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FRANKLIN SCHOOL
   COMMITTEE

OPEN MEETING LAW WORKSHOP
     DECEMBER 13, 2011




                Michelle Allaire McNulty, Esq.
                Murphy, Lamere & Murphy, P.C.
                10 Forbes Rd West
                Braintree, MA 02185
                781-848-1850
What Does The Law Require?


 All meetings of a public body must be open to the
 public, unless a valid reason for executive session
 exists.
What Is A Meeting?

 A “deliberation” by a public body with respect to any
  matter within the body’s jurisdiction.
     Oral and written communication through any medium,
      including electronic mail
     Between a quorum of a public body
     On any public business within its jurisdiction
 Does not include:
   Distribution of meeting agenda

   Scheduling information or other procedural meeting

   Distribution of reports or documents for a meeting

   Provided No Opinion Is Expressed!
Exceptions To The OML

 Onsite inspection of a project or program, with no
    deliberation
   Attend conference, training program or event, with
    no deliberation
   Attend a meeting of another public body, provided
    they communicate only by open participation and
    with no deliberation
   Meetings of quasi-judicial boards or commissions
    held solely to make decisions in an adjudicatory
    proceeding
   Town Meeting
Notice Requirements

 At least 48 hours in advance, excluding Saturdays,
  Sundays, and legal holidays.
 Emergency Meetings–As soon as reasonably possible
    a sudden, generally unexpected occurrence or set of
     circumstances demanding immediate action
 Filed with municipal clerk
 Posted so conspicuously available to public at all
 hours
    Outside building
    Website
    Cable Television and Internet
What’s In The Notice

 Legible and easy to understand format
 Date, Time, Place
 List of Topics/Agenda
   That, as of the time of posting, the Chair reasonably
    anticipates will be discussed
   Is sufficiently specific to reasonably inform the public of the
    issues to be discussed.
   Encouraged to revise notice if additional topics arise after
    posting but before meeting
Executive Session

 First convene in Open Session
 State reason for the executive session
   Include all subjects that may be revealed without
    compromising the purpose for which the executive session was
    called
 State whether body will reconvene at end of
  executive session
 Roll call vote to enter executive session
Purposes for Executive Session
                    Exception #1

 To discuss reputation, character, physical condition
  or mental health, NOT professional competence, or
 To discuss complaints or charges brought against a
  public officer, employee, staff member or individual.
    48 hours written notice, which may be waived
    Individual may choose to have meeting in Open Session
    Right to be present
    To have counsel or representative of choosing present for
     advising, not active participation
    To speak on own behalf
    To cause independent recording to be made at own expense
Exception #2

 To conduct strategy sessions in preparation for
  negotiations with non-union personnel; or
 To conduct collective bargaining session or
  contract negotiations with non-union
  personnel
    Includes bargaining with unions and grievance hearings
Exception #3

 To discuss strategy with respect to collective
 bargaining or litigation if an open meeting may
 have a detrimental effect on the bargaining or
 litigating position of the public body and the chair
 so declares
    Some meetings may require vote under Exception #2 (for
     actual participation in collective bargaining) and #3 (for
     strategy session)
    Unlike Exception #2, requires Chair to make declaration at
     time of vote to enter into Executive Session
    Ongoing litigation – Not potential litigation or meetings
Exceptions #4 and #5

 #4 – To discuss the deployment of security
  personnel or devices
 #5 – To investigate charges of criminal misconduct
  or to consider the filing of criminal complaints
Exceptions #6 and #7

 #6 – To consider the purchase, exchange, lease or
  value of real property if the chair declares that an
  open meeting may have a detrimental effect on the
  negotiating position of the public body
 #7 – To comply with, or act under the authority of,
  any general or special law or federal grant-in-aid
  requirements
Exception #8

 Preliminary Screening Interviews
   To consider or interview applicants for employment or
    appointment by a preliminary screening committee if the chair
    declares that an open meeting will have a detrimental effect in
    obtaining qualified applicants
   Provided, will not apply to any meetings to consider and
    interview applicants who have passed a prior preliminary
    screening
   Screening Committee must be less than a quorum

   May contain non-members
Exception #9

 To meet or confer with a mediator, as defined in
 M.G.L. c. 233, s. 23C, with respect to any litigation or
 decision on any public business within jurisdiction
    The decision to participate in mediation must be made in open
     session
    The parties, issues involved and purpose of mediation must be
     disclosed
    No action shall be taken by the public body with respect to
     those issues that are subject of mediation without delberation
     and approval of such action in opens session
Exception #10
                Municipal Energy Provider

