Open Meetings Act - OMA
Whether a Leadership Team is A Public Body Subject to OMA
Case: Non-Binding Opinion – 2019 PAC 58582
Decision Date: Monday, December 16, 2024
This non-binding opinion from the Illinois Attorney General’s Public Access Counselor (PAC) discusses an issue under the Open Meetings Act (OMA) of whether the Evanston/Skokie School District No. 65 (School) Board of Trustees (Board) Leadership team, consisting of the Board President and Vice President, was a “public body” subject to the requirements of OMA due to its function and membership.
Section 1 of OMA states that "it is the intent of this Act to ensure that the actions of public bodies be taken openly and that their deliberations be conducted openly." Section 1.02 of the OMA defines "public body" as including "all legislative, executive, administrative or advisory bodies of the State, counties, townships, cities, villages, incorporated towns, school districts and all other municipal corporations, boards, bureaus, committees or commissions of this State, and any subsidiary bodies of any of the foregoing including but limited to committees and subcommittees[.]" Generally, the OMA applies to a majority of a quorum of school board members when discussing public business contemporaneously, commonly three or more school board members. In analyzing whether an entity constitutes an advisory body of a public body, Illinois courts have examined: (1) who appoints the members of the entity, (2) the formality of their appointment, (3) whether the members are paid for their tenure, (4) the entity's assigned duties, including duties reflected in its bylaws or authorizing statute, (5) whether the entity's role is solely advisory or whether it also has a deliberative or investigative function, (6) whether the entity is subject to government control or otherwise accountable to any public body, (7) whether the entity has a budget, (8) the entity's place within the larger public body, and (9) the impact of decisions or recommendations that the entity makes. University Professionals of Illinois v. Stukel, 344 Ill. App. 3d 856, 865 (2003). Courts have considered four primary factors in determining whether an entity is a "subsidiary body" of a public body: (1) the extent to which the entity has a legal existence independent of government resolution, (2) the degree of government control exerted over the entity, (3) the extent to which the entity is publicly funded, and (4) the nature of the functions performed by the entity." Better Government Ass'n v. Illinois High School Ass'n, 2017 IL 121124, ¶ 26.
Here, an individual filed a request for review with the PAC claiming the Leadership Team was working together as a separate group of two persons for a common purpose and were acting together as a subsidiary body and as a committee of the School Board. With only two members of the Leadership Team, the Board President and Vice President, the question was whether the group was a committee of the Board. The PAC analyzed the facts under Stukel and found that the Leadership Team appeared to be an internal group formed at the discretion of the Board President and Vice President to enhance discussions amongst the Board, administration, and the teachers' union in an informal manner rather than to make decisions or issue formal recommendations with binding or significant impact. The PAC distinguished that although the Leadership Team provided input from those discussions to the Board, the Board would make the final determination on any Board or District matters. The PAC further noted that the Leadership Team did not have any bylaws or an authorizing statute and had no formal deliberative or investigative functions. Further, the PAC found that there was no indication that the Board exercised control over the Leadership Team. The PAC found most important that the Leadership Team was not a part of the formal structure of the Board, nor was it created by the Board as a public body. In analyzing whether the Leadership team was a subsidiary of the School Board, the PAC found that the Board did not take action to integrate the Leadership Team into its formal structure or recognize it as a committee.
The PAC concluded that because the Leadership Team lacked the key features of an advisory body, committee, or subsidiary body, the Leadership Team is not a "public body" subject to the requirements of OMA. The PAC determined that the resolution of this matter did not require the issuance of a binding opinion and the matter is closed.