law, distict sotwa puct poammi souc cods, objct cods ad oaphic databo systms a codtial ad xmpt om public disclosu uOrS 192.502.

1. Is sotwa public?

S abov.

2. Is sotwa ad/o fl mtadata public?

Th is o cas law spcically addssi mtadata i th coo public cods. OrS 192.440(3) povids that [i] th public cis maitaid i a machi adabl o lctoic om, th custoa shall povid a copy o th public cod i th om qustdavailabl. I th public cod is ot availabl i th om qus

th custodia shall mak th public cod availabl in the orm in wthe custodian maintains the public record (mphasis addd). Bcausom i which may lctoic cods a stod icludd mta-dit is appas that this povisio maks l mtadata public, thouhcas has addssd th issu.

I. How a s o lctoic cods assssd?

Fs o lctoic cods a assssd o th sam basis as soth cods. OrS 192.440(4)(a) authoizs public bodis to stabs asoably calculatd to imbus th public body o th pubodys actual cost o maki public cods availabl. Th sam pvisio additioally allows s to cov th costs o summaizcompili o tailoi th public cods, ith i oaizatiomdia, to mt th psos qust. Th actual costs iclud tspt sachi, copyi, viwi ad dacti cods (iclud

dactios mad by attoys), as wll as tim spd maili coby spcial mthods. Actual costs do ot iclud tim attoys spdtmii whth th Public rcods Law applis, ad do otclud th costs o povidi cods i omats to accommodat hi- o visually-impaid popl ud th Amicas with DisabiliAct. Th costs o a sach may b chad v i o cods a ouo i th cods that a oud a all xmpt om disclosu. Pubodis may qui ppaymt o stimatd chas bo takitio o a qust. F waivs ad ductios a availabl as st oi OrS 192.440(5) ad (6).

J. Moy-maki schms.

Th is o statutoy o cas law addssi this issu.

1. rvus.

Th is o statutoy o cas law spcically addssi this issu

2. goaphic Iomatio Systms.


K. O-li dissmiatio.

OrS 192.430 quis a custodia o public cods to povpop ad asoabl oppotuitis o ispctio ad xamiao th cods i th oc o th custodia dui usual busihous to psos ski accss to public cods, ad OrS 192.44quis a asoabl oppotuity to ispct o copy public cono povisio ally quis public cods to b dissmiaov th Itt.


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IV. reCOrD CATegOrIeS -- OPen Or CLOSeD

Ud th al authoity o OrS 192.502(9) th Oo Lis-latu has taid siicat authoity to limit disclosu o spciccods povidd to, o compild by, paticula acis.

A. Autopsy pots.

OrS 192.501(36) coditioally xmpts om disclosu a mdicalxamis pot, autopsy pot o laboatoy tst pot odd bya mdical xami ud OrS 146.117. Ths a op to am-ily mmbs o a psoal pstativ o th dcasd o to aypso who may b cimially o civilly liabl o th dath; see OrS146.035(S) adi dath cods. I additio, dadly wapo adijuy pots mad ud OrS 146.750 a codtial ud OrS146.780.

B. Admiistativ ocmt cods (..,wok saty ad halth ispctios, o accidtivstiatios)

Sval coditioal xmptios ud OrS 192.501 xmpt spcicivstiatoy cods ulss th public itst quis disclosui th paticula istac. Spcically, OrS 192.501(8) coditio-ally xmpts ivstiatoy iomatio lati to complaits ldwith th Commissio o th Buau o Labo ad Idustis alliulawul mploymt pactics o oth civil ihts violatios. OrS192.501(9) coditioally xmpts ivstiatoy iomatio lati

to ay complait o cha ld ud ctai statuts, OrS 243.676ad 663.180, which coc uai labo pactics. OrS 192.501(10)coditioally xmpts iomatio civd o compild by th Di-cto o th Dpatmt o Cosum ad Busiss Svics withspct to ivstiatios o dbt cosolidatio acis ud OrS697.732. OrS 192.501(12) coditioally xmpts [a] psol dis-cipli actio, o matials o documts suppoti that actio, butis limitd to compltd discipliay actios wh a sactio is im-posd. City o Portland v. Rice, 308 O 118, 123, 775 P2d 1371, 1374(1989). I o cas, Oo couts hav dtmid that cods oa school disticts ivstiatio ito alld misus ad tht o dis-tict popty w ot xmpt ud OrS 192.502(9), 192.502(12)o OrS 342.850(8). Oregonian Publishing Company v. Portland SchoolDistrict No. 1J, 144 O. App. 180, 925 P.2d 591 (1996), modifed152O. App. 135, 952 P.2d 66 (1998), afrmed on other grounds329 O.

