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94-94CITY OF OTSEGO COUNTY OF WRIGNT STATE OF KINNESOTA RESOLUTION NO. 94-94 A RESOLUTION ADOPTING A DATA PRIVACY ACT MANUAL AND APPOINTING A RESPONSIBLE AUTHORITY WHEREAS, the City of Otsego has drafted a Data Privacy Act manual for the City of Otsego employees to delineate the difference between private and public data for purposes of determining what data is immediately available to the public, and procedures for dissemination of such data, pursuant to Minn. Stat. 13.03, subd. 2. WHEREAS, the Minnesota Government Data Practices Act, Minnesota Statute 13.02, subd. 16, defines "responsible authority" as "the individual responsible for the collection and use, and dissemination of any set of data on individuals, government data, or summary data, unless otherwise provided by state law," and states that such an individual must be appointed by the governing body. NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF OTSEGO: 1. The City of Otsego adopts the Data Privacy Manual dated .T„ u ?emu , 1994. 2. The City of Otsego appoints Elaine Beatty, Otsego Deputy City Clerk and Zoning Administrator, the "responsible authority" for the City of Otsego in those matters related to government data. This resolution is adopted by the Otsego City Council this2�.TH day of July, 1994. Motion for adoption made be Councilperson Rnn Rlank and seconded by Councilperson Doug Lindenfelser In favor:' Norman F Freske, Doug Lindenfelser, Floyd Roden, Larry Fournier, and Ron Black Opposed: NONE Norm reske, Mayor NORMAN F FRESKE, MAYOR rome Pei Arlt:,City- Clerk DATA PRIVACY MANUAL CITY OF OTSEGO I, CONTENTS GENERAL POLICY STATEMENT . . . . . . . . . . . . . . . . . . 1 POLICY MANUAL AUTHORITY AND USE . . . . . . . . . . . . . . . 1 General Requirements . � . 2 Definitions. . . . . . . . . . . . . . . . . 00 2 Public data . . . . . . . . . . . . . . . . 2 Public data on individuals . . . . . . 2 Nonpublic data . . . . . 2 Protected nonpublic data . . 2 Private data on individuals . . 2 Confidential data on individuals . . . 2 Temporary Classification . . . . . . 3 Duty of City . . . . . . . . . . . . . . . . . . . . . . . . 3 DataCategories 0 0 . . 0 . . . . . . . . . . . . . . 3 Standards for Collection and Use . . . . . . . . . . . . 3 Limits on Collection and Use . . . . . . . . . . . . 3 Dissemination of Private Data on Individuals 4 Protection of Private and Confidential Data on individuals 4 Requests for Data . 4 Public Data . . . . . . . . . . . . . . . . . . . . . 4 Private Data 5 Data on Decedents 5 City Attorney Data 6 Benefit Data . . . . . . . . . . . . . . . . . . . . . . . . 6 Public Data . . . . 6 Private Data . . . . . . . . 6 Elected Officials, Correspondence 6 General Nonpublic Data . 7 Security Information 7 Trade secret information 7 Labor relations information 7 Classification . . . . . 7 Public data (7); Nonpublic/private data (7) Civil Litigation/Investigative Data . . 7 Protected Nonpublic Data . . 8 Public data 0 . 0 0 . . . . . . . . . . 8 Licensing Data . . . . . • . 8 Personnel Data 9 Property Complaint Data . . • 10 Employment and Training Data . . . . . . . . . . . . . . . . 10 Appraisal Data to Confidential or Protected Nonpublic Data . . . . 10 Public Data . . . . . . . . . . . . . . . . . . 10 Assessor Data . 10 Generally. . . . . . . . . . . . . . . . . . . . . . . 10 Income Property Assessments . . . . . . 10 Date on Income of Individuals . . . . . . 11 Housing Agency Data 11 Deferred Assessment Data . . . 11 Social Recreation Data . . o . . . . . 11 Homestead Application Data 11 Redevelopment Data . . . . . . . . . . . . . 11 Private Data . . . . 11 Nonpublic Data Elected or Appointed Officials, Financial Disclosure . 11 Economic Assistance Data . . 12 Human Rights Data 12 Opinion by Commissioner of Administration 12 Written Request 12 Cost . . . . 0 13 GENERAL POLICY STATEMENT: It is the policy of the City of Otsego to conform to the requirements of the Minnesota Government Data Practices Act, Minnesota Statute 13.01 et seq. to provide a free flow of public data and to restrict the flow of private and nonpublic data only where necessary for proper government and when authorized by the Minnesota Government Data Practices Act. Government data are presumed public and accessible to the public unless classified otherwise by federal or state law or some temporary classification. POLICY MANUAL AUTHORITY AND USE: Authority* This manual is a policy guide for the employees of the City of Otsego to allow the efficient flow of information with the least restriction possible. It does not constitute an ordinance or regulation but is intended as a policy guide only. Use: this manual should be used by employees of the City of Otsego to guide the release or restriction of information. In cases where the specific type of information of situation is not covered by this manual the responsible employee should seek advice from the City Attorney on the release or restriction of the information. a 1 1 General Requirements: All government data collected, created, received, maintained or disseminated by the City is public unless classified otherwise by statute or pursuant to Minnesota Statute 13.06 and the guidelines contained in this manual. Public data shall be released for inspection or copied upon request by any party authorized to make such request. Charges for copying shall be set in accordance with the actual costs for producing such copies and the policies contained in this manual. 