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NATIONAL FORUM OF SPECIAL EDUCATION JOURNAL
VOLUME 21, NUMBER 1, 2010
1
Special Education Services
Fred C. Lunenburg
Sam Houston State University
___________________________________________________________
ABSTRACT
In this article, I discuss the most recent and major statutory provisions of the
Individuals with Disabilities Education Act (IDEA), including: free appropriate
public education, individualized education programs, attention deficit hyperactivity
disorder, least-restrictive environment, placement in private schools, related
services, due process protections, discipline, compensatory education, attorney’s fees
and liability for reimbursement to parents, and the IDEA and Aids.
___________________________________________________________
Introduction
Increased school enrollments over the last 50 years have resulted in an increased
diversity of the school population. Whereas exceptional children with learning
disabilities, social and emotional maladjustments, and physical disabilities formerly
dropped out of school at an early age, they now remain in school until the compulsory
age or beyond.
The issue of the exceptional child is not new. Special education services, to
accommodate these children, have rapidly expanded its part in education since World
War II (Norwich, 2011). Among the forces responsible for this recent expansion are
advances in the fields of psychology, sociology, and rehabilitation; growth of the
humanitarian movement; new knowledge of medical diagnosis and treatment; educational
methodologies for the exceptional child; and new federal and state laws (Friend, 2011;
Haines, 2011; Obiakor, 2011; Webber, 2011).
Exceptional children are unlikely to achieve their full human potential without a
special education program designed to capitalize on their abilities or help them overcome
their disabilities. Special education is specially designed instruction intended to meet the
unique needs of students with disabilities. Special teaching procedures, materials,
equipment, and facilities may be required (Kaufman & Wandberg, 2010). To this end,
Congress passed four landmark pieces of legislation: Section 504 of the Rehabilitation
Act of 1973, the Education for All Handicapped Act of 1975 (EAHCA), the Americans
with Disabilities Act of 1990 (ADA), and the Individuals with Disabilities Education Act
(IDEA). Of these four laws, the EAHCA and later IDEA have had the most significant
impact on public schools.
NATIONAL FORUM OF SPECIAL EDUCATION JOURNAL
2____________________________________________________________________________________
Education for All Handicapped Children Act (EAHCA)
The original Education for All Handicapped Children Act (EAHCA), signed on
November 29, 1975, by President Gerald R. Ford, was amended in 1978, 1983, and 1986.
The EAHCA (Public Law 94-142) ensured the right of all children with disabilities to a
public school education.
The need for this law was expressed by Congress:
1. There are more than eight million handicapped children in the United States today.
2. The special educational needs of such children are not being met.
3. More than half of the handicapped children in the United States do not receive
appropriate educational services which would enable them to have full equality of
opportunity.
4. One million of the handicapped children in the United States are excluded entirely
from the public school system and will not go through the educational process
with their peers.
5. There are many handicapped children throughout the United States participating in
regular school programs whose handicaps prevent them from having a successful
educational experience because their handicaps are undetected. [Education for All
Handicapped Children Act, 20 U.S.C.A. § 1400(b)]
To ensure children with disabilities basic educational rights, Public Law 94-142
incorporated six tenets : (1) a free appropriate public education, (2) an individualized
education program, (3) special education services, (4) related services, (5) due process
procedures, and (6) the least restrictive environment in which to learn (Education for All
Handicapped Children Act, 20 U.S.C.A. § 1401).
Individuals with Disabilities Education Act (IDEA)
In 1990, the statute was renamed the Individuals with Disabilities Education Act
(IDEA) (20 U.S.C. §§ 1400-1485). Congress reauthorized and amended the IDEA in
1997 and 2004. The purposes of the IDEA are: (1) to assure that all children with
disabilities are provided with a “free appropriate public education” that includes special
education and related services tailored to their special needs, (2) to prepare them for
employment and independent living, (3) to assure that the rights of children with
disabilities are protected, and (4) to assist states in providing appropriate special
education and related services (20 U.S.C. § 1401).
The amendments to IDEA in 2004 rendered another name change, with the
optional addition of “Improvement” added making it IDEIA, which was signed into law
by President George W. Bush on December 3, 2004 (Public Law 108-446, 118 Stat.
2647, 20 U.S.C.A. § 1400-1482). Overall, the new statute refines the 1997 version, but
leaves the body of law in place. The new law coordinates more closely with No Child
Left Behind (NCLB).
FRED C. LUNENBURG
____________________________________________________________________________________3
In coordinating the IDEIA with NCLB, the new act seeks to encompass and
define the requirement for a “highly qualified teacher.” The basic requirement under the
new Act is that a highly qualified public elementary and secondary special education
teacher must hold a full state certification or has passed a special education licensing
exam, holds a license, has at least a bachelor’s degree, and has not had any licensure
requirements waived [20 U.S.C.A. § 7801(11)]. (See Table 1.)
