Chapter 965 Oregon Laws 2001

 

AN ACT

 

HB 2581

 

Relating to elections; creating new provisions; amending ORS 44.510, 192.502, 246.140, 246.565, 247.013, 247.015, 247.563, 248.355, 249.013, 250.045, 250.127, 250.165, 250.265, 251.205, 251.215, 251.285, 254.056, 254.235, 254.470, 254.478, 254.485, 254.525, 254.575, 255.135, 258.006, 258.016, 258.036, 258.055, 258.161, 258.171, 258.181, 258.211, 258.221, 258.231, 258.241, 258.250, 258.280, 258.290, 258.300, 260.039, 260.042, 260.045, 260.083, 260.118, 260.156, 260.695, 260.737 and 260.993 and section 3, chapter 489, Oregon Laws 2001 (Enrolled Senate Bill 216); repealing ORS 260.522; and declaring an emergency.

 

Be It Enacted by the People of the State of Oregon:

 

          SECTION 1. ORS 247.015 is amended to read:

          247.015. (1) A qualified person absent from the state may register by mailing to the county clerk for the county in which the person resides a completed registration card or a signed statement containing the information required on a registration card.

          (2) An otherwise qualified person who will [complete the residence requirement or] attain the age of 18 years on or before the date of the election may register after the 60th day before the election.

          (3) On written request from a qualified person who by physical incapacity cannot register in the office of the county clerk, the county clerk of the county in which the person resides shall send the person a registration card or register the person at the person's residence.

          (4) An otherwise qualified person who will become a United States citizen after the 21st calendar day immediately preceding an election may register before the 20th day before the election. The county clerk of the county in which the person resides shall cancel the person's registration before the election unless the person appears before the county clerk and provides evidence of citizenship.

 

          SECTION 2. ORS 248.355 is amended to read:

          248.355. (1) In a year when a President and Vice President of the United States are to be nominated and elected, each political party nominating candidates for those offices shall select a number of candidates for elector of President and Vice President equal to the total number of Senators and Representatives to which this state is entitled in Congress.

          (2) A candidate for elector when selected shall sign a pledge that, if elected, the candidate will vote in the electoral college for the candidates of the party for President and Vice President. The Secretary of State shall prescribe the form of the pledge. The party shall certify the names of the selected candidates for elector to[, and file the pledge of each candidate with] the Secretary of State not later than the 70th day before the election of electors.

 

          SECTION 3. ORS 249.013 is amended to read:

          249.013. (1) No person shall be a candidate for more than one lucrative office to be filled at the same election.

          (2) No person shall file a nominating petition or declaration of candidacy for more than one lucrative office or more than one office of precinct committeeperson before the date of the election at which a person will be nominated or elected to each office unless the person first files a written withdrawal, under ORS 249.170, of the person's initial filing.

          (3) If at any time before the date of the election at which a person will be nominated or elected to each office it is determined that a person has filed two or more nominating petitions or declarations of candidacy for any lucrative office or two or more nominating petitions or declarations of candidacy for the office of precinct committeeperson without written withdrawal or withdrawals intervening, all such filings shall be invalid and any other filing made by the same person shall be void.

          (4)(a) No person shall be a candidate for more than one district office to be filled at the same election. This paragraph does not apply to a district that has fewer than 10,000 electors residing within the district.

          (b) No person shall be a candidate for more than one position on the same district board to be filled at the same election.

          (c) As used in this subsection, “district” means a district as defined in ORS 255.012.

          (5) No person shall be a candidate for more than one city office to be filled at the same election.

          [(5)] (6) Notwithstanding any provision of this section, in the case of a vacancy to be filled by election, the same person is eligible for nomination and election to both the unexpired and the succeeding terms. The name of the candidate may be placed on the ballot in both places.

 

          SECTION 4. ORS 250.045 is amended to read:

          250.045. (1) Before circulating a petition to initiate or refer a state measure under section 1, Article IV, Oregon Constitution, the petitioner shall file with the Secretary of State a prospective petition. The prospective petition for a state measure to be initiated shall contain a statement of sponsorship signed by at least 25 electors. The statement of sponsorship shall be attached to a full and correct copy of the measure to be initiated. The signatures in the statement of sponsorship must be accompanied by a certificate of the county clerk of each county in which the electors who signed the statement reside, stating the number of signatures believed to be genuine. The Secretary of State shall date and time stamp the prospective petition and specify the form on which the petition shall be printed for circulation. The secretary shall approve or disapprove the form of any petition signature sheet within five business days after the signature sheet is submitted for review by the secretary. The secretary shall retain the prospective petition.

          (2) The chief petitioner may amend the proposed initiated measure filed with the Secretary of State without filing another prospective petition, if:

          (a) The Attorney General certifies to the Secretary of State that the proposed amendment will not substantially change the substance of the measure; and

          (b) The deadline for submitting written comments on the draft title has not passed.

          (3) The cover of an initiative or referendum petition shall designate the name and residence address of not more than three persons as chief petitioners and shall contain instructions for persons obtaining signatures of electors on the petition. The instructions shall be adopted by the Secretary of State by rule. The cover of a referendum petition shall contain the title described in ORS 250.065 (1). If a petition seeking a different ballot title is not filed with the Supreme Court by the deadline for filing a petition under ORS 250.085, the cover of an initiative petition shall contain the ballot title described in ORS 250.067 (2). However, if the Supreme Court has reviewed the ballot title, the cover of the initiative petition shall contain the title certified by the court.

          (4) The chief petitioners shall include with the prospective petition a statement declaring whether one or more persons will be paid money or other valuable consideration for obtaining signatures of electors on the initiative or referendum petition. After the prospective petition is filed, the chief petitioners shall notify the filing officer not later than the 10th day after any of the chief petitioners first has knowledge or should have had knowledge that:

          (a) Any person is being paid for obtaining signatures, when the statement included with the prospective petition declared that no such person would be paid.

          (b) No person is being paid for obtaining signatures, when the statement included with the prospective petition declared that one or more such persons would be paid.

          (5)(a) Each sheet of signatures on an initiative petition shall contain the caption of the ballot title. Each sheet of signatures on a referendum petition shall contain the subject expressed in the title of the Act to be referred.

          (b) Each sheet of signatures on an initiative or referendum petition shall:

          (A) Contain only the signatures of electors of one county; and

          (B) If one or more persons will be paid for obtaining signatures of electors on the petition, contain a notice stating: “Some Circulators For This Petition Are Being Paid.” The notice shall be in boldfaced type and shall be prominently displayed on the sheet.

          (c) The Secretary of State by rule shall adopt a method of designation to distinguish signature sheets of referendum petitions containing the same subject reference and being circulated during the same period.

          (6) The reverse side of the cover of an initiative or referendum petition shall be used for obtaining signatures on an initiative or referendum petition.

          (7) Not more than 20 signatures on the signature sheet of the initiative or referendum petition shall be counted. The circulator shall certify on each signature sheet of the initiative or referendum petition that the individuals signed the sheet in the presence of the circulator and that the circulator believes each individual is an elector.

          (8) The person obtaining signatures on the petition shall carry at least one full and correct copy of the measure to be initiated or referred and shall allow any person to review a copy upon request of the person.

 

          SECTION 5. ORS 250.165 is amended to read:

          250.165. (1) Before circulating a petition to initiate or refer a county measure, the petitioner shall file with the county clerk a prospective petition. The county clerk immediately shall date and time stamp the prospective petition, and specify the form on which the petition shall be printed for circulation. The clerk shall retain the prospective petition.

          (2) The cover of an initiative or referendum petition shall designate the name and residence address of not more than three persons as chief petitioners and shall contain instructions for persons obtaining signatures of electors on the petition. The instructions shall be adopted by the Secretary of State by rule. The cover of a referendum petition shall contain the title described in ORS 250.175 (1). If the circuit court has not reviewed the ballot title under ORS 250.195, the cover of an initiative petition shall contain the ballot title described in ORS 250.175 (3). If the circuit court has reviewed the ballot title, the cover of the initiative petition shall contain the title certified by the court.

          (3) The chief petitioners shall include with the prospective petition a statement declaring whether one or more persons will be paid money or other valuable consideration for obtaining signatures of electors on the initiative or referendum petition. After the prospective petition is filed, the chief petitioners shall notify the filing officer not later than the 10th day after any of the chief petitioners first has knowledge or should have had knowledge that:

          (a) Any person is being paid for obtaining signatures, when the statement included with the prospective petition declared that no such person would be paid.

          (b) No person is being paid for obtaining signatures, when the statement included with the prospective petition declared that one or more such persons would be paid.

          (4)(a) Each sheet of signatures on an initiative petition shall contain the caption of the ballot title. Each sheet of signatures on a referendum petition shall contain the number of the ordinance or resolution to be referred, if any, and the date it was adopted by the county governing body.

          (b) Each sheet of signatures on an initiative or referendum petition shall[:],

          [(A)] if one or more persons will be paid for obtaining signatures of electors on the petition, contain a notice stating: “Some Circulators For This Petition Are Being Paid.”[; and]

          [(B) If the person obtaining the signatures on the initiative or referendum petition is being paid, contain a notice stating that the person obtaining the signatures is being paid. The notice shall be in boldfaced type and shall be prominently displayed on the sheet.]

          (5) The reverse side of the cover of an initiative or referendum petition shall be used for obtaining signatures on an initiative or referendum petition.

          (6) Not more than 20 signatures on the signature sheet of the initiative or referendum petition shall be counted. The circulator shall certify on each signature sheet that the individuals signed the sheet in the presence of the circulator and that the circulator believes each individual is an elector registered in the county.

          (7) If the gathering of signatures exceeds the period of one year from the time the petition is approved for circulation, any of the chief petitioners, on or before the anniversary of approval of the petition for circulation:

          (a) Shall file annually, with the county clerk, a statement that the initiative petition is still active; and

          (b) May submit to the county clerk for verification any signatures gathered on the petition in the preceding year.

          (8) Not later than 30 days before the date that the chief petitioners must file a statement and submit signatures under subsection (7) of this section, the county clerk shall notify the chief petitioners in writing of the requirements of subsection (7) of this section. The notice shall be sent by certified mail, return receipt requested.

          (9) A county clerk shall not accept for filing any petition which has not met the provisions of subsection (7) of this section.

          (10) The person obtaining signatures on the petition shall carry at least one full and correct copy of the measure to be initiated or referred and shall allow any person to review a copy upon request of the person.

 

          SECTION 6. ORS 250.265 is amended to read:

          250.265. (1) Before circulating a petition to initiate or refer a city measure, the petitioner shall file with the city elections officer a prospective petition. The officer immediately shall date and time stamp the prospective petition, and specify the form on which the petition shall be printed for circulation. The officer shall retain the prospective petition.

          (2) The cover of an initiative or referendum petition shall designate the name and residence address of not more than three persons as chief petitioners and shall contain instructions for persons obtaining signatures of electors on the petition. The instructions shall be adopted by the Secretary of State by rule. The cover of a referendum petition shall contain the title described in ORS 250.275 (1). If the circuit court has not reviewed the ballot title under ORS 250.296, the cover of an initiative petition shall contain the ballot title described in ORS 250.275 (3). If the circuit court has reviewed the ballot title, the cover of the initiative petition shall contain the title certified by the court.

          (3) The chief petitioners shall include with the prospective petition a statement declaring whether one or more persons will be paid money or other valuable consideration for obtaining signatures of electors on the initiative or referendum petition. After the prospective petition is filed, the chief petitioners shall notify the filing officer not later than the 10th day after any of the chief petitioners first has knowledge or should have had knowledge that:

          (a) Any person is being paid for obtaining signatures, when the statement included with the prospective petition declared that no such person would be paid.

          (b) No person is being paid for obtaining signatures, when the statement included with the prospective petition declared that one or more such persons would be paid.

          (4)(a) Each sheet of signatures on an initiative petition shall contain the caption of the ballot title. Each sheet of signatures on a referendum petition shall contain the number of the ordinance or resolution to be referred, if any, and the date it was adopted by the city governing body.

          (b) Each sheet of signatures on an initiative or referendum petition shall[:],

          [(A)] if one or more persons will be paid for obtaining signatures of electors on the petition, contain a notice stating: “Some Circulators For This Petition Are Being Paid.”[; and]

          [(B) If the person obtaining the signatures on the initiative or referendum petition is being paid, contain a notice stating that the person obtaining the signatures is being paid. The notice shall be in boldfaced type and shall be prominently displayed on the sheet.]

          (5) The reverse side of the cover of an initiative or referendum petition shall be used for obtaining signatures on an initiative or referendum petition.

          (6) Not more than 20 signatures on the signature sheet of the initiative or referendum petition shall be counted. The circulator shall certify on each signature sheet that the individuals signed the sheet in the presence of the circulator and that the circulator believes each individual is an elector registered in the city.

          (7) If the gathering of signatures exceeds the period of one year from the time the petition is approved for circulation, any of the chief petitioners, on or before the anniversary of approval of the petition for circulation:

          (a) Shall file annually, with the city elections officer, a statement that the initiative petition is still active; and

          (b) May submit to the city elections officer for verification any signatures gathered on the petition in the preceding year.

          (8) Not later than 30 days before the date that the chief petitioners must file a statement and submit signatures under subsection (7) of this section, the city elections officer shall notify the chief petitioners in writing of the requirements of subsection (7) of this section. The notice shall be sent by certified mail, return receipt requested.

          (9) A city elections officer shall not accept for filing any petition which has not met the provisions of subsection (7) of this section.

          (10) The person obtaining signatures on the petition shall carry at least one full and correct copy of the measure to be initiated or referred and shall allow any person to review a copy upon request of the person.