 To discuss trade secrets or
 confidential, competitively-sensitive or other
 proprietary information, provided:
    Acting as an energy supplier under c. 164, s. 1F
    Acting as a municipal aggregator under c. 164, s. 134
    Activities conducted by a cooperative of governmental bodies
     under c. 164, s. 134
    Determination that disclosure will adversely affect ability to
     conduct business in relation to other entities making, selling or
     distributing electric power or energy
Remote Participation

 CEO must authorize
   Majority vote of Town Council

   Applies to all subsequent meetings of all local public bodies
    within municipality
   Also determines amount and source of payment for any costs
    associated with remote participation
 Adoption may be revoked
Minimum Requirements for Remote
                Participation

 All persons present and remote member must be
  clearly audible to each other
 Quorum, including chair, must be physically present
 Remote members may vote and are not deemed
  absent
 If video technology used, remote member must be
  clearly visible to all persons present in the meeting
  location.
Permissible Reasons for Remote Participation

 Chair determines that one or more of the following
 factors makes the members’ physical attendance
 unreasonably difficult:
    Personal illness
    Personal disability
    Emergency
    Military service
    Geographic distance
Technology for Remote Participation

 Acceptable methods:
   Telephone, internet, satellite enabled audio, video
    conferencing
   Any other technology that enables remote participation and all
    persons present at the meeting location to be clearly audible to
    one another
 Public Body determines which method to use
 Chair decides how to address technical difficulties
   Encouraged to suspend discussions while reasonable
    corrective efforts are made
   Disconnections noted in meeting minutes, including time
Procedures for Remote Participation

 Member who wishes to participate remotely notifies
 chair as soon as reasonably possible prior to meeting
    Includes reason for request and facts supporting
 At start of meeting, chair announces name of
  member who will be participating remotely and
  reason
 Information recorded in minutes
 All votes taken are by roll call
 May participate in executive session
   Must state no other person present or able to hear discussion,
    unless that person’s presence is approved by simple majority
    vote
 When feasible, in advance of meeting, chair
  distributes to remote participant copies of all
  documents/exhibits reasonably anticipates being
  used
     If used, documents shall be part of official record of meeting,
      listed in meeting minutes, and retained per c. 30A, s. 22
Public Participation

 Allowed to attend all open sessions
 Allowed to make audio or video recording of open
 session
    Notify chair
    Comply with reasonable requirements regarding equipments
     established by chair so as not to interfere with meeting
    Chair informs other attendees of recording at beginning of meeting
 May not address body without permission of chair
 May not disrupt meeting
    After warning, chair may order person to leave
    If fails to leave, chair may authorize constable or officer to remove
Minutes In General

 Created and approved in a timely manner
 Date, time, and place of meeting
 All members present or absent
 All decisions made and actions taken including a
  record of all votes
 Summary of discussions on each subject
 A list of documents and other exhibits used at the
  meeting
 Constitute public documents
Open Session Minutes

 Made available to public within 10 days upon request
   Whether approved or in draft form

   Including materials or exhibits (if requested)

 Exemptions to disclosure:
   Materials (other than those created by members of the public
    body) used in a performance evaluation of an individual
   Materials (other than a resume, which is always subject to
    disclosure) used in deliberations about employment or
    appointment of individuals, including applications and
    supporting materials
 Evaluation documents created by body are public
Executive Session Minutes

 Not required to disclose minutes, notes or materials used
  in executive session if would defeat purpose of meeting
 Once disclosure would no longer defeat purposes of
  executive session, all minutes, notes, materials must be
  disclosed unless otherwise exempt from public records
  law
 Period review of executive session minutes
    To determine whether continued non-disclosure is warranted
    Such determination must be included in subsequent meetings
 Requests – respond within 10 days
    If haven’t reviewed yet, must do so prior to next meeting or within 30
     days, whichever is sooner
Complaint Process

 Enforced through AGO’s office
 First file with body (with copy to Town Clerk)
   Within 30 days of violation
   Body has 14 days to respond

 With AGO
   30 days after filed with public body
   AGO will review complaint and any remedial action taken by
    body
   May seek additional info from public body
   Seek to resolve within 90 days
   May hold hearings
AGO Enforcement Authority

 Upon finding of a violation, AGO may:
   Compel immediate and future compliance with OML