2 Definitions : 2.1 City: The City of Otsego. 2.2 Responsible Authority: An employee or elected official of the City who has been designated by resolution of the City council as the person responsible for control and management of data collected, created, received, maintained or disseminated by the City. 3 Classification: 3.1 Classes: All government data collected, created, received, maintained or disseminated by the City shall be classified as public, public data on individuals, nonpublic, protected nonpublic, private data on individuals or confidential data on individuals. 3.1.1 Public data: Data collected, created, received, maintained or disseminated by the City is presumed public unless classified otherwise according to statute or by temporary classification pursuant to Minnesota Statute 13.06. 3.1.2 Public data on individuals: Data accessible to the public referring to any individual. 3.1.3 Nonpublic data: Data, not on individuals, which is not public and is accessible to the subject of the data by any state or federal statute. 3.1.4 Protected nonpublic data: Data, not on individuals, which is not public and not accessible to the subject of the data by any state or federal statute. 3.1.5 Private data on individuals: Data on individuals which is not public and is accessible to the subject�of the data by any state or federal statute. 3.1.6 Confidential data on individuals: Data on individuals which is not public and not accessible to the subject of the data by any state or federal statute. 2 3.2 Temporary Classification: Data not classified by statute which the City desires to classify shall be treated in the manner described in Minnesota Statute 13.06. If the City desires to temporarily classify data legal advice should be sought as to the possibility for and advisability of such a classification. The preference is to make such data public where possible and such a classification does not infringe any individual rights of privacy. 4 Duty of City: 4.1 Data Categories. The City must maintain and annually update a file or register containing: 1) the name of the City; 2) the name of the responsible authority in the City; 3) the responsible authority's title and address; and 4) a description of each category of record, file or process relating to any private or confidential data on individuals maintained by the City. This file or register shall be public data. Copies of the file or register shall be provided to the State Commissioner of Administration upon request. 4.2 Standards for Collection and Use of Data on Individuals: Collection of data on individuals shall be strictly limited to data necessary for the administration and management of City government and programs. 4.3 Limits on Collection and Use of Data on Indduals: 4.3.1 Purpose for collection: The purpose for collecting any data on individuals must be stated in full to the subject individual at the time of collection. Data collected for a specific purpose can only be used for that purpose. Summary data may be prepared which, by its nature, does not release any private or confidential data on individuals. 4.3.2 Dissemination to authorized parties: Private of confidential data on individuals may be disseminated to individuals or agencies specifically authorized by law to receive such data. The Responsible Authority shall verify that the individual or agency is so authorized by requesting the individual or agency to provide the source of such authority and by verifying that authority prior to release of the data. 4.3.3 Dissemination after consent: Private data on individuals may be disseminated to any person or agency if the individual subject or subjects of the data have given their consent. 3 5 Dissemination of Private Data on Individuals: No Private data on individuals shall be disseminated without either consent or a statutory authorization that has been demonstrated to the satisfaction of the Responsible Authority. Consent to disseminate private data on individuals shall be given by completing an Authorization to Release Private Data, Form DATA-1, Appendix A, Forms. If an agency claims statutory authority the basis of that authority should be cleared through the City Attorney, 6 Protection of Private and Confidential Data on individuals: All records containing private or confidential data on individuals must be retained in a locked or controlled storage area. Access to this storage area should be controlled by the Responsible Authority and restricted to authorized parties. An access log should be kept for all parties provided access to the private records storage area. See Form DATA-2, Appendix A, Forms. 