 

          SECTION 7. ORS 255.135 is amended to read:

          255.135. (1) Before circulating a petition to initiate or refer a district measure, the petitioner shall file with the elections officer a prospective petition. The elections officer immediately shall date and time stamp the prospective petition, and specify the form on which the petition shall be printed for circulation. The officer shall retain the prospective petition.

          (2) The cover of an initiative or referendum petition shall designate the name and residence address of not more than three persons as chief petitioners and shall contain instructions for persons obtaining signatures of electors on the petition. The instructions shall be adopted by the Secretary of State by rule. The cover of a referendum petition shall contain the title described in ORS 255.145 (1). If the circuit court has not reviewed the ballot title under ORS 255.155, the cover of an initiative petition shall contain the ballot title described in ORS 255.145 (3). If the circuit court has reviewed the ballot title, the cover of the initiative petition shall contain the title certified by the court.

          (3) The chief petitioners shall include with the prospective petition a statement declaring whether one or more persons will be paid money or other valuable consideration for obtaining signatures of electors on the initiative or referendum petition. After the prospective petition is filed, the chief petitioners shall notify the filing officer not later than the 10th day after any of the chief petitioners first has knowledge or should have had knowledge that:

          (a) Any person is being paid for obtaining signatures, when the statement included with the prospective petition declared that no such person would be paid.

          (b) No person is being paid for obtaining signatures, when the statement included with the prospective petition declared that one or more such persons would be paid.

          (4)(a) Each sheet of signatures on an initiative petition shall contain the caption of the ballot title. Each sheet of signatures on a referendum petition shall contain the number of the ordinance to be referred and the date it was adopted by the district board.

          (b) Each sheet of signatures on an initiative or referendum petition shall[:],

          [(A)] if one or more persons will be paid for obtaining signatures of electors on the petition, contain a notice stating: “Some Circulators For This Petition Are Being Paid.”[; and]

          [(B) If the person obtaining the signatures on the initiative or referendum petition is being paid, contain a notice stating that the person obtaining the signatures is being paid. The notice shall be in boldfaced type and shall be prominently displayed on the sheet.]

          (5) The reverse side of the cover of an initiative or referendum petition shall be used for obtaining signatures on an initiative or referendum petition.

          (6) Not more than 20 signatures on the signature sheet of the initiative or referendum petition shall be counted. The circulator shall certify on each signature sheet that the individuals signed the sheet in the presence of the circulator and that the circulator believes each individual is an elector registered in the district.

          (7) If the gathering of signatures exceeds the period of one year from the time the petition is approved for circulation, any of the chief petitioners, on or before the anniversary of approval of the petition for circulation:

          (a) Shall file annually with the elections officer a statement that the initiative petition is still active; and

          (b) May submit to the elections officer for verification any signatures gathered on the petition in the preceding year.

          (8) Not later than 30 days before the date that the chief petitioners must file a statement and submit signatures under subsection (7) of this section, the elections officer shall notify the chief petitioners in writing of the requirements of subsection (7) of this section. The notice shall be sent by certified mail, return receipt requested.

          (9) The elections officer shall not accept for filing any petition which has not met the provisions of subsection (7) of this section.

          (10) The person obtaining signatures on the petition shall carry at least one full and correct copy of the measure to be initiated or referred and shall allow any person to review a copy upon request of the person.

 

          SECTION 8. ORS 250.127 is amended to read:

          250.127. (1) Not later than the 99th day before a special election held on the date of a [biennial] primary election or any general election at which any state measure is to be submitted to the people, the officials named in ORS 250.125 shall prepare and file with the Secretary of State, estimates as described in ORS 250.125. The officials named in ORS 250.125 may begin preparation of the estimates described in ORS 250.125 on the date that a petition is accepted for verification of signatures under ORS 250.105 or the date that a measure referred by the Legislative Assembly is filed with the Secretary of State, whichever is applicable.

          (2) Not [sooner than the 98th nor] later than the 95th day before the election, the Secretary of State shall hold a hearing in Salem upon reasonable statewide notice to receive suggested changes to the estimates or other information. At the hearing any person may submit suggested changes or other information orally or in writing. Written suggestions or other information also may be submitted at any time before the hearing.

          (3) The officials named in ORS 250.125 shall consider suggestions and any other information submitted under subsection (2) of this section, and may file revised estimates with the Secretary of State not later than the 90th day before the election.

          (4) Except as provided in subsection (5) of this section, the original estimates and any revised estimates shall be approved by at least three of the officials named in ORS 250.125. If an official does not concur, the estimates shall show only that the official dissents. The Secretary of State shall certify final estimates not later than the 90th day before the election at which the measure is to be voted upon. All estimates prepared under ORS 250.125 and this section shall be made available to the public.

          (5) If two or more of the officials named in ORS 250.125 do not approve the estimates, the Secretary of State alone shall prepare, file and certify the estimates not later than the 88th day before the election at which the measure is to be voted upon with the data upon which it is based.

          (6) The support or opposition of any official named in ORS 250.125 to the original or revised estimates shall be indicated in the minutes of any meeting of the officials. Meetings of the officials shall be open to the public. Designees of the officials named in ORS 250.125 may attend any meetings of the officials in the place of the officials, but the designees may not vote to approve or oppose any estimates.

          (7) A failure to prepare, file or certify estimates under ORS 250.125, this section or ORS 250.131 shall not prevent the inclusion of the measure in the voters' pamphlet or placement of the measure on the ballot.

          (8) If the estimates are not delivered to the county clerk by the 61st day before the election, the county clerk may proceed with the printing of ballots. The county clerk shall not be required to reprint ballots to include the estimates or to provide supplemental information that includes the estimates.

 

          SECTION 9. ORS 251.205 is amended to read:

          251.205. (1) As used in this section, “proponents” means:

          (a) With respect to any state measure initiated or referred by petition, the chief petitioners; or

          (b) With respect to a measure referred by the Legislative Assembly, the President of the Senate, who shall appoint a Senator, and the Speaker of the House of Representatives, who shall appoint a Representative.

          (2) For each state measure to be submitted to the people at a special election held on the date of a [biennial] primary election or any general election, a committee of five citizens shall be selected to prepare the explanatory statement under ORS 251.215.

          (3) Not later than the 120th day before the election, the proponents of the measure shall appoint two members to the committee and notify the Secretary of State in writing of the selections. If the proponents do not appoint two members, the Secretary of State shall appoint two members of the committee from among supporters, if any, of the measure not later than the 118th day before the election.

          (4) Not later than the 118th day before the election, the Secretary of State shall appoint two members of the committee from among the opponents, if any, of the measure.

          (5) The four appointed members of the committee shall select the fifth member and notify the Secretary of State in writing of the selection. If the four members have not selected the fifth member by the 111th day before the election, the fifth member shall be appointed by the Secretary of State not later than the 109th day before the election.

          (6) A vacancy shall be filled not later than two business days after the vacancy occurs by the person who made the original appointment. Unless the Secretary of State fills a vacancy, the person filling the vacancy shall notify the Secretary of State in writing of the selection.

          (7) With respect to a measure referred by the Legislative Assembly, a Senator or Representative appointed under subsection (2) of this section may disclose whether the Senator or Representative supports or opposes the state measure. The Secretary of State shall print the disclosure in the voters' pamphlet following the explanatory statement.

          (8) The Legislative Administration Committee shall provide any administrative staff assistance required by the explanatory statement committee to facilitate the work of the explanatory statement committee under this section or ORS 251.215.

          (9) For purposes of this section, “measure” includes an initiative petition relating to a state measure that has been filed with the Secretary of State for the purpose of verifying signatures under ORS 250.105. The requirements of this section shall not apply to the petition if the secretary determines that the petition contains less than the required number of signatures of electors.

 

          SECTION 10. ORS 251.215 is amended to read:

          251.215. (1) Not later than the 99th day before a special election held on the date of a [biennial] primary election or any general election at which any state measure is to be submitted to the people, the committee appointed under ORS 251.205 shall prepare and file with the Secretary of State, an impartial, simple and understandable statement explaining the measure. The statement shall not exceed 500 words.

          (2) Not [sooner than the 98th nor] later than the 95th day before the election, the Secretary of State shall hold a hearing in Salem upon reasonable statewide notice to receive suggested changes or other information relating to any explanatory statement. At the hearing any person may submit suggested changes or other information orally or in writing. Written suggestions or other information also may be submitted at any time before the hearing.

          (3) The committee for each measure shall consider suggestions and any other information submitted under subsection (2) of this section, and may file a revised statement with the Secretary of State not later than the 90th day before the election.

          (4) The original statement and any revised statement must be approved by at least three members of the committee. If a member does not concur, the statement shall show only that the member dissents.

          (5) For purposes of this section, “measure” includes an initiative petition relating to a state measure that has been filed with the Secretary of State for the purpose of verifying signatures under ORS 250.105. The requirements of this section shall not apply to the petition if the secretary determines that the petition contains less than the required number of signatures of electors.

 

          SECTION 11. ORS 251.285 is amended to read:

          251.285. (1) If any county measure or any measure of a metropolitan service district organized under ORS chapter 268, and the ballot title, explanatory statement and arguments relating to the measure, are to be included by the Secretary of State in the state voters' pamphlet as provided in ORS 251.067, the requirements of this section shall be satisfied.

          (2) The county or district measure, ballot title, explanatory statement and arguments shall not be printed in the voters' pamphlet unless:

          (a) The ballot title is a concise and impartial statement of the purpose of the measure;

          (b) The explanatory statement is an impartial, simple and understandable statement explaining the measure and its effect;

          (c) The county or metropolitan service district adopts and complies with an ordinance that provides a review procedure for a ballot title or explanatory statement which is contested because it does not comply with the requirements of paragraph (a) or (b) of this subsection;

          (d) The county or metropolitan service district adopts and complies with an ordinance that provides for acceptance of typewritten arguments relating to the measure to be printed on [29.8] 30 square inches of the voters' pamphlet; and

          (e) The county or metropolitan service district does not require of a person filing an argument a payment of more than $300, or a petition containing more than a number of signatures equal to 1,000 electors eligible to vote on the measure or 10 percent of the total of such electors, whichever is less.

          (3) Any judicial review of a determination made under the review procedures adopted under subsection (2)(c) of this section shall be first and finally in the circuit court of the judicial district in which the county is located or, for a district measure, in the circuit court of the judicial district in which the administrative office of the metropolitan service district is located.

          (4) If the county or metropolitan service district has adopted and complied with ordinances prescribed in subsection (2) of this section, the decision to include the county or district measure, ballot title, explanatory statement and arguments in the voters' pamphlet shall be made by:

          (a) The county governing body with regard to any county measure or the council of the metropolitan service district with regard to any district measure;

          (b) The chief petitioners of the initiative or referendum with regard to a county or district measure initiated or referred by the people. The chief petitioners shall indicate their decision in a statement signed by all of the chief petitioners and filed with the county clerk or, for a district measure, with the executive officer of the metropolitan service district; or

          (c) A political committee, as defined in ORS 260.005, that opposes the county or district measure. The committee shall indicate its decision in a statement signed by every committee director, as defined in ORS 260.005, and filed with the county clerk or, for a district measure, with the executive officer of the metropolitan service district.

          (5) The county or metropolitan service district shall file the measure, ballot title, explanatory statement and arguments with the Secretary of State not later than the 70th day before the general election or the 68th day before a special election held on the date of any [biennial] primary election. The county or district shall pay to the Secretary of State the cost of including the county or district material in the pamphlet as determined by the secretary. The Secretary of State shall not have this material printed in the pamphlet unless:

          (a) The time for filing a petition for judicial review of a determination made under subsection (2)(c) of this section has passed; and

          (b) The measure, title, statement and arguments properly filed with the county or metropolitan service district, are delivered to the secretary.

 

          SECTION 12. ORS 254.056 is amended to read:

          254.056. (1) The general election shall be held on the first Tuesday after the first Monday in November of each even-numbered year. At the general election officers of the state and subdivisions of the state, members of Congress and electors of President and Vice President of the United States as are to be elected in that year shall be elected.

          (2) The [biennial] primary election shall be held on the third Tuesday in May of each even-numbered year. At the [biennial] primary election precinct committeepersons shall be elected and major political party candidates shall be nominated for offices to be filled at the general election held in that year.

 

          SECTION 13. (1) The amendments to ORS 254.056 by section 12 of this 2001 Act are intended to change the name of the biennial primary election to the primary election.

          (2) For the purpose of harmonizing and clarifying statute sections published in Oregon Revised Statutes, the Legislative Counsel may substitute for words designating the biennial primary election, wherever they occur in Oregon Revised Statutes, other words designating the primary election.

 

          SECTION 14. ORS 254.470 is amended to read:

          254.470. (1) An election by mail shall be conducted as provided in this section. The Secretary of State may adopt rules governing the procedures for conducting an election by mail.

          (2) [When conducting an election by mail, the county clerk may designate the county clerk's office or one central location in the electoral district in which the election is conducted as the single place to obtain a replacement ballot under subsection (9) of this section.] The Secretary of State by rule shall establish requirements and criteria for the designation of places of deposit for the ballots cast in the election. The rules shall also specify the dates and times the places of deposit must be open and the security requirements for the places of deposit. At a minimum, the places designated under this section shall be open on the date of the election for a period[, determined by the county clerk,] of eight or more hours, but must be open until at least 8 p.m.

          (3)(a) Except as provided in paragraphs (b), (c) and (d) of this subsection, the county clerk shall mail by nonforwardable mail an official ballot with a return identification envelope and a secrecy envelope not sooner than the 18th day before the date of an election conducted by mail and not later than the 14th day before the date of the election, to each active elector of the electoral district as of the 21st day before the date of the election.

