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STAYING THE COURSE
Schools Beat Back Demands
For Special-Ed Services
Parents Face Long Odds
Amid Cost Concerns;
Seeking a Home Tutor
By DANIEL GOLDEN
July 24, 2007; Page A1

EAST ISLIP, N.Y. -- Paul McGlone, an iron worker, and his wife,
Tricia, became worried in 2006 that their autistic son knew fewer
letters in kindergarten than he had in preschool.

When the East Islip school district refused their request for at-home
tutoring by an autism specialist, they exercised their right under
federal special-education law to an administrative hearing. There, a
hearing officer ordered East Islip to pay for seven hours a week of
home therapy. The McGlones hired a tutor, and their son "started to
click again," his mother says.

Then the district appealed the decision to Paul F. Kelly, the New
York state review officer for special-education cases. He denied any
reimbursement for home services. "The child's progress was consistent
with his abilities," Mr. Kelly found in February. The family canceled
the tutoring.

The McGlone case is part of a pattern that has many parents and
advocates for the disabled in an uproar. They say administrative
reviews in many parts of the U.S. overwhelmingly back school
districts in disputes over paying for special-education services.
State education departments, which have an interest in keeping down
special-education costs, typically train or hire the hearing
officers. Also, recent U.S. Supreme Court decisions and changes to
federal law have made it harder for parents to win cases.

MORE ON MAINSTREAMING


Read more about the challenges of integrating special-needs students,
at WSJ.com/Mainstreaming
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Although relatively few disputes between parents and school districts
reach the hearing stage, the decisions set ground rules for how much
extra assistance districts must provide disabled students, who
comprise 14% of all public-school students. In recent years, schools
have "mainstreamed" more students with disabilities in regular
classrooms, hoping to benefit the children through interaction with
nondisabled peers while saving money at the same time.

The battles reflect tension over the high cost of special education.
In 1999-2000, the latest year for which figures are available,
national spending on special education reached $50 billion, according
to the Center for Special Education Finance, a nonprofit research
group. In 2005-06, New York City's public school system alone spent
$390 million on private education for disabled students considered
unsuited to public school. Such tuition can cost $50,000 a year or
more per pupil.

Target of Anger

New York's Mr. Kelly is a particular target of special-education
parents' anger. A study by Pamela Steen, a Patchogue, N.Y., lawyer
for parents, found that he granted full or partial relief to
districts in 60 of their 70 appeals, or 86%, in 2006 and 2007. Andrew
Cuddy, an Auburn, N.Y., lawyer who represents parents, says Mr. Kelly
is "being dictated to" by the state education department to save
money.

Last week, about 20 lawyers for parents met to discuss possible legal
action against Mr. Kelly. Advocates for the disabled have complained
about him to Gov. Eliot Spitzer. John Farago, a City University of
New York law professor and a New York hearing officer, says Mr. Kelly
is "rewriting the rule book" to challenge precedents that enabled
parents to put children in private schools at public expense.

A spokesman said Mr. Kelly declined to comment because he serves in a
quasijudicial capacity. Kathy Ahearn, state education department
counsel, said Mr. Kelly decides each case on "its own unique facts"
and the department doesn't influence his rulings.

Under the 1975 federal law now known as the Individuals with
Disabilities Education Act, parents who believe public schools fail
to provide their disabled children with a "free appropriate"
education may seek redress in a hearing before an independent arbiter.

In some states, lawyers or retired school administrators work part-
time as hearing officers. Elsewhere, a full-time official handles
special-education hearings as part of a broader caseload. In New York
and Pennsylvania, initial decisions may be appealed to a second tier
of administrative review. Once they exhaust these reviews, parents
may pursue their case in state or federal court.

CURBED APPEALS


• The Situation: Parents face long odds in disputes with schools
over special-education services.
• The Background: Special-education costs were $50 billion
nationwide in 1999-2000. Sending a child to private school at public
expense can cost more than $50,000 a year.
• What's Next: Parents' lawyers are discussing legal action against
New York's review officer, who often rules in school districts'
favor. His office says his rulings are fair.Administrative review was
conceived as a faster and cheaper way of resolving special-education
wrangles than going directly to court. But school districts soon
considered it a financial nightmare. When they lost, they often had
to pay not only private tuitions but also parents' legal bills.