7 Requests for Data: 7.1 Public Data: 7.1.1 Requests: Requests for public data shall be made to the Responsible Authority on Form DATA-3, Appendix A, forms. Data retrieval may require significant time on the part of the City staff thus requests should be made a specifically as possible to limit the involvement of the staff in data retrieval. 7.1.2 Process: upon receipt of a request for public data the Responsible Authority shall review the request an verify that the data is public. If the data is public the Responsible Authority shall grant access to the data at any time during the regular business hours of the City offices. Access shall be restricted only by requirements of safeguarding the data and shall not be excessively intrusive nor limited. 7.1.3 Access for inspection: Inspection of public data shall take place at the City offices. The data must be provided for inspection in the form and manner in which it is filed. Data accessed for inspection shall not be removed from the City offices. 7.1.4 Access for copying: Public data may be copied by the City staff for dissemination. Allowable charges include the actual cost of copies plus the administrative costs, i.e., time spent in the search, copying and collating. Data cannot be removed from the City offices for reproduction at another location unless done by a City employee. 19 7.1.5 Refusal to allow access: If the Responsible Authority determines that the data is not public the Authority shall orally inform the requestor of that fact and provide, in writing, as soon as possible after the request, the reason for the denial and the specific statutory section, temporary classification or specific provision of state or federal law on which the determination was based. If there is a question on the status contact the City Attorney. 7.2 Private Data: A copy of Form DATA-4, Appendix A, Forms, shall be posted in a prominent location in the City offices. 7.2.1 Requests: Requests for private data on individuals shall be made to the Responsible Authority on Form DATA-5, Appendix A, forms. Data retrieval may require significant time on the part of the City staff thus requests should be made a specifically as possible to limit the involvement of the staff in data retrieval. 7.2.2 Access request by subject of data: If the subject of private data on individuals requests access to data on themselves the subject shall initially be informed as to the classification of the data. Upon further request on form DATA-5 the subject shall be shown the requested data. The responsible Authority shall explain the contents and npanina of the data file. After an I individual has bE nformed of i ts n disclosed to that after the initial there is a dispute Minnesota governn 2) new or additic has been collectE private data mayk individual. The data are the samc 8 Data on Decedents: 8.1 Classification: Private or individual who dies becomes data on a decedent. 5 en shown private data and eanin g the data need not be individual for six months disclosure unless: 1) or action pursuant to the ent Data practices Act; or na1 data on the individual d or created. Copies of e provided to the charge for copies of private as public data. confidential data on an private or confidential 8.2 Reclassification: Private or confidential data on decedents becomes public data ten (10) years after the' death of the subject and 30 years after collection of the data. Both of these requirements must be met. 8.3 Access to Private or confidential data on Decedents: The personal representative of the estate of the decedent shall have the same access to the private or confidential data that the subject would have if alive and personally requesting access. The Responsible Authority should request a copy of the appointment or Letters Testamentary granting the personal representative authority to act. A trustee in a wrongful death action shall have such access to appropriate data as ordered by a court of competent jurisdiction. A court of competent jurisdiction may order release of private or confidential data on decedents and the information shall be released in accordance with the order. 9 City Attorney Data: Use, collection, storage and dissemination of data by the City Attorney is governed by the rules of professional responsibility. This is limited to data under the personal control of the City Attorney. See "Civil Litigation" below. 