          (b) Notwithstanding paragraph (a) of this subsection, if the county clerk determines that an active elector of the electoral district as of the 21st day before the date of the election does not receive daily mail service from the United States Postal Service, the county clerk shall mail by nonforwardable mail an official ballot with a return identification envelope and a secrecy envelope to the elector not sooner than the 20th day before the date of an election conducted by mail and not later than the 18th day before the date of the election.

          (c) Notwithstanding paragraph (a) of this subsection, the Secretary of State by rule shall specify the date on which all ballots shall be mailed for any state election conducted by mail under ORS 254.465 (2).

          (d) Notwithstanding paragraph (a) of this subsection, in the case of ballots to be mailed to addresses outside this state to electors who are not long-term absent electors, the county clerk may mail the ballots not sooner than the 29th day before the date of the election.

          (4) For an election held on the date of a [biennial] primary election:

          (a) The county clerk shall mail the official ballot of a major political party to each elector who is registered as being affiliated with the major political party as of the 21st day before the date of the election.

          (b) An elector not affiliated with any political party shall be mailed the ballot of a major political party in whose [biennial] primary election the elector wishes to vote if the elector has applied for the ballot as provided in this subsection and that party has provided under ORS 254.365 for a [biennial] primary election that admits electors not affiliated with any political party.

          (c) An elector not affiliated with any political party who wishes to vote in the [biennial] primary election of a major political party shall apply to the county clerk in writing. Except for electors described in subsection (5) of this section, and subject to ORS 247.203, the application must be received by the county clerk not later than 5 p.m. of the 21st day before the date of the election.

          (d) If the [biennial] primary election ballot includes city, county or nonpartisan offices or measures, an elector not eligible to vote for party candidates shall be mailed a ballot limited to those offices and measures for which the elector is eligible to vote.

          (5) For each elector who updates a voter registration after the deadline in ORS 247.025, the county clerk shall make the official ballot, the return identification envelope and the secrecy envelope available either by mail or at the county clerk's office or at another place designated by the county clerk. An elector to whom this subsection applies must request a ballot from the county clerk. [The elector shall mark the ballot, sign the return identification envelope, comply with the instructions provided with the ballot and return the ballot in the return identification envelope to the county clerk.]

          [(6) Notwithstanding subsection (3) or (4) of this section, replacement ballots need not be mailed after the fifth day before the date of the election. A replacement ballot may be mailed or shall be made available in the office of the county clerk.]

          [(7)] (6) The ballot or ballot label shall contain the following warning:

______________________________________________________________________________

 

          Any person who, by use of force or other means, unduly influences an elector to vote in any particular manner or to refrain from voting, is subject, upon conviction, to imprisonment or to a fine, or both.

______________________________________________________________________________

 

          [(8)] (7) [This subsection applies to an elector to whom subsection (3) or (4) of this section applies.] Upon receipt of [the] any ballot described in this section, the elector shall mark [it] the ballot, sign the return identification envelope supplied with the ballot and comply with the instructions provided with the ballot. The elector may return the marked ballot to the county clerk by United States mail or by depositing the ballot at the office of the county clerk, [or] at any place of deposit designated by the county clerk or at any location described in ORS 254.472 or 254.474. The ballot must be returned in the return identification envelope. If the elector returns the ballot by mail, the elector must provide the postage. A ballot must be received at the office of the county clerk, [or] the designated place of deposit or at any location described in ORS 254.472 or 254.474 not later than the end of the period determined under subsection (2) of this section on the date of the election.

          [(9)] (8) An elector may obtain a replacement ballot if the ballot is destroyed, spoiled, lost or not received by the elector. Replacement ballots shall be issued and processed as described in this section and section 27 of this 2001 Act. The county clerk shall keep a record of each replacement ballot provided under this subsection. Notwithstanding any deadline for mailing ballots in subsection (3) or (4) of this section, a replacement ballot may be mailed, made available in the office of the county clerk or made available at one central location in the electoral district in which the election is conducted. The county clerk shall designate the central location. A replacement ballot need not be mailed after the fifth day before the date of the election.

          [(10)] (9) A ballot shall be counted only if:

          (a) It is returned in the return identification envelope;

          (b) The envelope is signed by the elector to whom the ballot is issued; and

          (c) The signature is verified as provided in subsection [(11)] (10) of this section.

          [(11)] (10) The county clerk shall verify the signature of each elector on the return identification envelope with the signature on the elector's registration card, according to the procedure provided by rules adopted by the Secretary of State. If the county clerk determines that an elector to whom a replacement ballot has been issued has voted more than once, the county clerk shall [not] count [any] only one ballot cast by that elector.

          [(12)] (11) At 8 p.m. on election day, electors who are at the county clerk's office, [or] a site designated under subsection (2) of this section or any location described in ORS 254.472 or 254.474 and who are in line waiting to vote or deposit a voted ballot shall be considered to have begun the act of voting.

 

          SECTION 15. ORS 254.478 is amended to read:

          254.478. Not sooner than the [fifth] seventh day before the date of an election, in preparation for counting ballots delivered by mail, the county clerk may begin opening return identification and secrecy envelopes of ballots delivered by mail and received by the county clerk. The county clerk may take any other actions that are necessary to allow the counting of ballots delivered by mail to begin on election day.

 

          SECTION 16. ORS 260.695 is amended to read:

          260.695. (1) No person shall print or circulate an imitation of the ballot or sample ballot, or a portion of the ballot or sample ballot, which contains information which will not appear, or deletes information which will appear, on the ballot or sample ballot, or that portion of the ballot or sample ballot, unless the imitation of the ballot or sample ballot, or portion of the ballot or sample ballot, contains the following statement in bold type: “NOT FOR OFFICIAL USE.” This subsection does not prohibit the printing or circulation of an imitation of a ballot which illustrates the manner in which a candidate's name may be written in for an office.

          (2) No person, within any building in which a polling place is located or within 100 feet measured radially from any entrance to the building, shall do any electioneering, including circulating any cards or hand bills, or soliciting signatures to any petition. No person shall do any electioneering by public address system located more than 100 feet from an entrance to the building but capable of being understood within 100 feet of the building. The electioneering need not relate to the election being conducted.

          (3) No person shall obstruct an entrance of a building in which a polling place is located.

          [(4) No person, within a polling place, shall wear a political badge, button or other insignia.]

          [(5)] (4) No person shall vote or offer to vote in any election or at any polling place knowing the person is not entitled to vote.

          [(6)] (5) No person at a polling place, other than an election board member, shall deliver a ballot to an elector.

          [(7)] (6) No elector other than an absent elector shall knowingly receive a ballot from any other person than an election board member.

          [(8)] (7) No person shall make a false statement about the person's inability to mark a ballot.

          [(9)] (8) No person, except an elections official in performance of duties or other person providing assistance to a handicapped elector, shall ask a person at the polling place for whom that person intends to vote, or examine or attempt to examine the person's ballot.

          [(10)] (9) No person shall show the person's own marked or punched ballot to another person to reveal how it was marked or punched.

          [(11)] (10) No elections official, other than in the performance of duties, shall disclose to any person any information by which it can be ascertained for whom any elector has voted.

          [(12)] (11) No person, other than an elections official in performance of duties, shall do anything to a ballot to permit identification of the person who voted.

          [(13)] (12) No elector shall deliver a ballot to an election board member except the ballot the elector received from an election board member. Nothing in this subsection shall prohibit a person from delivering any absentee ballot or ballots to an election board member.

          [(14)] (13) No person, except an election board member, shall receive from an elector other than an absent elector a marked or punched ballot.

          [(15)] (14) No elector shall willfully leave in the polling place anything that will show how the elector's ballot was marked or punched.

          [(16)] (15) No person, except an elections official in performance of duties, shall remove a ballot from any polling place.

          [(17)] (16) No person, except an elections official in performance of duties or a person authorized by that official, shall willfully deface, remove, alter or destroy a posted election notice.

          [(18)] (17) No person, except an elections official in performance of duties, shall willfully remove, alter or destroy election equipment or supplies, or break the seal or open any sealed package containing election supplies.

 

          SECTION 17. ORS 260.737 is amended to read:

          260.737. (1) A slate mailer organization shall not send a slate mailer unless all of the following are satisfied:

          (a) The name and address of the slate mailer organization shall be shown on the outside of each piece of the slate mailer in a legible size and type.

          (b) The following notice shall appear in a legible size and type at the top or bottom of the front side of the slate mailer:

______________________________________________________________________________

 

NOTICE TO VOTERS

 

THIS DOCUMENT WAS NOT PREPARED BY A POLITICAL PARTY COMMITTEE OR PARTY CAUCUS COMMITTEE.

 

CANDIDATES AND MEASURES MARKED WITH AN * PAID FOR APPEARANCE IN THIS DOCUMENT.

______________________________________________________________________________

 

          (c) Each candidate that has paid to appear in the slate mailer and each measure on whose behalf payment has been received to appear in the slate mailer shall be designated by an asterisk of legible size immediately following the name of the candidate or the name or number of the measure in each instance where the name of the candidate or the name or number of the measure appears in the slate mailer.

          (2) The Secretary of State by rule shall define “legible size” and “legible size and type” as used in this section.

          (3) For purposes of ORS 260.735 and this section, “address” means the address of a residence, office, headquarters or similar location where the slate mailer organization or a responsible officer of the slate mailer organization may be conveniently located. If the slate mailer organization is a political committee, the address shall be the address of the political committee included in the statement of organization under ORS 260.039 or 260.042.

          [(4) Nothing in this section is intended to affect the requirements of ORS 260.522.]

          [(5)] (4) The Secretary of State by rule may define the term “payment” as used in this section and ORS 260.005 (20) and 260.735.

 

          SECTION 18. ORS 44.510 is amended to read:

          44.510. As used in ORS 44.510 to 44.540, unless the context requires otherwise:

          (1) “Information” has its ordinary meaning and includes, but is not limited to, any written, oral, pictorial or electronically recorded news or other data.

          (2) “Medium of communication” has its ordinary meaning and includes, but is not limited to, any newspaper, magazine or other periodical, book, pamphlet, news service, wire service, news or feature syndicate, broadcast station or network, or cable television system. Any information which is a portion of a governmental utterance made by an official or employee of government within the scope of [his or her] the official's or employee's governmental function, or any political publication subject to ORS [260.522,] 260.532 and 260.605, is not included within the meaning of “medium of communication.”

          (3) “Processing” has its ordinary meaning and includes, but is not limited to, the compiling, storing and editing of information.

          (4) “Published information” means any information disseminated to the public.

          (5) “Unpublished information” means any information not disseminated to the public, whether or not related information has been disseminated. “Unpublished information” includes, but is not limited to, all notes, outtakes, photographs, tapes or other data of whatever sort not themselves disseminated to the public through a medium of communication, whether or not published information based upon or related to such material has been disseminated.

 

          SECTION 19. ORS 260.993 is amended to read:

          260.993. (1) The penalty for violation of ORS 260.532 is limited to that provided in ORS 260.532 (6) and (8).

          (2) Violation of ORS 247.125, 247.171 (5), 247.420 (2), 253.710, 260.402, 260.555, 260.575, 260.615, 260.645, 260.665 (2) or (3) involving any action described in ORS 260.665 (2)(d) to (f), 260.715 or 260.718 is a Class C felony.

          (3) Violation of ORS 260.695 [(5)] (4) is a Class A misdemeanor.

          (4) Violation of ORS 247.171 (6) is a Class C misdemeanor.

 

          SECTION 20. Section 21 of this 2001 Act is added to and made a part of ORS chapter 254.

 

          SECTION 21. Prior to each election, the county clerk shall make every reasonable effort to acquaint electors with the ballot format to be used in the election and the methods used to mark or punch ballots to cast a valid vote.

 

          SECTION 22. ORS 254.235 is amended to read:

          254.235. (1) Not later than five business days before an election in which voting machines or vote tally systems are used, the county clerk shall:

          [(1)] (a) [Prepare and] Conduct a preparatory test of the machine and system [thoroughly] for logic and accuracy to ensure that each ballot format, where appropriate, correctly tallies ballots in each electoral contest by precinct; and

          (b) Conduct a public certification test for the vote tally system using a selection of precincts, ballot formats and electoral districts from the preparatory test conducted under this subsection.

          (2) Prior to the public certification test under subsection (1)(b) of this section, the county clerk shall mail to each affiliate of a major or minor political party within the county that has notified the clerk that notice is desired, a notice of the time and place where the [machines or systems] vote tally system will be [prepared and] publicly tested. One representative of each party is entitled to be present to [insure] ensure that the [preparation and] testing [are] is done properly. In nonpartisan elections each candidate may designate one representative who has the same powers as the political party representatives. The party and candidate representatives shall certify that they have witnessed the [preparation and] testing. The certificates shall be filed with the county clerk.

          [(3) Make every reasonable effort to acquaint the electors with the ballot format and marking or punching system.]

          [(4)] (3) In an election where voting machines are used, the county clerk shall prepare a certificate that the ballot labels have been properly placed in the machine.

 

          SECTION 23. ORS 254.485 is amended to read:

          254.485. (1) Ballots may be tallied by a vote tally system or by a counting board. A counting board may tally ballots at the precinct or in the office of the county clerk. In any event, the ballots shall be tallied and returned by precinct.

          (2) If a vote tally system is used, the county clerk shall repeat the public certification test described under ORS 254.235 (1). The test shall be conducted on the date of the election and prior to beginning the tally of ballots. The test may be observed by persons described in ORS 254.235 (2). The county clerk shall certify the results of the test.

          [(2)] (3) If a vote tally system is used or if a counting board has been appointed, the tally of ballots may begin before the polls close.

          [(3)] (4) If ballots are tallied by a counting board, after the tally has begun it shall continue until completed. A counting board shall tally without adjournment and in the presence of the clerks and persons authorized to attend. However, the board may be relieved by another board if the tally is not completed after 12 hours.

