Chapter 291 Oregon Laws 1999

Session Law

 

AN ACT

 

SB 1093

 

Relating to Oregon Health Sciences University; creating new provisions; amending ORS 181.871, 190.410, 192.501, 192.502, 192.690, 244.050, 316.146, 351.203, 353.010, 353.020, 353.040, 353.050, 353.070, 353.080, 353.100, 353.180, 353.260, 353.270, 353.330, 353.340, 353.370, 353.390, 353.410, 353.440, 353.470, 442.555, 442.561, 442.562, 442.563 and 442.564 and section 34, chapter 162, Oregon Laws 1995; and declaring an emergency.

 

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

 

      SECTION 1. ORS 353.010 is amended to read:

      353.010. As used in this chapter:

      (1) "Board" means the Oregon Health Sciences University Board of Directors established under ORS 353.040.

      (2) "Public corporation" means an entity that is created by the state to carry out public missions and services. In order to carry out these public missions and services, a public corporation participates in activities or provides services that are also provided by private enterprise. A public corporation is granted increased operating flexibility in order to best ensure its success, while retaining principles of public accountability and fundamental public policy. The board of directors of a public corporation is appointed by the Governor and confirmed by the Senate but is otherwise delegated the authority to set policy and manage the operations of the public corporation.

      (3) "University" or "Oregon Health Sciences University" means the Oregon Health Sciences University public corporation created under ORS 353.020.

      SECTION 2. ORS 353.020 is amended to read:

      353.020. [The] Oregon Health Sciences University is established as a public corporation and shall exercise and carry out all powers, rights and privileges that are expressly conferred upon it, are implied by law or are incident to such powers. The university shall be a governmental entity performing governmental functions and exercising governmental powers. The university shall be an independent public corporation with statewide purposes and missions and without territorial boundaries. The university shall be a governmental entity but shall not be considered a unit of local or municipal government or a state agency for purposes of state statutes or constitutional provisions.

      SECTION 3. ORS 353.040 is amended to read:

      353.040. (1) There is established an Oregon Health Sciences University Board of Directors consisting of seven members. The directors, except for the [university] president of the university, shall be appointed by the Governor and shall be confirmed by the Senate in the manner prescribed in ORS 171.562 and 171.565.

      (2) Except for the president of the university, the term of office of each nonstudent member is four years. The term of office of the student member is two years. Before the expiration of the term of a member, the Governor shall appoint a successor whose term begins on October 1 next following. A member is eligible for reappointment for one additional term. If there is a vacancy for any cause, the Governor shall make an appointment to become effective immediately for the unexpired term. The board shall nominate a slate of candidates whenever a vacancy occurs or is announced and shall forward the recommended candidates to the Governor for consideration. To assist the Governor in appointing the student member, the duly organized and recognized entity of student government shall submit a list of nominees to the Governor for consideration.

      (3) The membership of the board shall be as follows:

      (a) One representative who is a nonstudent member of the State Board of Higher Education.

      (b) Four representatives who, in the discretion of the Governor, have experience in areas related to the university missions or that are important to the success of [the] Oregon Health Sciences University, including but not limited to higher education, health care, scientific research and economic and business development.

      (c) One representative who is a student enrolled at the university.

      (d) The president of the university, who shall be an ex officio voting member.

      (4) Directors must be citizens of the United States. Except for the president of the university, no voting member may be an employee of the university.

      (5) The board shall select one of its members as chairperson and another as vice chairperson for such terms and with such duties and powers as the board considers necessary for performance of the functions of those offices. The board shall adopt bylaws concerning how a quorum shall be constituted and when a quorum shall be necessary.

      (6) The board shall meet at least once every three months at [the] Oregon Health Sciences University. The board shall meet at such other times and places specified by the chairperson or by a majority of the members of the board.

      (7) The Governor may remove any member of the board at any time for cause, after notice and public hearing, but not more than three members shall be removed within a period of four years, unless it is for corrupt conduct in office.

      SECTION 4. ORS 353.050 is amended to read:

      353.050. Except as otherwise provided in this chapter, the Oregon Health Sciences University Board of Directors, or university officials acting under the authority of the board, shall exercise all the powers of the Oregon Health Sciences University and shall govern the university. In carrying out its powers, rights and privileges, the university [and the board] shall be a governmental entity performing governmental functions and exercising governmental powers. The university or the board may either within or outside the state:

      (1) Determine or approve policies for the organization, administration and development of the university.

      (2) Appoint and employ any instructional, administrative, professional, trade, occupational and other personnel as are necessary or appropriate to carry out the missions of the university, and prescribe their compensation and terms of office or employment.

      (3) Make any and all contracts and agreements, enter into any partnership, joint venture or other business arrangement, create and participate fully in the operation of any business structure, including but not limited to the development of business structures for health care delivery systems and networks with any public or private government, nonprofit or for-profit person or entity that in the judgment of the university or the board is necessary or appropriate to carry out the university's missions and goals.

      (4) Acquire, purchase, receive, hold, control, convey, sell, manage, operate, lease, license, lend, invest, improve, develop, use, dispose of and hold title to real and personal property of any nature, including intellectual property, in its own name.

      (5) Sue in its own name and be sued, plead and be impleaded in all actions, suits or proceedings in any forum brought by or against it by any and all private or state, local, federal or other public entities, agencies or persons.

      (6) Encourage gifts and donations for the benefit of the university, and subject to the terms of the gift, retain, invest and use such gifts as deemed appropriate by the university or the board.

      (7) Acquire, receive, hold, keep, pledge, control, convey, manage, use, lend, expend and invest all funds, appropriations, gifts, bequests, stock and revenue from any source to the university.

      (8) Borrow money for the needs of the university [as deemed requisite by the board], in such amounts and for such time and upon such terms as may be determined by the university or the board.

      (9) Erect, construct, improve, develop, repair, maintain, equip, furnish, lease, lend, convey, sell, manage, operate, use, dispose of and hold title to buildings, structures and lands for the university.

      (10) Purchase any and all insurance, operate a self-insurance program or otherwise arrange for the equivalent of insurance coverage of any nature and the indemnity and defense of its officers, agents and employees or other persons [whom the board designates as carrying] designated by the university to carry out or [furthering] further the missions of the university.