   Compel attendance at training sessions

   Nullify in whole or in part any action taken at the meeting

   Impose civil penalties of not more than $1000 for each
    intentional violation
   Reinstate an employee without loss of compensation, seniority,
    tenure or other benefits
   Compel that minutes, records or other materials be made
    public
   Prescribe other appropriate actions

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Franklin School Committee: Open Meeting Law Training - 2011

  • 1. FRANKLIN SCHOOL COMMITTEE OPEN MEETING LAW WORKSHOP DECEMBER 13, 2011 Michelle Allaire McNulty, Esq. Murphy, Lamere & Murphy, P.C. 10 Forbes Rd West Braintree, MA 02185 781-848-1850
  • 2. What Does The Law Require?  All meetings of a public body must be open to the public, unless a valid reason for executive session exists.
  • 3. What Is A Meeting?  A “deliberation” by a public body with respect to any matter within the body’s jurisdiction.  Oral and written communication through any medium, including electronic mail  Between a quorum of a public body  On any public business within its jurisdiction  Does not include:  Distribution of meeting agenda  Scheduling information or other procedural meeting  Distribution of reports or documents for a meeting  Provided No Opinion Is Expressed!
  • 4. Exceptions To The OML  Onsite inspection of a project or program, with no deliberation  Attend conference, training program or event, with no deliberation  Attend a meeting of another public body, provided they communicate only by open participation and with no deliberation  Meetings of quasi-judicial boards or commissions held solely to make decisions in an adjudicatory proceeding  Town Meeting
  • 5. Notice Requirements  At least 48 hours in advance, excluding Saturdays, Sundays, and legal holidays.  Emergency Meetings–As soon as reasonably possible  a sudden, generally unexpected occurrence or set of circumstances demanding immediate action  Filed with municipal clerk  Posted so conspicuously available to public at all hours  Outside building  Website  Cable Television and Internet
  • 6. What’s In The Notice  Legible and easy to understand format  Date, Time, Place  List of Topics/Agenda  That, as of the time of posting, the Chair reasonably anticipates will be discussed  Is sufficiently specific to reasonably inform the public of the issues to be discussed.  Encouraged to revise notice if additional topics arise after posting but before meeting
  • 7. Executive Session  First convene in Open Session  State reason for the executive session  Include all subjects that may be revealed without compromising the purpose for which the executive session was called  State whether body will reconvene at end of executive session  Roll call vote to enter executive session
  • 8. Purposes for Executive Session Exception #1  To discuss reputation, character, physical condition or mental health, NOT professional competence, or  To discuss complaints or charges brought against a public officer, employee, staff member or individual.  48 hours written notice, which may be waived  Individual may choose to have meeting in Open Session  Right to be present  To have counsel or representative of choosing present for advising, not active participation  To speak on own behalf  To cause independent recording to be made at own expense
  • 9. Exception #2  To conduct strategy sessions in preparation for negotiations with non-union personnel; or  To conduct collective bargaining session or contract negotiations with non-union personnel  Includes bargaining with unions and grievance hearings
  • 10. Exception #3  To discuss strategy with respect to collective bargaining or litigation if an open meeting may have a detrimental effect on the bargaining or litigating position of the public body and the chair so declares  Some meetings may require vote under Exception #2 (for actual participation in collective bargaining) and #3 (for strategy session)  Unlike Exception #2, requires Chair to make declaration at time of vote to enter into Executive Session  Ongoing litigation – Not potential litigation or meetings
  • 11. Exceptions #4 and #5  #4 – To discuss the deployment of security personnel or devices  #5 – To investigate charges of criminal misconduct or to consider the filing of criminal complaints
  • 12. Exceptions #6 and #7  #6 – To consider the purchase, exchange, lease or value of real property if the chair declares that an open meeting may have a detrimental effect on the negotiating position of the public body  #7 – To comply with, or act under the authority of, any general or special law or federal grant-in-aid requirements
  • 13. Exception #8  Preliminary Screening Interviews  To consider or interview applicants for employment or appointment by a preliminary screening committee if the chair declares that an open meeting will have a detrimental effect in obtaining qualified applicants  Provided, will not apply to any meetings to consider and interview applicants who have passed a prior preliminary screening  Screening Committee must be less than a quorum  May contain non-members
  • 14. Exception #9  To meet or confer with a mediator, as defined in M.G.L. c. 233, s. 23C, with respect to any litigation or decision on any public business within jurisdiction  The decision to participate in mediation must be made in open session  The parties, issues involved and purpose of mediation must be disclosed  No action shall be taken by the public body with respect to those issues that are subject of mediation without delberation and approval of such action in opens session
