Chapter 169 Oregon Laws 1999
Session Law
AN ACT
HB 2388
Relating to public records;
creating new provisions; and amending ORS 192.501.
Be It Enacted by the People of the State of Oregon:
SECTION 1.
ORS 192.501 is amended to read:
192.501. The following public records are exempt from
disclosure under ORS 192.410 to 192.505 unless the public interest requires
disclosure in the particular instance:
(1) Records of a public body pertaining to litigation to which
the public body is a party if the complaint has been filed, or if the complaint
has not been filed, if the public body shows that such litigation is reasonably
likely to occur. This exemption does not apply to litigation which has been
concluded, and nothing in this subsection shall limit any right or opportunity
granted by discovery or deposition statutes to a party to litigation or
potential litigation;
(2) Trade secrets. "Trade secrets," as used in this
section, may include, but are not limited to, any formula, plan, pattern,
process, tool, mechanism, compound, procedure, production data, or compilation
of information which is not patented, which is known only to certain
individuals within an organization and which is used in a business it conducts,
having actual or potential commercial value, and which gives its user an
opportunity to obtain a business advantage over competitors who do not know or
use it;
(3) Investigatory information compiled for criminal law
purposes. The record of an arrest or the report of a crime shall be disclosed
unless and only for so long as there is a clear need to delay disclosure in the
course of a specific investigation, including the need to protect the
complaining party or the victim. Nothing in this subsection shall limit any
right constitutionally guaranteed, or granted by statute, to disclosure or
discovery in criminal cases. For purposes of this subsection, the record of an
arrest or the report of a crime includes, but is not limited to:
(a) The arrested person's name, age, residence, employment,
marital status and similar biographical information;
(b) The offense with which the arrested person is charged;
(c) The conditions of release pursuant to ORS 135.230 to
135.290;
(d) The identity of and biographical information concerning
both complaining party and victim;
(e) The identity of the investigating and arresting agency and
the length of the investigation;
(f) The circumstances of arrest, including time, place,
resistance, pursuit and weapons used; and
(g) Such information as may be necessary to enlist public
assistance in apprehending fugitives from justice;
(4) Test questions, scoring keys, and other data used to
administer a licensing examination, employment, academic or other examination
or testing procedure before the examination is given and if the examination is
to be used again. Records establishing procedures for and instructing persons
administering, grading or evaluating an examination or testing procedure are
included in this exemption, to the extent that disclosure would create a risk
that the result might be affected;
(5) Information consisting of production records, sale or
purchase records or catch records, or similar business records of a private
concern or enterprise, required by law to be submitted to or inspected by a
governmental body to allow it to determine fees or assessments payable or to
establish production quotas, and the amounts of such fees or assessments
payable or paid, to the extent that such information is in a form which would
permit identification of the individual concern or enterprise. This exemption
does not include records submitted by long term care facilities as defined in
ORS 442.015 to the state for purposes of reimbursement of expenses or
determining fees for patient care. Nothing in this subsection shall limit the
use which can be made of such information for regulatory purposes or its
admissibility in any enforcement proceeding;
(6) Information relating to the appraisal of real estate prior
to its acquisition;
(7) The names and signatures of employees who sign
authorization cards or petitions for the purpose of requesting representation
or decertification elections;
(8) Investigatory information relating to any complaint filed
under ORS 659.040 or 659.045, until such time as the complaint is resolved
under ORS 659.050, or a final administrative determination is made under ORS
659.060;
(9) Investigatory information relating to any complaint or
charge filed under ORS 243.676 and 663.180;
(10) Records, reports and other information received or
compiled by the Director of the Department of Consumer and Business Services
under ORS 697.732;
(11) Information concerning the location of archaeological
sites or objects as those terms are defined in ORS 358.905, except if the
governing body of an Indian tribe requests the information and the need for the
information is related to that Indian tribe's cultural or religious activities.
