SU and MU obo BU v Bernards Twp BOE | Case 09798-21 | 2022-08-09
New Jersey special education due-process decision
- Case number
- 09798-21
- Date
- 8/9/2022
- Parties / district (official listing)
- SU and MU obo BU v Bernards Twp BOE
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Decision text
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New Jersey is an Equal Opportunity Employer
State of New Jersey
OFFICE OF ADMINISTRATIVE LAW
FINAL DECISION
OAL DKT. NO. EDS 09798-21
AGENCY DKT. NO. 2022-33446
S.U. AND M.U. ON BEHALF OF B.U.,
Petitioners,
v.
BERNARDS TOWNSHIP BOARD OF
EDUCATION,
Respondent.
Maxine Checchi, Esq., for petitioners (Checchi Law, LLC, attorneys)
Cherie L. Adams , Esq., for respondent (Adams, Gutierrez & Lattiboudere , LLC,
attorneys)
Record Closed: August 2, 2022 Decided: August 9, 2022
BEFORE MARY ANN BOGAN, ALJ:
STATEMENT OF THE CASE
Petitioners S.U. and M.U. on behalf of their son, B.U. , requested a due process
hearing on the issue of whether respondent Bernards Township Board of Education
(Board, District) failed to evaluate and classify B.U. for special educati on and rel ated
services in compliance with the District’s child -find obligations, thereby failing to provide
B.U. with a free and appropriate public education under the Individuals with Disabili ties
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Education Act (IDEA), 20 U.S.C. §§ 1400 to 1419 . The petition seeks reimbursement
for the petitioners’ unilateral placement of B.U. at Rutgers Preparatory School (Rutgers
Preparatory), a n accredited non-special-education private school, and compensa tory
education. The District contends that the implementation of the Intervention and
Referral Services (I& RS), and subsequent 504 P lan under the Rehabilitation Act of
1973, 29 U.S.C. § 794, in the general-education setting were appropriate to meet B.U.’s
educational needs.
PROCEDURAL HISTORY
The Department of E ducation, Office of Special Education , transmitted this
matter to the Office of Administrative Law (OAL) on or about November 30, 2021. The
parties appeared at a settlement confere nce on or about December 9, 2021, and the
matter was not reso lved. The case was assigned to the undersigned for a plenary
hearing. Telephone conference s were held on December 16, 202 1, January 13,
January 20, and February 11, 2022. The plenary hearings took place on Febr uary 16,
March 1, March 2, and May 19, 2022. The hearing scheduled for August 2, 2022, was
adjourned. The record closed.
FACTUAL DISCUSSION
For Respondent
Stephanie Orr (Ms. Orr) is t he District child s tudy team (CST) supervisor and
coordinator of 504 and I &RS plans. Ms. Orr works closely with special-education
teachers to make sure that individualized education programs ( IEPs) are implemented,
and modifications are met. She also coordinates the I&RS and 504 plans and works
with the general-education teachers to ensure that the plans are implemented. Ms. Orr
earned teacher, supervisor, and principal certificates. When she began working in the
District in 2000, she taught general -education and special -education st udents at
different levels, including as a resour ce-room teacher, reading specialist, and study-
skills and social-skills class teacher.
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The District trains teachers on District policies related to I&RS and 504 plans.
I&RS policy number 2417 focuses on students who are experiencing learning,
behavioral, or health issues. The District changed the name to “ Response to
Intervention,” or RTI. The enhanced RTI system collects data using Google Docs and
provides the teachers with the ability to see each other’s progress notes and data. The
District also utilizes Genesis, a Google program that shares information that parents can
also view. The program breaks down grades into categories, sets forth homework
assignments and quizzes, and helps de termine students’ strengths and weaknesses.
(R-3.) B.U. participated in the RTI process. Special-education policy number 2460 sets
forth the responsibilities for CST members and teachers. (R-4.) District policy number
2418 p rovides the procedures for conducting 504 Plan meetings and drafting and
annual review of plans. (R-5.)
Ms. Orr also takes measures to ensure that teachers receive and understand the
I&RS plans, and seeks teacher feedback. The school counselor follows up wit h the
parent and the student to get their feedback and determine whether any adjustments
are needed.
B.U. began his freshman year in September 2019 at Ridge High School (Ridge),
the high school located within Bernard s Township. Ms. Orr firs t became involved in
B.U.’s education during his eighth-grade year, after he sustained a concussion playing
sports and a 504 Plan was implemented at the recommendation of Jill Brooks, Ph.D., a
neuropsychologist who evaluated B.U. at that time. Thereafter, his medical issues
resolved, and the 504 Plan did not follow B.U. into high school the next year.
In November 2019, petitioners requested a meeting to discuss accommodations
for B.U. , and provided the District with a neurological assessment conducted by
Dr. Brooks. The evaluation was partly redacted. (R-6.1) Ms. Orr had been monitoring
B.U. becau se of his previous 504 Plan. The I&RS a nd 504 Plan records were
1 Dr. Brooks, in her unre dacted neurological asse ssment, reported, “overall the results from the curren t
assessment, including measures completed by B.U.’s parents , clinical interviews, records and b ehavioral
observations of B.U. point to a constellation of symptoms that characterize ADHD and unspecified anxiety
disorder.” (P-3.) Dr. Brooks also noted that B.U. “often is awake at 2:00 a.m. watching Netflix or
Facetiming with friends,” and recommended sleep hygiene.
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gathered,2 and the parents completed a questionnaire. (J-3; J-4; J-5.) The parents
reported that B.U. had significant executive-function issues , in addition to a formal
diagnosis of attention deficit hyperactivity disorder (ADHD). The parents ’ primary
concern was lack of homework completion and the negative effects on B.U.’s grades
when homework is not co mpleted. Teacher feedback was also collected. (J-8; J-9; J-
19.) B.U.’s counselor, Counselor Carrie Capozzi, met with B.U. to determine what
interventions or accommodat ions, if any , were appropri ate and next steps. Ms. Orr,
Counselor Capozzi, student-assistance counselor Tony Anthony, school c ounselor
Sydney McGivney, B.U.’s teacher Jennifer Collins, assistant principal Cheryl Howarth,
and CST member Kim Surett attended the I&RS committee meeting. (J-11.)
The committee reviewed Dr. Brooks’ report, discussed what B.U. felt was going
on at scho ol, and discussed what the t eachers were alre ady doing, what worke d and
what did n ot work, and recommendations. At the same time, a 504 Plan eligibility-
determination meeting was conducted to determine the possible effects of his ADHD
and unspecified anx iety disorder on his learning , thinking , and c oncentration. (J-12.)
