Legislative Bulletin

MARCH 30, 2001

Download a copy of the judge's 90-page order (pdf file)
Read a summary and analysis prepared by the state Department of Public Instruction

Judge orders schools to spend whatever it takes
to provide at-risk students with a quality education


In his third and likely most important ruling in the Leandro case, Superior Court Judge Howard Manning Jr. on Monday said the public schools must spend more money meeting the needs of disadvantaged students, even if that means cutting funding on programs that benefit bright students. When schools allocate available funds, the judge ruled, they must appropriate as much as is needed to meet the needs of at-risk children before earmarking any money for other students. Manning gave the state a year to come up with a plan that will satisfy his conclusions and directed that they file quarterly progress reports with him.

After analyzing test data from schools across the state, Manning concluded that at-risk students are not receiving a "sound, basic education" in poor school systems or in wealthier ones, either. He said the problem isn't a shortage of money but that the money is spread around on many priorities. "Palatial central offices and high salaries for non-teaching administrators and staff are not constitutionally mandated," Manning wrote. "The tax money that is spent must first be spent to properly educate the at-risk children that are failing to achieve grade level proficiency."

Most education leaders applauded Manning's ruling, although many worried how it would impact the ability of school systems to serve average students. John Dornan, executive director of the Public School Forum of N.C. said, "This is essentially a Robin Hood approach to school finance. Is the answer to our problems curtailing or stripping out programs for not-at-risk students to help at-risk kids? We aren't going to lead America in education if we dumb down our curriculum." 

State Senate President Pro Tem Marc Basnight said he did not believe that enrichment programs such as music and computer courses should be ended so the money can be diverted to meet the needs of at-risk children. House Speaker Jim Black, D-Mecklenburg, said he had not read Manning's ruling, but believes all children should have an equal opportunity to receive a sound basic education and said he would work to develop a plan if the decision is not appealed. 

NCCBI President Phil Kirk, who also is chairman of the State Board of Education, said, "The state will continue to focus on under-achieving students, but I will oppose any attempt to take money away from other programs, such as gifted and talented." He said the amount of money going to at-risk children has consistently increased in recent years, citing at least $100 million in new local, state and federal funding for remediation and intervention along with new resources from foundations and business.

Here are some other selected comments from the judge's order:

"Taking all of the evidence into account, the Court determined that the at-risk children in North Carolina are not obtaining a sound basic education and that the reason appears to be the lack of a coordinated, effective educational strategy for at-risk children statewide. 

"The Court is not convinced that the lack of a coordinated, effective educational strategy is based on the lack of sufficient funding by the State. Instead, the Court believes that the funds presently appropriated and otherwise available are not being effectively and strategically applied. 

"In summary, school systems and the State must first put in place programs that provide all children with the equal opportunity to obtain a sound basic education and that if the funding that is appropriated from whatever source is being used for any other educational purpose than to meet the constitutional mandate, then those funds must be reallocated to satisfy the constitution.

"The State and its school systems are directed to assess the present educational programs as they are applied to the at-risk student group, and adopt a coordinated, uniform strategy for improving the educational opportunities for at-risk students and as a part of the process, re-assess and re-allocate the available funding, if needed, to meet this goal with respect to at-risk children within the parameters of the Constitution. Upon completion of this task, they are to report to the Court the results of their undertaking. Pending this undertaking, no Final Judgment will be entered. 

"In accord with the conclusions reached above and the vital need to address these problems within the parameters of Leandro, the Court Orders and Directs:

"I. The State of North Carolina and the plaintiff, plaintiff-intervenors, to conduct self-examinations of the present allocation of resources and to produce a rationale, comprehensive plan which strategically focuses available resources and funds towards meeting the needs of all children, including at-risk children to obtain a sound basic education using common sense and methods that work and are directed towards each child’s particular need. The system and allocation should be flexible.

"The nuts and bolts of how this should be accomplished is not for the Court to do. Consistent with the direction of Leandro, this task belongs to the Executive and Legislative Branches of Government and to the educators who are paid to have the knowledge and expertise with which to conduct such a self-examination of the present allocation of resources and to produce a rationale comprehensive plan to strategically focus available resources and funds consistent with the goal of providing the opportunity for all children, including those at-risk of obtaining a sound basic education.

