PUBLIC RECORDS VIOLATIONS - AFN



PUBLIC RECORDS VIOLATIONS

|Att. |Page |Original | | | |Received? |

|No. |No. |Request | | | | |

| | |Date | | | | |

| |3 |12/98 |Records |Personnel file |Required to sign form, not allowed to view | |

| | | | | |original records | |

| |5 |1/29/99 |Steven Gluck |Departmental personnel file, |3/2 Bernard |3/10/99 |

| | | | |Sybill Beck | | |

| |7 |3/99 |Steve Prevaux |Records on Sybille Becks’s |Denied they exist |No |

| | | | |request to see her personnel | | |

| | | | |file | | |

| |13 |3/99 |Lisa Hodges |same |Requested five times, $110 estimate |12/99 |

| |19 |3/24/99 |James Terhune |Departmental personnel file | |No |

| |21 |4/99 |Bruce Lulow |Timecards for employee given |8/99 grievance, 10/99 Aust, 10/99 Schaffer |10/99 |

| | | | |leave without pay | | |

| |24 |5/21/99 |Lisa Hodges |Timecards for employee filing |$55 estimate, $25 charge, $24 of it for |No |

| | | | |excessive overtime grievance |excessive labor | |

| | | | |(Ch. 447) | | |

| |28 |11/99 |John Tucker |Personnel database |4/20 Marrin, 6/00 Young, 7/00 Ellis, 8/18 |No |

| | | | | |Poppell, 8/24 Blackwell, 8/30 Blackwell | |

| |58 |1/28/00 |Lisa Hodges |Documents on which counseling |charged $1.95, demanded in advance, finally |Yes |

| | | | |letter was based |refunded | |

| |61 |1/29/00 |Dug Jones |All night shift records | |Partial 2/29 |

| | |2/14/00 |Dug Jones |Utility bills from night shift| |9/00 |

| | | | |pilot | | |

| |70 |4/20/00 |Robin Marrin |Phone and email directory |6/00 Young, 7/00 Ellis, 8/18 Poppell, 9/6/00 |CD and tape |

| | | | | |Poppell, 9/20/00 Poppell (9-track tape unusable| |

| | | | | |and noncompliant), 1/31/01 Poppell | |

| |74 |5/00 |Charles Young |Night shift survey forms | |No |

| |78 |9/7/00 |Greg Marwede |Selection procedures | |No |

| |80 |8/18/00 |David Colburn |Records on appointment of |8/21 Colburn; 8/24 consultation; 8/30 Colburn, |No |

| | | | |night shift committee |Blackwell | |

| |84 |9/27/00 |Dave O’Brien |Night shift files |Jerry Williamson needs my permission to see |9/28 |

| | | | | |them | |

| |86 |2/01 |Sherry Larson |Records regarding Sharon DeSue| |Partial, 04/01 |

| |88 |3/30/01 |Kim Czaplewski |Remainder of DeSue records | |No |

| |91 |3/30/01 |Kim Czaplewski |List of employees for contract| |No |

| | | | |ratification (Ch. 447) | | |

| |100 |6/5/01 |Kim Czaplewski |Personnel policy regarding | |No |

| | | | |performance appraisals | | |

| |106 |9/7/01 |Larry Ellis |OPS records | |Partial (3 |

| | | | | | |Sept. printouts) |

| |112 |10/30/01 |Lisa Hodges |All records in Personnel and | |Partial, none from|

| | | | |VP’s office re: me and | |Conlon or van der |

| | | | |supervisor | |Aa |

| |118 |10/31/01 |Bob Willits |Manual pages listing database | |11/14/01 |

| | | | |files and fields | | |

| |123 |12/13/01 |Larry Ellis |Programs written by IS to | |No |

| | | | |generate CD | | |

| |129 |12/13/01 |Larry Ellis |Records re: Personnel’s | |No |

| | | | |efforts to identify which | | |

| | | | |cloacked records are exempt | | |

| | | | |(cited at 10/18 consultation) | | |

| |133 |1/25/02 |Larry Ellis |Mail received by Larry Ellis | |No |

| | | | |12/14-12/27 and replies | | |

| |135 |1/30/02 |Kris Pagenkopf |Cost of position descriptions |Ellis 3/19/02 |No |

| |141 |1/31/02 |Kris Pagenkopf |HR policy on faxing of records|Ellis 3/19/02 |No |

ATTACHMENT 1

From: Sharon Bauer [mailto:share@]

Sent: Tuesday, November 24, 1998 12:32 AM

To: bernard@nersp.nerdc.ufl.edu

Subject: Personnel Records

On Tuesday, November 17, I had an appointment to view two personnel files at the Personnel office in the Stadium. The receptionist, Natacha Fisher, asked me to produce identification and sign a form. While she has every right to ask, I have the right to decline, which I did, noting the the Attorney General's Government in the Sunshine Manual specifically states that an agency may not require a person to disclose his or her identity. As a result, she refused to allow me to review the records, and I was required to wait 15 minutes for a supervisor, Susan Farrell, who said that "no one else has ever objected" but eventually agreed to allow me to review the files.

However, the records had been copied but not redacted, and I had to wait an additional 15 minutes for them to be prepared. I was surprised to learn that Personnel's procedure is to copy the entire file, redact Social Security numbers with markers, and discard the copies after the review. This results in unnecessary delays as well as unnecessary expense to the taxpayers. The University automatically imposes a delay of, I believe, 2 days in order to view a file. A better alternative would be to cover the numbers in the original file with removable tape (e.g., Post-It Tape), which could be left in place in case of additional reviews, in fact until such time as the number needs to be seen, or could be reused on multiple files. I am asking that:

(1) Personnel's form be revised to specifically state that signing it is optional and that refusal to do so in no way affects the individual's right to review the file. I don't think staff should be required to remember to state this to each requestor.

(2) Personnel use a faster and more cost-effective method of redacting the records.

Thank you.

From: Pamela Bernard[SMTP:PBernard@OAAMAIL.aa.ufl.edu]

Sent: Tuesday, November 24, 1998 5:37 PM

To: 'Sharon Bauer'

Subject: RE: Personnel Records

Dear Ms. Bauer,

Thank you for your note concerning the suggestions for improving the university's response to public records requests in our personnel area.Although we would not meet our mandate of protecting confidential information if the university produced originals for inspection with removable tape over the confidential portions, I think your other suggestions, such as the revisions to the form, are excellent. I will forward them on for review and consideration. I will follow up at the appropriate time.

Thank you for taking the time to write and offer your thoughts. Please don't hesitate to let me know if we can be of further assistance.

Sincerely,

Pam Bernard

From: Sharon Bauer

Sent: Sunday, November 29, 1998 10:27 PM

To: 'Pamela Bernard'

Subject: RE: Personnel Records

I'm sorry to bother you again, but I'm having difficulty understanding how putting removable tape over confidential portions of originals fails to meet your mandate of protecting confidential information. It's always in the public's interest to see the original document--in color, including any faint marks not copyable--rather than a photocopy. Also, copying the entire file results in unnecessary delays as well as unnecessary expense. Is there some administrative rule or AG opinion that you're referring to? Thanks.

From: Pamela Bernard[SMTP:PBernard@OAAMAIL.aa.ufl.edu]

Sent: Wednesday, December 02, 1998 12:57 PM

To: 'Sharon Bauer'

Subject: RE: Personnel Records

Dear Ms. Bauer,

In response to your most recent question, it is my view that a "no peek" honor code for confidential portions of a public record would not meet the university's obligations regarding confidentiality. From time to time persons seeking public record examination are not as honorable as are you, and it is not always easy to tell who is and who is not. Copying an entire file is not necessary in all cases; one needs to copy only such documents which include a legally-required redaction. Thus, I view the approach to redacting exempt portions of a document as a good faith effort of a state agency to balance the need to make non-exempt documents available to the public upon request, while at the same time protecting confidential information as required by law.

In my experience, examination of an original is not always important. In fact, attorneys like myself routinely work from copies in complex litigation. Only when issues such as authenticity or legibility are involved do originals usually become important. Although originals are available for public records examination, at times it might be more expedient to provide a copy. This is because portions of the document might have to be redacted

and it would be more time-consuming or could damage the original to try to produce the original with a tape-over of the redaction. If viewing the original were important to a person seeking a public records examination,

however, the university would do what was reasonable to accommodate that person.

The attorney general has opined that an agency may comply with the public records law by any reasonable method which maintains and does not destroy the exempted portion while allowing inspection of the nonexempt portion. It seems to me that the university's approach to exempt portions of documents meets this standard. Any delays would be minimal and reasonable.

Thanks again for taking the time to write with your concerns.

Pam Bernard

ATTACHMENT 2

Subject: Personnel File

Date: Thu, 25 Feb 1999 00:19:24 -0500

From: Sharon Bauer

To: glucksl@medicine.ufl.edu

This is in response to your January 29 denial of Sybille Beck's repeated

requests to review your file on her. The complete text of your reply

was, "I checked with personnel. I am not required to show you my

personal files." It appears that you have been misinformed. In matters

concerning records, the Office of the General Counsel is a more

authoritative resource than University Personnel Services and has a

brochure that you might find helpful.

The file in question is not a "personal file" but a public record. Under

Chapter 119, Florida Statutes, every person who has custody of a public

record must permit the record to be inspected and examined by any person

desiring to do so. Attorney General Opinion 75-175 determined that a

public employee is a person within the meaning of Ch. 119, F.S. The

Florida Supreme Court has defined public records as all materials made

or received by an agency in connection with official business which are

used to perpetuate, communicate or formalize knowledge. Notes and drafts

are included. None of the statutory exemptions (e.g., academic

evaluations, investigator photographs) apply to the materials Ms. Beck

has requested. Anyone who asserts that an exemption does apply must

state its statutory citation. While the law does not contain a specific

time limit for compliance, the Florida Supreme Court has said that the

only delay permitted is the reasonable time necessary to retrieve the

record and redact any portions determined to be exempt.

Please comply promptly with Ms. Beck's request to view all records

maintained on her in the department office. This would include, but by

no means be limited to, any work samples and any correspondence or notes

regarding her performance.

Sharon Bauer, Steward

American Federation of State, County and Municipal Employees

From: Sharon Bauer[SMTP:share@]

Sent: Tuesday, March 02, 1999 8:51 PM

To: 'Pamela Bernard'

Subject: RE: Personnel Records

I would appreciate any possible assistance from you or a member of your

staff in gaining public records access for Ms. Beck. Dr. Gluck, a division

chief hired recently from a small independent university, has not responded

to her latest request.

Thank you,

Sharon Bauer

ATTACHMENT 3

Sharon Bauer [mailto:share@]

Sent: Wednesday, March 10, 1999 9:25 PM

To: 'PBernard@OAAMAIL.aa.ufl.edu'

Cc: 'share@'

Subject: Sybille Beck

On March 2, I wrote to ask for the assistance of your office in

obtaining access for Ms. Beck to her departmental personnel file. A week later,

neither she nor I had received a response, and I drafted a letter to the

Attorney General's office. However, late this morning I received a

telephone call from the Health Center personnel office saying that the

file was there and available for review by Ms. Beck. I would like to know

which office is responsible for the additional week delay. Can you tell me

when your office responded to my message and to whom?

Thank you,

Sharon Bauer

From: Steven Prevaux[SMTP:SPrevaux@OAAMAIL.aa.ufl.edu]

Sent: Thursday, March 11, 1999 7:11 PM

To: 'share@'

Cc: Hodges (E-mail)

Your message (copy below) has been referred to me for reply. It is my

understanding that the University has promptly produced documents for

inspection upon request. In addition to this appropriate response your

e-mail confirms that you have already been contacted by the University's

satellite personnel office located in the Health Center making

additional records available, in a reasonable time and manner, for immediate

inspection by Ms. Beck or her duly authorized agent. Ms. Beck should contact Ms.

Lisa Hodges at (352) 392-3786 to schedule this inspection at their mutual

convenience.

cc: Ms. Lisa Hodges

~~~~~~~~~~~~~~~~~~~~~~~~~

Steven D. Prevaux

Associate General Counsel

University of Florida

123 Tigert Hall

Gainesville, FL 32611-3125

__________________________

Phone (352) 392-1358

Fax (352) 392-4387

Prevaux@ufl.edu

From: Sharon Bauer [mailto:share@]

Sent: Thursday, March 11, 1999 10:08 PM

To: 'Steven Prevaux'

Cc: 'lisa-hodges@ufl.edu'

Subject: RE:

Your understanding is incorrect. The University has not promptly produced

the file in question, which has been requested repeatedly since January

and was finally made available for inspection yesterday, a full week after a

complaint was filed with your office. We consider this not promptness,

not reasonable time, not an appropriate response, but rather an unacceptable

delay.

This is a request for any correspondence, notes, or other public records

in the offices of the General Counsel or Health Center Personnel pertaining

to Ms. Beck's and my requests for her file.

Sharon Bauer, Steward

American Federation of State, County, and Municipal Employees (AFSCME)

From: Steven Prevaux[SMTP:SPrevaux@OAAMAIL.aa.ufl.edu]

Sent: Thursday, March 11, 1999 11:59 PM

To: 'Sharon Bauer'

Cc: 'lisa-hodges@ufl.edu'

Subject: RE:

The Office of General Counsel does not maintain any public records

regarding Ms. Beck. You may wish to read my response (copy below) more carefully.

The University has produced documents, in a reasonable time and manner in

Accord with the provisions of Section 119.07 et seq. F.S., for inspection upon

Ms. Beck's request. In fact, Ms. Beck inspected personnel file documents at

the UF Personnel satellite office located in the health center. It is

interesting to hear that you are unaware of that. In any event, the

additional documents requested at the initial production (those that we

are still waiting for Ms. Beck to inspect) have been made available and you

have been duly advised as Ms. Beck's AFSCME representative. I repeat that

Ms. Beck should contact Ms. Lisa Hodges at (352) 392-3786 to schedule this

inspection at their mutual convenience.

~~~~~~~~~~~~~~~~~~~~~~~~~

Steven D. Prevaux

Associate General Counsel

University of Florida

123 Tigert Hall

Gainesville, FL 32611-3125

__________________________

Phone (352) 392-1358

Fax (352) 392-4387

Prevaux@ufl.edu

cc: Ms. Lisa Hodges

From: Sharon Bauer[SMTP:share@]

Sent: Friday, March 12, 1999 9:06 PM

To: 'Steven Prevaux '

Cc: 'PBernard@OAAMAIL.aa.ufl.edu'

Subject: Records Complaint

According to Ms. Beck, your statement that she "inspected personnel file

documents at the UF Personnel satellite office located in the health

center" is completely false. Apparently you are referring to her visit to

the Stadium to view her central personnel file. That was a different

request to a different office at a different time for a different file, and

I cannot understand why you are even mentioning it. The fact that a

different request was handled promptly has absolutely no relevance to our

complaint that Dr. Stephen Gluck had, since Ms. Beck's initial verbal

request in November, denied her access to a public record in his

custody.

When we brought this to the attention of your office, we anticipated that

you would immediately notify Dr. Gluck that he was in violation of Chapter

119 and the Master Contract, and that he would immediately produce the

file. Obviously, this did not occur, and you have refused to tell us how

you did respond and to whom, and why the file was not made available until

more than week later.

In response to my request for your office's records pertaining to this

complaint, you claim that there are none. I know this to be false. At a

minimum, you have my correspondence. However, according to your most

recent message, after correspondence from a union steward complaining of a

public records violation was forwarded to you by Ms. Bernard, you did not

send e-mail or other correspondence to the records custodian or Health

Center Personnel; if you called, you did not make notes of your

conversation; you did not send e-mail or other correspondence to Ms.

Bernard telling her what action you had taken; if you reported to her

verbally, she did not take notes; you did not write notes for a file; you

did not write notes on a file copy of the message. Apparently, you did

absolutely nothing to document your office's response to that complaint.

Frankly, your assertion strains credulity. If it is in fact true, as a

taxpayer I find it a very odd way for the Office of the General Counsel to

do business. So let me reiterate my request, because

I would like you to confirm that there is no record of this complaint in

your office.

Sharon Bauer, Steward

American Federation of State, County, and Municipal Employees

From: Steven Prevaux[SMTP:SPrevaux@OAAMAIL.aa.ufl.edu]

Sent: Friday, March 19, 1999 6:33 PM

To: 'Sharon Bauer'

Cc: Pamela Bernard

Subject: RE: Records Complaint

Hello. I was out of the office when you e-mailed most recently but I

have since returned to the office and have reviewed your message below and

respond as follows.

On or about January 26, 1999 Ms. Beck, inspected public records in her

personnel file located in the main personnel office (stadium) and she

received copies (approximately 134 pages) from those records as per her

request.

More recently, on or about March 15, 1999 Ms. Beck inspected the

remaining public records requested from the department and those records were

available, according to you on March 10th. It is my understanding that

Ms. Beck inspected those records in the UF Personnel satellite office located

in the health center and the University's Personnel staff immediately

provided Ms. Beck with copies (approximately 36 pages) of the specific records

tbat she requested during that inspection on March 15.

The University has, in fact, honored it's well-established practice of

promptly producing public records requested in this matter and in full

accord with the provisions of Sec. 119.07, F.S. Please understand that

all non-exempt public records regarding Ms. Beck that my office is in

possession of (below) have already been produced to you as part of e-mail reply

messages and they are included again for your benefit (see below). May

I suggest that you discuss this matter with Ms. Linda Barge-Miles Esq. who

provides legal representation to AFSCME. I have found her to be

reasonable to work with and well-informed about Ch. 119 as well as aware of the

duties of AFSCME to coordinate discovery requests directly related to pending

grievances.

It also is my understanding that you appeared as the AFSCME Representative

of Ms. Beck at the Step One grievance meeting on March 17, 1999 held

pursuant to Article 6 of the BOR/AFSCME Collective Bargaining Agreement.