      (11) Create, develop, supervise, control and adopt academic programs, including standards, qualifications, policies or practices relating to admissions, curriculum, academic advancement, grading policy, student conduct, credits and scholarships and the granting of academic degrees, certificates and other forms of recognition.

      (12) Authorize, create, eliminate, establish, operate, reorganize, reduce or expand any program, school, institute, health care facility or other unit of operation.

      (13) Establish, charge, collect and use charges for enrollment into the university, including charges such as tuition for education and general services, incidental fees and such other charges found by the [board] university to be necessary to carry out its educational programs. Fees realized in excess of amounts allocated and exceeding required reserves shall be considered surplus incidental fees and shall be allocated for programs under the control of the board and found to be advantageous to the cultural or physical development of students of the university upon the recommendation of the recognized student government of the university.

      (14) Establish, charge, collect and use charges and fees for university services and the use of university facilities.

      [(15) Impose charges, fines or fees for parking privileges and violations, including fees for impoundment and storage, and enter into agreements with municipalities to provide a uniform system of parking.]

      (15) Impose charges, fines, fees and such other regulations considered convenient or necessary to control and regulate traffic and parking of vehicles to the same extent allowed the State Board of Higher Education. This authority includes the authority to enforce the regulations of the university in a court to the extent allowed the State Board of Higher Education in enforcing the state board's regulations as provided in ORS 352.360 (7).

      (16) Commission as special campus security officers one or more [employees] individuals who will have probable cause arrest authority and the accompanying immunities as set forth in ORS 133.310 and 133.315 when acting in the scope of their [employment] duties, provided that such [employees] individuals are trained and certified by the Department of Public Safety Standards and Training, and provided further that such officers shall not be authorized to carry firearms as police officers and shall not be considered police officers for purposes of ORS 181.610, 238.005, 243.005 or 243.736. The university shall be considered a criminal justice agency for purposes of ORS 181.715 and 181.720.

      (17) Enforce and recover for payment to the university any fines that are authorized by this chapter.

      (18) Adopt, amend or repeal bylaws, administrative rules, regulations and orders applicable to the matters that are the subject of this chapter.

      (19) Contract with any state agency for the performance of such duties, functions and powers as [the board considers] is appropriate. A state agency shall not charge the [board] university for such services an amount that is greater than the actual cost of the services.

      (20) Purchase, receive, subscribe for or otherwise acquire, own, hold, vote, use, sell, mortgage, lend, pledge, invest in or otherwise dispose of and deal in or with the shares, stock or other equity or interests in or obligations of any other entity. [The board may establish] Separate funds may be established for such investments. The State of Oregon shall have no proprietary or other interest in such investments or such funds.

      (21) Make available, by lease or otherwise, or control access to any health care facilities or services or other of its properties and assets to such persons, firms, partnerships, associations or corporations and on such terms as [the board deems to be] considered appropriate, charge and collect rent or other fees or charges therefor and terminate or deny any such access or any such lease or other agreement for such reasons as [the board deems] considered appropriate and as may be consistent with its obligations under any such lease or other agreement.

      (22) Contract for the operation of any department, section, equipment or holdings of the university and enter into any agreements with any person, firm or corporation for the management by said person, firm or corporation on behalf of the university of any of its properties or for the more efficient or economical performance of clerical, accounting, administrative and other functions relating to its health care facilities.

      (23) Select and appoint faculty as medical and dental staff members and others licensed to practice the healing arts, delineate and define the privileges granted each such individual, adopt and direct a plan for faculty clinical income and set the terms and conditions of that plan (including such modifications to any such existing plan as [the board deems] considered necessary or appropriate upon expiration of the term of such plan), and determine the extent to which and the terms upon which each such individual may provide teaching, research, consulting or other services at the university or any other health care facility.

      (24) Enter into affiliation, cooperation, territorial, management or other similar agreements with other public or private universities or health care providers for the sharing, division, allocation or furnishing of services on an exclusive or a nonexclusive basis, referral of patients, management of facilities, formation of health care delivery systems and other similar activities.

      (25) Perform any other acts that in the judgment of the board or university are requisite, necessary or appropriate in accomplishing the purposes described in or carrying out the powers granted by this chapter.

      (26) Exercise these powers, notwithstanding that as a consequence of the exercise of such powers, the university engages in activities that might otherwise be deemed anticompetitive within the contemplation of state or federal antitrust laws.

      SECTION 5. ORS 353.070 is amended to read:

      353.070. (1) As used in this section:

      (a) "Direct labor" includes all work required for preparation, processing and packing, but not supervision, administration, inspection or shipping.

      (b) "Disabled individual" means an individual who, because of the nature of the individual's disabilities, is not able to participate fully in competitive employment, and for whom specialized employment opportunities must be provided.

      (c) "Qualified nonprofit agency for disabled individuals" means a nonprofit activity center or rehabilitation facility:

      (A) Organized under the laws of the United States or of this state and operated in the interest of disabled individuals, and the net income of which does not inure in whole or in part to the benefit of any shareholder or other individual;

      (B) That complies with any applicable occupational health and safety standards required by the laws of the United States or of this state; and

      (C) That in the manufacture of products and in the provision of services during the fiscal year employs disabled individuals for not less than 75 percent of the work hours of direct labor required for the manufacture or provision of the products or services.

      (2) The Oregon Health Sciences University Board of Directors shall further the policy of this state to encourage and assist disabled individuals to achieve maximum personal independence through useful and productive gainful employment by ensuring an expanded and constant market for sheltered workshop and activity center products and services, thereby enhancing the dignity and capacity of disabled individuals for self-support and minimizing their dependence on welfare and need for costly institutionalization.

      (3) It shall be the duty of [the board] Oregon Health Sciences University to:

      (a) Determine the price of all products manufactured and services offered for sale to the university by any qualified nonprofit agency for disabled individuals. The price shall recover for the workshops the cost of raw materials, labor, overhead, delivery costs and a margin held in reserve for inventory and equipment replacement;

      (b) Revise such prices from time to time in accordance with changing cost factors;

      (c) Make such rules regarding specifications, time of delivery and other relevant matters of procedure as shall be necessary; and

      (d) Utilize prices and specifications, in its discretion, established by the Oregon Department of Administrative Services.

      (4) The [board] university shall establish and publish a list of sources or potential sources of products produced by any qualified nonprofit agency for disabled individuals and the services provided by any such agency that the [board] university determines are suitable for its procurement [by its higher education institutions]. The [board] university, in its discretion, may utilize any list established and published by the Oregon Department of Administrative Services.

