Goldwater v. City of Phoenix

CourtCourt of Appeals of Arizona
DecidedJanuary 31, 2025
Docket1 CA-CV 24-0176
StatusPublished

This text of Goldwater v. City of Phoenix (Goldwater v. City of Phoenix) is published on Counsel Stack Legal Research, covering Court of Appeals of Arizona primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Goldwater v. City of Phoenix, (Ark. Ct. App. 2025).

Opinion

IN THE ARIZONA COURT OF APPEALS DIVISION ONE

BARRY GOLDWATER INSTITUTE FOR PUBLIC POLICY RESEARCH CENTER, Plaintiff/Appellant,

v.

CITY OF PHOENIX, et al., Defendants/Appellees.

No. 1 CA-CV 24-0176 FILED 01-31-2025

Appeal from the Superior Court in Maricopa County No. CV2023-003250 The Honorable Danielle J. Viola, Judge

REMANDED

COUNSEL

Goldwater Institute, Phoenix By Jonathan Riches, Scott Day Freeman, Parker Jackson Counsel for Plaintiff/Appellant

Pierce Coleman, PLLC, Scottsdale By Stephen B. Coleman, Jon M. Paladini Counsel for Defendants/Appellees

American Civil Liberties Union Foundation of Arizona, Phoenix By Jared G. Keenan, Lauren K. Beall Co-Counsel for Amicus Curiae Poder in Action & American Civil Liberties Union Foundation of Arizona GOLDWATER v. PHOENIX, et al. Opinion of the Court

Arizona State University Sandra Day O’Connor College of Law, Phoenix By Gregg P. Leslie, Aaron A. Baumann, Aaron Savoy (Rule 39 student) Co-Counsel of Amicus Curiae Poder in Action & American Civil Liberties Union Foundation of Arizona

OPINION

Judge Samuel A. Thumma delivered the opinion of the Court, in which Presiding Judge Maria Elena Cruz and Judge Andrew M. Jacobs joined.

T H U M M A, Judge:

¶1 Appellant Barry Goldwater Institute for Public Policy Research (Goldwater) challenges an order denying its statutory special action complaint seeking to compel the City of Phoenix and certain City officials (collectively, the City) to disclose public records related to then- pending labor negotiations. For the reasons set forth below, this matter is remanded to allow the City to provide to the superior court both unredacted and redacted versions of responsive documents for an in camera review to determine what portions of those documents, if any, may be withheld under the best interests of the state exception to the requirement that public records be disclosed.

FACTS AND PROCEDURAL HISTORY

¶2 In a series of lengthy, complicated arrangements, each called a Memorandum of Understanding (MOU), the City and groups of City employees called Units agree to terms of employment. These MOUs are the product of a complicated, multi-step meet and confer bargaining process undertaken from time to time. The Phoenix City Code, including a meet and confer Ordinance, guides that bargaining process. Among other things, the Ordinance includes a prohibition period, where bargaining groups cannot discuss matters being negotiated with City Council members. A proposed MOU resulting from this meet and confer process is made available for public comment before being considered for approval by the City Council. MOUs apparently build on prior approved MOUs, with many identical terms but also new or different terms.

2 GOLDWATER v. PHOENIX, et al. Opinion of the Court

¶3 The City negotiates separately and simultaneously with these Units in this meet and confer process. The specific Unit at issue here is “Police officers—Below the rank of Sergeant,” represented by the Phoenix Law Enforcement Association (PLEA).

¶4 The substantive provisions of these City-PLEA MOUs have resulted in significant litigation. See Gilmore v. Gallego, ___ Ariz. ___, ___, 552 P.3d 1084 (2024); Cheatham v. DiCiccio, 240 Ariz. 315 (2016); see also PLEA v. City of Phx., No. 1 CA-CV 23-0454 (Ariz. App. Aug. 27, 2024) (mem. decision). Those substantive provisions are not at issue here. Instead, this dispute is whether the City had to disclose to Goldwater draft MOU proposals exchanged between the City and PLEA during the meet and confer process leading up to the City-PLEA MOU effective July 1, 2023 through June 2024 (the 2024 MOU).

¶5 On December 1, 2022, PLEA gave the City written notice it wanted to negotiate wage and benefit issues leading up to what became the 2024 MOU. Although the City Code required PLEA to provide a proposed MOU along with that notice, City Code § 2-218(B), PLEA failed to do so. On January 3, 2023, the City wrote PLEA that its December 1, 2022 notice did not comply with the City Code but that the City looked forward to working with PLEA in negotiating the 2024 MOU.

¶6 Apparently having learned of PLEA’s December 1 notice, on December 19, 2022, Goldwater sent a public records request to the City seeking three categories of documents: (1) all drafts of a proposed 2024 MOU with PLEA; (2) all MOU proposals being negotiated or to be negotiated with PLEA under City Code § 2-218 and (3) “[a]ny communications to or from City officials regarding PLEA’s failure to submit a draft MOU.” On January 5, 2023, the City responded by providing Goldwater the January 3, 2023 letter it sent to PLEA, stating it had no other responsive documents. The City added that, for categories “1 and 2, any working drafts of MOUs and any proposals submitted during negotiations are not disclosable until filed with the City Clerk’s office.”

¶7 After further exchanges, on January 20, 2023, Goldwater submitted a renewed request for the same three categories of documents. On February 23, 2023, the City responded to the renewed request, stating it had no documents responsive to the category 1 request, adding that “[o]nce a draft MOU between the City of Phoenix and PLEA is finalized, it will be released to the public for review and comment pursuant to the requirements of the City Code.” For the category 2 request, although noting it had no responsive documents, the City added that it would be

3 GOLDWATER v. PHOENIX, et al. Opinion of the Court

“withholding all such responsive documents during negotiations” of the 2024 MOU. The City stated those documents need not be provided because “[r]eleasing [those proposals] could create a chilling effect[,] . . . would hinder the negotiations process,” and “would harm the best interest of the City.” The City provided one other document responsive to the category 3 request.

¶8 Dissatisfied with that response, on March 1, 2023, Goldwater filed this statutory special action against the City in superior court. Goldwater’s complaint sought an order compelling production of the requested documents as well as declaratory and injunctive relief. The complaint alleged that Arizona Public Records Law and the City Code required production of the requested documents. Goldwater then filed an application seeking an order requiring the City to show cause why Goldwater should not be granted the relief it was seeking. That application did not request an evidentiary hearing.

¶9 After full briefing and oral argument, in May 2023, the court denied Goldwater’s request for special action and injunctive relief. Noting the City did not dispute the documents requested were public records presumptively “open to inspection by any person,” Ariz. Rev. Stat. (A.R.S.) § 39-121 (2025),1 the court found the City had shown the documents were protected from disclosure under the “best interests of the state” exception recognized in Carlson v. Pima County, 141 Ariz. 487, 491 (1984). Although the City had supported its position with declarations, “Goldwater did not submit any controverting declarations.” Noting Goldwater’s interest in disclosure, the court observed “the general concerns about transparency, advocacy, and accountability identified by Goldwater are different . . . from the particularized interest in preserving the ability to negotiate labor agreements free of political pressure, collusion, and unnecessary delay due to impasse” the City had shown. The court found the City’s “declarations establish potential material harm (i.e., potential for undue pressure, impasse, and collusion) that outweighs the presumption in favor of disclosure.”

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Goldwater v. City of Phoenix, Counsel Stack Legal Research, https://law.counselstack.com/opinion/goldwater-v-city-of-phoenix-arizctapp-2025.