B.U. was also referred to th e CST . The District recommended an I &RS Plan with
interventions, instead of a 50 4 Plan, to support B.U.’s goal “to increase his homework
completion for each subject,” and his parents agreed. The plan addressed homework
completion and the negative effect on grades when homework is not completed . (J-11;
J-14; J-16.)
The I&RS Plan included interventions to chunk long -term assignments and
provide inte rmittent due da tes or check -ins throug hout the length o f the assignment;
encourage the use o f t he tutorial center to complete work and provide extra help as
needed; and redirect and refocus in-class attention to ensure he is getting all pertinent
information. The plan a lso included proposed i nterventions at h ome such as
encouraging the completion of homework and providing positive reinforcement for the
completion and submission of homework . The Motivating Adolescent Performance
(MAP) program was recommended for the second semester.
2 Records consisted of grades, including middle school and standardized testing.
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The MAP program is a tiered-level support program for students. The class
meets every day, either one-on-one or in a group, with psychologist Dr. Rachel Golum,
to determine what is holding them back . Students learn to utilize resources like Google
Classroom, and learn organizational and self-advocacy skills. Dr. Golum continued the
class virtually during the COVID-19 pandemic.
Data was collected from teacher feedback and parent input , and the I&RS Plan
was reviewed every eight to ten weeks. (J-20 through J-22.) When remote learning
began in March 2020, the District set up recurring remote meetings between B.U. and
Dr. Golum. (J-20.)
In May 2020, B.U. S.U. and M.U. participated in a meeting with the District to
review the I&RS Plan. Ms. Or r recalled that B.U. reported that some ho mework
assignments felt like busywork that he did not need to do to learn content. B.U. wanted
to know why he could not “do just the assignments that he wanted rather than all of the
assignments.” (Tr. P 53, 7-11.) The I&RS c ommittee discussed B.U.’s concerns and
agreed to continue the p lan, adding student choic e and positive-reinforcement
interventions. As part of the p lan, B.U. also enrolled in Study Strategies, an elective
one-semester class that specifically teaches students organization, time management,
and self-advocacy. (J-26; J-29.) The desired outcome of the plan was for B.U. to
increase the completion of assignments.
It was determin ed that a 5 04 Plan should not be implemented, and the I&RS
Plan, with tiered level support, would be beneficial and teach B.U. executive-functioning
skills. The parents agreed to the plan and were notified of the right to appeal the
determination. (J-27; J-29; J-32.) B.U. earned all As and Bs for final grades that year.
(J-30.)
In July 2020, Dr. Brooks provided Counselor Capo zzi with the Behavior Rating
Inventory of Executive Function (BRIEF) scores3 and requested the implementation of a
504 Plan. The data was collected from B.U ., his parents, and his teachers. Dr. Brooks
3 The BRIEF is a self-reported rating scale of an individual’s impairment of executive-function.
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determined that “[w]hile the results from the BRIEF-2 indicate T -scores that were
primarily in the average range, fur ther analysis of the individual sc ores suggest [s] a
pattern of regression to the mean and dif ficulties with working memory,
planning/organizing shifting, and initiation of tasks.” Dr. Brooks pointed to a pattern of
elevated scores in Global History, Engli sh, and support classes, which historically had
not been the subjects B.U. f ound most interes ting. Math, sciences, and Spanish
teachers reported far fewer executive-skill difficulties. (P-8.)
Once B.U.’s sophomore-year schedule was set, his teachers w ere provided with
the I&RS Plan. (J-31.) In October of that year, Ms. Howarth provided the parents with
updated I&RS committee recommendations after teacher feedback indicated that B.U.
was rushing through his work to get it done. The updated recommenda tions included
additional interventions:
Chunk long term assignments and provide check ins
throughout the length of the assignment, When possible,
give shorter, specific due dates for sections. Work with
student on completing outstanding assignments. Provide
student choice when possible and appropriate. This may
include choosing to work individually instead of [in] a group.
[J-32.]
The parents reviewed the recommendation and felt the r esponse was “spot on.”
The parents f urther reported that the teachers und erstood B.U.’s learning style and
were “suggesting . . . accommodations to align with B.U.’s specific needs ,” and they
appreciated the teachers taking on an “active role.” (J-32.)
When Ms. Orr met with S.U. in Januar y 2021, S.U. expressed concerns she had
with teachers not posting grades and the District not tak ing ADHD seriously as a
“disability or dysfunction.” (J-34.)
After a dditional information was gathered , the I&RS and 504 c ommittee
reconvened on February 8, 2021 . Prior to that meeting, Ms. Orr spoke with S.U. by
phone to explain that a 504 Plan provides accommodations, and an I&RS Plan provides
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interventions that allow for teaching the student strategies that they n eed t o b e
successful. S.U. agreed that the I&RS Plan was preferable because the plan would be
reviewed more often and would allow for better up dates to B.U.’s scholastic
development and performance. (J-36.)
During the I&RS meeting, it was re ported that “B.U. was happy with his grades,
and he did not feel stre ssed.” The report also stated that B.U.’s mom is m icro-
managing somewhat because she i s frus trated, not with the teachers, but with the
District’s approach to students that need help staying on task and organizing work. She
admitted it is a str uggle for B.U. to complete assignments that he is not interes ted in.
The Chemistry teacher report ed B.U.’s grades are in the A range , just missed an A+,
and is usually a day ahead in his assignments. The Geometry teacher agreed that B.U.
is usually timely with his assign ments, but he did not hand in a project worth 8% of his
grade. The Spanish teacher had a similar report. Prior to finalizing the plan, the
English teacher reported that the interventions were working, noting: B.U. advocates for
himself and asks for clarification when needed. He also responds quickly to completing
missing work when he is reminded. (J-36.)
Around March 2021, B.U. was offered a student -assistance counselor, in
response to a parent email to Ms. Orr, Dr. Golum , and Ms . Howarth, about mental-
health concerns. The District also no tified the parents that he c ould enroll in Study
Strategies, and provided them with directions on how to request a CST referral, if they
wanted to do that. The parents were also invited to a teacher team meeting to review
the I&RS Plan in April 2021. (J-39.)
At the April 2021 meeting, B.U.’s Chemistry, Math, and History teachers, as well
as the MAP teacher and student counselor , all reported that B.U. was up-to-date with
his assignments. The parents did not attend. At the meeting, the committee found him
eligible for a 504 Plan because strategies were consistently being used , and the
accommodations would be a way to ensure that B.U. had access to them . (J-43; J-44;
J-47; J-48.4) The Dist rict provi ded the parents with the proposed 504 Plan. The
4 Including meeting minutes dating back to October 2020.
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parents then sought an amendment to the current I&RS Plan interventions to “[p]rovide
additional time for work to be completed with no grade p enalization, with in creased
motivation to complete assig nments being the accomplishment (retroactive to January
29, 2021 (beginning of MP3 ).)” (J-50.) The District explained to the parents that the
request can be added to a 504 Plan, but since the reques ted action was not a n
intervention it could not be added to the I&RS Plan. (J-52.) The parents did not agree
to the proposed 504 Plan. (J-55.)