      (5) If the university intends to procure any product or service on the procurement list, the university shall[, in accordance with rules of the board,] procure such product or service at the price established by the [board] university from a qualified nonprofit agency for disabled individuals, provided the product or service is of the appropriate specifications and is available at the location and within the period required by the university.

      (6) It is the intent of the Legislative Assembly that there be close cooperation between the board, the university and qualified nonprofit agencies for disabled individuals. The [board] university, on behalf of the [university] board, is authorized to enter into such contractual agreements, cooperative working relationships or other arrangements as may be necessary for effective coordination and efficient realization of the objectives of this section.

      SECTION 6. ORS 353.080 is amended to read:

      353.080. [The] Oregon Health Sciences University [Board of Directors] shall file with the Legislative Assembly and the Governor, not later than April 15 of each year, a report of the [university] university's activities and operations for the preceding year.

      SECTION 7. ORS 353.100 is amended to read:

      353.100. (1) The provisions of ORS chapters 35, 190, 192, 244, 281 and 295 and ORS 30.260 to 30.460, 200.005 to 200.025, 200.045 to 200.090, 236.605 to 236.640, 243.650 to 243.782, 297.040, 307.090 and 307.112 shall apply to [the] Oregon Health Sciences University under the same terms as they apply to public bodies other than the state.

      (2) Except as otherwise provided by law, the provisions of ORS chapters 182, 183, 240, 270, 273, 276, 279, 283, 291, 292, 293, 294 and 297 and ORS 180.060, 180.210 to 180.235, 184.305 to 184.345, 190.430, 190.480, 190.490, 192.105, 200.035, 236.380, 243.105 to 243.585, 243.696, 278.011 to 278.120, 278.315 to 278.415, 281.210 to 281.260, 282.010 to 282.150, 357.805 to 357.895 and 656.017 (2) shall not apply to the university.

      (3) As a distinct governmental entity, the university shall not be subject to any provision of law enacted after January 1, 1995, with respect to any governmental entity, unless the provision specifically provides that it applies to the university.

      SECTION 8. ORS 353.180 is amended to read:

      353.180. [The] Oregon Health Sciences University [Board of Directors] may adopt policies relating to the creation, use, custody and disclosure, including access, of student education records of the [Oregon Health Sciences] university that are consistent with the requirements of applicable state and federal law. Whenever a student has attained 18 years of age or is attending the university, the permission or consent required of and the rights accorded to a parent of the student regarding education records shall thereafter only be required of and accorded to the student.

      SECTION 9. ORS 353.260 is amended to read:

      353.260. (1) [The] Oregon Health Sciences University [Board of Directors] may adopt policies governing access to university personnel records that are less than 25 years old.

      (2) Policies adopted under subsection (1) of this section shall require that personnel records be subjected to restrictions on access unless the president of the university finds that the public interest in maintaining individual rights to privacy in an adequate educational environment would not suffer by disclosure of such records. Access to such records may be limited to designated classes of information or persons, or to stated times and conditions, or to both, but cannot be limited for records more than 25 years old.

      (3) No rule or order adopted pursuant to this section shall deny to a faculty member full access to the member's personnel file or records kept by the [Oregon Health Sciences] university, except as provided in subsection (4)(d) and (e) of this section.

      (4)(a) The [number of] files relating to the evaluation of a faculty member shall be [limited to three, to be] kept in designated, available locations.

      (b) Any evaluation received by telephone shall be documented in each of the faculty member's files by means of a written summary of the conversation with the names of the conversants identified.

      (c) A faculty member shall be entitled to submit, for placement in the [three] files, evidence rebutting, correcting, amplifying or explaining any document contained therein and other material that the member believes might be of assistance in the evaluation process.

      (d) Letters and other information for a faculty member of the university submitted in confidence to the State Board of Higher Education or its institutions, schools or departments prior to July 1, 1975, shall be maintained in the files designated by paragraph (a) of this subsection. However, if a faculty member requests access to those files, the anonymity of the contributor of letters and other information obtained prior to July 1, 1975, shall be protected. The full text shall be made available, except that portions of the text that would serve to identify the contributor shall be excised by a faculty committee. Only the names of the contributors and the excised portions of the documents may be kept in a file other than the [three prescribed] files designated by paragraph (a) of this subsection.

      (e) Confidential letters and other information submitted to or solicited by the university after July 1, 1995, and prior to the employment of a prospective faculty member are exempt from the provisions of this paragraph. However, if the member is employed by the university, the confidential preemployment materials shall be placed in the [three authorized] files designated by paragraph (a) of this subsection. If a faculty member requests access to the member's files, the anonymity of the contributor of confidential preemployment letters and other preemployment information shall be protected. The full text shall be made available, except that portions of the text that would serve to identify the contributor shall be excised and retained in a file other than the [three] files designated [in] by paragraph (a) of this subsection.

      (f) Classroom survey evaluations by students of a faculty member's classroom or laboratory performance shall be anonymous. The record of tabulated reports shall be placed in at least one of the files designated [in] by paragraph (a) of this subsection. All survey instruments used to obtain evaluation data shall be returned to the faculty member.

      (g) The university, when evaluating its employed faculty members, shall not solicit or accept letters, documents or other materials, given orally or in written form, from individuals or groups who wish their identity kept anonymous or the information they provide kept confidential.

      (5) No policy or order adopted pursuant to this section limits the authority of the university to prepare, without identification of individual persons who have not consented thereto, statistical or demographic reports from personnel records.

      (6) Any category of personnel records specifically designated as confidential pursuant to valid policies or orders as provided in this section shall not be deemed a public record for the purposes of ORS 192.420.

      (7) As used in this section, "personnel records" means records containing information kept by the university concerning a faculty member and furnished by the faculty member or by others about the faculty member at the member's or at the university's request, including but not limited to information concerning discipline, membership activity, employment performance or other personal records of individual persons.

