Competitive Enterprise Institute v. Office of Science and Technology Policy

UNITED STATES DISTRICT COURT FOR THE DISTRICT OF COLUMBIA Competitive Enterprise Institute, Plaintiff, v. Office of Science and Civil Action No. 14-765 (GK) Technology Policy Defendant. MEMORANDUM OPINION Plaintiff Competitive Enterprise Institute ("Plaintiff" or "CEI") brings this action against the Office of Science and Technology Policy ("Defendant," "OSTP," or "the Government"), a component of the Executive Office of the President of the United States. Plaintiff alleges violations of the Freedom of Information Act ("FOIA"), 5 U.S.C. § 552, (Counts I & II), the Administrative Procedure Act ("APA"), 5 U.S.C. § 704, et seq., (Count III), and the Federal Records Act ("FRA"), 44 U.S.C. §§ 2101-18, 2901-09, 3101-07, 3301-14, (Counts IV-VII). This matter is presently before the Court on the Governmen.t' s Motion to Dismiss, [Dkt. No. 7]. Upon consideration of the Motion, Opposition, [Dkt. No. 8], Reply, [Dkt. No. 10], and the entire record herein, and for the reasons stated below, Defendant's Motion is granted, and Plaintiff's Complaint shall be dismissed. I. BACKGROUND A. Statutory Framework 1. Freedom of Information Act FOIA, 5 U.S. C. § 552, allows individuals to request the disclosure of records from government agencies. Id. § 552 (a) ( 3) . When an agency receives a request that "reasonably describes" the records sought, id. § 552 (a) ( 3) (A) , ·it must "conduct [] a search reasonably calculated to uncover all relevant documents." Morely v. CIA, 508 F.3d 1108, 1114 (D.C. Cir. 2007) (internal quotation marks omitted). The agency must then disclose any responsive agency records it locates, except to the extent that any such records are protected from disclosure by one of FOIA's nine statutory exemptions. See 5 U.S.C. § 552(b). If an agency withholds responsive records not covered by one of FOIA' s exemptions, after exhausting administrative remedies, the requester may file a lawsuit in district court to challenge the agency's decision to withhold. See id. § 552(a) (4) (B). As the Supreme Court has held, in order to state a claim under FOIA, a requester must allege that the agency has (1) improperly; (2) withheld; (3) agency records. Kissinger v. Reporters Comm. for Freedom of the Press, 445 U.S. 136, 150 -2- (1980). "Judicial authority to devise remedies and enjoin agencies can only be invoked . if the agency has contravened all three components of this obligation." Id. 2. Federal Records Act The FRA is "a collection of statutes governing the creation, management, and disposal of records by federal agencies." Pub. Citizen v. Carlin, 184 F.3d 900, 902 (D.C. Cir. 1999); accord 44 U.S.C. §§ 2101-18, 2901-09, 3101-07, 3301-14. Under the FRA, agency heads are required to "make and preserve records containing adequate and proper documentation of the organization, functions, policies, decisions, procedures, and essential transactions of the agency [.]" 44 U.S. C. § 3101. Not all documents in an agency's possession qualify as "records" under the FRA. Instead, "records" includes any "recorded information" "made or received by a Federal agency under Federal law or in connection with the transaction of public business and preserved or appropriate for preservation by that agency as evidence of the organization, functions, policies, decisions, procedures, operations, or other activities of the Government or because of the informational value in them." Id. § 330l(a)(l)(A). Agencies may only dispose of records on terms approved by the Archivist of the United States, who is head of the National -3- Archives and Records Administration ("NARA"). 44 U.S.C. § 3303; 36 C.F.R. § 1225.10. In order to efficiently manage the disposition process, agencies may create records schedules, which must be approved by the NARA, to govern recurring types of records. 44 U.S.C. § 3303(3); 36 C.F.R. §§ 1225.10-1225.26. Records may be deemed temporary or permanent, the former designation leading to destruction after a set period and the latter, to preservation and eventually, transfer to the NARA. 36 C.F.R. §§ 1225.14, 1225.16. If an agency head learns of "any actual, impending, or threatened unlawful removal, defacing, alteration, corruption, deletion, erasure, or other destruction of records in the custody of the agency," he or she must notify the Archivist. 44 U.S.C. § 3106. If the agency head "knows or has reason to believe [that records] have been unlawfully removed from [his or her] agency," then the agency head "with the assistance of the Archivist shall initiate action through the Attorney General for the recovery of records [.]" Id. If the agency head "does not initiate an action for such recovery or other redress within a reasonable period of time," then the Archivist "shall request the Attorney Generai to initiate such an action, and shall notify the Congress when such a request has been made." Id. -4- B. Factual Background1 On October 15, 2013, Plaintiff sent OSTP a FOIA request seeking "copies of all policy /OSTP-related emails sent to or from jholdren@whrc.org (including as cc: or· bee:)." CEI FOIA Request