Please be advised the Public Records Act does not require that the

University answer miscellaneous questions such as those contained in your

e-mail messages. Questions and issues regarding Ms. Beck's case may be

properly resolved via the grievance process that is currently engaged.

~~~~~~~~~~~~~~~~~~~~~~~~~

Steven D. Prevaux

Associate General Counsel

University of Florida

123 Tigert Hall

Gainesville, FL 32611-3125

__________________________

Phone (352) 392-1358

Fax (352) 392-4387

Prevaux@ufl.edu

From: Sharon Bauer [mailto:share@]

Sent: Friday, May 28, 1999 6:00 PM

To: PBernard@OAAMAIL.aa.ufl.edu

Cc: afscme79@; share@

Subject: Public Records Request

On March 2, I contacted your office on behalf of Sybille Beck for assistance in obtaining access to the file her supervisor maintained on her, which had been illegally denied to her for more than 3 months on the erroneous advice of Steven Prevaux of your office, according to Health Center Personnel. When it took over a week after contacting you for the file to finally be made available, I wrote to you again to ascertain the reason why and asked when your office had advised the custodian that he had to produce the file.

Mr. Prevaux responded and refused to provide that information, saying, "Please be advised the Public Records Act does not require that the University answer miscellaneous questions such as those contained in

Your e-mail messages." I then requested copies of any correspondence or other records in your office pertaining to this matter. Mr. Prevaux replied, "The Office of General Counsel does not maintain any public records regarding Ms. Beck."

I questioned the veracity of that statement, saying, "I know this to be false. At a minimum, you have my correspondence. However, according to your most recent message, after correspondence from a union steward complaining of a public records violation was forwarded to you by Ms. Bernard, you did not send e-mail or other correspondence to the records custodian or Health Center Personnel; if you called, you did not make notes of your conversation; you did not send e-mail or other correspondence to Ms. Bernard telling her what action you had taken; if you reported to her verbally, she did not take notes; you did not write notes for a file; you did not write notes on a file copy of the message. Apparently, you did

absolutely nothing to document your office's response to that complaint."

Mr. Prevaux then said, "Please understand that all non-exempt public records regarding Ms. Beck that my office is in possession of (below) have already been produced to you as part of e-mail reply messages and they are included again for your benefit (see below)." This would seem to imply that there are indeed other public records besides my e-mail messages but that Mr. Prevaux believes them to be exempt.

Mr. Prevaux apparently is of the opinion that it is morally and legally permissible, when he believes that records are exempt, to simply deny their existence. However, the law requires that anyone who asserts that a record is exempt must state the statutory exemption that applies and, upon request (and I do request), the specific reason that the exemption applies, and must redact any confidential material and provide the remainder. I am surprised that he does not know this. Either he does not know the law or else he has deliberately chosen to disregard it.

Please comply promptly with this third request for any records pertaining to Ms. Beck's requests, beginning last December, to see her her department file.

Sharon Bauer

President, AFSCME Local 3340

From: Pamela Bernard[SMTP:pbernard@aa.ufl.edu]

Sent: Monday, June 14, 1999 11:39 AM

To: 'Sharon Bauer'

Subject: RE: Public Records Request

Dear Ms. Bauer,

I have reviewed this matter and find that Mr. Prevaux acted appropriately. If you have any further concerns, please do not hesitate to have AFSCME's attorney contact me.

Sincerely,

Pamela Bernard

ATTACHMENT 4

From: Sharon Bauer[SMTP:sbauer@vpha.health.ufl.edu]

Sent: Thursday, November 18, 1999 1:06 PM

To: lhodges@vpha.health.ufl.edu

Cc: kim-c@ufl.edu

As part of the investigation of a grievance filed by Alex Trapp, I am

requesting copies of her time cards for this fiscal year and last. The

records for last fiscal year were requested last spring as part of the

investigation of an earlier grievance, a request that was reiterated to

you in the grievance hearing pursuant to Chapter 447. The department

head announced at the grievance hearing that it was "too late" for us to

request those records, and you did not respond to that remark or

acknowledge that request in your grievance decision.

In addition, I e-mailed you a request in March or April for all e-mail

and other public records in Health Center Personnel pertaining to Sybille

Beck's and my requests to see her departmental personnel file. Although

I received confirmation of receipt, you did not respond to that e-mail.

Please provide me with those requested records as well.

From: Sharon Bauer

To: "Lisa D Hodges"

Subject: Re: Alex Trapp

Copies to: kim-c@ufl.edu

Date sent: Tue, 23 Nov 1999 09:50:40 -0400

> Sharon, I've left a couple of messages but haven't been able to reach you

> regarding this email. Please call me so we can discuss.

>

> In reference to Alex Trapp, it seems that you are making a new request to

> have her timecards from the past and current year. As, we discussed in

> the Step I grievance meeting, Alex can make those requests through her

> department at any time and they will work with her in providing what she

> needs. I would encourage you to direct Alex back to her department to

> specify the exact dates she would like them to pull.

I have told you the exact dates of the records we want: this fiscal year

and last. Ms. Trapp says she has requested the records from the

department before and been ignored. She now prefers to have the request

relayed through her union representative and has that right. I made an

appointment with her supervisor, Cynthia Sanders, for last Thursday to

discuss the problems Ms. Trapp continues to have. After we had sat here

for 10 minutes waiting for Ms. Sanders to keep the 1 p.m. appointment, we

received a message from her secretary that she had decided not to meet

and that we should contact you. We will no longer attempt to resolve

grievances informally with Animal Resources and will initiate all

grievances at the Step 1 level. Do I understand that you are refusing to

relay this request for evidence to the department?

> Also pertaining to Alex's grievance in July 1999, I addressed the issue

> of your public record request for timecards. I did not include all of

> those time cards in my Step I decision, because I felt the matter was

> resolved through our discussions. I also indicated in my Step I decision

> that the public records request for the timecards were completed in a

> timely manner and that both you and Alex were notified of the

> availablility for pickup. Therfore, I felt the request had been

> fulfilled. It is my understanding that the documents were never picked

> up. If you or Alex did not agree with my decision you could have

> contacted me or filed for a Step II review of this matter at that time.

I made no public records request. I relayed a request from Ms. Trapp to

the department for her time cards. The department insisted on illegally

charging her for 4 1/2 hours of "excessive labor." I then requested the

information from you as evidence needed for the grievance investigation.

Your report made no mention of either of those requests, just the

nonexistent public records request.

> On a separate issue, It was my understanding that Sybille's request was

> also fulfilled. I called you by phone to notify you that the files were

> here for you and/or Sybille to review. Sybille subsequently called and

> made an appointment with me to review those records. She also requested

> copies of some of those documents. By the way, I'm not sure if you are

> aware, but Sybille's case has been resolved in a settlement with the

> university. If you are personally asking to review these files again,

> you may do so, but I will need time to prepare the request and redact the

> appropriate information, unless you have Sybille's authorization to

> release all information.

Please read my message more carefully. I am not referring to Ms. Beck's

request to Dr. Gluck to see her file; I am referring to my request to

you, made some time after Ms. Beck was finally allowed to see her file,

for all of your records pertaining to her and my requests that she see

that file, i.e., any e-mails among you, Kim, Dr. Gluck, and Mr. Prevaux,

any notes in your files, and any other records pertaining to our

requests. I sent that request to you via e-mail months ago and received

no response.

> Please give me a call so that we may discuss this further, as it was my

> understanding that the departments and UF had complied with both of

> these requests.

From: Sharon Bauer

To: "Lisa D Hodges"

Subject: Re: Time cards for Trapp

Copies to: kim-c@ufl.edu

BCC to: share@

Date sent: Mon, 6 Dec 1999 09:30:06 -0400

On 3 Dec 99, at 12:53, Lisa D Hodges wrote:

> Sharon, your request on behalf of Alex Trapp for time cards from the last

> and present fiscal year has been prepared. Either you or Alex may pick

> up these copies from my office.

Please send them to Alex or to me. My address is Box 100152 or 1001 NE

21st Ave., 32609.

> Early next week I'll be in and out of the office. Please contact me to

> that we can arrange a time for you to review Ms. Beck's records as well.

My request was for copies of the records, not an opportunity to come to

your office and review them. How many pages of notes and correspondence,

etc., are there relating to her request to see her file--excluding the

grievance, which I already have?

Date: Wed, 8 Dec 1999 13:25:38 -0500 (EST)

From: Sharon Bauer

To: lhodges@vpha.ufl.edu

Subject: Phone Message

I received a message to call you about my records request. Given past

experience with your office, I need written documentation and prefer to

communicate via e-mail. Is there some additional information you need

about the request?

Sharon

From: Lisa D Hodges[SMTP:lhodges@vpha.health.ufl.edu]

Sent: Wednesday, December 08, 1999 3:19 PM

To: Sharon Bauer

Cc: kim-c@ufl.edu

Subject: Re: Phone Message

Sharon, The reason for my call was to follow up on your last email

regarding the number of pages contained in Sybille Beck's files. I'm

sorry if you feel you are experiencing difficulties from this office.

I'm not sure what past experiences you are referring to, but let me

assure you I'm not trying to make this any more complicated than it

needs

to be. As I stated to you last week I was working on your request and

would call you when they were ready for inspection. You did not indicate

to me that you were expecting hard copies of these records. In any

case,

here are the number of pages as follows:

Official Personnel File 148 pages x .15 cents per copy = $22.20

Employee Relations files 272 pages x .15 cents per copy = $40.80

Dr. Glucks's files 316 pages x .15 cents per copy = 47.40

Again, per your clarification, these are only the documents up through

March 15, 1999. I will be unable to release any medical information

without proper authorization from Ms. Beck. Please let me know which of

these files you wish to have copies of. As you can see there will be a

$.15 charge per copy as indicated. If you would prefer to view these in

my office please contact me so that we may schedule an available time.

Subject:

RE: Phone Message

Date: Thu, 9 Dec 1999 08:29:40 -0500

From: Sharon Bauer, Sharon Bauer

To: 'Lisa D Hodges'

CC: 'kim-c@ufl.edu'; 'larry-ellis@ufl.edu'

Lisa,

You are making this much more complicated than it needs to be.

On Mar. 11, I sent you and Steve Prevaux "a request for any correspondence, notes, or other

public records in the offices of the General Counsel or Health Center Personnel pertaining to

Ms. Beck's and my requests for her file." You did not respond.

On Nov. 18, I sent you the following message:

"As part of the investigation of a grievance filed by Alex Trapp, I am requesting copies of her

time cards for this fiscal year and last [which the department refused to provide]..." In

addition, I e-mailed you a request in March or April for all e-mail and other public records in

Health Center Personnel pertaining to Sybille Beck's and my requests to see her departmental

personnel file. Although I received confirmation of receipt, you did not respond to that

e-mail. Please provide me with those requested records as well."

On Nov. 22, you replied, "I would encourage you to direct Alex back to her department to

specify the exact dates she would like them to pull." On Nov. 23, I pointed out that "this

fiscal year and last" is exact. You also informed me that Ms. Beck's request had been

fulfilled. I replied that the issue was not our requests that she see her file but rather my

request to see your records regarding our requests that she see her file, "i.e., any e-mails

among you, Kim, Dr. Gluck, and Mr. Prevaux, any notes in your files, and any other records

pertaining to our requests."

You then called and said that I would need a release to see Ms. Beck's confidential medical

information. Once again, I told you that I did not want to see Ms. Beck's file, that I wanted

to see your records pertaining to Ms. Beck's request to see her file. You said that there

would be a delay and that you would call me when they were ready (not "ready for inspection").

On Dec. 3, you wrote and asked me to contact you to arrange a time to review the records. When

I asked on Nov. 18 for copies of Ms. Trapp's time cards and asked that you "provide me with

those requested records [regarding Ms. Beck's and my requests] as well," this was an indication

that I wanted copies of both. On Dec. 6, I wrote, "My request was for copies of the records,

not an opportunity to come to your office and review them. How many pages of notes and

correspondence, etc., are there relating to her request to see her file--excluding the

grievance, which I already have?"

On Dec. 8, I received the above response from you: "Official Personnel File 148 pages x .15

cents per copy = $22.20, Employee Relations files 272 pages x .15 cents per copy = $40.80, Dr.

Glucks's files 316 pages x .15 cents per copy = 47.40." You added that "per your

clarification, these are only the documents up through March 15, 1999."

What clarification? Why would you assume that I want only the documents through Mar. 15 and

not any that may have been generated in the nine months since I began requesting these records?

Why would you think that I wanted any copies from her official personnel file or from Dr.

Gluck's file? I have told you on the five occasions cited above that I am requesting any

records in your office pertaining to Ms. Beck's and my requests that she be allowed to see her

departmental file. I want to know how you arrived at the erroneous conclusion in January that

her departmental file was Dr. Gluck's "personal file" that he did not have to show to her. I

want to know when you were informed that this was incorrect. I want to know when you advised

Dr. Gluck of that fact. I want to know whether any corrective action has been taken. I want

you and your staff to search your e-mail folders for any messages containing the word "records"

and to print out any that refer to Ms. Beck's request to see her file and my subsequent

complaint, even tangentially. I want you to search your Employees Relations files for any

notes or other records that refer to her request or my complaint and to make copies.

I do not see how I can make this any clearer. In light of the *incredible* difficulty that you

(and Kim Czaplewski, who has been copied on all of our messages) have been having for the past

two weeks in understanding what I am requesting, I am copying Larry Ellis on this message in

the hope that he can help.

Under the circumstances, I feel that it is necessary to remind you that, should you believe

that any of the requested records are exempt from the public records statute, you are required

to state the specific exemption that applies and how it applies, and to redact any confidential

portion and provide the remainder.

Date: Thu, 9 Dec 1999 16:50:47 -0500 (EST)

From: Sharon Bauer

To: "Ellis, Larry"

Subject: RE: Phone Message

Thanks for your prompt reply. You could assist by having the materials

that I've been requesting since March provided to me in accordance with

the law and by encouraging better compliance in the future. I trust that

you were able to understand what it is that I've been requesting.

We'll be contacting you soon to request a consultation meeting, and the

inability to get timely and accurate information from the Health Center

personnel office will be one of the items on our agenda.

Sharon

ATTACHMENT 5

From: Sharon Bauer[SMTP:share@]

Sent: Wednesday, March 24, 1999 5:36 PM

To: jterhune@jou.ufl.edu

Subject: Ruth Brumbaugh

As the AFSCME employee representative for Ruth Brumbaugh, I am writing to

you in your capacities as both Associate Dean of the College of Journalism

and Acting Chair of the Department of Public Relations. Your appointment as

Acting Chair has provided a respite for Ms. Brumbaugh, who has had

difficulty working for the previous chair, Dr. Gail Baker, and met with Dean

Hynes a few months ago to discuss possible reassignment.

As you may be aware, Dr. Baker's initial appraisal of Ms. Brumbaugh in

October rated her as performing below standards. However, in January Ms.

Brumbaugh was rated "Achieves." Her next annual appraisal is due in January

2000.

We have several concerns regarding these appraisals that we would like to

meet to discuss with you:

First and foremost is Dr. Baker's statement in Ms. Brumbaugh's "Achieves"

appraisal that she would evaluate her again in 60 days. Ms. Brumbaugh's

next appraisal is not due until January. A special appraisal is an

appraisal that has been specifically requested by a supervisor to document

"exceptional or marginal" performance. Therefore, it is not customarily

scheduled two months in advance, since the supervisor cannot know how the

employee will be performing at that time. Furthermore, Dr. Baker is no

longer Ms. Brumbaugh's supervisor, since Dr. Baker holds the position of

Director of Communications and you are Acting Chair. Dr. Baker is a faculty

member whose opinion of Ms. Brumbaugh's performance would be considered as

would that of any other of Ms. Brumbaugh's customers. The decision whether

Ms. Brumbaugh's performance is marginal and warrants a special appraisal is

yours as her supervisor. Ms. Brumbaugh is extremely anxious about the

possibility of another appraisal by Dr. Baker. She says that she has never

received any indication from you that you find her performance less than

satisfactory. We would like to discuss her performance and her next

scheduled appraisal.

I believe that you will agree that the position description is the basis of

any employee evaluation. Ms. Brumbaugh advises me that she has been never

given a position description and had to go to the Stadium in December to get

a copy of the one that you approved in 1993. Following her initial

evaluation in October, she was given for the first time a list of "Daily

Duties and Responsibilities." She was also notified then for the first time

that "[a]ll notes, memos, letters, etc. must be typed." The duties on which

she was evaluated vary greatly from those in the position description and

from those used to evaluate her predecessor. We would like to discuss the

preparation of an up-to-date position description.

The performance improvement plan includes items such as "You must show

considerable improvement in your ability to produce professional-level

reports and documentation using Excel." She was required to take training

in Excel, Access, and SAMAS in order to reach the "Achieves" level. None of

these are listed in the Knowledge, Skills, and Abilities section of the

position description, and Ms. Brumbaugh advises me that other departmental

Senior Secretaries in the college are not required to know and use these

programs. We would like to discuss the formulation of measurable goals and

objectives for Ms. Brumbaugh that are appropriate for the classification of

Senior Secretary.

Both appraisals lack any detail. Although the January appraisal claims that

"continuous errors have been made in the preparation of travel documents,"

not a single copy of a travel form containing errors was included. Although

it claims that "[y]ou consistently procrastinate on assignments," not a

single instance of a missed deadline was cited. According to the Master

Contract between AFSCME and the SUS, "The employee shall be provided with

information regarding the basis of the evaluation and shall, upon written

request, be provided with a copy of any documents which were considered in

completing the evaluation." However, since the Public Records Act makes any

file maintained on Ms. Brumbaugh open to examination, we would like to

review not only the documents considered in completing the evaluation but

any file maintained by you or Dr. Baker on Ms. Brumbaugh.

Please e-mail me or call me at 392-3900 so that we can schedule a meeting to

discuss these concerns. Thank you.

Sharon Bauer (JM '71)

[No response as of 5/9/02]

ATTACHMENT 6

Subject: Charley Mills

Date: Wed, 28 Apr 1999 06:48:53 -0500

From: Sharon Bauer, Sharon Bauer

To: 'blulow@ufmail.ufl.edu'

I am writing of behalf of Mr. Charley Mills, who has reported to me that:

1. On Friday, April 23, Mr. Mills' paycheck was approximately $500 short

without any prior notice, and previous paychecks have also been hundreds of

dollars short without notice. He says that he has requested an explanation

but not been given one. On Friday I spoke to Linda Patrick in your

department, to whom I was referred by Payroll; she was unable to explain

the shortage, or perhaps merely unwilling, since she indicated that she had

never heard of AFSCME, the collecting bargaining agent for University staff

for about 20 years. The only information she provided was that it was due

to "overpayments" on previous payperiods. Prior notification of such

deductions is standard in other departments. In fact, the University's

Handbook on Business Procedures stipulates that, prior to any deduction of

salary overpayments, employees are to be notified of the overpayment, the

reason, and their right under the Florida Administrative Code to request a

hearing to dispute the amount of the overpayment. Please provide Mr. Mills

with the required explanation of these shortages. If the explanation is

written, I am requesting a copy. In the future, please notify him prior to

making deductions from his pay.

2. Since February, Mr. Mills has requested copies of his time cards on

several occasions and has never received them. These are public records

which must be promptly provided to any person on request. Failure to

provide the records in a timely manner is a violation of Chapter 119,

Florida Statutes. While the Public Records Act does not contain a specific

time limit for compliance, the Florida Supreme Court has said that the only

delay permitted is the reasonable time necessary to retrieve the record.

Please comply promptly with Mr. Mills' most recent request, made last

Friday, for his last four time cards.

3. On Friday, April 23, Mr. Mills was summoned to your office and, in the

presence of two campus police officers, accused by you, without any

evidence, of being responsible for harassing calls to your home the night

before, and due to the manner in which you conducted this meeting, was

unable to avail himself of either legal counsel or union representation. I

have advised Mr. Mills that (1) this meeting does not appear to be

work-related and therefore he would not have to listen to such accusations

in the future, and (2) he should ask the purpose of future meetings,

specifically whether they involve questioning that might lead to

disciplinary action. Should you find it necessary to question Mr. Mills in

the future regarding work-related allegations, he requests the union

representation to which he is entitled under the Master Contract between

AFSCME and the Board of Regents.

Sharon Bauer

President, Local 3340

American Federation of State, County and Municipal Employees (AFSCME)

> From: Sharon Bauer [mailto:share@]

> Sent: Monday, October 18, 1999 12:31 PM

To: jerrys@admin.ufl.edu

Cc: share@

Subject: (Fwd) Time Cards (fwd)

I wrote to Bruce Lulow about six months ago asking that Charley Mills be

given copies of his time cards and got no response. A copy of that message

was provided to you as part of his grievance. I wrote to Elwood Aust last

week asking the same thing and have gotten no response. Mr. Mills

subsequently received a memo stating how much the university feels he has

been underpaid. After six months, he still does not have the requested

copies of his time cards so that he can determine for himself how much he

has been underpaid.. According to the university's public records web page,

there is generally no charge for such items requested in connection with a

grievance. I am very surprised that members of your staff apparently do not

feel the need to answer e-mail or comply with the public records statute,

and I would appreciate your encouraging them to do so. Thank you.

Subject: RE: (Fwd) Time Cards (fwd)

Date: Tue, 19 Oct 1999

Subject: RE: (Fwd) Time Cards (fwd)

From: Jerry Schaffer

To: Sharon Bauer

Copies of all cards will be made and Mr. Aust will call Mr. Mills when they

are ready to pick up. For as much time as Mr. Aust spent with Mr. Mills

going over this issue and the fact that Mr. Mills cancelled his meeting to

review the timecards with Mr. Aust, I think your comments are slightly

unfair.

Subject: RE: (Fwd) Time Cards (fwd)

Date: Tue, 19 Oct 1999 12:44:48 -0400 (EDT)

From: Sharon Bauer

To: "Schaffer, Jerry"

CC: share@

I disagree. I think what's grossly unfair is what's been done to Mr. Mills

and how many months it's taken for him to get the information he requested.

If he'd had it, he could've done the analysis himself and saved Mr. Aust all

that time. When his job prevented him from keeping an appointment with Mr.

Aust to finally see his time cards, he says no effort was made to reschedule

it. In any event, he prefers to have his own copies to review and is

entitled to them. Please have them mailed to him at Box 100125 rather than

holding them for pickup. He doesn't want the small amount of time the

university's offering to reimburse him, as he's convinced he's owed more.

I'm disappointed that the failure to respond to e-mail apparently isn't as

great a concern as it would be over here in the Office of the Vice President

for Health Affairs. I was expecting an apology, not an admonishment.

ATTACHMENT 7

From: "Katharyn E Ward" Rates

> Coordinator Unburdened rate $24.00/hour

> Programmer/Analyst Unburdened rate $12.00/hour

>

> Time

> Coordinator 3 hrs.

> Programmer/Analyst 8 hrs.

>

> CPU charges

> Test Runs $30.00/run

> Production Run $60.00/run

>

> Total -- Test 3@$30.00/run + 7hrs@$12.00 = $174.00

> -- Prod 1@$60.00/run + 1hrs@$12.00 = $ 72.00

> Admin/Quality Assurance 3hrs@24.00 = $ 72.00

> Project Total = $318.00

>

Obviously the $240 charge, which was originally shared with you, is less

than the actual breakdown cost. Please submit either $240 or $318 to

Information Systems as instructed to receive the file.

Larry.

Insert Photocopy of August 31 Ed Poppell Memo

Date sent: Wed, 6 Sep 2000 18:15:17 -0400 (EDT)

From: Sharon Bauer

To: "Poppell, Ed"

Copies to: afscme79@

Subject: Records Requests

This is in response to your August 31 memo, which I received today.

1. Utility bills from fall 1998 to date--The records you provided are

through November 1999. There's no utility data for the past nine

months?

2. Night shift survey forms--You say that you've supplied the survey

form

and the completed surveys for the only survey performed. That's not

true.

The only surveys we received were from customers. Building Services

employees were surveyed by the department in March or April about their

shift preferences. We still haven't received those forms despite

several

requests. If management's denying the existence of those forms, we can

get affidavits from employees.

6. Half dozen or more files containing records on the shift change--You

claim that I've already reviewed those files. That's not true. I

reviewed

a few documents that Dug Jones pulled from his files and put in a

separate

folder for that purpose. After seven months, we're still demanding that

all Building Services records pertaining to the shift change be made

available for inspection.

8. Personnel database--After the University responded to our original

request by saying that it would take at least 8 hours of labor to select

certain fields, we said that we didn't want any selection done and that

we

wanted the complete database copied to CD and would do our own

programming. Instead, they've copied partial information to a file and

claimed that it took 11 hours and cost $240. That isn't what we

requested, and we certainly didn't authorize that work. In addition,

they've apparently omitted information that employees requested not be

released but that isn't exempted from Chapter 119, which is a violation

of

the public records law. We requested the entire database, exclusive of

any exempt information. As for your letter to our Jacksonville office

asking that we "take responsibility for any misuse of this information,"

we don't have to take responsibility for accepting public records in

order

for you comply with our request. The university continues to be in

violation of the law.

You also state that you're awaiting payment for the cost of producing

previous records. If you're referring to the $240 for copying the

personnel database to CD, we didn't authorize the work that was done and

have no intention of paying for it, particularly since that data's

now out of date. We'll pay for the entire database when it's copied to

CD, which should take a matter of minutes.

X-Mozilla-Status2: 00400000

Message-ID:

Disposition-Notification-To: Sharon Bauer

Date: Fri, 30 Mar 2001 16:27:53 -0500

From: Sharon Bauer

X-Mailer: Mozilla 4.6 [en] (Win95; I)

X-Accept-Language: en

MIME-Version: 1.0

To: "Czaplewski, Kim"

CC: "Larson, Sherry" ,

"Ellis, Larry" , poppell@nervm.nerdc.ufl.edu

Subject: Re: Reservation

References:

Content-Type: text/plain; charset=us-ascii

Content-Transfer-Encoding: 7bit

Kim,

Once again, the request was for all records that Employee Relations has pertaining to this altercation. The continual delaying tactics of referring us back to our union staff or pretending not to understand clear written requests constitute further violations of the public records law. The administration still has not complied with our long-standing requests for the personnel database, the email directory, and all records pertaining to appointment of the night shift committee, despite our repeated requests to the vice president, provost, president, and vice chancellor over the past 18 months. At a consultation last fall, our director advised the vice chancellor that AFSCME would take legal action if these records were not provided.

If, as you indicate, a suspension took place, then are you saying that you took disciplinary action before concluding your investigation?

If you contend that a requested record is exempt from inspection, then you are required by law to cite the specific statutory exemption, and you have not complied with the law. I am entitled to request that you state in writing the particular reasons for your conclusion that the exemption applies, and I am requesting that you do so.

