Lambert v. McPherson

98 So. 3d 30, 2012 WL 1071632, 2012 Ala. Civ. App. LEXIS 81
CourtCourt of Civil Appeals of Alabama
DecidedMarch 30, 2012
Docket2100766
StatusPublished

This text of 98 So. 3d 30 (Lambert v. McPherson) is published on Counsel Stack Legal Research, covering Court of Civil Appeals of Alabama primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lambert v. McPherson, 98 So. 3d 30, 2012 WL 1071632, 2012 Ala. Civ. App. LEXIS 81 (Ala. Ct. App. 2012).

Opinion

PITTMAN, Judge.

Charles Gregory Lambert appeals from a judgment of the Limestone Circuit Court dismissing his complaint to enforce the Alabama Open Meetings Act, § 36-25A-1 et seq., Ala.Code 1975 (“the Act”). The complaint named as defendants David McPherson, Russell Johnson, Larry Kee-num, Beverly Malone, and James Lucas— five of the seven members of the Athens City Board of Education (“the Board”). We affirm.

Facts and Procedural History

After amendment, Lambert’s complaint alleged that the defendants had participated in school-board meetings via e-mail, “where decisions were made prior to voting in open meetings”; that such meetings had been held without the required public notice; that the defendants had engaged in improper deliberation about litigation strategy in executive session; and that the defendants had circumvented the Act by conferring with the attorney for the Board via cellular telephone and e-mail. The defendants denied the allegations and asserted various affirmative defenses.

The trial court held a preliminary hearing on the complaint, as required by § 36-25A-9, Ala.Code 1975. At that hearing, the trial court took no testimony; the court admitted one item of documentary evidence, heard arguments of counsel, and then took the matter under advisement. As the only evidence in support of his [32]*32complaint, Lambert submitted an e-mail message that, the parties stipulated, had been sent on May 21, 2010, by school-board member Larry Keenum to all other board members. The e-mail message is not contained in the record on appeal, but the parties agree that the message expressed Keenum’s disagreement with a proposed change to a Board policy concerning renewal of contracts for coaches or other employees of the Board who had supplemental contracts — a matter that had been expected to come before the Board for a decision and that was, in fact, addressed at a meeting of the Board on July 15, 2010.

Section 86-25A-l(a), Ala.Code 1975, provides:

“It is the policy of this state that the deliberative process of governmental bodies shall be open to the public during meetings as defined in Section 36-25A-2(6). Except for executive sessions permitted in Section 36-25A-7(a) or as otherwise expressly provided by other federal or state statutes, all meetings of a governmental body shall be open to the public and no meetings of a governmental body may be held without providing notice pursuant to the requirements of Section 36-25A-3. No executive sessions are required by this chapter to be held under any circumstances. Electronic communications shall not be utilized to circumvent any of the provisions of this chapter.”

(Emphasis added.)

Lambert argued that Keenum’s e-mail message itself constituted a “meeting” under the Act because, he said, when Kee-num “sends out a message to all the board members and he details in it his position on something they’re going to vote on, his position about other meetings, and other things that have taken place and how he feels about board policy that’s coming up, that constitutes a meeting.” In response, the defendants argued that Keenum’s email message was not a “meeting,” as defined in § 36-25A-2(6)a.3., because it did not involve “deliberation,” as defined in § 36-25A-2(l). Section 36-25A-2(6)a.3. defines “meeting,” in pertinent part, as

“[t]he gathering, whether or not it was prearranged, of a quorum of a governmental body or a quorum of a committee or a subcommittee of a governmental body during which the members of the governmental body deliberate specific matters that, at the time of the exchange, the participating members expect to come before the body, committee, or subcommittee at a later date.”

Section 36-25A-2(l) defines “deliberation” as

“[a]n exchange of information or ideas among a quorum of members of a governmental body intended to arrive at or influence a decision as to how the members of the governmental body should vote on a specific matter that, at the time of the exchange, the participating members expect to come before the body immediately following the discussion or at a later time.”

After hearing arguments, the trial court stated that it was inclined to believe that a single board member cannot “taint the whole board and violate the Open Meetings [Act by] firing away a letter or an email. To me, it is not an exchange of information. It is one-sided.... That’s not a meeting.”

The day after the preliminary hearing and before the trial court had ruled, Lambert filed a second amended complaint, referencing an e-mail message that had allegedly been sent to Keenum by a board member who was not a defendant in the case. Lambert alleged that he had been made aware of that message in September [33]*332010. The defendants moved to disallow the amendment on the ground that it represented an improper attempt to introduce additional evidence of which Lambert had been aware in November 2010 when he filed the complaint but that he had failed to present at the preliminary hearing. The defendants further argued that the additional evidence did not indicate that a violation of the Act had occurred.

On April 11, 2011, the trial court disallowed the amendment and entered a judgment in favor of the defendants. Lambert timely appealed; his appeal was transferred by the supreme court to this court, pursuant to Ala.Code 1975, § 12-2-7(6).

Standard of Review

Section 36-25A-9(b), Ala.Code 1975, states the burden of proof that a plaintiff is required to meet at a preliminary hearing conducted pursuant to the Act. The plaintiff must “establish by a preponderance of the evidence that a meeting of [a] governmental body occurred and that each defendant attended the meeting.” Subsection (b) further requires that

“to establish a prima facie case the plaintiff must present substantial evidence of one or more of the following claims:
“(1) That the defendants disregarded the requirements for proper notice of the meeting pursuant to the applicable methods set forth in Section 36-25A-3.
“(2) That the defendants disregarded the provisions of this chapter during a meeting, other than during an executive session.
“(3) That the defendants voted to go into executive session and while in executive session the defendants discussed matters other than those subjects included in the motion to convene an executive session as required by Section 36-25A-7(b).
“(4) That, other than a claim under subdivisions (1) through (3), the defendants intentionally violated other provisions of this chapter.”

Section § 36-25A-9(c) provides, in pertinent part, that,

“[i]f the court finds that the plaintiff has met its initial burden of proof as required in subsection (b) at the preliminary hearing, the court shall establish a schedule for discovery and set the matter for a hearing on the merits.”

An appellate court reviews de novo a trial court’s determination as to whether a plaintiff presented substantial evidence of one or more claims under the Act at the preliminary hearing. Wilson v. City Council of Saraland, 72 So.3d 1190, 1193 (Ala.2011).

Discussion

I.

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Bluebook (online)
98 So. 3d 30, 2012 WL 1071632, 2012 Ala. Civ. App. LEXIS 81, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lambert-v-mcpherson-alacivapp-2012.