      SECTION 10. ORS 353.270 is amended to read:

      353.270. (1) [The] Oregon Health Sciences University [Board of Directors] may authorize receipt of compensation for any officer or employee of the [Oregon Health Sciences] university from private or public resources, including but not limited to income from:

      (a) Consulting;

      (b) Appearances and speeches;

      (c) Intellectual property conceived, reduced to practice or originated and therefore owned within the university;

      (d) Providing services or other valuable consideration for a private corporation, individual or entity, whether paid in cash or in kind, stock or other equity interest, or anything of value regardless of whether there is a licensing agreement between the university and the private entity;

      (e) Performing public duties paid by private organizations, including university corporate affiliates, that augment an officer's or employee's publicly funded salary. Such income shall be authorized and received in accordance with policies established by the [board] university; and

      (f) Providing medical and other health services.

      (2) The [board] university shall not authorize compensation, as described in subsection (1) of this section, that, in the [board's] university's judgment, does not comport with the missions of the university or substantially interferes with an officer's or employee's duties to the university.

      (3) Any compensation described and authorized under subsection (1) of this section shall be considered official salary, honorarium or reimbursement of expenses for purposes of ORS 244.040. If authorization or receipt of such compensation creates a potential conflict of interest, the potential conflict shall be reported in writing in accordance with policies of the [board] university. The disclosure is a public record subject to public inspection.

      (4) The [board] university shall adopt standards governing employee outside employment and activities of employees, including potential conflicts of interest, as defined by the [board] university and consistent with ORS 244.020, and the public disclosure thereof, and procedures for reporting and hearing potential or actual conflict of interest complaints.

      SECTION 11. ORS 353.330 is amended to read:

      353.330. (1) Nothing in chapter 162, Oregon Laws 1995, shall be construed in any way to impair the obligations or agreements of the State of Oregon or the State Board of Higher Education with respect to bonds, certificates of participation, financing agreements or other agreements for the borrowing of money issued prior to July 1, 1995, by the State of Oregon on behalf of the State Board of Higher Education for equipment or projects for [the] Oregon Health Sciences University. The [Oregon Health Sciences] university and the State System of Higher Education shall take all actions necessary to ensure full compliance with all indentures, resolutions, declarations, agreements and other documents issued with respect to the bonds, certificates of participation, financing agreements or other agreements for the borrowing of money issued prior to July 1, 1995, by the State of Oregon on behalf of the State Board of Higher Education for equipment or projects for the [Oregon Health Sciences] university. The State System of Higher Education and the [Oregon Health Sciences] university shall establish, in a written agreement that shall be subject to the approval of the State Treasurer, the responsibility of the [Oregon Health Sciences] university for the payment to the State System of Higher Education of moneys sufficient to pay when due all principal, interest and any other charges on bonds, certificates of participation, financing agreements or other agreements for the borrowing of money issued prior to July 1, 1995, by the State of Oregon on behalf of the State Board of Higher Education for equipment or projects for the [Oregon Health Sciences] university.

      (2) Holders of obligations issued by the [Oregon Health Sciences] university on or after July 1, 1995, may be paid pari passu with the obligations issued by the State of Oregon on behalf of the State Board of Higher Education for equipment or projects for the [Oregon Health Sciences] university prior to July 1, 1995, from the [properties] rents, revenues, receipts, appropriations or other income of the [Oregon Health Sciences] university, but only to the extent that:

      (a) Such holders have no rights, liens or other interests with respect to such [properties] rents, revenues, receipts, appropriations or other income of the [Oregon Health Sciences] university that are senior or superior to the rights granted to the holders of obligations issued prior to July 1, 1995, by the State of Oregon on behalf of the State Board of Higher Education for equipment or projects for the [Oregon Health Sciences] university; and

      (b) The State Board of Higher Education, the Oregon Department of Administrative Services or the State of Oregon, acting for the benefit of such holders of obligations, is granted a lien or other security interest in the [properties] rents, revenues, receipts, appropriations or other income of the [Oregon Health Sciences] university that is not junior to and is at least pari passu with any lien or other security interest granted to the holders of obligations issued by the [Oregon Health Sciences] university.

      (3) Any expenses, including legal expenses, judgments, liabilities and federal arbitrage and rebate penalties arising from the actions of the [Oregon Health Sciences] university, if incurred with respect to bonds, certificates of participation, financing agreements or other agreements for the borrowing of money issued prior to July 1, 1995, by the State of Oregon on behalf of the State Board of Higher Education for equipment or projects for the [Oregon Health Sciences] university, shall be paid when due by the [Oregon Health Sciences] university, subject to the [Oregon Health Sciences] university's right to reasonably contest such charges, judgments, liabilities or penalties. The [Oregon Health Sciences] university shall assist the Controller of the State System of Higher Education in making any necessary calculations and filing any necessary reports related to arbitrage and rebate on such indebtedness.

      (4) Any amounts deposited with the State Treasurer, the Controller of the State System of Higher Education, the Oregon Department of Administrative Services or its designated agents in any debt service in reserve accounts for the debt service associated with any bonds, certificates of participation, financing agreements or other agreements for the borrowing of money issued prior to July 1, 1995, by the State of Oregon on behalf of the State Board of Higher Education for equipment or projects for the [Oregon Health Sciences] university shall remain with the State Treasurer, the Controller of the State System of Higher Education, the Oregon Department of Administrative Services or its designated agents until such time as the bonds, certificates of participation, financing agreements or other agreements for the borrowing of money for which such reserve accounts have been established have been retired or defeased. The [Oregon Health Sciences] university shall be credited with the investment earnings on such reserve accounts.

      SECTION 12. ORS 353.340 is amended to read:

      353.340. [The] Oregon Health Sciences University may from time to time issue and sell revenue bonds in accordance with the provisions of the Uniform Revenue Bond Act contained in ORS 288.805 to 288.945. However, the provisions contained in ORS 288.815 shall not apply to revenue bonds issued by the [Oregon Health Sciences] university. Such revenue bonds shall not in any manner nor to any extent be a general obligation of the [Oregon Health Sciences] university nor a charge upon any revenues or property of the university not specifically pledged thereto. No obligation of any kind incurred under ORS 288.805 to 288.945 shall be, or be considered, an indebtedness of the State of Oregon.