          [(4)] (5) A counting board shall audibly announce the tally as it proceeds. The board shall use only pen and ink to tally.

          [(5)] (6) No person other than the county clerk, a member of a counting board or any other elections official designated by the county clerk may tally ballots under this chapter.

 

          SECTION 24. ORS 254.525 is amended to read:

          254.525. (1) Immediately after the tally of votes:

          [(1)] (a) The board chairperson shall count the regular and absentee ballots either tallied or rejected, and write the number in the poll book. The number shall be certified as correct by board members.

          [(2)] (b) If all votes cast at the polling place are tallied there, the election board shall post one copy of the return sheet in a prominent location outside the polling place.

          [(3)] (c) The election board shall deliver under seal to the county clerk one copy of the return sheet, the tally sheet, ballots, ballot stubs, ballot boxes and written challenge statements. The board also shall deliver the other equipment to the county clerk.

          (2) If a vote tally system is used, the county clerk shall repeat the public certification test described under ORS 254.235 (1). The test shall be conducted after all the ballots are tallied but before the final results of the election are certified or before the vote tally system is shut down. The test may be observed by persons described in ORS 254.235 (2). The county clerk shall certify the results of the test.

 

          SECTION 25. ORS 246.565 is amended to read:

          246.565. (1) Any voting machine or vote tally system involving the use of computers, a computer network, computer program, computer software or computer system shall be subject to audit by the Secretary of State at any time for the purpose of checking the accuracy of the voting machine or vote tally system.

          (2) The county clerk shall obtain a copy of the written instructions for the operation and maintenance of any component of a vote tally system described in subsection (1) of this section. The clerk shall obtain the copy from the manufacturer or vendor of any component and shall retain the copy.

          (3) The county clerk shall keep a log of all maintenance performed on any component of a vote tally system after the component is purchased and installed. The county clerk shall distinguish maintenance performed during the period that occurs after the preparatory test conducted under ORS 254.235 (1) and before the public certification test conducted under ORS 254.525 (4).

          [(2)] (4) As used in this section:

          (a) “Computer” means, but is not limited to, an electronic device which performs logical, arithmetic or memory functions by the manipulations of electronic or magnetic impulses and includes all input, output, processing, storage, software or communication facilities which are connected or related to such a device in a system or network.

          (b) “Computer network” means, but is not limited to, the interconnection of communication lines, including microwave or other means of electronic communication, with a computer through remote terminals or a complex consisting of two or more interconnected computers.

          (c) “Computer program” means, but is not limited to, a series of instructions or statements, in a form acceptable to a computer, which permits the functioning of a computer system in a manner designed to provide appropriate products from such computer system.

          (d) “Computer software” means, but is not limited to, computer programs, procedures and associated documentation concerned with the operation of a computer system.

          (e) “Computer system” means, but is not limited to, a set of related, connected or unconnected computer equipment, devices and software.

 

          SECTION 26. Section 27 of this 2001 Act is added to and made a part of ORS chapter 254.

 

          SECTION 27. (1) In an election conducted by mail, an elector may obtain a replacement ballot described in ORS 254.470 (8). To vote a replacement ballot, the elector must complete and sign a replacement ballot request form. The request for a replacement ballot may be made electronically, by telephone, in writing, in person or by other means designated by the Secretary of State by rule.

          (2) The replacement ballot request form shall be mailed or made available to the elector along with the replacement ballot.

          (3) Upon receiving a request for a replacement ballot, the county clerk shall:

          (a) Verify the registration of the elector and ensure that another ballot has not been returned by the elector;

          (b) Note in the list of electors that the elector has requested a replacement ballot;

          (c) Mark the return identification envelope clearly so that it may be readily identified as a replacement ballot; and

          (d) Issue the replacement ballot by mail or other means.

          (4) The completed and signed replacement ballot request form and the voted replacement ballot must be received at the office of the county clerk, a place of deposit designated by the county clerk or at any location described in ORS 254.472 or 254.474 not later than the end of the period determined under ORS 254.470 (2) on the date of the election.

          (5) Upon receiving a voted replacement ballot, the county clerk shall verify that a completed and signed replacement ballot request form has been received by the county clerk or is included with the voted replacement ballot. If a request form has been completed and signed by the elector and received by the county clerk, the county clerk shall process the ballot. If the request form is not completed or signed by the elector or received by the county clerk, the county clerk may not process the ballot.

 

          SECTION 28. ORS 258.006 is amended to read:

          258.006. As used in this chapter:

          (1) “Candidate” means a candidate for nomination or election to any elective office.

          (2) “Contestant” means any person who files a petition of contest under ORS 258.036.

          (3) “Contestee” means:

          (a) In a contest of the nomination of a person for an office or the election of a person to an office, all candidates for the nomination or office, other than a candidate who is a contestant.

          (b) In a contest of the approval or rejection of a measure proposed by initiative petition, the chief petitioner of the petition, unless the chief petitioner is a contestant, and any other person involved in the cause of the contest.

          (c) If the cause of the contest is ORS 258.016 (6) or (7), the county clerk.

          [(3)] (4) “County clerk” means the county clerk or the county official in charge of elections.

          [(4)] (5) “Elector” means an individual qualified to vote under section 2, Article II, Oregon Constitution.

          (6) “Full recount” means a recount of all the precincts in which votes were cast for the nomination or office for which a candidate received a vote or on any measure that appeared on the ballot.

          [(5)] (7) “Measure” includes any of the following submitted to the people for their approval or rejection at an election:

          (a) A proposed law.

          (b) An Act or part of an Act of the Legislative Assembly.

          (c) A revision of or amendment to the Oregon Constitution.

          (d) Local, special or municipal legislation.

          (e) A proposition or question.

          (8) “Partial recount” means a recount conducted in a number of precincts equal to the greater of:

          (a) Five percent of the precincts in which votes were cast for the nomination or office for which a candidate received a vote or on any measure that appeared on the ballot; or

          (b) Three specified precincts in which votes were cast for the nomination or office for which a candidate received a vote or on any measure that appeared on the ballot.

 

          SECTION 29. ORS 258.016 is amended to read:

          258.016. The nomination or election of any person or the decision on any measure may be contested by any elector entitled to vote for the person or measure, by any person who was a candidate at the election for the same nomination or office, by the Secretary of State if the contest involves a state measure or a candidate for whom the Secretary of State is the filing officer, or by the county clerk who conducted the election only for the following causes:

          (1) Deliberate and material violation of any provision of the election laws in connection with the nomination, election, approval or rejection.

          (2) Ineligibility of the person elected to the office to hold the office at the time of the election.

          (3) Illegal votes.

          (4) Mistake or fraud in the canvass of votes.

          (5) Fraud in the count of votes.

          (6) Nondeliberate and material error in the distribution of the official ballots by a local elections official, as that term is defined in ORS 246.012, or a county clerk.

          (7) A challenge to the determination of the number of electors who were eligible to participate in an election on a measure conducted under section 11 (8), Article XI of the Oregon Constitution.

 

          SECTION 30. ORS 258.036 is amended to read:

          258.036. (1) Not later than the 40th day after the election or the seventh day after completion of a recount of votes cast in connection with the nomination, office or measure, any person authorized to contest a result of the election may file a petition of contest. The petition shall be filed with [the circuit court clerk for the county in which the certificate of nomination, certificate of election or proclamation is or will be issued. The petition shall specify the cause of the contest and be verified in the manner required for the verification of complaints in civil cases.]:

          (a) The Circuit Court for Marion County if the petition involves a state measure, a candidate for election to the office of elector of President and Vice President of the United States or a candidate for nomination or election to the office of United States Senator, United States Representative in Congress, Governor, Secretary of State, State Treasurer, Attorney General, Commissioner of the Bureau of Labor and Industries, Superintendent of Public Instruction or a position of judge on the Oregon Supreme Court, the Oregon Court of Appeals or the Oregon Tax Court.

          (b) The circuit court for the county where a majority of the electors in the electoral district reside if the petition involves a candidate for nomination or election to the office of state Senator, state Representative, circuit court judge or district attorney.

          (c) The circuit court for the county in which the filing officer is located if the petition involves a candidate for nomination or election to county, city or district office or a county, city or district measure. If a district is located in more than one county, the petition shall be filed with the circuit court for the county in which the administrative office of the district is located.

          (2) The petition shall be verified in the manner required for verification of complaints in civil cases and shall specify:

          (a) The cause of the contest; and

          (b) The names of all contestees.

          [(2) The proceedings shall be in the nature of a proceeding in rem, and the practice and procedure therein shall follow the practice and procedure of an action not triable by right to a jury, so far as consistent with the determination sought to be obtained.]

 

          SECTION 31. ORS 258.055 is amended to read:

          258.055. (1) Except as provided in subsection (2) of this section, when a contestant files a petition of contest [is filed] with the [clerk of the] circuit court described under ORS 258.036 (1), the [clerk] contestant shall, within three business days of filing the petition, publish a notice stating that the petition has been filed and identifying the date of the deadline described in this subsection for filing a motion to intervene. The notice shall be published at least once in the next available issue of a newspaper of general circulation published in the county where the proceeding is pending. Jurisdiction over the election contest shall be complete within 10 days after the notice is published as provided in this section. Any person interested may at any time before the expiration of the 10 days appear and contest the validity of the proceeding, or of any of the acts or things enumerated in the proceeding.

          (2) Subsection (1) of this section does not apply if the contest involves a state measure, the election of a candidate to the office of elector of President and Vice President of the United States or the nomination or election of a candidate to the office of United States Senator, United States Representative in Congress, Governor, Secretary of State, State Treasurer, Attorney General, Commissioner of the Bureau of Labor and Industries, Superintendent of Public Instruction or a position of judge on the Oregon Supreme Court, the Oregon Court of Appeals or the Oregon Tax Court.

          [(2)] (3) Not later than two business days after a petition of contest is filed with the [clerk of the] circuit court, the contestant shall [file] serve a copy of the petition [with the candidate who is the subject of the petition if the petition involves the nomination or election of the candidate to any elective office and with:] by certified mail on each contestee. If the Secretary of State or county clerk is not a contestee, not later than one business day after a petition of contest is filed with the circuit court, the contestant shall file a copy of the petition with:

          (a) The Secretary of State if the petition involves a candidate for state office or a state measure; or

          (b) The county clerk if the petition involves a candidate for county, city or district office or a county, city or district measure. As used in this paragraph, “county clerk” includes the county clerk of the county in which the administrative office of a city or district is located regarding a measure or a candidate for an office to be voted on in a city or district located in more than one county.

          [(3)] (4) The circuit court shall fix a time[, not later than the 20th day after the return date in the notice,] for the hearing by the circuit court of the contest proceeding, and not later than the fifth day before the hearing shall give written notice of the hearing to each party to the proceeding. In fixing the time for the hearing, the court shall consider the dates set in any notice published under subsection (1) of this section and the dates of service on the contestees. The contest proceeding shall take precedence over all other business on the circuit court docket.

          [(4)] (5) The circuit court shall hear and determine the proceeding without a jury and shall issue written findings of law and fact.[, and] The practice and procedure otherwise applicable to civil cases shall govern the proceeding, except that the contestant has the burden of proof by clear and convincing evidence.

 

          SECTION 32. ORS 258.161 is amended to read:

          258.161. (1) A candidate or an officer of a political party on behalf of a candidate of the political party may file a demand requiring the Secretary of State to direct that a recount be made in specified precincts in which votes were cast for the nomination or office for which the candidate received a vote.

          (2) An elector may file a demand requiring the Secretary of State to direct that a recount be made in specified precincts in which votes were cast on any measure which appeared on the ballot.

          (3) A county clerk may file a demand requiring the Secretary of State to direct that a recount be made in specified precincts in which votes were cast for the nomination or office for which a candidate received a vote or on any measure that appeared on the ballot. The cash deposit requirement of subsection (5) of this section shall not apply to a demand made under this subsection. The cost of a recount conducted under this subsection shall be paid by the county of the county clerk making the demand.

          (4) Except as provided in subsection (9) of this section, the person making a demand for a recount may, in the first demand, specify a partial or a full recount. [may specify by number 5, 10 or 100 percent of] A person making a demand for a partial recount shall specify the precincts in which votes were cast for the nomination or office or on the measure to be recounted. If in the first demand the person requested a partial recount [of the vote in five percent of the precincts], the person may file a supplemental demand [and specify by number another five percent of the precincts or] for a recount of all the remainder of the precincts. [The person making the supplemental demand for a recount of another five percent of the precincts may file a second supplemental demand only to request a recount of the vote in all remaining precincts. If in the first demand the person requested a recount of the vote in 10 percent of the precincts, the person may file a supplemental demand and specify by number all the remainder of the precincts.]

          (5) Except as provided in subsections (3) and (6) of this section, each demand shall be accompanied by a cash deposit of $15 for each precinct to be recounted up to a maximum of $8,000 for a recount of all precincts in the state on a measure or for a nomination or office. The Secretary of State may retain the deposit for not more than 60 days after the election for which the recount was demanded, without depositing it in the General Fund.

          (6) Upon application from a county clerk, the Secretary of State may waive the cash deposit requirement of subsection (5) of this section if, after the first demand [or first supplemental demand for a recount], it appears that due to nondeliberate and material error by a local elections official, as defined in ORS 246.012, or a county clerk, the outcome of an election on a candidate or measure will be changed. The cost of a recount conducted under this subsection shall be paid by the county of the county clerk or the county of the local elections official who committed the error.

          (7) Each demand shall be in the form and shall contain the information prescribed by the Secretary of State, including the names and addresses of all persons and organizations providing any part of the cash deposit and the amount provided by each.

