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Section 504: It Is Not "Unfunded" Special Education

 

Mention "504" to public education personnel and one will hear a variety of responses, few of which are positive in nature or understanding:

 

"We don't use that."

"Our teachers don't like that."

"What exactly is that?"

"We have a few kids under 504."

"We put lots of kids under 504."

 

Not surprisingly, the resistance to and ignorance of Section 504 and how this federal act can be used to offer assistance to students, is now creating litigious nightmares for school districts and teachers across the nation.  

There are three main reasons that Section 504 is being turned to by parents to obtain necessary help for children who may be floundering in their classes.

 

1)   The reform movement from "mainstreaming" to "inclusion" that began in the 1980s refocused attention on how students with disabilities were faring in the regular classroom.

Under special education's Individuals with Disabilities Education Act (IDEA) of 1975, students were to be placed in the least restrictive environment, which evolved into a "mainstreaming" philosophy. This concept proposed that children with disabilities be educated in segregated placements until they could "swim" in the mainstream of public education. Few children, once placed, exited completely from special education programs into the mainstream. If they did, they usually failed because of inadequate preparation for regular education demands. (When teachers "slow down" to remediate students' cognitive and/or academic deficiencies, the students can get even farther behind their class-mates in the regular classroom.)

To say handicapped students should be accepted and educated in classrooms with their peers was one thing. To see that happen was another. The major stumbling blocks were twofold: students segregated under special education services generated extra federal dollars for school districts, and general educators were neither trained nor expect-ed to modify their teaching practices to accommodate these students.

Under the concept of "inclusion," the needs and best interests of the child command attention. Services separate from regular education are to be justified in writing; educators are held accountable for assurances that a measurable "educational benefit" will be experienced in the segregated, restrictive environments. 

2) There was an increase in and awareness of persons with mental or physical disabilities who didn't qualify for IDEA services. For example, more and more children were being diagnosed with disorders related to attention deficit and hyperactivity (ADHD), conduct problems, depression, anxiety, etc.

Advocacy groups, such as CHADD (Children and Adults with Attention Deficit Disorder), began turning to the Rehabilitation Act of 1973 (an anti-discrimination civil rights statute for handicapped persons) and its Section 504 for relief.

Schools were being pressed to recognize that many of these students were not benefiting from regular classroom instruction, but they could not qualify for special education services. (ADHD was eased into special education under "Other Health Impaired" (OHI) in 1991 and explicitly addressed in IDEA's 1997 amendments, which were enacted in 1999.) Section 504 required that schools write Individual Accommodation Plans (IAPs) that became federal mandates for implementation within school settings. Litigation started being utilized by parents to insist on 504 consideration and adoption by public schools.

3) The whole concept and practice of a designated "special education" program had become a major disappointment for many parents,  teachers, and students.

The system was a cumbersome one with its referrals, evaluations, labels (especially the "labels"), and placements in separate classrooms. Lowered academic expectations accompanied the "stigma" of one being in need of remediation. Lowered self-perceptions among the labeled students usually resulted in a rise of behavioral and disciplinary issues.

 As the numbers of such students grew exponentially through the past two decades, it had become clear that huge numbers of children were being placed in special education but few were succeeding academically in spite of this "specialized education."

A corollary to the situation was the increasing shortage of well-trained special education teachers and diagnosticians, and the resulting use of inappropriate education practices in the classrooms. Many parents and educators came to believe that mild-to- moderate students with learning disabilities would have been better off left in the mainstream to "sink or swim" than to be separated, stigmatized, and then educated with inadequately trained personnel. They began to seek a method that would allow their children to remain in the regular classroom, but which would also allow them to receive necessary accommodations to help "level" the academic playing field. That "level playing field," now recognized as a civil right, would be found with Section 504.

Potential "Accommodations"

The accommodations that have been recognized as appropriate for 504 students through hearings and judgments will require a new kind of accepting, thinking, and planning among educators. For example, based on the 1991 USDOE Joint Memorandum [34 C.F.R. 104.33(b)(1)] which has been quoted as the law in several judicial decisions, 22 services that must be available  in regular classrooms for Section 504 eligible students include the following:

1)                  providing a structured learning environment

2)                  repeating and simplifying instructions about in-class assignments

3)                  repeating and simplifying instructions about homework assignments

4)                  supplementing verbal instructions with visual instructions

5)                  using behavioral management techniques

6)                  adjusting class schedules

7)                  changing test delivery

8)                  using tape recorders

9)                  using computer-assisted instruction

10)              using other audio-visual equipment

11)              selecting alternate textbooks

12)              selecting supportive workbooks

13)              tailoring homework assignments

14)              consulting with special education for teaching strategies

15)              reducing class size

16)              using one-on-one tutorials

17)              using classroom aides

18)              using classroom note-takers

19)              involving services coordinator to oversee implementation of program/services

20)              modifying non-academic time such as lunchroom

21)              modifying non-academic time such as recess

22)              modifying non-academic time such as physical education

Notice these are physical accommodations, not modified cognitive materials (lowered levels of learning). Modifications do require more preparatory work for teachers with a know-ledge about content and developmental levels of subject matter. Section 504 thus requires less cognitive work for regular education teachers than do special education "inclusion" practices.