at 2. [Dkt. 7-1]; see also compl. ']['][ 2-3, 26-28. The jholdren@whrc.org email account, provided to OSTP Director John Holdren ("Dr. Holdren" or "Director Holdren") is maintained by his former employer, a private entity called the Woods Hole Research Center. Compl. '][ 2, 23. The request alleged that "John Holdren maintained this account after joining the White House, and that he used this address/account for OSTP-related correspondence." CEI FOIA Request at 2. CEI clearly stated that its request would "entail[] searching jholdren@whrc.org." Id. According to CEI's request, while "[i]t [would] make [] sense for OSTP to search Mr. Holdren's OSTP account(s) [,] this request [was] for responsive records on the cited account[,]" id.' i.e., jholdren@whrc.org, not his OSTP account(s). 1 For purposes of ruling on a motion to dismiss, the factual allegations of the complaint must be presumed to be true and liberally construed in favor of the plaintiff. Aktieselskabet AF 21. November 2001 v. Fame Jeans Inc., 525 F.3d 8, 15 (D.C. Cir. 2008); Shear v. Nat'l Rifle Ass'n of Am., 606 F.2d 1251, 1253 (D.C. Cir. 197 9) ~ Therefore, unless otherwise noted, the facts set forth herein are taken from Plaintiff's Complaint. -5- On February 4, 2014, Defendant responded to CEI' s request stating that "OSTP [would be] unable to search the 'jholdren@whrc.org' account because that account [was] under the control of the Woods Hole Research Center, a private organization. Compl. ~ 29 (quoting OSTP' s Response to FOIA 11 Request [Dkt. 7-2]). OSTP stated that it "underst[ood] the records [CEI] requested to be beyond the reach of FOIA, 11 and therefore, "consider [ed] [the] request unperfected. 11 Id. On February 18, 2014, CEI replied to OSTP's letter. Plaintiff requested administrative appellate review of the agency's initial determination that the records sought were outside of FOIA's ambit. Compl. ~ 30. On March 7, 2014, 2 OSTP responded to CEI's letter of February 18. Compl. ~ 32. In OSTP's view, CEI's letter did not serve as an appeal; instead, it merely "clarif [ied] that [CEI was] requesting a search of Dr. Holdren's OSTP email account for records to and from jholdren@whrc.org. 11 Id. On April 18, 2014, CEI responded, calling OSTP's reading a mischaracterization and reiterating its desire for the agency to 2 Plaintiff's Co~plaint ~ 32 states that OSTP did not respond to CEI's February letter until March 31, 2014, but that appears to be a mistake. A copy of the letter with the text quoted in the Complaint bears the date March 7, 2014. [Dkt. No. 7-4]. CEI attached to its Opposition another letter from OSTP dated March 31, 2014, [Dkt. No. 8-1], but the March 31 letter also references the March 7 letter. -6- search for all OSTP-related emails sent to or from j holdren@whrc. org. Compl. ':II 33; CEI' s April Response [ Dkt. No. 7-5]. CEI noted that, in its view, the agency had failed to respond to CEI's appeal and that CEI would pursue judicial review unless OSTP provided a substantive response by May 1, 2014. Compl. ':II 33. On May 5, 2014, CEI filed its Complaint; on July 11, 2014, OSTP filed its Motion to Dismiss; on July 28, 2014, CEI filed its Opposition; and on August 21, 2014 OSTP filed its Reply. II. STANDARD OF REVIEW In order to survive a motion to dismiss under Rule 12 (b) (6), a plaintiff need only plead "enough facts to state a claim to relief that is plausible on its face" and to "nudge[ [his or her] claims across the line from conceivable to plausible." Bell Atlantic Corp. v. Twombly, 550 U.S. 544, 570 (2007). "[O]nce a claim has been stated adequately, it may be supported by showing any set of facts consistent with the allegations in the complaint." Id. at 563. Under the Twombly standard, a "court deciding a motion to dismiss must not make any judgment about the probability of the plaintiffs' success . [,] must assume all the allegations in the complaint are true (even if doubtful in fact) [, and] must give the plaintiff the benefit of all reasonable inferences -7- derived from the facts alleged." Aktieselskabet AF 21. November 2001 v. Fame Jeans Inc., 525 F.3d 8, 17 (D.C. Cir. 2008) (internal quotation marks and citations omitted). A complaint will not suffice, however, if it "tenders 'naked assertion [ s] ' devoid of 'further factual enhancement.'" Ashcroft v. Iqbal, 556 u.s. 662, 678 (2009) (quoting Twombly, 550 u.s. at 557) (alteration in Iqbal) . III. ANALYSIS A. Counts I & II: FOIA Claims Seeking an Injunction and a Declaratory Judgment Counts I and II of CEI's Complaint arise under FOIA, which allows private persons to contest an agency's (1) improper (2) withholding of (3) agency records. Kissinger, 445 U.S. at 150. Plaintiff has been exceedingly clear about what it wanted from OSTP: work-related emails residing on Dr. Holdren's unofficial email account, jholdren@whrc.org, which is maintained by a private entity, the Woods Hole Research Center. See CEI FOIA Request at 2 ("This [request] entails searching jholdren@whrc.org. It makes sense for OSTP to search Mr. Holdren's OSTP account(s) but this request is for responsive records on the cited account."); Compl.