          (8) Except as provided in subsection (9) of this section, the first demand shall be filed in the office of the Secretary of State not later than the 35th day[,] and a [first] supplemental demand not later than the 45th day[, and a second supplemental demand not later than the 50th day,] after the date of the election in which votes were cast for the nomination, office or measure.

          (9) A demand for a recount made under this section on behalf of the electors of presidential and vice presidential candidates shall be for a full recount only and shall be filed no later than five business days after the Secretary of State declares the result of the election under ORS 254.555.

 

          SECTION 33. ORS 258.171 is amended to read:

          258.171. (1) Except as provided in subsection (2) of this section, the person making a demand for a recount shall be bound by the original official returns unless the person demands a full recount [of 100 percent of the precincts in which votes were cast for the nomination or office or on the measure].

          (2) If a demand for a partial recount is made by a county clerk under ORS 258.161 (3), votes recounted in the precincts specified by the county clerk may be combined with votes in other precincts that were not recounted to determine the official returns of the election.

 

          SECTION 34. ORS 258.181 is amended to read:

          258.181. (1) Except as provided in subsection (4) of this section, only one recount shall be made for any measure, nomination or office for which a recount may be demanded.

          (2) If two or more demands for the recount of the same measure are filed with the Secretary of State the demand first received by the Secretary of State shall be considered the demand for a recount.

          (3) If two or more demands for the recount of the same nomination or office are filed with the Secretary of State the demand received from or on behalf of the losing candidate receiving the highest number of votes shall be considered the demand for a recount.

          (4) If the demand for a recount under subsection (2) or (3) of this section specifies a partial recount [five or 10 percent of the precincts], any elector may file a supplemental demand as provided in ORS 258.161.

 

          SECTION 35. ORS 258.211 is amended to read:

          258.211. (1) The ballot boxes containing the ballots to be recounted shall be opened by the official directed to make the recount only in the presence of the counting board and the persons referred to in this section.

          (2) The counting board shall conduct the recount by hand and, if requested, permit:

          (a) In the instance of a nomination or office, an affected candidate or an elector authorized in writing by an affected candidate, and an elector authorized in writing by each major or minor political party to be present to watch the recount.

          (b) In the instance of a measure, one elector advocating and one elector opposing the measure to be present to watch the recount.

 

          SECTION 36. ORS 258.221 is amended to read:

          258.221. (1) The recount shall be completed as soon as practicable after the demand is filed.

          (2) [If all the precincts in which votes were cast on a measure or for a nomination or office are recounted] In the case of a full recount, the official directed to conduct the recount, as soon as practicable after completion of the recount, shall:

          (a) Certify the abstract of votes recounted to the Secretary of State.

          (b) Certify the abstract of votes recounted to the official issuing certificates of nomination or election regarding a nomination or office, or to the official responsible for issuing a proclamation regarding a measure. The official then shall issue the appropriate certificate or proclamation.

          (c) Notify by mail the person who filed the demand for the recount of the result and the cost of the recount.

          (3) Not later than the [fourth] 30th day after the completion of the recount the official directed to conduct the recount shall certify the cost of the recount to the Secretary of State.

 

          SECTION 37. ORS 258.231 is amended to read:

          258.231. (1) The certification of costs of a recount required in ORS 258.221 (3) may include:

          (a) Compensation of recount boards.

          (b) Compensation of additional employees required to conduct the recount and overtime payment to regular employees who are eligible to receive such payments.

          (c) Postage and telephone charges directly related to the recount.

          (d) The costs for security.

          (2) The certification of costs of a recount required in ORS 258.221 (3) shall not include:

          (a) General administrative costs.

          [(b) The costs for security.]

          [(c)] (b) Allowances for meals or lodging.

 

          SECTION 38. ORS 258.241 is amended to read:

          258.241. (1) [If 100 percent of the precincts in which votes were cast on a measure or for a nomination or office are recounted] In the case of a full recount, the abstract of votes resulting from the recount shall be the official return of the election.

          (2) [If 100 percent of the precincts in which votes were cast on a measure or for a nomination or office are not recounted] Except as provided in ORS 258.171 (2), in the case of a partial recount, the abstract of votes recounted shall not be certified and the abstract of votes resulting from the original count shall be the official return of the election.

 

          SECTION 39. ORS 258.250 is amended to read:

          258.250. (1) If the abstract of votes resulting from [the] a full recount shows that the outcome of the election on the measure was changed or that a candidate for whose benefit the recount was demanded received a plurality of the votes, the deposit required by ORS 258.161 shall be refunded by the Secretary of State to the person who filed the demand.

          (2) The Secretary of State shall transfer the deposit required by ORS 258.161 and any additional amount paid pursuant to subsection (5) of this section to a special account in the General Fund if:

          (a) [100 percent of the precincts in which votes were cast on a measure or for a nomination or office were not recounted] A full recount was not conducted; or

          (b) The abstract of votes resulting from [the] a full recount shows that:

          (A) The outcome of the election on the measure was not changed; or

          (B) A candidate for whose benefit the recount was demanded did not receive a plurality of the votes.

          (3) All moneys deposited in the special account under subsection (2) of this section are appropriated for the purpose of reimbursing the county, city or other political subdivision or public corporation for the cost of the recount.

          (4) Upon receipt from the official directed to conduct the recount of a signed certificate itemizing the cost of the recount, the Secretary of State shall request the Oregon Department of Administrative Services to issue warrants for the amount so certified. Any portion of the deposit required by ORS 258.161 remaining after the cost of the recount has been paid shall be refunded to the person who filed the demand upon receipt of a warrant from the Oregon Department of Administrative Services showing the amount of the refund to which the person is entitled.

          (5) If the cost of the recount exceeds the amount of the deposit required by ORS 258.161, and if the person who filed the demand does not qualify for a refund under subsection (1) of this section, the person shall pay to the Secretary of State the amount of the excess cost.

 

          SECTION 40. ORS 258.280 is amended to read:

          258.280. (1) The Secretary of State shall order a full recount of the votes cast for nomination or election to a public office for which the Secretary of State is the filing officer, and the county clerk who conducted the election shall order a full recount of the votes cast for nomination or election to any other public office if the canvass of votes of the election reveals that:

          (a) Two or more candidates for that nomination or office have an equal and the highest number of votes; or

          (b) The difference in the number of votes cast for a candidate apparently nominated or elected to the office and the votes cast for the closest apparently defeated opponent is not more than one-fifth of one percent of the total votes for both candidates.

          (2) The cost of a full recount conducted under this section shall be paid by the county for a county office, by the city for a city office, by the special district for a special district office or by the state for any other office.

 

          SECTION 41. ORS 258.290 is amended to read:

          258.290. (1) If the official canvass of votes of an election reveals that the difference in the number of votes cast for or against any measure is not more than one-fifth of one percent of the total votes cast for and against the measure, the Secretary of State, in the case of a measure for which the Secretary of State is the filing officer, and the county clerk who conducted the election in the case of any other measure shall order a full recount of all votes cast for the measure.

          (2) The cost of a full recount conducted under this section shall be paid by the state, county, city or special district for which the measure was proposed.

          (3) This section does not apply if the election on the measure is an election at which at least 50 percent of registered voters eligible to vote in the election must cast a ballot under section 11, Article XI, Oregon Constitution, and less than 50 percent of registered voters eligible to vote in the election cast ballots.

 

          SECTION 42. ORS 258.300 is amended to read:

          258.300. Immediately following the completion of the official canvass of votes for any election, the elections officer who prepared the canvass shall notify the Secretary of State of any election subject to an automatic full recount under ORS 258.280 and 258.290.

 

          SECTION 43. ORS 254.575 is amended to read:

          254.575. When two or more candidates for the same office, after a full recount of votes, have an equal and the highest number of votes:

          (1) For election to State Senator or Representative, a party office, or a public office for which the elections officer is other than the Secretary of State, the elections officer shall have the candidates meet publicly to decide by lot who is elected.

          (2) For election to a public office other than Governor or those referred to in subsection (1) of this section, the Secretary of State by proclamation shall order a new election to fill the office.

          (3) For election to Governor, the Legislative Assembly at the beginning of the next regular session shall meet jointly and elect one of the candidates.

          (4) For nomination by one major political party to an office, the elections officer who receives filings for nomination to the office shall have the candidates meet publicly to decide by lot who is nominated.

 

          SECTION 44. ORS 247.013 is amended to read:

          247.013. (1) A qualified person shall be considered registered to vote in a county when the person's first registration in the county occurs as described in ORS 247.012.

          (2) An elector who changes residence address from the county in which the elector is registered to a different county within the state, in order to vote in an election, must be an elector registered in the county in which the new residence address of the elector is located.

          (3) If there is a change in any information required for registration under this chapter, and the elector has not changed residence address to another county, the registration of the elector may be updated as provided in this chapter.

          (4) Notwithstanding subsections (2) and (3) of this section, if an elector changes residence address from the county in which the elector is registered to a different county within the state, the elector need not register again if the registration of the elector is updated.

          (5) If the county clerk does not have evidence of a change in any information required for registration under this chapter for an elector, the registration of the elector shall be considered active.

          (6) The registration of an elector shall be considered inactive if:

          (a) The county clerk has received evidence that there has been a change in the information required for registration under this chapter or the elector has [not] neither voted nor updated the registration for a period of not less than five years; and

          (b) The county clerk has mailed the notice described in ORS 247.563.

          (7) The registration of an elector shall not be moved to an inactive file during the 60-day period prior to any election because the elector has [not] neither voted nor updated the registration for a period of not less than five years.

          (8) The inactive registration of an elector [shall] must be updated before the elector may vote in an election.

 

          SECTION 45. ORS 247.563 is amended to read:

          247.563. (1) Except as provided in subsection (4) of this section and ORS 247.555, whenever it appears to the county clerk that an elector needs to update the elector's registration or that the elector has changed residence address to another county, the county clerk shall mail a notice to the elector.

          (2) The notice shall be sent by forwardable mail and shall include a postage prepaid, preaddressed return card on which the elector may state the elector's current residence and mailing address. The notice shall advise the elector that:

          (a) The elector should return the card promptly;

          (b) If the card is not returned by the 21st calendar day immediately preceding an election, the elector may be required to complete a new registration card in order to vote in an election; and

          (c) The elector's registration will be canceled if the elector [does not vote] neither votes nor updates the registration before two general elections have been held.

          (3) When the county clerk mails a notice under this section, the registration of the elector shall be considered inactive until the elector updates the registration, the registration is canceled or the clerk determines that the registration should be considered active.

          (4) This section does not apply when the county clerk receives written evidence from the elector, the United States Postal Service or another county clerk indicating a change of residence or mailing address and the registration of the elector is automatically updated by the county clerk under any provision of this chapter.

 

          SECTION 46. The amendments to ORS 247.013 by section 44 of this 2001 Act apply to electors who have neither voted nor updated their registration for a period of not less than five years beginning prior to, on or after the effective date of this 2001 Act.

 

          SECTION 47. Section 48 of this 2001 Act is added to and made a part of ORS chapter 254.

 

          SECTION 48. (1) Each county clerk shall file a county elections security plan with the Secretary of State not later than:

          (a) January 31 of each calendar year; and

          (b) One business day after any revision is made to the county elections security plan.

          (2) A county elections security plan shall include, but is not limited to:

          (a) A written security agreement entered into with any vendor handling ballots;

          (b) Security procedures for transporting ballots;

          (c) Security procedures at official places of deposit for ballots;

          (d) Security procedures for processing ballots;

          (e) Security procedures governing election observers;

          (f) Security procedures for ballots located in county elections work areas, buildings and storage areas;

          (g) Security procedures for vote tally systems, including computer access to vote tally systems; and

          (h) Post-election ballot security.

          (3) A security plan developed and filed under this section is confidential and not subject to disclosure under ORS 192.410 to 192.505.

 

          SECTION 49. ORS 246.140 is amended to read:

          246.140. (1) In carrying out the responsibility under ORS 246.110, the Secretary of State, not later than [the 90th day after] December 31 following the date of adjournment of the regular session of the Legislative Assembly, shall organize and conduct at convenient places and times in this state at least three conferences on the administration of the election laws.

          (2) The Secretary of State shall give written notice of the place and time of each conference to each county clerk.

          (3) Each county clerk or designated deputy shall attend at least one of the conferences and shall comply with the instructions given under the authority of the Secretary of State at each conference the county clerk or deputy attends.

 

          NOTE: Sections 50 through 52 were deleted by amendment. Subsequent sections were not renumbered.

 

          SECTION 53. ORS 260.039 is amended to read:

          260.039. (1) Except as provided in ORS 260.043, a candidate who serves as the candidate's own treasurer, or the treasurer of the principal campaign committee, shall file a statement of organization with the appropriate filing officer. The statement shall include:

          (a) The name, address, occupation, office sought and party affiliation of the candidate. The address shall be the address of a residence, office, headquarters or similar location where the candidate may be conveniently located. However, a different address may be used if the candidate first files with the filing officer the candidate's residence address and the address proposed to be used;

          (b) A statement of how the candidate or principal campaign committee intends to solicit funds; and

          (c) In the case of a principal campaign committee:

          (A) The name and address of the committee. The address shall be the address of a residence, office, headquarters or similar location where the political committee or a responsible officer of the political committee may be conveniently located. However, a different address may be used if the officer first files with the filing officer the officer's residence address and the address proposed to be used.

          (B) The name, address and occupation of the committee director or directors, if any.

          (C) The name and address of the committee treasurer.

          (D) The name and address of any other political committee of which two or more committee directors are also directors of the committee filing the statement.

          (E) A statement of whether the committee presently intends to remain in existence for more than one year.