However, teachers who have to learn how to create and maintain a "structured learning environment," or how to work with behavior modification, or how to present material in a simplified format are teachers who will need some specific training, mentoring, and monitoring. Teachers who also think, usually at the secondary level, that they shouldn't have to accommodate for a student's behavioral and academic needs will also need special training and mentoring.

Major Need of Teacher Training

So what is the one big issue that seems to be the stumbling block for recognizing Section 504 as one means of reducing the bloated numbers of special education students in the nation's school districts? Good teacher training and mentoring for working with diverse and deficient learners in the regular classroom are the problem. Until these are addressed successfully, children will continue to be "sorted" into special education, with its rampant, but lacking, need for more and more "specialized" teachers. 

Section 504 could be a major answer to help end the tripartite U.S. school system that now houses "regular education," "special education," and "alternative education." This will happen when it is understood that most of the 504 "accommodations" are simply good teaching tools that any regular educator should use, as needed, in a classroom, without a federal mandate. Section 504 is a regular education issue,  not "unfunded special education."

Rulings today about 504 cases are often mirroring those found in special education. Schools are being required to provide Individual Accommodation Plans (IAP) with a referral and accountability system to assure that educators meet both the legal expectations and the spirit of the law. While special education cases revolve around procedural issues—Did the school follow the mandated federal rules regarding special education placement and implementation of the Individual Education Plan (IEP)?—the concern of the court responses about 504 has been, "Did the school exercise caution and make a good faith effort to meet the needs of the student?"

Attorneys at conferences admonish educators today that failure to implement a 504 plan can affect the student's educational opportunities and possible achievement levels, the teacher's appraisal or job, a case for litigation, and the loss of big bucks to both teacher and the district.

The Broad "Brush" of Section 504

The expanding areas for which a student can be considered for 504 protection and accommodations do, indeed, create a two-edged sword for school districts. For one thing, legal interpretations have allowed many issues to be considered potential "handicapping" conditions. For another, funding is still not provided to help with (physical) accommodations, which may also be required for individuals by the 1990 American Disabilities Act (ADA). The ADA affects the removal of physical "barriers," including buildings, transportation and communications, in both private and public sectors for handicapped individuals.

The following situations are some examples of possible 504 risk factors reflecting the Rehabilitation Act's "major life activities" (caring for one's self, performing manual tasks, walking, seeing, hearing, speaking, breathing, learning, or working):  health impairments from serious injury or illness; obesity; potential dropout; any suspected disability; substance abuse; ineligibility for special education; exiting from special education; social maladjustment (not emotional disturbance); diabetics; asthmatics; heart disease; HIV/AIDS; dyslexic students who are not learning disabled.  In addition, Section 504 may be recommended if a specific pattern is shown in the following:  absenteeism; academic performance changes; tiredness or low energy; depression; not benefiting from instruction; parent concerns; teacher concerns.

Under Section 504, students are eligible for protection and accommodations even if their disabilities do not negatively affect their educational performance. That is, if a student is asthmatic and needs time to go to a nurse each day, he can be placed on a 504 plan. The sane assumption is that a teacher or school would allow such a student to do this without putting him under a special federal plan. Too often, however, a 504 plan is demanded by parents in order to assure attention and cooperation by a teacher or a school.

Section 504 specifies that eligible students will be served in the regular classroom, unlike special education students who may or may not receive regular education instruction.  While 504 is to offer a "level playing field" in terms of equal opportunities, it does not guarantee equal achievement with a student's peers.  It does not promise a chance to win.  It says, "You get a chance to play."

 

Discipline Issues Become Special

One last sticky issue concerns discipline issues regarding Section 504 students. Any student recommended by the 504 referral committee for accommodations must factor in potential behavioral problems that could interfere with the student's academic achievement. If his or her handicapping condition can be linked as causal factors to misbehaviors, this must be addressed with a behavior intervention plan in the IAP, and/or recognized when discipline issues arise with the student. Not to do so sets the district up for litigious troubles. The campus 504 committee retains final authority about placement, suspension or expulsion of an eligible student.

 

     In summary, IDEA's "appropriate" education means a program is designed to provide "educational benefit" for a student according to his own cognitive and/or physical needs with "specially designed instruction."  The educational levels of non-disabled peers are irrelevant when planning the special education child's IEP.  

     Section 504's "appropriate" education, conversely, means one that is "comparable" to that which is provided to non-handicapped peers.  It is to offer equity and opportunity with his or her average classmates.