Your response is also untimely, in that I requested these records well over a month ago. The Florida Supreme Court has stated that the only delay permitted "is the limited reasonable time allowed the custodian to retrieve the record and delete those portions of the record the custodian asserts are exempt." According to the AG's Government-in-the-Sunshine Manual, "Any delay in production of the records beyond what is reasonable under the circumstances may subject the custodian to liability for failure to produce public records."

Again, I did not ask for Frank Bonham's records. It has been apparent to me for some time that UF administrators operate under the mistaken assumption that they can circumvent the members of the local union by refusing to deal with us and instead only dealing with our staff. Marc Brody and Frank Bonham have no authority over us whatsoever. We do not work for them; they work for us. They are resources that we can call upon when we feel the need. Other than with regard to certain grievance responsibilities that they have been delegated by our state president, they do not speak for our local except when we authorize them to. I have chosen to consult our union's general counsel on legal matters rather than our regional director, Marc.

I have just learned that we need additional records as well. Last year, non bargaining unit employees reportedly were allowed to vote on ratification of the contract because there was no list of eligible employees to check off. Since we have been advised that we need to vote again within the next two weeks, we would like to have a list of employees in the AFSCME bargaining unit as soon as possible, preferably with home addresses and telephone numbers. Also, once we know the times and locations, we will want to send an email announcement to your personnel newsletter list, whichever is easier.

Sharon

Date: Fri, 19 Oct 2001 16:31:30 -0400 (EDT)

From: Sharon Bauer

To: bob-willits@ufl.edu

I understand from Jerry Williamson that the administration's

latest excuse for its failure to comply with the public

records statute is an inability to comprehend what we want

despite dozens of emails over the past two years.

Here's a copy of a message that was sent to you in July of

last year and one that was sent to Ed Poppell in September

2000. There was no response to either.

Once again: we want the entire personnel database. When I

spoke to Mark Beachy last year, he indicated that it was

made up of multiple files but that together they wouldn't

exceed the size of a CD. Don't bother sending us another

useless 9-track tape like Ed Poppell did with the directory.

The law requires it to be in a commonly used format.

I find it astounding that the university has not only a head

of Employee Relations who doesn't understand what

"bargaining unit" or "union" means, but a slew of

administrators who don't understand what "entire personnel

database file(s)" means and yet never bother to ask despite

their statutory responsibility to provide the information.

Subject:

RE:

Date:

Fri, 19 Oct 2001 17:07:04 -0400

From:

"Willits, Bob"

To:

"'Sharon Bauer'"

CC:

"Ellis, Larry"

Sharon, I have relayed your detailed information (below) to I.S. and

asked

them to give this their attention and let me know should they have any

questions and otherwise of the timeframe and cost involved. We will

ensure

this moves as quickly as possible and that we put in an acceptable

format.

Bob Willits

Associate Director

University Personnel Services

Phone: (352) 392-1075

FAX: (352) 392-5495

bob-willits@ufl.edu

Subject: Your Request for Data - Confirming Details

Date: Thu, 25 Oct 2001 11:01:09 -0400

From: "Willits, Bob"

To: "'Sharon Bauer'"

CC: "Ellis, Larry"

Sharon, as follow-up to our meeting last week and subsequent discussion with

Jerry Williamson as well as your e-mail this week, I have discussed your

request for data with Information Systems (I.S.). As you'll recall, a

previous request for this data by you over a year ago resulted in an

investment by I.S. and University Personnel Services to produce what we

understood to be sought but which you took issue with and never picked up

nor paid for. Therefore, we need to confirm with you the specifics related

to your request prior to finalizing the work.

1) Is your targeted population all faculty, A&P, USPS, and non-student OPS?

If other than this, please let me know.

2) What format is acceptable to you? For example, is ascii text "*" fine by

you?

3) The information will include each employee's name, class title,

department, campus phone number, campus address, home phone, and home

address. As discussed, we will not include information that is protected

under 119.07, F.S. We are in the midst of seeking clarification of the

applicability of 119.07 to those employees who have previously requested

that certain information be secured.

4) I.S. has indicated that the information described above can be placed on

a CD or diskette(s). Do you have any preference?

5) I.S. has indicated that the information described above will involve a

charge of $240.

Sharon, once you confirm the above details, I.S. will finalize production

and, upon receipt of your payment, provide the information to you. Thank you

for your assistance and feedback on the above details. I'll await your reply

- Bob

Bob Willits

Associate Director

University Personnel Services

Phone: (352) 392-1075

FAX: (352) 392-5495

bob-willits@ufl.edu

Date: Thu, 25 Oct 2001 21:52:13 -0400 (EDT)

From: Sharon Bauer

To: "Willits, Bob"

Cc: "Ellis, Larry"

Subject: Re: Your Request for Data - Confirming Details

On Thu, 25 Oct 2001, Willits, Bob wrote:

> Sharon, as follow-up to our meeting last week and subsequent discussion with

> Jerry Williamson as well as your e-mail this week, I have discussed your

> request for data with Information Systems (I.S.). As you'll recall, a

> previous request for this data by you over a year ago resulted in an

> investment by I.S. and University Personnel Services to produce what we

> understood to be sought but which you took issue with and never picked up

> nor paid for. Therefore, we need to confirm with you the specifics related

> to your request prior to finalizing the work.

Bob, you're merely providing us with further documentation

of your contempt for the law. You didn't produce the wrong

information last year because you didn't understand; you

produced the wrong information because you don't want us to

have what we're legally entitled to. You refused to comply

with our request then, and you're refusing to comply with it

now. You have all the information you need, it's been

provided to you again and again, and your pretending not to

understand has to be a delaying tactic because you can't

possibly be that dense.

> 1) Is your targeted population all faculty, A&P, USPS, and non-student OPS?

> If other than this, please let me know.

My request was, and has been for the past 18 months,

crystal clear. We want the entire database.

> 2) What format is acceptable to you? For example, is ascii text "*" fine by

> you?

ASCII text is fine.

> 3) The information will include each employee's name, class title,

> department, campus phone number, campus address, home phone, and home

> address. As discussed, we will not include information that is protected

> under 119.07, F.S. We are in the midst of seeking clarification of the

> applicability of 119.07 to those employees who have previously requested

> that certain information be secured.

That's unacceptable. We want the entire database, not just

selected fields. Furthermore, you're required by the

Florida Administrative Code to know what information is

exempt from Ch. 119 before you create the database and to

build the ability to redact it into the design of the

database. Your claim that, two years after we began

requesting the data, you still don't know what's exempt is

ridiculous.

> 4) I.S. has indicated that the information described above can be placed on

> a CD or diskette(s). Do you have any preference?

The information you described might fit on a diskette, but

the information we requested won't. I've told you many

times, most recently 6 days ago, that we want it on a CD.

A judge, even a reporter, will recognize this for the

stalling that it is.

> 5) I.S. has indicated that the information described above will involve a

> charge of $240.

That's illegal. Vendors may be stupid enough to buy your

standard file (selected fields, excluding information

employees prefer you not publish, regardless of whether it's

exempt by statute) for a standard fee, but we know better.

You're not allowed to charge any fee unless the use of

technology resources is excessive. Typing in a command to

copy a file, minus the exempt data, doesn't require

excessive use of technology and certainly doesn't require

the 11 hours of labor, two test runs, etc., that you

provided in response to our request for a breakdown of this

"standard fee."

> Sharon, once you confirm the above details, I.S. will finalize production

> and, upon receipt of your payment, provide the information to you. Thank you

> for your assistance and feedback on the above details. I'll await your reply

Stop stalling, Bob. It's a criminal offense. We want the

entire database, and if you can't provide proof that any of

it's exempt, you have to provide it. I sat through Pam

Bernard's presentation to the trustees on the public records

law. I think they're going to find it hard to believe that

you don't know as much about the law as they do. Your

failure to comply with the law is a civil offense. Knowingly

withholding the information is a criminal offense.

Subject: RE: Your Request for Data - Confirming Details

Date: Wed, 31 Oct 2001 17:36:42 -0500

From: "Willits, Bob"

To: "'Sharon Bauer'"

CC: "Ellis, Larry" , "Steve Prevaux (E-mail)"

Sharon, please accept this in response to your e-mail sent from AFSCME on

Thursday, 10/25/01 (below). While I realize that we may have some points of

issue to work through, I would hope that personal attacks and negative tone

can be avoided in the future as we seek a productive and professional

relationship.

We are pleased to make records available to you that are not exempt under

119.07, Florida Statutes, and have investigated further details involving

the information that you seek. We can indeed provide the personnel database

information that includes, among other data, employee name, addresses,

telephone numbers, dates of hire, class date, education level, home

department, assignment/salary information, etc.

As we previously discussed, any information currently secured as

exempted from production under 119.07 is being reviewed to ensure that it is

properly maintained. Should we find any information secured that is not

eligible for this exemption, we will produce that data as well.

Please understand that the university as a state agency is the responsible

custodian of personnel records entrusted to its care. Thus, we cannot

provide information from our database that has been exempted from the public

record such as social security numbers of former and current employees given

119.07(3)(x) F.S., home address and phone numbers of former or active law

enforcement officers given 119.07(3)(i) F.S., the names and addresses of

retirees given 121.031(5) F.S., and federal tax information given 192.105(1)

F.S. The reality is that such exempt information is contained in the

records you demand and we have an obligation to make appropriate redactions

before production.

I think you already realize that patient records and medical information are

also exempted from the public record given 119.07(v) F.S., although there

should not be much, if any, such information codified in the records you

seek.

We are advised by I.S. that the time needed to produce this information in

ASCII text on a CD will be approximately two days. The cost is projected to

be approximately $240, but in keeping with the spirit of 119.07(1)(b), cost

will be itemized and may end up being less than the estimated $240 and

reflective only of reasonable costs incurred by the University for extensive

use of information technology resources and the clerical assistance required

to produce records in response to your request for the entire database.

Upon receiving your confirmation that you are agreeable to payment based on

the above, we will advise I.S. to begin production immediately. You then

will be contacted when the CD is ready and may pick it up upon submission of

your check not to exceed $240.

Sharon, we look forward to completing work on your request in good faith and

in full compliance of the Florida Statutes. I will await your reply - Bob

Bob Willits

Associate Director

University Personnel Services

Phone: (352) 392-1075

FAX: (352) 392-5495

bob-willits@ufl.edu

Subject: Re: Your Request for Data - Confirming Details

Date: Wed, 31 Oct 2001 23:37:44 -0500

From: Sharon Bauer

To: "Willits, Bob"

CC: "Ellis, Larry" ,"Steve Prevaux (E-mail)"

"Willits, Bob" wrote:

> Sharon, please accept this in response to your e-mail sent from AFSCME on

> Thursday, 10/25/01 (below). While I realize that we may have some points of

> issue to work through, I would hope that personal attacks and negative tone

> can be avoided in the future as we seek a productive and professional

> relationship.

Until the administration conducts itself in a *productive* and professional way,

we will find it necessary to continue to make factual observations regarding

staff performance.

> We are pleased to make records available to you that are not exempt under

> 119.07, Florida Statutes, and have investigated further details involving

> the information that you seek. We can indeed provide the personnel database

> information that includes, among other data, employee name, addresses,

> telephone numbers, dates of hire, class date, education level, home

> department, assignment/salary information, etc.

You are not pleased, and saying that you are is not conducive to a professional

relationship with AFSCME. Of course you "can indeed provide the personnel

database information." You could and should have provided it two years

ago.

You have heretofore refused to provide all of the data, only selected fields in

your standard file that you sell for a standard fee. Please confirm that you are

referring to all of the files that comprise the employee database. I no longer

have access to the manual listing those files and the fields they contain.

Please have IS fax me a copy of those pages. I will email the fax number

tomorrow.

> As we previously discussed, any information currently secured as

> exempted from production under 119.07 is being reviewed to ensure that it is

> properly maintained. Should we find any information secured that is not

> eligible for this exemption, we will produce that data as well.

That is not what we previously discussed. What we discussed is that you had

security flags based on employee privacy preference that bore no relation to

exemption from the statute. You claimed that you did not know what information

was exempt, and that you would provide only information that employees had not

asked be kept private. You are required to know what is exempt when creating the

database. According to the AG's manual, "design and development of the

software, therefore, should ensure that the system has the capability of

redacting confidential or exempt information when a public records request is

made." On October 19 we asked that you at least provide the information you know

to be public, and you still have not complied.

> Please understand that the university as a state agency is the responsible

> custodian of personnel records entrusted to its care.

Please understand that you are continuing to insult my intelligence.

> Thus, we cannot

> provide information from our database that has been exempted from the public

> record such as social security numbers of former and current employees given

> 119.07(3)(x) F.S., home address and phone numbers of former or active law

> enforcement officers given 119.07(3)(i) F.S., the names and addresses of

> retirees given 121.031(5) F.S., and federal tax information given 192.105(1)

> F.S. The reality is that such exempt information is contained in the

> records you demand and we have an obligation to make appropriate redactions

> before production.

Neither requesting nor demanding has persuaded you to comply with your

statutory obligation, which is as follows :

"A person who has custody of a public record and who asserts that an

exemption provided in subsection (3) or in a general or special law applies to a

particular public record or part of such record shall delete or excise from the

record only that portion of the record with respect to which an exemption has

been asserted and validly applies, and such person shall produce the remainder

of such record for inspection and examination. If the person who has custody of

a public record contends that the record or part of it is exempt from inspection

and examination, he or she shall state the basis of the exemption which he or

she contends is applicable to the record, including the statutory citation to an

exemption created or afforded by statute."

It has taken you two years to redact exempt information although you are

required to build that capability into the design of the database. According to

the manual, "Any delay in production of the records beyond what is reasonable

under the circumstances may subject the custodian to liability for failure to

produce public records." According to the statute, "Any public officer who

violates any provision of this chapter is guilty of a noncriminal infraction,

punishable by fine not exceeding $500...Any person willfully and knowingly

violating any of the provisions of this chapter is guilty of a misdemeanor of

the first degree, punishable as provided in s. 775.082 or s. 775.083" ["a

definite term of imprisonment not exceeding 1 year"].

> I think you already realize that patient records and medical information are

> also exempted from the public record given 119.07(v) F.S., although there

> should not be much, if any, such information codified in the records you

> seek.

Regardless of how much exempt information is contained in the records, you are

required to build in a way to easily redact it.

> We are advised by I.S. that the time needed to produce this information in

> ASCII text on a CD will be approximately two days. The cost is projected to

> be approximately $240, but in keeping with the spirit of 119.07(1)(b), cost

> will be itemized and may end up being less than the estimated $240 and

> reflective only of reasonable costs incurred by the University for extensive

> use of information technology resources and the clerical assistance required

> to produce records in response to your request for the entire database.

Your "standard fee" of $240 is illegal. "The charge must be reasonable and based

on the labor or computer costs actually incurred by the agency." The labor

involved for this request should be five minutes, and the computer costs should

be under $25. "An agency may not charge fees designed to recoup the original

cost of developing or producing the records," and the cost of redacting

confidential information is a development cost that you cannot pass on to us. We

will pay your fee under duress, challenge it, and get a refund since it takes

neither extensive technology resources nor extensive clerical assistance to copy

files.

> Upon receiving your confirmation that you are agreeable to payment based on

> the above, we will advise I.S. to begin production immediately. You then

> will be contacted when the CD is ready and may pick it up upon submission of

> your check not to exceed $240.

When you confirm that you are providing all of the data, then we will pay under

duress.

> Sharon, we look forward to completing work on your request in good faith and

> in full compliance of the Florida Statutes. I will await your reply

- Bob

We also look forwarding to your completing this request at long last. A

demonstration of good faith would be to provide the requested information

immediately at a reasonable cost. You have not produced one single piece of

paper in response to the 20 public records violations we attempted to discuss

with you at the October 19 consultation meeting.

Date: Thu, 1 Nov 2001 12:17:27 -0500 (EST)

From: Sharon Bauer

To: "Willits, Bob"

Subject: Re: Your Request for Data - Confirming Details

The fax number is 332-4648.

Insert LARRY ELLIS CONSULTATION RESPONSE

Subject: Personnel Data CD

Date: Fri, 9 Nov 2001 14:29:36 -0500

From: "Ellis, Larry"

To: "'share@'"

CC:"'prevaux@ufl.edu'"

Sharon Bauer

AFSCME President, Local 3340

Information Systems (I.S.) has completed work on your public records request for the personnel

data base, and has all available information on a CD ready for you to pick up. As was discussed

in our consultation meeting of October 18, 2001, and subsequently in Bob Willits' e-mail

of October 31, 2001, to you, any information currently secured as exempted form production

under 119.07, F.S. is being reviewed to ensure that it is properly maintained. Should we find any

information that is not eligible for this exemption, we will produce that data as well at no additional cost to you.

As Bob also referenced in that same e-mail to you, an itemized accounting of actual production

costs was kept for this project. The total staff and computer time required totaled $756.57.

However, in the spirit of improved relations with Local 3340, we are willing to assess only $240 on this occasion. Any future projects will need to be billed based on actual production expense.

You may pick up the CD in I.S. (33 Tigert) between 8:00 a.m. and 5 p.m., Monday through Friday (except this coming Monday, a holiday) upon submitting a check for $240 to I.S. payable to the University of Florida.

Cordially,

Larry T. Ellis, Director

University Personnel Services

From: Sharon Bauer [mailto:share@]

Sent: Monday, November 12, 2001 4:36 PM

To: Ellis, Larry

Cc: 'prevaux@ufl.edu'

Subject: Re: Personnel Data CD

In my October 31 email to Bob Willits, I said:

"You have heretofore refused to provide all of the data, only selected fields in

your standard file that you sell for a standard fee. Please confirm that you are

referring to all of the files that comprise the employee database...Please have

IS fax me [the list of the files and the fields they contain]...When you confirm

that you are providing all of the data, then we will pay under duress."

We will be happy to pick up this CD when you tell us what we are paying

$240 for.

Also, please provide us with a breakdown of the $756.57 charge.

Subject: RE: Personnel Data CD

Date: Wed, 14 Nov 2001 07:14:22 -0500

From: "Ellis, Larry"

To: "'Sharon Bauer'"

CC: "'prevaux@ufl.edu'"

Ms Bauer:

Per your email request, a "list of the files and the fields they contain" has been faxed (332-4648)

to your attention this morning.

"A breakdown of the $756.57 charge" from Information Systems is as follows:

* $422.37 Staff Time - 19+ hours @ $22.23 per hour (Tim Schnelle, Coordinator - Computer

Applications);

* $59.20 Staff Time - 4 hours @ $14.80 per hour (Bryan Cooke, Computer Programmer -

Analyst); and

* $275.00 Computer Time.

Larry T. Ellis, Director

University Personnel Services

Insert LIST OF FIELDS FROM IS

Insert LIST OF FIELDS FROM MANUAL

Subject: Personnel Records

Date: Thu, 13 Dec 2001 15:21:07 -0500 (EST)

From: Sharon Bauer

To: larry-ellis@ufl.edu

CC: poppell@nervm.nerdc.ufl.edu

We have examined the list of fields that you faxed to me as

those included on the CD you prepared for us (without

authorization) at a purported cost of $756.67 ($422.37 for

23+ hours of labor and $275 for computer time). Contrary to

your assertion in your November 9 email that the CD contains

"all available information," it contains only 159 of the 845

data elements in the payroll/personnel system. Fields such

as Collective Bargaining Unit have been inexplicably

excluded, in violation of Chapter 119. Please provide us

with copies of the programs used to generate the file(s).

Also, at our October 19 consultation meeting, you informed

us that your department had finally (two years after our

original request) begun the process of determining which of

the cloaked data was exempt. Please provide us with any and

all records pertaining to these efforts.

Sharon Bauer

President, AFSCME Local 3340

Subject:

RE: Personnel Records

Date:

Fri, 28 Dec 2001 17:41:05 -0500

From:

"Ellis, Larry"

To:

"'Sharon Bauer'"

CC:

"Poppell, Ed" , "'prevaux@ufl.edu'" ,

"Thomas, Tom"

Attached, please find communications pertaining to the Public Records

Exemption Project.

Pursuant to your reference on the data elements, other than the one you

specified (collective bargaining unit), Information Systems is not aware of

any missing information that is personnel related. However, if you would

please enumerate exactly what those missing data elements are, we will be

glad to furnish the information.

By copy, I am asking IS for "copies of the programs used to generate the

file(s)."

Lastly, you characterized the production of records (CD) as unauthorized. A

review of your 11/12/01 and 10/25/01 emails disclosed that the CD format was

what you demanded. Thus, please also consider this communication as a

Second Invoice for $240. The check should be made payable to the University

of Florida. Upon receipt of the check, the CD may be picked-up in

Information Systems (33 Tigert) between 8:00am and 5:00pm.

Larry Ellis

Director, Division of Human Resources

> -----Original Message-----

> From: Sharon Bauer [mailto:share@]

> Sent: Thursday, December 13, 2001 3:21 PM

> To: larry-ellis@ufl.edu

> Cc: poppell@nervm.nerdc.ufl.edu

> Subject: Personnel Records

>

>

> We have examined the list of fields that you faxed to me as

> those included on the CD you prepared for us (without

> authorization) at a purported cost of $756.67 ($422.37 for

> 23+ hours of labor and $275 for computer time). Contrary to

> your assertion in your November 9 email that the CD contains

> "all available information," it contains only 159 of the 845

> data elements in the payroll/personnel system. Fields such

> as Collective Bargaining Unit have been inexplicably

> excluded, in violation of Chapter 119. Please provide us

> with copies of the programs used to generate the file(s).

>

> Also, at our October 19 consultation meeting, you informed

> us that your department had finally (two years after our

> original request) begun the process of determining which of

> the cloaked data was exempt. Please provide us with any and

> all records pertaining to these efforts.

>

> Sharon Bauer

> President, AFSCME Local 3340

>

>

Letter to Employees (119.07) 12-7-01.doc

Memo to TKL Administrators (119.07) 12-12-01.doc

Subject:

Re: FW: Personnel Records

Date:

Fri, 25 Jan 2002 10:07:41 -0500 (EST)

From:

Sharon Bauer

To:

"Ellis, Larry"

CC:

"Poppell, Ed"

On Thu, 24 Jan 2002, Ellis, Larry wrote:

> Ms. Bauer:

>

> I have received an opinion from the General Counsel's Office regarding your

> request for "copies of the programs used to generate the file(s)."

> Accordingly, agency-produced data processing software contains sensitive

> source code information which is not subject to disclosure, and exempt from

> Section 119.07(1), Florida Statutes.

(1) Your response is as usual untimely as this information

was requested five weeks ago. You are once again in

violation of Chapter 119.

(2) I would think that the General Counsel's office would be

aware and would have advised you (as I have many times in

the past) that, if you assert that a statutory exemption to

disclosure applies, then you are required to include the

statutory citation to the exemption, delete or excise only

that portion to which it validly applies, and produce the

remainder. Your failure to do so is yet another violation

of the statute. In addition, you are required to state "in

writing and with particularity" the reasons for the

conclusion that the record is exempt, should we request it,

and we do.

(3) "Sensitive" is defined in Chapter 119 as those portions

of programs that are used to collect, process, store, and

retrieve exempt information. The programs in question are

used to retrieve nonexempt information. This exemption does

not apply, and your failure to provide this public

information is yet another violation of the statute.

> To date, the University of Florida has incurred substantial costs to produce

> volumes of records that has been repeatedly made available for AFSCME's

> inspection and retrieval. Thus, please also consider the communication on

> this date as the 3rd invoice for $240.

Please consider this a refusal to pay, no matter how many

invoices you send us. The information you have made

available is not what we requested, and we did not authorize

its production or agree to pay for it.

On Fri, 28 Dec 2001, Ellis, Larry wrote:

> Attached, please find communications pertaining to the Public Records

> Exemption Project.

This response was also untimely, as our request had been

made two weeks earlier. You told us on several occasions in

October that you had finally (two years after our original

request) begun the process of identifying which personnel

records were exempt. We requested documentation of those

efforts, and two weeks later you tell us that there is

none--not a single mention of this so-called "project" in

agendas, minutes, notes, correspondence--prior to these two

December memos. Incredible.

> Pursuant to your reference on the data elements, other than the one you

> specified (collective bargaining unit), Information Systems is not aware of

> any missing information that is personnel related. However, if you would

> please enumerate exactly what those missing data elements are, we will be

> glad to furnish the information.

Given your statutory responsibility, I would think that by

now you would have already compared the list of 159 included

fields that you faxed to me and the list of 845 data

elements in the payroll/personnel database to see what is

missing. Like bargaining unit, most are clearly "personnel

related." We requested the entire database, and I have no

obligation to tell you why we want all 845 elements in it or

what they are. You, on the other hand, are legally required

to justify your withholding them. Your continued

withholding of this public information is why we are seeking

not only civil but criminal penalties.

> By copy, I am asking IS for "copies of the programs used to generate the

> file(s)."

Again, your response is untimely in that you did not even

forward the request to IS until more than two weeks after

receiving it.

> Lastly, you characterized the production of records (CD) as unauthorized. A

> review of your 11/12/01 and 10/25/01 emails disclosed that the CD format was

> what you demanded. Thus, please also consider this communication as a

> Second Invoice for $240. The check should be made payable to the University

> of Florida. Upon receipt of the check, the CD may be picked-up in

> Information Systems (33 Tigert) between 8:00am and 5:00pm.

A review of my 10/31/01 email discloses that I refused to

authorize production of the CD when asked to do so by Bob

Willits. I said that we would not agree to pay without

confirmation that, unlike the CD you tried to foist off on

us last year, this one would contain what we have been

requesting for two years: the entire personnel database

minus exempt data. The list of fields you faxed to me in

response showed that the CD contains only a fraction of what

we requested. We consider that CD, like your invoices for

it, to be rubbish.

> Larry Ellis

> Director, Division of Human Resources

Sharon Bauer

President, AFSCME Local 3340

Subject:

RE: FW: Personnel Records

Date:

Fri, 25 Jan 2002 11:51:44 -0500 (EST)

From:

Sharon Bauer

To:

"Ellis, Larry"

CC:

"Poppell, Ed"

On Fri, 25 Jan 2002, Ellis, Larry wrote:

> Ms. Bauer:

>

> Section 119.07(3)(o) Florida Statutes states:

> Data processing software obtained by an agency under a licensing agreement

> which prohibits its disclosure and which software is a trade secret, as

> defined in Section 812.081, (Florida Statutes), and agency-produced data

> processing software which is sensitive are exempt from the provision of

