Oregonians for Sound Economic Policy, Inc. v. State Accident Insurance Fund Corp.

69 P.3d 742, 187 Or. App. 621, 2003 Ore. App. LEXIS 626
CourtCourt of Appeals of Oregon
DecidedMay 15, 2003
Docket00C-15769; A114043
StatusPublished
Cited by14 cases

This text of 69 P.3d 742 (Oregonians for Sound Economic Policy, Inc. v. State Accident Insurance Fund Corp.) is published on Counsel Stack Legal Research, covering Court of Appeals of Oregon primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Oregonians for Sound Economic Policy, Inc. v. State Accident Insurance Fund Corp., 69 P.3d 742, 187 Or. App. 621, 2003 Ore. App. LEXIS 626 (Or. Ct. App. 2003).

Opinion

*623 LANDAU, P. J.

ORS 656.702(1) provides that “[t]he records of the State Accident Insurance Fund Corporation, excepting employer account records and claimant files, shall be open to public inspection.” Invoking that statute, plaintiff Oregonians for Sound Economic Policy, Inc. (OSEP), requested that the State Accident Insurance Fund Corporation (SAIF) disclose certain documents other than employer account records and claimant files. SAIF declined to disclose all of the records requested, claiming additional exceptions contained in the Public Records Law, ORS 192.410 to 192.505. 1

OSEP then initiated this action for a declaration that it is entitled to the requested documents pursuant to ORS 656.702(1). The trial court entered summary judgment in favor of OSEP and declared that it is entitled to the requested documents. SAIF appeals, arguing that (1) the declaratory judgment action should have been dismissed because OSEP failed to exhaust remedies available to it under the Public Records Law, which SAIF contends provides the exclusive remedy for obtaining an order compelling disclosure of a public record; and (2) in any event, summary judgment should have been entered in favor of SAIF because the requested documents are subject to exemptions that, although not stated in ORS 656.702(1), nevertheless are applicable under the Public Records Law. OSEP responds that (1) the trial court correctly denied SAIF’s motion to dismiss because the Public Records Law is not the exclusive remedy for obtaining an order to disclose public records; and (2) the exceptions that SAIF invokes do not apply to requests filed pursuant to ORS 656.702(1). We agree with OSEP on both points and affirm.

*624 I. FACTUAL BACKGROUND

The relevant facts are not in dispute. On January 21, 2000, OSEP delivered a written request to SAIF to inspect various documents, including minutes of meetings of SAIF’s board of directors, correspondence relating to declarations of dividends, documents relating to any SAIF dividend policy, documents concerning circumstances in which dividends for policyholders exceed the premiums paid by policyholders, and other related documents. OSEP did not request any employer account records or claimant files.

On January 24, SAIF responded that it was “duly processing” the request, but, because of the breadth of the request, it would require advance payment for copying expenses. SAIF also stated that it would not produce many of the requested documents because they are subject to exemptions from disclosure under the Public Records Law.

The following day, OSEP replied that it was requesting the records pursuant to ORS 656.702(1) and that, therefore, the exemptions contained in the Public Records Law do not apply. There followed an exchange of letters reiterating the parties’ positions concerning the applicability of certain exemptions contained in the Public Records Law. SAIF ultimately invited OSEP to “complain to the Attorney General or to try to complain to a court.” In the meantime, SAIF stated that it did not intend to disclose documents that it considered subject to the claimed exemptions. As for the balance of the requested documents, SAIF explained that it would not comply until it received payment of more than $50,000 for expenses.

OSEP petitioned the Attorney General for a determination whether its request had been lawfully denied. On May 11, 2000, the Attorney General issued a letter in response to the petition. The letter stated that SAIF had constructively denied OSEP’s request for documents that SAIF considers to be exempt from disclosure, but that SAIF is generally entitled to rely on exemptions contained in the Public Records Law. In addition, the letter stated that the legal question whether SAIF is entitled to claim those exemptions is ripe for decision, but that the applicability of any particular *625 exemption must await SAIF’s more complete review of the requested documents.

OSEP then initiated this action. It asserted two claims, one for violation of the Public Records Law and the other for a declaratory judgment, pursuant to ORS 28.010 and ORS 28.020, that ORS 656.702(1) requires SAIF to disclose the documents that OSEP requested.

SAIF moved to dismiss both claims. SAIF argued that the claim for violating the Public Records Law failed as a matter of law because OSEP had failed to exhaust remedies available to it under that law. SAIF argued that the claim for declaratory relief likewise failed because the Public Records Law is the exclusive means by which to obtain an order requiring production of a public record. The trial court agreed with SAIF as to the first claim and ordered it dismissed. The trial court denied SAIF’s motion as to the second claim, however.

Both parties moved for summary judgment on the declaratory judgment claim. SAIF argued that it is entitled to invoke various exemptions set out in ORS 192.501 and ORS 192.502, 2 while OSEP argued that ORS 656.702(1) includes no reference to any exemptions other than those for employer account records and claimant files, records that OSEP had not requested. The trial court agreed with OSEP and entered a judgment dismissing the first claim and granting the following declaratory relief on the second claim:

“1. The court declares that the exemptions contained within ORS 192.501 and 192.502 are not applicable to the records request which has been made by the plaintiff under ORS 656.702.
“2. The court further declares that defendant may not deny plaintiffs records request, or any portion thereof, based upon the exemptions contained in ORS 192.501 and 192.502.”

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Cite This Page — Counsel Stack

Bluebook (online)
69 P.3d 742, 187 Or. App. 621, 2003 Ore. App. LEXIS 626, Counsel Stack Legal Research, https://law.counselstack.com/opinion/oregonians-for-sound-economic-policy-inc-v-state-accident-insurance-fund-orctapp-2003.