  • 15. Exception #10 Municipal Energy Provider  To discuss trade secrets or confidential, competitively-sensitive or other proprietary information, provided:  Acting as an energy supplier under c. 164, s. 1F  Acting as a municipal aggregator under c. 164, s. 134  Activities conducted by a cooperative of governmental bodies under c. 164, s. 134  Determination that disclosure will adversely affect ability to conduct business in relation to other entities making, selling or distributing electric power or energy
  • 16. Remote Participation  CEO must authorize  Majority vote of Town Council  Applies to all subsequent meetings of all local public bodies within municipality  Also determines amount and source of payment for any costs associated with remote participation  Adoption may be revoked
  • 17. Minimum Requirements for Remote Participation  All persons present and remote member must be clearly audible to each other  Quorum, including chair, must be physically present  Remote members may vote and are not deemed absent  If video technology used, remote member must be clearly visible to all persons present in the meeting location.
  • 18. Permissible Reasons for Remote Participation  Chair determines that one or more of the following factors makes the members’ physical attendance unreasonably difficult:  Personal illness  Personal disability  Emergency  Military service  Geographic distance
  • 19. Technology for Remote Participation  Acceptable methods:  Telephone, internet, satellite enabled audio, video conferencing  Any other technology that enables remote participation and all persons present at the meeting location to be clearly audible to one another  Public Body determines which method to use  Chair decides how to address technical difficulties  Encouraged to suspend discussions while reasonable corrective efforts are made  Disconnections noted in meeting minutes, including time
  • 20. Procedures for Remote Participation  Member who wishes to participate remotely notifies chair as soon as reasonably possible prior to meeting  Includes reason for request and facts supporting  At start of meeting, chair announces name of member who will be participating remotely and reason  Information recorded in minutes  All votes taken are by roll call
  • 21.  May participate in executive session  Must state no other person present or able to hear discussion, unless that person’s presence is approved by simple majority vote  When feasible, in advance of meeting, chair distributes to remote participant copies of all documents/exhibits reasonably anticipates being used  If used, documents shall be part of official record of meeting, listed in meeting minutes, and retained per c. 30A, s. 22
  • 22. Public Participation  Allowed to attend all open sessions  Allowed to make audio or video recording of open session  Notify chair  Comply with reasonable requirements regarding equipments established by chair so as not to interfere with meeting  Chair informs other attendees of recording at beginning of meeting  May not address body without permission of chair  May not disrupt meeting  After warning, chair may order person to leave  If fails to leave, chair may authorize constable or officer to remove
  • 23. Minutes In General  Created and approved in a timely manner  Date, time, and place of meeting  All members present or absent  All decisions made and actions taken including a record of all votes  Summary of discussions on each subject  A list of documents and other exhibits used at the meeting  Constitute public documents
  • 24. Open Session Minutes  Made available to public within 10 days upon request  Whether approved or in draft form  Including materials or exhibits (if requested)  Exemptions to disclosure:  Materials (other than those created by members of the public body) used in a performance evaluation of an individual  Materials (other than a resume, which is always subject to disclosure) used in deliberations about employment or appointment of individuals, including applications and supporting materials  Evaluation documents created by body are public
  • 25. Executive Session Minutes  Not required to disclose minutes, notes or materials used in executive session if would defeat purpose of meeting  Once disclosure would no longer defeat purposes of executive session, all minutes, notes, materials must be disclosed unless otherwise exempt from public records law  Period review of executive session minutes  To determine whether continued non-disclosure is warranted  Such determination must be included in subsequent meetings  Requests – respond within 10 days  If haven’t reviewed yet, must do so prior to next meeting or within 30 days, whichever is sooner
  • 26. Complaint Process  Enforced through AGO’s office  First file with body (with copy to Town Clerk)  Within 30 days of violation  Body has 14 days to respond  With AGO  30 days after filed with public body  AGO will review complaint and any remedial action taken by body  May seek additional info from public body  Seek to resolve within 90 days  May hold hearings
  • 27. AGO Enforcement Authority  Upon finding of a violation, AGO may:  Compel immediate and future compliance with OML  Compel attendance at training sessions  Nullify in whole or in part any action taken at the meeting  Impose civil penalties of not more than $1000 for each intentional violation  Reinstate an employee without loss of compensation, seniority, tenure or other benefits  Compel that minutes, records or other materials be made public  Prescribe other appropriate actions