> subsection (1) and Section 24(a), Article l of the State Constitution.

>

> According to an attorney general opinion (AGO 90-102):

> If the software used is licensed to the University, section 119.07(3)(o)

> exempts from disclosure and copying data processing software which is

> obtained by the University pursuant to a licensing agreement which prohibits

> its disclosure and which software is a trade secret.

That's ridiculous. If you type a document in Word, you

can't withhold the resulting document because licensed

software was used to create it. You have to provide the

requester a copy of the document, not Word. You claim that

your staff spent 23 hours writing programs to copy these

public records to a CD. We're not asking you for SAS,

COBOL, SQL, or whatever other software was used to write and

run the programs. We want the resulting agency-produced

programs, which are neither licensed nor sensitive. You

need to use the licensed software to print out a copy of

those programs. You still haven't complied with the

requirement that you state specifically how this exemption

applies. What licensed software are you claiming that you

can't provide to us?

> Regarding the communications pertaining to the Public Records Exemption

> Project, I was on annual leave December 14th through December 27th. Thus,

> your request of December 13th was responded to on December 28th.

>

> Larry T. Ellis

I find it hard to believe that you don't check your mail

while you're on vacation or have it forwarded to someone

else to be handled in your absence, that it's just ignored

whenever you're out of the office. That's a very odd way to

do business and certainly isn't how it's done in any office

I've ever worked in.

This is a public records request to view (1) all messages

you received during your vacation and (2) all replies to

those messages. In lieu of providing those records for

review, you could just admit that other mail was read and

responded to during that period if that is in fact the case.

Sharon Bauer

President, AFSCME Local 3340

No response as of 5/9/02

ATTACHMENT 9

From: Sharon Bauer

To: kew, cyl, lhodges

Subject: Alex Trapp

BCC to: share@

Date sent: Thu, 27 Jan 2000 09:48:18 -0400

As part of the investigation of a grievance on behalf of Alex Trapp, I am

requesting copies of any and all records that you have pertaining to the

incident that happened at her workplace on January 4 with a coworker--

including but not limited to any notes of conversations, signed

statements, and police reports. Please mail them to my attention at Box

100152. Thank you.

From: "Lisa D Hodges"

Organization: VPHA, University of Florida

To: "Sharon Bauer"

Date sent: Fri, 28 Jan 2000 09:02:36 -0400

Subject: Re: Alex Trapp

Copies to: Jerry Kendell Davis ,

KEW@vpha.health.ufl.edu,

cyl@vpha.health.ufl.edu

Priority: normal

Sharon I've checked with Clement Lindsey who indicates that he only has

duplicates of all the documents provided to me. Kathy Ward does not have

any documents relating to this matter. Therefore, the charges associated

with this request will be $1.95 for 13 pages at $.15 a copy. Please

provide cash payment to our office or make your check payable to the

University of Florida. Your request will be available for immediate pick

from office upon payment. Although you have requested to have the

package sent through campus mail, please know that I can not assure

successful delivery and will not be responsible for any problems/delays.

If you would still like me to send it through campus mail, please

confirm.

From: Sharon Bauer [mailto:sbauer@vpha.health.ufl.edu]

Sent: Friday, January 28, 2000 2:10 PM

To: kim-c@ufl.edu

Subject: (Fwd) Re: Alex Trapp

Kim,

In all my years of requesting records from half a dozen different state

agencies, I've NEVER before had one demand payment in advance or refuse

to mail records because they "can not assure successful delivery."

Usually, an agency will mail a bill with the records. Is it UF policy to

require payment in advance for all records requests, even for a $1.95

request from someone who makes them regularly? When attorneys request

records, are they told that they have to pay in advance and pick the

records up in person? How much would it cost to have the 13 pages faxed

to the AFSCME office?

Sharon

From: Czaplewski, Kim[SMTP:kim-c@ufl.edu]

Sent: Monday, January 31, 2000 4:37 PM

To: 'Sharon Bauer'

Subject: RE: (Fwd) Re: Alex Trapp

I will talk to Lisa about this and she will get back with you. Thanks for

bringing it to my attention.

Kimberly M. Czaplewski

Assistant Director

University Personnel Services

Phone: 352-392-1072

Fax: 352-392-7991

From: Sharon Bauer [mailto:sbauer@vpha.health.ufl.edu]

Sent: Thursday, February 03, 2000 8:59 AM

To: kim-c@ufl.edu

Subject: (Fwd) Alex Trapp

Kim, I don't believe an employee has to pay for records from their file

in connection with a grievance, and I'm requesting a refund of the $1.95

that I was required to pay for them.

Sharon

From: Czaplewski, Kim[SMTP:kim-c@ufl.edu]

Sent: Thursday, February 03, 2000 2:14 PM

To: 'Sharon Bauer'

Subject: RE: (Fwd) Alex Trapp

Actually we charge employees for any copies that we make for them,

regardless of the subject matter. Therefore, we will not be able to give

you a refund.

Kimberly M. Czaplewski

Assistant Director

University Personnel Services

Phone: 352-392-1072

Fax: 352-392-7991

From: Sharon Bauer [mailto:sbauer@vpha.health.ufl.edu]

Sent: Thursday, February 03, 2000 1:28 PM

To: Czaplewski, Kim

Subject: RE: (Fwd) Alex Trapp

Actually, I know that's not true. Therefore, we'll be grieving it.

From: Czaplewski, Kim[SMTP:kim-c@ufl.edu]

Sent: Thursday, February 03, 2000 3:35 PM

To: 'Sharon Bauer'

Subject: RE: (Fwd) Alex Trapp

You are certainly free to file a grievance.

If you would like to give me your examples ahead of time to explore, I would

appreciate it.

Kimberly M. Czaplewski

Assistant Director

University Personnel Services

Phone: 352-392-1072

Fax: 352-392-7991

From: Czaplewski, Kim[SMTP:kim-c@ufl.edu]

Sent: Monday, February 14, 2000 4:05 PM

To: 'Sharon Bauer'

Subject: Copy Costs

Sharon,

I apologize for the delay in response. We are in the process of developing

a policy on charging for copies to ensure consistency throughout the

division.

I believe the amount of refund you are requesting is $1.95? If that is the

correct amount, I will investigate the fastest way to refund the money to

you.

If you have any questions, let me know.

Kimberly M. Czaplewski

University Personnel Services

ATTACHMENT 10

From: Sharon Bauer [mailto:share@]

Sent: Tuesday, February 15, 2000 12:49 PM

To: dugjones@ufl.edu

Subject: URL

Dug,

Here's the URL for the report by the Congressional Office of Technology

Assessment:

We were very disappointed that you didn't comply with our January 26

request to review your file on the planned switch to night shift at our

meeting yesterday. I wonder, based on your repeated efforts to get us to

specify certain documents so that you could copy those for us, if perhaps

you're just not aware of the responsibilities of a records custodian under

the public records law. A person who has custody of a public record must

permit the record to be inspected and examined by any person desiring to

do so. Requestors are allowed to make broad requests and can't be

required to specify the documents they want to see, since they may not

know what documents exist. If you didn't understand what we wanted based

on my original letter, you're required to promptly notify the requestor

that more information is needed. We want to see all public records that

you have pertaining to the proposed switch of Building Services staff to

night shift, as well as the survey responses from last October's employee

survey and any surveys you've done of other universities. "Public

records" means all papers, letters, notes, e-mails, anything made or

received in the transaction of official business that's not specifically

exempted from the public records law. If you contend that any of the

records are exempt, you're required to state the exemption that applies,

redact that portion, and produce the remainder of that document. The

Florida Supreme Court has said that the only delay permitted under Ch.

119, F.S., "is the limited reasonable time allowed the custodian to

retrieve the record." Therefore, we hope to be able to review these

records in the very near future.

Sharon

Date: Tue, 15 Feb 2000 15:42:16 -0500

From: "Jones, Dug"

To: 'Sharon Bauer'

Cc: "O'Brien, David" ,

"Sherry Larson (E-mail)" ,

"'kimc@ufl.edu'"

Subject: RE: URL

Ms.Bauer,

Your characterization of what occurred yesterday as a refusal or failure to

comply with a request for information is ridiculous. As I explained very

clearly to you yesterday......I do not currently maintain a single file

titled "night shift". My filing system is a great deal more specific than

the broad designation that you are anticipating. I have offered to provide

you any and everything that I have associated with the planned shift change.

Quite simply the information has to be gathered from a half dozen or more

files/locations. I have begun compiling the information into one folder

which I will happily name "night shift" if that better meets your

expectations.

I have a law degree from the University of Florida and understand quite

satisfactorily my obligations under the relevant statute. In fact, the

majority of the information that you have requested has already been

provided to union personnel. First, two years ago when the first group was

moved to nights and more recently following the meeting requested by Mario

Rivera (and Frank Bonham).

I will contact you when my support staff has had the opportunity to locate

and compile the information that have requested.

Sincerely,

Dug Jones

Asst. Dir./PPD

Date: Thu, 17 Feb 2000 07:21:13 -0500 (EST)

From: Sharon Bauer

To: "Jones, Dug"

Cc: jerrys@admin.ufl.edu

Subject: RE: URL

On Tue, 15 Feb 2000, Jones, Dug wrote:

> Ms.Bauer,

>

> Your characterization of what occurred yesterday as a refusal or failure to

> comply with a request for information is ridiculous. As I explained very

> clearly to you yesterday......I do not currently maintain a single file

> titled "night shift". My filing system is a great deal more specific than

> the broad designation that you are anticipating. I have offered to provide

> you any and everything that I have associated with the planned shift change.

> Quite simply the information has to be gathered from a half dozen or more

> files/locations. I have begun compiling the information into one folder

> which I will happily name "night shift" if that better meets your

> expectations.

In January, we asked to meet with you to discuss the proposed shift change

and to review your file on that issue at the meeting. In particular, we

asked to see "the data which led you to conclude that you will be able to

increase coverage to 25,000 sq. ft. per custodian as a result of this

change." When we met on February 14, you produced no records for us to

review. Your stated reason was that the records were not in a "file" but

in multiple files. You did not offer to provide those files. You offered

to provide copies of any documents we could specifically name. We

insisted on seeing the files, and you agreed to produce them at some later

time. To date, you have produced no records for our review. You consider

this to be timely compliance with our request. We disagree.

> I have a law degree from the University of Florida and understand quite

> satisfactorily my obligations under the relevant statute. In fact, the

> majority of the information that you have requested has already been

> provided to union personnel. First, two years ago when the first group was

> moved to nights and more recently following the meeting requested by Mario

> Rivera (and Frank Bonham).

The fact that some of these records were viewed by some other people at

some other time is irrelevant to our request.

A year ago, Associate General Counsel Steve Prevaux was claiming that an

employee's departmental personnel file was the supervisor's "personal"

file that didn't have to be shown to the employee, a position subsequently

determined to be incorrect. Clearly, possession of a law degree is not

synonymous with possession of knowledge of the relevant statute.

> I will contact you when my support staff has had the opportunity to locate

> and compile the information that have requested.

Again, we hope to review these records in the very near future.

> Sincerely,

> Dug Jones

> Asst. Dir./PPD

On Sun, 20 Feb 2000, Jones, Dug wrote:

Ms. Bauer,

The information will be available by the end of this week. How about Friday

at 9am in the Building Services administrative office (Bldg 703, room 101)?

Dug Jones

Date: Mon, 21 Feb 2000 15:56:30 -0500 (EST)

From: Sharon Bauer

To: "Jones, Dug"

Subject: Re: access to files

Sometime in the early afternoon would be better for me.

On Tue, 22 Feb 2000, Jones, Dug wrote:

I'm out Friday afternoon. How about Tuesday at 9am? or do you need it to be

afternoon independant of which day it is?

From: Sharon Bauer [mailto:share@]

Sent: Tuesday, February 22, 2000 11:54 AM

To: Jones, Dug

Subject: RE: access to files

I'd prefer to do it on my lunch hour, which is usually from 1-2. Isn't

there someone else who can do this in your absence?

On Tue, 22 Feb 2000, Jones, Dug wrote:

I'd prefer to do it myself in case you have questions or additional needs. I

can be available between 1 and 2pm on either monday (2/28) or thursday

(3/2).

Date: Tue, 22 Feb 2000 14:01:54 -0500 (EST)

From: Sharon Bauer

To: "Jones, Dug"

Subject: RE: access to files

Although I believe this is an additional unnecessary and illegal delay,

apparently it will have to be Monday.

Date: Fri, 18 Aug 2000 01:30:33 -0400 (EDT)

From: Sharon Bauer

To: poppell@nervm.nerdc.ufl.edu

Cc: Colburn@aa.ufl.edu

Subject: RE: URL (fwd)

In February, we asked to review these "half dozen or more files"

containing records on the shift change. They haven't been produced to

date. Instead, Dug Jones selected from those files four records we'd

already seen and one we'd specifically requested at the February

consultation. He denied the existence of any calculations, studies (other

than an AAU benchmarking study that recommended reducing Building Services’

topheavy administration), meeting minutes, or correspondence (other than a

reply to an earlier AFSCME records request) pertaining to the shift. We

reported this to Pres. Young in May and June. We still want to review all

records to date excluding those already provided.

Sharon

---------- Forwarded message ----------

Date: Thu, 17 Feb 2000 07:21:13 -0500 (EST)

From: Sharon Bauer

To: "Jones, Dug"

Cc: jerrys@admin.ufl.edu

Subject: RE: URL

On Tue, 15 Feb 2000, Jones, Dug wrote:

> Ms.Bauer,

>

> Your characterization of what occurred yesterday as a refusal or failure to

> comply with a request for information is ridiculous. As I explained very

> clearly to you yesterday......I do not currently maintain a single file

> titled "night shift". My filing system is a great deal more specific than

> the broad designation that you are anticipating. I have offered to provide

> you any and everything that I have associated with the planned shift change.

> Quite simply the information has to be gathered from a half dozen or more

> files/locations. I have begun compiling the information into one folder

> which I will happily name "night shift" if that better meets your

> expectations.

In January, we asked to meet with you to discuss the proposed shift change

and to review your file on that issue at the meeting. In particular, we

asked to see "the data which led you to conclude that you will be able to

increase coverage to 25,000 sq. ft. per custodian as a result of this

change." When we met on February 14, you produced no records for us to

review. Your stated reason was that the records were not in a "file" but

in multiple files. You did not offer to provide those files. You offered

to provide copies of any documents we could specifically name. We

insisted on seeing the files, and you agreed to produce them at some later

time. To date, you have produced no records for our review. You consider

this to be timely compliance with our request. We disagree.

> I have a law degree from the University of Florida and understand quite

> satisfactorily my obligations under the relevant statute. In fact, the

> majority of the information that you have requested has already been

> provided to union personnel. First, two years ago when the first group was

> moved to nights and more recently following the meeting requested by Mario

> Rivera (and Frank Bonham).

The fact that some of these records were viewed by some other people at

some other time is irrelevant to our request.

A year ago, Associate General Counsel Steve Prevaux was claiming that an

employee's departmental personnel file was the supervisor's "personal"

file that didn't have to be shown to the employee, a position subsequently

determined to be incorrect. Clearly, possession of a law degree is not

synonymous with possession of knowledge of the relevant statute.

> I will contact you when my support staff has had the opportunity to locate

> and compile the information that have requested.

Again, we hope to review these records in the very near future.

> Sincerely,

> Dug Jones

> Asst. Dir./PPD

Date: Wed, 30 Aug 2000 13:17:58 -0400 (EDT)

From: Sharon Bauer

To: colburn@aa.ufl.edu

Cc: blackwec@, afscme79@

Subject: RE: Custodians (fwd)

On 8/18 and again on 8/21 I asked that you provide me with copies of the

memos that had been distributed regarding your committee to study the

night shift. I've received no response to my emails requesting those

records. I haven't received any of the many other records that I've

requested in writing at various times since April from you, Jerry

Schaffer, Ed Poppell, and Pres. Young. I still haven't received the

original committee memos, and I understand that another one has come out

announcing the appointment of members. Please email me or fax me copies

of all of the DDD memos on this committee as soon as possible.

Sharon Bauer

Date: Wed, 6 Sep 2000 18:15:17 -0400 (EDT)

From: Sharon Bauer

To: "Poppell, Ed"

Cc: afscme79@

Subject: Records Requests

This is in response to your August 31 memo, which I received today.

1. Utility bills from fall 1998 to date--The records you provided are

through November 1999. There's no utility data for the past nine

months?

2. Night shift survey forms--You say that you've supplied the survey form

and the completed surveys for the only survey performed. That's not true.

The only surveys we received were from customers. Building Services

employees were surveyed by the department in March or April about their

shift preferences. We still haven't received those forms despite several

requests. If management's denying the existence of those forms, we can

get affidavits from employees.

6. Half dozen or more files containing records on the shift change--You

claim that I've already reviewed those files. That's not true. I reviewed

a few documents that Dug Jones pulled from his files and put in a separate

folder for that purpose. After seven months, we're still demanding that

all Building Services records pertaining to the shift change be made

available for inspection.

8. Personnel database--After the University responded to our original

request by saying that it would take at least 8 hours of labor to select

certain fields, we said that we didn't want any selection done and that we

wanted the complete database copied to CD and would do our own

programming. Instead, they've copied partial information to a file and

claimed that it took 11 hours and cost $240. That isn't what we

requested, and we certainly didn't authorize that work. In addition,

they've apparently omitted information that employees requested not be

released but that isn't exempted from Chapter 119, which is a violation of

the public records law. We requested the entire database, exclusive of

any exempt information. As for your letter to our Jacksonville office

asking that we "take responsibility for any misuse of this information,"

we don't have to take responsibility for accepting public records in order

for you comply with our request. The university continues to be in

violation of the law.

You also state that you're awaiting payment for the cost of producing

previous records. If you're referring to the $240 for copying the

personnel database to CD, we didn't authorize the work that was done and

have no intention of paying for it, particularly since that data's

now out of date. We'll pay for the entire database when it's copied to

CD, which should take a matter of minutes.

Date: Thu, 21 Sep 2000 18:13:08 -0400 (EDT)

From: Sharon Bauer

To: "Poppell, Ed"

Subject: Public Records

I received a letter from you yesterday stating, "We again offer your

review of all files regarding the shift change."

In fact, the university has never offered such a review, although we have

been demanding to see the files since January. Last month, Dug Jones

falsely claimed at a meeting with BOR representatives that he had already

produced for our review a "six-inch-thick stack" of documents. We want to

see this six-inch stack of documents as soon as possible--as well as any

other documents that have been generated since he showed me a

less-than-one-inch stack of documents in March. If the University is

going to comply with the law at long last, then when and where can we

review these files?

Date: Wed, 27 Sep 2000 08:30:54 -0400

From: "O'Brien, David"

To: "'share@'"

Cc: "Poppell, Ed" , "Walker, Pam"

Subject: FW: Public Records

Ms Bauer. Ed Poppell asked me to contact you with regard to your request to

review the documents we have regarding the Building Services night shift

work. I have in my office the stack of documents Dug reffered to. You are

welcome to come review and make copies of them. Please contact my

Administrative Assistant, Pam Walker at 392-1141 or pwalker@ufl.edu to make

the arrangements. Dave O'Brien

From: jerry [mailto:jerryw@GNV.IFAS.UFL.EDU]

Sent: Thursday, September 28, 2000 11:49 AM

To: daveob@ufl.edu; poppell@admin.ufl.edu; pwalker@ppd.ufl.edu;

sbauer@vpha.health.ufl.edu

Subject: documents request

I am sending this mail to confirm our telephone conversation

yesterday in which I requested to see the documents related to the

custodial workers night shift. I am disappointed that you did not notify

me of an appropriate time when I can review this material before I left

work at 5 P.M.

The issue of review of these documents was discussed during the

consultation with the Board of Regents in Tallahassee at which you were

present. You have advised Interim Vice President Poppell that these

documents were available for review by contacting your Administrative

Assistant, Ms. Pam Walker, at 3921141. I was surprised when after making

my request that neither Ms. Walker nor you would would schedule an

appointment for me. Since the only delay that the Florida Public Records

law allows for is the time needed to assemble the documents, I do not

understand why you are now delaying my review of these documents.

I reiterate my request to review all of the records in your

possession relating to the custodial workers night shift. I expect that

you will contact me as soon as possible to inform me of a suitable time.

I can be reached at work at 392-1991 ext. 242 or by e-mail at

jerryw@gnv.ifas.ufl.edu

Date: Wed, 28 Sep 2000 15:26:54 -0400

From: "O'Brien, David"

To: "'sbauer@vpha.health.ufl.edu'" ,"

Subject: Re: FW: documents request

Copies to: "Poppell, Ed" , "Walker, Pam"

Ms Bauer......Mr Williams called yesterday and said you had asked that he

review the files on the Union's behalf. I told him that since I sent that

email to you that I would await a response from you. Please advise. Dave

O'Brien

From: Sharon Bauer

To: "'sbauer@vpha.health.ufl.edu'" ,"O'Brien,

David"

Subject: Re: FW: documents request

Copies to: "Poppell, Ed" , "Walker, Pam"

Date sent: Thu, 28 Sep 2000 15:31:05 -0400

I cannot fathom why you are bothering me with this. Mr. Williamson has

the same right to view this record as any other member of the public.

[Nothing in the file from before we first viewed it except the four documents cited.]

ATTACHMENT 11

Date: Thu, 20 Apr 2000 16:13:54 -0400 (EDT)

From: Sharon Bauer

To: rmarrin@ufl.edu

Subject: Personnel Data

Robin, I need a file containing the following information for all UF

employees:

First Name

Last Name

Department

Class Code

Annual Salary

Work Location and PO Box

Work Phone

Home Address, City, State and Zip

Home Phone

Hire Date

Class Date

Race

Sex

Educational Level

Would it be possible to e-mail the file to my GatorLink account

(sbauer@ufl.edu) since the freenet has such a small size limit?

Could we set up an account that would allow us to do this ourselves on

a regular basis?

Also, could we get a copy of the UF phone directory (i.e., faculty, staff,

and student e-mail addresses) in electronic format?

Thanks,

Sharon Bauer

President, AFSCME Local 3340

392-3900

Date: Fri, 7 Jul 2000 15:20:45 -0400 (EDT)

From: Sharon Bauer

To: larry-ellis@ufl.edu

Subject: Personnel Data (fwd)

Larry, here's the message I sent to Robin in April. When Mark said it

would take more than 8 hours to do this, I requested that they just copy

the whole file, since that would take less time than writing a program

that specified certain fields. I understand that the whole file would be

too large to mail, so we'd like it copied to CD or, preferably, to a web

server for downloading. For home address, we need both street address and

mailing address for the reasons I explained on the phone.

Thanks for your help,

Sharon

Date: Thu, 20 Jul 2000 10:26:55 -0400 (EDT)

From: Sharon Bauer

To: larry-ellis@ufl.edu

Bcc: share@

Subject: Re: Personnel Data (fwd)

Today I went by the AFSCME office and found a printed copy of the UF

Campus Directory that you sent to me via U.S. Mail with a note indicating

that it was in response to our request for the directory.

Below is a copy of my July 7 message forwarding you a copy of my April 20

request. You'll note that we requested it in electronic format. I

explained to you on the telephone that we wanted the current directory

information that is available to the public on the UF web page.

Like every other UF office employee, I have a copy of the 1999-2000

printed directory on my desk.

Sharon

Date: Fri, 18 Aug 2000 01:39:50 -0400 (EDT)

From: Sharon Bauer

To: poppell@nervm.nerdc.ufl.edu

Cc: Colburn@aa.ufl.edu

Subject: Personnel Data (fwd)

Ed,

Here are two requests. There were also ones to John Tucker last November,

Charles Young in June, and David Colburn earlier this week.

The request for the directory "in electronic format" resulted in a copy of

the printed 1999-2000 directory being mailed to us although I'd told Larry

Ellis on the phone that we wanted the one on the Web.

Sharon

Date: Wed, 6 Sep 2000 18:42:48 -0400 (EDT)

From: Sharon Bauer

To: Poppell@admin.ufl.edu

Cc: afscme79@

Subject: Records Request

I've just examined the text file on the CD you sent. The CD is labeled

"Employee Telephone Directory," and it contains only employee data. That

isn't what we requested. We asked for the directory information that's

available on the web, including faculty, staff, and student email

addresses.

To: Sharon Bauer

From: "Poppell, Ed"

Date: Thu, 7 Sep 2000

RE: Records Request

The Registrars office will be contacted where this information is located

and they will be asked to provide the appropriated data that they manage.

Ed

Date: Thu, 14 Sep 2000 18:54:18 -0400 (EDT)

From: Sharon Bauer

To: "Poppell, Ed"

Cc: blackwec@, afscme79@

Subject: RE: Records Request

Once again, I am compelled to inform you that the university has failed to

comply with our request, outstanding since last November and reiterated

many times since then at every administrative level, for "the directory

information that's available on the web, including faculty, staff, and

student email addresses... in electronic format... copied to CD or,

preferably, to a web server for downloading."

Today I received a package containing an unusable 9-track tape accompanied

by hundreds of pages of printouts containing student street addresses and

telephone numbers but no email addresses.

Sharon

Date: Fri, 30 Mar 2001 16:27:53 -0500

From: Sharon Bauer

To: "Czaplewski, Kim"

CC: "Larson, Sherry" ,

"Ellis, Larry" , poppell@nervm.nerdc.ufl.edu

Subject: Re: Reservation

Kim,

Once again, the request was for all records that Employee Relations has

pertaining to this altercation. The continual delaying tactics of referring us

back to our union staff or pretending not to understand clear written requests

constitute further violations of the public records law. The administration

still has not complied with our long-standing requests for the personnel

database, the email directory, and all records pertaining to appointment of the

night shift committee, despite our repeated requests to the vice president,

provost, president, and vice chancellor over the past 18 months. At a

consultation last fall, our director advised the vice chancellor that AFSCME

would take legal action if these records were not provided.

If, as you indicate, a suspension took place, then are you saying that you took

disciplinary action before concluding your investigation?

If you contend that a requested record is exempt from inspection, then you are

required by law to cite the specific statutory exemption, and you have not

complied with the law. I am entitled to request that you state in writing the

particular reasons for your conclusion that the exemption applies, and I am

requesting that you do so.

Your response is also untimely, in that I requested these records well over a

month ago. The Florida Supreme Court has stated that the only delay permitted

"is the limited reasonable time allowed the custodian to retrieve the record and

delete those portions of the record the custodian asserts are exempt." According

to the AG's Government-in-the-Sunshine Manual, "Any delay in production of the

records beyond what is reasonable under the circumstances may subject the

custodian to liability for failure to produce public records."

Again, I did not ask for Frank Bonham's records. It has been apparent to me for

some time that UF administrators operate under the mistaken assumption that they

can circumvent the members of the local union by refusing to deal with us and

instead only dealing with our staff. Marc Brody and Frank Bonham have no

authority over us whatsoever. We do not work for them; they work for us. They

are resources that we can call upon when we feel the need. Other than with

regard to certain grievance responsibilities that they have been delegated by

our state president, they do not speak for our local except when we authorize

them to. I have chosen to consult our union's general counsel on legal matters

rather than our regional director, Marc.

I have just learned that we need additional records as well. Last year, non

bargaining unit employees reportedly were allowed to vote on ratification of the

contract because there was no list of eligible employees to check off. Since we

have been advised that we need to vote again within the next two weeks, we would

like to have a list of employees in the AFSCME bargaining unit as soon as

possible, preferably with home addresses and telephone numbers. Also, once we

know the times and locations, we will want to send an email announcement to your

personnel newsletter list, whichever is easier.

Sharon

ATTACHMENT 12

Date: Tue, 15 Feb 2000 12:48:30 -0500 (EST)

From: Sharon Bauer

To: dugjones@ufl.edu

Subject: URL

Dug,

Here's the URL for the report by the Congressional Office of Technology

Assessment:

We were very disappointed that you didn't comply with our January 26

request to review your file on the planned switch to night shift at our