 

A Mini-History of Section 504

Federal regulations implementing Section 504 are found in Title 34 C.F.R. Part 104. It is a civil rights statute, passed in 1973 as part of the Rehabilitation Act:

 

"No otherwise qualified individual with handicaps in the United States…shall, solely by reason of his or her handicap, be excluded from the participation in, be denied the benefits of, or be subjected to discrimination under any program or activity receiving federal financial assistance." (29 U.S.C. 794[a])

 

This legislation was intended to assist returning Vietnam veterans, who were having difficulty obtaining and maintaining employment due to "handicapping" conditions that could be the result of physical and/or mental impairments. It was thus seen, originally, as a support for adults who were 1) "unable to perform a major life activity that the average person in the general population can perform"; or 2) "significantly restricted as to the condition, manner or duration under which an individual can perform a particular major life activity as compared to…the average person in the general population." Since no age parameters were defined in the legislation, it could be used by any citizen involved in any program that received federal dollars. Such programs would obviously include public schools.

While no definitions of "unable to perform" or "significantly restricted" were given in the legislation, "major life activities" came to be considered functions such as caring for one's self, performing manual tasks, walking, seeing, hearing, speaking, breathing, learning, and working.

In 1975, the Individuals with Disabilities Education Act (IDEA) was passed, replacing PL 94-142, or the Education of the Handicapped Act (EHA). It was here that federal funding was connected to handicapped learners in the public schools.

 IDEA became the funding statute that quickly overshadowed any potential use of Section 504, a civil rights statute, for children in schools. Children who were identified and qualified for one of IDEA's 13 defined categories would bring extra federal dollars to a district. If a child were going to be seen as "handicapped" and could be qualified for "special education," even under the complex federal procedural guidelines, it made more sense for schools to use the IDEA label, not "504," which was unfunded. There was literally no incentive to use Section 504 to accommodate students' needs.

 While IDEA clearly spells out with rigid guidelines the Individual Education Plan for a special education student, the 504 referral committee simply must have at least two individuals who know the student and his or her work. The committee is not required to have parent consent to put a child under a 504 plan (but best practice is to obtain such consent). Good planning and accurate documentation are needed in both situations, however. Litigation is proving those to be important issues today.

Any school district with 15 or more employees must assign an employee to serve as the district Section 504 compliance officer and to develop a grievance procedure for parents, students, and employees.

It is important to remember that Section 504 is not an aspect of special education (IDEA).  It should not be construed as being under the same organizational structure of "special education."  At the same time, any student qualifying under special education's (IDEA) handicapping guidelines (for funding) is automatically protected under Section 504 (for civil rights expected among the average population).  Section 504 is regulated by the federal Office of Civil Rights (OCR); IDEA is monitored by the Office of Special Education Programs (OSEP).

Looking at all students in the school, there are some disabled students who require no special assistance.  There are some disabled students who have "substantial limitations"(504) and who need accommodations to level the academic playing field among their average peers.  There are some disabled students (IDEA) who need accommodations and content modifications to assure personal "educational benefit" at their own cognitive levels.  IDEA students are then automatically covered (within and under) Section 504 regulations.


Resources

Council of Educators for Students with Disabilities, Inc. "Fall Southwest Section 504 Conference," Austin, TX. Sept. 27-28, 1999. 

Hayes, Nakonia. "Section 504 Review and Update." Region 12 Education Service Center, Waco, TX. February 25, 1999.

Kincaid, Jeanne. "Emerging Legal Issues in Section 504." Fall Southwest Section 504 Conference, Council of Educators for Students with Disabilities, Inc. Austin, TX. Sept. 24-25, 1998. 

Martin, Jose L. and Blanchard, Tim. "Making the Manifestation Determination Under Section 504." Spring Southwest Section 504 Conference, Council of Educators for Students with Disabilities, Inc. Austin, TX. April 12-13, 1999. 

Miller, Linda and Newbill, Chris. Section 504 in the Classroom, How to Design and Implement Accommodation Plans. Pro-ed Publishing, Austin, TX. 1998.

Richards, David M. "Discipline of the Section 504 Child."  Fall Southwest Section 504 Conference, Council of Educators for Students with Disabilities, Inc., Austin, TX, September 24-25, 1998.

Zirkel, Perry A. Section 504 and the Schools. LRP Publications, Horsham, PA. 1993.


About the Author:

Niki Hayes is a former elementary school principal who is now retired.   She formerly worked  as an education specialist for Region 12 Education Service Center in Waco, Texas where she served as 504 coordinator for its 79 school districts and as a teacher trainer for the SPED programs.  She has also been a principal for a P-12 public school on the Spokane Indian Reservation.  Niki has her master's degree in counseling, a bachelor's degree in journalism and is certified and experienced in administration, mathematics, special education, counseling and journalism.  She has done some doctoral work in mathematics education at the University of Texas in Austin.  Nakonia (Niki) Hayes can be reached at n.c.hayes@worldnet.att.net


©September 2000 New Horizons for Learning

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