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California Settles Williams School Funding Case; News in New York, Kansas, Wyoming, Pennsylvania and Connecticut Cases

On August 13, the plaintiffs in Williams v. State of California announced that they had entered into a settlement with the State of California to end California's school funding case. The lawsuit was filed in 1999 on behalf of a class of California students who attended substandard schools. Among the features of the schools were: inadequate, unsafe and unhealthy facilities, a lack of instructional material, a shortage of qualified teachers, a lack of educational resources such as libraries, and overcrowded schools which resulted in a staggered and shortened school year, known as Concept 6.

Mark D. Rosenbaum, Legal Director for the ACLU of Southern California and one of the lead plaintiff lawyers for the case, hailed the settlement as a "watershed moment for public education in California."

Sweetie Williams, the father of the named plaintiff in the case, Eliezer Williams, agreed, stating, "I'm so glad that the governor has stepped forward to make education a top priority and to bring closure to this case." His son, Eliezer, now a high school senior remarked that "Being a part of this case has taught me that people can really make a difference if they have the energy and desire to fight for equality." A spokesperson for Governor Arnold Schwarzenegger was quoted in the Los Angeles Times as stating that "the governor believes that we should spend our time, energy and money fixing what is wrong with our schools and not fighting them."

Not everyone in California is as optimistic as the parties about the settlement, however. The Contra Costa Times reported on August 23 that California School Boards Association Director Scott Plotkin voiced a concern that the settlement may focus too much on monitoring and compliance and not enough on the goal of educating every child. Jack O'Connell, the state superintendent of public instruction, echoed that worry in the Los Angeles Times, where he stated that the settlement "relies heavily on bureaucratic solutions." Other school officials are concerned that the amount of the settlement may be insufficient to repair every school and provide books to all children.

The settlement calls for legislation which will: (1) provide $800 million over the next several years for school repairs; (2) create a School Facilities Needs Assessment program; (3) create standards for instructional materials and facilities, and require the Concept 6 calendar to be eliminated no later than 2012; (4) require a uniform complaint process in every district for complaints on inadequate instructional materials, teacher vacancies and misassignments, and emergency facilities problems; (5) intervene in schools ranked in the bottom 30% under the 2003 Academic Performance Index, if the instructional materials and facilities standards are not met; (6) improve the teacher supply by streamlining requirements for out-of-state credentialed teachers to obtain California credentials; and several other provisions. The settlement also calls for an allocation of about $139 million for instructional materials in 2004-2005.


The settlement has been submitted for approval by the court. In addition to the ACLU, plaintiffs were also represented by Morrison and Foerster, Public Advocates, Inc. and the Mexican American Legal Defense and Education Fund (MALDEF).

New York (CFE v. State)
New York's highest court had set a deadline of July 30, 2004 for the State to bring the state school funding system into constitutional compliance. The deadline passed with no state action. On August 3, the state conceded non-compliance with the Court's order. The trial judge, Justice Leland DeGrasse, then appointed a panel of three special masters, or referees, to hold hearings on the matter and issue recommendations to the court. The referees are two former New York State appellate judges, Hon. William C. Thompson and Hon. Leo E. Milonas, and the former dean of Fordham University Law School, John D. Feerick. CFE has submitted its plan to the referees, and the state has submitted the Governor's plan. The referees have indicated that they are committed to public input and, to that end, they are accepting applications for amicus briefs and will consider allowing certain non-parties to present oral arguments. The referees are to submit their report to Justice DeGrasse by November 30, 2004.

Kansas
Oral argument in the State's appeal to the Kansas Supreme Court in Montoy v. State is scheduled for August 30. The argument will be broadcast live on the internet on the following sites: www.kscourts.org and www.kanedlive.org. The State is appealing a trial court decision declaring Kansas' school funding system unconstitutional. As reported in the Wichita Eagle, eleven organizations have filed amicus curiae briefs, most of whom support the trial court's decision.

Connecticut
Plaintiffs in Sheff v. O'Neill, Connecticut's landmark desegregation case, announced on August 3 that they were returning to court because the State has failed to comply with a 2003 court order--negotiated by the parties--that required the State to take certain steps toward desegregation. The order, which had been agreed upon by the plaintiffs and the State, had followed a 1996 finding by the Connecticut Supreme Court that boundary lines establishing school districts in Hartford were unconstitutional. The order established a timetable for the state to open magnet schools, at a rate of two a year and to reduce the concentration of African-American and Latino students in schools in Hartford and its surrounding area to no more than 68% by 2007.

The plaintiffs' expert published a report indicating that the State has opened enough magnet schools to accommodate fewer than 900 students, when the target for this year was 2400 students. Connecticut's Commissioner of Education, Dr. Betty Sternberg, acknowledged the delay in a New York Times article. She further remarked that the State would probably not be able to reach the court ordered target until 2010 or 2011.

Wyoming
A coalition of education groups has returned to court to challenge the state's system of funding a variety of school programs, from operation to capital construction. This announcement is another step in the school funding lawsuit which began in 1992. On May 10, the Wyoming Supreme Court denied the State's request to deem the state's school construction system constitutional. The court also denied the plaintiffs' request to appoint a special master in the matter, indicating that any remaining questions can be resolved through judicial channels.

Reading, Pa. District Loses NCLB Case
The Commonwealth Court of Pennsylvania rejected an appeal by the Reading School District challenging the designation of 13 of its 19 schools as either "in need of improvement" under NCLB or as in danger of being labeled "in need of improvement." The Pennsylvania Department of Education (PDE) had labeled six schools as failing to make adequate yearly progress (AYP) under NCLB for two years in a row, and an additional seven as being on the warning list for sanctions because they failed to make AYP last year. Reading, Pennsylvania is a diverse school district with many disaggregated subgroups. Under NCLB, each subgroup must make AYP in order for schools and districts to make AYP.

The school district contested the PDE designation, arguing that (1) the State did not provide students with Limited English Proficiency tests in Spanish, as required by NCLB; (2) the size of the disaggregated subgroups, 40 students, was too small and therefore produced unreliable results; and (3) the State imposed an "unfunded mandate" on the impoverished school district, in violation of NCLB, by failing to provide technical assistance. An administrative judge ruled in favor of the Pennsylvania Department of Education. The district then appealed to the Commonwealth Court. In rejecting the appeal, the court noted its limited scope of review, which allowed it only to rule whether or not there was sufficient evidence to support the administrative judge's decision. It is interesting to note that the court did not explicitly decide the question of an "unfunded mandate." It merely noted that the Department of Education was providing technical assistance and was not required to do so all at once.

Texas and South Carolina
The trial in the Texas school funding case, West Orange Grove Consolidated ISD v. Nelson, began on August 9. South Carolina's school funding trial, Abbeville v. State, is expected to conclude soon.

Prepared by Wendy C. Lecker, August 26 2004