On August 23, 2021, the District was informed that B.U. would be removed from
the District to attend a private school. (J-57.)
Ms. Orr and Marie Wurtemberg (Ms. Wurtemberg) observed B.U. at the pr ivate
school on February 3 , 2022. (R-1.) Ms. Wurtemberg is t he s chool psychologist and
case manager at Ridge . They learned that B.U. utilizes strategies in general-education
classes. During a study-class ob servation, Ms. Or r observed the instructor engaged
with B.U. for about sixteen minutes during a one-hour cl ass in the learning -supports
program. They talked about whether B.U. needed help with college applications or
writing a college essay. B.U. responded that he needed help with “the busywork.” The
teacher offered to make a “chart” listing the work he needed to complete so that each
item could be crossed off when it was done . The chart could also be shared with his
parents. During the visit, Ms. Orr and Ms. Wurtemberg asked the administration for the
curriculum, to see what strategies were being used for students in these classes. They
were referred to the school website, where they did not see strategies or information
referring to strateg ies. The accommodation pl an created by Rut gers Prep did not
include additional strategies that had not already been in place in the District. (R-56.)
Ms. Orr believes that B.U. was offered an appropriate program by the District and
that he made meaningful progress, and B.U. did not require special education.
Marie Wurtemberg has worked at Ridge for seve n years. Ms. Wurtemberg
earned a master ’s degree in psychology a nd educational specialist degree in school
and community psyc hology, and a second master’s degree in educational leade rship.
She has a school p sychologist certificate and supervisor and principal certificates. As
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part of her duties, Ms. Wurtemberg is responsible for psychological a ssessments of
students, counseling, and facilitating IEPs and their development, including monitoring
student progress and adjusting the IEP as necessary.
Ms. Wurtemberg explained that a student is referred to the CST by a parent, a
staff member, or even an outside agency. Typically, a school ref erral comes from the
504 or I &RS team. A parent referral is sent to the director of special services . Here,
after B.U.’s parents referred him to the CST, the District provid ed the parents with
Parental Rights in Special Education (PRISE) literature, a booklet on their rights and the
special-education process. The referral was sent to the CST , which meets regardless
of whether there are any previous implemented inter ventions. The family is contacted,
and a meeting is schedule d. At the meeting, the CST rev iews teacher information,
current functioning in th e classroom , and parent information to determine whether an
assessment is warranted. The parents provided Dr. B rook’s neuropsychology report
diagnosing B.U. with a d isability. If a teacher , for example , finds that a student has
difficulty in the classroom, the team would ask, “how big of an effect did that have in the
classroom and does the stu dent require specialized instruction ?” If the team answers
that specialized instruction is required, then the team would proceed with an evaluation
to determine whether or not there is a disability according to the IDEA.
Ms. Wurtemberg attended the CST identification meeting to , consider the
disability set forth in the parent s’ evaluator’s report; consider if the disability affects the
student’s ability to learn in the current environment; and consider if the student requires
specialized instruction . B.U.’s I&RS Plan was in place at this time. To dete rmine
whether a disability or suspected disability affects the student’s ability to learn, the team
looks at the student’s functioning in the classroom compared to his peers. (P-181.) The
team reviewed Dr. Brooks’ assessment, including the part that was “cut apart and put
together,” and the scores an d recommendations. (P-3.) The committee determined
that the recommendations set f orth b y B.U.’s neuropsychologist could be met in a
general-education setting with interventions. At the identification meet ing the team
determined that it would be appropriate to se e how B.U. responds to the interventions
and a subsequent referral to the CST or the I&RS team could be made, if necessary .
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(J-15.5) After the meeting, S.U. emailed the District saying that it was a “very good
meeting with the child study t eam and special education was not B.U.’s current need.”
(J-16.) No other referral was made to the CST while B.U. attended Ridge.
Ms. Wurtemberg also observed B.U. at the private-school placement. There she
observed and stated similarly to Ms. Orr that during a sixty-minute class, B.U. seemed
to have about sixteen minutes of inte raction with the teacher in the learning -supports
program. The intera ction appeared to be casual. She did not observe any type of
specialized instruction or special education.
For Petitioners
Dr. Gregory Alberts (Dr. Alberts) testified on behalf of th e peti tioners.
Dr. Alberts is a neuropsychologist who obtained his P h.D. in clinical psychology fro m
West Virginia University, and a master’s degree in psychology. He has been in practice
for thirty years. His practice is primarily pediatric based with school-age children, who
primarily have attention problems and executive-functioning impairment . Dr. Alberts
recommends IEPs for a majority of the students he sees, but he could not say whether
a majority of the students with executive-functioning issues have an IEP.
Dr. Alberts evaluated B.U. in the spring of 2021 at the request of his parents, who
reported that B.U. was having academic struggles . Dr. Alberts co nducted a
comprehensive neuro psychological e valuation, and tested performance-effort or
performance-validity measures to gauge whether or not the student put forth an
appropriate effort in th e evaluation , executive-function measure s, and various
academic-achievement measures. Dr. Alb ert’s testing f ound t hat “B.U.’s
responses/ratings reflected no elev ations in any of the exec utive-function domains.”
B.U. endorsed that “often a problem was gen erally related to organization and follow -
thru.” B.U. endorsed “ moderate ne rvousness” associa ted with an upc oming social
event, unrelated to the assessment or schoolwork. He did not endorse any other
5 The District provided written notification to the parents after the CST meeting stating, “the student is not
suspected of having a disability which adversely affects the student’s educational performance, and is not
in need of special education and related services.” (J-15.)
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symptoms associated with anxiety , and B.U. “was feelin g much better at the time he
saw him.” Dr. Alberts stated that “ B.U.’s mothe r endorsed sig nificant concerns of
attention problems and disorganization.” Dr. Alberts found that B.U. ’s “own rating did
not rise to the level of clinical significance; however, he indicated the following: I have
problems finishing long-term projects (o ften); I forge t to h and in my h omework, even
when it’s com pleted (often); I don ’t pla n ahead for school assignments (of ten); my
backpack is disorganized (often).”
Dr. Alberts had a general knowledge of the I&RS process that he learned through
speaking wit h other parent s and teachers. He did not know that B.U. had a current
I&RS Plan in place at the time of the eva luation or that a 504 Plan was recommended.
