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8.10. SR 03-21-1994 r I -'\) ( )j fl~ AGENDA ITEM 8.10. MEMORANDUM TO: MAYOR & CITY COUNCIL FROM: PAT KLAERS, CITY ~.~ .. I STRATOR DATE: MARCH 16, 1994 . ~ SUBJECT: OPEN MEETING LAW e There has been a lot of discussion recently at the State and City level on the Open Meeting Law. In a widely publicized case, some councilmembers from the city of Mton were sued because of alleged violations with the Open Meeting Law. The citizens won this lawsuit. A great deal of the recent Open Meeting Law debate has related to who should pay the attorney fees for the councilmembers for defending themselves in this lawsuit. This debate has spilled over to whether or not the League of Minnesota Cities should continue to offer Open Meeting Law insurance to councilmembers, whether or not this insurance policy and coverage should be adjusted in the future, or whether or not the councilmembers are covered by the general League liability policy even without this special Open Meeting Law insurance. Attached for your information are some of the recent newspaper articles on this topic, an article from the NPELRA newsletter, and articles from the League of Minnesota Cities-Cities Bulletin. As City Attorney Peter Beck will be at this Council meeting, I thought it would be appropriate to receive a brief update from him on the Open Meeting Law. Once everything gets resolved at the Legislature this year, I hope to have an update provided by the City Attorney for the City Council and for all of the City appointed Boards and Commissions which are obligated to follow the Open Meeting Law. Additionally we will then evaluate whether or not the City should purchase the League of Minnesota Cities Open Meeting Law insurance. Current estimates are that this insurance would be $1,280 to cover all City appointed and elected bodies. e P.O. Box 490 · 13065 Orono Parkway · Elk River, MN 55330 · (612) 441-7420 · Fax: (612) 441-7425 Open meeting law bill gets committee approval e Joel Jamllik The House Government Opera- tions Committee on Tuesday passed H.F.613 (Carruthers, DFL-Brooklyn Center) a bill which would modify the state open meeting law. As amended, the bill represents an uneasy compro- mise between the Minnesota Newspa- per Association, the Minnesota School Board Association, the Association of Minnesota Counties, and the League of Minnesota Cities. The amended bill would clarify the ability of local governments to pay for any attorneys fees or costs imposed in an open meeting lawsuit, except where the court finds that the member was guilty of malfeasance in office, willful neglect of duty, or bad faith. Other positive points include giving local units authority to close meetings to review applicants' qualifications prior to the finalist stage of hiring, prohibit- ) ing any fines or attorney fees for nonintentional violations, and capping plaintiffs' attorney fees at $7500. The negatives are that the bill would allow courts to award plaintiff's attorney fees up to $7,500 and would increase the maximum civil penalty from $100 to $300 if the court finds the violation was "intentional." Complicating matters are several open meeting law cases working their way through the court system. The court released one of the decisions the morning of the hearing (see Afton court decision, page 3). We have not yet fully analyzed the impact the recent court of appeals decision will have on the amended bill. Everyone involved in this issue will have to quickly reexamine their positions because the Senate must consider the bill by the end of the month for there to be any reasonable prospect for passage. 0 · Open meeting law legal fees subject of court ruling Tom Grundhoefer The Minnesota Court of Appeals ruled this week on who is responsible for paying costs and attorneys fees in open meeting law cases. The court said the language in the League of Minne- sota Cities Insurance Trust's property/ casually coverage requires LMCIT to reimburse councilmembers for costs they have incurred in defending open meeting law cases. "It's an outrageous misreading of the coverage language," said LMCIT Administrator Peter Tritz. "Based on a clause in the 'conditions' portion of the agreement, the court concluded that because the city is legally permitted to reimburse the councilmembers for attorneys fees, the LMCIT has a 'concomitant duty' to reimburse under the coverage agreement. e March 11, 1994 "It's really tortured reasoning. The court on the one hand said that LMCIT has no duty to indemnify the council members for the $100 fine because the agreement excludes 'fines and penalties' from its definition of damages," Tritz said. "But, the court completely ignored the coverage language which says LMCIT only has a duty to defend claims or suits seeking damages. " The court filed the decision March 8, 1994 in the case Kroschel v. City of Afton and the League of Minnesota Cities Insurance Trust. LMCIT strongly disagrees with the court's decisions in this case and will immediately appeal the decision to the Minnesota Supreme Court. Until the Supreme Court rules on the matter, the LMc.. - C.l"I'e~ !?(.,{ (/~ti'k decision of the appeals court is without force and effect. While the issue is pending, LMCIT recommends that cities not assume they will have coverage under the standard coverage agreement. But, we do recommend that trust member cities advise LMCIT claims personnel of any open meeting law suits in their cities. For those who have, or arc considering purchasing, LMCIT's new optional open meeting law defense cost coverage, the Supreme Court action on this issue will affect your city's decision on the purchase of this coverage. LMCIT will keep members informed about new developments. If you have questions, please call Pete Tritz, Tom Grundhoefer, or Doug Gronli of the LMCIT staff. 