Lower Merion School District v. DoeLower Merion School District v. Doe
Lead Opinion
OPINION BY
In a case of first impression, the Lower Merion School District (District) petitions for review of the August 17, 2004, order of the Department of Education, Bureau of Special Education (Department), which ordered the District to provide occupational therapy services to Student Doe
Student Doe is a six-year old student residing in the District with his parents (Parents Doe). Parents Doe requested that their child be evaluated to assess his needs and determine whether he was entitled to services under the Individuals with Disabilities Education Act (IDEA),
Parents Doe enrolled Student Doe for the 2004-05 school year in a full-day kindergarten program at an independent private school outside of the District, which offers only half-day kindergarten. However, Parents Doe requested that the District provide Student Doe with occupational therapy at a public school in the District, and Parents Doe dually enrolled Student Doe in the District so that he could receive this therapy. Parents Doe did not seek transportation costs to the public school nor private school tuition reimbursement.
The District refused to provide occupational therapy to Student Doe, asserting that, in order to receive Section 504 services, Student Doe must be attending a public school in the District. Subsequently, a Hearing Officer reviewed the matter; the specific legal issue presented was whether Student Doe is “entitled to receive services from the ... District under a Section 504 Service [Agreement] if he is dually enrolled and his parents bring him to a District facility to receive those services while he is attending an independent, private school.” (R.R. at 4; Hearing Officer’s decision at 2.)
After considering the arguments of both parties,
I. Statutory and Regulatory Law
Section 504 was enacted to promote, inter alia, the inclusion and integration of persons with disabilities into mainstream society. See
No otherwise qualified individual with a disability in the United States ... shall, solely by reason of her or his disability, be excluded from the participation in, be denied the benefits of, or be subjected to discrimination under any program or activity[5 ] receiving Federal financial assistance ....
A recipient [of federal financial assistance] that operates a public elementary*928 or secondary education program or activity shall provide a free appropriate public education to each qualified handicapped person who is in the recipient’s jurisdiction, regardless of the nature or severity of the person’s handicap.
Importantly, Parents Doe do not seek reimbursement for Student Doe’s private school tuition; they do not ask that any Section 504 services be provided for Student Doe at the private school; and they assume the cost of transporting Student Doe to a District facility for the services. What Parents Doe do seek is to obtain what has been recognized as a crucial element of Student Doe’s “appropriate education,” i.e., “related services” for free.
In addition, Chapter 15 regulations,
A school district shall provide each protected handicapped student enrolled in the district, without cost to the student or family, those related aids, services or accommodations which are needed to afford the student equal opportunity to participate in and obtain the benefits of the school program and extracurricular activities without discrimination and to the maximum extent appropriate to the student’s abilities.
Nevertheless, focusing on the use of the definite article “the” rather than the indefinite article “a,” the District asserts that Section 504 only requires a recipient of federal funds to provide services that are necessary to allow a Section 504-eligible person meaningful access to the recipient’s program, not to any school program.
While we do not dismiss the District’s argument out of hand, we do note, as did the Hearing Officer, that the wording in the state regulation “is ‘enrolled’ and not ‘attending.’ It is also noted that the regulation’s wording is ‘the school program’ and not ‘the public school program.’ ”
We recognize that there are differences between Section 504 and the IDEA, and Section 504 does not specifically provide for services to private school students in the way that the IDEA does.- However, neither Section 504, nor the applicable federal or state regulations promulgated to effectuate Section 504, bar private school students from dual enrollment in a public school district in order to receive Section 504 services at a district facility.
To the contrary, with its emphasis on the needs of the student, the mandate in Section 504 and its federal implementing regulations clearly require that a public school district provide a “free appropriate public education” to each qualified student in its jurisdiction.
Because Section 504 is remedial legislation, M.A. ex rel. E.S. v. State-Operated School District of the City of Newark,
II. Caselaw Analysis
Courts in the Third Circuit have consistently applied an IDEA/Chapter 14 analysis when deciding cases under Section 504/Chapter 15. Therefore, we also agree with Parents Doe that, to resolve the present matter, it is entirely appropriate to review caselaw decided under the IDEA. In W.B. v. Matula,
There appear to be few differences, if any, between IDEA’S affirmative duty and [Section] 504’s negative prohibition. Indeed, the regulations implementing [Section] 504 adopt the IDEA language, requiring that schools which receive or benefit from federal financial assistance ‘shall provide a free appropriate public education to each qualified handicapped person who is in the recipient’s jurisdiction.’34 C.F.R. § 104.33(a) .