He did not receive District records, and the only communication he had with the school
was teacher feedback from two teachers that S.U. recommended he contact.6
Dr. Alberts recommended either a 504 Plan or an IEP; and did not recommend a
change to the current classroom curriculum. He also recommended “family support”, to
help “improve [B.U.’s] sleep hygiene”. He further recommended “laboratory studies” to
“look for any potential underlying medical conditions that could influence focused
attention, cognitive stamina ”, and participation in “cognitive behavioral therapy ”, a
structured treatment that focused on s kill devel opment to address B.U.’s functioning
problems. He recommended “Beyond BookSmart”, a coaching to ol to help students
plan, problem solve, and manage and complete projects.
In his report, Dr. Alberts specifically re commended that B.U. h ave “some
structured guidance, str ategy, instr uction to help him sort or synthesize, summarize
what he hears and sees on the whiteboard into written text in his notebook or notepad”,
and a co -taught inclusion classroom placem ent that c onsists of a “regular-education
teacher a nd a spec ial-education te acher”. Dr. Alberts also recommended additional
time on long-term projects, an accommodation to redirect and refocus B.U. in the class,
chunking or breaking up longer-term assignments into small, more manageable parts,
6 One t eacher reported that B.U. is distracted b y smartphone (or similar dev ice)—often. A second
teacher reported that B.U. is distracted by smartphone (or similar device)—sometimes.
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and checking in with B.U. for understanding of assignments an d working with B.U. to
prioritize assignments when appropriate.
Dr. Alberts reviewed reports from Dr. Brooks, Dr. Kathleen McCabe-Odri, a
board-certified behavior analyst (BCBA), and Mr. Cohen, a speech-language pathologist
who e valuated B.U. for assisti ve tec hnology (P -16; P-17; P-18), and incorporated Dr.
McCabe-Odri’s recommendation to also include school-based counseling to facilitate
executive-functioning suppo rt and to promote B.U.’s completion and t urning in of
homework assignments, note-taking, and training.
Dr. Alberts concluded that the issues identified in Dr. Brooks ’ report and the
diagnoses would “very likely trigger an assessment or evaluation to g et to better know
the stu dent.” Dr. Alberts did not k now t hat t he parents were considering a p rivate-
school placement. (P-16.)7
Colleen Pine (Ms. Pine) is B.U.’s former tutor and testified on behalf of the
petitioners. She has a background in Eng lish and j ournalism and worked as a
substitute teac her. Ms. Pine is not a lic ensed teacher but became fam iliar with the
curriculum and issues with ADHD when her own children were students in the Distr ict.
Ms. Pine also joined Parents of Exceptional Child ren (PEC) , a grou p of parents w ho
share stories and who learn “firsthand” from on e another about sch ool-related issues.
Ms. Pine operates a full-time tutoring business. She tutored B.U. from eighth grade until
he left Ridge, once a week. She knew he had ADHD and executive-functioning issues,
but she did not know he was on medication.
In addition to tutoring B.U., Ms. Pine helped him with his application essays for
Rutgers Preparatory and assisted him in drafting email responses to teachers about his
work. They worked on strategies such as chunking assignments and using the District’s
resource, Google Cla ssroom, to break down assignments and set interim due dates .
She found that these strategies helped B.U. a lot. Ms. Pine also reviewed B.U.’s
7 Rutgers Preparatory relied upon Dr. Alberts evaluative report to determine B.U. is a qualified student for
an accommodation plan. (J-56.)
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incomplete assignments and assisted h im in determining which assignments he could
forgo.
Dr. Joe Chodl (Dr. Chodl) is the upper-school principal at Rutgers Preparatory, a
pre-kindergarten-through-twelfth-grade private school. Dr. Chodl has bachelor’s and
master’s degrees in education, a master’s degree in education administration and policy
study, and a doctorate in educational policy studies and administration. Dr. Chodl
explained that the school’s small class size sets it apart from other high schools.
Dr. Chodl acknowledges that Rutgers Preparatory is not an ap proved special-
education school and does not necessarily employ teachers who are licensed or
certified. Dr. Chod l does not know whether the two learning support teachers have
teaching certifications. Students with a learning disability are provided with strategies in
a mainstream setting that teaches students how to prioritize work that needs to be
completed.
During t he admission phase, B.U. took a placement test in Language, Science
and Math and met face -to-face with the learning support te am. Rutgers Preparatory
relied upon Dr. Albert’s neurological assessment to determine that B.U. qualified for an
Accommodation Plan. (J-56.) As part of the accommodation plan B.U. meets with a
learning specialist in the learning-support program seven to eight times each week. The
learning-support program focuses on assignments and prioritizi ng work , bu t the plan
does not apply to every class and the teachers do not have a lot of flexibility or leniency
with homework dates. The pla n i ncludes e xtended tes t time, alternat e test settings,
study guides, notes, supplemental instruction in structured study hall, chunking long
term assignments, prioritizing assignments, utilizing speech to text , and appropriate
seating. (J-56, 58.) B.U. has a college counselor, but he does not have an emotional-
support counselor.
Dr. Chodl did not revi ew District plans, and he did not know that B.U. received
support through an I&RS Plan or that a 504 Plan was proposed.
The school measures the success o f the strategies by report-card grades.
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B.U.’s final fall-semester grades consisted of a C+ in Physics, a B in Economics, a B+ in
Algebra and Music Theory, and an A- in English. (P-27.)
Dr. Chodl primarily observed B.U. during the upper school student meeting held
daily each morning in the gym. His knowledge of B.U.’s school performance is based
on conversations he had with his teachers, advisors and grade deans. Dr. Chodl did
not instruct B.U. and was not part of the learning support team.
S.U. testified that after B.U. was cleared f rom his concussion symptoms, she
noticed more difficulties in his executive-functioning than he had before the concussion.
He was also easily overwhelmed, stressed, anxious, and depressed.
At the start of B.U.’s freshman year, S.U. reporte d to the District that she was
“not quite sure what to expect from his cognitive abil ities.” S.U. me t with the school
administration to discuss her concerns and agreed to “let this first marking period flush
out, and then, you can exp ect that you’ll hear from me at the end of that first marking
period to have him evaluated for IEP to see where he stands.” (P-4.)
Near the end o f the freshman fir st marking period , S.U. received Dr. Brooks’
neurological report and requested an evaluatio n for special educati on and an i nterim
504 Plan. (P-3.)8 The request sought supports for executive-skills to facilitate B.U.’s
homework completio n, teachers who are “interesting, organized, consistent a nd non -
mercurial and approachable ,” and a class schedu le with his hardest classes in the
morning, and English and Biology not scheduled back-to-back. (P-5.)