0 P 3 q. Page 5 e e e . TUESDAY, MARCH 8,1994"" , SAINT PAUL PIONEER PRESS F 7A I: Officials to be reimbursed for legal fees ' MARY R. SANDOK ASSOCIATED PRESS Three Afton City officials found to have violated. Minnesota's open meeting law unintentionally, can be reimbursed for their legal fees stemming from the case, the state Court of Appeals has ruled. In a unanimous opinion to be filed today, a three-judge panel said that the city's insurance car- rier must reimburse the three offi- cials. The ruling reversed key parts of a Washington County trial court's decision. Mayor Jon Kroschel and City Council Members Suzanne Flinsch and Nicholas Mucciacciaro spent a total of between $56,000 and, $80,000 defending themselves against an Afton resident's law- suit, according to estimates from , attorneys involved in the case. The appeals court rejected the officials' claims that the city was required to pay their .legal bills, but said that the city could pay the costs voluntarily. The court said that the Minnesota League of Cit- . ies Insurance Trust, under terms of its policy with the city, had a duty to reimburse them. Pierre Regnier, an attorney rep- resenting the city oJ Afton, said the ruling "has much more of an impact on the League of Minneso- ta Cities Insurance Trust, because it mandates the league to reim- burse. them for their attorney fees. "As far as the city is concerned, the court affirmed what we ar- gued all along:. there's no manda- tory requirement of the city to reimburse as they claimed." The appeals court previously af- firmed a finding that the three officials unintentionally violate. the open meeting law in June 1991 by holding a closed meeting dur- ing which they approved a well repair contract. Each official was fined $100. In the reimbursement case ap- peal, the court said its ruling did not address whether cities were permitted to pay defense costs if open meeting law violations were found to be intentional. , Richard Allyn, attorney for the trust, said trust officials will de- cide in the next few days what their next step will be., c.... Da.n D:M..-......." Jon' Erik Kingstad, MucciacCi. aro's attorney, praised the ruling. "The public interestis, if people don't'get the assurance..that they can receive a defense for keeping offices that they legitimately won in an election, a lot of people who don't . have the financhll means will simply be excluded from pub- lic' offiCe," he. said. . Age discrimination ruling. In another case, the court held that the Minnesota Human Rights Act protects workers, no matter how old, from' discharge based on age, But it permits. exemptions for a mandatory retirement age estab- lished by law or an employer's published retirement policy if it is consistent with state law. That ruling stemmed from a case brought in Blue Earth County regarding the firing in 1991 of two employees - then ages 78 and 79 - by H&C Electric Supply Co. 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G)'- ~C;; ..c g iilJ..c ::I E-.cctl~': e MINNESOT A PUBLIC EMPLOYER LABOR RELATIONS ASSOCIATION NEWSLETTER ~0 ] VOLUME xm e ,I e IN THIS ISSUE PAGE CURRENT EVENTS Court Awards Employee $116,000 for Attempt to Enforce No-Smoking Ban Supreme Court Determines Veterans Preference Act Not Applicable to U of M . . . . . . . . . . . . . . . . . . . . . . . . . . . . COURT DECISIONS Court Holds City of Duluth Could Not Contract with Temporary Agencies 3 GRIEVANCE ARBITRATION AWARDS Hennepin County - Seniority . . . . . . . . . State of Minnesota - Just Cause for Discipline. 6 7 MPELRA AND ITS MEMBERS ~ MPELRA Conference Highlights Hhen Does Employee Participation Become Illegal Government Data Practices Act and the Open Meeting Law . Uniform Baseline and Settlement Form. . . . . . . . . 1~ <# 15 WHERE TO SEND IT Do you have information which should be reported in the MPELRA Newsletter? Please send it to Lyne 11 e Hood, Department of Human Servi ces, 444 Lafayette Road, St. Paul, MN 55155. REGISTER FOR CONFERENCE NOW The annua 1 wi nter MPELRA Conference is scheduled for Friday, December 17, 1993 in Minnetonka. If you have not received registration materials, please contact Roxanne Casper, (612) 968-6254. Affiliated With The National Public Employer labor Relations Association ~. ..~... "~'.' ""..-. - MPELRA NEWSLETTER - - e Government Data Practices Act and the Open Me.eting L.inY An extremely informat1ve d1scussion of' the Open Meeting Law hnd related pieces of legislation was presented by Bernard E. Steffen of Barnu, Guzy and Steffen, Ltd. The Minnesota Open Meeting Law. which requ1res public bodies to meet in public. was enacted to further three purposes: . to preven t pub li c bod i e s from acti ng secretly wi thout ~he public having an opportunlty to detect improper 1nfluences; . to assure tho pub11c's right to be informed; and e to afford an opportunity for members of the public to present the1r v1ews. Genera lly. the Open Meeti n{J Law is to be construed in favor of public access. The publi c body must use a balancing test to determ1ne whe~her this presumption applies in a speclfic situation. The public body must balance the "public's right to be informed" and the "right to the effective and efficient adm1nistration of pub li c bod i e s . " Furtherance of efficient administration is not an adequate defense if procedures foreclose public discussion altogether. effectively permit the final decision to be made 1n private. or conceal improper influences. . If a public body violates the statute by not ho 1 di ng an open meeti ng. individual members of the body face fines and removal from office. A first violation results in the member being personally subject to a fine not to exceed one hundred dollars. If the same person is found to violate the law three times. the person "shall forfeit any right to serve on [theJ...governing body...for a period of ti me equal to the term of offi ce . , -13:.