393, 987 P.2d 480 (1999). Howv, ivstiatio pots cosistio attoy-clit pivild commuicatios a xmpt ud OrS192.502(9).Klamath County School Dist. v. Teamey, 207 O. App. 250,140 P.3d 1152 (2006). OrS 192.501(17) coditioally xmpts ivs-tiatoy iomatio lati to ay complait o cha ld udOrS chapt 654, which cocs wokplac halth ad saty, such aschas ld with th Oo Occupatioal Saty ad Halth Divi-sio dui th ivstiatio. Whil this xmptio dos ot cov thcomplait itsl, a dit statut, OrS 654.062, maks th idtityo th complaii paty codtial. See Attoy gal Mau-al, I(e)(4)(c)(17). Th Attoy gal has dtmid that OrS192.501(20), which xmpts woks compsatio claim cods oth Dpatmt o Cosum ad Busiss Svics, pohibits a -qust o udactd cods o activ woks compsatio litia-tio cass. OrS 192.501(35) coditioally xmpts cods lati

to ctai ivstiatios coci licsi ad cticatio by thDpatmt o Public Saty Stadads ad Taii. OrS 676.165ad 676.175 xmpt ivstiatoy iomatio ad issud pots co-ci ivstiatios by halth possioal ulatoy boads.

1. ruls o activ ivstiatios.

OrS chapt 192 dos ot ally povid o dit tatmto activ ad closd admiistativ ivstiatios, but som xmp-tios do tat pdi ivstiatios ditly. OrS 192.501(1) co-ditioally xmpts cods ptaii to pdi litiatio to whicha public body is a paty, but dos ot xmpt cods ptaii tococludd litiatio. Th coditioal xmptio o ivstiatoy i-omatio coci complaits to th Commissio o th Buauo Labo ad Idustis, OrS 192.501(8) xtds oly util th com-

plait is solvd o a al od issus. Th coditioal xmptioi OrS 192.501(12) o psol discipli actio[s], o matials odocumts suppoti that actio, is limitd to completeddiscipliayactios wh a sactio is imposd, ad dos ot apply i th m-ploy cuts shot th ivstiatio by siatio. City o Portland v.Rice, 308 O. 118, 123, 775 P.2d 1371, 1374 (1989) (aowly costu-i xmptio). OrS 192.501(17) coditioally xmpts ivstiatoyiomatio lati to ctai wokplac halth ad saty complaitsad chas, icludi thos ld with th Oo OccupatioalSaty ad Halth Divisio, util a al admiistativ dtmiatio

is mad o, i a citatio issus, th mploy civs otic o thcitatio. Whil OrS 192.502(1) xmpts ctai advisoy matials,th Attoy gal ots that cods do ot qualiy o th OrS192.502(1) xmptio mly bcaus thy a plimiay o makcommdatios. Abst aoth basis o a xmptio, th Atto-y gals positio is that such pots a subjct to disclosu. SeeAttoy gal Maual, I(e)(4)(d) at 59.

2. ruls o closd ivstiatios.

S abov.

C. Bak cods.

Baki divisio pots ad dposit iomatio a ovd byOrS 706.720 ad 706.730. Simila povisios to savis ad loa as-sociatios ud OrS 722.419. Ctai limits coci dposito

iomatio a st oth i OrS 192.550.D. Budts.

Ud OrS 291.223, th stat budt is ppad by th govovy two yas but caot b publicly disclosd util Dcmb 1.Oth tha OrS 291.223, th appas to b o statutoy o cas lawspcically addssi budts as public cods. Th Oo Atto-y gals oc dtmid, i o cas, that a budt ppad bya public uivsity o a oudatio that was ot a public body wasothlss a oxmpt public cod. Attoy gal Maual,Appdix F-12 (Public rcods Od, Apil 22, 1988, Pt Muphy).

e. Busiss cods, facial data, tad scts.

See spcic xmptios o: tad scts (OrS 192.501(2)); po-ductio data (OrS 192.501(5)); poductio, sals, ad cost data ocustom lists submittd to acis (OrS 192.502(17)); ad psoaliomatio (OrS 192.502(2)).

