School District v. Gym

42 Pa. D. & C.5th 459
CourtPennsylvania Court of Common Pleas, Philadelphia County
DecidedSeptember 26, 2014
DocketNo. 1003; 1333 CD 2014
StatusPublished

This text of 42 Pa. D. & C.5th 459 (School District v. Gym) is published on Counsel Stack Legal Research, covering Pennsylvania Court of Common Pleas, Philadelphia County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
School District v. Gym, 42 Pa. D. & C.5th 459 (Pa. Super. Ct. 2014).

Opinion

PADILLA, J.,

The School District of Philadelphia (“appellant”) appeals from this court’s order of June 30, 2014, denying its appeal from the final determination of the Pennsylvania Office of Open Records (“OOR”).

[461]*461FACTUAL AND PROCEDURAL HISTORY

On December 19, 2012, Helen Gym (“appellee”), on behalf of Parents United for Public Education (“Parents United”), filed a Right to Know Law (“RTKL”) request for records containing a list of schools identified by Boston Consulting Group (“Boston”) as top candidates for school closures, as well as the criteria for choosing schools recommended for closure.

On January 14, 2013, appellant partially denied the request, providing only the criteria used to identify the schools and holding that the other records requested were draft policies reflecting the internal, pre-decisional deliberations of appellant and subject to exemption from the Right to Know Law per 65 P. S. § 67.708.

On February 14, 2013, appellee appealed to the OOR.

On March 19,2013, appellant provided a supplemental position statement, namely that the withheld records were produced by Boston to identify the schools to be closed while Boston was under contract with the William Penn Foundation. The Foundation had contracted with Boston, paid Boston, and donated the services to the District.

On April 1, 2013, the OOR requested that appellant provide evidence regarding whether any third party had access to the withheld records. Appellant did so on April 9, 2013.

OnApril 12,2013, theOORissuedits final determination. It held that based upon the affidavits provided, while Boston’s services were donated to appellant and Boston acted as an agent of the district, the affidavits did not address whether the William Penn Foundation had access [462]*462to the withheld records. The affidavits showed only that the records were “never a specific topic of conversation or exchange.” Thus, because it was appellant’s burden to prove by a preponderance of the evidence each element of the claimed exemption, the OOR could not conclude that the withheld records were “internal” to appellant. Thus, the OOR granted appellee’s appeal.

Appellant filed its appeal from the decision of the OOR on May 13, 2013.

On August 30, 2013, the certified record was received from the OOR.

On October 7, 2013, appellant filed its brief, arguing that the OOR erred in its decision and that the internal, pre-decisional, deliberative exception applied per 65 P. S. § 67.708. Specifically, appellant argued that the affidavits it had provided were clear in stating that the information was not shared and that, even if the information had been shared with the Foundation, it was still internal to appellant — i.e., prepared by or on behalf of the agency. Appellant also argued that the “three prong test” employed by the OOR should not be employed by this court in its decision and is merely a guideline.

On November 1, 2013, appellee filed her brief, arguing that the records are not internal when shared with outsiders and that documents given to appellant by a third party such as the Boston Group, are not internal per the meaning of the statute, and that appellant had had ample opportunity to submit the evidence requested by the OOR, but had not.

This court heard oral argument on the merits of this case on March 18, 2014. Appellant argued that the documents [463]*463were internal, predecisional, and deliberative, and that the affidavits submitted by appellant were sufficient to show that Boston had not shared the information with third parties. Notes of Testimony, hereinafter N. T., 3/18/14 at 5-8. Said affidavits stated that a) appellant remained the sole owner of the work product and materials prepared by Boston andb) that the Acting Superintendant of the School District stated that the list of schools recommended for closure “was never a specific topic of exchange between representatives of the William Penn Foundation, School District staff or consultants employed by BCG...” N. T. 3/18/14 at 8-9. Appellant chose not to supplement the administrative record. N. T. 3/18/14 at 10. Appellant argued the position that the documents remained predecisional until the administration took action upon them. N. T. 3/18/14 at 16. Additionally, appellant argued that because the William Penn Foundation had funded phase three of the work, that they were “in the group of the internal agency parties.” N. T. 3/18/14 at 19.

Appellee argued that the public agency asserting the exception has the burden of proving the applicability and that, in the instant case, it could not prove the documents were internal. N. T. 3/18/14 at 19-21. Namely, that appellant appeared to have shared the documents with the William Penn Foundation, a donor to appellant, but which had no contractual or agency ties. N. T. 3/18/14 at 21-22. Appellee argued that Boston had no formal relationship with appellant but was an outside volunteer, and that the affidavit provided by Knudsen stated only that he could not recall the documents being shared. N. T. 3/18/14 at 31-32. Boston was a contractor during phase one, running from February 21, 2012, through March 29, 2012. N. T. [464]*4643/18/14 at 35. Beginning March 30,2012, Boston was not a contractor. N. T. 3/18/14 at 36.

On June 30, 2014, following a thorough review of the record, briefs, and arguments of counsel, this court entered an order denying appellant’s appeal.

On July 30, 2014, appellant filed a timely notice of appeal to the Commonwealth Court.

On July 30, 2014, this court issued its order pursuant to Pa. R.A.P. 1925(b), directing appellant to file a concise statement of matters complained of on appeal within twenty-one (21) days.

On August 18, 2014, appellant filed its statement of errors complained of on appeal, arguing that this court erred in not providing findings of fact and conclusions of law; that this court erred in not concluding that appellant had met its proof that the document had been kept internal; that this court erred in not reversing the final determination that appellant had not met its burden of proof.

DISCUSSION

On appeal, appellant avers that this court erred in denying its appeal from the decision of the OOR and concluding that it had not met its burden of proof, and that this court erred because its order denying the appeal did not contain findings of fact and conclusions of law.

The RTKL is the statute providing for access to public records in Pennsylvania. Bowling v. Office of Open Records, 75 A.3d 453, 455 (Pa. 2013). This court’s scope of review as a Chapter 13 Court, dealing with appeals from the OOR, is de novo and shall contain findings of [465]*465fact and conclusions of law based upon the evidence as a whole, clearly and concisely explaining the rationale of the decision. Com., Pennsylvania Gaming Control Bd. v. Office of Open Records, 48 A.3d 503, 507 (Pa. Commw. Ct. 2012) appeal granted, 74 A.3d 1027 (Pa. 2013); 65 P.S. § 67.1301(a). The court may substitute its own findings of fact for that of the agency. Gaming Control Board, 48 A.3d at 507.

I.

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Related

Kaplin v. Lower Merion Township
19 A.3d 1209 (Commonwealth Court of Pennsylvania, 2011)
Commonwealth, Pennsylvania Gaming Control Board v. Office of Open Records
48 A.3d 503 (Commonwealth Court of Pennsylvania, 2012)
Office of the Governor v. Scolforo
65 A.3d 1095 (Commonwealth Court of Pennsylvania, 2013)
Bowling v. Office of Open Records
75 A.3d 453 (Supreme Court of Pennsylvania, 2013)

Cite This Page — Counsel Stack

Bluebook (online)
42 Pa. D. & C.5th 459, Counsel Stack Legal Research, https://law.counselstack.com/opinion/school-district-v-gym-pactcomplphilad-2014.