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The public’s business

 A quick-and-dirty guide to
Massachusetts’ Open Meeting
  and Public Records laws
To benefit the public




• No special treatment for reporters
• Students have the same rights as everyone else
Open Meeting Law
• Most states have one
Open Meeting Law
• Most states have one
• Guarantees access to most government
  meetings
Open Meeting Law
• Most states have one
• Guarantees access to most government
  meetings
• Doesn’t cover state Legislature
Scope
• All meetings of governmental body, board,
  committee or subcommittee
Scope
• All meetings of governmental body, board,
  committee or subcommittee
• To discuss any public-policy matter within
  board’s jurisdiction, even if no decision is
  made
Scope
• All meetings of governmental body, board,
  committee or subcommittee
• To discuss any public-policy matter within
  board’s jurisdiction, even if no decision is
  made
• A quorum of members must be present for
  law to apply
Notice
• Filed in the city or town clerk’s office and
  posted at least 48 hours in advance
Notice
• Filed in the city or town clerk’s office and
  posted at least 48 hours in advance
• Notice period does not include Saturdays,
  Sundays or legal holidays
Notice
• Filed in the city or town clerk’s office and
  posted at least 48 hours in advance
• Notice period does not include Saturdays,
  Sundays or legal holidays
• Emergency provision
Notice
• Filed in the city or town clerk’s office and
  posted at least 48 hours in advance
• Notice period does not include Saturdays,
  Sundays or legal holidays
• Emergency provision
  – Unexpected circumstances
Notice
• Filed in the city or town clerk’s office and
  posted at least 48 hours in advance
• Notice period does not include Saturdays,
  Sundays or legal holidays
• Emergency provision
  – Unexpected circumstances
  – Demanding immediate action
Notice
• Filed in the city or town clerk’s office and
  posted at least 48 hours in advance
• Notice period does not include Saturdays,
  Sundays or legal holidays
• Emergency provision
  – Unexpected circumstances
  – Demanding immediate action
  – To preserve the public interest
Records
• Minutes of all meetings, including
  executive sessions, must be made public
Records
• Minutes of all meetings, including
  executive sessions, must be made public
• Some records are “exempt from disclosure”
  under the state Public Records Law
Records
• Minutes of all meetings, including
  executive sessions, must be made public
• Some records are “exempt from disclosure”
  under the state Public Records Law
  – Privacy, including library records
Records
• Minutes of all meetings, including
  executive sessions, must be made public
• Some records are “exempt from disclosure”
  under the state Public Records Law
  – Privacy, including library records
  – Ongoing bids
Records
• Minutes of all meetings, including
  executive sessions, must be made public
• Some records are “exempt from disclosure”
  under the state Public Records Law
  – Privacy, including library records
  – Ongoing bids
  – Other common-sense exemptions
Executive session
• Purpose must be announced
Executive session
• Purpose must be announced
• Roll-call vote in open session
Executive session
• Purpose must be announced
• Roll-call vote in open session
• Majority of entire body, not merely of
  those present
Executive session
• Purpose must be announced
• Roll-call vote in open session
• Majority of entire body, not merely of
  those present
• Minutes must be released as soon as need
  for secrecy ends
Ten lawful purposes
1. Personal reputation
• To discuss personal reputation, character,
  physical condition or mental health
1. Personal reputation
• To discuss personal reputation, character,
  physical condition or mental health
• Executive session not permitted to discuss
  professional competence
1. Personal reputation
• To discuss personal reputation, character,
  physical condition or mental health
• Executive session not permitted to discuss
  professional competence
• No private performance reviews
2. Discipline
• To consider discipline, dismissal or to hear
  complaints against an individual
2. Discipline
• To consider discipline, dismissal or to hear
  complaints against an individual
• Individual must be notified in advance
3. Litigation and negotiation
• To discuss city or town’s strategy in
  collective bargaining or litigation
3. Litigation and negotiation
• To discuss city or town’s strategy in
  collective bargaining or litigation
• To conduct contract negotiations with
  nonunion personnel
3. Litigation and negotiation
• To discuss city or town’s strategy in
  collective bargaining or litigation
• To conduct contract negotiations with
  nonunion personnel
• To conduct collective bargaining or to hear
  grievances as required by bargaining
  agreement
3. Litigation and negotiation
• To discuss city or town’s strategy in
  collective bargaining or litigation
• To conduct contract negotiations with
  nonunion personnel
• To conduct collective bargaining or to hear
  grievances as required by bargaining
  agreement
• Litigation may not be settled in private
4. Security
• To discuss the deployment of security
  personnel
5. Criminal misconduct
• To investigate criminal misconduct
6. Real estate
• To consider or negotiate real-estate
  transactions if open session may have
  detrimental effect
7. To comply with law
• To comply with another law that requires
  an executive session, such as privacy
8. Preliminary screening
• To screen applicants for a position at a
  preliminary level
8. Preliminary screening
• To screen applicants for a position at a
  preliminary level
• Finalists must be interviewed in public
  session
8. Preliminary screening
• To screen applicants for a position at a
  preliminary level
• Finalists must be interviewed in public
  session
• How can we tell the difference?
