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977 F. Supp. 2d 1091
N.D. Ala.
2013
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Background

  • This is a cross-appeal under the IDEA and Alabama Exceptional Child Education Act, challenging two issues: the Appropriate Education issue and the Independent Educational Evaluation issue.
  • Lolita S. seeks reimbursement for an IEE and challenges the district’s provision of FAPE to M.S.; the Jefferson County Board of Education challenges the IEE reimbursement and aspects of the IEPs.
  • The hearing officer ruled in part for Lolita S. on IEE reimbursement and reversed/remanded reading and transition areas, while affirming other aspects of the Appropriate Education decision; the Board sought appellate review.
  • M.S. was a 16–17-year-old student with disabilities whose IEPs (2010–2011, 2011–2012) and the Ackerson IEE were central to disputed evaluations, services, and transition planning.
  • The court conducted a de novo review of the administrative record, considering the IDEA’s standards for FAPE, and addressed Child Find, evaluation adequacy, transition services, and reimbursable IEE costs.
  • Key authorities were cited regarding the appropriate standard of review and educational-benefit requirements (Rowley, Draper, Phillip C., Bennett, Loren F.).

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Whether the IEPs’ reading and transition services provided a FAPE Lolita S. asserts the reading goals were unrealistic and the IEP lacked a bridging reading program addressing M.S.’s needs. Board contends the IEPs were reasonably calculated to provide educational benefit and complied with IDEA. Reading and transition areas not reasonably calculated; remand ordered.
Whether the district complied with Child Find and timely evaluation Lolita S. argues district failed to identify and evaluate M.S. earlier. Board contends no Child Find violation occurred and evaluation was adequate. Child Find no violation; evaluation adequate as of the time of formulation; no retroactive finding.
Whether the Stanford/transition-focused IEPs violated IDEA's transition requirements Lolita S. argues transition assessments and services were not individualized or adequate. Board argues transition services were appropriate and reasonably prepared M.S. for post-high school life. Transition services not appropriate; remand to address deficient transition assessment and goals.
Whether Lolita S. is entitled to reimbursement for Dr. Ackerson’s IEE Lolita S. seeks public funding for Ackerson’s IEE. Board asserts Ackerson’s IEE was not an IEE or that reimbursement is inappropriate. Ackerson’s IEE qualifies; Board ordered to reimburse; alternative ruling that IEE met agency criteria also discussed.

Key Cases Cited

  • Board of Educ. v. Rowley, 458 U.S. 176 (U.S. Supreme Court 1982) (IEP must be reasonably calculated to provide meaningful educational benefit)
  • Draper v. Atlanta Indep. Sch. Sys., 518 F.3d 1275 (11th Cir. 2008) (ADEQUATE education is case-by-case; not every outcome guaranteed)
  • Phillip C. v. Jefferson Cnty. Bd. of Educ., 701 F.3d 691 (11th Cir. 2012) (Regulation valid; boards must file to challenge parent IEE requests)
  • Loren F. ex rel. Fisher v. Atlanta Indep. Sch. Sys., 349 F.3d 1309 (11th Cir. 2003) (Deference to administrative findings; mixed questions of law and fact)
  • Bennett v. Sch. Dist. of City of Birmingham, 203 F.3d 1296 (11th Cir. 2000) (Case-by-case adequacy; child’s IEP must provide basic floor of educational opportunity)
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Case Details

Case Name: Jefferson County Board of Education v. Lolita S. ex rel. M.S.
Court Name: District Court, N.D. Alabama
Date Published: Sep 30, 2013
Citations: 977 F. Supp. 2d 1091; 2013 U.S. Dist. LEXIS 141624; 2013 WL 5519656; No. CV-12-BE-2324-S
Docket Number: No. CV-12-BE-2324-S
Court Abbreviation: N.D. Ala.
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