This exemption does not include information relating to a site that is all or
part of an existing, commonly known and publicized tourist facility or
attraction;
(12) A personnel discipline action, or materials or documents
supporting that action;
(13) Information developed pursuant to ORS 496.004, 496.172 and
498.026 or ORS 496.192 and 564.100, regarding the habitat, location or
population of any threatened species or endangered species;
(14) Writings prepared by or under the direction of faculty of
public educational institutions, in connection with research, until publicly
released, copyrighted or patented;
(15) Computer programs developed or purchased by or for any
public body for its own use. As used in this subsection, "computer
program" means a series of instructions or statements which permit the
functioning of a computer system in a manner designed to provide storage,
retrieval and manipulation of data from such computer system, and any
associated documentation and source material that explain how to operate the
computer program. "Computer program" does not include:
(a) The original data, including but not limited to numbers,
text, voice, graphics and images;
(b) Analyses, compilations and other manipulated forms of the
original data produced by use of the program; or
(c) The mathematical and statistical formulas which would be
used if the manipulated forms of the original data were to be produced
manually;
(16) Data and information provided by participants to mediation
under section 5, chapter 967, Oregon Laws 1989;
(17) Investigatory information relating to any complaint or
charge filed under ORS chapter 654, until a final administrative determination
is made or, if a citation is issued, until an employer receives notice of any
citation;
(18) Specific operational plans in connection with an
anticipated threat to individual or public safety for deployment and use of
personnel and equipment, prepared and used by a law enforcement agency, if
public disclosure thereof would endanger the life or physical safety of a
citizen or law enforcement officer or jeopardize the law enforcement activity
involved;
(19)(a) Audits or audit reports of a telecommunications
utility. As used in this paragraph, "audit or audit report of a
telecommunications utility" means any external or internal audit or audit
report pertaining to a telecommunications utility, as defined in ORS 759.005,
or pertaining to a corporation having an affiliated interest, as defined in ORS
759.010, with a telecommunications utility that is intended to make the
operations of the entity more efficient, accurate or compliant with applicable
rules, procedures or standards, that may include self-criticism and that has
been filed by the telecommunications utility or affiliate under compulsion of
state law. "Audit or audit report of a telecommunications utility"
does not mean an audit of a cost study that would be discoverable in a contested
case proceeding and that is not subject to a protective order[.];
and
(b) Financial statements. As used in this paragraph,
"financial statement" means a financial statement of a nonregulated
corporation having an affiliated interest, as defined in ORS 759.010, with a
telecommunications utility, as defined in ORS 759.005; [and]
(20) The residence address of an elector if authorized under
ORS 247.965 and subject to ORS 247.967[.]; and
(21) The following
records, communications and information submitted to a housing authority as
defined in ORS 456.005 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; and
(L) Housing assistance
payment requests.
SECTION 2.
ORS 192.501, as amended by section 13, chapter 967, Oregon Laws 1989, section
2, chapter 636, Oregon Laws 1991, section 2, chapter 678, Oregon Laws 1991,
section 5, chapter 616, Oregon Laws 1993, section 2, chapter 787, Oregon Laws
1993, and section 3, chapter 604, Oregon Laws 1995, is amended to read:
192.501. The following public records are exempt from disclosure
under ORS 192.410 to 192.505 unless the public interest requires disclosure in
the particular instance:
(1) Records of a public body pertaining to litigation to which
the public body is a party if the complaint has been filed, or if the complaint
has not been filed, if the public body shows that such litigation is reasonably
likely to occur. This exemption does not apply to litigation which has been
concluded, and nothing in this subsection shall limit any right or opportunity
granted by discovery or deposition statutes to a party to litigation or
potential litigation;
(2) Trade secrets. "Trade secrets," as used in this
section, may include, but are not limited to, any formula, plan, pattern,
process, tool, mechanism, compound, procedure, production data, or compilation
of information which is not patented, which is known only to certain
individuals within an organization and which is used in a business it conducts,
having actual or potential commercial value, and which gives its user an
opportunity to obtain a business advantage over competitors who do not know or
use it;
(3) Investigatory information compiled for criminal law
purposes. The record of an arrest or the report of a crime shall be disclosed
unless and only for so long as there is a clear need to delay disclosure in the
course of a specific investigation, including the need to protect the
complaining party or the victim. Nothing in this subsection shall limit any
right constitutionally guaranteed, or granted by statute, to disclosure or discovery
in criminal cases. For purposes of this subsection, the record of an arrest or
the report of a crime includes, but is not limited to:
(a) The arrested person's name, age, residence, employment,
marital status and similar biographical information;
(b) The offense with which the arrested person is charged;
(c) The conditions of release pursuant to ORS 135.230 to
135.290;
(d) The identity of and biographical information concerning
both complaining party and victim;
(e) The identity of the investigating and arresting agency and
the length of the investigation;
(f) The circumstances of arrest, including time, place,
resistance, pursuit and weapons used; and
(g) Such information as may be necessary to enlist public
assistance in apprehending fugitives from justice;
