ENGR. H. A. to ENGR. S. B. NO. 970 Page 1 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 ENGROSSED HOUSE AMENDME NT TO ENGROSSED SENATE BILL NO . 970 By: Floyd of the Senate and Boles of the House An Act relating to the Oklahoma Open Records Act; amending 51 O.S. 2011, Sections 24A .3, as amended by Section 2, Chapter 266, O.S.L. 20 14, 24A.7, as amended by Section 1, Chapter 130, O.S.L. 2014 and 24A.10, as last amended by Section 1, Chapter 197, O.S.L. 2018 (51 O.S. Supp. 2020, Sections 24A.3 , 24A.7 and 24A.10), which relate to definitions, personnel records and voluntarily supplied information; modifying definition; allowing confidentiality of pe rsonnel records at the sole discretion of public body; requiring confidentiality for certain voluntar ily provided information; updating statutory reference; and providing an effective date. AUTHOR: Remove Representative Boles as principal House author and substitute with Representative Townley Add the following House coauthor: Provenzano AMENDMENT NO. 1. Page 3, line 20, delete the inserted language beginning with the wo rds "a state agency" through the inserted word "information" on line 24 and replace with the following: "an agency or entity of the st ate or a political subdivision to obtain licensure under the laws of this state or a political subdivision that contains an applican t's personal address, personal ENGR. H. A. to ENGR. S. B. NO. 970 Page 2 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 phone number, personal electronic mail address or othe r contact information. Provided, however, lists of perso ns licensed, the existence of a license of a person, or a business or commercial address, or other business or com mercial information disclosable under state law submitted with an application for lic ensure shall be public record" and amend title to conf orm Passed the House of Representatives the 27th day of April, 2022. Presiding Officer of the House of Representatives Passed the Senate the ____ day of _______ ___, 2022. Presiding Officer of the Senate ENGR. S. B. NO. 970 Page 1 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 ENGROSSED SENATE BILL NO. 970 By: Floyd of the Senate and Boles of the House An Act relating to the Oklahoma Open Records Act; amending 51 O.S. 2011, Sections 24A .3, as amended by Section 2, Chapter 266, O.S.L. 2014 , 24A.7, as amended by Section 1, Chapter 130, O.S.L. 2014 and 24A.10, as last amended by Section 1, Chapter 197, O.S.L. 2018 (51 O.S. Supp. 2020, Sections 24A.3 , 24A.7 and 24A.10), which relate to definitions, personnel records and voluntarily supplied information; modifying definition; allowing confidentiality of personnel records at the sole discretion of public body; requiring confidentiality for certain voluntar ily provided information; updating statutory reference; and providing an effective date. BE IT ENACTED BY THE PEOPLE OF THE STATE OF OKLAHOMA: SECTION 1. AMENDATORY 51 O.S. 2011, Section 24A.3, as amended by Section 2, Chapter 266, O.S.L. 2014 ( 51 O.S. Supp. 2020, Section 24A.3), is amended to read as follows: Section 24A.3. As used in the Oklahoma Open Records Act: 1. "Record" means all documents, including, but not limited to, any book, paper, photograph, microfilm, data fi les created by or used with computer software, computer tape, disk, record, sound recording, film recordi ng, video record or other material regardless of physical form or characteristic, created by, received by, under ENGR. S. B. NO. 970 Page 2 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 the authority of, or coming into the c ustody, control or possession of public officials, public bodies, or their representatives in connection with the transaction of public business, the expenditure of public funds or the administering of public property. "Record" does not mean: a. computer software, b. nongovernment personal effects, c. unless public disclosure is required by other laws or regulations, vehicle movement records of the Oklahoma Transportation Authority obtained in connection with the Authority's electronic toll collection syst em, d. personal financial information, credit reports or other financial data obtained by or submitted to a public body for the purpose of evaluating credit worthiness, obtaining a license, permit , or for the purpose of becoming qualified to contract with a public body, e. any digital audio/video recordings of the toll collection and safeguarding activities o f the Oklahoma Transportation Authority, f. any personal information provided by a guest at any facility owned or operated by the Oklahoma Tourism and Recreation Department or the Board of Trustees of the Quartz Mountain Arts and Conference Center and Natu re ENGR. S. B. NO. 970 Page 3 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 Park to obtain any service at the facility or by a purchaser of a product sold by or through the Oklahoma Tourism and Recreation Department or the Q uartz Mountain Arts and Conference Center and Nature Park, g. a Department of Defense Form 214 (DD Form 2 14) filed with a county clerk, including any DD Form 214 filed before July 1, 2002, or h. except as provided for in Section 2 -110 of Title 47 of the Oklahoma Statutes, (1) any record in connection with a Motor Vehicle Report issued by the Department of Pub lic Safety, as prescribed in Section 6 -117 of Title 47 of the Oklahoma Statutes, or (2) personal information within driver records, as defined by the Driver's Privacy Protection Act, 18 United States Code, Sections 2721 through 2725, which are stored and m aintained by the Department of Public Safet y, or i. any portion of any document or information provided to a state agency or entity to obtain licensure under the laws of this state or a political sub division that contains an applicant's personal address, phone number, electronic mail address or other contact information; ENGR. S. B. NO. 970 Page 4 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 2. "Public body" shall include, but not b e limited to, any office, department, board, bureau, commissi on, agency, trusteeship, authority, council, committee, trust or any entity cr eated by a trust, county, city, village, town, township, district, school district, fair board, court, executive offi ce, advisory group, task force, study group, or any subdivision thereof, supported in whol e or in part by public funds or entrusted with th e expenditure of public funds or administering or operating public property, and all committees, or subcommittees the reof. Except for the records required by Section 24A.4 of th is title, "public body" does not mean judges, justices, the Council on Judicia l Complaints, the Legislature, or legislators; 3. "Public office" means the physical locatio n where public bodies conduct business or keep records; 4. "Public official" means any official or employee of an y public body as defined herein; and 5. "Law enforcement agency" means any public body charged with enforcing state or local