Must an educational agency or institution have a written agreement to disclose personally identifiable information (PII) from education records without consent for the purposes of conducting a study or an audit or evaluation of an education program?

Yes. Both the studies exception and the audit or evaluation exception specifically require that the parties execute a written agreement when disclosing PII from education records without consent.

K-12 School Officials
Postsecondary School Officials
Data Sharing
Exceptions - Audit/Evaluation