"In directing this be done, the Court is showing proper deference to the Executive and Legislative Branches by allowing them, initially at least, to use their informed judgment as to how best re-allocate and strategically apply funds, modify or change existing programs and, if needed, create new programs and approaches to remove the barriers to an equal opportunity to a sound basic education. Throwing money, either local or state, at the problem without strategic and effective planning accompanied by accountability for results will not be acceptable.

"II. This process should be accomplished without undue delay and certainly it can be done within twelve months. This is not an overwhelming task given the amount of educational experts and staff available to the DPI, the Legislature, and the fact that some schools have already found the key to success. Consider going to Clay and Cherokee Counties and find out what they are doing to achieve such success. Go observe the five examples set out in this Memorandum of Decision.

"The Court encourages the parties to entertain input from excellent resources as The Public School Forum and other non-profit organizations interested in the welfare of all of North Carolina’s students.

"III. The Court would like progress reports on a quarterly basis as this case is still active and a work in progress as the work directed is undertaken."


Summary and analysis of the decision prepared
by the state Department of Public Instruction

On October 12, 2000, the Court entered Section One of its decision. At the outset, the Court charted a course in which there would be at least three (3) separate Memoranda of Decision, each addressing different aspects of the case.

In the first Memorandum of Decision, the Court analyzed separate components of the North Carolina Educational Delivery System and determined that, as a system, it was sound, valid and constitutional when measured against the sound basic education standard of Leandro. The Court also found that a student who was performing at Level III or above on the ABCs EOC and EOG tests was obtaining a sound basic education under Leandro.

The second Memorandum of Decision was entered on October 26,2000. In that decision, the Court analyzed the educational needs of at-risk children, and determined for at-risk children to have an equal opportunity for a sound basic education, the State should provide quality pre-kindergarten pro-trams for at-risk children.

The third Memorandum of Decision was originally intended to focus on two issues relating to the Hoke County Schools. First, whether children in Hoke County are receiving a sound basic education? Second, if children are not receiving a sound basic education, is it because of lack of sufficient funding as the plaintiffs contend, or for some other reason(s)?

In analyzing whether or not Hoke County students were obtaining a sound basic education, the Court examined the Hoke County students' performance and compared Hoke with other school systems student performance.

This comparison showed that there were at-risk students failing to achieve a sound basic education statewide, as well as in Hoke County, and that the low performance of at-risk students was similar regardless of the wealth and resources of the school system attended.

Taking all of the evidence into account, the Court determined that the at-risk children in North Carolina are not obtaining a sound basic education and that the reason appears to be the lack of a coordinated, effective educational strategy for atrisk children statewide.

The Court is not convinced that the lack of a coordinated, effective educational strategy is based on the lack of sufficient funding by the State. Instead, the Court believes that the funds presently appropriated and otherwise available are not being effectively and strategically applied so as to meet the following principles from Leandro:

1. All children have an equal opportunity to receive a sound basic education and an equal opportunity is all the State is required to provide.

2. The sound basic education is qualitatively defined and an appropriate educational strategy to provide children with the opportunity to receive a sound basic education is required.

3. In the event that children are not being provided the equal opportunity to obtain a sound basic education because of inadequate educational programs and strategy, the educational programs and strategy must be changed to accomplish the constitutional mandate.

4. In the event there is not sufficient funding to provide the educational programs, more funding must be appropriated to meet the constitutional mandate.

5. Funds appropriated and applied to education, from whatever source, are first to be used for the purpose of providing children with the equal opportunity to receive a sound basic education.

6. In the event of a deficit in the sound basic education component, funds that are being used for the purpose of providing educational programs not part of the sound basic education must be re-allocated and applied to the sound basic education until any deficit in that program is abolished.

In summary, school systems and the State must first put in place programs that provide all children with the equal opportunity to obtain a sound basic education and that if the funding that is appropriated from whatever source is being used for any other educational purpose than to meet the constitutional mandate, then those funds must be reallocated to satisfy the constitution.

The State and its school systems are directed to assess the present educational programs as they are applied to the at-risk student group, and adopt a coordinated, uniform strategy for improving the educational opportunities for at-risk students and as a part of the process, re-assess and re-allocate the available funding, if needed, to meet this goal with respect to at-risk children within the parameters of the Constitution. Upon completion of this task, they are to report to the Court the results of their undertaking. Pending this undertaking, no Final Judgment will be entered.


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