(4) Test questions, scoring keys, and other data used to
administer a licensing examination, employment, academic or other examination
or testing procedure before the examination is given and if the examination is
to be used again. Records establishing procedures for and instructing persons
administering, grading or evaluating an examination or testing procedure are
included in this exemption, to the extent that disclosure would create a risk
that the result might be affected;
(5) Information consisting of production records, sale or
purchase records or catch records, or similar business records of a private
concern or enterprise, required by law to be submitted to or inspected by a
governmental body to allow it to determine fees or assessments payable or to
establish production quotas, and the amounts of such fees or assessments
payable or paid, to the extent that such information is in a form which would
permit identification of the individual concern or enterprise. This exemption
does not include records submitted by long term care facilities as defined in
ORS 442.015 to the state for purposes of reimbursement of expenses or
determining fees for patient care. Nothing in this subsection shall limit the
use which can be made of such information for regulatory purposes or its
admissibility in any enforcement proceeding;
(6) Information relating to the appraisal of real estate prior
to its acquisition;
(7) The names and signatures of employees who sign
authorization cards or petitions for the purpose of requesting representation
or decertification elections;
(8) Investigatory information relating to any complaint filed
under ORS 659.040 or 659.045, until such time as the complaint is resolved
under ORS 659.050, or a final administrative determination is made under ORS
659.060;
(9) Investigatory information relating to any complaint or
charge filed under ORS 243.676 and 663.180;
(10) Records, reports and other information received or
compiled by the Director of the Department of Consumer and Business Services
under ORS 697.732;
(11) Information concerning the location of archaeological
sites or objects as those terms are defined in ORS 358.905, except if the
governing body of an Indian tribe requests the information and the need for the
information is related to that Indian tribe's cultural or religious activities.
This exemption does not include information relating to a site that is all or
part of an existing, commonly known and publicized tourist facility or
attraction;
(12) A personnel discipline action, or materials or documents
supporting that action;
(13) Information developed pursuant to ORS 496.004, 496.172 and
498.026 or ORS 496.192 and 564.100, regarding the habitat, location or
population of any threatened species or endangered species;
(14) Writings prepared by or under the direction of faculty of
public educational institutions, in connection with research, until publicly
released, copyrighted or patented;
(15) Computer programs developed or purchased by or for any
public body for its own use. As used in this subsection, "computer
program" means a series of instructions or statements which permit the
functioning of a computer system in a manner designed to provide storage,
retrieval and manipulation of data from such computer system, and any
associated documentation and source material that explain how to operate the
computer program. "Computer program" does not include:
(a) The original data, including but not limited to numbers,
text, voice, graphics and images;
(b) Analyses, compilations and other manipulated forms of the
original data produced by use of the program; or
(c) The mathematical and statistical formulas which would be
used if the manipulated forms of the original data were to be produced
manually;
(16) Investigatory information relating to any complaint or
charge filed under ORS chapter 654, until a final administrative determination
is made or, if a citation is issued, until an employer receives notice of any
citation;
(17) Specific operational plans in connection with an
anticipated threat to individual or public safety for deployment and use of
personnel and equipment, prepared and used by a law enforcement agency, if
public disclosure thereof would endanger the life or physical safety of a
citizen or law enforcement officer or jeopardize the law enforcement activity
involved;
(18)(a) Audits or audit reports of a telecommunications
utility. As used in this paragraph, "audit or audit report of a
telecommunications utility" means any external or internal audit or audit
report pertaining to a telecommunications utility, as defined in ORS 759.005,
or pertaining to a corporation having an affiliated interest, as defined in ORS
759.010, with a telecommunications utility that is intended to make the
operations of the entity more efficient, accurate or compliant with applicable
rules, procedures or standards, that may include self-criticism and that has
been filed by the telecommunications utility or affiliate under compulsion of
state law. "Audit or audit report of a telecommunications utility"
does not mean an audit of a cost study that would be discoverable in a
contested case proceeding and that is not subject to a protective order[.];
and
(b) Financial statements. As used in this paragraph,
"financial statement" means a financial statement of a nonregulated
corporation having an affiliated interest, as defined in ORS 759.010, with a
telecommunications utility, as defined in ORS 759.005; [and]
(19) The residence address of an elector if authorized under
ORS 247.965 and subject to ORS 247.967[.]; and
(20) The following
records, communications and information submitted to a housing authority as
defined in ORS 456.005 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; and
(L) Housing assistance
payment requests.
SECTION 3. Nothing in the amendments to ORS 192.501 by
section 1 or 2 of this 1999 Act affects the operative date provisions of
section 17, chapter 967, Oregon Laws 1989, as amended by section 1, chapter
277, Oregon Laws 1995.
Approved by the Governor May
3, 1999
Filed in the office of
Secretary of State May 3, 1999
Effective date October 23,
1999
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