Table 1
Summary of Requirements to be a Highly Qualified Special Education Teacher
Category of Special Education Teachers Requirements Under P.L. 108-446 (IDEA)
All special education teachers General Requirements
• Hold at least a bachelor’s degree
• Must obtain full state special education
certification or equivalent license
• Cannot hold an emergency or temporary
certificate
New or veteran elementary school teachers
teaching one or more core academic subjects only
to children with disabilities held to alternative
academic standards (most severely cognitively
disabled)
In addition to General Requirements above, may
demonstrate academic subject competence
through “a high objective uniform State standard
of evaluation” (HOUSSE) process
New or veteran middle or high school teachers
teaching one or more core academic subjects only
to children with disabilities held to alternative
academic standards (most severely cognitively
disabled)
In addition to the General Requirements above,
may demonstrate “subject matter knowledge
appropriate to the level of instruction being
provided, as determined by the State, needed to
effectively teach those standards”
New teachers of two or more academic subjects
who are highly qualified in either mathematics,
language arts, or science
In addition to the General Requirements above,
has two-year window in which to become highly
qualifies in the other core academic subjects and
may do this through the HOUSSE process
Veteran teachers who teach two or more academic
subjects only to children with disabilities
In addition to the General Requirements above,
may demonstrate academic subject competence
through the HOUSSE process (including a single
evaluation for all core academic subjects)
Consultative teachers and other special education
teacher who so not teach core academic subjects
Must only meet the General Requirement above
Other special education teachers teaching core
academic subjects
In addition to the General Requirements above,
meet relevant NCLB requirements for new
elementary school teachers, new middle/ high
school teachers, or veteran teachers
NATIONAL FORUM OF SPECIAL EDUCATION JOURNAL
4____________________________________________________________________________________
A second essential aspect of alignment with NCLB is a requirement for
accountability and assessment. Under the new law, special education students must be
tested to determine adequate yearly (AYP), as are general education students. Provision is
made for alternate assessments, which would address the child’s disability. Regulations
would permit proficiency to be determined through alternate assessment methods
allowing greater flexibility in documenting progress toward grade-level achievement.
Interpretation of IDEA
The IDEA legislation can be grouped into the following major statutory
provisions (Alexander & Alexander, 2009; Imber & Van Geel, 2010):
• Free appropriate public education
• Individualized education programs
• Attention deficit hyperactivity disorder
• Least-restrictive environment
• Placement in private schools
• Related services
• Due process protections
• Discipline
• Compensatory education
• Attorney’s fees and liability for reimbursement to parents
• IDEA and AIDS
Each one will be discussed briefly in turn.
Free Appropriate Public Education
To qualify for federal funds under IDEA, each state must adopt a policy “that
assures all handicapped children the right to a free appropriate public education (FAPE).”
IDEA defines a FAPE as special education and related services that (a) have been
provided at public expense, under public supervision and without charge, (b) meet the
standards of the state education agency, (c) include an appropriate preschool, elementary,
or secondary education in the state involved, and (d) are provided in conformity with the
individualized education (IEP) required under Section 1414 (a) (5) of this title [20 U.S.C.
§ 1401 (18)]. A free appropriate public education must be specifically designed to meet
the unique needs of the child.
Individualized Education Programs
The individualized education program (IEP) is the centerpiece of the statute’s
education delivery system for disabled children:
FRED C. LUNENBURG
____________________________________________________________________________________5
The term “individualized education program” means a written statement for each
child with a disability developed in any meeting by a representative of the local
educational agency or an intermediate educational unit who shall be qualified to
provide, or supervise the provision of, specially designed instruction to meet the
unique needs of children with disabilities … (20 U.S.C.A. § 1400)
The requirements for the child’s IEP statement include the following:
1. The child’s present level of performance must be stated, requiring the school
district to specifically indicate “how the child’s disability affects the child’s
involvement and progress in the general curriculum.”
2. The annual goals must be “measurable,” and the child must “progress in the
general curriculum.”
3. Program modifications must be provided that will enable the child to “advance
appropriately” toward attaining annual goals.
4. Provision must be made for the child to participate in state or school district
student achievement assessments.
5. Evaluation procedures must relate to IEP objectives and measure the child’s
progress toward annual goals.
6. Parents must receive periodic report cards indicating the child’s progress and the
extent to which the progress is sufficient to achieve annual goals. [20 U.S.C. §
1414(d) (1) (A)]
Attention Deficit Hyperactivity Disorder
A disability not specifically listed under the IDEA is Attention Deficit
Hyperactivity Disorder (ADHD). It is most commonly defined by the criteria of
inattention, hyperactivity, and marked impulsiveness (Graham, 2011). Focus cannot be
kept on any one topic long enough for a detailed assessment.
Although not specified, ADHD children may be covered under
the IDEA, Section 504 of the Rehabilitation Act of 1973, and the Americans with
Disabilities Act of 1990 (ADA). An ADHD child may be eligible for IDEA services
under one of three categories: (1) other health impaired, (2) specific learning disability,
and (3) seriously emotionally disturbed [C.F.R. § 300.7(a) (1)].
Least-Restrictive Environment
The IDEA advances the general philosophy that children with disabilities should
be educated with typically developing children in the normal educational setting
whenever possible. What precisely the “least-restrictive environment” requirement means
operationally has been fertile ground for speculation. Terms commonly used to define
least-restrictive environment are “inclusion,” “full inclusion,” and “integrated services.”
Neither of these terms is found in Public Law 94-142 (EAHCA, 1975), Public
Law 101-476 (IDEA, 1990), or their implementing regulations. The inclusion movement
came out of the U.S. Department of Education in the early 1980’s under the “regular
NATIONAL FORUM OF SPECIAL EDUCATION JOURNAL
6____________________________________________________________________________________
education initiative.” Other terms include “least-restrictive environment” and
“mainstreaming.” Integrating children with disabilities in regular classrooms is
commonly known as “mainstreaming” or “inclusion” (Gore, 2010; Karten, 2010).
Placement in Private Schools
The IDEA 2004 amendments stipulate congressional intent to fund special
education programs in private schools. The public school district must provide services
for children with disabilities who are currently attending private schools and allocate a
pro-rata share of federal money for such services [20 U.S.C.A. § 1412 (a)(10)(i)(I)]. The
state must ensure the following:
That, to the extent consistent with the number and location of children with
disabilities in the state who are enrolled in private elementary and secondary
schools, provision is made for participation of such children in the program
assisted or carried out under this subchapter by providing for such children special
education and related services. [20 U.S.C. § 1413(a)(4)]
These services are provided and paid for from federal funds whether or not the
actual educational process takes place in private, religious, or public school facilities. The
constitutional justification for public funding of special education services is found in
Zobrest v. Catalina Foothills School District, 509 U.S. 1, 113 (1993), in which case the
U.S. Supreme Court held that providing public funding for a sign-language interpreter for
a student attending a Catholic high school did not violate the Establishment Clause of the
First Amendment.