S.U. acknowledged th at special education was not B .U.’s current need, and she
agreed to an I&RS Plan, although S.U. thought it was “strange” when the District said
having an IEP would make him a special-education student. The parents received
written notificatio n from the District and received the Parent al R ights in Special
Education (PRISE) materials. (P-5; P-9; J-15; J-16.)
8 S.U. reported “[a]s a child B.U. was a ‘voracious reader’ and had no trouble reading through a 300–500-
page book in just a few days.’” Over time, B.U. h as become externally distracted by h is cell phone and
other electronic devices. “I’d love to see him get back into reading.” (P-3.)
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S.U. understood that t he I&RS Plan was to improve homework completion, and
“[she] made it clear [that] [she] wanted it to be known” that B.U. had ADHD and there
would be “some level of understanding and leniency .” In her vi ew, grades should be
based on “what’s handed in, [not] when it’s handed it in.” S.U. did not realize from the
onset that “all the onus was still being put on B.U.,” and there was “not a support system
around teaching him the skills necessary that were causing the deficit for the work to be
missing to begin with.” S.U. acknowledged that the accommodations recommended by
Dr. Brooks were implemented in the I&RS Plan. (P-8.)
Three months after th e I&RS plan was i mplemented it became clear to t he
parents that it was not working. The parents wrote to the District to let them know that
B.U. does not hand in his work and he received many zeros. It was also reported that
some teachers did n ot allow credit for late homework, and that B.U. had “no motivation
to complete . . . the homework.” (P-9 at 126; Tr. at 37.) S.U. “constantly” asked B.U. if
he handed in his homework and B.U. would say he “thinks he handed in the work . . .
and he doesn’t understand why there is a zero.” (Tr. at 38, 42; J-7 at 125.9)
At a later point, S.U. became more frustrated knowing that the District did not feel
that B.U.’s issues were significant enough to qualify for a 504 Plan when she knew the
I&RS Plan was not working. She asked Dr. Brooks to o btain a rating scal e from the
teachers. She agreed that Dr. Brooks determined that “the . . . scores were primarily in
the average range, and that the individual scores sugg ested a pattern of regression to
the mean an d difficulti es w ith working memory, pl anning/organizing, shifting and
initiation of tasks.” (P-8.) Even though Dr. Brooks recommended the implementation of
a 5 04 Plan, t he parents agreed that t he I&RS included the accommodations that
Dr. Brooks suggested, plus two others that they suggested about B.U.’s class schedule
and participation in the MAP program. (P-8.)10
S.U. testified that she thoug ht the MAP p rogram would consist of learning
executive-functioning skills. Instead of teaching s trategies to complete work , including
9 B.U. earned: Algebra A; Biology B-; English B-; Global History B-; Health A-; Intro Law B+; Spanish II
B, for final year grades.
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planning and preparation skills, she found through email exchanges between Dr. Golum
and the teachers that he helped B.U. figure out which work he could bypass. (Tr. at 85.)
An October 2020 meeting with the District took place to determine B.U. ’s
eligibility for a 504 Plan, and it was denied again. S.U. explained after that “it never
occurred to me” to request an evaluation, especially because “I can’t get a 504 Plan.”
In January 2021 , S.U. had an email exchange wit h Ms. Howarth about her
frustration and concerns about gra des not being posted, and teachers who had stri ct
policies about late homework—within one week after the due date. (P-11 at 164.) S.U.
also had concerns for long-term assignments , like a five-month History assignment
where B.U. did not get specific help managing it. S.U. observed B.U. at home, “crying,
deep depression, completely disengaged, disconnected, apathetic.” Then on March 8 ,
2021, S.U. wrote to the District, including Dr. Golum, the school psychologist, reminding
them that B.U.’s deficiency does not require just extra time, which she perceived he was
being provided with, but rather time management. In response, S.U. testified that Dr.
Golum r ecommended during a phone conference that the parents “consider . . .
step[ping] back and . . . let[ting] [B.U.] fail.”11
The District again proposed to convene a 504 Plan committee to review eligibility.
(J-39; P-7.) By this time, petitioners had signed a tuition contract with Rutgers
Preparatory.
S.U. determined that B.U. needed an additional evaluation and classroom
observation. She h ired an independen t obse rver, Dr. Ka thleen McCabe-Odri. Dr.
McCabe-Odri observed him in a dis tance-learning setting on April 28, 2021 , and in the
classroom on June 3, 2021.
10 S.U., in an email to the District describes the testing results found B.U.’s ADHD to be “significant.” (J-
23.)
11 In the email, S.U. stated, “[i]nitially in my gut I unde rstood what she was saying, and it made sense. I
am a huge proponent of failing forward.” S.U. believed here that when you make the inte ntional decision
to allow someone to fail it’s best to do it in a safe environment where there are supports in place t o teach
him how to rise from the fall. (P-12 at 184.)
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At the end of August, 2021, S.U. notified the District that B.U. would attend
Rutgers Preparatory. S.U. acknowledged that the parents did n ot ask for a referral to
the CST and they did not agree to the proposed 504 Plan.
B.U. started Rutgers Preparatory for his junior year. According to the parents, he
has progressed socially and emotionally, and continues to work on improving his
academics. She feels B.U. b enefits from its small cla ss sizes a nd stronger , more
individualized support.
After placing B.U. at R utgers Preparatory, the parents did not have further
discussion with the District in regard to B.U.’s education.
FINDINGS OF FACT
It is my obligation a nd responsibility to weigh the credibility of the witnesses in
order to make a determination. Cr edibility is the value that a factfinder gives to a
witness’s testimony. The word contemplates an overall assessment of a witness’s story
in light of its rati onality, internal consiste ncy, and m anner in which it “hangs to gether”
with other evidence. Carbo v. Unite d States , 314 F.2d 718, 749 (9 th Cir. 196 3).
Credible testimony has been defined as tes timony that must proceed from the mouth of
a credible witness, and must be such as comm on experience, knowledge, and common
observation can accept as probable under the circumstances. State v. Taylor, 38 N.J.
Super. 6, 24 (App. Div. 1955) (quoting In re P errone’s Estate, 5 N.J. 514, 522 (1950) ).
In assessing credi bility, the interests, mot ives, or b ias of a witness is relevan t, and a
factfinder is expected to base deci sions of credibility on his or her common sense,
intuition, or experience. Barnes v. United States, 412 U.S. 837 (1973). Credibility does
not depend on the number of witness es, and th e finder of fact is not bou nd to believe
the testimony of any witness. In re Perrone’s Estate, 5 N.J. 514.
