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FOIADetermination Letter (non-binding)No violationPersonnel & Student Records

Chicago Public Schools properly withheld curriculum materials as proprietary under 7(1)(j)(iv)

The request sought various instructional materials and curriculum documents related to gender and sexuality education sessions provided by a third-party vendor.

Date issued
January 5, 2024
Request number(s)
78019
Public body
Chicago Public Schools
Statute(s)
5 ILCS 140/7(1)(j)(iv)
Exemption(s) discussed
7(1)(j)(iv) — Faculty course/research materials
Outcome
No violation found

Plain-language summary

A requester asked Chicago Public Schools for educational materials used in gender and sexuality sessions provided by an outside vendor. The school district refused to release the documents, arguing they were proprietary teaching materials. The Attorney General's office reviewed the documents and agreed that the district was legally allowed to keep them private.

Legal question

Whether the requested curriculum materials and slideshows are exempt from disclosure under section 7(1)(j)(iv) of FOIA as proprietary instructional materials.

Holding

Chicago Public Schools did not improperly withhold the requested records because they fall within the scope of the exemption for proprietary instructional materials.

Summary

The requester sought curriculum materials provided by a vendor to Chicago Public Schools, which the district denied under FOIA exemption 7(1)(j)(iv). The PAC determined that the district properly withheld the records as they constituted proprietary instructional materials.

curriculumproprietary materialsschool recordsvendor contracts

Extracted text (1,150 words)

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OFFICE OF THE ATTORNEY GENERAL

STATE OF ILLINOIS

KWAME RAOUL

ATTORNEY GENERAL

January 5, 2024

Via electronic mail Via electronic mail

Mr. Andrew Mason

Managing FOIA Officer

Law Department, Chicago Public Schools

[street address redacted for site publication -- see original PDF] [email protected] RE: FOIA Request for Review — 2023 PAC 78019; CPS no. N014006-080423 Dear and Mr. Mason:

This determination letter is issued pursuant to section 9.5(f) of the Freedom of Information Act (FOIA) (5 ILCS 140/9.5(f) (West 2022)). For the reasons that follow, the Public Access Bureau concludes that Chicago Public Schools (CPS) did not improperly withhold records responsive to i) FOIA request.

provided by Lurie Children's (CPS Vendor # 40737) to Chicago Public Schools, from January 1, 2021, to July 14, 2023.

On August 25, 2023, CPS denied the request in its entirety pursuant to section 7(1)(j)(iv) of FOIA.? On September 6, 2023, IEE submitted a Request for Review contesting the denial of her request. She enclosed a spreadsheet of payments from CPS to Lurie Children's Hospital of Chicago (Lurie) with 68 line items, some of which are for workshops, trainings, or other sessions about gender, sexuality, or both.

On September 11, 2023, this office forwarded a copy of the Request for Review to CPS and asked it to provide this office with unredacted copies of any and all withheld records for this office's confidential review, together with a detailed explanation of the legal and factual bases for the applicability of the asserted exemption. On September 29, 2023, CPS furnished a written answer and a copy of a representative sample of the responsive records, maintaining that its denial was proper. On December 7, 2023, EM submitted a reply.

DETERMINATION

Under FOIA, "[a]ll records in the custody or possession of a public body are presumed to be open to inspection or copying." 5 ILCS 140/1.2 (West 2022). A public body "has the burden of proving by clear and convincing evidence" that a record is exempt from disclosure. 5 ILCS 140/1.2 (West 2022).

(j) The following information pertaining to educational matters:

(iv) course materials or research materials used by faculty members.

There are no published judicial decisions construing this exemption.

In its answer to this office, CPS explained:

‘FOIA portal message from EE 0 Chicago Public Schools (August 4, 2023).

25 ILCS 140/7(1)(j)(iv) (West 2022), as amended by Public Acts 103-154, effective June 30, 2023;

Upon receipt of the request, the CPS FOIA office consulted with the CPS Office of Student Health and Wellness and was advised that course materials provided by Lurie Children's Hospital of Chicago are not collected centrally in the regular course of business as Lurie Hospital works with individual CPS teachers and administrators at the school level to provide tailored instructional and support services as an educational vendor. Based on this information, the District denied this request under 5 ILCS 140/7(1)G)(iv), which exempts from release course materials or research materials used by faculty members.

* Fe As the FOIA office was similarly advised, the requestor states in her associated writing that teachers, counselors and principals in Chicago Public Schools and other school districts directly utilize Lurie's services and materials to support and provide instruction to the students they serve every day. The plain language of 5 ILCS 140/7(1)(j)(iv) indicates that the legislature clearly intended that materials such as this were to be exempt from release under the Illinois Freedom of Information Act.?!

GE veplicd: "My response would be that public has a right to review all public education curriculum materials. The agency providing this sex ed curriculum is being paid by Chicago schools * * * and therefore should be subject to public review."4 Although {J argued that a FOIA requester is entitled to receive all curriculum materials from public schools, the section 7(1)(j)(iv) exemption expressly exempts from disclosure "course materials" used in public schools. FOIA does not define "course materials," but the scope of J request for "links, presentations, slideshows, curriculum materials, videos, handouts, videos of presentations, and PDF's" used by CPS for education is coterminous with the plain meaning of the term. Although dictionaries do not define this compound term, the University of California's policy on "Ownership of Course Materials" provides an example of the common meaning in defining "course materials" as sLetter from Andrew Mason, Managing Freedom of Information Act Officer, Chicago Public Schools, to Joshua M. Jones, Deputy Bureau Chief, Public Access Bureau, Office of the Illinois Attorney General Materials prepared for use in teaching, fixed or unfixed, in any form, including, but not limited to, digital, print, audio, visual, or any combination thereof. Course materials include, but are not limited to, lectures, lecture notes, and materials, syllabi, study guides, bibliographies, visual aids, images, diagrams, multimedia presentations, web-ready content, and educational software.'!

In matching this scope, FOIA request thus sought to obtain only the kinds of records the section 7(1)(j)(iv) exemption serves to protect. The fact that CPS paid Lurie for the requested course materials does not negate or otherwise impact the applicability of the exemption; exempt records are often created using public funds. What matters is whether the records fall within the scope of a FOIA exemption, and these do, CPS' response to this office explained how Lurie works with individual teachers and administrators at the school level to develop customized instructional materials. This office's review of the sample responsive records that CPS provided for our confidential review confirmed that CPS withheld educational slideshows and other materials prepared for use in teaching. Under these circumstances, CPS sustained its burden of demonstrating that the responsive records are exempt from disclosure under section 7(1)(j)(iv).

The Public Access Counselor has determined that resolution of this matter does not require the issuance of a binding opinion. This letter shall serve to close this matter. If you have any questions, please contact me at (773) 590-7951 or [email protected].

Very truly yours,

JOSHUA M. JONES

Deputy Bureau Chief

Public Access Bureau

78019 f 7 ljiv proper sd ‘University of California Policy, Ownership of Course Materials § I] (effective September 25, 2003), https://policy.ucop.edu/doc/2 100004/CourseMaterials.