- such person was then serving." The statute requires that in order for there to be separate violations, the violations must be unrelated. The standard for determi ni ng whether a person has violated the statute is whether the i nd i vi dua l' s conduct is intentional. If the person fails to post notice of the meeting. the standard is whether the act was willful and deliberate. The Open Meeti ng Law requi res that all votes of members must be recorded in a voting journal and that the journal must be made available for public inspection. The statutory provision requi ri ng the body to record the ~ of members likely prohibits the public body from taking secret ballots even if the final overall tally is recorded. However, whether the Legislature intended to requ ire that pub 1 i c bod i e s record individual votes has not been 1 itigated through the appellate courts and the issue remains unsettled. Much of the presentation and discussion focused on what has probably been the most difficult issue involving the Open Meeting Law: those situations in which both the Open Meeting Law and the Minnesota Government Data Practices Act apply to a particular situation. The Minnesota Government Data Practices Act provides that all data maintained by a public body shall be accessible to the public unless expressly classified by law as not public or private. The provision addressing personnel data provides that all personnel data on public employees is private unless specifically listed otherwise. In theory. there i~ no difficulty in applying the Open Meeting Law requi rements to meeti ngs whi ch di scuss public data: public data must be di scussed in an open meeti ng. However in practice. the difficulty lies i~ determining whether information is e e MPELRA NEWSLETTER - classified as "public" or "not public." In particular. issues have arisen regarding the language in the Government Data Practices Act that states that the following data is public: the existence and status of any complaints or charges against the employee. whether or not the complaint or charge resulted in a disciplinary action; the final disposition of any disciplinary action together with the specific reasons for the action; and data documenting the basis of the action. excluding data that would identify confidential sources who are employees of the public body; and the terms of any agreement settling administrative or jUdicial proceedings. "Final disposition" is defined as... a final disposition occurs when the state agency. statewi de system or political subdivision makes its final decision about the disciplinary action. regardless of the possibility of any later proceedings or court proceedings. In the case of arbitration proceedings arising under collective bargaining agreements. a final disposition occurs at the conclusion of the arbitration proceedings. Final disposition includes a resignation by any individual when the resignation occurs after the final decision of the state agency. statewide system. political subdivision. or arbitrator. The above provisions represent changes made by the 1990 Legislature. These legislative changes. which broadened the definition of public data. were tri ggered by the Mi nnesota Supreme Court decision in Annandale Advocate v. City of Annandal.e. In the Annandale case. the City Council had met to discuss an investigative report involving the police chief. The City held a closed meeting. discussed the report. and passed a resolution discharging the police chief. A newspaper subsequently sought access to the i nvesti gati ve report regardi ng the alleged misconduct of the police chief. The Minnesota Supreme Court held that the report was private data under the Government Data Practices Act because there was no final disposition of the cas~. Although the City Council had made its final decision. the police chief had the opportunity to use the Veterans Preference Act procedure. The Court held that this was true even though it would have been possible that the report wou 1 d never be re 1 eased if the pol ice ch i ef and the City Counc 11 arrived at a settlement of the matter. Therefore. the portion of the meeting which discussed the contents of the report were properly closed. However. the Minnesota Supreme Court held that the meeting should have been open during the portion of the _eting that did not involve discussions of the ..content of the report. The portion of the meeting that should have remained open included discussions concerning: the fact that the report exi sted; the fact that the City Council had considered the report; the role the report played in the dec is i on to terminate the police chief; and the terms of any settlement. '" The 1990 amendments to the Government Data Practices Act were designed to alter the result in the Annanda1e decision. The statutory amendment interprets the term "fina1 disposition" as a final. decision. This