In determining credibility, it is clear that District employees support the program
they developed for B.U. and provided him with appropriate supports to reach his goa ls
to improve executive functioning and increase homework completion. Stephanie Orr,
District child study team supervisor an d coordinator of 504 and I&RS plans, and Marie
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Wurtemberg, school psycholog ist and case manager, testified credibly and knowingly
about the District programs and the in terventions and supports provi ded to B.U. while
he was a stu dent in the District. They reviewed teacher feedback, and records that
included an evaluation report b y petitioners’ evaluator, Dr. Brooks , to a ssess B.U.’s
needs to support his educati on. The District incorporated Dr. Brook s’ diagnosis and
suggested supports into the I&RS Plan while diligently and consistently monitoring and
modifying the plan when necessary or requested by the parents. Furthermore, both Ms.
Orr and Ms. Wurtemberg provided testimony that was consistent with that of th e other
as to their observations and the evaluation of B.U.’s program at Rutgers Preparatory.
S.U. testified on behalf of her son, B.U. It was clear from her testimony that she
and her husband wanted to ensure that his learning environment s ufficiently responded
to his needs. To her credit, when B.U. was about to enter high school, S.U. expressed
her concerns to the Dist rict about the concussion he suffered that disrup ted his
schooling during the last part of his eighth-grade year. Since that time, she observed
executive-functioning issues that B.U. displayed in grammar school , had become more
significant. She also felt he wa s easily overwhelmed, stre ssed, anxious , and
depressed.
However, S.U.’s testimony and reports to the school were contrary to the
determinations made by petitioner’s evaluators, teacher feedback, and the BRIEF
scores that Dr. Brooks interpreted at S.U.’s request after insisting at the conclusion of
his freshmen year that the District needed more d ata to get a bett er look at what she
saw as B.U.’s se vere challenges . Instead, B.U.’s teachers re ported that B.U. was
progressing a nd the i nterventions we re working, even better in th e classes that B.U.
found more interesting and engaging. Teachers also reported that B.U. reported to his
counselor that he was happy with his school performance, earning all As and Bs for his
final grades, and he did not feel overly anxious. S.U. could not explain why the parents’
indicated agreement to the I&RS Plan if they did not believe, as she testified, that it was
appropriate, and did not ap peal any of the Board’ s decisions or request a secon d CST
meeting.
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Furthermore, her allegation that B.U. is unable to complete his homework and
that this inabilit y is evidence of a disability requiring classification for specializ ed
education is not supported by the record, which shows that he routinely completed all of
the assigned homework in a timely manner in some courses, and he completed a partial
amount of the assigned work in others. Moreover, as documented in District records,
the student himself admitted to not wanting to do all of his homework assignments,
especially “busywork.” In addition, there was no evidence in the recor d, including from
the parent evaluators, that B.U.’s ADHD and unspecified anxiety disorder diagnosed by
the paren t evaluator adversely affe cted his ability to learn course content , requiring
specialized education. Furthermore, B.U. continued to meet the desired outcome of the
plan to improve homework completion , and the parents agreed, B.U. is not receiving
specialized instruction at his new school.
Even though S.U. spoke frequently of an alleged di agnosis for depression , her
testimony was not supported by a medical professional. In addition, despite reports
from parents, evaluators, and teachers about B.U.’s excessive use of electronic devices
that distracted him in class, and as Dr. B rook’s report indicated, dissuaded his once
voracious reading habit, an d disrupted his sleep, there was no explanation from the
District or his parents as to why his excessive cell phone and social-media use was not
limited.
In addition, S.U.’s testimony about B.U.’s school p erformance was contrary to
that of Dr. Alberts, whom the parents hired to conduct an evaluation of B.U. in spring
2021, who testified on petitioner s’ behalf. Although Dr. Alberts conducted testing, he
did not test ify thorou ghly ab out the results of th e testing other than to explain t hat
“B.U.’s mother e ndorsed significant concerns of attention problems and
disorganization,” whereas Dr. Albert found that B.U.’s “o wn rating did not rise to the
level of clinical significance.” He also reported that B.U. “was feeling much better at the
time he saw him.” His conclusions mirrored the District’s plan in place to support B.U.’s
executive-functioning and homework complet ion, even though h e was unaware that
B.U. had an I &RS Plan and that a 504 Plan was pro posed around the t ime of his
evaluation. The parties do not dispute that except for Dr. Brooks, Dr. Albert’s evaluation
took place after the parents signed a tuition co ntract with the out -of-district school, and
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his evaluation report,12 was not provided to the District when decisions regarding B.U.’s
education were being made.
Ms. Pine, B.U.’s former tutor, who is not a licensed teacher and was hired by the
parents to tutor B.U., testified credibly that she uses strategies similar to those used by
the District to improve B.U.’s executive-functioning skills and homework completion, and
she found these supports to be working well for B.U..
Dr. Chodl, the superintendent of Rutgers Preparatory, also testified on behalf of
the petitioners. He testified credibly as to the resources available to students who need
educational support and acknowledged that the school is no t approved by the State of
New Jersey to provide services for students with disabilities. Dr. Chodl was not aware
that an I&RS Plan was in p lace for B.U. , or that a 504 Plan was proposed . He
unknowingly testified in support of the Distric t by describing his school’s learning-
support class in a mainstream setting that incorporated supports similar to those offered
in the program the parents complained of at th e District, although this school could not
apply supports for B.U. in every class, and the school did not provide a school
assistance counselor . In addition , except for administering a placement test, Rutgers
Preparatory did not evaluate B.U. for special education. Dr. Chodl did not instruct B.U.
and was not part of the learning support team.
Based upon due consideration of the testimon ial and documentary evidence
presented at this hearing, and havin g had the opportunity to observe the d emeanor of
the witnesses and assess their credibility, I FIND the following as FACTS:
S.U. and M.U. are the parents of B.U., a student at the District’s high school from
2019 to 2021. During his eighth-grade year, B.U. sustained a concussion while playin g
sports. B.U. was evaluated by Jill Brooks, Ph.D., and a 504 Plan was implemented as a
result of the concussion.13 Thereafter his medical c ondition resolved, and the 504 Plan
12 Neurological assessments were conducted and reports were issued by Dr. Gregory Alberts dated May
28, 202 1. In addition to neurolog ical assessments by Dr. Brooks and Dr. Alberts, petitioners hired
Kathleen McCabe -Odri, BCBA, who issue d a report dated July 28, 202 1 and Mr. Cohen , a speech-
language pathologist who issued a report dated August 17, 2021.
13 Jill Brooks, Ph.D. did not appear and testify, accordingly the content of her report is hearsay.
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did not follow B .U. into high school the next year. B.U. began his freshman yea r in
September 2019 at Ridge . Just before the school year began , B.U. underwent a
second evaluation with Dr. Brooks, who diagnosed B.U. with ADHD and unspecified
anxiety disorder. That report was provid ed to the District in late November 2019 , in a
partially redacted form. Around the same time, at the request of the parents B.U. was
referred to the chil d study tea m. The parents were pro vided with a q uestionnaire and
the District gathered additional records, along with teacher feedback.