See also Ridgewood Board of Education v. N.E. ex rel. M.E.,
The District contends, however, that the courts have recognized that children eligible for Section 504 services are not entitled to all of the protections afforded children eligible under the IDEA, citing Molly
In fact, to the extent that the District’s relies on Molly L to support the position that Section 504 cases cannot be resolved by reference to the IDEA, that reliance is misplaced. The court in Molly L. granted summary judgment in the District’s favor; however, far from rejecting application of an IDEA analysis in that Section 504 case, the court cited Matulo, and Ridgewood and noted that “[t]he substantive requirements of [Section 504] in the education context are equivalent to the requirements set forth in the [IDEA].... Thus, although IDEA does not apply in this case, the Court’s analysis is informed by IDEA and cases interpreting that statute.” Molly L.,
III. Veschi
The issue presented here, although newly considered in the context of Section 504, has been resolved previously in the context of the IDEA. In Veschi the parents of a child with speech and language disabilities appealed a Department decision holding that the public school district was not obligated to provide speech and language therapy services to the child while he was enrolled at a private, parochial school. Like Parents Doe, the parents in Veschi did not seek tuition reimbursement for their son’s private school education and did not seek to have the therapy provided at the non-public school; rather, they requested provision of services to their son at the school district facility while he still attends his parochial school (dual enrollment). The parents in Veschi argued that they had a constitutionally protected right to decide where their child went to school, see Pierce v. Society of the Sisters of the Holy Names of Jesus and Mary,
This court agreed and held that a private school student can be dually enrolled in order to receive IDEA-related services provided at a district school that would be conducting those services for public school children. The court noted that the IDEA was intended to provide handicapped children both an appropriate education and a free education, and the IDEA should not be interpreted to defeat one or the other of these objectives. Veschi (citing School Committee of Town of Burlington v. Department of Education of Massachusetts,
Here, in ruling in favor of Student Doe, the Hearing Officer relied on Veschi, quoting the following language from that case.
While the parents of a child with disabilities unilaterally enrolled in a private school must bear the financial burden of tuition where the education agency has offered a free, appropriate education at public expense, that fact does not relieve the public education agency, under either federal or state law, from providing ‘special education and related services’ to voluntarily placed private school students. Moreover, such aid, when provided, must be comparable to that received by exceptional children in public schools. The services offered must reflect a genuine opportunity to participate and the public education agency, by limiting the Veschis’ school choice, fails to provide that ‘genuine opportunity.’ When exceptional private school children have a right to ‘comparable’ or ‘equitable’ services, school choice decisions should be made on factors other than the fear of total deprivation of those services. That said, we hold that Vincent may remain at St. Joseph’s while simultaneously receiving special education services from the District.
Id. at 475.
We agree with the Hearing Officer that this analysis, although reached in the context of the IDEA in Veschi, applies with equal force in this Section 504 case. Accordingly, we affirm.
ORDER
AND NOW, this 14th day of June, 2005, the order of the Department of Education, Bureau of Special Education, dated August 17, 2004, is hereby affirmed.
Notes
. Student Doe and his parents were granted permission to intervene as party Respondents by order of January 12, 2005.
. The District’s evaluation determined Student Doe’s disability to be spastic diplegia, difficulties with fine motor skills and visual motor delays. The parties do not dispute the results of the evaluation, Student Doe's need for occupational therapy or the level of services to be provided.
. The parties presented the Hearing Officer with six stipulations of fact and two copies of the Section 504 Service Agreement. No witnesses were called to testify; instead, the parties argued their positions orally and through briefs submitted to the Hearing Officer.
. Our scope of review is limited to determining whether an error of law was committed, whether constitutional rights were violated or whether necessary findings of fact are supported by substantial evidence. Section 704 of the Administrative Agency Law,
. Section 504 does not limit this to "public” programs or activities. Further, in relevant part, "the term 'program or activity’ means all of the operations of ... a local educational agency ... or other school system ... or other private organization ... which is principally engaged in the business of providing education....”
.The purpose of the IDEA is "to ensure that all children with disabilities have available to them a free appropriate public education that emphasizes special education and related services designed to meet their unique needs and prepare them for employment and independent living.”