In 2004, Congress amended the disabilities act to require parents to
attend a mandatory "resolution session" with school officials before
a hearing. It also allowed a district to recover its legal costs from
parents if it wins at hearing and the complaint is deemed frivolous.

Two U.S. Supreme Court decisions also lengthened odds against
parents. In 2005, the court ruled that parents seeking relief must
bear the "burden of persuasion" in hearings. That means when both
sides' evidence is equally compelling, the hearing officer should
rule in the district's favor. Previously, in about 15 states,
precedent or state law placed the burden on districts, says education
professor Perry Zirkel of Lehigh University in Bethlehem, Pa.

At hearings, parents rely on expert witnesses, such as child
psychologists, to offset testimony from teachers and other school
staff. But the Supreme Court ruled last year that, even if parents
win hearings, they can't recoup witnesses' fees -- often $100 an hour
or more -- from districts.

The number of hearings nationwide dropped 31% to 4,170 in 2005-06
from 6,038 the year before. Publicly funded placements in private
schools, which had climbed to 73,149 in 2004 from 52,012 in 1996,
fell to 71,082 in 2005, the latest year tallied by the U.S.
Department of Education.

The Supreme Court's burden-of-persuasion precedent played a role last
year when Carolyn and Charles Johnson of East Islip challenged their
school district, on Long Island's southern side. The district had
determined that the Johnsons' son, Andrew, a lean, restless six-year-
old whom his mother calls "a friendly kid with no friends," didn't
qualify for special education.

Only 9.6% of the district's students were in special education in
December 2005, below a statewide average of 12.3%. The average
special-education student cost East Islip $21,847 in 2004-05,
compared with $9,550 for general students. Guercio & Guercio, a law
firm that represents East Islip, said the district "is fully
committed to providing an appropriate education to all of its
students" and offers services to children with disabilities even if
they aren't in special education.

Six health-care professionals agreed that Andrew, who suffers from a
form of autism called Asperger's Syndrome, needed help with social
skills. His kindergarten teacher testified that he slapped
classmates, leveled their building-block towers, grabbed puzzle
pieces out of their hands, and threw pretzels and Play-Doh across the
room.

The district argued that Asperger's wasn't hampering Andrew
academically, and his misbehavior wasn't unusual for kindergarten.
Hearing officer Harry Kershen, a retired school administrator, came
down on East Islip's side, citing the Supreme Court decision. Andrew
has "certain quirks," but "his behavior wasn't all that off the
wall," Mr. Kershen says.

Mr. Kelly, the New York state reviewer, upheld the ruling, leaving
Andrew in a regular classroom without the aide the Johnsons sought.
Mr. Kelly wrote that the record showed Andrew has "excellent work
habits." The Johnsons appealed to federal district court in Central
Islip, N.Y., in May.


Mr. Johnson, himself a middle-school principal in the Bronx, believes
the district was ignoring his son's social needs. "Kids don't kill
themselves because they can't pass algebra," he recalls telling
district officials. "They kill themselves because they don't have
friends."

New York State Assemblywoman Catherine Nolan says the Supreme Court's
ruling has had a "chilling effect." A bill she filed to return the
burden of persuasion to districts has passed the New York legislature
but hasn't been sent to the governor yet. She believes the court
meant its ruling to apply only to states that don't have their own
laws on the matter.

Many districts are also limiting outside experts' access to
classrooms. In California, a psychologist hired by parents of an
autistic boy requested 90 minutes to observe an elementary-school
program where the Capistrano school district wanted to place the
child. After the district gave the psychologist 20 minutes, the
parents sought a hearing. This past March, a federal court in Los
Angeles reversed a hearing officer's ruling and ordered the district
to reimburse the family for privately funded educational expenses.

In Reading, Mass., experts may observe for only 45 to 60 minutes,
accompanied by school personnel. They must submit a résumé and
references to the district, and hand over copies of notes. "A lot of
these evaluators are hired guns," says former Reading special-
education director Stephen Gannon, who developed its policy.