meeting yesterday. I wonder, based on your repeated efforts to get us to

specify certain documents so that you could copy those for us, if perhaps

you're just not aware of the responsibilities of a records custodian under

the public records law. A person who has custody of a public record must

permit the record to be inspected and examined by any person desiring to

do so. Requestors are allowed to make broad requests and can't be

required to specify the documents they want to see, since they may not

know what documents exist. If you didn't understand what we wanted based

on my original letter, you're required to promptly notify the requestor

that more information is needed. We want to see all public records that

you have pertaining to the proposed switch of Building Services staff to

night shift, as well as the survey responses from last October's employee

survey and any surveys you've done of other universities. "Public

records" means all papers, letters, notes, e-mails, anything made or

received in the transaction of official business that's not specifically

exempted from the public records law. If you contend that any of the

records are exempt, you're required to state the exemption that applies,

redact that portion, and produce the remainder of that document. The

Florida Supreme Court has said that the only delay permitted under Ch.

119, F.S., "is the limited reasonable time allowed the custodian to

retrieve the record." Therefore, we hope to be able to review these

records in the very near future.

Sharon

AFSCME Local 3340

1107 NW 6th Street, Suite B

Gainesville, FL 32609

June 29, 2000

Pres. Charles E. Young

Box 113150

University of Florida

Gainesville, FL 32611

Dear Pres. Young:

We want to wish Mrs. Young a speedy recovery. The university’s first family is in our thoughts and prayers.

While we appreciate the many demands on your time, we are once again requesting a meeting to discuss the university’s costly plan to move custodial staff to night shift. Our first two letters resulted in replies that, according to UF meeting minutes, were written by Dug Jones of Building Services for Vice Pres. Jerry Schaffer’s signature. They contained the same misinformation that we have heard from Mr. Jones for 18 months and that you have no doubt heard. He has made it necessary for us to distribute the enclosed handout “Top 10 Management Lies About the Night Shift.”

AFSCME members have voted not to meet with VP Schaffer, and I am bound by that decision. We feel that it is vital that we have a brief dialogue with you about this issue. Please afford us an opportunity to clarify any misconceptions that have prevented you from intervening to stop this move. We are sincerely interested in learning which of our arguments against this move you have found unpersuasive and why, so that we can provide you with additional information:

• That this was tried 20 years ago and found to be too costly due to electricity and other expenses?

• That the federal Centers for Disease Control and Prevention recommends against night shift because of its well documented health effects?

• That women will be in jeopardy alone in isolated buildings?

• That this move was undertaken with no customer or staff input, no cost-benefit analysis, absolutely nothing to back up Mr. Jones’ claims of greater customer satisfaction and $250,000 cost savings (after 10% shift differential pay, electricity, absenteeism, and theft)?

We reported to you in our May 1 letter that Mr. Jones had denied us access to his files on this matter, in violation of the public records law, while informing his superiors that he had shared them with us. We believe that this constitutes Falsification of Records or Statements. A month after our January request, he finally responded by denying the existence of any calculations, studies (other than an AAU benchmarking study that recommended reducing Building Services’ top-heavy administration), meeting minutes, email, or other correspondence (other than a reply to an earlier AFSCME records request) pertaining to the night shift. We believe that this constitutes either falsification or malfeasance. We received a response to the May 1 letter six weeks later, after I mentioned to Employee Relations that we had not received the records requested in it. However, the records still have not been received to date, in violation of the public records law. Last fall, we requested utility data for the night shift pilot project and were given records for the year ending three months before the pilot began. Since last year, we have been requesting the personnel database; we were finally told last month that the university charges a “standard fee” of $240 for any personnel data, in violation of the public records law. In April, we requested a copy of the university directory and were told that it was not available, in violation of the public records law.

We would appreciate it if you could spare us 15 minutes of your time prior to the planned August implementation of this move.

We look forward to hearing from you. I can be reached by telephone at 392-3900 and by email at share@.

Very truly yours,

Sharon Bauer

President

cc: Local 3340 Executive Board

A. Joseph Layon, M.D.

Date: Wed, 6 Sep 2000 18:15:17 -0400 (EDT)

From: Sharon Bauer

To: "Poppell, Ed"

Cc: afscme79@

Subject: Records Requests

This is in response to your August 31 memo, which I received today.

1. Utility bills from fall 1998 to date--The records you provided are

through November 1999. There's no utility data for the past nine

months?

2. Night shift survey forms--You say that you've supplied the survey form

and the completed surveys for the only survey performed. That's not true.

The only surveys we received were from customers. Building Services

employees were surveyed by the department in March or April about their

shift preferences. We still haven't received those forms despite several

requests. If management's denying the existence of those forms, we can

get affidavits from employees.

6. Half dozen or more files containing records on the shift change--You

claim that I've already reviewed those files. That's not true. I reviewed

a few documents that Dug Jones pulled from his files and put in a separate

folder for that purpose. After seven months, we're still demanding that

all Building Services records pertaining to the shift change be made

available for inspection.

8. Personnel database--After the University responded to our original

request by saying that it would take at least 8 hours of labor to select

certain fields, we said that we didn't want any selection done and that we

wanted the complete database copied to CD and would do our own

programming. Instead, they've copied partial information to a file and

claimed that it took 11 hours and cost $240. That isn't what we

requested, and we certainly didn't authorize that work. In addition,

they've apparently omitted information that employees requested not be

released but that isn't exempted from Chapter 119, which is a violation of

the public records law. We requested the entire database, exclusive of

any exempt information. As for your letter to our Jacksonville office

asking that we "take responsibility for any misuse of this information,"

we don't have to take responsibility for accepting public records in order

for you comply with our request. The university continues to be in

violation of the law.

You also state that you're awaiting payment for the cost of producing

previous records. If you're referring to the $240 for copying the

personnel database to CD, we didn't authorize the work that was done and

have no intention of paying for it, particularly since that data's

now out of date. We'll pay for the entire database when it's copied to

CD, which should take a matter of minutes.

ATTACHMENT 13

Date: Mon, 28 Aug 2000

To: Sharon Bauer

From:

Subject: employment at U of F

Sharon thank you so much for the speedy reply.

it may help to let you know that i have a

recruiter(melissa mayer,melissa-mayer@

392-4621) greg marwede the assistant director is also

helping out.by helping out i mean get me into the U of

F critical needs positions in information services.so

i don't run out of space i'll let you contact melissa

to bring you up to date on whats been happening.I am

in Fort Wayne,Indiana and am desiring a job with the

university.I am trying to get in on the Presidents

social security back to work initiative but due to a

gap in my employment the state rule since 1992 says i

can't work there until i complete a full year

somewhere else.I am wondering is that even if I have a

disability as the reason for the gap? If you have any

ideas about how we can get around this situation it

sure would be appreciated.feel free to pull up my app.

from melissa. thank you so much!!!

To: greg-marwede@ufl.edu

From: Sharon Bauer

Sent: Thursday, September 07, 2000 5:35 PM

Subject: Recruitment

Do you have anything in writing on the policy of disqualifying applicants

who've been out of work for some period of time? If so I'd appreciate a

copy. I don't find anything on this in the UF or SUS rules. Thanks.

To: Sharon Bauer

From: greg-marwede@ufl.edu

Date: Fri, 8 Sep 2000

Subject: Re: Recruitment

Sharon, we in CEC are charged to build applicant pools that

are composed of

the most appropriate, competitive candidates available. Accordingly,

applicants without recent, relevant experience and/or

education may not be

among those competitive for inclusion in applicant pools.

From: Sharon Bauer [mailto:share@]

Sent: Friday, September 08, 2000 4:51 PM

To: Marwede, Greg

Subject: RE: Recruitment

So, your response to my public records request is that you have no

documents stating this, you have no written guidelines that you apply?

To: Sharon Bauer

From: greg-marwede@ufl.edu

Date: Wed, 13 Sep 2000

Subject: Re: Recruitment

Sharon;

I did not realize that you were making a formal public records request, but

rather only a practical, but informal inquiry. My response was consequently

informal originally. For a reference to our procedure requiring us to

evaluate recent relevant work experience of applicants for referral

consideration, please refer to the following site in Chapter 7, UF Business

procedures, which address this issue.



...Developing applicant pools from the results of recruiting

efforts based on subjective and objective merit principles

that include an evaluation of each applicant's education,

training, work history, performance records, general or

specific abilities, availability in relation to the

university's needs, and equal employment opportunity status.

Date: Tue, 19 Sep 2000 17:22:20 -0400 (EDT)

From: Sharon Bauer

To: "Marwede, Greg"

Subject: RE: Recruitment

I'd like to see, or get copies of (depending on the volume), any and all

training materials, procedures, memorandum, or anything whatsoever that

you have on evaluating applicants for inclusion in pools.

[No response as of 5/9/02]

ATTACHMENT 14

From: Sharon Bauer [mailto:share@]

Sent: Thursday, August 10, 2000 12:33 AM

To: colburn@ufl.edu

Cc: layon@anest1.anest.ufl.edu; cmchestnut@; SUHLFELD@

Subject: Custodians

As you know, AFSCME, UFF, the Faculty Senate, and others have requested

that any further moves of custodians to the graveyard shift be delayed

until the department conducts the promised study of the original pilot

project that ended a year ago. Building Services had informed us that

they sought no employee input and no customer input other than a survey

(which we feel was poorly designed) to one person in each building, and

conducted no cost-benefit analysis before proclaiming the pilot a

success and planning Phase II. You told me Monday that you don't

believe this, that you believe they have something. Please provide us

with a copy. However, Senate Chair Joe Layon can confirm that this is

what they told us.

The department's response last month was that instead they'd study Phase

II employees in February 2001, six months after the move. I understand

that they're now willing to say two or three months. That's just what

they told employees in the pilot project.

What's the reason for the rush to implement this? Why not just delay

this move for two or three months and study the people in the pilot

project instead? That's all it takes to make this whole problem go

away. We asked them a year ago to appoint a committee to study it and

they refused. Given the proven effects of night shift on employee

health, don't these employees at least deserve that?

BTW, in case you haven't seen it yet, tomorrow I'll be putting that AAU

benchmarking study--the one where the number-one recommendation is to

reduce Physical Plant's supervisor-to-employee ratio--on our web page,

~share/afscme3340.htm. That's an "economic decision"

they're not so eager to make.

Sharon Bauer

President, AFSCME Local 3340

To: Sharon Bauer [mailto:share@]

From: colburn@ufl.edu

Subject: Re: Custodians

Hi - I have not ignored your e-mail, although it might appear so. I asked

Building Services through Administrative Affairs for this information and

have not received anything yet. I have asked again today and will let you

know if I receive something. President Young has returned from California,

and I have also passed along your concerns to him. David Colburn

From: Sharon Bauer [mailto:share@]

Sent: Monday, August 14, 2000 6:01 PM

To: David Colburn

Subject: Re: Custodians

Thank you. You may be interested to know that we're filing a complaint with

the Attorney General's Office about numerous public records violations

throughout Administrative Affairs over the past year. We wrote to Pres. Young

to complain and got a letter back from the chief violator, Jerry Schaffer. We

still haven't received any of those records that we wrote about. We're

anxious to see whether Building Services produces records for you that they

denied the existence of when we requested them.

I've had scanner problems but intend to not only put the AAU study on our web

page but also mail it to you.

To: Sharon Bauer [mailto:share@]

From: colburn@ufl.edu

Date: Tue, 15 Aug 2000

Subject: Re: Custodians

Hi - I am sending you today the information you requested. Administrative

affairs also indicated that you wanted a complete listing of UF employees

and that it has taken them a while to get this to you. The delay was caused

by many of our employees, about 50 percent, who do not want their names and

information about them released. We have to be very careful in such cases to

review everyone's name before we release the information. I hope you

understand. David Colburn

Date: Wed, 16 Aug 2000 16:58:21 -0400 (EDT)

From: Sharon Bauer

To: David Colburn

Subject: RE: Custodians

I received a package from you today. I didn't request any of this

information, almost all of which I already had. None of the information

I've requested is included.

On Fri, 18 Aug 2000, David Colburn wrote:

Sharon - I read your comments in the paper this morning and I think it is

regrettable that a union leader would encourage folks to call and harrass

people over the phone. You may disagree with what's being done and why it is

being done, but harassment is not the way to address the issues. David

From: Sharon Bauer [mailto:share@]

Sent: Friday, August 18, 2000 11:27 AM

To: David Colburn

Subject: Re: your mail

I think it's regrettable that administrators would show complete

disregard for employees' health and safety. I don't see the students'

actions as harassment, just as you don't see your actions as harassing

dozens of custodians.

The package you sent me didn't include a copy of the memo about the

committee or board that was being appointed, and now I understand that

another memo's out. I'm curious why this information was communicated to

the faculty through the Senate and email, but not to the custodians

through their elected bargaining agent that's responsible for bringing

this issue to your attention. Also, since the Senate nominated the

faculty representatives, I wondered how the custodial representatives were

being chosen.

I find it ironic that the package included a blank copy of the survey form

that we sent to custodians in 2/99, which the administration confiscated

as unauthorized use of campus mail but which we nevertheless managed to

distribute and get responses to from almost 100% of custodians; but it

didn't include the completed surveys that Building Services had the

custodians fill out earlier this year, which we've made repeated requests

for since May.

Sharon

On Fri, 18 Aug 2000, David Colburn wrote:

Sharon - the logic of your view escapes me. Whatever you think, we did not

harass our custodians. And the President has indicated that we will look

thoroughly at the shift assignment and may well abandon it if the committee

so proposes. But to defend the harassment of a fellow in a wheelchair with

two small children or anyone else for that matter is beyond my

comprehension. Frankly, I am not sure we have anything more to communicate

about. David

Date: Fri, 18 Aug 2000 12:34:24 -0400 (EDT)

From: Sharon Bauer

To: David Colburn

Subject: RE: your mail

And the logic of your view escapes me. The "fellow in a wheelchair with

two small children" is a liar and a criminal who's deliberately withheld

public records while bragging about his law degree. The shift assignment

should've been looked at thoroughly last year following the pilot project

and before moving dozens more people. If the employees already on night

shift had been surveyed before the next group was moved (as the Senate

recommended), they'd say they're being harassed. The administration's

refusal to discuss it is precisely what's led us to where we are today.

Are you going to send me the memos and tell me how the custodians are

appointed?

Sharon

Date: Mon, 21 Aug 2000 16:17:20 -0400 (EDT)

From: Sharon Bauer

To: David Colburn

Subject: RE: Custodians

This is a follow-up to my message last week requesting copies of the memos

that have been distributed regarding the night shift committee. We'd like

to expand that public records request to include any email, notes, memos,

reports, or any other records pertaining to this issue, excluding any that

have been provided already (e.g., email to me). Please forward documents

that are available in electronic format to my email address, and those

that are available in hard copy to our fax number, 375-8068. Thank you.

Date: Wed, 30 Aug 2000 13:17:58 -0400 (EDT)

From: Sharon Bauer

To: colburn@aa.ufl.edu

Cc: blackwec@, afscme79@

Subject: RE: Custodians (fwd)

On 8/18 and again on 8/21 I asked that you provide me with copies of the

memos that had been distributed regarding your committee to study the

night shift. I've received no response to my emails requesting those

records. I haven't received any of the many other records that I've

requested in writing at various times since April from you, Jerry

Schaffer, Ed Poppell, and Pres. Young. I still haven't received the

original committee memos, and I understand that another one has come out

announcing the appointment of members. Please email me or fax me copies

of all of the DDD memos on this committee as soon as possible.

Sharon Bauer

Date: Wed, 30 Aug 2000 13:17:58 -0400 (EDT)

From: Sharon Bauer

To: colburn@aa.ufl.edu

Cc: blackwec@, afscme79@

Subject: RE: Custodians (fwd)

On 8/18 and again on 8/21 I asked that you provide me with copies of the

memos that had been distributed regarding your committee to study the

night shift. I've received no response to my emails requesting those

records. I haven't received any of the many other records that I've

requested in writing at various times since April from you, Jerry

Schaffer, Ed Poppell, and Pres. Young. I still haven't received the

original committee memos, and I understand that another one has come out

announcing the appointment of members. Please email me or fax me copies

of all of the DDD memos on this committee as soon as possible.

Sharon Bauer

ATTACHMENT 15

Date: Wed, 27 Sep 2000 08:30:54 -0400

From: "O'Brien, David"

To: "'share@'"

Cc: "Poppell, Ed" , "Walker, Pam"

Subject: FW: Public Records

Ms Bauer. Ed Poppell asked me to contact you with regard to your request to

review the documents we have regarding the Building Services night shift

work. I have in my office the stack of documents Dug reffered to. You are

welcome to come review and make copies of them. Please contact my

Administrative Assistant, Pam Walker at 392-1141 or pwalker@ufl.edu to make

the arrangements. Dave O'Brien

From: jerry [mailto:jerryw@GNV.IFAS.UFL.EDU]

Sent: Thursday, September 28, 2000 11:49 AM

To: daveob@ufl.edu; poppell@admin.ufl.edu; pwalker@ppd.ufl.edu;

sbauer@vpha.health.ufl.edu

Subject: documents request

I am sending this mail to confirm our telephone conversation

yesterday in which I requested to see the documents related to the

custodial workers night shift. I am disappointed that you did not notify

me of an appropriate time when I can review this material before I left

work at 5 P.M.

The issue of review of these documents was discussed during the

consultation with the Board of Regents in Tallahassee at which you were

present. You have advised Interim Vice President Poppell that these

documents were available for review by contacting your Administrative

Assistant, Ms. Pam Walker, at 3921141. I was surprised when after making

my request that neither Ms. Walker nor you would would schedule an

appointment for me. Since the only delay that the Florida Public Records

law allows for is the time needed to assemble the documents, I do not

understand why you are now delaying my review of these documents.

I reiterate my request to review all of the records in your

possession relating to the custodial workers night shift. I expect that

you will contact me as soon as possible to inform me of a suitable time.

I can be reached at work at 392-1991 ext. 242 or by e-mail at

jerryw@gnv.ifas.ufl.edu

Date: Wed, 28 Sep 2000 15:26:54 -0400

From: "O'Brien, David"

To: "'sbauer@vpha.health.ufl.edu'" ,"

Subject: Re: FW: documents request

Copies to: "Poppell, Ed" , "Walker, Pam"

Ms Bauer......Mr Williams called yesterday and said you had asked that he

review the files on the Union's behalf. I told him that since I sent that

email to you that I would await a response from you. Please advise. Dave

O'Brien

From: Sharon Bauer

To: "'sbauer@vpha.health.ufl.edu'" ,"O'Brien,

David"

Subject: Re: FW: documents request

Copies to: "Poppell, Ed" , "Walker, Pam"

Date sent: Thu, 28 Sep 2000 15:31:05 -0400

I cannot fathom why you are bothering me with this. Mr. Williamson has

the same right to view this record as any other member of the public.

ATTACHMENT 16

From: Sharon Bauer [mailto:share@]

Sent: Wednesday, March 28, 2001 12:39 PM

To: sllarson@ufl.edu

Subject: Reservation

Sherry,

We're holding a series of meetings to inform employees about pending

legislation and would like to hold one at Physical Plant. Would the

training trailer be available at lunch time (e.g., 11:30-2) one day next

week?

Also, the last time I spoke to you, I asked for copies of any records

pertaining to the altercation between Sharon DeSue and a coworker last

summer, I but haven't received anything. You did mention that she was out

on maternity leave, but that wouldn't have any affect on the availability

of those records, would it?

Thanks,

Sharon

Subject: RE: Reservation

Date: Thu, 29 Mar 2001 08:27:42 -0500

From: "Larson, Sherry"

To: "'Sharon Bauer'"

Sharon,

The training trailer (now known as Mainstreet) is available on Monday,

Thursday and Friday for the hours of 11:30 - 2.

Please let me know which day will work for you so I can get it reserved.

I will send the Desue info today.

sll

Subject: RE: Reservation

Date: Thu, 29 Mar 2001 11:16:52 -0500

From: "Larson, Sherry"

To: "'Sharon Bauer'"

CC: "Czaplewski, Kim"

Sharon,

I just spoke with Kim regarding your records request. She in turn spoke

with Mark Brody. Mark states that since the issue is still in the

investigation stage it is considered a confidential matter. Accordingly, you

should direct your request to Frank Bonham as he is the official AFSCME

holder of those records.

Thanks,

Sherry

From: Sharon Bauer [mailto:share@]

Sent: Thursday, March 29, 2001 7:57 PM

To: Larson, Sherry

Cc: Czaplewski, Kim; larry-ellis@ufl.edu

Subject: RE: Reservation

It was my understanding that the agency had already investigated and

issued a disciplinary action letter in this matter last summer, and that

it was being appealed. May I be so presumptuous as to suggest that you

seek legal advice from an attorney rather than the AFSCME Regional

Director? We didn't ask to see AFSCME's records; we asked for the public

records. We're not interested in whether Frank Bonham wants other members

to see them or not.

Sharon

ATTACHMENT 17

From: Sharon Bauer [mailto:share@]

Sent: Wednesday, March 28, 2001 12:39 PM

To: sllarson@ufl.edu

Subject: Reservation

Sherry,

We're holding a series of meetings to inform employees about pending

legislation and would like to hold one at Physical Plant. Would the

training trailer be available at lunch time (e.g., 11:30-2) one day next

week?

Also, the last time I spoke to you, I asked for copies of any records

pertaining to the altercation between Sharon DeSue and a coworker last

summer, I but haven't received anything. You did mention that she was out

on maternity leave, but that wouldn't have any affect on the availability

of those records, would it?

Thanks,

Sharon

Subject: RE: Reservation

Date: Thu, 29 Mar 2001 08:27:42 -0500

From: "Larson, Sherry"

To: "'Sharon Bauer'"

Sharon,

The training trailer (now known as Mainstreet) is available on Monday,

Thursday and Friday for the hours of 11:30 - 2.

Please let me know which day will work for you so I can get it reserved.

I will send the Desue info today.

sll

Subject: RE: Reservation

Date: Thu, 29 Mar 2001 11:16:52 -0500

From: "Larson, Sherry"

To: "'Sharon Bauer'"

CC: "Czaplewski, Kim"

Sharon,

I just spoke with Kim regarding your records request. She in turn spoke

with Mark Brody. Mark states that since the issue is still in the

investigation stage it is considered a confidential matter. Accordingly, you

should direct your request to Frank Bonham as he is the official AFSCME

holder of those records.

Thanks,

Sherry

From: Sharon Bauer [mailto:share@]

Sent: Thursday, March 29, 2001 7:57 PM

To: Larson, Sherry

Cc: Czaplewski, Kim; larry-ellis@ufl.edu

Subject: RE: Reservation

It was my understanding that the agency had already investigated and

issued a disciplinary action letter in this matter last summer, and that

it was being appealed. May I be so presumptuous as to suggest that you

seek legal advice from an attorney rather than the AFSCME Regional

Director? We didn't ask to see AFSCME's records; we asked for the public

records. We're not interested in whether Frank Bonham wants other members

to see them or not.

Sharon

Date: Fri, 30 Mar 2001

From: "Czaplewski, Kim"

To: Sharon Bauer

Subject: Re: Reservation

What exactly would you like to see Sharon? As you know there was a

suspension that took place. Are you asking to see that material? Also,

there was a grievance that was filed that is pending due to Sharon's leave

of absence. This is still confidential as it is an open investigation. This

is the material you would need to get from Frank. Please clarify so we

understand your request.

kc

Date: Fri, 30 Mar 2001 16:27:53 -0500

From: Sharon Bauer

To: "Czaplewski, Kim"

CC: "Larson, Sherry" ,

"Ellis, Larry" , poppell@nervm.nerdc.ufl.edu

Subject: Re: Reservation

Kim,

Once again, the request was for all records that Employee Relations has

pertaining to this altercation. The continual delaying tactics of referring us

back to our union staff or pretending not to understand clear written requests

constitute further violations of the public records law. The administration

still has not complied with our long-standing requests for the personnel

database, the email directory, and all records pertaining to appointment of the

night shift committee, despite our repeated requests to the vice president,

provost, president, and vice chancellor over the past 18 months. At a

consultation last fall, our director advised the vice chancellor that AFSCME

would take legal action if these records were not provided.

If, as you indicate, a suspension took place, then are you saying that you took

disciplinary action before concluding your investigation?

If you contend that a requested record is exempt from inspection, then you are

required by law to cite the specific statutory exemption, and you have not

complied with the law. I am entitled to request that you state in writing the

particular reasons for your conclusion that the exemption applies, and I am

requesting that you do so.

Your response is also untimely, in that I requested these records well over a

month ago. The Florida Supreme Court has stated that the only delay permitted

"is the limited reasonable time allowed the custodian to retrieve the record and

delete those portions of the record the custodian asserts are exempt." According

to the AG's Government-in-the-Sunshine Manual, "Any delay in production of the

records beyond what is reasonable under the circumstances may subject the

custodian to liability for failure to produce public records."

Again, I did not ask for Frank Bonham's records. It has been apparent to me for

some time that UF administrators operate under the mistaken assumption that they

can circumvent the members of the local union by refusing to deal with us and

instead only dealing with our staff. Marc Brody and Frank Bonham have no

authority over us whatsoever. We do not work for them; they work for us. They

are resources that we can call upon when we feel the need. Other than with

regard to certain grievance responsibilities that they have been delegated by

our state president, they do not speak for our local except when we authorize

them to. I have chosen to consult our union's general counsel on legal matters

rather than our regional director, Marc.

I have just learned that we need additional records as well. Last year, non

bargaining unit employees reportedly were allowed to vote on ratification of the

contract because there was no list of eligible employees to check off. Since we

have been advised that we need to vote again within the next two weeks, we would

like to have a list of employees in the AFSCME bargaining unit as soon as

possible, preferably with home addresses and telephone numbers. Also, once we

know the times and locations, we will want to send an email announcement to your

personnel newsletter list, whichever is easier.

Sharon

ATTACHMENT 18

From: Sharon Bauer [mailto:share@]

Sent: Wednesday, March 28, 2001 12:39 PM

To: sllarson@ufl.edu

Subject: Reservation

Sherry,

We're holding a series of meetings to inform employees about pending

legislation and would like to hold one at Physical Plant. Would the

training trailer be available at lunch time (e.g., 11:30-2) one day next

week?

Also, the last time I spoke to you, I asked for copies of any records

pertaining to the altercation between Sharon DeSue and a coworker last

summer, I but haven't received anything. You did mention that she was out

on maternity leave, but that wouldn't have any affect on the availability

of those records, would it?

Thanks,

Sharon

Subject: RE: Reservation

Date: Thu, 29 Mar 2001 08:27:42 -0500

From: "Larson, Sherry"

To: "'Sharon Bauer'"

Sharon,

The training trailer (now known as Mainstreet) is available on Monday,

Thursday and Friday for the hours of 11:30 - 2.

Please let me know which day will work for you so I can get it reserved.

I will send the Desue info today.

sll

Subject: RE: Reservation

Date: Thu, 29 Mar 2001 11:16:52 -0500

From: "Larson, Sherry"

To: "'Sharon Bauer'"

CC: "Czaplewski, Kim"

Sharon,

I just spoke with Kim regarding your records request. She in turn spoke

with Mark Brody. Mark states that since the issue is still in the

investigation stage it is considered a confidential matter. Accordingly, you