10 Benefit Data: Benefit data includes data on individuals collected or created due to a request for information on, or application for, benefits or services under housing, home ownership, rehabilitation or community action agency programs. 10.1 Public Data: The names and addresses of applicants for and recipients of benefits, aid or assistance through programs administered by the City that are intended to assist with the purchase of housing or other real property are public in nature. 10.2 Private Data: Unless specifically provided for by law all other benefit data is private data on individuals and shall not be disclosed except on order of a court of competent jurisdiction or to an agent of the City or state acting in an investigation or prosecution of a criminal or civil proceeding relating to the administration of the specific program. Such private data on individuals may be released'to the subject upon proper request as stated above. 11 Elected Officials, Correspondence: Correspondence between individuals and elected official is private data on individuals. This data may be made public by either the sender or the recipient. 12 General Nonpublic Data. 12.1 Definitions: 12.1.1 Security Information means government data the disclosure of which would be likely to substantially jeopardize the security of information, possessions, individuals or property against theft, tampering, improper use, attempted escape, illegal disclosure, trespass or physical injury. 12.1.2 Trade secret information means government data, including formula, pattern, compilation, program, device, method, technique or process that. 10 was supplied by the affected individual or organization; and 2) is the subject of efforts by the individual or organization to maintain its secrecy that are reasonable under the circumstances; and 3) derives independent economic value, actual or potential, from being restricted in distribution. 12.1.3 Labor relations information means management positions on economic and noneconomic items that have not been presented during the collective bargaining process or interest arbitration. 12.2 Classification: 12.2.1 Public data: all data not classified below as nonpublic or private data on individuals is public data. 12.2.2 Nonpublic/private data: The following types of data are classified as nonpublic data with regard to data not on individuals and private data on individuals in regard to individuals and shall be treated as such: 1) security information; 2) trade secret information; 3) sealed absentee ballots prior to opening by an election judge; 4) sealed bids, to include the number of bids received, prior to opening of bids; 5) labor relations information. 13 Civil Litigation/Investigative Data: 13.1 Definition: Pending Civil Legal Action includes but is not limited to judicial, administrative or arbitration proceedings. Whether a civil legal action is pending should be determined by the City Attorney. If a question arises on the pending nature of civil legal action request an opinion from the City Attorney. 7 13.2 Protected Nonpublic Data: Data collected by the City as part of an active investigation undertaken for the purpose of commencing or defending a pending civil legal action or which are retained in anticipation of a pending legal action are classified as protected nonpublic data in the case of data not on individuals or confidential in the case of data on individuals. 13.3 Public data: Inactive civil investigative data are public in nature. This includes records of all data collected and the amounts expended on the legal matter. Civil investigative data are inactive when: 13.3.1 a decision has been made not to pursue the civil action; 13.3.2 the time to file a 13.3.3 the right to appeal by either party is exhausted or expired. 13.3.4 the matter is finally determined and the City has decided not to pursue an appeal. 14 Licensing Data: 14.1 Private Data: The following types of data are classified as private or nonpublic data. 14.1.1 Data on license applicants other than their names and addresses, 14.1.2 The identity of complainants who have made reports concerning licenses or applicants which appear in inactive complaint data unless the complainant consents to the disclosure. 14.1.3 The nature or contents of unsubstantiated complaints when information is not maintained in anticipation of legal action. 14.1.4 Inactive investigative data relating to violations of statutes, rules or ordinances. 14.1.5 The record of disciplinary proceedings. 14.2 Confidential Data: Active investigative data relating to any investigation of complaints against any licensee is confidential data. This means that until the investigation is complete the data need not be shown to the subject. There is need for care in this area. The subject has a right to know the reason for the pending disciplinary actin to prepare a defense. The material that is confidential is the specific data gathered by the City during an active investigation, not the general charges and reasons for the action. 