          [(2) Except as provided in ORS 260.043:]

          [(a) No contribution shall be received or expenditure made by or on behalf of the candidate until the candidate designates the candidate as the treasurer and files the statement described in subsection (1) of this section; and]

          [(b) No contribution shall be received or expenditure made by a principal campaign committee until the treasurer of the committee files the statement described in subsection (1) of this section.]

          (2) Except as provided in ORS 260.043, a candidate who serves as the candidate's own treasurer shall file the statement of organization not later than the third business day after the candidate first receives a contribution or makes an expenditure. The treasurer of a principal campaign committee shall file the statement of organization not later than the date specified in ORS 260.035.

          (3) Any change in information submitted in a statement of organization [provided in] under subsection (1) of this section shall be indicated in an amended statement of organization filed not later than the 10th day after the change in information.

          (4) Except as provided in ORS 260.043, a candidate who serves as the candidate's own treasurer or the treasurer of the principal campaign committee of the candidate shall file a statement of organization under this section not later than the deadline for the candidate to file a nominating petition or declaration of candidacy under ORS 249.037 or a certificate of nomination under ORS 249.722.

          (5) Except as provided in ORS 260.043, a candidate for state office who serves as the candidate's own treasurer or the treasurer of the principal campaign committee of a candidate for state office shall file a new or amended statement of organization not later than the date that the candidate files a nominating petition, declaration of candidacy or certificate of nomination.

 

          SECTION 54. ORS 260.042 is amended to read:

          260.042. (1) [Before a political committee, other than a principal campaign committee, receives a contribution or makes an expenditure, the treasurer of the committee supporting or opposing one or more candidates for public office, other than candidates for federal or political party office, or one or more measures at an election shall file a statement of organization. A copy of the statement of organization shall be filed with each appropriate filing officer.] The treasurer of a political committee shall file a statement of organization with the appropriate filing officer. The statement shall include:

          (a) The name, address and nature of the committee. The address shall be the address of a residence, office, headquarters or similar location where the political committee or a responsible officer of the political committee may be conveniently located. However, a different address may be used if the officer first files with the filing officer the officer's residence address and the address proposed to be used.

          (b) The name, address and occupation of the committee director or directors.

          (c) The name and address of the committee treasurer.

          (d) The name and address of any other political committee of which two or more committee directors are also directors of the committee filing the statement.

          (e) A statement of whether the committee presently intends to remain in existence for more than one year.

          (f) The name, office sought, and party affiliation of each candidate whom the committee is supporting or specifically opposing or intends to support or specifically oppose, when known, or, if the committee is supporting or specifically opposing all the candidates of a given party, the name of that party.

          (g) A designation of any measure which the committee is opposing or supporting, or intends to support or oppose.

          (h) A statement of how the committee intends to solicit funds.

          (2) The statement of organization shall be filed not later than the date specified in ORS 260.035.

          [(2)] (3) Any change in information submitted in a statement of organization [provided in] under subsection (1) of this section shall be indicated in an amended statement of organization filed not later than the 10th day after the change in information.

          (4) This section does not apply to a political committee that is a principal campaign committee or to a political committee exclusively supporting or opposing one or more candidates for federal or political party office.

 

          SECTION 55. ORS 260.118 is amended to read:

          260.118. (1) [Before] The chief petitioners of a statewide initiative or referendum petition or any recall petition [receive a contribution or make an expenditure relating to the statewide initiative or referendum petition or any recall petition, the petitioners] shall:

          (a) Appoint a treasurer and certify the name and address of the treasurer to the filing officer. The treasurer shall be an elector of this state. Contributions shall be received and expenditures made by or through the treasurer.

          (b) File a statement of organization with the appropriate filing officer. The statement shall include:

          (A) The name and address of the chief petitioners.

          (B) The name and address of the treasurer appointed under paragraph (a) of this subsection.

          (C) A designation of the statewide initiative or referendum petition or the recall petition. The designation of the recall petition shall include the name of the officer whose recall is demanded.

          (D) A statement of how the petitioners intend to solicit funds.

          (2) The chief petitioners shall certify the name of the treasurer and file the statement of organization not later than the third business day after the chief petitioners receive a contribution or make an expenditure relating to the statewide initiative or referendum petition or any recall petition.

          [(2)] (3) Any change in the information [required] submitted in a statement of organization under subsection (1) of this section shall be indicated in an amended certification or an amended statement of organization filed not later than the 10th day after the change in information.

          [(3)] (4) Not later than the 15th day after the last day for filing a statewide initiative, referendum or any recall petition with the filing officer for verification of signatures, the treasurer appointed under subsection (1) of this section shall file with the filing officer a statement described in subsection [(5)] (6) of this section, whether or not the petition was completed or filed. The statement shall be filed even if the petition was withdrawn under ORS 250.029.

          [(4)] (5) Not later than the 15th day after the date an initiative or referendum petition that is not statewide is filed with the filing officer for verification of signatures, the chief petitioners of the initiative or referendum petition shall file with the filing officer a statement described in subsection [(5)] (6) of this section.

          [(5)] (6) The statement referred to in subsections [(3)] (4)and [(4)] (5) of this section shall include the following information:

          (a) The name and address of the chief petitioner.

          (b) A designation of the initiative, referendum or recall petition. The designation of any recall petition shall include the name of the officer whose recall is demanded.

          (c) A statement conforming to ORS 260.083 of contributions received and expenditures made. If the statement for a recall petition is filed, the statement need only report the contributions received and the expenditures made by or on behalf of the chief petitioner and political committee the chief petitioner represents, if any, after the date on which the statement of contributions and expenditures required under ORS 249.865 is filed.

          [(6)] (7) For a statewide initiative or referendum petition or any recall petition, the accounting period for the statement required by subsection [(5)] (6) of this section begins on the date that the name of the treasurer is certified to the filing officer under [subsection (1) of] this section. The accounting period ends on the deadline for submitting signatures for verification. For an initiative or referendum petition that is not statewide, the accounting period for the statement required by subsection [(5)] (6) of this section begins on the date the prospective petition is filed and ends on the date that signatures are submitted for verification.

          [(7)(a)] (8)(a) If a statement filed under this section for a statewide initiative or referendum petition or any recall petition that did not qualify for the ballot shows an unexpended balance of contributions or an expenditure deficit, and the chief petitioner's committee does not intend to support or oppose a measure that is on the subsequent general election ballot, a supplemental statement shall be filed annually not later than September 10.

          (b) If a statement filed under this section for a statewide initiative or referendum petition or any recall petition that did not qualify for the ballot shows an unexpended balance of contributions or an expenditure deficit, and the chief petitioner's committee intends to support or oppose a measure that is on the subsequent general election ballot, that committee shall not file a supplemental statement in that year, but shall file the statements required under ORS 260.073. Supplemental statements shall be filed annually for each following year not later than September 10.

          (c) The accounting period for the statement required by this subsection begins on the day following the last day of the accounting period for the previous statement filed and ends on September 1.

          [(8)] (9) As used in this section, “contribution” and “expenditure” include a contribution or expenditure to or on behalf of an initiative, referendum or recall petition.

 

          SECTION 56. If House Bill 2575 becomes law, section 55 of this 2001 Act (amending ORS 260.118) is repealed and ORS 260.118, as amended by section 1, chapter 732, Oregon Laws 2001 (Enrolled House Bill 2575), is amended to read:

          260.118. (1) [Before] As provided in subsection (2) of this section, the chief petitioners of a statewide initiative or referendum petition or any recall petition [receive a contribution or make an expenditure relating to the statewide initiative or referendum petition or any recall petition, the petitioners] shall:

          (a) Appoint a treasurer and certify the name and address of the treasurer to the filing officer. The treasurer shall be an elector of this state. Contributions shall be received and expenditures made by or through the treasurer.

          (b) File a statement of organization with the appropriate filing officer. The statement shall include:

          (A) The name and address of the chief petitioners.

          (B) The name and address of the treasurer appointed under paragraph (a) of this subsection.

          (C) A designation of the statewide initiative or referendum petition or the recall petition. The designation of the recall petition shall include the name of the officer whose recall is demanded.

          (D) A statement of how the petitioners intend to solicit funds.

          (2) The chief petitioners shall certify the name of the treasurer and file the statement of organization not later than the third business day after the chief petitioners receive a contribution or make an expenditure relating to the statewide initiative or referendum petition or any recall petition.

          [(2)] (3) Any change in the information [required] submitted in a statement of organization under subsection (1) of this section shall be indicated in an amended certification or an amended statement of organization filed not later than the 10th day after the change in information.

          [(3)] (4) For each statewide initiative petition, not sooner than the 15th day before the date of the biennial primary election and not later than the 12th day before the date of the biennial primary election, the treasurer appointed under subsection (1) of this section shall file with the Secretary of State a statement described in subsection [(7)] (8) of this section. The accounting period for the statement begins on the date that the name of the treasurer is certified to the Secretary of State under subsection (1) of this section or on the day following the last day of the accounting period for the previous statement filed and ends on the 16th day before the date of the biennial primary election. The statement required under this subsection shall be filed whether or not the petition was completed or filed or was withdrawn under ORS 250.029.

          [(4)] (5) In addition to the statement required under subsection [(3)] (4) of this section, for each statewide initiative petition, the treasurer appointed under subsection (1) of this section shall file with the Secretary of State a statement described in subsection [(7)] (8) of this section for each period described in this subsection. A statement shall be filed under this subsection beginning with the period during which the aggregate amount of contributions received or expenditures made exceeds $2,000. The following statements shall be filed:

          (a) A statement of contributions received and expenditures made filed not later than September 10 of an odd-numbered year. The accounting period for the statement required under this paragraph begins on the date the treasurer is appointed under subsection (1) of this section and ends on September 1.

          (b) A statement of contributions received and expenditures made filed not later than February 6 of an even-numbered year. The accounting period for the statement required under this paragraph begins on the date the treasurer is appointed under subsection (1) of this section or on the day following the last day of the accounting period for the previous statement filed and ends on January 28.

          [(5)] (6) Not later than the 15th day after the last day for filing a statewide initiative or referendum petition or any recall petition with the filing officer for verification of signatures, the treasurer appointed under subsection (1) of this section shall file with the filing officer a statement described in subsection [(7)] (8) of this section. The statement required under this subsection shall be filed whether or not the petition was completed or filed or was withdrawn under ORS 250.029.

          [(6)] (7) Not later than the 15th day after the date an initiative or referendum petition that is not statewide is filed with the filing officer for verification of signatures, the chief petitioners of the initiative or referendum petition shall file with the filing officer a statement described in subsection [(7)] (8) of this section.

          [(7)] (8) The statement referred to in subsections [(3) to (6)] (4) to (7) of this section shall include the following information:

          (a) The name and address of the chief petitioner.

          (b) A designation of the initiative, referendum or recall petition. The designation of any recall petition shall include the name of the officer whose recall is demanded.

          (c) A statement conforming to ORS 260.083 of contributions received and expenditures made.

          [(8)(a)] (9)(a) For a statewide initiative petition, the accounting period for the statement required by subsection [(5)] (6) of this section begins on the 15th day before the date of the biennial primary election and ends on the deadline for submitting signatures for verification.

          (b) For a statewide referendum petition, the accounting period for the statement required by subsection [(5)] (6) of this section begins on the date that the name of the treasurer is certified to the filing officer under [subsection (1) of] this section. The accounting period ends on the deadline for submitting signatures for verification.

          (c) For a recall petition, the accounting period for the statement required by subsection [(5)] (6) of this section begins on the day after the date on which the statement of contributions received and expenditures made required under ORS 249.865 is filed. The accounting period ends on the deadline for submitting signatures for verification.

          (d) For an initiative or referendum petition that is not statewide, the accounting period for the statement required by subsection [(6)] (7) of this section begins on the date the prospective petition is filed and ends on the date that signatures are submitted for verification.

          [(9)(a)] (10)(a) If a statement filed under subsection [(5)] (6) of this section for a statewide initiative or referendum petition or any recall petition that did not qualify for the ballot shows an unexpended balance of contributions or an expenditure deficit, and the chief petitioner's committee does not intend to support or oppose a measure that is on the subsequent general election ballot, a supplemental statement shall be filed annually not later than September 10.

          (b) If a statement filed under this section for a statewide initiative or referendum petition or any recall petition that did not qualify for the ballot shows an unexpended balance of contributions or an expenditure deficit, and the chief petitioner's committee intends to support or oppose a measure that is on the subsequent general election ballot, that committee shall not file a supplemental statement in that year, but shall file the statements required under ORS 260.073. Supplemental statements shall be filed annually for each following year not later than September 10.

          (c) The accounting period for the statement required by this subsection begins on the day following the last day of the accounting period for the previous statement filed and ends on September 1.

          [(10)] (11) As used in this section, “contribution” and “expenditure” include a contribution or expenditure to or on behalf of an initiative, referendum or recall petition.

 

          NOTE: Sections 57 and 58 were deleted by amendment. Subsequent sections were not renumbered.

 

          SECTION 59. ORS 260.083 is amended to read:

          260.083. (1) A statement filed under ORS 260.058, 260.063, 260.068, [or] 260.073 or 260.118 shall list:

          (a) Under contributions, all contributions received. Except as provided in ORS 260.085, the statement shall list the name, occupation and address of each person, and the name[,] and address[, identification number assigned under ORS 260.052 and primary nature] of each political committee, that contributed an aggregate amount of more than $50 on behalf of a candidate or to a political committee and the total amount contributed by that person or political committee. The statement may list as a single item the total amount of other contributions, but shall specify how those contributions were obtained.

          (b) Under expenditures, all expenditures made, showing the name of the payee and the amount and purpose of each.

          (c) Separately, all contributions made by the candidate or political committee.