Related Services
Under Public Law 94-142, related services that enable special-needs children to
benefit from special education must be made available without cost to the parents. The
IDEA defines “related services”:
The term “related services: means transportation, and such developmental,
corrective, and other supportive services (including speech-language pathology
and audiology services, psychological services, physical and occupational
therapy, recreation, including therapeutic recreation, social work services,
counseling services, including rehabilitation counseling, orientation and mobility
services, and medical services, except that such medical services shall be for
diagnostic and evaluation purpose only) as may be required to assist a child with a
disability to benefit from special education, and includes the early identification
and assessment of disabling conditions in children. [20 U.S.C. § 1401(17)]
This list of related services is illustrative not exhaustive.
FRED C. LUNENBURG
____________________________________________________________________________________7
Due Process Protections
The IDEA provides significant due process protections. The procedural
safeguards in IDEA include the following:
(1) an opportunity for the parents of a child with a disability to examine all
records relating to such child and to participate in meetings with respect to the
identification, evaluation, and educational placement of the child, and the
provision of a free appropriate public education to such child, and to obtain an
independent educational evaluation of the child;
(2) procedures to protect the rights of the child whenever the parents of the child
are not known . . . ;
(3) written prior notice to the parents of the child whenever such agency—
A. proposes to initiate or change; or
B. refuses to initiate or change; the identification, evaluation, or educational
placement of the child . . . or the provision of a free appropriate public
education to the child.
(4) procedures designed to ensure that the notice required . . . is in the native
language of the parents, unless it clearly is not feasible to do so;
(5) an opportunity for mediation . . . ;
(6) an opportunity to present complaints with respect to any matter relating to the
identification, evaluation, or educational placement of the child, or the provision
of a free appropriate public education to such child (20 U.S.C. § 1415).The
written prior notice referred to in Section 1415 of the IDEA must include:
A. a description of the action proposed or refused by the agency;
B. an explanation of why the agency proposes or refused to take the action;
C. a description of any other options that the agency considered and the
reasons why those options were rejected;
D. a description of each evaluation procedure, test, record, or report the
agency used as a basis for the proposed or refused action;
E. a description of any other factors that are relevant to the agency’s proposal
or refusal;
F. a statement that the parents of a child with a disability have protection
under the procedural safeguards of this part and, if this is not an initial
referral for evaluation, the means by which a copy of a description of the
procedural safeguards can be obtained; and
G. sources for parents to contact to obtain assistance in understanding the
provisions of the part. (20 U.S.C. § 1415)
A document describing these procedural safeguards must be given to parents on
initial referral, on notification of an IEP meeting, and on registration of any complaint by
a parent. The IDEA requires that this document must contain a full explanation of the
rights of students with disabilities related to:
NATIONAL FORUM OF SPECIAL EDUCATION JOURNAL
8____________________________________________________________________________________
(A) independent educational evaluation;
(B) prior written notice;
(C) parental consent;
(D) access to educational records;
(E) opportunity to present complaints;
(F) the child’s placement during the pendency of due process proceedings;
(G) procedures for students who are subject to placement in an interim alternative
educational setting;
(H) requirements for unilateral placement by parents of children in private schools
at public expense;
(I) mediation;
(J) due process hearings, including requirements for disclosure of consultation
results and recommendations;
(K) State-level appeals (if applicable in that State);
(L) civil actions; and
(M) attorneys’ fees. (20 U.S.C. § 1415)
One of the most significant procedural due process protections in the reauthorized
IDEA is the right to an impartial due process hearing. Under the IDEA, any party to a
hearing shall be given:
1. the right to be accompanied and advised by counsel and by individuals with
special knowledge or training with respect to the problem of children with
disabilities;
2. the right to present evidence and confront, cross-examine, and compel the
attendance of witnesses;
3. the right to a written, or, at the option of the parents, electronic verbatim
record of such hearing; and
4. the right to written, or, at the option of the parents, electronic findings of fact
and decisions. (20 U.S.C. § 1415)
Discipline
All students are guaranteed due process of law, including notice and hearing prior
to significant infringements of their property rights and liberty interests. However, special
concerns exist in disciplining children with disabilities. When school officials seek to
suspend or expel children with disabilities, the IDEA imposes significant legal
protections for these children, including a “stay-put” provision to protect them from
being removed from their current placements. The United States Supreme Court
addressed the issue of removing children with disabilities for disciplinary reasons and the
effect of the “stay-put provision in Honig v. Doe, 484 U.S. 305 (1988).
The Court held that the language of the stay-put provision states that during the
pendency of any proceedings initiated under IDEA, unless the state or local educational
agency and the parents or guardian of a disabled child agree, “the child shall remain in
the then current educational placement.” The Court did recognize a “dangerousness”
exception to the stay-out provision by stating “while the child’s placement may not be
FRED C. LUNENBURG
____________________________________________________________________________________9
changed during any complaint proceeding, this does not preclude the agency from using
its normal procedures for dealing with children who are endangering themselves and
others,” … including the use of study carrels, timeouts, detention, or restriction of
privileges. More drastic measures may be taken, where a student poses an immediate
threat to the safety of others. In such situations, school officials may temporarily suspend
the disabled student for up to 10 schooldays.