      SECTION 13. ORS 353.370 is amended to read:

      353.370. In addition to, and not in limitation of, the means of satisfying state general obligation bond obligations under ORS 291.445, [the] Oregon Health Sciences University [Board of Directors], promptly upon the discovery of any shortfall in moneys available to the [Oregon Health Sciences] university for the payment when due of amounts under any bonds, certificates of participation, financing agreements or other agreements for the borrowing of moneys issued prior to July 1, 1995, by the State of Oregon on behalf of the State Board of Higher Education for equipment or projects for the [Oregon Health Sciences] university, shall notify in writing the Legislative Assembly, or if the Legislative Assembly is not in session, the Emergency Board, of the existence and amount of the shortfall. The Legislative Assembly or the Emergency Board, as the case may be, may provide funds to satisfy the payment of any such amount. By enacting this provision, the Legislative Assembly acknowledges its current intention to provide, from funds other than those appropriated or otherwise made available to the State System of Higher Education, funds to pay such amount. However, except as may be required by the Oregon Constitution or ORS 291.445, neither the Legislative Assembly nor the Emergency Board shall have any legal obligation to provide funds under this section.

      SECTION 14. ORS 353.390 is amended to read:

      353.390. [With the approval of the Oregon Health Sciences University Board of Directors, the] Oregon Health Sciences University may enter into financing agreements in accordance with ORS 353.380 to 353.420, upon such terms as the [board] university finds to be advantageous [to the university]. Amounts payable by the university under a financing agreement shall be limited to funds specifically pledged, budgeted for or otherwise made available by the university. If there are insufficient available funds to pay amounts due under a financing agreement, the lender may exercise any property rights that the university has granted to it in the financing agreement against the property that was purchased with the proceeds of the financing agreement, and may apply the amounts so received toward payments scheduled to be made by the university under the financing agreement.

      SECTION 15. ORS 353.410 is amended to read:

      353.410. [The] Oregon Health Sciences University [Board of Directors] may:

      (1) Enter into agreements with third parties to hold financing agreement proceeds, payments and reserves as security for lenders, and to issue certificates of participation in the right to receive payments due from the [Oregon Health Sciences] university under a financing agreement. Amounts so held shall be invested at the direction of the Oregon Health Sciences University Board of Directors. Interest earned on any investments held as security for a financing agreement may, at the option of the board, be credited to the accounts held by the third party and applied in payment of sums due under a financing agreement.

      (2) Enter into credit enhancement agreements for financing agreements or certificates of participation, provided that such credit enhancement agreements shall be payable solely from funds specifically pledged, budgeted for or otherwise made available by the university and amounts received from the exercise of property rights granted under such financing agreements.

      (3) Use financing agreements to finance the costs of acquiring or refinancing real or personal property, plus the costs of reserves, credit enhancements and costs associated with obtaining the financing.

      (4) Grant leases of real property with a trustee or lender. Such leases may be for a term that ends on the date on which all amounts due under a financing agreement have been paid or provision for payment has been made, or up to 20 years after the last scheduled payment under a financing agreement, whichever is later. Such leases may grant the trustee or lender the right to evict the university and exclude it from possession of the real property for the term of the lease if the university fails to pay when due the amounts scheduled to be paid under a financing agreement, or otherwise defaults under a financing agreement. Upon default, the trustee or lender may sublease the land to third parties and apply any rentals toward payments scheduled to be made under a financing agreement.

      (5) Grant security interests in personal property to trustees or lenders.

      (6) Make pledges for the benefit of trustees and lenders.

      (7) Purchase fire and extended coverage or other casualty insurance for property that is acquired or refinanced with proceeds of a financing agreement, assign the proceeds thereof to a lender or trustee to the extent of their interest, and covenant to maintain such insurance while the financing agreement is unpaid, so long as available funds are sufficient to purchase such insurance.

      SECTION 16. ORS 353.440 is amended to read:

      353.440. The Legislative Assembly finds that:

      (1) Institutions in the State System of Higher Education and other educational sectors have academic programs that are related to or integrated with the programs of [the] Oregon Health Sciences University.

      (2) It is in the best interest of the state that a coordinated approach be taken to these related and integrated academic programs.

      (3) In order to best ensure the continued harmony of such academic programs, the university and the State System of Higher Education shall coordinate such programs [with the State Board of Higher Education. Notwithstanding the exclusive powers granted to the university in this chapter, the university shall submit for approval to the State Board of Higher Education] and shall advise each other [any] of the following proposed changes to such academic programs:

      (a) Creation or significant revision, such as a merger or closure, of degree programs;

      (b) Creation or significant revision, such as a merger or closure, of schools[, colleges, centers and institutes]; and

      (c) Creation or significant revision of major academic policies.

      (4) In order to further the coordination described by this section, university officers shall maintain a role in the appropriate committees of the State Board of Higher Education and the State System of Higher Education.

      SECTION 16a. ORS 351.203 is amended to read:

      351.203. (1) The State Board of Higher Education shall cooperate with the Education and Workforce Policy Advisor in the development of a state comprehensive education plan including post-secondary education and in review of the board's programs and budget. The board shall submit in timely fashion to the advisor such data as is appropriate in a form prescribed by the advisor.

      (2) The board shall cooperate with the mediation process administered by the State Scholarship Commission pursuant to ORS 348.603 and, if a negotiated resolution cannot be reached by mediation, comply with the decisions of the commission regarding proposed new post-secondary programs and proposed new post-secondary locations, including those proposed by [the] Oregon Health Sciences University [for approval by] in cooperation with the board under ORS 353.440.

      SECTION 17. Section 34, chapter 162, Oregon Laws 1995, is added to and made a part of ORS chapter 353.

      SECTION 18. Section 34, chapter 162, Oregon Laws 1995, is amended to read:

      Sec. 34. [(1) The president of the former university shall deliver to the president of the university all records and property within the jurisdiction of the president that relate to the duties, functions and powers so transferred. The president of the university to whom such delivery and transfer is made shall take possession of such property. Any dispute as to transfers of property under this section shall be resolved by the Governor, and the Governor's decision shall be final.]

      [(2)] (1) Legal title to real property and facilities acquired by the State of Oregon prior to [the effective date of this Act] July 1, 1995, and utilized by Oregon Health Sciences University shall remain with the State of Oregon. However, the university shall have the exclusive care, custody and control of such real property and facilities pursuant to an exclusive leasehold interest in the real property and facilities for a term of 99 years. The term of the leasehold shall begin on July 1, 1995, and shall renew automatically and perpetually for consecutive 99-year terms.

      (2) Notwithstanding any other provisions of Oregon law concerning the authority of state agencies to lease real property and facilities, the Oregon Department of Administrative Services acting on behalf of the State of Oregon shall execute a ground lease for all real property and facilities utilized by the university consistent with the provisions of this section.