9. Mediation
• To meet or confer with a certified
  mediator, provided that:
9. Mediation
• To meet or confer with a certified
  mediator, provided that:
  – Decision to participate in mediation is decided
    in open session
9. Mediation
• To meet or confer with a certified
  mediator, provided that:
  – Decision to participate in mediation is decided
    in open session
  – Parties involved and purpose of mediation
    disclosed before mediation
9. Mediation
• To meet or confer with a certified
  mediator, provided that:
  – Decision to participate in mediation is decided
    in open session
  – Parties involved and purpose of mediation
    disclosed before mediation
  – Any issues subject to mediation be deliberated
    in open session afterward
10. Trade secrets
• A new provision
• “To discuss trade secrets or confidential,
  competitively-sensitive or other proprietary
  information” under certain circumstances
Public Records Law
• “[A]ll books, papers, maps, photographs,
  recorded tapes, financial statements, statistical
  tabulations or other documentary materials or
  data regardless of physical form or
  characteristics” that are made or received by
  state, county and municipal offices. A reasonable
  fee may be charged.
              — Longmeadow Town Counsel David Martel
Police records
• Records most often sought by reporters
Police records
• Records most often sought by reporters
• Log of incidents must be made public
Police records
• Records most often sought by reporters
• Log of incidents must be made public
• Log must include names and addresses of
  those arrested and charges against them
Police records
• Records most often sought by reporters
• Log of incidents must be made public
• Log must include names and addresses of
  those arrested and charges against them
• Incident reports are not public if disclosure
  would harm investigation
Real-life dilemmas
• Before the meeting, a rolling quorum
  gathers out back. What should you do?
Real-life dilemmas
• The City Council is about to go into
  executive session. You believe its reasons
  are illegal.
  – What should you do at the meeting?
  – What should you do the next day?
Real-life dilemmas
• School Committee members want to
  screen 25 applicants for curriculum director
  in executive session. Can they?
Real-life dilemmas
• School Committee members want to
  screen 25 applicants for curriculum director
  in executive session. Can they?
• School Committee members want to
  interview five candidates for curriculum
  director in executive session. Can they?
Real-life dilemmas
• A School Committee member tips you off
  that his colleagues are discussing business
  via email. What should you do?
Enforcement
• Open Meeting Law
  – Attorney general’s office
Enforcement
• Open Meeting Law
  – Attorney general’s office
  – Punishment provisions are weak
Enforcement
• Open Meeting Law
  – Attorney general’s office
  – Punishment provisions are weak
• Public Records Law
  – Custodian of public records (local)
Enforcement
• Open Meeting Law
  – Attorney general’s office
  – Punishment provisions are weak
• Public Records Law
  – Custodian of public records (local)
  – Supervisor of public records in the secretary of
    state’s office
Credits and resources
• Essex County District Attorney Jonathan W.