. Free education “may consist either of the provision of free services or, if a recipient places a handicapped person or refers such person for aid, benefits, or services not operated or provided by the recipient as its means of carrying out the requirements of this sub-part, of payment for the costs of the aid, benefits or services.”
. The District points out that, unlike the federal IDEA regulations, the federal regulations promulgated under Section 504 contain no specific provisions governing the evaluation of private school children and the amount of funds that a district must make available for special education. Cf.
.Dual enrollment is permitted under section 502 of the Public School Code of 1949 (School Code), Act of March 10, 1949, P.L. 30, as amended,
. The District points out that state regulations governing the IDEA provided that “Exceptional students and eligible young children who attend nonpublic schools shall be afforded equal opportunity to participate in special education services and programs and early intervention services and programs.”
According to the District, the Hearing Officer’s contrary interpretation would result in unreasonable and absurd consequences where, although Section 504 governs private schools receiving federal funds, public school districts nevertheless would be required to determine to what extent modifications or services are needed to make another school’s educational program accessible and to make such services or modifications available. The District warns that, depending upon a student's particular disabilities, such a reading of Section 504’s requirements could result in school districts paying to modify private school buildings or provide staff in private schools. While this may be a valid argument in another case, such matters simply are not at issue in the present matter. Indeed, given the requested remedy, all the authorities cited by the District in support of its position are inapplicable. These authorities either deal with a request for reimbursement for educational services provided at non-public schools or with a district being asked to provide services at a non-public school, situations that do not exist here.
. In support of this position, the District also relies on the Department’s Basic Education Circular, administrative guidelines wherein the Department has offered its interpretation of the requirements of Chapter 15. Those guidelines state in pertinent part:
If the protected handicapped student is attending only the nonpublic school, the school district of residence bears no responsibility to provide aids, services or accommodations within the nonpublic school. Chapter 15 is aimed at ensuring equal opportunity to participate in and benefit from the public school district program. If the student is attending only the nonpublic school, a public school district's provisions of a Chapter 15 service, such as catheterization or wheelchair accessibility, would not foster equal opportunity to participate in the public school district's program.
If a nonpublic school student is receiving some educational services from the public school district, however, the school district’s Chapter 15 obligations apply to the extent that equal opportunity must be provided with respect to that portion of the student’s educational program.
See Pennsylvania Department of Education, Basic Education Circular “Services to Nonpublic School Students” 22 Pa.Code Chapter 15 (Issued: July 1, 2001) (emphasis added). We reiterate that Parents Doe do not seek to have the District provide services for Student Doe “within the nonpublic school.” Moreover, as the Hearing Officer correctly noted, these "guidelines" are exactly that; they are not binding law.
. Compare
. In this regard, we note that the state regulations provide that:
[t]he full description of substantive responsibilities of school entities is set forth in Section 504 and the Section 504 regulations at 34 CFR Part 104 (relating to nondiscrimination on the basis of handicap in programs and activities receiving or benefiting from federal financial assistance) and not in this chapter.... It is not the purpose of this chapter to preempt, create, supplant, expand or restrict the rights or liabilities of protected handicapped students or school entities beyond what is contemplated by Section 504, the Section 504 regulations at 34 CFR Part 104 or another law.
. In Molly L, the court discussed the differences between the IDEA and Section 504 in a footnote, noting that, while the two laws have a significant overlap in language and purpose, the IDEA and Section 504 differed in the scope of their coverage. The court explained that students eligible for services under the IDEA (those who need special education because of their disabilities) also are covered by the Section 504 prohibitions against discrimination based on disability, but students covered only by Section 504 (those who are disabled but do not require special education) are not entitled to all the rights and protections enumerated in the IDEA. Therefore, Section 504 would include more students because of the qualifying criteria of the IDEA.
Dissenting Opinion
DISSENTING OPINION BY
I respectfully dissent from the majority’s decision to affirm the order of the Department of Education Hearing Officer, Bureau of Special Education, which directed the Lower Merion School District to provide occupational therapy services to Student Doe pursuant to Section 504 of the Rehabilitation Act of 1973,
The Hearing Officer and the majority rely on Veschi v. Northwestern Lehigh School Dist.