interpretation means that the investigative report in Annanda1e would have become public following the City Council's final decision even though the police chief had access to the Veterans Preference Act procedure. - 1:3 - MPEL.RA NEWSL.ETTER - e The 1990 Legi s 1 ature also adopted statutory language to address the conflicting requirements of the Open Meeting Law and the Government Data Practices Act where the public body must discuss or consider data classified as "not public." Formerly, an open meeti ng coul d be temporari ly closed while the body discussed non-public data. The meeting would then be reopened after the bOdy finished its discussion of the non-public data. The 1990 statutory language requires meetings to remain open in most instances. e The new statutory language provided for a limited number of exceptions in which a meeting may be closed. Two of these exceptions specify that: · a public body shall close a meeting for preliminary consideration of allegations or charges against an individual subject to its authority. If the members conclude that discipline of any nature may be warranted, further meetings or hearings must be open. A meeti ng must also be open at the request of the i ndi vi dua 1 who is the subject of the meeting. · a publ i c body may close a meeting to evaluate the performance of an individual who is sUbject to its author i ty . The pub 1 i c body shall identify the individual to be evaluated prior to closing a meeting. At its next open meeti ng, the publi c body shall summari ze its conclusions regarding the evaluation. A meeting must be open at the request of the individual who is the subject of the meeting. e There are also two other narrow exceptions to the Open Meeting Law: one for labor strategy di scussions and one for attorney-client discussions regarding pending litigation. The statute requires the public employer to schedule a closed meeting in a prior open meeting. This precludes a public employer from scheduling a future closed meeting during a closed meeting. In addition, this section only allows discussion of labor negotiation strategy. The public employer may not discuss any other business a this meeting. In the event the public employer wishes to hold a closed meeting, it must take a number of steps to comply with the statute. One of the requirements is that the proceedings of a closed meeti ng shall be tape recorded at the expense of the governing body and shall be preserved for two years after the contract is signed and shall be made available to the public after all labor contracts are signed by the governing body for the current budget period. Thus, these tapes do not have to be released until all labor contracts for the current budget period are signed by the public employer. In the event one 1 abor contract is not signed, it appears that the pub 1 i c emp 1 oyer wi 11 not have to make any tapes of 1 abor negotiations available to anyone until the contract is signed, even if the contents of the tapes deal wi th 1 abor negotiations for a different labor contract. The second narrow exception to the Open Meeting Law allows closed meetings for attorney-client discussions regarding pending litigation. This exception had been long accepted by the Minnesota Supreme Court and was added to the list of Open Meeti ng exceptions in the - 14 - MPEl.RA NEWSLETTER - - e statute. However, it woul d appear that meetings may only be closed to discuss strategy on specific litigation. It almost never can be extended for the mere request for general 1 ega 1 advi ce or counsel. For example, the Court of Appeals has stated that the attorney-client privilege is not available when a governing body seeks to discuss the strengths and weaknesses of a proposed enactment which may give rise to future litigation. Uniform Baseline and Settlement Form e Peter Obermeyer, Commissioner of Bureau of Mediation Services, di scussed the provision in PELRA, M.S. 179A.04, Subd. 3(A), which requires completion of a Uni form Settl ement Form (Form). The Form is applicable to contract negotiations between exclusive representatives and all public employers, other than townships. The Bureau of Medi ation Servi ces (Bureau) has been charged with developing the Form and related instructions for compliance with the statute. Si nce the Conference, there have been a series of developments regarding this legislation. An issue was raised whether the Form had to be included as part of the rules established to implement the legislation. The Form was not initially included by the Bureau as part of the rules. The Attorney General determined that the Form needed to be part of the rules or detailed as to its purpose in the rules. As a result, the initial rules were withdrawn on September 13, 1993. e The Bureau has since gi ven noti ce of a request for "opinions" under the rul e-mak i ng procedures and the proces s wi 11 begi n anew. The Bureau requested opinions on the rules/Form in September and October and conducted a general meeting with labor and management representatives in late October. It is anticipated by the Bureau that the new rul es and Form wi 11 be noti ced to be adopted without a hearing (a non-controversial adoption of rules) in early December. If this does occur, then the rules and Form would become effective in early 1994. The Form is not intended to be a report of a public employer's labor costs or a substi tute for the costi ng methods of collective bargaining proposals by labor or management. Its purpose is limited to fulfilling the requirements of the legislation, with