I additio, icom tax pots ud OrS 314.835 ad 314.840a ot subjct to disclosu, o a ecoomic Dvlopmt Dpat-mt ad otiatio iomatio (OrS 194.160), ad xpot tadicopoatio acial cods ad tad scts (OrS 777.795). Idus-tial plat valuatio iomatio is also ot subjct to disclosu udOrS 305.420 ad 308.411.

F. Cotacts, poposals ad bids.

Cotacts, poposals ad bids a all ally op, xcpt i casso sald bid cotacts wh th sald bids hav ot b opd.OrS 279.027 dscibs wh a sald bid is availabl o public i-spctio.

g. Collctiv baaii cods.

Util cotact appoval, ths cods a ally codtial,ulss both th public acy ad th baaii uit a to thilas. As otd lat i th discussio o th Public Mtis Law,labo otiatios ivolvi public bodis ally pocd withoutth psc o ay ws mdia i xcutiv sssio. As a sult, whilth is o spcic cods xmptio, th customay pactic is tokp such cods codtial as cods o a xcutiv sssio.

H. Coos pots.

Ths a ot ally subjct to disclosu ud OrS 146.035(5).OrS 192.501(36) coditioally xmpts om disclosu a mdicalxamis pot, autopsy pot o laboatoy tst pot odd bya mdical xami ud OrS 146.117.


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I. ecoomic dvlopmt cods.

Ud OrS 194.160, ecoomic Dvlopmt Dpatmt ad -otiatio iomatio a ot subjct to disclosu.

J. elctio cods.

Idividualizd cods a ot subjct to disclosu, icludi a sp-cic povisio dali with vot chall iomatio ud OrS254.425. Oth alizd lctio data is op pusuat to OrSCh.254.

1. Vot istatio cods.

Ud OrS 247.965, vots may qust that addsss b x-mptd om disclosu, ad such a xmptio mais i ct u-til th vot qusts it b tmiatd o updats his/h istatioiomatio. Ud OrS 247.973 o o but a lctio ocial maymak a copy o povid a copy o a vots siatu. Additioally,OrS 247.955 pohibits us o vot istatio lists o commcialpuposs.

2. Voti sults.

Th is o statut spcically addssi lctio sults o su-sti dit tatmt o such cods. I 38 Op Atty g 1318,Octob 13, 1977, th Oo Attoy gal cocludd that alctio oc may ot us ispctio o poll book solly bcaus

ispctio may disclos how a paticula lcto votd.K. gu pmits.

OrS 166.292 idicats th shi shall kp a cod o ach li-cs issud ud OrS 166.291 ad this sctio, o wd pusu-at to OrS 166.295. Oos itmdiat appllat cout has hldthat cods o cocald hadu licss a public cods. MailTribune, Inc. v. Winters, 236 O. App. 91, 237 P.3d 831 (2010). Thcout hld that xcptios o psoal pivacy ud 192.502(2) ado scuity masus ud 192.502(23) did ot ally pohibitdisclosu abst a idividualizd showi o pivacy o scuity co-cs.

L. Hospital pots.

Patit-spcic cods a ally ot subjct to disclosu u-

d OrS 192.518, et seq.M. Psol cods.

Ths cods a ally availabl o disclosu (subjct to OrS192.501-505). But see OrS 192.501(12) (pmitti a public body tomak mploy discipliay actios codtial at th disctio oth mploy); OrS 192.502(2) (pmitti withholdi o ioma-tio o a psoal atu, icludi but ot limitd to th typ o i-omatio kpt i a psoal, mdical o simila l, i public disclo-su o th iomatio would costitut a uasoabl ivasioo pivacy) ad OrS 657.665 (pmitti withholdi o cods oemploymt Divisio). Spcial povisios apply o ducatos p-sol ls, icludi discipliay matts. OrS 324.850.

1. Salay.

Th oss pay o public mploys has b dtmid ot to bxmpt ud OrS 192.502(2). Attoy gal Maual, I(e)(4)(d)(2)(d), at 70. Th Attoy gal has also opid that th amouto volutay dductios ad how pay is spt a xmpt ud OrS192.502(2).

2. Discipliay cods.

OrS 192.501(12) coditioally xmpts [a] psol discipliactio, o matials o documts suppoti that actio, but is lim-itd to compltd discipliay actios wh a sactio is imposd.City o Portland v. Rice, 308 O. 118, 123, 775 P.2d 1371, 1374 (1989).Discipliay cods o om tachs a subjct to disclosu udOrS 339.388.