With recent concerns over school violence and drug use, the revised IDEA
provides school principals with additional authority to change the placement of special
education students who carry weapons; sell or use drugs, or are a danger to themselves or
others. The IDEA amendments state:
School personnel under this section may order a change in the placement of a
child with a disability—
(i) to an appropriate educational setting, another setting, or suspension, for not
more than 10 school days (to the extent such alternatives would be applied to
children without disabilities); and
(ii) to an appropriate interim alternative educational setting for the same amount
of time that a child without a disability would e subject to discipline, but for not
more than 45 days—
(iii) the child carries a weapon to school or to a school function . . .
(iv) the child knowingly possesses or uses illegal drugs or sells or solicits the sale
of a controlled substance while at school or a school function. [20 U.S.C. §
1415(k)]
If students with disabilities present a serious danger to themselves and others,
school authorities may request a disciplinary transfer of the student to an alternative
setting. The reauthorized IDEA provides that:
A hearing officer . . .may order a change in the placement of a child with a
disability to an appropriate interim alternative educational setting for not more
that 45 days if the hearing officer—
(a) determines that the public agency has demonstrated by substantial evidence
that maintaining the current placement of such child is substantially likely to
result in injury to the child or to others;
(b) considers the appropriateness of the child’s current placement;
(c) considers whether the public agency has made reasonable efforts to minimize
the risk of harm in the child’s current placement, including the use of
supplementary aids and services; and
(d) determines that the interim alternative education setting meets (other
requirements of the IDEA). [20 U.S.C. § 1415(k)]
School officials, however, must establish by “substantial” evidence that maintaining the
current placement of the student will likely result in injury.
NATIONAL FORUM OF SPECIAL EDUCATION JOURNAL
10____________________________________________________________________________________
Compensatory Education
A free appropriate public education under the IDEA extends to age 21 and beyond
if a student with a disability has suffered from earlier deprivation of a free appropriate
public education.
Attorney’s Fees and Liability for Reimbursements to Parents
Attorney’s fees were permitted by a 1986 amendment to the Education for All
Handicapped Children Act of 1975. This amendment was considered necessary because
Congress observed that the burden of heavy attorney’s fees could conceivably make
parents reluctant to raise valid complaints challenging school district actions.
Furthermore, the Supreme Court in Florence County School District v. Carter, 510 U.S. 7
(1993)affirmed that local school districts may be liable for reimbursement to parents for
tuition associated with alternative placement in private schools.
IDEA and AIDS
Are children with AIDS covered by the IDEA? The IDEA defines “handicapped
children” as
mentally retarded, hard of hearing, deaf, speech or language impaired, visually
handicapped, seriously emotionally disturbed, orthopedically impaired, or other
health impaired children, or children with specific learning disabilities who by
reason thereof require special education and related services. [20 U.S.C.A. §
1401(a) (1)]
In the case of Aids students, the category that would most closely fit is “other
health impaired children.” This phrase is defined as
[l]imited strength, vitality or alertness due to chronic or acute health problems
such as heart condition, tuberculosis, rheumatic fever, nephritis, asthma, sickle-
cell anemia, hemophilia, epilepsy. Lead poisoning, leukemia, or diabetes, which
adversely affects a child’s educational performance. [34 C.F.R. § 300.5(b) (7)]
AIDS is not listed as an example of an acute or chronic health problem by the
IDEA. In October 1984, the Department of Education addressed the applicability of the
IDEA to AIDS victims. The Department stated that an AIDS child is not considered to be
“handicapped” as defined in IDEA unless the child needs special education. The policy
states:
Children with Aids could be eligible for special education programs under the
category of “other health-impaired,” if they have chronic or acute health problems
which adversely affect their educational performance (Doe v. Bellville Public
School District No. 118, 672 F. Supp. at 344-345). (S.D. Ill. 1987)
FRED C. LUNENBURG
____________________________________________________________________________________11
Conclusion
Special teaching practices, materials, equipment, and facilities may be required
for children with disabilities to achieve their full potential. To that end, Congress passed
four landmark pieces of legislation: Section 504 of the Rehabilitation Act of 1973, the
Education for All Handicapped Children Act of 1975 (EAHCA), the Americans with
Disabilities Act of 1990 (ADA), and the Individuals with Disabilities Education Act
(IDEA). Of these four laws, the EAHCA and later the IDEA have had the most
significant impact on public schools. Congress reauthorized IDEA in 1997 and 2004,
adding new amendments and extending federal funding for special education services.
References
Alexander, K, & Alexander, M. D. (2009). American public school law (7th
ed.).
Belmont, CA: Wadsworth/Cengage Learning.
Doe v. Belleville Public School District No. 118, 672 F. Supp. at 344-345 (S.D. Ill. 1987).
Florence County School District v. Carter, 510 U.S. 7 (1993).
Friend, M. (2011). Special education: Contemporary perspectives for school
professionals. Upper Saddle River, NJ: Prentice Hall.
Gore, M. C. (2010). Inclusion strategies for secondary classrooms: Keys for struggling
learners. Thousand Oaks, CA: Corwin Press.
Graham, L. (2011). Deconstructing ADHD: Critical guidance for teachers and teacher
educators. New York, NY: Peter Lang.
Haines, S. (2011). Education, disability, and social policy. Cambridge, MA: Policy Press.
Honig v. Doe, 484 U.S. 305 (1988).
Imber, M., & Van Geel, T. (2010). Education law (4th
ed.). New York, NY: Routledge.
Karten, T. J. (2010). Inclusion strategies that work: Research-based methods for the
classroom. Thousand Oaks, CA: Corwin Press.
Kaufman, R., & Wandberg, R. (2010). Powerful practices for high-performing special
educators. Thousand Oaks, CA: Corwin Press.
