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ATTORNEY GENERAL OF TEXAS
GREG ABBOTT
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May 22, 2006

Mr. David A. Anderson
General Counsel
Office of Legal Services
Texas Education Agency
1701 North Congress Avenue
Austin, Texas 78701-1494

OR2006-05351

Dear Mr. Anderson:

You ask whether certain information is subject to required public disclosure under the Public Information Act (the "Act"), chapter 552 of the Government Code. Your request was assigned ID# 248440.

The Texas Education Agency (the "agency") received a request for information pertaining to RFQ# 701-06-002. You state that you have released some of the requested information. Although you take no position regarding the public availability of the remaining information, you state that release of the submitted information may implicate third party proprietary interests. Thus, pursuant to section 552.305 of the Government Code, you have notified the following entities of the request and each entity's right to submit arguments to this office: Compass Learning, Inc. ("Compass"); Glencoe/McGraw-Hill ("Glencoe"); Harcourt Achieve, Inc. ("Harcourt Achieve"); Harcourt School Pulishers ("Harcourt School"); Pearson Digital Learning, Inc. ("Pearson"); the Region 4 Education Service Center (the "center"); Riverdeep, L.L.C. ("Riverdeep"); Saxon Publishing ("Saxon"); Scholastic, Inc. ("Scholastic"); Scientific Learning Corporation ("Scientific"); Steck-Vaughn; the Texas A&M Research Foundation (the "foundation"); Tom Snyder Productions, Inc. ("Snyder"); and Voyager Expanded Learning ("Voyager") of the request and of each company's right to submit arguments to this office as to why the information should not be released. See Gov't Code § 552.305(d); see also Open Records Decision No. 542 (1990) (determining that statutory predecessor to section 552.305 permits governmental body to rely on interested third party to raise and explain applicability of exception to disclosure under the Act in certain circumstances). We have reviewed the submitted information and considered all submitted arguments.

Initially, we note, and you acknowledge, that the agency failed to comply with the time periods prescribed by section 552.301 of the Government Code in seeking an open records decision from this office. See Gov't Code § 552.301(a), (b), (e). Pursuant to section 552.302 of the Government Code, a governmental body's failure to comply with the procedural requirements of section 552.301 results in the legal presumption that the requested information is public and must be released unless the governmental body demonstrates a compelling reason to withhold the information from disclosure. See Gov't Code § 552.302; Hancock v. State Bd. of Ins., 797 S.W.2d 379, 381-82 (Tex. App.--Austin 1990, no writ) (governmental body must make compelling demonstration to overcome presumption of openness pursuant to statutory predecessor to section 552.302); Open Records Decision No. 319 (1982). Normally, a compelling interest is demonstrated when some other source of law makes the information at issue confidential or third-party interests are at stake. See Open Records Decision No. 150 at 2 (1977). In this instance, because you contend third party interests are at issue, we will address the arguments for non-disclosure.

First, however, we note that an interested third party is allowed ten business days after the date of its receipt of the governmental body's notice under section 552.305(d) to submit its reasons, if any, as to why information relating to that party should be withheld from public disclosure. See Gov't Code § 552.305(d)(2)(B). Compass and Harcourt School have responded to the notice and state that they do not object to the release of their information; therefore, the submitted information pertaining to these companies may not be withheld as proprietary information. As of the date of this letter, Glencoe, Harcourt Achieve, Pearson, the center, Saxon, Steck-Vaughn, the foundation, Snyder, and Voyager have not submitted to this office any reasons explaining why their information should not be released. We thus have no basis for concluding that the release of any portion of the submitted information pertaining to these entities would harm their proprietary interests. See, e.g., id. § 552.110; Open Records Decision Nos. 661 at 5-6 (1999) (to prevent disclosure of commercial or financial information, party must show by specific factual evidence, not conclusory or generalized allegations, that release of requested information would cause that party substantial competitive harm). Accordingly, we conclude that the agency may not withhold any portion of the submitted information on the basis of any proprietary interest Glencoe, Harcourt Achieve, Pearson, the center, Saxon, Steck-Vaughn, the foundation, Snyder, or Voyager may have in the information.

We turn next to the arguments submitted by interested third parties Riverdeep, Scholastic, and Scientific. We note that Riverdeep seeks to withhold information that the agency has not submitted to this office for review.(1) This ruling does not address the arguments submitted by Riverdeep pertaining to information that has not been submitted for our review by the agency. See Gov't Code § 552.301(e)(1)(D) (governmental body seeking attorney general's opinion under Act must submit copy or representative samples of specific information requested).

Riverdeep, Scholastic, and Scientific claim that their information is excepted from disclosure under section 552.110 of the Government Code. Section 552.110 protects the proprietary interests of private persons by excepting from disclosure two types of information: (1) trade secrets obtained from a person and privileged or confidential by statute or judicial decision and (2) commercial or financial information for which it is demonstrated based on specific factual evidence that disclosure would cause substantial competitive harm to the person from whom the information was obtained. See Gov't Code § 552.110(a), (b).

Section 552.110(b) protects "[c]ommercial or financial information for which it is demonstrated based on specific factual evidence that disclosure would cause substantial competitive harm to the person from whom the information was obtained[.]" Gov't Code § 552.110(b). This exception to disclosure requires a specific factual or evidentiary showing, not conclusory or generalized allegations, that substantial competitive injury would likely result from release of the information at issue. Id.; see also National Parks & Conservation Ass'n v. Morton, 498 F.2d 765 (D.C. Cir. 1974); Open Records Decision No. 661 (1999).

Upon review of the information at issue and the arguments submitted by Riverdeep, Scholastic, and Scientific, we find these companies have demonstrated that the information each seeks to withhold is excepted from disclosure under section 552.110(b). Accordingly, the agency must withhold the submitted information pertaining to these companies. As our ruling on this issue is dispositive, we need not address the remaining submitted arguments.