The federal government doesn't track the outcomes of administrative
hearings. But in most states that keep count, districts usually win.
In New Jersey, districts prevailed in 27 of 28 hearings in 2005-06.
In California, parents only won 11 of 119 hearings in that year.
Districts prevailed in 77 cases, while the rest had mixed outcomes.

One Florida hearing officer was accused of reading during testimony
for the parents. "Like some teenage girl reading a Harlequin romance
novel during homeroom," the officer "attempted to hide the book
behind a report cover," the parents' lawyer in the case wrote in a
motion. The officer denied the allegation but recused herself from
the case. She decided at least 25 special-education cases before
retiring last fall, always in favor of the district.

School-board lawyers say they're winning because special-education
services have improved. "Ten or more years ago, school districts
frequently did not have adequate programs," says Charles Weatherly,
whose Atlanta firm represents districts in several states and has
also trained hearing officers. "Now that they have discovered the
expense of litigation and of funding private placements, they're
putting more money into programming."

Some parents and advocates for the disabled dispute that explanation.
Former Pennsylvania hearing officer Linda Stengle, whose contract was
not renewed last year, contends in a pending federal lawsuit against
the state that its Office for Dispute Resolution "instructed hearing
officers to selectively apply federal and state guidelines so that
they always benefited school districts over parents." The office
denies the allegations.

System Overhauled

After hearing reviewers in Pennsylvania were accused of bias, the
state overhauled its system for choosing them. Until recently,
Pennsylvania had four appeals panels, each with a fixed roster of
three administrative judges, to review initial rulings. In a federal
lawsuit filed in 2005, lawyer Dennis McAndrews accused one of the
four panels of bias, saying it decided 45 of 47 appeals for districts
between August 2003 and August 2005.

Prof. Zirkel, the education professor at Lehigh University, was a
member of that panel. He wrote most of its decisions, including one
limiting the special-education services Mr. McAndrews's client could
demand. Prof. Zirkel says his record over a longer period was less
lopsided.

In May, the U.S. District Court in Philadelphia sided with Mr.
McAndrews, ordering the state to take another look at the case.
Around that time, the state dissolved the four panels. Now, a
computer randomly assigns three judges to each case and picks which
one will write the decision.

In New York, parents prevailed in 54% of issues adjudicated at
hearings in 2005-06, according to state data. But the picture changes
when either side appeals to Mr. Kelly. After a stint at Syracuse
University teaching disability law and helping students represent the
indigent, he became the state review officer in January 2003. While
granting districts most of their appeals in 2006-07, he sided in full
or part with parents filing appeals only 27% of the time, according
to Ms. Steen, the lawyer who has studied his record.

When lawyers working for Mr. Kelly prepared decisions in favor of
parents, he often overruled them, according to two former staff
members.

New York created Mr. Kelly's office in 1990 after a federal court
ruled it was a conflict of interest for the state education
commissioner to judge appeals. The state reimburses districts for
some special-education costs. Although the state education department
employs Mr. Kelly, he is required to act independently of it.

Mr. Cuddy and other parents' attorneys say Mr. Kelly's independence
is compromised by his relationship with Kathleen Surgalla, an
assistant counsel for the state education department. Ms. Surgalla
has trained the part-time officers who conduct the initial hearings
and handled other special-education matters. Mr. Kelly and Ms.
Surgalla live together in an Albany suburb, voter-registration
records show.

Mr. Kelly and Ms. Surgalla declined to comment through a department
spokesman. Ms. Ahearn said department employees have an "obligation
to keep business separate from personal....I feel comfortable and
certain that there's no inappropriate conversation or influence going
on."

After Mr. Kelly denied home-based autism therapy to the McGlones'
son, they considered moving out of East Islip. Then the district's
new special-education director promised them therapy at home this
summer and a one-on-one aide in the school year beginning this fall.
So far, the therapy is going well, says Ms. McGlone. In the first two
weeks, her son has mastered four more letters of the alphabet,
compared with seven in the just-concluded school year, she says.

"He has the ability to learn to read, and that could change his whole
world," she says.
 
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