Norwich, B. (2011). Special education needs: A new look. London, England: Continuum
International Publishing Group.
Obiakor, F. E. (2011). Current issues and trends in special education: Research,
technology, and teacher preparation. Bingley, UK.
Webber, M. (2011). Reflective practices in mental health: Advancing psychosocial
practice with children and adults. London, UK.
Zobrest v. Catalina Foothills School District, 509 U.S. 1, 113 (1993).

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Dr. Fred C. Lunenburg [1]. special education services nfsej v21 n1 2010

  • 1. NATIONAL FORUM OF SPECIAL EDUCATION JOURNAL VOLUME 21, NUMBER 1, 2010 1 Special Education Services Fred C. Lunenburg Sam Houston State University ___________________________________________________________ ABSTRACT In this article, I discuss the most recent and major statutory provisions of the Individuals with Disabilities Education Act (IDEA), including: free appropriate public education, individualized education programs, attention deficit hyperactivity disorder, least-restrictive environment, placement in private schools, related services, due process protections, discipline, compensatory education, attorney’s fees and liability for reimbursement to parents, and the IDEA and Aids. ___________________________________________________________ Introduction Increased school enrollments over the last 50 years have resulted in an increased diversity of the school population. Whereas exceptional children with learning disabilities, social and emotional maladjustments, and physical disabilities formerly dropped out of school at an early age, they now remain in school until the compulsory age or beyond. The issue of the exceptional child is not new. Special education services, to accommodate these children, have rapidly expanded its part in education since World War II (Norwich, 2011). Among the forces responsible for this recent expansion are advances in the fields of psychology, sociology, and rehabilitation; growth of the humanitarian movement; new knowledge of medical diagnosis and treatment; educational methodologies for the exceptional child; and new federal and state laws (Friend, 2011; Haines, 2011; Obiakor, 2011; Webber, 2011). Exceptional children are unlikely to achieve their full human potential without a special education program designed to capitalize on their abilities or help them overcome their disabilities. Special education is specially designed instruction intended to meet the unique needs of students with disabilities. Special teaching procedures, materials, equipment, and facilities may be required (Kaufman & Wandberg, 2010). To this end, Congress passed four landmark pieces of legislation: Section 504 of the Rehabilitation Act of 1973, the Education for All Handicapped Act of 1975 (EAHCA), the Americans with Disabilities Act of 1990 (ADA), and the Individuals with Disabilities Education Act (IDEA). Of these four laws, the EAHCA and later IDEA have had the most significant impact on public schools.
  • 2. NATIONAL FORUM OF SPECIAL EDUCATION JOURNAL 2____________________________________________________________________________________ Education for All Handicapped Children Act (EAHCA) The original Education for All Handicapped Children Act (EAHCA), signed on November 29, 1975, by President Gerald R. Ford, was amended in 1978, 1983, and 1986. The EAHCA (Public Law 94-142) ensured the right of all children with disabilities to a public school education. The need for this law was expressed by Congress: 1. There are more than eight million handicapped children in the United States today. 2. The special educational needs of such children are not being met. 3. More than half of the handicapped children in the United States do not receive appropriate educational services which would enable them to have full equality of opportunity. 4. One million of the handicapped children in the United States are excluded entirely from the public school system and will not go through the educational process with their peers. 5. There are many handicapped children throughout the United States participating in regular school programs whose handicaps prevent them from having a successful educational experience because their handicaps are undetected. [Education for All Handicapped Children Act, 20 U.S.C.A. § 1400(b)] To ensure children with disabilities basic educational rights, Public Law 94-142 incorporated six tenets : (1) a free appropriate public education, (2) an individualized education program, (3) special education services, (4) related services, (5) due process procedures, and (6) the least restrictive environment in which to learn (Education for All Handicapped Children Act, 20 U.S.C.A. § 1401). Individuals with Disabilities Education Act (IDEA) In 1990, the statute was renamed the Individuals with Disabilities Education Act (IDEA) (20 U.S.C. §§ 1400-1485). Congress reauthorized and amended the IDEA in 1997 and 2004. The purposes of the IDEA are: (1) to assure that all children with disabilities are provided with a “free appropriate public education” that includes special education and related services tailored to their special needs, (2) to prepare them for employment and independent living, (3) to assure that the rights of children with disabilities are protected, and (4) to assist states in providing appropriate special education and related services (20 U.S.C. § 1401). The amendments to IDEA in 2004 rendered another name change, with the optional addition of “Improvement” added making it IDEIA, which was signed into law by President George W. Bush on December 3, 2004 (Public Law 108-446, 118 Stat. 2647, 20 U.S.C.A. § 1400-1482). Overall, the new statute refines the 1997 version, but leaves the body of law in place. The new law coordinates more closely with No Child Left Behind (NCLB).
