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403 F. App'x 832
4th Cir.
2010
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Background

  • S.L. is autistic and eligible for IDEA special education services; MCPS prepared July 18, 2006 and November 14, 2006 IEPs proposing Strathmore placement; Lorenzens enrolled S.L. at Kingsbury for 2006-2007 and sought tuition reimbursement.
  • ALJ found July 18 IEP violated IDEA procedural requirements and denied FAPE for the first semester; amended November 14 IEP was reasonably calculated to provide FAPE for the remainder of 2006-2007.
  • ALJ awarded tuition reimbursement for the first semester only; district court later granted summary judgment to Lorenzens denying reimbursement for the second semester.
  • Lorenzens moved for summary judgment and sought to introduce “additional evidence” not in the administrative record; MCPS filed evidence via affidavit from Virginia Ross.
  • Ross affidavit avers the July 24, 2007 IEP team found S.L.’s needs changed and that the team concluded Strathmore could not meet her needs for 2007-2008; district court relied on this to deny relief for the second semester.
  • We vacate the district court’s summary judgment and remand for further proceedings.

Issues

Issue Plaintiff's Argument Defendant's Argument Held
Whether the district court properly treated new evidence about the July 24, 2007 change of placement. Lorenzens contend the July 24 reversal shows Strathmore was inappropriate for 2006-2007. MCPS argues Ross affidavit creates a genuine factual dispute about reasons for changing placement. Yes; district court erred; genuine issue of material fact remains.
Whether Ross’s affidavit admissibly supports a change of placement for 2007-2008 and affects 2006-2007 analysis. No admissible evidence refuting initial IEPs; changes are irrelevant to 2006-2007. Ross affidavit is admissible and indicates a prospective change for 2007-2008. Admissible; creates material fact issue about reasons for July 2007 change.
Whether the district court appropriately applied summary-judgment standards in IDEA context with new evidence. Court should consider record as a whole and defer to administrative process. Court should test evidence under summary judgment; need to respect substantial deference with some clear-error review. District court erred in ruling without properly weighing in MCPS’s favor.

Key Cases Cited

  • Bd. of Educ. v. Rowley, 458 U.S. 176 (U.S. 1982) (establishes standard for FAPE and IDEA review)
  • MM ex rel. DM v. School Dist. of Greenville County, 303 F.3d 523 (4th Cir. 2002) (regarding standard when district court takes additional evidence in IDEA proceedings)
  • County School Bd. of Henrico County, Virginia v. Z.P. ex rel. R.P., 399 F.3d 298 (4th Cir. 2005) (discusses whether to apply clear-error or de novo review with new evidence)
  • Doyle v. Arlington County Sch. Bd., 953 F.2d 100 (4th Cir. 1991) (notes the balance of de novo review with due weight to administrative proceedings)
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Case Details

Case Name: Lorenzen v. Montgomery County Board of Education
Court Name: Court of Appeals for the Fourth Circuit
Date Published: Dec 7, 2010
Citations: 403 F. App'x 832; 09-1449
Docket Number: 09-1449
Court Abbreviation: 4th Cir.
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    Lorenzen v. Montgomery County Board of Education, 403 F. App'x 832