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Cooper v. Bales

Supreme Court of South Carolina
Mar 17, 1977
268 S.C. 270 (S.C. 1977)

Summary

holding sections of FOIA must be harmoniously construed to preclude disclosure of minutes of executive sessions

Summary of this case from Brock v. Town of Mount Pleasant

Opinion

20387

March 17, 1977.

Jean Hoefer Toal, and Jay Bender, of Belser, Baker, Belser, Barwick Toal, Columbia, for Appellants, cite: As to the Respondents' having violated the "open records" provisions of the Freedom of Information Act by adopting policies and procedures which limit access by the public to documents and records containing information related to the conduct of the public's business, including the school district budget, agenda materials in support of recommendations presented to the board and the minutes of executive session meetings: 7 Pac. L.J. 105; 66 Am. Jur.2d Records and Recording Laws, § 15; 1970 Op. Atty. Gen. 83; 2 Strob. L. 250; Act No. 1396 Acts and Joint Resolutions of South Carolina (1972), Sec. 3; § 6255 Cal. Govt. Code; 180 S.C. 491, 186 S.E. 395; 68 Nw. U.L. Rev. 480; 82 C.J.S., Statutes, § 345; 223 S.E.2d 415; K. Davis, Administrative Law Treatise, § 3A.21; § 21-226 Code of Laws of South Carolina (1962); Dreher, A Guide to Evidence Law in South Carolina, 26. As to the Respondent's having violated the "open meeting" provisions of the South Carolina Freedom of Information Act by discussing in an executive session meeting a request for a public document, by adopting policies and procedures which attempt to create grounds for closed meetings not authorized by the act, and substituting an irregular procedure for entering into executive session, and by disseminating notices of public meetings which contain deceptive or misdescriptive agenda item headings: 75 Harv. L. Rev. 1199; 25 Ariz. L. Rev. 891. As to being afforded injunctive relief to prevent future violations: Section 6 of the South Carolina Freedom of Information Act; 218 S.E.2d 881; Fla. Stat. Ann. § 286.011 (2); 220 So.2d 470.

Francis P. Mood, Esq., of Boyd, Knowlton, Tate Finlay, Columbia, for Respondents, cites: As to the Trial Court's not having erred and the Respondents not having violated the "open records" section of the Freedom of Information Act: 219 S.C. 438, 65 S.E.2d 665; 180 S.C. 491, 186 S.E. 395; Act No. 1396 of the General and Permanent Laws of S.C. -1972, Section 2; 114 F.2d 255; 212 S.C. 337, 47 S.E.2d 788; 221 S.C. 255, 70 S.E.2d 228; 207 S.C. 1, 35 S.E.2d 42; 139 S.C. 107, 137 S.E. 211; 244 S.C. 308, 136 S.E.2d 778; 143 S.C. 104, 141 S.E. 181; 178 F.2d 735; 204 S.C. 37, 28 S.E.2d 535; 143 S.C. 104, 141 S.E. 181; 87 S.C. 102, 68 S.E. 1054; 200 S.C. 363, 20 S.E.2d 813; 207 S.C. 1, 35 S.E.2d 42.

H. Page Dees. Esq., of Zeigler, Dees McEachin, Florence, for Amicus Curiae, cites: As to the Court's having erred in failing to find that the policy, procedure, and conduct of Respondents in denying the public, including the press, access to documents and records related to the public's business violated the South Carolina Freedom of Information Act: Freedom of Information Act, South Carolina Code of Laws 1962, as amended, § 1-20 et seq.; 218 S.E.2d 881; § 21-226, South Carolina Code of Laws, 1962.


March 17, 1977.


Appellants instituted this class action seeking injunctive relief under the South Carolina Freedom of Information Act (FOIA). § 1.20 et seq., Code of Laws (1975 Cum. Supp.). The trial judge refused injunctive relief resolving all issues against the appellants. We affirm.

Appellants are citizens and residents of Richland County who allege violations of FOIA by the Board of School Commissioners of Richland County School District Number One and members of the District's administrative staff. The first three alleged violations pertain to the "open records" section of FOIA.

"Except as otherwise specifically provided by laws now in effect, or laws hereafter enacted to provide otherwise, all public records, as defined in § 1-20.1, shall be open to inspection and copying during the regular business hours of the custodian of the records." § 1-20.2, Code of Laws (1975 Cum. Supp.).

The initial challenged Board policy and procedure relates to the dissemination of materials prepared by Board members or district staff members. Statements regarding items being placed on the agenda for a Tuesday Board meeting must be submitted to the district office by the preceding Thursday evening. During this interval, informational data is assimilated, packets are mailed to Board members for their review, the agenda is prepared, and the public is notified of items scheduled for discussion.

The trial court found that such items prepared by the Board members were the work product of the member submitting it and Board policy accorded him the right to release the materials prior to the Board meeting. Otherwise, the material is entirely disclosed at the subsequent meeting and published agenda advises the public of the items to be discussed.

"The time and date of release for agenda materials shall be at the discretion of the author, or if no time and date are specified, the release shall be the same time and date as that of the meeting at which the materials are to be presented." Release of Board Agenda Materials Procedures, May 27, 1975.

