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PG Publishing Co. v. Governor's Office of Administration
120 A.3d 456
| Pa. Commw. Ct. | 2015
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Background

  • PG Publishing (The Pittsburgh Post-Gazette) filed an amended petition for review seeking mandamus relief challenging GOA/PDE e-mail retention policies that allow employees to classify and delete e-mails as transitory/non-records, leading to permanent deletion from servers after five days.
  • PG Publishing alleged that this discretionary classification undermines RTKL access and could permanently destroy records responsive to RTKL requests (citing a PDE request for Tomalis’s emails where few messages were produced and suggestions that other emails had been deleted).
  • PG Publishing sought injunctions to (1) stop GOA from destroying e-mails after five days and require two-year central retention, and (2) bar PDE employees from daily purging and compel searches of GOA archives for RTKL requests.
  • GOA and PDE filed preliminary objections arguing lack of standing/capacity, that the RTKL does not impose retention duties, failure to plead any specific violation of GOA retention directives/Administrative Code, absence of clear right to mandamus relief, and sovereign immunity.
  • The court found PG Publishing has standing (as a requester and under press-standing principles from Press-Enterprise/Benton), but dismissed the RTKL claim because RTKL does not alter existing record-retention law and Section 507 preserves agency retention/disposition schedules.
  • The court also dismissed the Administrative Code claim, finding the GOA manuals set standards and provide only limited, reasonable employee discretion; PG Publishing failed to plead a concrete violation or a clear legal right necessary for mandamus. The amended petition was dismissed with prejudice.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Standing to sue under RTKL/mandamus Press has unique public-interest standing; PG Publishing is a requester entitled to sue GOA/PDE argued PG Publishing asserted a generalized public grievance lacking individualized injury Court: PG Publishing has standing as a requester and under press-standing (Benton/Press-Enterprise)
Whether RTKL requires agencies to retain records RTKL's disclosure purpose means retention policies enabling deletion thwart access; RTKL requester remedy includes forcing retention RTKL §507 preserves existing retention/disposition schedules; RTKL governs disclosure of existing records, not a duty to retain Court: RTKL does not create a retention duty; RTKL claim dismissed
Whether GOA/PDE violated Administrative Code / GOA retention directives Agency practice (Tomalis emails) shows failure to follow GOA retention policy or excessive employee discretion causing loss of records GOA manuals and directives provide definitions, standards, training, and limited necessary discretion; PG Publishing pleaded no concrete adherence failure Court: PG Publishing failed to allege a cognizable violation of Section 701; Administrative Code claim dismissed
Availability of mandamus relief Mandamus appropriate to compel performance where petitioner has clear right and no other remedy; PG Publishing seeks to enforce retention duties GOA/PDE: no established legal right to retained records under RTKL or Administrative Code; no basis for mandamus Court: No clear legal right shown; mandamus not available; petition dismissed with prejudice

Key Cases Cited

  • William Penn Parking Garage, Inc. v. City of Pittsburgh, 346 A.2d 269 (Pa. 1975) (standing requires being "aggrieved" with substantial, direct, immediate interest)
  • Fumo v. City of Philadelphia, 972 A.2d 487 (Pa. 2009) (definition of aggrieved and standing elements)
  • Press-Enterprise, Inc. v. Benton Area School Dist., 604 A.2d 1221 (Pa. Cmwlth. 1992) (press has standing to vindicate public’s access to government information)
  • Bowling v. Office of Open Records, 990 A.2d 813 (Pa. Cmwlth. 2010) (RTKL purpose: promote access and government accountability)
  • SWB Yankees, LLC v. Wintermantel, 45 A.3d 1029 (Pa. 2012) (RTKL empowers citizens’ access to government information)
  • Brown v. Levy, 73 A.3d 514 (Pa. 2013) (writ of mandamus standards: clear right, corresponding duty, and lack of other remedy)
  • Clark v. Beard, 918 A.2d 155 (Pa. Cmwlth. 2007) (mandamus enforces established legal rights rather than create them)
Read the full case

Case Details

Case Name: PG Publishing Co. v. Governor's Office of Administration
Court Name: Commonwealth Court of Pennsylvania
Date Published: Jul 9, 2015
Citation: 120 A.3d 456
Court Abbreviation: Pa. Commw. Ct.