0 14.3 Release of Data: Any data classified as private or confidential maybe released to an appropriate agency or person if the Responsible Authority determines that failure to release the data will create a clear and present danger to public heath or safety. This will only occur in isolated circumstances. 15 Personnel Data: Personnel data means data collected on individuals related to that individuals employment with the City or application for such employment. It also includes information on parties who perform professional services, volunteers and independent contractors. 15.1 Public Data: The following personnel data is public for all employees: 15.1.1 Name; 15.1.2 actual gross salary; 15.1.3 salary range; 15.1.4 contract fees; 15.1.5 actual gross pensions; 15.1.E value and nature of employee paid fringe benefits; 15.1.7 15.1.8 15.1.9 15.1.10 15.1.11 15.1.12 basis for and amount of additional renumeration in addition to salary; job title; education and training background; job description; dates of first and last employment; status of complaints and charges against employees; final disposition of disciplinary all supporting documents; work location; work telephone number; 6 honors and awards received; actions and payroll time sheets and time cards except sick or medical leave records; 15.1.18 city and county of residence; 15.1919 veteran status; 15.1.20 relevant test scores; 15.1.21 ranking on eligibility lists; 15.1.22 job history; 15.1.23 work availability. 15.2 Private data: The following data is private data: 15.2.1 Names of applicants unless certified to a fist of finalists for a job. Finalists are those selected for interview. 15.2.2 All personnel data not listed above is private data that may be released on court order. 15.2.3 All data on undercover law enforcement officers is private data. 9 basis for and amount of additional renumeration in addition to salary; job title; education and training background; job description; dates of first and last employment; status of complaints and charges against employees; final disposition of disciplinary all supporting documents; work location; work telephone number; 6 honors and awards received; actions and payroll time sheets and time cards except sick or medical leave records; 15.1.18 city and county of residence; 15.1919 veteran status; 15.1.20 relevant test scores; 15.1.21 ranking on eligibility lists; 15.1.22 job history; 15.1.23 work availability. 15.2 Private data: The following data is private data: 15.2.1 Names of applicants unless certified to a fist of finalists for a job. Finalists are those selected for interview. 15.2.2 All personnel data not listed above is private data that may be released on court order. 15.2.3 All data on undercover law enforcement officers is private data. 9 15.3 Labor Organizations: Data may be released to labor organizations as necessary to conduct elections of notify employees of their fair share of assessments. 16 Property Complaint Data: The identity of individuals registering complaints with the City concerning violations of state law or City ordinances concerning the use of real property are confidential. This includes complaints of the presence of a nuisance. 17 Employment and Training Data: Data collected on individuals concerning application or enrollment in a training program run or administered by the City is private data on individuals. 18 Appraisal Data: 18.1 Confidential or Protected Nonpublic Data: Estimated or appraised values of individual parcels of real property which are made by the City or an independent contractor working for the City for the purpose of selling or acquiring land through purchase or condemnation is confidential or protected nonpublic data. 18.2 Public Data: The above data becomes public if and when: 18.2.1 negotiating parties exchange appraisals; 18.2.2 data is submitted to a court appointed condemnation commissioner; 18.2.3 data are presented in court in condemnation proceedings; 18.2.4 negotiating parties enter into an agreement for the purchase and sale of property. 19 Assessor Data: this applies to all data collected by the City or any party contracted with the City to collect such data. 19.1 Generally: Data contained on sales sheets received from private multiple listing services is considered private or nonpublic where the contract with the private organization requires the City to refrain from releasing the data. 19.2 Income Property Assessments: The following data are classified as private or nonpublic: 19.2.1 detailed income and expense figures for the current year and the previous three years; 19.2.2 average vacancy figures for the previous three years; 19.2.3 verified net rentable areas or net usable areas; 19.2.4 anticipated income and expenses for the current year; 10 19.2.5 projected vacancy rates for the current year. 19.3 Date on Income of Individuals or Businesses: Information on individuals or businesses gathered to determine eligibility of property for classification under Minnesota Statute 273.13, Subdivision 25 (c) as property used for housing for the elderly or for low income families is private data on individuals. 