Presented by: Adria B. Martinelli, Esq. Young, Conaway, Stargatt & Taylor, LLP amartinelli@ycst.com Open Meetings Compliance for Schools Open Meetings – The Policy “It is vital in a democratic society that public business be performed in an open and public manner so that our citizens shall have the opportunity to observe the performance of public officials and to monitor the decisions that are made by such officials.” 29 Del. C. § 10001. What Is a “Meeting”? Any “formal or informal gathering of a quorum of the members for the purpose of discussing or taking action on public business” Beware of “serial meetings” where consensus is reached Court will look at nature, timing, & substance of communication to determine if meeting occurred What Is a “Meeting”? Any time where public business is discussed, even if no action taken Can include Informal meetings where no action taken “workshops” What is a “Meeting” Email Cannot have active exchange of ideas, vote, or take straw poll among a forum of Board Narrow Exceptions Every meeting of all public bodies shall be open except: 1. 2. 3. 4. 5. Discussion of an individual’s qualifications to hold a job Strategy sessions including legal advice with respect to pending or potential litigation Personnel matters in which the names and competencies of employee or student discussed Hearing of student disciplinary cases Discussion of non-public documents Qualifications Personnel matters (29 Del. C. § 10004(b)(9)) Relates to current employees, not applicants Strategy Sessions Attorney present not enough Must relate to pending or potential litigation reasonable threat based on objective factors: demand letter, notice of intent to sue, prior litigation between same parties on topic Must adversely affect agency’s position in lawsuit “litigation status update” not sufficient Personnel Matters Must be discussion of specific individual and their qualifications/performance Does not include personnel matters of a more general nature **could relate to competitive position in collective bargaining Does not include information about an employee’s salary or other compensation, which is public information Non-public documents Draft documents Applications for personnel Personal information: social security numbers, home address, telephone number Agenda Must be posted 7 days in advance of meeting Proof of posting Avoid amending within 7 days unless it’s a true emergency – THEN No less than 6 hours’ notice State reason for the late notice Agenda – Do’s and Don’ts DO Include date, time, and place of meeting prominently Include where meeting will resume after Executive Session Include date of posting prominently at the top Be as specific as possible as to topics Include Executive Session and reason Agenda – Don’ts DON’T Do not state that agenda is “subject to change” Do not include “Old Business” on the agenda items Do not leave “Personnel and Litigation” as the standing reason for an Executive Session Minutes Minutes must be maintained of all meetings, and posted on website within 5 days of their approval Must include All members present Record, by individual members, of each vote taken and action agreed upon Once a matter is addressed, must be done in a way that is not misleading Remedies for Violations Petition to AG to determine whether violation occurred AG can: Public slap on wrist Void any action taken at improperly noticed meeting Order new meeting to take place for public discussion Make minutes of executive session public Enter into consent decree with other requirements Remedies for Violation Citizen can file suit in Court of Chancery Injunction Declaratory judgment Attorneys’ fees and costs Case Studies – Dewey Beach* Violations Did not date agendas or otherwise provide evidence of when they were posted Each agenda simply noted “EXECUTIVE SESSION – PERSONNEL AND LITIGATION” Executive sessions were “the rule not the exception” Agenda failed to give notice of major business to be discussed * decision July 13, 2012 Dewey Beach Violations (cont.) Agenda included misleading statement: “Please be advised that this agenda is subject to amendments including additional or deleted items” Amendment permitted ONLY for items of an emergency nature OR at least 6 hours’ in advance if cannot reasonably be delayed until next meeting Dewey Beach Remedies awarded: “open meetings violations have been so obvious, prolonged, and habitual, that extraordinary violations require extraordinary and rigorous remedies” Dewey Beach Remedies Agreement required: Council shall deliver to AG within 10 days, copies of all minutes of public and executive session that we have determined to have violated FOIA For one year, Council shall provide agendas to AG at least 10 days in advance of any meeting Council shall prominently post on the 1st page of every agenda the date, time and place of posting Dewey Beach Remedies awarded Council shall refrain from any mention on meeting notices and agendas of any right to amend the agenda Council shall refrain from amending any posted agenda without first obtaining consent of AG 48 hours in advance of meeting Case Studies – Capital School District* Violations Found: 1. Failed to identify in its posted agenda the subject matter of executive session Announcement at the meeting not enough * Decision Jan. 6, 2012 Capital School Dist. 2. Ambiguous notice of where the public meeting would resume “Board will meet for a Public Meeting[location not specified] and go into Executive Session . . . In the Library to discuss Personnel, Negotiations and Litigation. It will then return to the auditorium for Public Session.” Capital School Dist. Violations found 3. Approved a 5% salary increase for administrators without giving proper notice of its intent to discuss and act on salary increase Capital School Dist. Remedies: Executive sessions could be deemed public, but “since Board may not have fully understood FOIA’s requirements regarding executive sessions,” just a stern warning Capital School Dist. Remedies: Caution to given proper notice of location and time of public meetings District to propose how to reconsider salary increase issue Review 1. Cautious of public business (including email) outside of public session 2. Agenda should include all major issues known to be addressed at meeting Review 3. Avoid revising agenda with less than 7 days’ notice unless emergency – then give reason 4. Limited topics for executive session: make sure topics fall into exceptions and identify clearly in agenda Review 5. Minutes need to include each Board member’s vote 6. Be posted within 5 days’ of approval (normally at regular meeting) THE END