the intent of the legislation being to provide a standard basis for public employers to identify certain economic elements of a collective bargaining settlement. The Form must be presented to the governing body of each public employer at the time the governing body ratifies a collective bargaining contract. In addition, the Form must be available for public inspection during normal business hours within five calendar days after ratification by the public employer. The Form is reproduced on the following pages. Instructions for the Uniform Baseline and Settlement Form may be obtained from the Bureau of Mediation Services, (612) 649-5421. - l~- Evolution of open meeting law continues City officials concerned e Joel Jamnik 'Ille open meeting law is intended to promote the general public's ability to monitor and participate in local government activities. HislOrically, city officials have supported the goals of the law and for tJle most part., have not experienced significant problems with the law's enforcement. Reeent court decisions, however, indicate two very disturbing trends: the growth in politically motivated challenges, and the growth in attorney fees issues as part of an open meeting law case. The chief protagonist for open meeting law cases has usually been the media, and more particularly the local newspaper. Because of the law's importance lO their operations, reporters and editors are often more well-schooled in the open meeting law than local government officials. The same can probably be said for the data practices act, another prime media- government battleground. Enforcement of these laws is almost solely accomplished through private court actions. These often costly actions are not easily pursued by the media, and are even more difficult for the individual citizen. Recently, however, there has been a growth in nonmedia originated claims. Individuals, citizen groups, and public employee unions have all discovered the open meeting law as another weapon to be used against a local governing body. lbeir goal is usually not to receive monetary compensation-the fine imposed is $100 per violation payable lO the state. Rather, the effort is undertaken to directly or indirectly remove existing councilmembers, boardmembers, etc. Violation of the open meeting law by an incumbent will be used by election challengers. Additionally, in most cases the open meeting law claim is not brought until the plaintiff can allege at least three separate viola- tions, because the law conlains a C November 12,1993 ~ e>< e,) provision that allows a judge to remove from office any elected official who is found to have three or more violations of the law. That removal also renders the official ineligible for appointment or election to any other public office for the period of time equal to the remaining term of the office they hold at the time of the violation. Some of these actions have now involved claims for plaintiff's attor- neys fees. While the law regarding the authority of a judge to grant fees doesn't distinguish between the media company or private person as plaintiff, judges seem more inclined to grant attorneys fees when an individual citizen brings suit. Complicating this trend are questions about the defense of open meeting law claims. Are councilmembers required to defend these actions on their own, or can the city provide a defense for its officers? The Minnesota Supreme Court recently affirmed a lower court decision (Claude v. Collins) finding five open meeting violations for a mayor (totaling $500 in fmes) and proportionate plaintiff's attorneys fees of $700 per violation (totaling $35(0). However, the court also ruled that while the law may allow removal for three or more violations, it may not automatically require removal (the violations must be found to constitute malfeasance or nonfeasance). The court also held that the trial court did not abuse its discretion in determining the appropriate penalties for the violations and addressed the atlOrney fees issue in a footnote. That footnote states: Minn. Stat. * 471.705, subd. 2 creates personal liability for the $100 fines that may be imposedfor violation of the Minnesota Open Meeting Law. As was pointed out at oral argument, the true cost to defendants in these cases is often attorney fees. While we do not decide the issue, we note that a municipality "shall defend and indemnify" its officers and employees who have acted in the performance of the duties of their position and have not been "guilty of malfeasance in office, willful neglect of duty, or bad faith. " Minn. Stat. * 466.07, subd. 1 (1990). In the past, the duty to defend and indemnify was limited to tort claims and may not have applied to the defense of claims brought under the Minnesota Open Meeting Law. Op. Au'y Gen. 471-a (Apr. 29, 1983) (discussing Minn. Stat. * 466.07, subd. 1a (1982). The legislature has since removed the statute:r explicit reference to tort claims. The bottom line is that the court's decision implies that the mayor in this case will have to pay $500 (for the five violations), may not be removed from office because the violations did not rise to the level of misfeasance or malfeasance, and may have the city pay both the attorney's fees for the plaintiffs as well as his own defense costs. Legal scholars and legislators will no doubt continue the debate regarding the law and its enforcement. The League Policy Adoption Conference includes a session on the law with Mark Anfinson, Counsel for the Minnesota Newspaper Association. 0 Page 7