3. Applicatios.

Applicatios may b xmpt ud vaious xmptios o psopivacy ad mdical iomatio OrS 192.502(2); psoal aiomatio, Public rcods Od, Jauay 2, 1985, Sll; th addo tlpho umb o a mploy, OrS 192.502(3); iomatsubmittd i codc, OrS 192.502(4); ad oth psoal imatio

4. Psoally idtiyi iomatio.

OrS 192.502(2) xmpts [i]omatio o a psoal atu sas but ot limitd to that kpt i a psoal, mdical o simila lpublic disclosu would costitut a uasoabl ivasio o vacy, ulss th public itst by cla ad covici vidcquis disclosu i th paticula istac, ad placs th budth paty ski disclosu to show that disclosu would ot buasoabl ivasio o pivacy. Howv, iomatio i such athat is ot psoal, o th disclosu o which would ot b a usoabl ivasio o pivacy is ot xmpt. Attoy gal MauI(e)(4)(d)(2), at 63.

5. exps pots.

Th a o statuts o cass that spcically addss xpspots o ovmt mploys. OrS 192.501(5) coditioally mpts: [i]omatio cosisti o poductio cods, sal o p

chas cods o catch cods, o simila busiss cods o a pivcoc o tpis, quid by law to b submittd to o ispcby a ovmtal body to allow it to dtmi s o assssmpayabl o to stablish poductio quotas, ad th amouts o ss o assssmts payabl o paid, to th xtt that such iomtio is i a om which would pmit idticatio o th idividcoc o tpis. This xmptio dos ot iclud cods smittd by lo tm ca acilitis as dd i OrS 442.015 tostat o puposs o imbusmt o xpss o dtmii o patit ca. nothi i this subsctio shall limit th us whca b mad o such iomatio o ulatoy puposs o its admsibility i ay ocmt pocdi.

n. Polic cods.

OrS 192.501(3). Disclosu o ast iomatio o pot

cim may b dlayd i a cla d is show, icludi potctioth victim o complaii paty.

1. Accidt pots.

Th is o statutoy o cas law spcically addssi this isTh Attoy gal has addssd disclosu o accidt pom th Dpatmt o Taspotatio ad th Divisio o MoVhicls (DMV). S Appdix g o th Attoy gal Mau

2. Polic blott.


3. 911 taps.


4. Ivstiatoy cods.OrS 192.501(3) povids a coditioal xmptio o ivstiat

iomatio compild i cimial ivstiatios, whil allowi olimitd cicumstacs i which a cod o ast o th pot cim may mai codtial This xmptio dos ot xpi wth ivstiatio is closd, thouh th closd status o th ovmtal ivstiatio dcass th ovmts itst i maitaicodtiality. SeeAttoy gal Maual, I(e)(4)(c)(3).

OrS 192.502(1), which xmpts advisoy commuicatios whpublic itst i couai ak commuicatio btw ocad mploys claly outwihs th public itst i disclosu. ctly, i City o Portland v. Oregonian Publishing Co., 200 O. A120, 112 P.3d 457 (2005) th cout hld that Potlad Polic Bu


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cods coci th ivstiatio ad discipli o a polic ocwho killd a civilia dui a tac stop w ot xmpt om disclo-su ud this balaci aalysis.

a. ruls o activ ivstiatios.

With spct to polic ivstiatios, th appas to b o cat-oical distictio btw activ ad closd ivstiatios, thouhclosu may cha th balaci o itsts i th coditioal x-mptio, as otd abov. Th d o a ivstiatio miht alsolimiat a d to cocal a ast cod. S 5, blow.

b. ruls o closd ivstiatios.

S abov.

5. Ast cods.

OrS 192.501(3) quis disclosu o ast cods ulss th isa cla d to dlay disclosu i th cous o a spcic ivstia-tio, icludi th d to potct th complaii paty o victim.Such ast cods must b disclosd wh th d cass.

6. Compilatios o cimial histois.

Th is o statut o cas law spcically addssi this issu.Such compilatios do ot t th ditio o a ast cod.

7. Victims.

Ud OrS 192.501(3), th d to potct th complaii patyo victim, may udpi a cla d to dlay disclosu o astcods ad pots o cims. S also OrS 147.115 cocicim victim compsatio cods.