The District conducted the I&RS meeting , and proposed an I&RS Plan that was
regularly monitored a nd adjusted to as sist B.U. in comple ting his homework and
improving his executive-functioning skills, that included recommendations made by the
parent evaluator. The I&RS Plan contained interventions to chunk long-term
assignments and provide intermitt ent due dat es or check-ins throughout the length of
the assignment; encourage the use of the tutorial center to co mplete work an d receive
extra help as needed; and redirect and refocus in-class attention to ensure that B.U. is
getting all pertinent information. The plan also included proposed interventions at home
such as e ncouraging the completion of homework and providing positive reinforcement
for the completion and submission of homework. The plan included Genesis, a Google
program, an online record of teacher assig nments and teach er feedback viewable to
B.U. and his parents. B.U. was also placed in the MAP class, that specifically works on
executive-functioning, organizational skills, and self-advocacy.
Shortly thereafter, the CST met, with the parents, and determined that B.U. did
not need t o b e evalu ated, he was best supported b y an I&R S Plan, and he did not
require specialized education. (J-16.)
In March 2020, virtual learning began for all students. Th e April 2020 Teacher
Distance Learning Feedback indicated that B.U. missed some homework assignments
in each class, except for Algebra, where he was up-to-date and had an A average. The
notes also indicated that B.U. was advocating for himself and commun icating with his
teachers. (J-21; J-22.)
In May 2020, S.U. emailed the District to share her “ frustration and
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disappointment” with the I&RS Plan. The District informed the parents of its willingness
to reevaluate B.U. for a 504 Plan. (J-23.) Teacher feedback indicated that B.U. was
up-to-date on all assignmen ts in Math and h ad an A average. In Biology, B.U. had a
few missing assignments, and he was commun icating with his teacher about the work.
In English, it was reported that there had been some m issing assignm ents, and B.U.
was in contact after collecting and evaluating the data , which also in cluded parent
feedback in additio n to teacher feedback , the I&RS Plan continued and S.U. would
attend the MAP class and take Study Strategies class in tent h grade. (J -29.) It was
determined that B.U. did not need “checking for understanding of content and extended
time, which would be b etter implemented in a 504 Plan”. (J -25; J-27.) B.U. finished
ninth grade with all As and Bs in general-education classes. (J-30.)
The parents agreed with the I&RS Plan, and even made a specific request for the
plan to continue in tenth grade. (J-29.)
On or abou t May 18, 2 020, the District cooperated with the parent’s request to
collect data for a BRIEF test. The pa rents believed it would “further expose the
executive-function challenges B.U. faces and perhaps will give . . . the Distr ict better
data t o work with for B.U.’s needs for next y ear.” (J-25.) It did not. Dr. Brooks
interpreted the BRIEF scores and determined that “the . . . scores were primarily in the
average range, and the individual scores suggested a pattern of regression to the mean
and diffi culties with working memory, pla nning/organizing, shifting and i nitiation of
tasks.” (P-8.) Dr. Brooks found far fewer executive-functioning issues in Math, Science
and Spanish, noting th at without the i nterest and motivation that B .U. exhibits in those
three classes, his attention “w anes and executive skill challe nges are more pr ominent.”
The accommodations outlined in the BRIEF report had been previously incorporated
into the I&RS Plan that the parents agreed to at the last meeting.
Soon afte r tenth grade began , the District informed the parents that teachers
reported that B.U. was rushing through his assignments “just to get them done”. The
District rec ommended shorter, sp ecific due dates for secti ons, and a ch oice to work
individually inste ad of w ith a group. The paren ts responded that these
recommendations were “spot on.” (J-32.)
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By the third quarter of B.U.’s sophomore year, the parents expressed concern for
teachers not postin g grades and B.U.’s mental health. (J-34.) The District offered to
include counseli ng in B.U.’s plan , and informed the teachers about the import ance of
consistently posting grades, as a checks and balance for students with ADHD that helps
to manage missing assignments. The Dis trict als o met in February 2021 to review
teacher feedback and data to determine whether B.U. would stay with an I&RS Plan or
be eligible for a 504 Plan. (J-35.) B.U.’s Chemistry teacher report ed that B.U. earned
an A and had just missed an A+ the prior marking period and was “usually a day ahead
with assignments .” The Geometry teacher agreed that B.U. was usually timely w ith
assignments, although he opted not to turn in a project that was worth 8 percent of his
grade even after receiving modifications. The Spanish teacher had a similar r eport, as
did the English teacher, who added that B.U. advocate d for himself and ask ed for
clarification when necessary. Counselor Capozzi reported that B.U. was happy with his
grades and did not feel stressed. The parents admitted that it was a struggle to get B.U.
to complete assignments that he was not interested in. (J-35; J-37.)
The following month , S.U. reported that B.U.’s moti vation to perform and
complete the work was at an all-time low. The parents resisted what they described as
Dr. Golum’s consideration for them “to step back and let B.U. fall and fail”. (J-39.) By
March 24, 2021, the parents signed a tuition contract with Rutgers Preparatory. (J-42.)
In April 2021, the District developed and recommended a 504 Plan to incorporate
the ac commodations and interventions. The parents did not accept or reject t he 504
Plan, and instead asked for a revision to the I&RS Plan. (J-43.)
For tenth grade, B.U. earned As an d Bs, except in Principles of Marketing, he
earned a C+. (J-48.)
In August 2 021, the parents notified the District that B.U. would attend Ru tgers
Preparatory in the fall.
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Rutgers Preparatory did not evaluate B.U. for special education and related
services. For his first semester, B.U. earned a C+ in Physics, B in Economics, B+ in
Algebra and Music Theory and an A- in English.
It is also not in di spute that B.U. never received special education and related
services while a student at the District or after he enrolled at Rutgers Preparatory , and
no challenge was filed by the parents to the I&RS Plan, the 504 determina tions, or the
decision not to ev aluate for special education and related services during the time B.U.
attended the District school.
I further FIND that the District’s determinations to provide B.U. with an I&RS Plan
and to subsequently propose a 504 P lan incorporatin g the int erventions that B.U .
needed to succeed in general education were fully supported by the record, and there
was no proof or indication that it was necessary to evaluate B.U. for special education.
The Distr ict’s decision wa s c onsistent with documentary evidence, such as teacher
feedback, student records and grades, and petitioners’ private evaluators’ reports, and
with testimony, including that of the principal of B.U.’s new school, the former tutor, and
petitioners’ evaluator, Dr. Alberts.