  Blodgett
• For further information:
  – http://1.usa.gov/sBxQ1o

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The public's business

  • 1. The public’s business A quick-and-dirty guide to Massachusetts’ Open Meeting and Public Records laws
  • 2. To benefit the public • No special treatment for reporters • Students have the same rights as everyone else
  • 3. Open Meeting Law • Most states have one
  • 4. Open Meeting Law • Most states have one • Guarantees access to most government meetings
  • 5. Open Meeting Law • Most states have one • Guarantees access to most government meetings • Doesn’t cover state Legislature
  • 6. Scope • All meetings of governmental body, board, committee or subcommittee
  • 7. Scope • All meetings of governmental body, board, committee or subcommittee • To discuss any public-policy matter within board’s jurisdiction, even if no decision is made
  • 8. Scope • All meetings of governmental body, board, committee or subcommittee • To discuss any public-policy matter within board’s jurisdiction, even if no decision is made • A quorum of members must be present for law to apply
  • 9. Notice • Filed in the city or town clerk’s office and posted at least 48 hours in advance
  • 10. Notice • Filed in the city or town clerk’s office and posted at least 48 hours in advance • Notice period does not include Saturdays, Sundays or legal holidays
  • 11. Notice • Filed in the city or town clerk’s office and posted at least 48 hours in advance • Notice period does not include Saturdays, Sundays or legal holidays • Emergency provision
  • 12. Notice • Filed in the city or town clerk’s office and posted at least 48 hours in advance • Notice period does not include Saturdays, Sundays or legal holidays • Emergency provision – Unexpected circumstances
  • 13. Notice • Filed in the city or town clerk’s office and posted at least 48 hours in advance • Notice period does not include Saturdays, Sundays or legal holidays • Emergency provision – Unexpected circumstances – Demanding immediate action
  • 14. Notice • Filed in the city or town clerk’s office and posted at least 48 hours in advance • Notice period does not include Saturdays, Sundays or legal holidays • Emergency provision – Unexpected circumstances – Demanding immediate action – To preserve the public interest
  • 15. Records • Minutes of all meetings, including executive sessions, must be made public
  • 16. Records • Minutes of all meetings, including executive sessions, must be made public • Some records are “exempt from disclosure” under the state Public Records Law
  • 17. Records • Minutes of all meetings, including executive sessions, must be made public • Some records are “exempt from disclosure” under the state Public Records Law – Privacy, including library records
  • 18. Records • Minutes of all meetings, including executive sessions, must be made public • Some records are “exempt from disclosure” under the state Public Records Law – Privacy, including library records – Ongoing bids
  • 19. Records • Minutes of all meetings, including executive sessions, must be made public • Some records are “exempt from disclosure” under the state Public Records Law – Privacy, including library records – Ongoing bids – Other common-sense exemptions
  • 20. Executive session • Purpose must be announced
  • 21. Executive session • Purpose must be announced • Roll-call vote in open session
  • 22. Executive session • Purpose must be announced • Roll-call vote in open session • Majority of entire body, not merely of those present
  • 23. Executive session • Purpose must be announced • Roll-call vote in open session • Majority of entire body, not merely of those present • Minutes must be released as soon as need for secrecy ends
  • 25. 1. Personal reputation • To discuss personal reputation, character, physical condition or mental health
  • 26. 1. Personal reputation • To discuss personal reputation, character, physical condition or mental health • Executive session not permitted to discuss professional competence
  • 27. 1. Personal reputation • To discuss personal reputation, character, physical condition or mental health • Executive session not permitted to discuss professional competence • No private performance reviews
  • 28. 2. Discipline • To consider discipline, dismissal or to hear complaints against an individual
  • 29. 2. Discipline • To consider discipline, dismissal or to hear complaints against an individual • Individual must be notified in advance
  • 30. 3. Litigation and negotiation • To discuss city or town’s strategy in collective bargaining or litigation
  • 31. 3. Litigation and negotiation • To discuss city or town’s strategy in collective bargaining or litigation • To conduct contract negotiations with nonunion personnel
  • 32. 3. Litigation and negotiation • To discuss city or town’s strategy in collective bargaining or litigation • To conduct contract negotiations with nonunion personnel • To conduct collective bargaining or to hear grievances as required by bargaining agreement
  • 33. 3. Litigation and negotiation • To discuss city or town’s strategy in collective bargaining or litigation • To conduct contract negotiations with nonunion personnel • To conduct collective bargaining or to hear grievances as required by bargaining agreement • Litigation may not be settled in private
  • 34. 4. Security • To discuss the deployment of security personnel
  • 35. 5. Criminal misconduct • To investigate criminal misconduct
  • 36. 6. Real estate • To consider or negotiate real-estate transactions if open session may have detrimental effect
  • 37. 7. To comply with law • To comply with another law that requires an executive session, such as privacy
  • 38. 8. Preliminary screening • To screen applicants for a position at a preliminary level
  • 39. 8. Preliminary screening • To screen applicants for a position at a preliminary level • Finalists must be interviewed in public session
  • 40. 8. Preliminary screening • To screen applicants for a position at a preliminary level • Finalists must be interviewed in public session • How can we tell the difference?