should direct your request to Frank Bonham as he is the official AFSCME

holder of those records.

Thanks,

Sherry

From: Sharon Bauer [mailto:share@]

Sent: Thursday, March 29, 2001 7:57 PM

To: Larson, Sherry

Cc: Czaplewski, Kim; larry-ellis@ufl.edu

Subject: RE: Reservation

It was my understanding that the agency had already investigated and

issued a disciplinary action letter in this matter last summer, and that

it was being appealed. May I be so presumptuous as to suggest that you

seek legal advice from an attorney rather than the AFSCME Regional

Director? We didn't ask to see AFSCME's records; we asked for the public

records. We're not interested in whether Frank Bonham wants other members

to see them or not.

Sharon

What exactly would you like to see Sharon? As you know there was a

suspension that took place. Are you asking to see that material? Also,

there was a grievance that was filed that is pending due to Sharon's leave

of absence. This is still confidential as it is an open investigation. This

is the material you would need to get from Frank. Please clarify so we

understand your request.

kc

Date: Fri, 30 Mar 2001 16:27:53 -0500

From: Sharon Bauer

To: "Czaplewski, Kim"

CC: "Larson, Sherry" ,

"Ellis, Larry" , poppell@nervm.nerdc.ufl.edu

Subject: Re: Reservation

Kim,

Once again, the request was for all records that Employee Relations has

pertaining to this altercation. The continual delaying tactics of referring us

back to our union staff or pretending not to understand clear written requests

constitute further violations of the public records law. The administration

still has not complied with our long-standing requests for the personnel

database, the email directory, and all records pertaining to appointment of the

night shift committee, despite our repeated requests to the vice president,

provost, president, and vice chancellor over the past 18 months. At a

consultation last fall, our director advised the vice chancellor that AFSCME

would take legal action if these records were not provided.

If, as you indicate, a suspension took place, then are you saying that you took

disciplinary action before concluding your investigation?

If you contend that a requested record is exempt from inspection, then you are

required by law to cite the specific statutory exemption, and you have not

complied with the law. I am entitled to request that you state in writing the

particular reasons for your conclusion that the exemption applies, and I am

requesting that you do so.

Your response is also untimely, in that I requested these records well over a

month ago. The Florida Supreme Court has stated that the only delay permitted

"is the limited reasonable time allowed the custodian to retrieve the record and

delete those portions of the record the custodian asserts are exempt." According

to the AG's Government-in-the-Sunshine Manual, "Any delay in production of the

records beyond what is reasonable under the circumstances may subject the

custodian to liability for failure to produce public records."

Again, I did not ask for Frank Bonham's records. It has been apparent to me for

some time that UF administrators operate under the mistaken assumption that they

can circumvent the members of the local union by refusing to deal with us and

instead only dealing with our staff. Marc Brody and Frank Bonham have no

authority over us whatsoever. We do not work for them; they work for us. They

are resources that we can call upon when we feel the need. Other than with

regard to certain grievance responsibilities that they have been delegated by

our state president, they do not speak for our local except when we authorize

them to. I have chosen to consult our union's general counsel on legal matters

rather than our regional director, Marc.

I have just learned that we need additional records as well. Last year, non

bargaining unit employees reportedly were allowed to vote on ratification of the

contract because there was no list of eligible employees to check off. Since we

have been advised that we need to vote again within the next two weeks, we would

like to have a list of employees in the AFSCME bargaining unit as soon as

possible, preferably with home addresses and telephone numbers. Also, once we

know the times and locations, we will want to send an email announcement to your

personnel newsletter list, whichever is easier.

Sharon

Subject: Union Emails

Date: Mon, 9 Apr 2001 11:51:49 -0400

From: "Czaplewski, Kim"

To: "'afscme@'"

CC: "'share@'"

It has come to my attention that many employees have received union

solicitation emails in the past week.

Please immediately cease and desist from soliciting University of Florida

employees in our workplace and distributing AFSCME literature, via our

employer e-mail. This is in violation of Chapter 447, Florida Statutes.

As always, we are willing to work with you. Please call if you would like

to meet with me so we can discuss this matter further.

Kimberly M. Czaplewski

University Personnel Services

352-392-1072

Subject: Re: Union Emails

Date: Mon, 09 Apr 2001 23:30:59 -0400

From: Sharon Bauer

To: kim-c@ufl.edu

CC: afscme79@

Your characterization of our communications as "union solicitation emails" is

incorrect. We provided information to our coworkers regarding pending

legislation. Meanwhile, you are in violation of Chapter 120 and Chapter 447,

Florida Statutes, by virtue of your failure to respond to, let alone comply

with, our 3/30 request for a list of bargaining unit employees in order to

enable us to conduct the ratification vote required under Chapter 447.309(1).

Sharon Bauer, President

AFSCME Local 3340

cc: Steve Kreisberg

Linda Barge-Miles

Subject: RE: Union Emails

Date: Tue, 10 Apr 2001 08:24:09 -0400

From: "Czaplewski, Kim"

To: "'Sharon Bauer'"

CC: afscme79@

Sharon,

At the end of the email dated April 5, 2001, there is a paragraph that is a

solicitation. I would be glad to share a copy of this email with you if

needed.

I am unaware of any request that was made on 3/30 asking for a list of

bargaining unit employees. Who did you make this request to?

Kim

Date: Tue, 10 Apr 2001 17:30:41 -0400

From: Sharon Bauer

To: kim-c@ufl.edu

Subject: [Fwd: Reservation]

---------- Forwarded message ----------

Date: Fri, 30 Mar 2001 16:27:53 -0500

From: Sharon Bauer

To: "Czaplewski, Kim"

CC: "Larson, Sherry" ,

"Ellis, Larry" , poppell@nervm.nerdc.ufl.edu

Subject: Re: Reservation

Kim,

Once again, the request was for all records that Employee Relations has

pertaining to this altercation. The continual delaying tactics of referring us

back to our union staff or pretending not to understand clear written requests

constitute further violations of the public records law. The administration

still has not complied with our long-standing requests for the personnel

database, the email directory, and all records pertaining to appointment of the

night shift committee, despite our repeated requests to the vice president,

provost, president, and vice chancellor over the past 18 months. At a

consultation last fall, our director advised the vice chancellor that AFSCME

would take legal action if these records were not provided.

If, as you indicate, a suspension took place, then are you saying that you took

disciplinary action before concluding your investigation?

If you contend that a requested record is exempt from inspection, then you are

required by law to cite the specific statutory exemption, and you have not

complied with the law. I am entitled to request that you state in writing the

particular reasons for your conclusion that the exemption applies, and I am

requesting that you do so.

Your response is also untimely, in that I requested these records well over a

month ago. The Florida Supreme Court has stated that the only delay permitted

"is the limited reasonable time allowed the custodian to retrieve the record and

delete those portions of the record the custodian asserts are exempt." According

to the AG's Government-in-the-Sunshine Manual, "Any delay in production of the

records beyond what is reasonable under the circumstances may subject the

custodian to liability for failure to produce public records."

Again, I did not ask for Frank Bonham's records. It has been apparent to me for

some time that UF administrators operate under the mistaken assumption that they

can circumvent the members of the local union by refusing to deal with us and

instead only dealing with our staff. Marc Brody and Frank Bonham have no

authority over us whatsoever. We do not work for them; they work for us. They

are resources that we can call upon when we feel the need. Other than with

regard to certain grievance responsibilities that they have been delegated by

our state president, they do not speak for our local except when we authorize

them to. I have chosen to consult our union's general counsel on legal matters

rather than our regional director, Marc.

I have just learned that we need additional records as well. Last year, non

bargaining unit employees reportedly were allowed to vote on ratification of the

contract because there was no list of eligible employees to check off. Since we

have been advised that we need to vote again within the next two weeks, we would

like to have a list of employees in the AFSCME bargaining unit as soon as

possible, preferably with home addresses and telephone numbers. Also, once we

know the times and locations, we will want to send an email announcement to your

personnel newsletter list, whichever is easier.

Sharon

Subject: RE: [Fwd: Reservation]

Date: Fri, 13 Apr 2001 10:36:29 -0400

From: "Czaplewski, Kim"

To: "'Sharon Bauer'"

Did you receive the information on Sharon you were looking for?

On your other request, to make sure I am clear, you want a list of employees

that are eligible to be covered by AFSCME? How do you want the list sorted?

By last name? When do you need it by?

Date: Tue, 5 Jun 2001 16:23:23 -0400 (EDT)

From: Sharon Bauer

To: "Czaplewski, Kim"

Cc: "Willits, Bob" , "Ellis, Larry"

Subject: RE: Appraisal

On Tue, 5 Jun 2001, Czaplewski, Kim wrote:

> Sharon,

>

> See my comments intertwined with your email message. kc

> Why was the department issued a special appraisal form?

>

> ****The department asked to evaluate the employee, thus we issued an

> appraisal.

>

> It's too late for a special appraisal. The reappraisal has to be completed

> within 30 days of

> the period ending date. The 4/2 appraisal clearly stated that the next

> appraisal period would be 30 days, not two months. Since the reappraisal

> wasn't done within 30 days of the 5/2 period ending date, she's assumed to

> have met the standards as of 6/2. What part of this do you dispute?

>

> ****A department can call for a special appraisal at any time. Special

> appraisals can be no shorter than 60 days and no longer than 6 months. The

> department did not have the ability to reevaluate in an official capacity

> any sooner than 60 days.

Says who? Where is it written that an appraisal period can be no shorter

than 60 days? The contract says an employee can't be removed from his or

her class sooner than 60 days from receipt of the improvement plan, but

where does it say that an appraisal period can be no shorter than 60 days?

It's not in FAC. I want a copy.

> I don't understand why your department seems to feel that it doesn't have to

> abide by the rules (e.g., "Oh, we've given ourselves an extra 60-day grace

> period beyond the 30 days stipulated in the rules").

>

> ****We have followed the rule per Florida Administrative Code.

Show me. What rule? Not 6C1-3.050, which you've clearly violated--again,

after losing a grievance on this within the last six months. It says that

the period will be specified (which it was, 30 days) and that if the

employee isn't reevaluated within 30 days after that (which she wasn't),

she's assumed to meet standards.

> Why don't you just follow the rule and release this poor woman and let her

> get out of the

> intolerable situation she's in?

>

> ****It is my understanding the department intends to evaluate the employee

> at an "Achieves" level. I have not seen the appraisal as of today.

That evaluation was completely superfluous. According to 6C1-3.050, she

had met standards as of 6/2. Your refusal to release her yesterday and

allow her to avail herself of her right to request reassignment violated

both the rule and Article 9 of the contract.

> I previously asked for the basis of your contention that it didn't default

> for six months. If you have something

> in writing to back that up, I want a copy as soon as possible.

>

> ****I asked for you to send me a copy of the memo to which you are

> referring. I will comment after I read that document.

If you want a copy, I suggest you contact Mary Ann. Unlike me, she's

required to give it to you. I'm don't want your comment; I want a copy of

any document you have that backs up this assertion that you won't admit

making, and you're legally required to provide it as soon as possible.

Do you or do you not have any records showing that her appraisal wouldn't

default for six months?

I wonder if your superiors are aware of your April refusal to comply with

our public records request for a list of bargaining unit employees in

order to conduct the contract ratification vote, and if they're aware that

this is both a second-degree misdemeanor and an unfair labor practice.

Date: Wed, 6 Jun 2001 16:03:39 -0400 (EDT)

From: Sharon Bauer

To: "Czaplewski, Kim"

Cc: "Willits, Bob" , "Ellis, Larry" ,

poppell@nervm.nerdc.ufl.edu

Subject: RE: Appraisal

On Wed, 6 Jun 2001, Czaplewski, Kim wrote:

> Sharon,

>

> The minimum of 60 days is a policy we have within Personnel Services. This

> policy was developed years ago to protect the employee. With a 60 day

> minimum, the employee is ensured of having the opportunity to meet the

> expectations listed in the performance improvement plan. As you know, below

> performance appraisals can lead to dismissal.

Once again, I requested a copy of this supposed policy. Do you or

do you not have a copy of it? I requested a copy of any document you have

that says her rating wouldn't default for six months. Do you or do you

not have a copy of that? Is the problem that these documents don't exist

or that you're engaging in your usual delaying tactics?

> Ms. Desai is currently eligible for pools. If you want to discuss this case

> or performance appraisals further, please call and set up a meeting so we

> can talk face-to-face.

>

> As far as your other issue, the list of employees you requested, I asked you

> for clarification on that list in April and never heard back from you.

On 3/30/01 I informed you (with copies to Larry Ellis and Ed Poppell) that

we had been notified that we were to conduct a contract ratification vote

pursuant to Ch. 447 "within the next two weeks." I requested "a list of

employees in the AFSCME bargaining unit as soon as possible." On 4/10/01 I

notified you of "your failure to respond to, let alone comply with, our

3/30 request for a list of bargaining unit employees in order to enable us

to conduct the ratification vote required under Chapter 447.309(1)." You

replied, "I am unaware of any request that was made on 3/30 asking for a

list of bargaining unit employees. Who did you make this request to?"

When I forwarded a copy of the email message, you neither denied receiving

it nor apologized for not responding. Instead, THREE DAYS LATER, on 4/14,

you requested clarification: "[T]o make sure I am clear, you want a list

of employees that are eligible to be covered by AFSCME? How do you want

the list sorted? By last name? When do you need it by?" We know that

you're only pretending to be that dense. Those questions were all answered

in the original request two weeks earlier. You know full well what

employees are covered by the AFSCME contract and eligible to vote on it,

and that your database has a code for it. You know that a list of eligible

voters would need to be by last name. You know that I said in the

original message that we needed the list ASAP in order to conduct a vote

within two weeks, i.e., by 4/14-the date you requested clarification.

This foot-dragging is part of a pattern, and it's a crime. Stop it.

ATTACHMENT 19

Date: Mon, 4 Jun 2001 14:25:04 -0400 (EDT)

From: Sharon Bauer

To: kim-c@ufl.edu

Subject: Appraisal

University of Florida Rule 6C1-3.050 states:

(4) If an employee who has attained permanent status in the class receives

an appraisal or letter that documents failure to meet performance

standards, the rater with the cooperation of the higher level supervisors

shall communicate in writing to the employee necessary improvements to

address the identified deficiencies.

(a) If at the time of receiving such an appraisal or letter, the employee

is retained, the length of the next appraisal period shall be determined

but shall not exceed six months. Such appraisal shall be completed within

30 days following the appraisal period end date, unless a proposal is made

to terminate the employee as a result of his or her continued failure to

meet performance standards. In such case, a letter documenting the

to terminate the employee as a result of his or her continued failure to

meet performance standards. In such case, a letter documenting the

employees unsatisfactory performance, rather than a performance appraisal,

shall be sufficient.

1. In the absence of this appraisal or letter, the employee shall be

considered to have met performance standards for the follow-up period.

--------------------

Vatsala Desai received a Below Appraisal on 4/2 stating that the next

appraisal period would be 30 days. As of 6/2, it is more than 30 days

following the appraisal period end date. Therefore, since she has not

received an appraisal or letter, she is now considered to have met

performance standards for the follow-up period.

She has received a memorandum from Mary Ann Morgan stating that, according

to you, she will not default to Achieves for six months. What do you

base that contention on?

Sharon

Date: Tue, 5 Jun 2001 09:50:03 -0400 (EDT)

From: Sharon Bauer

To: larry-ellis@ufl.edu

Cc: kim-c@ufl.edu

Subject: Appraisal (fwd)

We would appreciate your department's prompt attention to this matter.

Ms. Desai is anxious to get released as soon as possible. During the 30

days since her follow-up appraisal due date, she was prevented from

transferring to a department that knew her and wanted to hire her. There

are other opportunities she'd like to take advantage of this week. The

issue of untimely appraisals was addressed in the Bill Thomas grievance

last fall, in which the university had to give him back pay.

Sharon

---------- Forwarded message ----------

Date: Mon, 4 Jun 2001 14:25:04 -0400 (EDT)

From: Sharon Bauer

To: kim-c@ufl.edu

Subject: Appraisal

University of Florida Rule 6C1-3.050 states:

(4) If an employee who has attained permanent status in the class receives

an appraisal or letter that documents failure to meet performance

standards, the rater with the cooperation of the higher level supervisors

shall communicate in writing to the employee necessary improvements to

address the identified deficiencies.

(a) If at the time of receiving such an appraisal or letter, the employee

is retained, the length of the next appraisal period shall be determined

but shall not exceed six months. Such appraisal shall be completed within

30 days following the appraisal period end date, unless a proposal is made

to terminate the employee as a result of his or her continued failure to

meet performance standards. In such case, a letter documenting the

to terminate the employee as a result of his or her continued failure to

meet performance standards. In such case, a letter documenting the

employees unsatisfactory performance, rather than a performance appraisal,

shall be sufficient.

1. In the absence of this appraisal or letter, the employee shall be

considered to have met performance standards for the follow-up period.

--------------------

Vatsala Desai received a Below Appraisal on 4/2 stating that the next

appraisal period would be 30 days. As of 6/2, it is more than 30 days

following the appraisal period end date. Therefore, since she has not

received an appraisal or letter, she is now considered to have met

performance standards for the follow-up period.

She has received a memorandum from Mary Ann Morgan stating that, according

to you, she will not default to Achieves for six months. What do you

base that contention on?

Sharon

Subject: RE: Appraisal

Date: Tue, 5 Jun 2001 10:48:25 -0400

From: "Czaplewski, Kim"

To: "'Sharon Bauer'"

CC: "Willits, Bob" , "Ellis, Larry"

The department has been issued a special appraisal form to complete and

issue to Ms. Desai. The department will be issuing an appraisal that will

address the last two months.

I have not seen the memo you are referring to. Please fax me a copy if you

have one. 392-7991.

Kim

Date: Tue, 5 Jun 2001 12:41:38 -0400 (EDT)

From: Sharon Bauer

To: "Czaplewski, Kim"

Cc: "Willits, Bob" , "Ellis, Larry"

Subject: RE: Appraisal

Why was the department issued a special appraisal form? It's too late for

a special appraisal. The reappraisal has to be completed within 30 days of

the period ending date. The 4/2 appraisal clearly stated that the next

appraisal period would be 30 days, not two months. Since the reappraisal

wasn't done within 30 days of the 5/2 period ending date, she's assumed to

have met the standards as of 6/2. What part of this do you dispute? I

don't understand why your department seems to feel that it doesn't have to

abide by the rules (e.g., "Oh, we've given ourselves an extra 60-day grace

period beyond the 30 days stipulated in the rules"). Why don't you just

follow the rule and release this poor woman and let her get out of the

intolerable situation she's in? I previously asked for the basis of your

contention that it didn't default for six months. If you have something

in writing to back that up, I want a copy as soon as possible.

Subject: RE: Appraisal

Date: Tue, 5 Jun 2001 13:37:17 -0400

From: "Czaplewski, Kim"

To: "'Sharon Bauer'"

CC: "Willits, Bob" , "Ellis, Larry"

Sharon,

See my comments intertwined with your email message. kc

Why was the department issued a special appraisal form?

****The department asked to evaluate the employee, thus we issued an

appraisal.

It's too late for a special appraisal. The reappraisal has to be completed

within 30 days of

the period ending date. The 4/2 appraisal clearly stated that the next

appraisal period would be 30 days, not two months. Since the reappraisal

wasn't done within 30 days of the 5/2 period ending date, she's assumed to

have met the standards as of 6/2. What part of this do you dispute?

****A department can call for a special appraisal at any time. Special

appraisals can be no shorter than 60 days and no longer than 6 months. The

department did not have the ability to reevaluate in an official capacity

any sooner than 60 days.

I don't understand why your department seems to feel that it doesn't have to

abide by the rules (e.g., "Oh, we've given ourselves an extra 60-day grace

period beyond the 30 days stipulated in the rules").

****We have followed the rule per Florida Administrative Code.

Why don't you just follow the rule and release this poor woman and let her

get out of the

intolerable situation she's in?

****It is my understanding the department intends to evaluate the employee

at an "Achieves" level. I have not seen the appraisal as of today.

I previously asked for the basis of your contention that it didn't default

for six months. If you have something

in writing to back that up, I want a copy as soon as possible.

****I asked for you to send me a copy of the memo to which you are

referring. I will comment after I read that document.

Kim

Date: Tue, 5 Jun 2001 16:23:23 -0400 (EDT)

From: Sharon Bauer

To: "Czaplewski, Kim"

Cc: "Willits, Bob" , "Ellis, Larry"

Subject: RE: Appraisal

On Tue, 5 Jun 2001, Czaplewski, Kim wrote:

> Sharon,

>

> See my comments intertwined with your email message. kc

> Why was the department issued a special appraisal form?

>

> ****The department asked to evaluate the employee, thus we issued an

> appraisal.

>

> It's too late for a special appraisal. The reappraisal has to be completed

> within 30 days of

> the period ending date. The 4/2 appraisal clearly stated that the next

> appraisal period would be 30 days, not two months. Since the reappraisal

> wasn't done within 30 days of the 5/2 period ending date, she's assumed to

> have met the standards as of 6/2. What part of this do you dispute?

>

> ****A department can call for a special appraisal at any time. Special

> appraisals can be no shorter than 60 days and no longer than 6 months. The

> department did not have the ability to reevaluate in an official capacity

> any sooner than 60 days.

Says who? Where is it written that an appraisal period can be no shorter

than 60 days? The contract says an employee can't be removed from his or

her class sooner than 60 days from receipt of the improvement plan, but

where does it say that an appraisal period can be no shorter than 60 days?

It's not in FAC. I want a copy.

> I don't understand why your department seems to feel that it doesn't have to

> abide by the rules (e.g., "Oh, we've given ourselves an extra 60-day grace

> period beyond the 30 days stipulated in the rules").

>

> ****We have followed the rule per Florida Administrative Code.

Show me. What rule? Not 6C1-3.050, which you've clearly violated--again,

after losing a grievance on this within the last six months. It says that

the period will be specified (which it was, 30 days) and that if the

employee isn't reevaluated within 30 days after that (which she wasn't),

she's assumed to meet standards.

> Why don't you just follow the rule and release this poor woman and let her

> get out of the

> intolerable situation she's in?

>

> ****It is my understanding the department intends to evaluate the employee

> at an "Achieves" level. I have not seen the appraisal as of today.

That evaluation was completely superfluous. According to 6C1-3.050, she

had met standards as of 6/2. Your refusal to release her yesterday and

allow her to avail herself of her right to request reassignment violated

both the rule and Article 9 of the contract.

> I previously asked for the basis of your contention that it didn't default

> for six months. If you have something

> in writing to back that up, I want a copy as soon as possible.

>

> ****I asked for you to send me a copy of the memo to which you are

> referring. I will comment after I read that document.

If you want a copy, I suggest you contact Mary Ann. Unlike me, she's

required to give it to you. I'm don't want your comment; I want a copy of

any document you have that backs up this assertion that you won't admit

making, and you're legally required to provide it as soon as possible.

Do you or do you not have any records showing that her appraisal wouldn't

default for six months?

I wonder if your superiors are aware of your April refusal to comply with

our public records request for a list of bargaining unit employees in

order to conduct the contract ratification vote, and if they're aware that

this is both a second-degree misdemeanor and an unfair labor practice.

Subject: RE: Appraisal

Date: Wed, 6 Jun 2001 13:57:49 -0400

From: "Czaplewski, Kim"

To: "'Sharon Bauer'"

CC: "Willits, Bob" , "Ellis, Larry"

Sharon,

The minimum of 60 days is a policy we have within Personnel Services. This

policy was developed years ago to protect the employee. With a 60 day

minimum, the employee is ensured of having the opportunity to meet the

expectations listed in the performance improvement plan. As you know, below

performance appraisals can lead to dismissal.

Ms. Desai is currently eligible for pools. If you want to discuss this case

or performance appraisals further, please call and set up a meeting so we

can talk face-to-face.

As far as your other issue, the list of employees you requested, I asked you

for clarification on that list in April and never heard back from you.

If you have any questions, feel free to give me a call.

Kim

Date: Wed, 6 Jun 2001 16:03:39 -0400 (EDT)

From: Sharon Bauer

To: "Czaplewski, Kim"

Cc: "Willits, Bob" , "Ellis, Larry" ,

poppell@nervm.nerdc.ufl.edu

Subject: RE: Appraisal

On Wed, 6 Jun 2001, Czaplewski, Kim wrote:

> Sharon,

>

> The minimum of 60 days is a policy we have within Personnel Services. This

> policy was developed years ago to protect the employee. With a 60 day

> minimum, the employee is ensured of having the opportunity to meet the

> expectations listed in the performance improvement plan. As you know, below

> performance appraisals can lead to dismissal.

Once again, I requested a copy of this supposed policy. Do you or

do you not have a copy of it? I requested a copy of any document you have

that says her rating wouldn't default for six months. Do you or do you

not have a copy of that? Is the problem that these documents don't exist

or that you're engaging in your usual delaying tactics?

> Ms. Desai is currently eligible for pools. If you want to discuss this case

> or performance appraisals further, please call and set up a meeting so we

> can talk face-to-face.

>

> As far as your other issue, the list of employees you requested, I asked you

> for clarification on that list in April and never heard back from you.

On 3/30/01 I informed you (with copies to Larry Ellis and Ed Poppell) that

we had been notified that we were to conduct a contract ratification vote

pursuant to Ch. 447 "within the next two weeks." I requested "a list of

employees in the AFSCME bargaining unit as soon as possible." On 4/10/01 I

notified you of "your failure to respond to, let alone comply with, our

3/30 request for a list of bargaining unit employees in order to enable us

to conduct the ratification vote required under Chapter 447.309(1)." You

replied, "I am unaware of any request that was made on 3/30 asking for a

list of bargaining unit employees. Who did you make this request to?"

When I forwarded a copy of the email message, you neither denied receiving

it nor apologized for not responding. Instead, THREE DAYS LATER, on 4/14,

you requested clarification: "[T]o make sure I am clear, you want a list

of employees that are eligible to be covered by AFSCME? How do you want

the list sorted? By last name? When do you need it by?" We know that

you're only pretending to be that dense. Those questions were all answered

in the original request two weeks earlier. You know full well what

employees are covered by the AFSCME contract and eligible to vote on it,

and that your database has a code for it. You know that a list of eligible

voters would need to be by last name. You know that I said in the

original message that we needed the list ASAP in order to conduct a vote

within two weeks, i.e., by 4/14-the date you requested clarification.

This foot-dragging is part of a pattern, and it's a crime. Stop it.

ATTACHMENT 20

Date: Fri, 7 Sep 2001 18:05:54 -0400 (EDT)

From: Sharon Bauer

To: larry-ellis@ufl.edu

Subject: OPS Staff

The Provost told the trustees yesterday that the

university's personnel include 4,200 faculty, 1,400 A&P,

6,300 USPS, and 10,400 "part-time (mostly students)."

I'd like to see the data you have available on OPS, e.g.,

how many are full-time and how many are students.

Thanks,

Sharon

Date: Tue, 11 Sep 2001 07:23:58 -0400

From: "Ellis, Larry"

To: 'Sharon Bauer'

Subject: RE: OPS Staff

Good Morning Sharon:

Pursuant to your request for OPS data, I submit the following information:

COUNT DESCRIPTION

942 Res/Int Non UF Student

3188 Grad Asst Bi-Weekly Pay

753 Fac OPS Bi-Weekly Pay

2596 Temp Hire OPS

206 Resident Counselor

296 College Work Study Pay

1237 Student Assistant

4 Student Gov Official

64 OPS Overtime at 1.5

26 DC OPS BW Post

42 OPS Retro Pay Inc

12 Hrly OPS Visa DC

2 OPS Hourly DC

42 DC OPS Lump Sum

23 DC OPS Lump Sum Pre

I trust that this information addresses your inquiry. Please contact me