      (3) The ground lease shall not be subject to any termination unless:

      (a) The State of Oregon causes all outstanding obligations of the university to be defeased under the terms of any applicable master indenture or financing agreement; and

      (b) There are no other conditions placed on the university.

      (4) Upon execution of the ground lease, the university shall pay the State of Oregon the sum of $99 in consideration for the ground lease.

      (5) The ground lease executed under this section shall supersede the lease entered into between the State of Oregon and the university in December 1995, with respect to the real property and facilities, including but not limited to provisions in the lease relating to or setting forth:

      (a) Purported limitations on the authority of the State Board of Higher Education to bind the State of Oregon;

      (b) The term of the lease and the absence of any renewal provisions; and

      (c) Any circumstances under which the lease may be terminated.

      (6) The university shall manage and maintain all [such] real [properties] property and facilities utilized by the university. Real property and facilities of the State of Oregon [that is so dedicated to the care, custody and control of the former university] leased to the university pursuant to this section shall not be sold by the university but may be encumbered by the university. Such real property and facilities shall only be [and shall only be obligated] encumbered by the State of Oregon in accordance with state law and in a manner that would not impair the financial condition of the university or the rights of the holders of any obligations of the university issued or incurred under any master indenture or other financing agreement.

      SECTION 19. The Oregon Department of Administrative Services shall execute the ground lease described in section 34, chapter 162, Oregon Laws 1995, as amended by section 18 of this 1999 Act, within 45 days after the effective date of this 1999 Act.

      SECTION 20. ORS 353.470 is amended to read:

      353.470. It is expected that the Center for Research on Occupational and Environmental Toxicology will operate, on an ongoing basis, from funds provided by the Department of Consumer and Business Services, in addition to any gifts, grants or donations made to carry out the activities of the center. [The] Oregon Health Sciences University is not expected to provide funds for operation of the center from any other sources of funds for operation of the [Oregon Health Sciences] university.

      SECTION 21. 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.

      (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.

      (21) Writings prepared by or under the direction of officials of Oregon Health Sciences University about a person and the person's potential interest in donating money or property to the university or the person's actual donation unless disclosure is authorized by the person.

      SECTION 22. 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.

      (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.

      (20) Writings prepared by or under the direction of officials of Oregon Health Sciences University about a person and the person's potential interest in donating money or property to the university or the person's actual donation unless disclosure is authorized by the person.

      SECTION 23. Nothing in the amendments to ORS 192.501 by section 21 or 22 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.

      SECTION 24. 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 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; or

      (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.

      (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 Development Commission, the Economic Development Department, the State Department of Agriculture, the Oregon Resource and Technology Development Corporation, the Port of Portland or other ports, as defined in ORS 777.005, by applicants for loans or services 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 [the] Oregon Health Sciences University regarding candidates for the position of [university] 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.

      SECTION 25. ORS 192.690 is amended to read:

      192.690. (1) ORS 192.610 to 192.690 shall not apply to the deliberations of the State Board of Parole and Post-Prison Supervision, the Psychiatric Security Review Board, of state agencies conducting hearings on contested cases in accordance with the provisions of ORS 183.310 to 183.550, the review by the Workers' Compensation Board or the Employment Appeals Board of similar hearings on contested cases, meetings of the state lawyers assistance committees, the local lawyers assistance committees in accordance with the provisions of ORS 9.545, the multidisciplinary teams required to review child abuse and neglect fatalities in accordance with the provisions of ORS 418.747, the peer review committees in accordance with the provisions of ORS 441.055, mediation conducted under sections 2 to 10, chapter 967, Oregon Laws 1989, any judicial proceeding, [or] to meetings of the Oregon Health Sciences University Board of Directors or its designated committee regarding candidates for the position of [university] president of the university or regarding sensitive business, financial or commercial matters of the university not customarily provided to competitors related to financings, mergers, acquisitions or joint ventures or related to the sale or other disposition of, or substantial change in use of, significant real or personal property, or related to health system strategies, or to Oregon Health Sciences University faculty or staff committee meetings.

      (2) Because of the grave risk to public health and safety that would be posed by misappropriation or misapplication of information considered during such review and approval, ORS 192.610 to 192.690 shall not apply to review and approval of security programs by the Energy Facility Siting Council pursuant to ORS 469.530.

      SECTION 26. ORS 192.690, as amended by section 14, chapter 967, Oregon Laws 1989, section 33, chapter 18, Oregon Laws 1993, section 4, chapter 318, Oregon Laws 1993, section 2, chapter 36, Oregon Laws 1995, and section 62c, chapter 162, Oregon Laws 1995, is amended to read:

      192.690. (1) ORS 192.610 to 192.690 shall not apply to the deliberations of the State Board of Parole and Post-Prison Supervision, the Psychiatric Security Review Board, of state agencies conducting hearings on contested cases in accordance with the provisions of ORS 183.310 to 183.550, the review by the Workers' Compensation Board or the Employment Appeals Board of similar hearings on contested cases, meetings of the state lawyers assistance committees, the local lawyers assistance committees in accordance with the provisions of ORS 9.545, the multidisciplinary teams required to review child abuse and neglect fatalities in accordance with the provisions of ORS 418.747, the peer review committees in accordance with the provisions of ORS 441.055, any judicial proceeding, [or] to meetings of the Oregon Health Sciences University Board of Directors or its designated committee regarding candidates for the position of [university] president of the university or regarding sensitive business, financial or commercial matters of the university not customarily provided to competitors related to financings, mergers, acquisitions or joint ventures or related to the sale or other disposition of, or substantial change in use of, significant real or personal property, or related to health system strategies, or to Oregon Health Sciences University faculty or staff committee meetings.

      (2) Because of the grave risk to public health and safety that would be posed by misappropriation or misapplication of information considered during such review and approval, ORS 192.610 to 192.690 shall not apply to review and approval of security programs by the Energy Facility Siting Council pursuant to ORS 469.530.

      SECTION 27. Nothing in the amendments to ORS 192.690 by section 25 or 26 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.

      SECTION 28. ORS 244.050 is amended to read:

      244.050. (1) On or before April 15 of each year the following persons shall file with the Oregon Government Standards and Practices Commission a verified statement of economic interest as required under this chapter:

      (a) The Governor, Secretary of State, State Treasurer, Attorney General, Commissioner of the Bureau of Labor and Industries, Superintendent of Public Instruction, district attorneys and members of the Legislative Assembly.