8. Cossios.


9. Cofdtial iomats.

OrS 192.502(4) xmpts [i]Iomatio submittd to a publicbody i codc ad ot othwis quid by law to b submittd,wh such iomatio should asoably b cosidd codtial,th public body has oblid itsl i ood aith ot to disclos thiomatio, ad wh th public itst would su by th disclo-

su.10. Polic tchiqus.

Iomatio compild i ivstiatios ot coctd with pd-i o cotmplatd poscutio may mai codtial i it woulddisclos ivstiativ tchiqus ad pocdus. SJensen v. Schi-man, 24 O. App. 11, 544 P.2d 1048 (1976; Attoy gal Maual I(e)(4)(c) at 37.

11. Mu shots.

OrS 181.592 xmpts pictus o juvil sx ods om dis-closu. Th appas to b o oth statutoy o cas law spcicallycoci mu shots. OrS 807.115 addsss disclosu o duplicatimas o DMV photoaphs.

12. Sx od cods.OrS 181.592 placs limits o th iomatio that may b lasd,

coci st-tim sx ods ad juvil sx ods, to thsx ods am ad dat o bith, am ad zip cod, am adtlpho umb o th supvisi cotact pso; th ams oay istitutios o hih ducatio that th sx od attds owoks at, adi th cas o o-juvil st-tim odsthods physical dsciptio ad photoaph. Th Attoy g-als oc did a ptitio o th Sx Od ristatio Uit oth Oo Stat Polic (OSP) to disclos its Sx Od Databasi lctoic om bcaus it was pat o la databas cotaiiboth xmpt ad oxmpt iomatio that could ot b ctivlysatd.

13. emcy mdical svics cods.

OrS 192.502(2) xmpts iomatio o a psoal atu, iclud-i but ot limitd to th typ o iomatio kpt i a psoal, mdi-cal o simila l, i public disclosu o th iomatio would co-stitut a uasoabl ivasio o pivacy. S abov. Poamdata coci mcy mdical tchicias is ulatd by OrS41.685.

O. Piso, paol ad pobatio pots.

OrS 192.502(5) xmpts piso, paol ad pobatio cods toth xtt that disclosu (1) would it with th habilitatioo a pso i custody o th Dpatmt o Coctios o would (2)substatially pjudic o pvt th cayi out o th Dpat-mts uctios, but th xcptio oly applis i th public itsti codtiality claly outwihs th public itst i disclosu.

P. Public utility cods.

OrS 192.502(28) xmpts psoally idtiabl iomatio aboutcustoms o a muicipal lctic utility o a popls utility distict, aswll as ctai psoal iomatio coci customs who -civ wat, sw, o stom dai svics om ctai public bodis.

Q. ral stat appaisals, otiatios.

1. Appaisals.

OrS 192.501(6) coditioally xmpts [i]omatio lati toth appaisal o al stat pio to its acquisitio om disclosu.

2. notiatios.


3. Tasactios.


4. Dds, lis, oclosus, titl histoy.


5. Zoi cods.


r. School ad uivsity cods.

1. Athltic cods.


2. Tust cods.


3. Studt cods.

OrS 192.501(29) coditioally xmpts th -mail addsss o stu-dts that attd stat colls ad uivsitis.

4. Oth.

OrS 192.502(21) xmpts ssitiv busiss cods o acial ocommcial iomatio o th Oo Halth ad Scic Uivsitythat is ot customaily povidd to busiss comptitos.

OrS 192.501(24) coditioally xmpts psoal iomatio hldby o ud th dictio o ocials o th Oo Halth ad Sci-

c Uivsity o th Oo Uivsity Systm about doos aditstd pospctiv doos.

OrS 192.501(25) coditioally xmpts th hom addss, pos-sioal addss ad tlpho umb o a doo o itstd pospc-tiv doo to th Oo Uivsity Systm, without th quimtthat th cods a hld ud th dictio o OUS ocials.

S. Vital statistics.

1. Bith ctifcats.

Ud OrS 432.121 ad 192.502(9) Bith cods o biths oc-cui withi 100 yas o th qust a xmpt om disclosu,thouh abstacts o such cods a mad public. Th a xcp-


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tios o ctai amily mmbs o a showi o itt to us thiomatio solly o sach puposs.

