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Office of the Governor v. Bari
2011 Pa. Commw. LEXIS 221
| Pa. Commw. Ct. | 2011
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Background

  • IVCC is a private nonprofit corporation operating the Independence Visitor Center in Philadelphia.
  • Governor Rendell designated William Graham as IVCC's Class C director, creating a claimed link between the Office and IVCC.
  • Bari, a private citizen, filed RTKL requests seeking IVCC governance communications and Board minutes from 2001–2010.
  • The Office initially denied access to an attachment to a 2004 letter and a 2003 memo as confidential proprietary information under RTKL §708(b)(11).
  • OOR granted Bari access to the Board minutes, finding the minutes were public records and in the Office’s possession via Graham, and denied the 708(b)(11) claim.
  • The Pennsylvania Commonwealth Court reverses in part, vacates in part, and remands for further proceedings on possession and the confidential information exemption.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Are IVCC Board Minutes public records under RTKL? Bari: Minutes are records of an agency via Governor-appointed representative. Office/IVCC: Minutes are not records of the Office; IVCC is separate from the Office. No; Board Minutes are not public records under RTKL.
Was the Office's possession of the IVCC Minutes established? Presumption of public-record status applies if Office has possession. Office does not have possession; Graham’s possession is irrelevant to the Office. The Office did not prove possession; no Section 305 presumption applied.
Does the 708(b)(11) confidential proprietary information exemption apply to the 2004 attachment and 2003 memo? Attachments are not sufficiently shown to be confidential proprietary information. Attachments contain confidential proprietary information under RTKL §102 and §708(b)(11). Remanded for a hearing to determine if information is confidential and if disclosure would harm IVCC’s competitive position.
Was Bari's August 2010 RTKL request disruptive under §506(a)? Repetitive requests should not bar access; burden not shown to be unreasonable. Requests were duplicative and burdensome during budget constraints. The disruption argument was not supported; remand for further consideration on the 506(a) issue.

Key Cases Cited

  • Allegheny County Department of Administrative Services v. A Second Chance, Inc., 13 A.3d 1025 (Pa.Cmwlth.2011) (defines 'public record' and 'of' in RTKL, and discusses records not created by the agency)
  • In re Silberstein, 11 A.3d 629 (Pa.Cmwlth.2011) (noting limits on what constitutes records of a public entity)
  • Crum v. Bridgestone/Firestone North American Tire, LLC, 907 A.2d 578 (Pa.Super.2006) (distinguishes 'confidential proprietary information' from 'trade secrets' for RTKL purposes)
  • Den-Tal-Ez, Inc. v. Siemens Capital Corp., 389 Pa.Super. 219 (Pa.Super. 1989) (distinguishes confidential information from other categories in RTKL)
  • Bowling v. Office of Open Records, 990 A.2d 813 (Pa.Cmwlth.2010) (RTKL remedial purpose and access principles)
Read the full case

Case Details

Case Name: Office of the Governor v. Bari
Court Name: Commonwealth Court of Pennsylvania
Date Published: May 4, 2011
Citation: 2011 Pa. Commw. LEXIS 221
Docket Number: 2123 C.D. 2010, 2170 C.D. 2010
Court Abbreviation: Pa. Commw. Ct.