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Plaintiff Victory in Massachusetts: Court Addresses Cost Studies, Preschool and Accountability

Based on the evidence presented at a six-month trial, Massachusetts Superior Court Judge Margot Botsford ruled, on April 26, 2004, that Massachusetts is not meeting its constitutional obligation to provide children in poor school districts with an education that equips them for citizenship and post-high school training. Michael D. Weisman, lead attorney for plaintiffs and the Council for Fair School Finance, which mounted the litigation effort, declared the court's decision a "spectacular victory for the nearly one million children who attend public schools in Massachusetts."

In her decision, the judge acknowledges Massachusetts' dramatic progress in school funding equity and student achievement since enactment of the Education Reform Act in 1993. Unfortunately, the judge notes, schools educating low-income students continue to experience funding inadequacies, and recent cuts in state support have further reduced their ability to provide educational opportunity.

Background

This school funding "adequacy" case, Hancock v. Driscoll, was remanded to the Superior Court for trial by a justice of the Massachusetts Supreme Judicial Court (SJC), which will now receive the findings and recommendations of the Superior Court and consider briefs and oral argument by the parties before issuing its final decision and remedy order (if any) to the Commonwealth.

The Remedy

Noting that over the past 20 years courts in many states have struggled with the question of remedy in these cases, Judge Botsford recommends that the SJC model its remedy order on the remedy order of the New York Court of Appeals in its 2003 CFE v. State decision and direct the Commonwealth to:

(1) Ascertain the actual cost of providing the level of education . . . that permits all children in the districts' public schools the opportunity to acquire the capabilities outlined in . . . the Massachusetts curriculum frameworks;

(2) Determine the costs of an effective accountability system, described as "measures that will provide meaningful improvement in the capacity of these local districts" to effectively implement necessary educational programs; and

(3) Implement the funding and other changes that result from the determinations made in (1) and (2).

Court Advances Nationwide Dialogue on Accountability, Cost Studies, and Standards-based Reform

In a 358-page decision, the court provides insightful interpretation of accountability and keen analysis of cost studies, along with discussion of the need to implement the full array of academic standards rather than a narrower curriculum focused on math and English only. With potential for nationwide impact, the court elucidates a broad understanding of "accountability" that includes building the capacity of local, community schools to effectively implement educational programs and calls for a decided step up in the quality of cost studies.

Cost Studies

The Hancock court critiques three cost studies performed by nationally recognized school finance experts that were presented at trial. None of the studies–one using the successful school districts methodology and two using "professional judgment"–fared well under the criticism of opposing witnesses and the scrutiny of the court. This decision raises the bar on judicial analysis of future cost studies, which will need to avoid the shortcomings discussed by the court.

Standards-based Reform

Pre-trial legal proceedings in Hancock led to the determination that the court would rely on the state's own academic standards to judge the constitutionality of the education being provided to the plaintiff students. While this continues a trend toward use of state standards in school funding cases, the Hancock court drew attention to the need to support education in all the academic areas covered by the standards–including the arts, health, and languages–not just those most tested, such as math and English.

Accountability

The Hancock court's understanding of accountability as the measures necessary to improve "educational leadership capacities" moves well beyond the limited test-and-report approach of many so-called accountability systems. The court found that the Massachusetts system for evaluating and building where needed school and district "capacity" to deliver educational opportunity is impeded by the state education department's own lack of "capacity," such as insufficient staff.

Preschool "Only Realistic Chance" for At-risk Children

The court found that "years of research and national studies show, without dispute" that high quality preschool programs offer the best and "only realistic chance" for three- and four-year-old at-risk children to achieve success in school. Although the trial evidence revealed good preschool programs in the districts, the court said, it also showed that none of the districts has the resources to reach all of the children who need to attend.

Other

The court also emphasized the importance of quality teaching, professional development for all teachers of students with disabilities, and adequate facilities.

For brief summaries of day-to-day testimony at the Hancock trial, see the Council for Fair School Finance.

 

Prepared by Molly A. Hunter, April 28, 2004