      (b) Any judicial officer, including justices of the peace and municipal judges, except municipal judges in those cities where a majority of the votes cast in the subject city in the 1974 general election was in opposition to the ballot measure provided for in section 10, chapter 68, Oregon Laws 1974 (special session), and except any pro tem judicial officer who does not otherwise serve as a judicial officer.

      (c) Any candidate for an office designated in paragraph (a) or (b) of this subsection.

      (d) The Deputy Attorney General.

      (e) The Legislative Administrator, the Legislative Counsel, the Legislative Fiscal Officer, the Secretary of the Senate and the Chief Clerk of the House of Representatives.

      (f) The Chancellor and Vice Chancellors of the State System of Higher Education and the President and Vice Presidents, or their administrative equivalents, in each institution under the jurisdiction of the State Board of Higher Education.

      (g) The following state officers:

      (A) Adjutant General.

      (B) Director of Agriculture.

      (C) Manager of State Accident Insurance Fund Corporation.

      (D) Water Resources Director.

      (E) Director of Department of Environmental Quality.

      (F) Director of Oregon Department of Administrative Services.

      (G) Director of the Oregon State Fair and Exposition Center.

      (H) State Fish and Wildlife Director.

      (I) State Forester.

      (J) State Geologist.

      (K) Director of Department of Human Resources.

      (L) Director of the Department of Consumer and Business Services.

      (M) Director of Division of State Lands.

      (N) State Librarian.

      (O) Administrator of Oregon Liquor Control Commission.

      (P) Superintendent of State Police.

      (Q) Director of Public Employees Retirement Board.

      (R) Director of Department of Revenue.

      (S) Director of Transportation.

      (T) Public Utility Commissioner.

      (U) Director of Veterans' Affairs.

      (V) Executive Director of Oregon Government Standards and Practices Commission.

      (W) Administrator of the Office of Energy.

      (X) Director and each assistant director of the Oregon State Lottery.

      (h) Any assistant in the Governor's office other than personal secretaries and clerical personnel.

      (i) Every elected city or county official except elected officials in those cities or counties where a majority of votes cast in the subject city or county in any election on the issue of filing statements of economic interest under this chapter was in opposition.

      (j) Every member of a city or county planning, zoning or development commission except such members in those cities or counties where a majority of votes cast in the subject city or county at any election on the issue of filing statements of economic interest under this chapter was in opposition to the ballot measure provided for in section 10, chapter 68, Oregon Laws 1974 (special session).

      (k) The chief executive officer of a city or county who performs the duties of manager or principal administrator of the city or county except such employees in those cities or counties where a majority of votes cast in the subject city or county in an election on the issue of filing statements of economic interest under this chapter was in opposition.

      (L) Members of local government boundary commissions formed under ORS 199.410 to 199.519.

      (m) Every member of a governing body of a metropolitan service district and the executive officer thereof.

      (n) Each member of the board of directors of the State Accident Insurance Fund Corporation.

      (o) The chief administrative officer and the financial officer of each common and union high school district, education service district and community college district.

      (p) Every member of the following state boards and commissions:

      (A) Capitol Planning Commission.

      (B) Board of Geologic and Mineral Industries.

      (C) Oregon Economic Development Commission.

      (D) State Board of Education.

      (E) Environmental Quality Commission.

      (F) Fish and Wildlife Commission of the State of Oregon.

      (G) State Board of Forestry.

      (H) Oregon Government Standards and Practices Commission.

      (I) Oregon Health Council.

      (J) State Board of Higher Education.

      (K) Oregon Investment Council.

      (L) Land Conservation and Development Commission.

      (M) Oregon Liquor Control Commission.

      (N) Oregon Short Term Fund Board.

      (O) State Marine Board.

      (P) Mass transit district boards.

      (Q) Energy Facility Siting Council.

      (R) Board of Commissioners of the Port of Portland.

      (S) Employment Relations Board.

      (T) Public Employees Retirement Board.

      (U) Oregon Racing Commission.

      (V) Oregon Transportation Commission.

      (W) Wage and Hour Commission.

      (X) Water Resources Commission.

      (Y) Workers' Compensation Board.

      (Z) Housing, Educational and Cultural Facilities Authority.

      (AA) Oregon State Lottery Commission.

      (BB) Pacific Northwest Electric Power and Conservation Planning Council.

      (CC) Columbia River Gorge Commission.

      (DD) Oregon Health Sciences University Board of Directors.

      (q) The following officers of the State Treasury:

      (A) Chief Deputy State Treasurer.

      (B) Executive Assistant to the State Treasurer.

      (C) Director of the Investment Division.

      (2) By April 15 next after the date an appointment takes effect, every appointed public official on a board or commission listed in subsection (1) of this section shall file with the commission a statement of economic interest as required under ORS 244.060, 244.070 and 244.090.

      (3) By April 15 next after the filing date for the biennial primary election, each candidate for elective public office described in subsection (1) of this section shall file with the commission a statement of economic interest as required under ORS 244.060, 244.070 and 244.090.

      (4) Within 30 days after the filing date for the general election, each candidate for elective public office described in subsection (1) of this section who was not a candidate in the preceding biennial primary election shall file with the commission a statement of economic interest as required under ORS 244.060, 244.070 and 244.090.

      (5) The Legislative Assembly shall maintain a continuing review of the operation of this chapter and from time to time may add to or delete from the list of boards and commissions in subsections (1) to (3) of this section as in the judgment of the Legislative Assembly is consistent with the purposes of this chapter.

      (6) Subsections (1) to (5) of this section apply only to persons who are incumbent, elected or appointed officials as of April 15 and to persons who are candidates for office on April 15. Those sections also apply to persons who do not become candidates until 30 days after the filing date for the statewide general election.

      (7)(a) Failure to file the statement required by this section subjects a person to a civil penalty that may be imposed as specified in ORS 183.090, but the enforcement of this subsection does not require the Oregon Government Standards and Practices Commission to follow the procedures in ORS 244.260 before finding that a violation of this section has occurred.

      (b) Failure to file the required statement in timely fashion shall be prima facie evidence of a violation of this section.