          (d) All loans, whether repaid or not, made to the candidate or political committee. The statement shall list the name and address of each person shown as a cosigner or guarantor on a loan and the amount of the obligation undertaken by each cosigner or guarantor. The statement also shall list the name of the lender holding the loan.

          (2) If an expenditure in an amount exceeding $50 is a prepayment or a deposit made in consideration for any services, supplies, equipment or other thing of value to be performed or furnished at a future date, that portion of the deposit that has been expended during the reporting period shall be listed as an expenditure and the unexpended portion of the deposit shall be listed as an account receivable.

          (3) Anything of value paid for or contributed by any person shall be listed as both an in-kind contribution and an expenditure by the candidate or committee for whose benefit the payment or contribution was made.

          (4) If a candidate, [or] political committee or chief petitioner under ORS 260.118 makes an expenditure that must be reported as an in-kind contribution and an expenditure as provided in subsection (3) of this section, the candidate or political committee making the original expenditure shall, in any statement filed under ORS 260.058, 260.063, 260.068, 260.073 or 260.118,identify the expenditure as an in-kind contribution and identify the candidate or political committee for whose benefit the expenditure was made.

          (5) Except as provided in subsection (8) of this section, expenditures made by an agent of a candidate or political committee on behalf of the candidate or committee shall be reported in the same manner as if the expenditures had been made by the candidate or political committee.

          (6) If a political committee makes an expenditure that qualifies as an independent expenditure under ORS 260.005 (8), the listing of the expenditure under this section shall identify the candidate or candidates who are the subject of the independent expenditure and state whether the independent expenditure was used to advocate the election or defeat of the candidate or candidates.

          (7) If a candidate, political committee, chief petitioner under ORS 260.118 or an agent of a candidate, political committee or chief petitioner makes an expenditure for the purpose of paying any person money or other valuable consideration for obtaining signatures on an initiative, referendum or recall petition, the statement described in this section shall list the total amount paid by the candidate, political committee, chief petitioner or agent for the purpose of obtaining signatures. The statement is not required to list the name or address of any person as payee or the amount paid to any person.

          (8)(a) A vendor who enters into a contract with a candidate or political committee to prepare or produce brochures, mailings, polls, other opinion research or television, radio or newspaper advertising, or to provide mail handling and postage, shall not be considered an agent of the candidate or political committee for purposes of subsection (5) of this section. The Secretary of State by rule may designate other specific products or services that would qualify a vendor for an exemption from reporting under this subsection.

          (b) Nothing in this section shall require a vendor described in this subsection to disclose the vendor's internal or subcontracting costs for providing the specific product or service under paragraph (a) of this subsection.

          (9) As used in this section, “address” shall have the meaning given that term in rules adopted by the Secretary of State.

 

          SECTION 60. ORS 260.045 is amended to read:

          260.045. (1) If a candidate or treasurer receives a contribution of more than $50 from a political committee not in this state, the candidate or treasurer shall file the following if required under subsection (2) of this section:

          (a) A written statement of the name, occupation and address of each person, or the name, address and primary nature of each political committee, who contributed more than $50 of the contribution. The statement shall be certified as true by an officer of the contributing political committee. As used in this paragraph, “address” includes street number and name, rural route number or post-office box, and city and state; or

          (b) An affidavit that to the best of the candidate's or treasurer's knowledge and belief the contributing political committee will not make contributions to candidates and treasurers in this state that exceed two-thirds, in total amount, of all contributions made by it in this state and elsewhere during the period described in ORS 260.058 (1), 260.063 (1), 260.068 (1), 260.073 (1) or 260.118 [(6)] (7) for which the statement is filed. The affidavit shall be filed at the same time the statement is filed regarding the contribution.

          (2) The statement or affidavit described in subsection (1) of this section shall be filed if:

          (a) Requested by the Secretary of State; or

          (b) The Secretary of State receives a request for the filing from any person made not later than six months after the deadline for filing a statement under ORS 260.058 (1), 260.063 (1), 260.068 (1), 260.073 (1) or 260.118 [(6)] (7), if a candidate or treasurer files a statement reporting a contribution received from a political committee not in this state.

          (3) If requested under subsection (2) of this section, the statement or affidavit described in subsection (1) of this section shall be filed not later than 10 business days after a candidate or treasurer receives a request from the Secretary of State.

 

          SECTION 61. If House Bill 2575 becomes law, section 60 of this 2001 Act (amending ORS 260.045) is repealed and ORS 260.045, as amended by section 7, chapter 732, Oregon Laws 2001 (Enrolled House Bill 2575), is amended to read:

          260.045. (1) If a candidate or treasurer receives a contribution of more than $50 from a political committee not in this state, the candidate or treasurer shall file the following if required under subsection (2) of this section:

          (a) A written statement of the name, occupation and address of each person, or the name, address and primary nature of each political committee, who contributed more than $50 of the contribution. The statement shall be certified as true by an officer of the contributing political committee. As used in this paragraph, “address” includes street number and name, rural route number or post-office box, and city and state; or

          (b) An affidavit that to the best of the candidate's or treasurer's knowledge and belief the contributing political committee will not make contributions to candidates and treasurers in this state that exceed two-thirds, in total amount, of all contributions made by it in this state and elsewhere during the period described in ORS 260.058 (1), 260.063 (1), 260.068 (1) or 260.073 (1) or the period described in ORS 260.118 [(3) or (8)] (4) or (9) for which the statement is filed. The affidavit shall be filed at the same time the statement is filed regarding the contribution.

          (2) The statement or affidavit described in subsection (1) of this section shall be filed if:

          (a) Requested by the Secretary of State; or

          (b) The Secretary of State receives a request for the filing from any person made not later than six months after the deadline for filing a statement under ORS 260.058 (1), 260.063 (1), 260.068 (1), 260.073 (1) or 260.118 [(3) or (8)] (4) or (9), if a candidate or treasurer files a statement reporting a contribution received from a political committee not in this state.

          (3) If requested under subsection (2) of this section, the statement or affidavit described in subsection (1) of this section shall be filed not later than 10 business days after a candidate or treasurer receives a request from the Secretary of State.

 

          SECTION 62. ORS 192.502 is amended to read:

          192.502. The following public records are exempt from disclosure under ORS 192.410 to 192.505:

          (1) Communications within a public body or between public bodies of an advisory nature to the extent that they cover other than purely factual materials and are preliminary to any final agency determination of policy or action. This exemption shall not apply unless the public body shows that in the particular instance the public interest in encouraging frank communication between officials and employees of public bodies clearly outweighs the public interest in disclosure.

          (2) Information of a personal nature such as but not limited to that kept in a personal, medical or similar file, if the public disclosure thereof would constitute an unreasonable invasion of privacy, unless the public interest by clear and convincing evidence requires disclosure in the particular instance. The party seeking disclosure shall have the burden of showing that public disclosure would not constitute an unreasonable invasion of privacy.

          (3)(a) Public body employee or volunteer addresses, dates of birth and telephone numbers contained in personnel records maintained by the public body that is the employer or the recipient of volunteer services. This exemption does not apply:

          (A) To such employees or volunteers if they are elected officials, except that a judge or district attorney subject to election may seek to exempt the judge's or district attorney's address or telephone number, or both, under the terms of ORS 192.445;

          (B) To such employees or volunteers to the extent that the party seeking disclosure shows by clear and convincing evidence that the public interest requires disclosure in a particular instance; or

          (C) To a substitute teacher as defined in ORS 342.815 when requested by a professional education association of which the substitute teacher may be a member.

          (b) Nothing in this subsection exempting employee records from disclosure relieves a public employer of any duty under ORS 243.650 to 243.782.

          (4) Information submitted to a public body in confidence and not otherwise required by law to be submitted, where such information should reasonably be considered confidential, the public body has obliged itself in good faith not to disclose the information, and when the public interest would suffer by the disclosure.

          (5) Information or records of the Department of Corrections, including the State Board of Parole and Post-Prison Supervision, to the extent that disclosure thereof would interfere with the rehabilitation of a person in custody of the department or substantially prejudice or prevent the carrying out of the functions of the department, if the public interest in confidentiality clearly outweighs the public interest in disclosure.

          (6) Records, reports and other information received or compiled by the Director of the Department of Consumer and Business Services in the administration of ORS chapters 723 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 outweighs the public interest in disclosure.

          (7) Reports made to or filed with the court under ORS 137.077 or 137.530.

          (8) Any public records or information the disclosure of which is prohibited by federal law or regulations.

          (9) Public records or information the disclosure of which is prohibited or restricted or otherwise made confidential or privileged under Oregon law.

          (10) Public records or information described in this section, furnished by the public body originally compiling, preparing or receiving them to any other public officer or public body in connection with performance of the duties of the recipient, if the considerations originally giving rise to the confidential or exempt nature of the public records or information remain applicable.

          (11) Records of the Energy Facility Siting Council concerning the review or approval of security programs pursuant to ORS 469.530.

          (12) Employee and retiree address, telephone number and other nonfinancial membership records and employee financial records maintained by the Public Employees Retirement System pursuant to ORS chapter 238 and ORS 238.410.

          (13) Records submitted by private persons or businesses to the State Treasurer or the Oregon Investment Council relating to proposed acquisition, exchange or liquidation of public investments under ORS chapter 293 may be treated as exempt from disclosure when and only to the extent that disclosure of such records reasonably may be expected to substantially limit the ability of the Oregon Investment Council to effectively compete or negotiate for, solicit or conclude such transactions. Records which relate to concluded transactions are not subject to this exemption.

          (14) The monthly reports prepared and submitted under ORS 293.761 and 293.766 concerning the Public Employees Retirement Fund and the Industrial Accident Fund may be uniformly treated as exempt from disclosure for a period of up to 90 days after the end of the calendar quarter.

          (15) Reports of unclaimed property filed by the holders of such property to the extent permitted by ORS 98.352.

          (16) The following records, communications and information submitted to the Oregon Economic and Community Development Commission, the Economic and Community Development Department, the State Department of Agriculture, the Oregon Resource and Technology Development Account or the Oregon Resource and Technology Development Account Board, the Port of Portland or other ports, as defined in ORS 777.005, by applicants for investment funds, loans or services including, but not limited to, those described in ORS 285A.224:

          (a) Personal financial statements.

          (b) Financial statements of applicants.

          (c) Customer lists.

          (d) Information of an applicant pertaining to litigation to which the applicant is a party if the complaint has been filed, or if the complaint has not been filed, if the applicant shows that such litigation is reasonably likely to occur; this exemption does not apply to litigation which has been concluded, and nothing in this paragraph shall limit any right or opportunity granted by discovery or deposition statutes to a party to litigation or potential litigation.

          (e) Production, sales and cost data.

          (f) Marketing strategy information that relates to applicant's plan to address specific markets and applicant's strategy regarding specific competitors.

          (17) Records, reports or returns submitted by private concerns or enterprises required by law to be submitted to or inspected by a governmental body to allow it to determine the amount of any transient lodging tax payable and the amounts of such tax payable or paid, to the extent that such information is in a form which would permit identification of the individual concern or enterprise. Nothing in this subsection shall limit the use which can be made of such information for regulatory purposes or its admissibility in any enforcement proceedings. The public body shall notify the taxpayer of the delinquency immediately by certified mail. However, in the event that the payment or delivery of transient lodging taxes otherwise due to a public body is delinquent by over 60 days, the public body shall disclose, upon the request of any person, the following information:

          (a) The identity of the individual concern or enterprise that is delinquent over 60 days in the payment or delivery of the taxes.

          (b) The period for which the taxes are delinquent.

          (c) The actual, or estimated, amount of the delinquency.

          (18) All information supplied by a person under ORS 151.430 to 151.491 for the purpose of requesting court-appointed counsel, and all information supplied to the State Court Administrator from whatever source for the purpose of verifying indigency of a person pursuant to ORS 151.430 to 151.491.

          (19) Workers' compensation claim records of the Department of Consumer and Business Services, except in accordance with rules adopted by the Director of the Department of Consumer and Business Services, in any of the following circumstances:

          (a) When necessary for insurers, self-insured employers and third party claim administrators to process workers' compensation claims.

          (b) When necessary for the director, other governmental agencies of this state or the United States to carry out their duties, functions or powers.

          (c) When the disclosure is made in such a manner that the disclosed information cannot be used to identify any worker who is the subject of a claim.

          (d) When a worker or the worker's representative requests review of the worker's claim record.

          (20) Sensitive business records or financial or commercial information of the Oregon Health Sciences University that is not customarily provided to business competitors.

          (21) Records of Oregon Health Sciences University regarding candidates for the position of president of the university.

          (22) The records of a library, including circulation records, showing use of specific library material by a named person or consisting of the name of a library patron together with the address or telephone number, or both, of the patron.

          (23) The following records, communications and information submitted to the Housing and Community Services Department by applicants for and recipients of loans, grants and tax credits:

          (a) Personal and corporate financial statements and information, including tax returns.

          (b) Credit reports.

          (c) Project appraisals.

          (d) Market studies and analyses.

          (e) Articles of incorporation, partnership agreements and operating agreements.

          (f) Commitment letters.

          (g) Project pro forma statements.

          (h) Project cost certifications and cost data.

          (i) Audits.

          (j) Project tenant correspondence requested to be confidential.

          (k) Tenant files relating to certification.

          (L) Housing assistance payment requests.

          (24) Raster geographic information system (GIS) digital databases, provided by private forestland owners or their representatives, voluntarily and in confidence to the State Forestry Department, that is not otherwise required by law to be submitted.

          (25) Sensitive business, commercial or financial information furnished to or developed by a public body engaged in the business of providing electricity or electricity services, if the information is directly related to a transaction described in ORS 261.348, or if the information is directly related to a bid, proposal or negotiations for the sale or purchase of electricity or electricity services, and disclosure of the information would cause a competitive disadvantage for the public body or its retail electricity customers. This subsection does not apply to cost-of-service studies used in the development or review of generally applicable rate schedules.