20 Housing Agency Data: Income information on individuals collected and maintained by any housing agency to determine eligibility for classification Minnesota Statute 273.13, Subdivision 25 (c) as property used for housing for the elderly or for low income families is private data on individuals. 21 Deferred Assessment Data: any data collected by the City which indicates the amount or location of cash or valuable property kept in homes of applicants for deferred assessment are private data. 22 Social Recreation Data:. Any data describing the health or medical condition of an individual, family relationships and I living arrangements or opinions as to the emotional makeup or behavior of an individual which is collected and maintained by the City for the purpose of enrolling in any recreational or social program is private data. 23 Homestead Application Data: The social security account numbers and detailed financial data submitted by individuals applying for a class 1b homestead classification is private data. 24 Redevelopment Data: 24.1 Private Data: The names and addresses of individuals and legal descriptions collected in surveys conducted by the City for the purposes of planning, development or redevelopment are classified as private data. 24.2 Nonpublic Data: The names, addresses and legal descriptions of business properties and the commercial use of the property to the extent its disclosure would identify any particular business which are collected in surveys conducted by the City for the purposes of planning, development or redevelopment are classified as nonpublic data. 25 Elected or Appointed Officials, Financial Disclosure: Financial disclosure statements of any elected or appointed official which is required to be filed with the City are public data. 26 Economic Assistance Data: The following data collected by the City during its administration of any economic assistance program are classified as nonpublic data. 26.1 Application data, except company names, addresses and other data that will identify the applicant until the application is approved by the City. 26.2 Application data, except company names, addresses and other data that pertain to companies whose applications have been denied. 26.3 Attachments to applications including but, not limited to, business and personal financial records, until the application is approved, 26.4 Income tax returns, either personal or corporate, that are filed by applicants. 26.5 Correspondence between program administrators and the applicant until the application has been approved or denied, 27 Human Rights Data: Data maintained that referrers to any human rights investigative data or otherwise maintained by any Human Rights Department of the City is administered according to Minnesota Statute 363. If any data of this type is gathered contact the City Attorney for guidance. 28 General Statutory Guide: See Appendix B for a copy of Minnesota Statute 13.99, Other government Data Provisions which provides a cursory guide to some of the statutory provisions controlling data. 29 Opinion by Commissioner of Administration: The legislature has directed the Commissioner of Administration to give written opinions on questions relating to public access to government data, the rights of subjects of data or classification of data. There are some limits on the requests for these opinions. The City Attorney should be consulted prior to making the request to determine if the Commissioner may give an opinion in the area desired. 29.1 Written Request: The request must be made in writing from the City or a person who disagrees with a determination of the City relative to data classification. 29.2 Issuance of Opinion: The Commissioner may decline to give an opinion within 5 days of receipt of the request. If the request is not denied the Commissioner is supposed to issue the opinion within 20 days of receipt of the request. There is provision for one 30 day extension on notice from the Commissioner. 12 29.3 Status of Opinion: The Commissioner's opinions are secondary to Attorney Generals opinions and are not binding but they must be given deference by courts. This provides some protection for the City if it complies with the opinion. There is also a shield provided against compensatory and exemplary damages if the City complies with an opinion of the Commissioner. 29.4 Cost: The cost of a Commissioners opinion is set at $200.00. 13