  • 3. FRED C. LUNENBURG ____________________________________________________________________________________3 In coordinating the IDEIA with NCLB, the new act seeks to encompass and define the requirement for a “highly qualified teacher.” The basic requirement under the new Act is that a highly qualified public elementary and secondary special education teacher must hold a full state certification or has passed a special education licensing exam, holds a license, has at least a bachelor’s degree, and has not had any licensure requirements waived [20 U.S.C.A. § 7801(11)]. (See Table 1.) Table 1 Summary of Requirements to be a Highly Qualified Special Education Teacher Category of Special Education Teachers Requirements Under P.L. 108-446 (IDEA) All special education teachers General Requirements • Hold at least a bachelor’s degree • Must obtain full state special education certification or equivalent license • Cannot hold an emergency or temporary certificate New or veteran elementary school teachers teaching one or more core academic subjects only to children with disabilities held to alternative academic standards (most severely cognitively disabled) In addition to General Requirements above, may demonstrate academic subject competence through “a high objective uniform State standard of evaluation” (HOUSSE) process New or veteran middle or high school teachers teaching one or more core academic subjects only to children with disabilities held to alternative academic standards (most severely cognitively disabled) In addition to the General Requirements above, may demonstrate “subject matter knowledge appropriate to the level of instruction being provided, as determined by the State, needed to effectively teach those standards” New teachers of two or more academic subjects who are highly qualified in either mathematics, language arts, or science In addition to the General Requirements above, has two-year window in which to become highly qualifies in the other core academic subjects and may do this through the HOUSSE process Veteran teachers who teach two or more academic subjects only to children with disabilities In addition to the General Requirements above, may demonstrate academic subject competence through the HOUSSE process (including a single evaluation for all core academic subjects) Consultative teachers and other special education teacher who so not teach core academic subjects Must only meet the General Requirement above Other special education teachers teaching core academic subjects In addition to the General Requirements above, meet relevant NCLB requirements for new elementary school teachers, new middle/ high school teachers, or veteran teachers
  • 4. NATIONAL FORUM OF SPECIAL EDUCATION JOURNAL 4____________________________________________________________________________________ A second essential aspect of alignment with NCLB is a requirement for accountability and assessment. Under the new law, special education students must be tested to determine adequate yearly (AYP), as are general education students. Provision is made for alternate assessments, which would address the child’s disability. Regulations would permit proficiency to be determined through alternate assessment methods allowing greater flexibility in documenting progress toward grade-level achievement. Interpretation of IDEA The IDEA legislation can be grouped into the following major statutory provisions (Alexander & Alexander, 2009; Imber & Van Geel, 2010): • Free appropriate public education • Individualized education programs • Attention deficit hyperactivity disorder • Least-restrictive environment • Placement in private schools • Related services • Due process protections • Discipline • Compensatory education • Attorney’s fees and liability for reimbursement to parents • IDEA and AIDS Each one will be discussed briefly in turn. Free Appropriate Public Education To qualify for federal funds under IDEA, each state must adopt a policy “that assures all handicapped children the right to a free appropriate public education (FAPE).” IDEA defines a FAPE as special education and related services that (a) have been provided at public expense, under public supervision and without charge, (b) meet the standards of the state education agency, (c) include an appropriate preschool, elementary, or secondary education in the state involved, and (d) are provided in conformity with the individualized education (IEP) required under Section 1414 (a) (5) of this title [20 U.S.C. § 1401 (18)]. A free appropriate public education must be specifically designed to meet the unique needs of the child. Individualized Education Programs The individualized education program (IEP) is the centerpiece of the statute’s education delivery system for disabled children:
  • 5. FRED C. LUNENBURG ____________________________________________________________________________________5 The term “individualized education program” means a written statement for each child with a disability developed in any meeting by a representative of the local educational agency or an intermediate educational unit who shall be qualified to provide, or supervise the provision of, specially designed instruction to meet the unique needs of children with disabilities … (20 U.S.C.A. § 1400) The requirements for the child’s IEP statement include the following: 1. The child’s present level of performance must be stated, requiring the school district to specifically indicate “how the child’s disability affects the child’s involvement and progress in the general curriculum.” 2. The annual goals must be “measurable,” and the child must “progress in the general curriculum.” 3. Program modifications must be provided that will enable the child to “advance appropriately” toward attaining annual goals. 4. Provision must be made for the child to participate in state or school district student achievement assessments. 5. Evaluation procedures must relate to IEP objectives and measure the child’s progress toward annual goals. 6. Parents must receive periodic report cards indicating the child’s progress and the extent to which the progress is sufficient to achieve annual goals. [20 U.S.C. § 1414(d) (1) (A)] Attention Deficit Hyperactivity Disorder A disability not specifically listed under the IDEA is Attention Deficit Hyperactivity Disorder (ADHD). It is most commonly defined by the criteria of inattention, hyperactivity, and marked impulsiveness (Graham, 2011). Focus cannot be kept on any one topic long enough for a detailed assessment. Although not specified, ADHD children may be covered under the IDEA, Section 504 of the Rehabilitation Act of 1973, and the Americans with Disabilities Act of 1990 (ADA). An ADHD child may be eligible for IDEA services under one of three categories: (1) other health impaired, (2) specific learning disability, and (3) seriously emotionally disturbed [C.F.R. § 300.7(a) (1)]. Least-Restrictive Environment The IDEA advances the general philosophy that children with disabilities should be educated with typically developing children in the normal educational setting whenever possible. What precisely the “least-restrictive environment” requirement means operationally has been fertile ground for speculation. Terms commonly used to define least-restrictive environment are “inclusion,” “full inclusion,” and “integrated services.” Neither of these terms is found in Public Law 94-142 (EAHCA, 1975), Public Law 101-476 (IDEA, 1990), or their implementing regulations. The inclusion movement came out of the U.S. Department of Education in the early 1980’s under the “regular
  • 6. NATIONAL FORUM OF SPECIAL EDUCATION JOURNAL 6____________________________________________________________________________________ education initiative.” Other terms include “least-restrictive environment” and “mainstreaming.” Integrating children with disabilities in regular classrooms is commonly known as “mainstreaming” or “inclusion” (Gore, 2010; Karten, 2010). Placement in Private Schools The IDEA 2004 amendments stipulate congressional intent to fund special education programs in private schools. The public school district must provide services for children with disabilities who are currently attending private schools and allocate a pro-rata share of federal money for such services [20 U.S.C.A. § 1412 (a)(10)(i)(I)]. The state must ensure the following: That, to the extent consistent with the number and location of children with disabilities in the state who are enrolled in private elementary and secondary schools, provision is made for participation of such children in the program assisted or carried out under this subchapter by providing for such children special education and related services. [20 U.S.C. § 1413(a)(4)] These services are provided and paid for from federal funds whether or not the actual educational process takes place in private, religious, or public school facilities. The constitutional justification for public funding of special education services is found in Zobrest v. Catalina Foothills School District, 509 U.S. 1, 113 (1993), in which case the U.S. Supreme Court held that providing public funding for a sign-language interpreter for a student attending a Catholic high school did not violate the Establishment Clause of the First Amendment. Related Services Under Public Law 94-142, related services that enable special-needs children to benefit from special education must be made available without cost to the parents. The IDEA defines “related services”: The term “related services: means transportation, and such developmental, corrective, and other supportive services (including speech-language pathology and audiology services, psychological services, physical and occupational therapy, recreation, including therapeutic recreation, social work services, counseling services, including rehabilitation counseling, orientation and mobility services, and medical services, except that such medical services shall be for diagnostic and evaluation purpose only) as may be required to assist a child with a disability to benefit from special education, and includes the early identification and assessment of disabling conditions in children. [20 U.S.C. § 1401(17)] This list of related services is illustrative not exhaustive.