          (26) Sensitive business, commercial or financial information furnished to or developed by the City of Klamath Falls, acting solely in connection with the ownership and operation of the Klamath Cogeneration Project, if the information is directly related to a transaction described in ORS 225.085 and disclosure of the information would cause a competitive disadvantage for the Klamath Cogeneration Project. This subsection does not apply to cost-of-service studies used in the development or review of generally applicable rate schedules.

          (27) Personally identifiable information about customers of a municipal electric utility or a people's utility district. The utility or district may, however, release such information to a third party if the customer consents in writing or electronically, if the disclosure is necessary to render utility or district services to the customer, or if the disclosure is required pursuant to a court order. The utility or district may charge as appropriate for the costs of providing such information. The utility or district may make customer records available to third party credit agencies on a regular basis in connection with the establishment and management of customer accounts or in the event such accounts are delinquent.

          (28) A record of the street and number of an employee's address submitted to a special district to obtain assistance in promoting an alternative to single occupant motor vehicle transportation.

          (29) Except under the provisions of section 8 (2), chapter 1059, Oregon Laws 1999, pesticide sales or use reporting data obtained by the State Department of Agriculture exclusively under the provisions of sections 2 to 9, chapter 1059, Oregon Laws 1999, that would reveal the identity or specific location of the owner or lessee of a specific property where a pesticide has been applied for a private agriculture or forestry production operation, or other nonpublic facility on private property. Nothing in this subsection shall limit the use that may be made of such information for regulatory purposes or its admissibility in any enforcement proceedings.

          (30) Sensitive business records, capital development plans or financial or commercial information of Oregon Corrections Enterprises that is not customarily provided to business competitors.

          (31) A county elections security plan developed and filed under section 48 of this 2001 Act.

 

          SECTION 63. ORS 192.502, as amended by section 16, chapter 1059, Oregon Laws 1999, is amended to read:

          192.502. The following public records are exempt from disclosure under ORS 192.410 to 192.505:

          (1) Communications within a public body or between public bodies of an advisory nature to the extent that they cover other than purely factual materials and are preliminary to any final agency determination of policy or action. This exemption shall not apply unless the public body shows that in the particular instance the public interest in encouraging frank communication between officials and employees of public bodies clearly outweighs the public interest in disclosure.

          (2) Information of a personal nature such as but not limited to that kept in a personal, medical or similar file, if the public disclosure thereof would constitute an unreasonable invasion of privacy, unless the public interest by clear and convincing evidence requires disclosure in the particular instance. The party seeking disclosure shall have the burden of showing that public disclosure would not constitute an unreasonable invasion of privacy.

          (3)(a) Public body employee or volunteer addresses, dates of birth and telephone numbers contained in personnel records maintained by the public body that is the employer or the recipient of volunteer services. This exemption does not apply:

          (A) To such employees or volunteers if they are elected officials, except that a judge or district attorney subject to election may seek to exempt the judge's or district attorney's address or telephone number, or both, under the terms of ORS 192.445;

          (B) To such employees or volunteers to the extent that the party seeking disclosure shows by clear and convincing evidence that the public interest requires disclosure in a particular instance; or

          (C) To a substitute teacher as defined in ORS 342.815 when requested by a professional education association of which the substitute teacher may be a member.

          (b) Nothing in this subsection exempting employee records from disclosure relieves a public employer of any duty under ORS 243.650 to 243.782.

          (4) Information submitted to a public body in confidence and not otherwise required by law to be submitted, where such information should reasonably be considered confidential, the public body has obliged itself in good faith not to disclose the information, and when the public interest would suffer by the disclosure.

          (5) Information or records of the Department of Corrections, including the State Board of Parole and Post-Prison Supervision, to the extent that disclosure thereof would interfere with the rehabilitation of a person in custody of the department or substantially prejudice or prevent the carrying out of the functions of the department, if the public interest in confidentiality clearly outweighs the public interest in disclosure.

          (6) Records, reports and other information received or compiled by the Director of the Department of Consumer and Business Services in the administration of ORS chapters 723 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 outweighs the public interest in disclosure.

          (7) Reports made to or filed with the court under ORS 137.077 or 137.530.

          (8) Any public records or information the disclosure of which is prohibited by federal law or regulations.

          (9) Public records or information the disclosure of which is prohibited or restricted or otherwise made confidential or privileged under Oregon law.

          (10) Public records or information described in this section, furnished by the public body originally compiling, preparing or receiving them to any other public officer or public body in connection with performance of the duties of the recipient, if the considerations originally giving rise to the confidential or exempt nature of the public records or information remain applicable.

          (11) Records of the Energy Facility Siting Council concerning the review or approval of security programs pursuant to ORS 469.530.

          (12) Employee and retiree address, telephone number and other nonfinancial membership records and employee financial records maintained by the Public Employees Retirement System pursuant to ORS chapter 238 and ORS 238.410.

          (13) Records submitted by private persons or businesses to the State Treasurer or the Oregon Investment Council relating to proposed acquisition, exchange or liquidation of public investments under ORS chapter 293 may be treated as exempt from disclosure when and only to the extent that disclosure of such records reasonably may be expected to substantially limit the ability of the Oregon Investment Council to effectively compete or negotiate for, solicit or conclude such transactions. Records which relate to concluded transactions are not subject to this exemption.

          (14) The monthly reports prepared and submitted under ORS 293.761 and 293.766 concerning the Public Employees Retirement Fund and the Industrial Accident Fund may be uniformly treated as exempt from disclosure for a period of up to 90 days after the end of the calendar quarter.

          (15) Reports of unclaimed property filed by the holders of such property to the extent permitted by ORS 98.352.

          (16) The following records, communications and information submitted to the Oregon Economic and Community Development Commission, the Economic and Community Development Department, the State Department of Agriculture, the Oregon Resource and Technology Development Account or the Oregon Resource and Technology Development Account Board, the Port of Portland or other ports, as defined in ORS 777.005, by applicants for investment funds, loans or services including, but not limited to, those described in ORS 285A.224:

          (a) Personal financial statements.

          (b) Financial statements of applicants.

          (c) Customer lists.

          (d) Information of an applicant pertaining to litigation to which the applicant is a party if the complaint has been filed, or if the complaint has not been filed, if the applicant shows that such litigation is reasonably likely to occur; this exemption does not apply to litigation which has been concluded, and nothing in this paragraph shall limit any right or opportunity granted by discovery or deposition statutes to a party to litigation or potential litigation.

          (e) Production, sales and cost data.

          (f) Marketing strategy information that relates to applicant's plan to address specific markets and applicant's strategy regarding specific competitors.

          (17) Records, reports or returns submitted by private concerns or enterprises required by law to be submitted to or inspected by a governmental body to allow it to determine the amount of any transient lodging tax payable and the amounts of such tax payable or paid, to the extent that such information is in a form which would permit identification of the individual concern or enterprise. Nothing in this subsection shall limit the use which can be made of such information for regulatory purposes or its admissibility in any enforcement proceedings. The public body shall notify the taxpayer of the delinquency immediately by certified mail. However, in the event that the payment or delivery of transient lodging taxes otherwise due to a public body is delinquent by over 60 days, the public body shall disclose, upon the request of any person, the following information:

          (a) The identity of the individual concern or enterprise that is delinquent over 60 days in the payment or delivery of the taxes.

          (b) The period for which the taxes are delinquent.

          (c) The actual, or estimated, amount of the delinquency.

          (18) All information supplied by a person under ORS 151.430 to 151.491 for the purpose of requesting court-appointed counsel, and all information supplied to the State Court Administrator from whatever source for the purpose of verifying indigency of a person pursuant to ORS 151.430 to 151.491.

          (19) Workers' compensation claim records of the Department of Consumer and Business Services, except in accordance with rules adopted by the Director of the Department of Consumer and Business Services, in any of the following circumstances:

          (a) When necessary for insurers, self-insured employers and third party claim administrators to process workers' compensation claims.

          (b) When necessary for the director, other governmental agencies of this state or the United States to carry out their duties, functions or powers.

          (c) When the disclosure is made in such a manner that the disclosed information cannot be used to identify any worker who is the subject of a claim.

          (d) When a worker or the worker's representative requests review of the worker's claim record.

          (20) Sensitive business records or financial or commercial information of the Oregon Health Sciences University that is not customarily provided to business competitors.

          (21) Records of Oregon Health Sciences University regarding candidates for the position of president of the university.

          (22) The records of a library, including circulation records, showing use of specific library material by a named person or consisting of the name of a library patron together with the address or telephone number, or both, of the patron.

          (23) The following records, communications and information submitted to the Housing and Community Services Department by applicants for and recipients of loans, grants and tax credits:

          (a) Personal and corporate financial statements and information, including tax returns.

          (b) Credit reports.

          (c) Project appraisals.

          (d) Market studies and analyses.

          (e) Articles of incorporation, partnership agreements and operating agreements.

          (f) Commitment letters.

          (g) Project pro forma statements.

          (h) Project cost certifications and cost data.

          (i) Audits.

          (j) Project tenant correspondence requested to be confidential.

          (k) Tenant files relating to certification.

          (L) Housing assistance payment requests.

          (24) Raster geographic information system (GIS) digital databases, provided by private forestland owners or their representatives, voluntarily and in confidence to the State Forestry Department, that is not otherwise required by law to be submitted.

          (25) Sensitive business, commercial or financial information furnished to or developed by a public body engaged in the business of providing electricity or electricity services, if the information is directly related to a transaction described in ORS 261.348, or if the information is directly related to a bid, proposal or negotiations for the sale or purchase of electricity or electricity services, and disclosure of the information would cause a competitive disadvantage for the public body or its retail electricity customers. This subsection does not apply to cost-of-service studies used in the development or review of generally applicable rate schedules.

          (26) Sensitive business, commercial or financial information furnished to or developed by the City of Klamath Falls, acting solely in connection with the ownership and operation of the Klamath Cogeneration Project, if the information is directly related to a transaction described in ORS 225.085 and disclosure of the information would cause a competitive disadvantage for the Klamath Cogeneration Project. This subsection does not apply to cost-of-service studies used in the development or review of generally applicable rate schedules.

          (27) Personally identifiable information about customers of a municipal electric utility or a people's utility district. The utility or district may, however, release such information to a third party if the customer consents in writing or electronically, if the disclosure is necessary to render utility or district services to the customer, or if the disclosure is required pursuant to a court order. The utility or district may charge as appropriate for the costs of providing such information. The utility or district may make customer records available to third party credit agencies on a regular basis in connection with the establishment and management of customer accounts or in the event such accounts are delinquent.

          (28) A record of the street and number of an employee's address submitted to a special district to obtain assistance in promoting an alternative to single occupant motor vehicle transportation.

          (29) Sensitive business records, capital development plans or financial or commercial information of Oregon Corrections Enterprises that is not customarily provided to business competitors.

          (30) A county elections security plan developed and filed under section 48 of this 2001 Act.

 

          SECTION 63a. If Senate Bill 216 becomes law, section 3, chapter 489, Oregon Laws 2001 (Enrolled Senate Bill 216), is amended to read:

          Sec. 3. (1) If a chief petitioner of a statewide initiative or referendum petition has knowledge of a violation of any provision of Oregon Revised Statutes [relating to the conduct of any election] or of any rule adopted by the Secretary of State under ORS chapters 246 to 260 related to the circulation of a statewide initiative or referendum petition committed by a person obtaining signatures on the chief petitioner's petition, the violation by the person obtaining signatures shall be conclusively considered a violation by the chief petitioner.

          (2) A chief petitioner shall not be liable under subsection (1) of this section if the chief petitioner notifies the Secretary of State in writing not later than one business day after the chief petitioner obtains knowledge of a potential violation. The notice shall state:

          (a) That a potential violation has occurred;

          (b) The nature of the potential violation; and

          (c) All specific information known to the chief petitioner regarding the potential violation.

          [(2)] (3) If a statewide initiative or referendum petition has more than one chief petitioner, [no more than one] each chief petitioner with knowledge may be held liable under subsection (1) of this section.

          (4) This section does not apply to a violation of law that is subject to criminal penalty.

 

          SECTION 64. ORS 260.156 is amended to read:

          260.156. (1) The Secretary of State may adopt rules for the manner of determining and reporting expenditures and contributions under this chapter, including but not limited to rules for allocation of contributions and expenditures and for determination of fair market value of contributions other than money. Rules adopted under this section shall provide for proportional reporting of expenditures and contributions that benefit more than one candidate or political committee.

          (2) The valuation or allocation of any contribution or expenditure under a rule adopted by the Secretary of State before the contribution or expenditure was made or, if it is a continuing contribution or expenditure, the valuation or allocation of that part available to and used on behalf of the candidate after the adoption of the rule, shall be presumed to be the fair market value or allocation of it.

          NOTE: Section 65 was deleted by amendment. Subsequent sections were not renumbered.

 

          SECTION 66. ORS 260.522 is repealed.

 

          SECTION 67. The amendments to ORS 250.045 by section 4 of this 2001 Act apply to a statement of sponsorship filed with a prospective petition to initiate a state measure filed on or after the effective date of this 2001 Act.

 

          SECTION 68. The new provisions of law created by and amendments to and repeal of statutes by sections 1 to 48, 53 to 56, 59 to 63a, 66 and 67 of this 2001 Act become operative January 1, 2002.

 

          SECTION 69. This 2001 Act being necessary for the immediate preservation of the public peace, health and safety, an emergency is declared to exist, and this 2001 Act takes effect on its passage.

 

Approved by the Governor August 15, 2001

 

Filed in the office of Secretary of State August 16, 2001

 

Effective date August 15, 2001

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