2. Maia & divoc.

Ud OrS 432.121, 432.165 ad 192.502(9) Maia cods omaias occui withi 50 yas o th qust a xmpt omdisclosu, thouh abstacts o such cods a mad public. Tha xcptios o ctai amily mmbs, a showi o itt to usth iomatio solly o sach puposs, o o a d to dt-mi popty ihts.

3. Dath ctifcats.

Ud OrS 432.121, 432.165 ad 192.502(9) Dath cods odaths occui withi 50 yas o th qust a xmpt om dis-closu, thouh abstacts o such cods a mad public. Th axcptios o ctai amily mmbs, a showi o itt to us thiomatio solly o sach puposs, o o a d to dtmipopty ihts.

4. Ictious disas ad halth pidmics.

OrS 433.008 xmpts [i]omatio obtaid by th OoHalth Authoity o a local public halth admiistato i th couso a ivstiatio o a potabl disas o disas outbak, withumatd xcptios o disclosu to stat ad dal acis,halth ca woks, psos with commuicabl disass, ad ctaioths, ulss th is cla ad covici vidc that th lasis cssay to avoid a immdiat da to oth idividuals o toth public.

V. PrOCeDUre FOr OBTAInIng reCOrDS

A. How to stat.

1. Who civs a qust?

All qusts a st dictd to th actual custodia o th codsi qustio. Oos viw pocdus th vay slihtly dpdiupo whth th cods i qustio a hld:

by a stat public body,

by a couty, city o local public body, o

by a lctd ocial.Appal om th dial o disclosu o cods hld by a stat public

body os st to th Attoy gal. OrS 192.450. A appal co-ci couty, city o local cods os st to th distict attoyo th couty i which th cods a locatd. OrS.192.460. Appalscoci cods hld by ay lctd ocial o dictly to cicuitcout. OrS 192.480.

2. Dos th law cov oal qusts?

Th Public rcods Law is silt o this issu. O cous, a wittqust will povid btt documtatio o appal.

a. Aamts to ispct & copy.

Th pso dsiatd as th custodia o th public cods o apublic body is obliatd to uish a asoabl oppotuity o i-

spctio ad xamiatio dui usual busiss hous. That psomay mak asoabl uls ad ulatios cssay o th potc-tio o th cods ad to pvt itc with th ula dis-cha o ocial dutis. OrS 192.430.

b. I a oal qust is did:

Aai, th law dos ot addss this. As a pactical matt, a wittqust should b mad, which will assist i appal.

(1). How dos th qust mmoializ thusal?

Th is o spcic quimt. As a pactical matt, th -qust should mak qusts i witi ad mmoializ th usali witi as wll.

(2). Do subsqut stps d to b iwiti?

S ots o ptitios to th Attoy gal, Distict Attoo cicuit cout blow.

3. Cotts o a witt qust.

Th a o spcic cott quimts. Th qust shospciy cods qustd as wll as is possibl.

a. Dsciptio o th cods.

Th qust should b as spcic as to tim ad atu as possiI paticula, limitatios o dats o cods will qutly spd aspos. Subjct matt o al dsciptio o cott a comm

b. nd to addss issus.

Th is o d to addss s. I th s will xcd $25, a pubody must ow com cost to its stimatd s bo icuthm. OrS 192.440(4)(c).

c. Pla o quick spos.

Th law dos ot addss this. As a pactical matt, such a pla b hlpul.

d. Ca th qust b o utu cods?

not addssd by statut o cas law.

. Oth.

no.

B. How lo to wait.

1. Statutoy, ulatoy o cout-st tim limits oacy spos.

This is a hol i Oos statutoy schm. OrS 192.440(1povids oly that a qust must b iv a asoabl opptuity to ispct ad copy cods, which, accodi to th Attogal, mas cods must b povidd withi a asoabl tiSom qusts stat i thi witt qust that i thy do ot a spos withi a spcid tim, thy will dm a lack o spo

to b a dial, titli thm to appal. no appllat dcisio hasdssd that, but it is cla that a public body must hav a oppotuto viw ad spod bo a appal may b tak. Morse BroODED, 103 O. App. 619, 798 P.2d 719 (1990).

2. Iomal tlpho iquiy as to status.

not addssd by statut. A iquiy may b usul i stablishthat a ctiv dial has b mad, bcaus th public body xcdd its asoabl oppotuity to viw ad spod.

3. Is dlay coizd as a dial o appalpuposs?

no cas has stablishd this.