  • 41. 9. Mediation • To meet or confer with a certified mediator, provided that:
  • 42. 9. Mediation • To meet or confer with a certified mediator, provided that: – Decision to participate in mediation is decided in open session
  • 43. 9. Mediation • To meet or confer with a certified mediator, provided that: – Decision to participate in mediation is decided in open session – Parties involved and purpose of mediation disclosed before mediation
  • 44. 9. Mediation • To meet or confer with a certified mediator, provided that: – Decision to participate in mediation is decided in open session – Parties involved and purpose of mediation disclosed before mediation – Any issues subject to mediation be deliberated in open session afterward
  • 45. 10. Trade secrets • A new provision • “To discuss trade secrets or confidential, competitively-sensitive or other proprietary information” under certain circumstances
  • 46. Public Records Law • “[A]ll books, papers, maps, photographs, recorded tapes, financial statements, statistical tabulations or other documentary materials or data regardless of physical form or characteristics” that are made or received by state, county and municipal offices. A reasonable fee may be charged. — Longmeadow Town Counsel David Martel
  • 47. Police records • Records most often sought by reporters
  • 48. Police records • Records most often sought by reporters • Log of incidents must be made public
  • 49. Police records • Records most often sought by reporters • Log of incidents must be made public • Log must include names and addresses of those arrested and charges against them
  • 50. Police records • Records most often sought by reporters • Log of incidents must be made public • Log must include names and addresses of those arrested and charges against them • Incident reports are not public if disclosure would harm investigation
  • 51. Real-life dilemmas • Before the meeting, a rolling quorum gathers out back. What should you do?
  • 52. Real-life dilemmas • The City Council is about to go into executive session. You believe its reasons are illegal. – What should you do at the meeting? – What should you do the next day?
  • 53. Real-life dilemmas • School Committee members want to screen 25 applicants for curriculum director in executive session. Can they?
  • 54. Real-life dilemmas • School Committee members want to screen 25 applicants for curriculum director in executive session. Can they? • School Committee members want to interview five candidates for curriculum director in executive session. Can they?
  • 55. Real-life dilemmas • A School Committee member tips you off that his colleagues are discussing business via email. What should you do?
  • 56. Enforcement • Open Meeting Law – Attorney general’s office
  • 57. Enforcement • Open Meeting Law – Attorney general’s office – Punishment provisions are weak
  • 58. Enforcement • Open Meeting Law – Attorney general’s office – Punishment provisions are weak • Public Records Law – Custodian of public records (local)
  • 59. Enforcement • Open Meeting Law – Attorney general’s office – Punishment provisions are weak • Public Records Law – Custodian of public records (local) – Supervisor of public records in the secretary of state’s office
  • 60. Credits and resources • Essex County District Attorney Jonathan W. Blodgett • For further information: – http://1.usa.gov/sBxQ1o