Okaloosa County BOCC — April 7, 2015 — Public Records Request Policy Rev. 2015

1. PUBLIC RECORDS REQUEST POLICY ‘21 Baard of County Commiss(oanre Q PURPOSE The purpose of this Public Records Request Policy is to provide guidance to Okaloosa County departments on how to coordinate a public records request from any entity making that request and ensure all requests comply with Chapter 119 of the Florida Statutes, also known as the “Public Records Act.” POLICY This policy is to provide guidelines and overall general procedures countywide. Directors will inform all affected employees within their work areas of this policy and its requirements. The Risk Management Office will be designated as the County’s Public Records Coordinator for all public records requests. Selected County employees from each County department will act as Public Records Custodians for their respective departments and assist the Coordinator where necessary. County departments should know and train their employees on what public records are available in their department and what sensitive information those records may contain. DEFINITIONS 31. What is a Public Record? 3.1.1. Section 119.011(11). F.S., defines “public records” to include: 31.4.4. all documents, papers letters maps, books, tapes, photographs, films, sound recordings, data processing software, or other material, regardless of the physical form, characteristics or means of transmission, made or received pursuant to law or ordinance or in connection with the transaction of official business by any agency. 3.1.2. Through case law, the courts have interpreted a true determining factor for a public record as those records that “perpetuate, communicate, or formalize knowledge.” Rogers v. Hood, 906, So. 2d, 420 (Fla. 1979). 4. PROCEDURES When a County employee receives a public records request, the following procedures will apply: 4.1. Notify the Risk Manager (Public Records Coordinator) of the public records request and provide a copy of any written request. 42. Notification to Risk Management should be done as soon as possible but no later than 2 days from receipt. 43. Ifthe request is verbal, write down as much information regarding the request as possible i.e., person making the request including contact information, what documents are being requested and any specific information such as dollar amount threshold, delivery expectations, time expectations, etc. 44. NOTE: A public records request does not have to be in writing as a prerequisite for completing a request. 45. Once Risk Management has received your information, please be prepared to assist the Risk Manager with coordination and compilation of requested records. 46. The Risk Manager will direct and provide all correspondence to the requestor of the records unless arrangements are made between the Risk Manager and the department possessing the public records. 47. The Risk Manager will maintain communication with the County department’s public records custodian possessing the public records through to completion and will notify the department when all aspects of the public records request have been satisfied. 48. Information Systems must be notified in order to ensure backups are made for those public records requests that become and/or are made on behalf of litigation. 49. If litigation is pending or reasonably anticipated, records relating to that litigation should not be disposed of in any manner and Risk Management should be provided notice. The Risk Manager will provide notice when it is permissible to dispose of records relating to litigation. 4.10. “Standing” public records requests. The County cannot honor public records requests that demand future copying or production (i.e., “please forward all future meeting minutes...”). The Public Records Act requires production of present documents that are available and does not contain provisions to require a custodian to foresee the future as future documents may or may not be generated. 5. EXCEPTIONS TO PUBLIC RECORDS INFORMATION 5.1. Although