      (c) If within five days after the date on which the statement is to be filed under this section the statement has not been received by the commission, the commission shall notify the public official and give the public official not less than 15 days to comply with the requirements of this section. If the public official fails to comply by the date set by the commission, the commission may impose a civil penalty of $5 for each day the statement is late beyond the date fixed by the commission. The maximum penalty that may be accrued under this section is $1,000.

      (d) A civil penalty imposed under this subsection is in addition to and not in lieu of sanctions that may be imposed under ORS 244.380.

      SECTION 29. ORS 181.871 is amended to read:

      181.871. ORS 181.870 to 181.889 and 181.991 do not apply to:

      (1)(a) A person certified by the Department of Public Safety Standards and Training as a police officer;

      (b) A law enforcement officer of the United States;

      (c) An officer or employee of this state, Oregon Health Sciences University established by ORS 353.020 or the United States; or

      (d) A person appointed or commissioned by the Governor to perform law enforcement or security services.

      (2) An attorney admitted to practice law in this state.

      (3) An insurance adjuster licensed in this state and performing duties authorized by the license.

      (4) A person who monitors fire alarm systems and other alarm systems that are not designed to detect unauthorized intrusions.

      (5) A person while protecting the person's property.

      (6) A person who repairs and installs intrusion alarms.

      (7) A person acting as an investigator or operative as defined in ORS 703.401.

      (8) A person performing crowd management or guest services including, but not limited to, a person described as a ticket taker, usher or parking attendant, who is not armed, does not wear a uniform or clothing described in ORS 181.870 (12)(a) or (b) and is not hired for the purpose of taking enforcement action as described in ORS 181.870 (12)(d).

      (9) A person who performs security services at a facility regulated by the United States Nuclear Regulatory Commission and the facility is operated by the person's employer.

      SECTION 30. ORS 190.410 is amended to read:

      190.410. As used in ORS 190.410 to 190.440, "public agency" includes:

      (1) Any county, city, special district or other public corporation, commission, authority or entity organized and existing under laws of this state, or any other state, or under the city or county charter of any county or city of this or any other state; [and]

      (2) Any agency of this state or any other state; and

      (3) Oregon Health Sciences University.

      SECTION 31. ORS 316.146 is amended to read:

      316.146. A member of the medical staff of a type C hospital who meets the requirements of ORS 316.144 (1) and (2) is entitled to the tax credit described in ORS 316.143 if:

      (1) The hospital is isolated due to geographic conditions, complies with rules relating to emergency response and is subject to such other special factors as the Office of Rural Health [by rule] may prescribe; and

      (2) The hospital is designated by the Office of Rural Health as being subject to particular problems in recruiting and retaining medical staff and is located in an area that is medically underserved.

      SECTION 32. ORS 442.555 is amended to read:

      442.555. (1) There is created the Rural Health Services Program, to be administered by the State Scholarship Commission, pursuant to rules adopted by the commission. The purpose of the program is to provide loan repayments on behalf of physicians, physician assistants and nurse practitioners who agree to practice in a medically underserved rural community in Oregon as determined in subsection (4) of this section.

      (2) To be eligible to participate in the program, a prospective physician, physician assistant or nurse practitioner shall submit a letter of interest to the commission. Applicants who are selected for participation according to criteria adopted by the commission in consultation with the Office of Rural Health shall sign a letter of agreement stipulating that the applicant agrees to abide by the terms stated in ORS 442.560.

      (3) Subject to available resources, the commission may enter into agreements with not to exceed 10 prospective physicians, 10 prospective physician assistants and 10 prospective nurse practitioners each year.

      (4) The Office of Rural Health [by rule] shall adopt criteria to be applied to determine medically underserved communities for purposes of ORS 316.143 to 316.146, 353.450, 442.470, 442.503, 442.550 to 442.570 and for the purposes of compliance with federal Public Law 95-210, establishing rural health clinics.

      SECTION 33. ORS 442.561 is amended to read:

      442.561. The Office of Rural Health shall establish [by rule] criteria for certifying individuals who are licensed under ORS chapter 679 as eligible for the tax credit authorized by ORS 316.144. Upon application therefor, filed on or before December 31, 2001, and upon a finding that the applicant is or will be providing dental services to one or more rural communities and otherwise meets the eligibility criteria established by the office, the office shall certify individuals eligible for the tax credit authorized by ORS 316.144. The tax credit authorized under ORS 316.144 applies to tax years beginning on and after January 1, 1995.

      SECTION 34. ORS 442.562 is amended to read:

      442.562. The Office of Rural Health shall establish [by rule] criteria for certifying individuals who are licensed as podiatric physicians and surgeons under ORS chapter 677 as eligible for the tax credit authorized by ORS 316.144. Upon application therefor, filed on or before December 31, 2001, and upon a finding that the applicant is or will be providing podiatric services to one or more rural communities and otherwise meets the eligibility criteria established by the office, the office shall certify individuals eligible for the tax credit authorized by ORS 316.144. The tax credit authorized by ORS 316.144 applies to tax years beginning on and after January 1, 1995.

      SECTION 35. ORS 442.563 is amended to read:

      442.563. (1) Subject to ORS 442.560, the Office of Rural Health shall establish [by rule] criteria for certifying individuals eligible for the tax credit authorized by ORS 316.143, 316.144 or 316.146. Upon application therefor, filed on or before December 31, 2001, the office shall certify individuals eligible for the tax credit authorized by ORS 316.143. The tax credit authorized under ORS 316.143 applies to tax years beginning on and after January 1, 1990.

      (2) The classification of rural hospitals for purposes of determining eligibility under this section shall be the classification of the hospital in effect on January 1, 1991.

      SECTION 36. ORS 442.564 is amended to read:

      442.564. The Office of Rural Health shall establish [by rule] criteria for certifying individuals who are licensed as optometrists under ORS 683.010 to 683.335 as eligible for the tax credit authorized by ORS 316.144. Upon application therefor, filed on or before December 31, 2001, and upon a finding that the applicant is or will be providing optometry services to one or more rural communities and otherwise meets the eligibility criteria established by the office, the office shall certify individuals eligible for the tax credit authorized by ORS 316.144.

      SECTION 37. This 1999 Act being necessary for the immediate preservation of the public peace, health and safety, an emergency is declared to exist, and this 1999 Act takes effect on its passage.

 

Approved by the Governor June 18, 1999

 

Filed in the office of Secretary of State June 18, 1999

 

Effective date June 18, 1999

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