  • 7. FRED C. LUNENBURG ____________________________________________________________________________________7 Due Process Protections The IDEA provides significant due process protections. The procedural safeguards in IDEA include the following: (1) an opportunity for the parents of a child with a disability to examine all records relating to such child and to participate in meetings with respect to the identification, evaluation, and educational placement of the child, and the provision of a free appropriate public education to such child, and to obtain an independent educational evaluation of the child; (2) procedures to protect the rights of the child whenever the parents of the child are not known . . . ; (3) written prior notice to the parents of the child whenever such agency— A. proposes to initiate or change; or B. refuses to initiate or change; the identification, evaluation, or educational placement of the child . . . or the provision of a free appropriate public education to the child. (4) procedures designed to ensure that the notice required . . . is in the native language of the parents, unless it clearly is not feasible to do so; (5) an opportunity for mediation . . . ; (6) an opportunity to present complaints with respect to any matter relating to the identification, evaluation, or educational placement of the child, or the provision of a free appropriate public education to such child (20 U.S.C. § 1415).The written prior notice referred to in Section 1415 of the IDEA must include: A. a description of the action proposed or refused by the agency; B. an explanation of why the agency proposes or refused to take the action; C. a description of any other options that the agency considered and the reasons why those options were rejected; D. a description of each evaluation procedure, test, record, or report the agency used as a basis for the proposed or refused action; E. a description of any other factors that are relevant to the agency’s proposal or refusal; F. a statement that the parents of a child with a disability have protection under the procedural safeguards of this part and, if this is not an initial referral for evaluation, the means by which a copy of a description of the procedural safeguards can be obtained; and G. sources for parents to contact to obtain assistance in understanding the provisions of the part. (20 U.S.C. § 1415) A document describing these procedural safeguards must be given to parents on initial referral, on notification of an IEP meeting, and on registration of any complaint by a parent. The IDEA requires that this document must contain a full explanation of the rights of students with disabilities related to:
  • 8. NATIONAL FORUM OF SPECIAL EDUCATION JOURNAL 8____________________________________________________________________________________ (A) independent educational evaluation; (B) prior written notice; (C) parental consent; (D) access to educational records; (E) opportunity to present complaints; (F) the child’s placement during the pendency of due process proceedings; (G) procedures for students who are subject to placement in an interim alternative educational setting; (H) requirements for unilateral placement by parents of children in private schools at public expense; (I) mediation; (J) due process hearings, including requirements for disclosure of consultation results and recommendations; (K) State-level appeals (if applicable in that State); (L) civil actions; and (M) attorneys’ fees. (20 U.S.C. § 1415) One of the most significant procedural due process protections in the reauthorized IDEA is the right to an impartial due process hearing. Under the IDEA, any party to a hearing shall be given: 1. the right to be accompanied and advised by counsel and by individuals with special knowledge or training with respect to the problem of children with disabilities; 2. the right to present evidence and confront, cross-examine, and compel the attendance of witnesses; 3. the right to a written, or, at the option of the parents, electronic verbatim record of such hearing; and 4. the right to written, or, at the option of the parents, electronic findings of fact and decisions. (20 U.S.C. § 1415) Discipline All students are guaranteed due process of law, including notice and hearing prior to significant infringements of their property rights and liberty interests. However, special concerns exist in disciplining children with disabilities. When school officials seek to suspend or expel children with disabilities, the IDEA imposes significant legal protections for these children, including a “stay-put” provision to protect them from being removed from their current placements. The United States Supreme Court addressed the issue of removing children with disabilities for disciplinary reasons and the effect of the “stay-put provision in Honig v. Doe, 484 U.S. 305 (1988). The Court held that the language of the stay-put provision states that during the pendency of any proceedings initiated under IDEA, unless the state or local educational agency and the parents or guardian of a disabled child agree, “the child shall remain in the then current educational placement.” The Court did recognize a “dangerousness” exception to the stay-out provision by stating “while the child’s placement may not be
  • 9. FRED C. LUNENBURG ____________________________________________________________________________________9 changed during any complaint proceeding, this does not preclude the agency from using its normal procedures for dealing with children who are endangering themselves and others,” … including the use of study carrels, timeouts, detention, or restriction of privileges. More drastic measures may be taken, where a student poses an immediate threat to the safety of others. In such situations, school officials may temporarily suspend the disabled student for up to 10 schooldays. With recent concerns over school violence and drug use, the revised IDEA provides school principals with additional authority to change the placement of special education students who carry weapons; sell or use drugs, or are a danger to themselves or others. The IDEA amendments state: School personnel under this section may order a change in the placement of a child with a disability— (i) to an appropriate educational setting, another setting, or suspension, for not more than 10 school days (to the extent such alternatives would be applied to children without disabilities); and (ii) to an appropriate interim alternative educational setting for the same amount of time that a child without a disability would e subject to discipline, but for not more than 45 days— (iii) the child carries a weapon to school or to a school function . . . (iv) the child knowingly possesses or uses illegal drugs or sells or solicits the sale of a controlled substance while at school or a school function. [20 U.S.C. § 1415(k)] If students with disabilities present a serious danger to themselves and others, school authorities may request a disciplinary transfer of the student to an alternative setting. The reauthorized IDEA provides that: A hearing officer . . .may order a change in the placement of a child with a disability to an appropriate interim alternative educational setting for not more that 45 days if the hearing officer— (a) determines that the public agency has demonstrated by substantial evidence that maintaining the current placement of such child is substantially likely to result in injury to the child or to others; (b) considers the appropriateness of the child’s current placement; (c) considers whether the public agency has made reasonable efforts to minimize the risk of harm in the child’s current placement, including the use of supplementary aids and services; and (d) determines that the interim alternative education setting meets (other requirements of the IDEA). [20 U.S.C. § 1415(k)] School officials, however, must establish by “substantial” evidence that maintaining the current placement of the student will likely result in injury.