criminal laws an d initiating criminal prosecutions, including, but not limited to, police departments , county sheriffs, the Depart ment of Public Safety, the Oklahoma State Bureau of Narcotics and Dangerous Drugs Control, the Alcoholic Beverage Laws Enforcement Commission, and the Oklahoma State Bureau of Investigation. ENGR. S. B. NO. 970 Page 5 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 SECTION 2. AMENDATORY 51 O.S. 2011, Section 24A.7, as amended by Section 1, Chapter 130, O.S.L. 2014 (51 O.S. Supp. 2020, Section 24A.7), is amended to re ad as follows: Section 24A.7. A. A At the sole discretion of the public body, a public body may keep personnel records confidential: 1. Which relate to internal personnel inv estigations including examination and selection material for employment, hiring , appointment, promotion, d emotion, discipline, or resignation; or 2. Where disclosure would constitute a clear ly unwarranted invasion of personal privacy such as employee eval uations, payroll deductions, employment applications submitted by persons not h ired by the public body, and transcripts from insti tutions of higher education maintained in the personnel files of certified public school employees; provided, however, that no thing in this subsection shall be construed to exempt from disclosure the degre e obtained and the curriculum on the transcripts of certified public school employees. B. All personnel records not specifically falling wit hin the exceptions provided in subse ction A of this section shall be available for public inspection and copying in cluding, but not limited to, records of: 1. An employment application of a person who becomes a public official; 2. The gross receipts of p ublic funds; ENGR. S. B. NO. 970 Page 6 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 3. The dates of employ ment, title or position; and 4. Any final disciplinary action resulting in los s of pay, suspension, demotion of position, or termination. C. Except as may otherwise be made confidential by statute, an employee of a public body shall have a right of acces s to his own personnel file. D. Public bodies shall keep confidential the home address, telephone numbers and social security num bers of any person employed or formerly employed by the publi c body. E. Except as otherwi se required by Section 6 -101.16 of Title 70 of the Oklahoma Statutes, public bodies shall keep confidential all records created pursuant to th e Oklahoma Teacher and L eader Effectiveness Evaluation System (TLE) which identify a current or former public employee and contain any evaluation, obs ervation or other TLE record of such employee. SECTION 3. AMENDATORY 51 O.S. 201 1, Section 24A.10, as last amended by Section 1, Chapter 197, O.S.L. 2018 (51 O.S. Su pp. 2020, Section 24A.10), is amended to read as follows: Section 24A.10. A. Any information, records or other material heretofore voluntarily supplied to any state agen cy, board or commission shall be subject to full disclosure pursuant to Section 24A.1 et seq. of this title. B. If disclosure would give an unfair advantage to competitor s or bidders, a public body may keep confidential records relating to: ENGR. S. B. NO. 970 Page 7 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 1. Bid specifications for competitive bidding prior to publication by the public body; or 2. Contents of sealed bids prior to the opening of bids by a public body; or 3. Computer programs or software but not data thereon; or 4. Appraisals relating to the sale or acq uisition of real estate by a public body prior to award of a contract; or 5. The prospective location of a private business or industry prior to public disclosure of such prospect except for records otherwise open to inspection such as applications for pe rmits or licenses. C. Except as set forth hereafter, the Oklahoma Department of Commerce, the Oklahoma Department of Career and Technology Education, the technology cente r school districts, the Oklahoma Film and Music Office, in stitutions within the Oklah oma State System of Higher Education, and the Department of Corrections may keep confidential: 1. Business plans, feasibility studies, financing proposals, marketing plans, financial statements or trade secrets submitted by a person or entity seeking econ omic advice, business de velopment or customized training from such Departments or sch ool districts; 2. Proprietary information of the business submitted to the Department or school districts for the purpose of business development or customized training, and related confidential ity ENGR. S. B. NO. 970 Page 8 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 agreements detailing the information or records designate d as confidential; and 3. Information compiled by such Departments or school district s in response to those submissions. The Oklahoma Departmen t of Commerce, the Oklahoma Department of Career and Technology Education, the technology center school districts, the Oklahoma Film and Music Office, institutions within the Oklahoma State System o f Higher Education, and the Department of Corrections may not keep confidential that submitted information when and to the extent the person or entity submitting the information consents to disclosure. D. Although they must provide public access to their records, including records of the address, rate paid for s ervices, charges, consumption rates, adjustments to the bill, reasons for adjustment, the name of the person tha t authorized the adjustment, and payment for each customer, public bodies that provide utility services to the public may shall keep confidential and shall redact from any record, personal email addresses, credit information, credit card numbers, telephone numbers, social security numbers, bank account information for individ ual customers, and any portion of any record that contains the name or an y other identifier of the occupants of any residential structure. Public bodies that provide utility services to the public may keep confidential utility supply and utility equipment supply contrac ts for any industrial customer with ENGR. S. B. NO. 970 Page 9 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 a connected electric l oad in excess of two thousa nd five hundred (2,500) kilowatts if public access to such contracts would give an unfair advantage to competitors of the customer; provided that, where a public body perf orms billing or collection services for a utility regulated by the Corporation Commis sion pursuant to a contractual agreement, any customer or individual payment data obtained or created by the public body in performance of the agreement shall not be a rec ord for purposes of this act the Oklahoma Open Records Act. SECTION 4. This act shall become effective November 1, 2021. Passed the Senate the 1st day of March, 2021. Presiding Officer of the Senate Passed the House of Representativ es the ____ day of __________, 2021. Presiding Officer of the House of Representatives