should you desire any additional information.

Take care.....Larry

Date: Tue, 11 Sep 2001 10:28:08 -0400 (EDT)

From: Sharon Bauer

To: "Ellis, Larry"

Subject: RE: OPS Staff

I also asked about hours. Do you know how many are

appointed full-time? We want to see the records you have on

this. Is there a file of some reports that your department

generates periodically on OPS?

Thanks,

Sharon

Date: Thu, 13 Sep 2001 12:49:29 -0400

From: "Ellis, Larry"

To: 'Sharon Bauer'

Subject: RE: OPS Staff

Finance & Accounting generates the Payroll Analysis and Control information

that is produced through Information Systems. I would suggest that

information on the number of full-time OPS employees, and the number of OPS

students may be secured from F & A.

Larry

Date: Thu, 13 Sep 2001 13:05:54 -0400 (EDT)

From: Sharon Bauer

To: "Ellis, Larry"

Cc: afscme@

Bcc: Mark Piotrowski

Subject: RE: OPS Staff

So, in response to my 9/7 and 9/11 requests to view any

records your office has on OPS staff, any aggregate records,

any reports--which you're legally required to produce in the

minimum time necessary to gather them together--your

response is that Personnel doesn't have any? That's

surprising. Unbelievable, even.

Sharon

Date: Thu, 13 Sep 2001 16:24:10 -0400

From: "Ellis, Larry"

To: 'Sharon Bauer'

Cc: "'afscme@'"

Subject: RE: OPS Staff

[ The following text is in the "iso-8859-1" character set. ]

[ Your display is set for the "US-ASCII" character set. ]

[ Some characters may be displayed incorrectly. ]

Sharon:

Please read more carefully!

The data I timely shared on 9/11/01, is Finance & Accounting (Payroll)

information that Information System produces. The Payroll Analysis &

Control Report does not have the specific information you are requesting.

However, you may request an IS run of the specific information sought. If

you wish, I will fax the Payroll Analysis & Control report to your attention

(please provide your fax number).

Lastly, in reviewing your 9/7 and 9/11 requests, you never asked "to view

any records...on OPS staff, any aggregate records, and reports..." You

asked for "data...available on OPS, e.g., how many are full-time and how

many are students." (Please review your 9/7 and 9/11 requests below).

Sharon, UPS will be pleased to generate an IS Service Request on your

behalf. However, to avoid a moving finish line...please clearly specify

your request(s).

Once again, UPS DOES NOT have this specific information on OPS employees!

Larry

Date: Thu, 13 Sep 2001 23:46:07 -0400 (EDT)

From: Sharon Bauer

To: "Ellis, Larry"

Cc: afscme@

Subject: RE: OPS Staff

On Thu, 13 Sep 2001, Ellis, Larry wrote:

> Sharon:

>

> Please read more carefully!

I'm not the one with the reading comprehension problem.

I've been asking for almost a week to see any and all data

Personnel has on OPS staff. I've put no restrictions on my

request. You claim that "UPS DOES NOT have this specific

information on OPS employees!" when I didn't limit my

request to any specific information. Is it possible that

you don't know what "e.g." means? It means for example. It

means that FTE and and student status were just two examples

of things we were looking for. It doesn't mean those are the

only things we want to see.

On 9/7 I asked to "see the data you have available on OPS."

While I think that's sufficiently clear, you now say that I

never asked to view the records containing the data. Seeing

the data means looking at any records you have containing

data on OPS. Emailing us a list of meaningless numbers

doesn't comply with our request. You're not legally required

to run a report for us. You *are* required to produce any

records you possess in hard copy or electronic format for

our review.

If that wasn't clear enough for you, I said on 9/11, in

response to your emailed list of numbers, that "we want to

see the records on this," including "reports that your

department generates periodically on OPS." Yet you claim

that in my 9/11 request "you never asked 'to view any

records...on OPS staff.'" Are "see" and "view" not

synonymous to you?

If that wasn't clear enough, I said again today that we

wanted to "view any records your office has on OPS staff." I

added that we meant aggregate records or reports because I

knew that otherwise you'd probably produce a bunch of

individual OPS appointment forms.

But rather than comply with the law, you want to play the

Personnel footdragging game of pretending not to understand

what we're asking for. Once again, as I have been asking

for the past week, we want to see EVERYTHING YOU HAVE WITH

DATA ON OPS.

We want to see every piece of paper and every computer file

that anyone in Personnel has that contains any data on OPS.

If someone's sent out a memo containing OPS data, we want to

see that. If someone's received an email containing OPS

data, we want to see that. If someone's downloaded a file

containing OPS data, we want to see that. If someone's

printed out OPS data from the payroll system, we want to see

that. Got it? You ask your staff to look in their file

cabinet under OPS and do a computer search for OPS and

either data or report. It's really very simple, Larry, but

after a week you apparently haven't made the first move

toward gathering it together.

> The data I timely shared on 9/11/01, is Finance &

Accounting (Payroll)

> information that Information System produces. The Payroll Analysis &

> Control Report does not have the specific information you are requesting.

> However, you may request an IS run of the specific information sought. If

> you wish, I will fax the Payroll Analysis & Control report to your attention

> (please provide your fax number).

When we want information from IS, we'll ask them for it.

However, as you're well aware, we've repeatedly requested

the personnel database over the past year, and the

administration has refused to provide it, in violation of

the public records law. Even if pay the exorbitant fee, they

refuse to provide all of the information to which we're

legally entitled.

> Lastly, in reviewing your 9/7 and 9/11 requests, you never asked "to view

> any records...on OPS staff, any aggregate records, and reports..." You

> asked for "data...available on OPS, e.g., how many are full-time and how

> many are students." (Please review your 9/7 and 9/11 requests below).

> Sharon, UPS will be pleased to generate an IS Service Request on your

> behalf. However, to avoid a moving finish line...please clearly specify

> your request(s).

>

> Once again, UPS DOES NOT have this specific information on OPS employees!

>

> Larry

Attachment 21

SHARON BAUER

1001 Northeast 21st Avenue

Gainesville, Florida 32609

(352) 378-9800

October 30, 2001

Ms. Lisa Hodges

Personnel Services

Health Science Center

Box 100346

Gainesville, FL 32610

Re: Step 1 Grievance Meeting

Dear Ms. Hodges:

This is in response to your October 26 letter regarding my grievance submitted two months ago. The contract requires that the meeting be scheduled within 15 days. As you mention, the Step 1 meeting was rescheduled several times You originally scheduled it on the 15th day, September 11, and cancelled because of the terrorist attacks. It was not rescheduled until 10 days later, September 21, which Acting Regional Director Richard Thetonia cancelled because Staff Representative Ronald Highsmith was unprepared. I asked Mr. Highsmith to schedule it as soon as possible after my vacation the following week. Inexplicably, it was not rescheduled until October 19, almost a full month later, at 2 p.m. (the time on the letter I received from Mr. Thetonia as well as on the door of the conference room). I waited 20 minutes, no one else arrived, and I left and paged Mr. Highsmith. I later learned that you had rescheduled the meeting for 2:30, that Mr. Highsmith had failed to notify me, and that in my absence you and he agreed to reschedule it yet again.

After 55 days as opposed to the contractual 15 days, I immediately informed Mr. Thetonia that I wanted to waive the hearing and have you make your predictable decision on the basis of the written grievance, and you indicate in your letter that he notified you a week later. As you are well aware, AFSCME contends that your practice of hearing grievances on disciplinary actions you initiate, writing grievance decisions that in no way reflect what occurred at the meeting, and deciding in your own favor, is an unfair labor practice and that all Step 1 meetings at UF are a complete waste of time. In light of the arbitrator's decision in an identical case at Florida State University, in which they, too, charged the union president with Conduct Unbecoming for statements made in an email sent as a union official, we are anxious to get this to an impartial arbitrator as soon as possible.

With regard to the allegations regarding my supervisor, they have been made many times over the past 18 months to not only Drs. Conlon and van der Aa but also Assistant Vice President Gerald Kidney, Vice Provost Jacquelyn Hart, and Ombudsman Tommie Howard. I provided or offered documentation, and Drs. Conlon and van der Aa are able to personally observe Ms. Dailey's work habits, including the frequent, long, unexplained absences that frustrate her customers and staff, and make her the butt of office jokes. I have also asked Dr. van der Aa to provide other staff a means to provide this information anonymously, without fear of the retaliation to which I have been subjected, but he refused. On September 24, I provided Mr. Highsmith with documentation of at least three recent occasions on which she had one of my coworkers scan personal items for her such as a horse pedigree and photographs. It is one thing for an employee to scan a personal item; it is quite another for a manager to keep having her staff do so for her. I asked that Mr. Highsmith forward them to you, but he failed to do so. As I am sure you know, he left AFSCME’s employ abruptly last week. If Ms. Dailey denies it, I will provide you with the documentation.

What is relevant to the grievance is not Ms. Dailey's misconduct but her superiors' failure to investigate or take action, while allowing her to retaliate against me for reporting her illegal activities. At a recent grievance hearing, Dr. van der Aa admitted to Mr. Highsmith that he had not counseled or disciplined Ms. Dailey for knowingly signing false time records for a member of her staff, although this was at least the second substantiated occurrence I had reported.

I would like to make an appointment to review all records in the Health Center Personnel office and the Office of the Vice President for Health Affairs pertaining to me and Ms. Dailey. These would include (but by no means be limited to) the complaints against Dr. Conlon that Ms. Dailey has told her staff that she filed with the vice president's office shortly after Dr. Conlon was hired and again in January 2000; any emails; and any evaluations, counseling memos, or disciplinary actions pertaining to Ms. Dailey.

Since you indicate that you were notified on October 25 of the decision not to wait any longer than 55 days for a meeting, the timeframe stated in the contract will commence on that date rather than, as you contend, the date of your letter.

Sincerely,

Sharon Bauer

Date: Wed, 7 Nov 2001 08:56:43 -0400

From: Lisa D Hodges

To: Sharon Bauer

Subject: Re:

Sharon, what time would you like schedule to review your file. I also

spoke with Mark Jordan this morning and indicated that it was ready for

review.

Date: Wed, 7 Nov 2001 09:40:39 -0500 (EST)

From: Sharon Bauer

To: Lisa D Hodges

Subject: Re:

As usual, you indicate that you don't understand what I

requested. I didn't ask to review my file. Please read my

request again.

Date: Wed, 7 Nov 2001 10:07:29 -0400

From: Lisa D Hodges

To: Sharon Bauer

Cc: Jan Eller , kim-c@ufl.edu, RRichardRT@

Subject: Re:

In your letter you stated "I would like to make an appointment to review

all records in the Health Center Personnel office and the Office of the

Vice President for Health Affairs pertaining to me and Ms. Dailey." We

do no have any files on Ms. Dailey, therefore I indicated that you may

come and review yours. Jan Eller was to contact you on any information

they may have within the VP's office. If this is not what you are

requesting please clarify.

On another issue, Mark Jordan called around 8:44am this morning asking if

there was availability for a conference room to conduct your step 2

review. Given that these arrangements are not usually made through us

and with such short notice we are unable to locate an available

conference room for that time. I also attempted to notify Mark of this,

but have not been able to reach him. However, we have found a conference

room that will be open around 11:00am, if you are interested. Please let

us know immediately so that we may reserve.

Date: Wed, 7 Nov 2001 11:10:35 -0500 (EST)

From: Sharon Bauer

To: Lisa D Hodges

Cc: Jan Eller , kim-c@ufl.edu, RRichardRT@

Subject: Re:

On Wed, 7 Nov 2001, Lisa D Hodges wrote:

> In your letter you stated "I would like to make an appointment to review

> all records in the Health Center Personnel office and the Office of the

> Vice President for Health Affairs pertaining to me and Ms. Dailey." We

> do no have any files on Ms. Dailey, therefore I indicated that you may

> come and review yours. Jan Eller was to contact you on any information

> they may have within the VP's office. If this is not what you are

> requesting please clarify.

I did not ask to see any files on Ms. Dailey; I asked to see

any records pertaining to her. After almost three years,

you continue to appear not to understand the definition of

public records. I would suggest that you read the statute or

Attorney General's manual to familiarize yourself with your

statutory responsibilities. However, following the sentence

you quote, I believe that I actually listed some examples

for you. They would include any email. Surely you're not

claiming that you have no email or any records at all

pertaining to Ms. Dailey, regardless of whether you maintain

a file with her name on it. It seems unlikely that, when I

reported her signing false time records for her friend,

there was no correspondence with Employee Relations.

> On another issue, Mark Jordan called around 8:44am this morning asking if

> there was availability for a conference room to conduct your step 2

> review. Given that these arrangements are not usually made through us

> and with such short notice we are unable to locate an available

> conference room for that time. I also attempted to notify Mark of this,

> but have not been able to reach him. However, we have found a conference

> room that will be open around 11:00am, if you are interested. Please let

> us know immediately so that we may reserve.

Mark called me this morning and said that the meeting had

been cancelled and would be rescheduled because you hadn't

returned his call about scheduling a conference room. I

understood him to say that he called you yesterday. Two

days ago, when he originally contacted me and said I needed

to drive to the AFSCME office and back for the conference

call, I asked that he come here and offered to reserve the

conference room next to our office. Instead, he insisted

that I go to the AFSCME office and offered to drive me

there and back..

Date: Wed, 7 Nov 2001 11:23:56 -0400

From: Lisa D Hodges

To: Sharon Bauer

Cc: Jan Eller , kim-c@ufl.edu, RRichardRT@

Subject: Re:

As I have stated, all records pertaining to your request are available

for review. Please contact me to arrange a meeting time.

Date: Wed, 7 Nov 2001 11:49:34 -0500 (EST)

From: Sharon Bauer

To: Lisa D Hodges

Cc: Jan Eller , kim-c@ufl.edu, RRichardRT@

Subject: Re:

On Wed, 7 Nov 2001, Lisa D Hodges wrote:

> As I have stated, all records pertaining to your request are available

> for review. Please contact me to arrange a meeting time.

No, that is not what you have stated. You have stated that

my file is ready for review. That is not what I requested.

Please comply with my request. For example, each member of

your staff needs to search their email for messages

containing my name or Valerie's and make those available as

well.

Date: Wed, 7 Nov 2001 13:37:24 -0400

From: Lisa D Hodges

To: Sharon Bauer

Cc: Jan Eller , kim-c@ufl.edu, RRichardRT@

Subject: Re:

All records, including emails as you have stated with your name or

Valerie's are available. I never said that these records had not been

included -- they are all here. I do not have any records regarding

complaints against Dr. Conlon filed by Ms. Dailey, or any of Ms. Dailey's

counseling memos, discipline or evaluations.

Date: Tue, 13 Nov 2001 16:52:47 -0500 (EST)

From: Sharon Bauer

To: Lisa D Hodges

Cc: Jan Eller , kim-c@ufl.edu, RRichardRT@

Subject: Re:

We'd like to review the records at 1:30 tomorrow or

Thursday.

Sharon

Date: Tue, 13 Nov 2001 17:09:37 -0400

From: Lisa D Hodges

To: Sharon Bauer

Cc: Jan Eller , kim-c@ufl.edu, RRichardRT@

Subject: Re:

Sharon 1:30 tomorrow or Thursday morning at either 8:00, 9:00, or 10:00

would be available. Please let me know which is a convenient time so

that I may schedule.

Date: Wed, 14 Nov 2001 13:17:47 -0500 (EST)

From: Sharon Bauer

To: Lisa D Hodges

Subject: Re:

Today's not going to be possible. What about 1:30 Friday?

Date: Wed, 14 Nov 2001 13:24:40 -0400

From: Lisa D Hodges

To: Sharon Bauer

Subject: Re:

That's fine, I'll schedule it for then.

From: "Jan Eller"

To: MCONLON@vpha.health.ufl.edu, vanderaa@health.ufl.edu

Date: Fri, 16 Nov 2001 12:55:35 -0400

Subject: (Fwd) Re: Records Request

CC: sbauer@vpha.health.ufl.edu, lhodges@vpha.health.ufl.edu,

tvh@vpha.health.ufl.edu

Mike and Jan,

Attached is a letter that Sharon Bauer sent to Lisa Hodges in the

Health Science Center Personnel Office. In her letter to Lisa, Sharon

made a public records request and stated her request as follows:

"I would like to make an appointment to review all records in the

Health Center Personnel office and the Office of the Vice President

for Health Affairs pertaining to me and Ms. Dailey. These would

include (but by no means be limited to) the complaints against Dr.

Conlon that Ms. Dailey has told her staff that she filed with the vice

president's office shortly after Dr. Conlon was hired and again in

January 2000; any emails; and any evaluations, counseling memos,

or disciplinary actions pertaining to Ms. Dailey."

In order to comply with Sharon's request, I reviewed the records in the

VP for Health Affairs' office and have provided those records to Lisa

Hodges. Since Sharon clarified her request to me in a follow-up email

listed below, please review your records in order to determine what

records you have that need to be made available to Sharon for her

review. Once you have completed your review, a time will need to be

coordinated to allow Sharon to review the material.

Jan

------- Forwarded message follows -------

Date sent: Tue, 13 Nov 2001 18:02:57 -0500

From: Sharon Bauer

To: Jan Eller

Send reply to: Sharon Bauer

Subject: Re: Records Request

When I said the Office of the Vice President for Health

Affairs, I was referring to all of its offices,

including any records that Mike Conlon or Jan van

der Aa would have. Could you please arrange for us to

review all of them at the same time?

Sharon

Quoting Jan Eller :

> Sharon,

>

> In response to your request to review all records of the Office of the

> Vice President for Health Affairs pertaining to you and Valerie Dailey, I

> have a couple of emails where your name is referenced. My office also

> has copies of the annual evaluations that Valerie has received.

> However, there are no counseling records or disciplinary actions that

> have been issued to Valerie. Also, the Office of the Vice President for

> Health Affairs has no record of any complaint filed by Valerie against

> Mike Conlon. Please contact me to arrange a convenient time to

> review these records.

>

> Jan

[No response as of 5/9/02]

ATTACHMENT 22

Subject: Re: Your Request for Data - Confirming Details

Date: Wed, 31 Oct 2001 23:37:44 -0500

From: Sharon Bauer

To: "Willits, Bob"

CC: "Ellis, Larry" , "Steve Prevaux (E-mail)"

"Willits, Bob" wrote:

> Sharon, please accept this in response to your e-mail sent from AFSCME on

> Thursday, 10/25/01 (below). While I realize that we may have some points of

> issue to work through, I would hope that personal attacks and negative tone

> can be avoided in the future as we seek a productive and professional

> relationship.

Until the administration conducts itself in a *productive* and professional way,

we will find it necessary to continue to make factual observations regarding

staff performance.

> We are pleased to make records available to you that are not exempt under

> 119.07, Florida Statutes, and have investigated further details involving

> the information that you seek. We can indeed provide the personnel database

> information that includes, among other data, employee name, addresses,

> telephone numbers, dates of hire, class date, education level, home

> department, assignment/salary information, etc.

You are not pleased, and saying that you are is not conducive to a professional

relationship with AFSCME. Of course you "can indeed provide the personnel

database information." You could and should have provided it two years ago.

You have heretofore refused to provide all of the data, only selected fields in

your standard file that you sell for a standard fee. Please confirm that you are

referring to all of the files that comprise the employee database. I no longer

have access to the manual listing those files and the fields they contain.

Please have IS fax me a copy of those pages. I will email the fax number

tomorrow.

> As we previously discussed, any information currently secured as

> exempted from production under 119.07 is being reviewed to ensure that it is

> properly maintained. Should we find any information secured that is not

> eligible for this exemption, we will produce that data as well.

That is not what we previously discussed. What we discussed is that you had

security flags based on employee privacy preference that bore no relation to

exemption from the statute. You claimed that you did not know what information

was exempt, and that you would provide only information that employees had not

asked be kept private. You are required to know what is exempt when creating the

database. According to the AG's manual, "design and development of the

software, therefore, should ensure that the system has the capability of

redacting confidential or exempt information when a public records request is

made." On October 19 we asked that you at least provide the information you know

to be public, and you still have not complied.

> Please understand that the university as a state agency is the responsible

> custodian of personnel records entrusted to its care.

Please understand that you are continuing to insult my intelligence.

> Thus, we cannot

> provide information from our database that has been .exempted from the public

> record such as social security numbers of former and current employees given

> 119.07(3)(x) F.S., home address and phone numbers of former or active law

> enforcement officers given 119.07(3)(i) F.S., the names and addresses of

> retirees given 121.031(5) F.S., and federal tax information given 192.105(1)

> F.S. The reality is that such exempt information is contained in the

> records you demand and we have an obligation to make appropriate redactions

> before production.

Neither requesting nor demanding has persuaded you to comply with your statutory

obligation, which is as follows :

"A person who has custody of a public record and who asserts that an exemption

provided in subsection (3) or in a general or special law applies to a

particular public record or part of such record shall delete or excise from the

record only that portion of the record with respect to which an exemption has

been asserted and validly applies, and such person shall produce the remainder

of such record for inspection and examination. If the person who has custody of

a public record contends that the record or part of it is exempt from inspection

and examination, he or she shall state the basis of the exemption which he or

she contends is applicable to the record, including the statutory citation to an

exemption created or afforded by statute."

It has taken you two years to redact exempt information although you are

required to build that capability into the design of the database. According to

the manual, "Any delay in production of the records beyond what is reasonable

under the circumstances may subject the custodian to liability for failure to

produce public records." According to the statute, "Any public officer who

violates any provision of this chapter is guilty of a noncriminal infraction,

punishable by fine not exceeding $500...Any person willfully and knowingly

violating any of the provisions of this chapter is guilty of a misdemeanor of

the first degree, punishable as provided in s. 775.082 or s. 775.083" ["a

definite term of imprisonment not exceeding 1 year"].

> I think you already realize that patient records and medical information are

> also exempted from the public record given 119.07(v) F.S., although there

> should not be much, if any, such information codified in the records you

> seek.

Regardless of how much exempt information is contained in the records, you are

required to build in a way to easily redact it.

> We are advised by I.S. that the time needed to produce this information in

> ASCII text on a CD will be approximately two days. The cost is projected to

> be approximately $240, but in keeping with the spirit of 119.07(1)(b), cost

> will be itemized and may end up being less than the estimated $240 and

> reflective only of reasonable costs incurred by the University for extensive

> use of information technology resources and the clerical assistance required

> to produce records in response to your request for the entire database.

Your "standard fee" of $240 is illegal. "The charge must be reasonable and based

on the labor or computer costs actually incurred by the agency." The labor

involved for this request should be five minutes, and the computer costs should

be under $25. "An agency may not charge fees designed to recoup the original

cost of developing or producing the records," and the cost of redacting

confidential information is a development cost that you cannot pass on to us. We

will pay your fee under duress, challenge it, and get a refund since it takes

neither extensive technology resources nor extensive clerical assistance to copy

files.

> Upon receiving your confirmation that you are agreeable to payment based on

> the above, we will advise I.S. to begin production immediately. You then

> will be contacted when the CD is ready and may pick it up upon submission of

> your check not to exceed $240.

When you confirm that you are providing all of the data, then we will pay under

duress.

> Sharon, we look forward to completing work on your request in good faith and

> in full compliance of the Florida Statutes. I will await your reply - Bob

We also look forwarding to your completing this request at long last. A

demonstration of good faith would be to provide the requested information

immediately at a reasonable cost. You have not produced one single piece of

paper in response to the 20 public records violations we attempted to discuss

with you at the October 19 consultation meeting.

Date: Thu, 1 Nov 2001 12:17:27 -0500 (EST)

From: Sharon Bauer

To: "Willits, Bob"

Subject: Re: Your Request for Data - Confirming Details

The fax number is 332-4648.

Date: Fri, 9 Nov 2001 14:29:36 -0500

From: "Ellis, Larry"

To: "'share@'"

Cc: "'prevaux@ufl.edu'"

Subject: Personnel Data CD

Sharon Bauer

AFSCME President, Local 3340

Information Systems (I.S.) has completed work on your public records

request for the personnel data base, and has all available information on

a CD ready for you to pick up. As was discussed in our consultation

meeting of October 18, 2001, and subsequently in Bob Willits' e-mail

of October 31, 2001, to you, any information currently secured as

exempted form production under 119.07, F.S. is being reviewed to ensure

that it is properly maintained. Should we find any information that is

not eligible for this exemption, we will produce that data as well at no

additional cost to you.

As Bob also referenced in that same e-mail to you, an itemized accounting

of actual production costs was kept for this project. The total staff and

computer time required totaled $756.57. However, in the spirit of

improved relations with Local 3340, we are willing to assess only $240 on

this occasion. Any future projects will need to be billed based on

actual production expense.

You may pick up the CD in I.S. (33 Tigert) between 8:00 a.m. and 5 p.m.,

Monday through Friday (except this coming Monday, a holiday) upon

submitting a check for $240 to I.S. payable to the University of Florida.

Cordially,

Larry T. Ellis, Director

University Personnel Services

Subject: Re: Personnel Data CD

Date: Mon, 12 Nov 2001 16:35:45 -0500

From: Sharon Bauer

To: "Ellis, Larry"

CC: "'prevaux@ufl.edu'"

"Ellis, Larry" wrote:

In my October 31 email to Bob Willits, I said:

"You have heretofore refused to provide all of the data, only selected fields in

your standard file that you sell for a standard fee. Please confirm that you are

referring to all of the files that comprise the employee database...Please have

IS fax me [the list of the files and the fields they contain]...When you confirm

that you are providing all of the data, then we will pay under duress."

We will be happy to pick up this CD when you tell us what we are paying

$240 for.

Also, please provide us with a breakdown of the $756.57 charge.

Date: Wed, 14 Nov 2001 07:14:22 -0500

From: "Ellis, Larry"

To: 'Sharon Bauer'

Cc: "'prevaux@ufl.edu'"

Subject: RE: Personnel Data CD

Ms Bauer:

Per your email request, a "list of the files and the fields they contain"

has been faxed (332-4648) to your attention this morning.

"A breakdown of the $756.57 charge" from Information Systems is as

follows:

* $422.37 Staff Time - 19+ hours @ $22.23 per hour (Tim Schnelle,

Coordinator - Computer Applications);

* $59.20 Staff Time - 4 hours @ $14.80 per hour (Bryan Cooke, Computer

Programmer - Analyst); and

* $275.00 Computer Time.

Larry T. Ellis, Director

University Personnel Services

ATTACHMENT 23

Date: Thu, 13 Dec 2001 15:21:07 -0500 (EST)

From: Sharon Bauer

To: larry-ellis@ufl.edu

Cc: poppell@nervm.nerdc.ufl.edu

Subject: Personnel Records

We have examined the list of fields that you faxed to me as

those included on the CD you prepared for us (without

authorization) at a purported cost of $756.67 ($422.37 for

23+ hours of labor and $275 for computer time). Contrary to

your assertion in your November 9 email that the CD contains

"all available information," it contains only 159 of the 845

data elements in the payroll/personnel system. Fields such

as Collective Bargaining Unit have been inexplicably

excluded, in violation of Chapter 119. Please provide us

with copies of the programs used to generate the file(s).

Also, at our October 19 consultation meeting, you informed

us that your department had finally (two years after our

original request) begun the process of determining which of

the cloaked data was exempt. Please provide us with any and

all records pertaining to these efforts.

Sharon Bauer

President, AFSCME Local 3340

Subject: RE: Personnel Records

Date: Fri, 28 Dec 2001 17:41:05 -0500

From: "Ellis, Larry"

To: "'Sharon Bauer'"

CC: "Poppell, Ed" , "'prevaux@ufl.edu'" ,

"Thomas, Tom"

Attached, please find communications pertaining to the Public Records

Exemption Project.

Pursuant to your reference on the data elements, other than the one you

specified (collective bargaining unit), Information Systems is not aware of

any missing information that is personnel related. However, if you would

please enumerate exactly what those missing data elements are, we will be