The District offered the Parents the Service Agreement that included accommodations and services involving one 30-minute session per week of direct occupational therapy to be delivered at the Student’s home school in the School District, along with teacher follow-up consultation. The Parents rejected the agreement because they had enrolled the Student in a full-time kindergarten program in an independent private school outside of the School District for 2004-2005. They nonetheless requested the School District to provide the occupational services at the School District, which offers half-day kindergarten. The Parents dually enrolled the Student in the School District so that he could receive the direct occupational therapy, but the School District refused because the child must be enrolled in a public school in the School District to receive Section 504 services.
The majority has recognized that differences exist between Section 504 and the IDEA requirements and, more importantly, that Section 504 does not specifically provide for services to private school students in the same manner in which they are provided under the IDEA. Notwithstanding this recognition, the majority adopts the Hearing Officer’s conclusions based upon his application of the IDEA analysis in Veschi, where this Court addressed whether an IDEA-eligible student attending private school was entitled to special education and related services from the public school district in which the child resided. In holding that the private school student was entitled to services the Court held as follows:
While the parents of a child with disabilities unilaterally enrolled in a private school must bear the financial burden of tuition where the education agency has offered a free, appropriate education at public expense, that fact does not relieve the public education agency, under either federal or state law, from providing ‘special education and related services’ to voluntarily placed private school students. Moreover, such aid, when provided, must be comparable to that received by exceptional children in public schools. The services offered must reflect a genuine opportunity to participate and the public education agency, by limiting the Veschis’ school choice, fails to provide that ‘genuine opportunity.’ When exceptional private school children have a right to ‘comparable’ or ‘equitable’ services, school choice decisions should be made on factors other than the fear of total deprivation of those services. That said, we hold that Vincent may remain at St. Joseph’s while simultaneously receiving special education services from the District. The order of the Special Education Due Process Appeals Review Panel is ... reversed.
Id.,
Section 504 provides in relevant part:
No otherwise qualified individual with a disability in the United States, as defined in section 705(20) of this title, shall, solely by reason of her or his disability, be excluded from the participation in, be denied the benefits of, or be subjected to discrimination under any program or activity receiving Federal financial assistance or under any program or activity*935 conducted by any Executive agency or by the United States Postal Service.
As the School District observed, under J.D. v. Pawlet School District,
The State Board of Education promulgated regulations governing rights of students eligible for services under Section 504 in 22 Pa.Code Chapter 15 and promulgated regulations governing rights of students under the IDEA in 22 Pa.Code Chapter 14. Regulations governing the IDEA provide: “Exceptional students and eligible young children who attend nonpublic schools shall be afforded equal opportunity to participate in special education services and programs and early intervention services and programs.”
As for the majority’s contention that the Parents’ dual enrollment of the Student does not require that he actually attend classes in the School District, I note the provision of Section 502 of the Public School Code of 1949,
If the protected handicapped student is attending only the nonpublic school, the school district of residence bears no responsibility to provide aids, services or accommodations within the nonpublic school. Chapter 15 is aimed at ensuring equal opportunity to participate in and benefit from the public school district program. If the student is attending only the nonpublic school, a public school district’s provisions of a Chapter 15 service, such as catheterization or wheelchair accessibility, would not foster equal opportunity to participate in the public school district’s program.
If a nonpublic school student is receiving some educational services from the public school district, however, the school district’s Chapter 15 obligations apply to the extent that equal opportunity must be provided with respect to that portion of the student’s educational program.
Pennsylvania Department of Education, Basic Education Circular “Services to Nonpublic School Students” 22 Pa.Code Chapter 15 (Issued: July 1, 2001). I agree with the School District that this Court may not ignore the interpretation of the Education Department, which should be afforded some deference by the Court particularly in this case of first impression. I further agree that the Hearing Officer improperly disregarded the Department’s interpretation and that he erroneously relied instead on the holding in Veschi, which is now of dubious value.
Because the Student here was voluntarily enrolled in a private school by his Parents, he does not have the same rights to special education and related services required to be provided under Section 504 to children attending public schools within the School District. Inasmuch as the Hearing Officer relied on Veschi to conclude that the Student was permitted to be dual enrolled in the School District, although not attending any courses or classes there, and to receive Section 504 services, the Hearing Officer has committed an error of law. Accordingly,-1 would reverse the Hearing Officer’s decision and uphold the decision of the School District to deny Section 504 services to the Student because he is now enrolled in a private school.