4. Ay oth cous to coua a spos.

As abov, thati to dm a o-spos as a dial, thuslowi appal, may b usul.

C. Admiistativ appal.

I a cods qust is did by a stat public body, appal is mto th Attoy gal. OrS 192.450. I th dial is mad bcouty, city, o oth local body, th appal is mad to th disticttoy o th couty wh th public body is locatd. OrS 192.4I th dial is mad by a lctd ocial, howv, ay appal mb tak dictly to cout. OrS 192.480.

Contents o appeal letter. Th Public rcods Law pscibs a omptitio o viwi a did public cods qust. OrS 192.4


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Description o the record. Th ptitio should dscib th codssouht with paticulaity.

Need to address ee issues. no.

Plea or quick response. Th is o d to mak such a pla. Bothth Attoy gal ad a distict attoy must ul o th ptitiowithi sv days o cipt. OrS 192.465.

Can the request be or uture records? It would ot appa that a publicbody could ctivly dy a qust to ispct cods ot yt xist-

i, ad dial is quid o appal.1. Tim limit.

gally, th Attoy gal o th distict attoy must ulo th appal ptitio withi sv days o cipt. Howv withspct to halth possioal ulatoy boads, th Attoy galtaks th positio that th statuts allow t days to spod wha actd lics/applicat has th iht to spod to th ptitio.See Attoy gal Maual, I(g), at 108-09. I o dcisio isdd withi th statutoy tim limit, th ptitio is dmd d-id ad th qust may bi cout pocdis. I th Attoygal o distict attoy ats th ptitio i whol o i pat, thpublic body must comply with th od withi sv days at itsissuac ulss withi that piod it issus a otic o its ittio toistitut cout pocdis tsti th od o th Attoy gal

o Distict Attoy. OrS 192.450(2); 192.460. I th cas o statacis, such pocdis a ld i Maio Couty Cicuit Cout,wh th stat capital is locatd. I th cas o a Distict Attoyod, such pocdis a istitutd i th couty i which th pub-lic body has its lal juisdictio. I a stat acy dos ot complywith th Attoy gals od quii disclosu ad dos otissu otic o ittio to istitut pocdis withi th sv-daypiod o dos ot i act istitut such pocdis withi a subs-qut sv days, th qust is titld to cov costs o suit adasoabl attoy s i th vt o litiatio ov disclosu o thcods, regardlesso whth th qust is succssul i such a coutpocdi. OrS 192.490(3). This povisio dos ot apply to localpublic bodis that ail to ollow th Distict Attoys od.

2. To whom is a appal dictd?

a. Idividual acis.I couty, city, o local public bodis, th appal is dictd to th

distict attoy o th couty wh th cods a locatd. Foqusts to halth possioal ulatoy boads, as dd i OrS676.160, o cods cotai[i] iomatio coci a licso applicat, th ptitio must st sd a copy o th ptitio byst class mail to th halth possioal ulatoy boad, th lth ptitio with th Attoy gal. OrS 192.450(4); Attoygal guid (g)(1)(c), at 109. not that dcisios by idividuallctd ocials to withhold cods a ot viwabl by th Atto-y gal o distict attoy, but a subjct to cout viw. SOrS 192.480; Attoy gal Maual I(g)(3), at 110.

b. A stat commissio o ombudsma.

no.

c. Stat attoy al.

gally, all dials by stat public bodis a dictd to th At-toy gal. Howv, s a. abov adi halth possioalulatoy boads ad lctd ocials.

3. F issus.

Th is o d to addss issus.

4. Cotts o appal ltt.

Th Public rcods Law pscibs a om o ptitio o viwia did public cods qust. OrS 192.470. Th ptitio shoulddscib th cods souht with paticulaity. Spcically, th pti-

tio must: (1) idtiy th qust, (2) idtiy th public body thathas th cods bi souht, (3) idtiy th cods that a souht,(4) iclud a statmt that ispctio was qustd, ad (5) icluda statmt that th qust was did icludi th pso dyith qust ad th dat o th dial, i kow.

a. Dsciptio o cods o potios o codsdid.

Ys, s abov.

b. ruti th asos o dial.

not quid, but as a pactical matt this is vy hlpul. See At-toy gal Maual, I(g) at 108.