We note, however, that some of the remaining information includes notice of copyright protection. A custodian of public records must comply with the copyright law and is not required to furnish copies of records that are copyrighted. Attorney General Opinion JM-672 (1987). A governmental body must allow inspection of materials that are subject to copyright protection unless an exception applies to the information. Id. If a member of the public wishes to make copies of copyrighted materials, the person must do so unassisted by the governmental body. In making copies, the member of the public assumes the duty of compliance with the copyright law and the risk of a copyright infringement suit. See Open Records Decision No. 550 (1990). Accordingly, in releasing the remaining information the agency must release copyrighted information only in accordance with copyright law.

This letter ruling is limited to the particular records at issue in this request and limited to the facts as presented to us; therefore, this ruling must not be relied upon as a previous determination regarding any other records or any other circumstances.

This ruling triggers important deadlines regarding the rights and responsibilities of the governmental body and of the requestor. For example, governmental bodies are prohibited from asking the attorney general to reconsider this ruling. Gov't Code § 552.301(f). If the governmental body wants to challenge this ruling, the governmental body must appeal by filing suit in Travis County within 30 calendar days. Id. § 552.324(b). In order to get the full benefit of such an appeal, the governmental body must file suit within 10 calendar days. Id. § 552.353(b)(3), (c). If the governmental body does not appeal this ruling and the governmental body does not comply with it, then both the requestor and the attorney general have the right to file suit against the governmental body to enforce this ruling. Id. § 552.321(a).

If this ruling requires the governmental body to release all or part of the requested information, the governmental body is responsible for taking the next step. Based on the statute, the attorney general expects that, upon receiving this ruling, the governmental body will either release the public records promptly pursuant to section 552.221(a) of the Government Code or file a lawsuit challenging this ruling pursuant to section 552.324 of the Government Code. If the governmental body fails to do one of these things, then the requestor should report that failure to the attorney general's Open Government Hotline, toll free, at (877) 673-6839. The requestor may also file a complaint with the district or county attorney. Id. § 552.3215(e).

If this ruling requires or permits the governmental body to withhold all or some of the requested information, the requestor can appeal that decision by suing the governmental body. Id. § 552.321(a); Texas Dep't of Pub. Safety v. Gilbreath, 842 S.W.2d 408, 411 (Tex. App.--Austin 1992, no writ).

Please remember that under the Act the release of information triggers certain procedures for costs and charges to the requestor. If records are released in compliance with this ruling, be sure that all charges for the information are at or below the legal amounts. Questions or complaints about over-charging must be directed to Hadassah Schloss at the Office of the Attorney General at (512) 475-2497.

If the governmental body, the requestor, or any other person has questions or comments about this ruling, they may contact our office. Although there is no statutory deadline for contacting us, the attorney general prefers to receive any comments within 10 calendar days of the date of this ruling.

Sincerely,

L. Joseph James
Assistant Attorney General
Open Records Division
LJJ/sdk
Ref: ID# 248440
Enc. Submitted documents

c: Ms. Barbara Franklin
PLATO Learning, Inc.
6904 Kenosha Pass
Austin, Texas 78749
(w/o enclosures)

Ms. Kirsten N. Mellor
Riverdeep, Inc.
100 Pine Street, Suite 1900
San Francisco, California 94111
(w/o enclosures)

Ms. Donna Vaughn
Business Administration & Pricing
CompassLearning, Inc.
7878 North 16th Street, Suite 100
Phoenix, Arizona 85020
(w/o enclosures)

Ms. Deborah Clarke Trejo
Counsel to Scholastic, Inc.
Kemp Smith, LLP.
816 Congress Avenue, Suite 1650
Austin, Texas 78701-2443
(w/o enclosures)

Ms. Linda L. Carloni
Scientific Learning
300 Frank H. Ogawa Plaza, Ste 600
Oakland, California 94612-2040
(w/o enclosures)

Ms. Deborah Nugent
Voyager Expanded Learning
1800 Valley View Lane, Suite 400
Dallas, Texas 75234
(w/o enclosures)

Mr. Mark S. Smock
Texas A&M Research Foundation
3578 TAMU
College Station, Texas 77843-3578
(w/o enclosures)

Ms. Maggie Carter
Harcourt Achieve, Inc.
10801 North Mopac Expy, Bldg 3
Austin, Texas 78759-5403
(w/o enclosures)

Mr. Mark Shelley
Steck-Vaughn
10801 North Mopac Expy, Bldg 3
Austin, Texas 78759-5403
(w/o enclosures)

Mr. Mark Shelley
Saxon Publishing
10801 North Mopac Expy, Bldg 3
Austin, Texas 78759-5403
(w/o enclosures)

Mr. Jim Coulon
Glencoe/McGraw-Hill
8787 Orion Place
Columbus, Ohio 43240
(w/o enclosures)

Mr. David Mayers
Pearson Digital Learning, Inc.
6710 East Camelback Road
Scottsdale, Arizona 85251
(w/o enclosures)

Mr. Bill McKinney
Region 4 Education Service Center
7145 West Tidwell
Houston, Texas 77091
(w/o enclosures)

Ms. Pam Holloway
Harcourt School Publishers
1175 North Stemmons Freeway
Lewisville, Texas 75067
(w/o enclosures)


 

Footnotes

1. Specifically, Riverdeep seeks to withhold the entirety of its proposal. The agency has submitted only Riverdeep's cost proposal.
 

POST OFFICE BOX 12548, AUSTIN, TEXAS 78711-2548 TEL: (512) 463-2100 WEB:WWW.OAG.STATE.TX.US
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