The trial court correctly noted that from Friday to Tuesday the Board members are able to adequately reflect on the issues, prepare for the meeting, assess his position, and modify or withdraw his stance prior to a public pronouncement.

Mandatory immediate disclosure of the proposed statements would discourage the free flow of innovative proposals and the flexibility of open-mindedness. Board members would be forced to take public stands on issues without the benefit of input from fellow members, staff prepared informational data, and public sentiment. Not all ideas are meritorious; fresh thought should not be stymied by premature public posture on the subject. The present Board policy allows the author of an agenda item to disclose his position if he so desires. Those who are not so steadfast in their convictions should not be forced to immediately reveal initial sentiments which are subject to modification or reversal.

Most items affecting substantial public interest require two readings before any action is taken on them. As indicated by the trial court, mandatory disclosure of these statements would not best serve the public interest particularly in light of the short interval during which these materials are not made public. We agree that FOIA is not violated by this Board policy. § 1-20.1, Code of Laws (1975 Cum. Supp.).

The superintendent may also publicly release his material, prepared prior to the Board meeting, pursuant to the Board policy. The trial court found that all agenda material prepared by the superintendent is used in administrative briefings. Executive sessions are authorized for the purpose of administrative briefings of the Board. § 1-20.3, Code of Laws (1975 Cum. Supp.). It necessarily follows that such materials are not subject to mandatory public disclosures.

Violation of FOIA is next asserted in the Board's refusal to release a copy of the proposed school budgets under consideration. The trial court found that these documents were incomplete working papers utilized for staff administrative briefings on proposals and revisions of budget items. The papers also contained personnel matters such as possible job eliminations, reassignment of positions, and salary calculations. As administrative briefing material and privileged subject matter, the proposed budgets are protected by FOIA. § 1-20.3, Code of Laws (1975 Cum. Supp.).

Appellants also unsuccessfully sought access of the Board's executive session minutes through discovery motions. Part of the minutes were released but, after an in camera inspection, the trial court held that the remainder of the minutes involved legal advice protected by the attorney-client privilege and FOIA. § 1-20.3, Code of Laws (1975 Cum. Supp.); South Carolina State Highway Department v. Booker, 260 S.C. 245, 195 S.E.2d 615 (1973).

All sections of FOIA must be harmoniously construed. Bradford v. Byrnes, 221 S.C. 255, 70 S.E.2d 228 (1952); Caughman v. Columbia Y.M.C.A., 212 S.C. 337, 47 S.E.2d 788 (1948). Section 1-20.3 would be rendered meaningless if Section 1-20.2 was construed to publicize all matters discussed in executive sessions. Authorized closed meetings with mandated revelation of the records of such meetings would produce an irreconcilable and nonsensical result and we refuse to apply such an interpretation.

The final four alleged violations relate to the "open meetings," section of FOIA.

"Except as otherwise specifically provided by law, all meetings, formal or informal, special or regular, of each public agency of the State shall be open to the public." § 1-20.3, Code of Laws (1975 Cum. Supp.).

Appellants protest the Board's policy authorizing the Board to meet in "executive sessions" and "study sessions" in which public participation is curtailed. The trial court found that while the terminology varied, all authorized extraordinary sessions were tantamount to administrative briefing sessions.

No action is taken in these sessions. All administrative briefings may be held in executive session. § 1-20.3 (b) (1), Code of Laws (1975 Cum. Supp.). However, the Board has adopted more stringent standards holding closed administrative briefing sessions only when the subject matter being discussed otherwise qualifies for executive session. We agree with the trial court that the spirit and purpose of FOIA is not violated, but enhanced.

The propriety of the Board's consideration of a request for the proposed budget in executive session is next questioned by the appellants. The trial court found that because of the privileged items in the budget, the Board could discuss the implications of the release of this information in executive session. We agree.

The final two issues presented are moot and need not be discussed.

Affirmed.

LEWIS, C.J., and LITTLEJOHN, RHODES and GREGORY, JJ., concur.


Summaries of

Cooper v. Bales

Supreme Court of South Carolina
Mar 17, 1977
268 S.C. 270 (S.C. 1977)

holding sections of FOIA must be harmoniously construed to preclude disclosure of minutes of executive sessions

Summary of this case from Brock v. Town of Mount Pleasant

holding sections of FOIA must be harmoniously construed to preclude disclosure of minutes of executive sessions

Summary of this case from Brock v. Town of Mount Pleasant

holding sections of FOIA must be harmoniously construed to preclude disclosure of minutes of executive sessions

Summary of this case from Brock v. Town of Mount Pleasant

stating authorized closed meetings with mandated release of records of such meetings would be nonsensical

Summary of this case from Hall v. Broadlawns Med. Ctr.
Case details for

Cooper v. Bales

Case Details

Full title:Ellen COOPER et al., Appellants, v. Joe E. BALES et al., Respondents

Court:Supreme Court of South Carolina

Date published: Mar 17, 1977

Citations

268 S.C. 270 (S.C. 1977)
233 S.E.2d 306

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