  • 10. NATIONAL FORUM OF SPECIAL EDUCATION JOURNAL 10____________________________________________________________________________________ Compensatory Education A free appropriate public education under the IDEA extends to age 21 and beyond if a student with a disability has suffered from earlier deprivation of a free appropriate public education. Attorney’s Fees and Liability for Reimbursements to Parents Attorney’s fees were permitted by a 1986 amendment to the Education for All Handicapped Children Act of 1975. This amendment was considered necessary because Congress observed that the burden of heavy attorney’s fees could conceivably make parents reluctant to raise valid complaints challenging school district actions. Furthermore, the Supreme Court in Florence County School District v. Carter, 510 U.S. 7 (1993)affirmed that local school districts may be liable for reimbursement to parents for tuition associated with alternative placement in private schools. IDEA and AIDS Are children with AIDS covered by the IDEA? The IDEA defines “handicapped children” as mentally retarded, hard of hearing, deaf, speech or language impaired, visually handicapped, seriously emotionally disturbed, orthopedically impaired, or other health impaired children, or children with specific learning disabilities who by reason thereof require special education and related services. [20 U.S.C.A. § 1401(a) (1)] In the case of Aids students, the category that would most closely fit is “other health impaired children.” This phrase is defined as [l]imited strength, vitality or alertness due to chronic or acute health problems such as heart condition, tuberculosis, rheumatic fever, nephritis, asthma, sickle- cell anemia, hemophilia, epilepsy. Lead poisoning, leukemia, or diabetes, which adversely affects a child’s educational performance. [34 C.F.R. § 300.5(b) (7)] AIDS is not listed as an example of an acute or chronic health problem by the IDEA. In October 1984, the Department of Education addressed the applicability of the IDEA to AIDS victims. The Department stated that an AIDS child is not considered to be “handicapped” as defined in IDEA unless the child needs special education. The policy states: Children with Aids could be eligible for special education programs under the category of “other health-impaired,” if they have chronic or acute health problems which adversely affect their educational performance (Doe v. Bellville Public School District No. 118, 672 F. Supp. at 344-345). (S.D. Ill. 1987)
  • 11. FRED C. LUNENBURG ____________________________________________________________________________________11 Conclusion Special teaching practices, materials, equipment, and facilities may be required for children with disabilities to achieve their full potential. To that end, Congress passed four landmark pieces of legislation: Section 504 of the Rehabilitation Act of 1973, the Education for All Handicapped Children Act of 1975 (EAHCA), the Americans with Disabilities Act of 1990 (ADA), and the Individuals with Disabilities Education Act (IDEA). Of these four laws, the EAHCA and later the IDEA have had the most significant impact on public schools. Congress reauthorized IDEA in 1997 and 2004, adding new amendments and extending federal funding for special education services. References Alexander, K, & Alexander, M. D. (2009). American public school law (7th ed.). Belmont, CA: Wadsworth/Cengage Learning. Doe v. Belleville Public School District No. 118, 672 F. Supp. at 344-345 (S.D. Ill. 1987). Florence County School District v. Carter, 510 U.S. 7 (1993). Friend, M. (2011). Special education: Contemporary perspectives for school professionals. Upper Saddle River, NJ: Prentice Hall. Gore, M. C. (2010). Inclusion strategies for secondary classrooms: Keys for struggling learners. Thousand Oaks, CA: Corwin Press. Graham, L. (2011). Deconstructing ADHD: Critical guidance for teachers and teacher educators. New York, NY: Peter Lang. Haines, S. (2011). Education, disability, and social policy. Cambridge, MA: Policy Press. Honig v. Doe, 484 U.S. 305 (1988). Imber, M., & Van Geel, T. (2010). Education law (4th ed.). New York, NY: Routledge. Karten, T. J. (2010). Inclusion strategies that work: Research-based methods for the classroom. Thousand Oaks, CA: Corwin Press. Kaufman, R., & Wandberg, R. (2010). Powerful practices for high-performing special educators. Thousand Oaks, CA: Corwin Press. Norwich, B. (2011). Special education needs: A new look. London, England: Continuum International Publishing Group. Obiakor, F. E. (2011). Current issues and trends in special education: Research, technology, and teacher preparation. Bingley, UK. Webber, M. (2011). Reflective practices in mental health: Advancing psychosocial practice with children and adults. London, UK. Zobrest v. Catalina Foothills School District, 509 U.S. 1, 113 (1993).