glad to furnish the information.

By copy, I am asking IS for "copies of the programs used to generate the

file(s)."

Lastly, you characterized the production of records (CD) as unauthorized. A

review of your 11/12/01 and 10/25/01 emails disclosed that the CD format was

what you demanded. Thus, please also consider this communication as a

Second Invoice for $240. The check should be made payable to the University

of Florida. Upon receipt of the check, the CD may be picked-up in

Information Systems (33 Tigert) between 8:00am and 5:00pm.

Larry Ellis

Director, Division of Human Resources

Letter to Employees (119.07) 12-7-01.doc

Memo to TKL Administrators (119.07) 12-12-01.doc

Date: Thu, 24 Jan 2002 12:22:08 -0500

From: "Ellis, Larry"

To: 'Sharon Bauer'

Cc: "Poppell, Ed" ,

"'prevaux@ufl.edu'" , "Thomas, Tom"

Subject: FW: Personnel Records

Ms. Bauer:

I have received an opinion from the General Counsel's Office regarding your

request for "copies of the programs used to generate the file(s)."

Accordingly, agency-produced data processing software contains sensitive

source code information which is not subject to disclosure, and exempt from

Section 119.07(1), Florida Statutes.

To date, the University of Florida has incurred substantial costs to produce

volumes of records that has been repeatedly made available for AFSCME's

inspection and retrieval. Thus, please also consider the communication on

this date as the 3rd invoice for $240.

Larry T. Ellis

Director, Division of Human Resources

Date: Fri, 25 Jan 2002 10:07:41 -0500 (EST)

From: Sharon Bauer

To: "Ellis, Larry"

Cc: "Poppell, Ed"

Subject: Re: FW: Personnel Records

On Thu, 24 Jan 2002, Ellis, Larry wrote:

> Ms. Bauer:

>

> I have received an opinion from the General Counsel's Office regarding your

> request for "copies of the programs used to generate the file(s)."

> Accordingly, agency-produced data processing software contains sensitive

> source code information which is not subject to disclosure, and exempt from

> Section 119.07(1), Florida Statutes.

(1) Your response is as usual untimely as this information

was requested five weeks ago. You are once again in

violation of Chapter 119.

(2) I would think that the General Counsel's office would be

aware and would have advised you (as I have many times in

the past) that, if you assert that a statutory exemption to

disclosure applies, then you are required to include the

statutory citation to the exemption, delete or excise only

that portion to which it validly applies, and produce the

remainder. Your failure to do so is yet another violation

of the statute. In addition, you are required to state "in

writing and with particularity" the reasons for the

conclusion that the record is exempt, should we request it,

and we do.

(3) "Sensitive" is defined in Chapter 119 as those portions

of programs that are used to collect, process, store, and

retrieve exempt information. The programs in question are

used to retrieve nonexempt information. This exemption does

not apply, and your failure to provide this public

information is yet another violation of the statute.

> To date, the University of Florida has incurred substantial costs to produce

> volumes of records that has been repeatedly made available for AFSCME's

> inspection and retrieval. Thus, please also consider the communication on

> this date as the 3rd invoice for $240.

Please consider this a refusal to pay, no matter how many

invoices you send us. The information you have made

available is not what we requested, and we did not authorize

its production or agree to pay for it.

On Fri, 28 Dec 2001, Ellis, Larry wrote:

> Attached, please find communications pertaining to the Public Records

> Exemption Project.

This response was also untimely, as our request had been

made two weeks earlier. You told us on several occasions in

October that you had finally (two years after our original

request) begun the process of identifying which personnel

records were exempt. We requested documentation of those

efforts, and two weeks later you tell us that there is

none--not a single mention of this so-called "project" in

agendas, minutes, notes, correspondence--prior to these two

December memos. Incredible.

> Pursuant to your reference on the data elements, other than the one you

> specified (collective bargaining unit), Information Systems is not aware of

> any missing information that is personnel related. However, if you would

> please enumerate exactly what those missing data elements are, we will be

> glad to furnish the information.

Given your statutory responsibility, I would think that by

now you would have already compared the list of 159 included

fields that you faxed to me and the list of 845 data

elements in the payroll/personnel database to see what is

missing. Like bargaining unit, most are clearly "personnel

related." We requested the entire database, and I have no

obligation to tell you why we want all 845 elements in it or

what they are. You, on the other hand, are legally required

to justify your withholding them. Your continued

withholding of this public information is why we are seeking

not only civil but criminal penalties.

> By copy, I am asking IS for "copies of the programs used to generate the

> file(s)."

Again, your response is untimely in that you did not even

forward the request to IS until more than two weeks after

receiving it.

> Lastly, you characterized the production of records (CD) as unauthorized. A

> review of your 11/12/01 and 10/25/01 emails disclosed that the CD format was

> what you demanded. Thus, please also consider this communication as a

> Second Invoice for $240. The check should be made payable to the University

> of Florida. Upon receipt of the check, the CD may be picked-up in

> Information Systems (33 Tigert) between 8:00am and 5:00pm.

A review of my 10/31/01 email discloses that I refused to

authorize production of the CD when asked to do so by Bob

Willits. I said that we would not agree to pay without

confirmation that, unlike the CD you tried to foist off on

us last year, this one would contain what we have been

requesting for two years: the entire personnel database

minus exempt data. The list of fields you faxed to me in

response showed that the CD contains only a fraction of what

we requested. We consider that CD, like your invoices for

it, to be rubbish.

> Larry Ellis

> Director, Division of Human Resources

Sharon Bauer

President, AFSCME Local 3340

Date: Fri, 25 Jan 2002 10:59:02 -0500

From: "Ellis, Larry"

To: 'Sharon Bauer'

Cc: "Poppell, Ed" ,

"'prevaux@ufl.edu'"

Subject: RE: FW: Personnel Records

Ms. Bauer:

Section 119.07(3)(o) Florida Statutes states:

Data processing software obtained by an agency under a licensing agreement

which prohibits its disclosure and which software is a trade secret, as

defined in Section 812.081, (Florida Statutes), and agency-produced data

processing software which is sensitive are exempt from the provision of

subsection (1) and Section 24(a), Article l of the State Constitution.

According to an attorney general opinion (AGO 90-102):

If the software used is licensed to the University, section 119.07(3)(o)

exempts from disclosure and copying data processing software which is

obtained by the University pursuant to a licensing agreement which prohibits

its disclosure and which software is a trade secret.

Regarding the communications pertaining to the Public Records Exemption

Project, I was on annual leave December 14th through December 27th. Thus,

your request of December 13th was responded to on December 28th.

Larry T. Ellis

Date: Fri, 25 Jan 2002 11:51:44 -0500 (EST)

From: Sharon Bauer

To: "Ellis, Larry"

Cc: "Poppell, Ed"

Subject: RE: FW: Personnel Records

On Fri, 25 Jan 2002, Ellis, Larry wrote:

> Ms. Bauer:

>

> Section 119.07(3)(o) Florida Statutes states:

> Data processing software obtained by an agency under a licensing agreement

> which prohibits its disclosure and which software is a trade secret, as

> defined in Section 812.081, (Florida Statutes), and agency-produced data

> processing software which is sensitive are exempt from the provision of

> subsection (1) and Section 24(a), Article l of the State Constitution.

>

> According to an attorney general opinion (AGO 90-102):

> If the software used is licensed to the University, section 119.07(3)(o)

> exempts from disclosure and copying data processing software which is

> obtained by the University pursuant to a licensing agreement which prohibits

> its disclosure and which software is a trade secret.

That's ridiculous. If you type a document in Word, you

can't withhold the resulting document because licensed

software was used to create it. You have to provide the

requester a copy of the document, not Word. You claim that

your staff spent 23 hours writing programs to copy these

public records to a CD. We're not asking you for SAS,

COBOL, SQL, or whatever other software was used to write and

run the programs. We want the resulting agency-produced

programs, which are neither licensed nor sensitive. You

need to use the licensed software to print out a copy of

those programs. You still haven't complied with the

requirement that you state specifically how this exemption

applies. What licensed software are you claiming that you

can't provide to us?

> Regarding the communications pertaining to the Public Records Exemption

> Project, I was on annual leave December 14th through December 27th. Thus,

> your request of December 13th was responded to on December 28th.

>

> Larry T. Ellis

I find it hard to believe that you don't check your mail

while you're on vacation or have it forwarded to someone

else to be handled in your absence, that it's just ignored

whenever you're out of the office. That's a very odd way to

do business and certainly isn't how it's done in any office

I've ever worked in.

This is a public records request to view (1) all messages

you received during your vacation and (2) all replies to

those messages. In lieu of providing those records for

review, you could just admit that other mail was read and

responded to during that period if that is in fact the case.

Sharon Bauer

President, AFSCME Local 3340

ATTACHMENT 24

Date: Thu, 13 Dec 2001 15:21:07 -0500 (EST)

From: Sharon Bauer

To: larry-ellis@ufl.edu

Cc: poppell@nervm.nerdc.ufl.edu

Subject: Personnel Records

We have examined the list of fields that you faxed to me as

those included on the CD you prepared for us (without

authorization) at a purported cost of $756.67 ($422.37 for

23+ hours of labor and $275 for computer time). Contrary to

your assertion in your November 9 email that the CD contains

"all available information," it contains only 159 of the 845

data elements in the payroll/personnel system. Fields such

as Collective Bargaining Unit have been inexplicably

excluded, in violation of Chapter 119. Please provide us

with copies of the programs used to generate the file(s).

Also, at our October 19 consultation meeting, you informed

us that your department had finally (two years after our

original request) begun the process of determining which of

the cloaked data was exempt. Please provide us with any and

all records pertaining to these efforts.

Sharon Bauer

President, AFSCME Local 3340

Subject: RE: Personnel Records

Date: Fri, 28 Dec 2001 17:41:05 -0500

From: "Ellis, Larry"

To: "'Sharon Bauer'"

CC: "Poppell, Ed" , "'prevaux@ufl.edu'" ,

"Thomas, Tom"

Attached, please find communications pertaining to the Public Records

Exemption Project.

Pursuant to your reference on the data elements, other than the one you

specified (collective bargaining unit), Information Systems is not aware of

any missing information that is personnel related. However, if you would

please enumerate exactly what those missing data elements are, we will be

glad to furnish the information.

By copy, I am asking IS for "copies of the programs used to generate the

file(s)."

Lastly, you characterized the production of records (CD) as unauthorized. A

review of your 11/12/01 and 10/25/01 emails disclosed that the CD format was

what you demanded. Thus, please also consider this communication as a

Second Invoice for $240. The check should be made payable to the University

of Florida. Upon receipt of the check, the CD may be picked-up in

Information Systems (33 Tigert) between 8:00am and 5:00pm.

Larry Ellis

Director, Division of Human Resources

Attachments:

Letter to Employees (119.07) 12-7-01.doc

Memo to TKL Administrators (119.07) 12-12-01.doc

Date: Fri, 25 Jan 2002 10:07:41 -0500 (EST)

From: Sharon Bauer

To: "Ellis, Larry"

Cc: "Poppell, Ed"

Subject: Re: FW: Personnel Records

On Thu, 24 Jan 2002, Ellis, Larry wrote:

> Ms. Bauer:

>

> I have received an opinion from the General Counsel's Office regarding your

> request for "copies of the programs used to generate the file(s)."

> Accordingly, agency-produced data processing software contains sensitive

> source code information which is not subject to disclosure, and exempt from

> Section 119.07(1), Florida Statutes.

(1) Your response is as usual untimely as this information

was requested five weeks ago. You are once again in

violation of Chapter 119.

(2) I would think that the General Counsel's office would be

aware and would have advised you (as I have many times in

the past) that, if you assert that a statutory exemption to

disclosure applies, then you are required to include the

statutory citation to the exemption, delete or excise only

that portion to which it validly applies, and produce the

remainder. Your failure to do so is yet another violation

of the statute. In addition, you are required to state "in

writing and with particularity" the reasons for the

conclusion that the record is exempt, should we request it,

and we do.

(3) "Sensitive" is defined in Chapter 119 as those portions

of programs that are used to collect, process, store, and

retrieve exempt information. The programs in question are

used to retrieve nonexempt information. This exemption does

not apply, and your failure to provide this public

information is yet another violation of the statute.

> To date, the University of Florida has incurred substantial costs to produce

> volumes of records that has been repeatedly made available for AFSCME's

> inspection and retrieval. Thus, please also consider the communication on

> this date as the 3rd invoice for $240.

Please consider this a refusal to pay, no matter how many

invoices you send us. The information you have made

available is not what we requested, and we did not authorize

its production or agree to pay for it.

On Fri, 28 Dec 2001, Ellis, Larry wrote:

> Attached, please find communications pertaining to the Public Records

> Exemption Project.

This response was also untimely, as our request had been

made two weeks earlier. You told us on several occasions in

October that you had finally (two years after our original

request) begun the process of identifying which personnel

records were exempt. We requested documentation of those

efforts, and two weeks later you tell us that there is

none--not a single mention of this so-called "project" in

agendas, minutes, notes, correspondence--prior to these two

December memos. Incredible.

> Pursuant to your reference on the data elements, other than the one you

> specified (collective bargaining unit), Information Systems is not aware of

> any missing information that is personnel related. However, if you would

> please enumerate exactly what those missing data elements are, we will be

> glad to furnish the information.

Given your statutory responsibility, I would think that by

now you would have already compared the list of 159 included

fields that you faxed to me and the list of 845 data

elements in the payroll/personnel database to see what is

missing. Like bargaining unit, most are clearly "personnel

related." We requested the entire database, and I have no

obligation to tell you why we want all 845 elements in it or

what they are. You, on the other hand, are legally required

to justify your withholding them. Your continued

withholding of this public information is why we are seeking

not only civil but criminal penalties.

> By copy, I am asking IS for "copies of the programs used to generate the

> file(s)."

Again, your response is untimely in that you did not even

forward the request to IS until more than two weeks after

receiving it.

> Lastly, you characterized the production of records (CD) as unauthorized. A

> review of your 11/12/01 and 10/25/01 emails disclosed that the CD format was

> what you demanded. Thus, please also consider this communication as a

> Second Invoice for $240. The check should be made payable to the University

> of Florida. Upon receipt of the check, the CD may be picked-up in

> Information Systems (33 Tigert) between 8:00am and 5:00pm.

A review of my 10/31/01 email discloses that I refused to

authorize production of the CD when asked to do so by Bob

Willits. I said that we would not agree to pay without

confirmation that, unlike the CD you tried to foist off on

us last year, this one would contain what we have been

requesting for two years: the entire personnel database

minus exempt data. The list of fields you faxed to me in

response showed that the CD contains only a fraction of what

we requested. We consider that CD, like your invoices for

it, to be rubbish.

> Larry Ellis

> Director, Division of Human Resources

Sharon Bauer

President, AFSCME Local 3340

ATTACHMENT 24

Date: Fri, 25 Jan 2002 11:51:44 -0500 (EST)

From: Sharon Bauer

To: "Ellis, Larry"

Cc: "Poppell, Ed"

Subject: RE: FW: Personnel Records

On Fri, 25 Jan 2002, Ellis, Larry wrote:

> Ms. Bauer:

>

> Section 119.07(3)(o) Florida Statutes states:

> Data processing software obtained by an agency under a licensing agreement

> which prohibits its disclosure and which software is a trade secret, as

> defined in Section 812.081, (Florida Statutes), and agency-produced data

> processing software which is sensitive are exempt from the provision of

> subsection (1) and Section 24(a), Article l of the State Constitution.

>

> According to an attorney general opinion (AGO 90-102):

> If the software used is licensed to the University, section 119.07(3)(o)

> exempts from disclosure and copying data processing software which is

> obtained by the University pursuant to a licensing agreement which prohibits

> its disclosure and which software is a trade secret.

That's ridiculous. If you type a document in Word, you

can't withhold the resulting document because licensed

software was used to create it. You have to provide the

requester a copy of the document, not Word. You claim that

your staff spent 23 hours writing programs to copy these

public records to a CD. We're not asking you for SAS,

COBOL, SQL, or whatever other software was used to write and

run the programs. We want the resulting agency-produced

programs, which are neither licensed nor sensitive. You

need to use the licensed software to print out a copy of

those programs. You still haven't complied with the

requirement that you state specifically how this exemption

applies. What licensed software are you claiming that you

can't provide to us?

> Regarding the communications pertaining to the Public Records Exemption

> Project, I was on annual leave December 14th through December 27th. Thus,

> your request of December 13th was responded to on December 28th.

>

> Larry T. Ellis

I find it hard to believe that you don't check your mail

while you're on vacation or have it forwarded to someone

else to be handled in your absence, that it's just ignored

whenever you're out of the office. That's a very odd way to

do business and certainly isn't how it's done in any office

I've ever worked in.

This is a public records request to view (1) all messages

you received during your vacation and (2) all replies to

those messages. In lieu of providing those records for

review, you could just admit that other mail was read and

responded to during that period if that is in fact the case.

Sharon Bauer

President, AFSCME Local 3340

[No response as of 5/9/02]

ATTACHMENT 26

Date: Tue, 29 Jan 2002 17:43:56 -0500 (EST)

From: Sharon Bauer

To: personnel@ufl.edu

Subject: Position Descriptions

Pursuant to Chapter 119, F.S., I'd like copies of the job

descriptions of the following positions. Please fax them to

my attention at 375-8068. If you have any questions, you

can reach me at 392-3855. Thanks,

Sharon Bauer

932890

636320 Secretary

835710 Program Assist

870040 Office Asst.

811180 Program Asst.

636630 Program Assist

629310 Office Assistant

879140 Office Asst.

992240 Program Assist?

811260 Clerical Supervisor

975890 Office Assistant

805620 Program Assistant

825510 Secretary

626740 Office Asst.

636020 Secretary

863690 Program Assist.

Date: Wed, 30 Jan 2002 16:32:01 -0500

From: "Pagenkopf, Kris"

To: "'share@'"

Subject: Request for Position Descriptions

We can supply the requested documents as photocopies. The number of pages

requested (57) will tie up our fax machine for too long a period.

In compliance with General Counsel's advice

the costs incurred (photocopying

and staff time) total $12.15, payment for which we will need in advance.

This is already discounted by our policy of providing the first 10 pages at

no charge.

Cost breakdown:

Staff time: 45 minutes @ $9.87/hr = $7.40 (pulling files, extracting

documents, photocopying)

One-sided pages: 1@$.15/page = .15

Two-sided pages: 23@$.20/page = 4.60 (a savings from 46

pages@$.15/page)

Total: $12.15

If not in cash, make check payable to "University of Florida." Payment must

be made prior to delivery.

For your convenience, you can make payment and take subsequent delivery at

the Health Center Employee Relations office in H-8, JHMHC.

Please advise.

--------------------------------------------

Kris Pagenkopf

Human Resources Coordinator

Division of Human Resources

University of Florida

POB 115001

Gainesville, FL 32611-5001

Phone 352-392-1213, SC 622-1213

Fax 352-392-3203, SC 622-3203

E-mail: kris-pagenkopf@ufl.edu

Date: Wed, 30 Jan 2002 17:10:59 -0500 (EST)

From: Sharon Bauer

To: "Pagenkopf, Kris"

Subject: Re: Request for Position Descriptions

The link below doesn't seem to work. I get a Page Not

Found error and am redirected to webadmin.ufl.edu. I'd

be very interested in seeing the FAQ.

Since you can only charge labor if the volume of records

involved requires "extensive clerical or supervisory

assistance," how many position descriptions can you pull

(which of course you've already done in order to count the

pages) without it being considered extensive--1, 2, 3? And

how many pages are you able to fax?

Sharon

Date: Thu, 31 Jan 2002 08:36:50 -0500

From: "Pagenkopf, Kris"

To: 'Sharon Bauer'

Subject: RE: Request for Position Descriptions

With respect to the link, you may want to try

and click on "Legal FAQs"

With respect to the method and manner in which we can supply the requested

documents, please see our original response. We are prepared to make

delivery upon receipt of the charges to cover the cost of supplying these

documents.

Date: Thu, 31 Jan 2002 13:56:19 -0500 (EST)

From: Sharon Bauer

To: "Pagenkopf, Kris"

Subject: RE: Request for Position Descriptions

As I told you previously, the general counsel website

isn't available. Apparently it's blocked to people

outside of your department. It must not be confidential

if you keep referring me to is, so I'm requesting a copy of

it. Please fax it to 375-8068.

I don't understand why you're refusing to answer my

questions about cost. If I revise my request to only

include the first 15 position descriptions, what will the

cost be? 14? 13? 12? 11? 10? 9? 8? 7? 6? 5? 4? 3? 2? 1?

Which of those requests could be faxed?

Date: Thu, 31 Jan 2002 15:38:22 -0500

From: "Pagenkopf, Kris"

To: 'Sharon Bauer'

Cc: "Hodges, Lisa"

Subject: RE: Request for Position Descriptions

We have confirmed with General Counsel's office that their site is not

restricted. However, we will provide a copy of that page for pick-up

through our Health Center Employee Relations office (H-8).

As per amending your original request we will be happy to provide copies at

the stated public records service charges that account for staff time and

photocopying at single- and double-sided rates specified below.

Date: Thu, 31 Jan 2002 15:56:52 -0500 (EST)

From: Sharon Bauer

To: "Pagenkopf, Kris"

Subject: RE: Request for Position Descriptions

On Thu, 31 Jan 2002, Pagenkopf, Kris wrote:

> We have confirmed with General Counsel's office that their site is not

> restricted. However, we will provide a copy of that page for pick-up

> through our Health Center Employee Relations office (H-8).

I'm not going to pick it up at the Health Center Employee

Relations Office. I asked that you fax it to 375-8068.

> As per amending your original request we will be happy to provide copies at

> the stated public records service charges that account for staff time and

> photocopying at single- and double-sided rates specified below.

Disregard my original request for the 16 position

descriptions. This is a request for the following 8.

Please provide me with an estimate of the cost.

> > > 932890

> > > 636320 Secretary

> > > 835710 Program Assist

> > > 870040 Office Asst.

> > > 811180 Program Asst.

> > > 636630 Program Assist

> > > 629310 Office Assistant

> > > 879140 Office Asst.

Date: Thu, 31 Jan 2002 16:31:08 -0500

From: "Pagenkopf, Kris"

To: 'Sharon Bauer'

Cc: "Hodges, Lisa"

Subject: RE: Request for Position Descriptions

Per your revised request, the cost is $4.89 with first 10 pages free.

Again, upon receipt of payment, we can provide the requested copies through

the our Health Center Employee Relations office (H-8).

Date: Thu, 31 Jan 2002 19:06:43 -0500 (EST)

From: Sharon Bauer

To: "Pagenkopf, Kris"

Subject: RE: Request for Position Descriptions

After consulting with my attorney, I am requesting, instead

of a copy of the printed FAQ, a copy of the electronic HTML

file. Please email it to me at this address.

Also, according to the Attorney General's public records

manual, "In order to comply with the statutory directive

that an agency provide copies of public records upon payment

of the statutory fee, an agency must respond to requests for

information as to copying costs." Therefore, I am

reiterating my previous request for the costs of providing

the first 1, 2, 3..., etc., through 15 documents of the 16

listed.

I also want a copy, in electronic format if available, of

any records in HR pertaining to faxing requested records.

Please provide me with the cost of those records.

Date: Fri, 1 Feb 2002 10:00:15 -0500

From: "Pagenkopf, Kris"

To: 'Sharon Bauer'

Subject: RE: Request for Position Descriptions

Per your request, attached are copies (MSWord) of the FAQs, and the HTML

file.

With regards to costs, they are based upon:

Photocopying: $.15 for single-sided copying; $.20 for double-sided copying

Staff time

Date: Tue, 19 Mar 2002 15:14:16 -0500 (EST)

From: Sharon Bauer

To: larry-ellis@ufl.edu, poppell@nervm.nerdc.ufl.edu

Subject: RE: Request for Position Descriptions (fwd)

This is to document that we have made you aware of the

following additional violations of the public records law.

Over six weeks ago, I requested copies of 16 position

descriptions and was told by Kris Pagenkopf that there would

be a charge of $7.40 for extensive clerical assistance. I

asked how many position descriptions could be requested

without requiring extensive clerical assistance, and he did

not provide that information. I then asked for the cost of

providing the first one, the first two, etc., up to the

first 15 position descriptions, and he has not provided that

information.

I had asked that the records be faxed to me, and he refused,

saying that the number of pages requested would tie up their

fax machine for too long. I repeatedly asked how many pages

could be faxed, and he did not respond. I asked him to fax

me a copy of the General Counsel web pag that he had

referred me to but that, due to a programming error, was not

available that day. He refused to fax that single sheet,

saying that I could pick it up in person at the Health

Center Personnel Office. I then requested a copy of any

policies or other records pertaining to the faxing of

requested records, and he has not responded to date.

Sharon Bauer

President, AFSCME Local 3340

Subject: Request for Position Descriptions (fwd)

Date: Wed, 20 Mar 2002 12:31:54 -0500

From: "Ellis, Larry"

To: "'share@'"

CC: "Poppell, Ed" , "'prevaux@ufl.edu'"

Good Afternoon Sharon:

Attached, please find information provided you by Kris Pagenkopf on 1/31/02

and 2/1/02. They appear to be prompt and accurate responses to specific

requests. However, should you have other specific requests for information,

please contact my office.

Thanks....Larry

ATTACHMENT 27

Date: Thu, 31 Jan 2002 19:06:43 -0500 (EST)

From: Sharon Bauer

To: "Pagenkopf, Kris"

Subject: RE: Request for Position Descriptions

After consulting with my attorney, I am requesting, instead

of a copy of the printed FAQ, a copy of the electronic HTML

file. Please email it to me at this address.

Also, according to the Attorney General's public records

manual, "In order to comply with the statutory directive

that an agency provide copies of public records upon payment

of the statutory fee, an agency must respond to requests for

information as to copying costs." Therefore, I am

reiterating my previous request for the costs of providing

the first 1, 2, 3..., etc., through 15 documents of the 16

listed.

I also want a copy, in electronic format if available, of

any records in HR pertaining to faxing requested records.

Please provide me with the cost of those records.

Date: Fri, 1 Feb 2002 10:00:15 -0500

From: "Pagenkopf, Kris"

To: 'Sharon Bauer'

Subject: RE: Request for Position Descriptions

Per your request, attached are copies (MSWord) of the FAQs, and the HTML

file.

With regards to costs, they are based upon:

Photocopying: $.15 for single-sided copying; $.20 for double-sided copying

Staff time

Date: Tue, 19 Mar 2002 15:14:16 -0500 (EST)

From: Sharon Bauer

To: larry-ellis@ufl.edu, poppell@nervm.nerdc.ufl.edu

Subject: RE: Request for Position Descriptions (fwd)

This is to document that we have made you aware of the

following additional violations of the public records law.

Over six weeks ago, I requested copies of 16 position

descriptions and was told by Kris Pagenkopf that there would

be a charge of $7.40 for extensive clerical assistance. I

asked how many position descriptions could be requested

without requiring extensive clerical assistance, and he did

not provide that information. I then asked for the cost of

providing the first one, the first two, etc., up to the

first 15 position descriptions, and he has not provided that

information.

I had asked that the records be faxed to me, and he refused,

saying that the number of pages requested would tie up their

fax machine for too long. I repeatedly asked how many pages

could be faxed, and he did not respond. I asked him to fax

me a copy of the General Counsel web pag that he had

referred me to but that, due to a programming error, was not

available that day. He refused to fax that single sheet,

saying that I could pick it up in person at the Health

Center Personnel Office. I then requested a copy of any

policies or other records pertaining to the faxing of

requested records, and he has not responded to date.

Sharon Bauer

President, AFSCME Local 3340

Subject: Request for Position Descriptions (fwd)

Date: Wed, 20 Mar 2002 12:31:54 -0500

From: "Ellis, Larry"

To: "'share@'"

CC: "Poppell, Ed" , "'prevaux@ufl.edu'"

Good Afternoon Sharon:

Attached, please find information provided you by Kris Pagenkopf on 1/31/02

and 2/1/02. They appear to be prompt and accurate responses to specific

requests. However, should you have other specific requests for information,

please contact my office.

Thanks....Larry

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