5. Waiti o a spos.

Typically, th Attoy gal o Distict Attoy has sv daysi which to at o dy th ptitio i whol o i pat. Howvwith spct to halth ulatoy boads, th Attoy gals octaks th positio that th statuts allow t days to spod wha actd lics has th iht to spod to th ptitio. S At-toy gal Maual, I(g), at 108-09.

6. Subsqut mdis.

Ay subsqut appal must b tak to cout.

D. Cout actio.

1. Who may su?

Ay paty dissatisd with th appal viw may su. A public bodymust issu otic o itt to su withi sv days ad must istitutsuit withi a subsqut sv days.

2. Pioity.

Ud OrS 192.490(2), pocdis ivolvi th dial o Publicrcods disclosu qusts shall tak pcdc o th dockt ovall oth causs xcpt thos th cout cosids o at impo-tac, ad shall b had ad tid at th alist pactical dat adxpditd i vy way.

3. Po s.

Stat law dos ot pclud apro se litiat.

4. Issus th cout will addss:

Th cout will dtmi th matt de novo. Th bud is o thpublic body to dmostat th applicability o th xmptio ad,wh applicabl, th public itst i odisclosu. Th cout isot oly titld to viw th cods i chambs, but idd shouldmak that xamiatio.Kluge v. Oregon State Bar, 172 O App 452, 19P3d 938 (2000).

a. Dial.

Ijuctiv li to vs a dial may b souht.

b. Fs o cods.

Stat couts hav juisdictio to viw th asoablss o s.In Deense o Animals v. OHSU, 199 O App 160, 112 P3d 336 (2005).

c. Dlays.

Th appas to b o statutoy o cas law o this spcic poit.

d. Patts o utu accss (dclaatoyjudmt).

Dclaatoy may b souht.

5. Pladi omat.

Th pocdis a ith o ijuctiv li o dclaatoy lii th cicuit cout, th tial cout o al juisdictio. Th OoUiom Tial Cout ruls, as supplmtd by local cout uls, dic-tat th atu ad om o th pladis to b usd ud th Ooruls o Civil Pocdu. I od to mak ctai that th litiatio is


21/46



iv th pioity pmittd by statut, th complait should b cap-tiod to idicat that it is litiatio ud th Public rcods Law.

6. Tim limit o fli suit.

Th is o spcic tim limit o li suit by a qust, althouhth balaci tsts icopoatd i may statutoy xcptios to dis-closu could i som istacs b tippd by th timliss o th -qust. As abov, public bodis must idicat thi ittio to su admust bi suit withi stict tim costaits.

7. What cout.With spct to stat acis, icludi ay actio o ijuctiv

o dclaatoy li ollowi a od o th Attoy gal, thlitiatio must b ld i Maio Couty Cicuit Cout. I th cas olocal ovmtal bodis, icludi actios ollowi a od by adistict attoy, th litiatio is to b istitutd i th cicuit cout oth couty i which th public body has its lal juisdictio. Actiosollowi actios by a lctd ocial may b i th local cicuit couto i Maio Couty. I th cods a hld by a halth possioalulatoy boad, a actio may b ld i th cicuit cout o thcouty wh th cods a hld. OrS 192.450(2), (6).

8. Judicial mdis availabl.

Ijuctios o dclaatoy judmts a th sol mdis avail-abl. I th vt that th cout ods th cods to b lasd adth public body uss to do so, such a usal could b puishd as acotmpt o cout. OrS 192.490(1). Th statut dos ot pmit thawad o ay damas o oth mdis aaist th acy.

9. Litiatio xpss.

I a cas wh th qust pvails tily ad obtais disclo-su, th qust is titld to asoabl attoys s ad litia-tio costs ad disbusmts at tial. I th qust pvails i pat,th Cout may, i its disctio, awad costs, disbusmts ad a-soabl attoys s o a potio tho. I th qust dos otpvail i th litiatio, th qust is ot liabl o th public bodysattoys s. I a stat acy dos ot comply with a Attoygals od quii disclosu ad ails to povid timly o-tic o to istitut pocdis withi sv days at th od, thqust is titld to attoys s adlss o th outcom o

subsqut litiatio. OrS 192.490(3).

a. Attoy s.

S abov.

b. Cout ad litiatio costs.

S abov.

10. Fis.

no, xcpt cotmpt o cout i th couts od is ot oby

11. Oth paltis.

no.

12. Sttlmt, pos ad cos.

I th matial qustd is tim-ssitiv, it may b that th qust will b satisd with som but ot all matials. Sttlmmay b att

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