LEGAL ANALYSIS AND CONCLUSIONS
The issue is whether the District violated the IDEA ’s child-find requirements by
not evaluating a high -school student, who was diagnosed with ADHD and unspecified
anxiety disorder, and classifying the student for special education an d related services,
thereby failing to pr ovide the student with a free and appropriate public education
(FAPE) under the Individuals with Disabi lities Education Act. The District provided the
student with an I&RS Plan containing interventions and supp orts and recommend ed a
504 Plan.
State and federal laws require local public-school districts to identify, classi fy,
and provide a free and approp riate public educ ation to c hildren with a qualifying
disability(ies) who have a need for speci al education and related services . 20 U.S.C.
§ 1412; N .J.S.A. 18A:46 -8, -9. The child -find obligation requires s chool districts to
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identify, locate, and evaluat e students reason ably suspe cted of a disability under the
IDEA and § 504 of the Rehabilitation Act within the district. See J.M. v. Summit City Bd.
of Educ., 77 IDEL R 224 (D.N.J. 2020 ), aff’d, 2022 U.S. App. LEXIS 18378 (3 rd Cir.
2022), stating that I&RS are interventions or accomm odations in general education,
while special educatio n usually include s a modifi cation of curriculum that can a lso
require students to be removed from the general-education setting.
The IDEA sets up a three-part test for dete rmination of eligibility: (1) the student
has o ne or more of the disabilities d efined in N.J.A.C . 6A:14 -3.5(c)1 -14; (2) the
disability adversely affects the student ’s educational performance; and (3) the student
needs special education and related servic es. H.M. v. Hadd on Heights Bd. of Educ.,
822 F. Supp. 2d 439, 450 (D.N.J. 2011) . The use of the conjunction “and” means that
all three c riteria must be met. In tur n, special education is defined in accordance with
the IDEA as “specially designed instruction . . . to meet the unique needs of a child with
a disability.” 20 U.S.C. § 1401(29); N.J.A.C. 6A:14-1.3. “Specially designed instruction”
is defined as
adapting, as appropriate to the needs of an eligible child
under [the IDEA], the content, methodo logy, or delivery of
instruction—(i) To address the unique needs of the child th at
result from the child’s disability; and (ii) To ensure access of
the child to the general curriculum, so that the child can meet
the educational standards within the jurisdi ction of the publ ic
agency that apply to all children.
[34 C.F.R. § 300.39(b)(3) (2022) (emphasis added).]
Interventions may be provide d before re ferring a student for special -education
evaluations. Schools ne ed not rus h to judgment or immediately eval uate where a
student demonstrates academic progr ess. D.K. v. Abington Sch . Dist., 696 F.3d 233,
249 (3d Cir. 2012).
School districts are required to utilize strategies and interventions in the general-
education classroom prior to refe rring the student f or an evaluation. N.J.A.C. 6A:1 4-
3.3(b) provides:
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Interventions in the general education settin g shall be
provided to students exhibiting academic difficulties and
shall be utilized, as appropriate, prior to referring a s tudent
for an evaluation of eligi bility for special education and
related services.
The District began the I&RS process after par ents reques ted accommodations
and responded to pe titioners’ request to evaluate B.U., which included a CST meeting
that determined that B.U. did not have a qualifying disability that demonstrated a need
for specialized instruction. The evidence demonstrated that the Board comprehensively
considered the da ta that was collec ted during the RTI pr ocess, as well as the parent
evaluator’s findings, and provided interventions to B.U. i n general education to address
his d ifficulties with executive-functioning and homework completion. These supports
included a MAP class where gener al-education students work on executive -functioning
and organization skills, self-advocacy, and a study-skills class.
It is o nly when those pr ogressive interventions are unsu ccessful in allowing the
student to access the gener al curriculum that the student may b e further evaluated for
special educati on. The District team appropriately monitored B.U.’s progres s and
implemented increasing interventions in the general education setting when necessary
to support B.U. and to addres s concerns raised by the par ents. Here, the evidence
demonstrates that B.U. benefitted from the interventi ons put in place in his gener al-
education classes, and both the D istrict and the parents’ private evaluators agreed that
he did not display academi c challenges that would requir e specialized instruction.
Moreover, while B.U. was a student at the District, the further evaluative reports did not
in any w ay diminish the D istrict’s under standing of the s tudent’s ne eds related to
executive-functioning and homework completion.
Even th e testimony of parent’s expert, Dr. Alber ts, supports the District’s
recommendations for B.U. and acknowledged that he does not need special edu cation.
Ridley Sch. Dist. v. M.R. , 680 F .3d 260, 272 (3 d Cir. 2012 ) (there was n o chil d-find
violation where the district addressed the student’s needs an d provided interventi on
before rushing to special-education identification); see also J.M. v. Summit, 77 IDELR at
20 (even if the studen t had a diagnosed disa bility at the time, the district had a
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reasonable bas is to determine that the student d id not need special educatio n; on
appeal citing W.A. v. Hendrick Hudson Cent. Sch. Dist., 927 F.3d 126, 145 (2d Cir.
2019) (finding no child-find violation where “there was no reason to suspect that special
education was n eeded to remedy [the child ’s] disability ”). J.S. v. Green Brook Twp.
Pub. Sch. Dist., 2020 U.S. Dist. LEXIS 224025 (D.N.J. Nov. 30, 2020) (the IDEA does
not require a district to evaluate every struggling student).
Having a learning disability is not necessarily the cause of a high-school
student’s struggle with executive-functioning skills and homework completion that must
be addressed with specialized education and related services.
I CONCLUDE that B.U. did not have an eligible disabilit y that re quired
specialized education and related se rvices. The District responded and provided B.U.
with appropriate supports and interventions and he made academic pro cess in general-
education c lasses while he was a student at the Distri ct. B.U.’s solid perform ance
documented in his report cards in general-education classes, in addition to the data and
feedback from teachers, parent evaluators, and the student himself, provided a
preponderance o f sufficient e vidence that he did not requi re any a daptations in
methodology or de livery of instruction to meet the general-education standard s for all
District students. Furthermore, B.U. is no t receiving special-education services at his
new school , and while he w as a student in the Dis trict the parents did not file a
challenge to th e I&RS Plan or the 504 Plan o r the determination not to eval uate f or
special education and related services durin g the course of his education, even though
they were provided with sufficient notices of their appeal rights and the PRISE booklets,
and they were fully aware of their right to do so.
Even if the additional evaluations secured by the parents reported concerns with
B.U.’s progress, th ose evaluations took place after B.U. was scheduled to be removed
from the District and were never provided to the District, or communicated to the District
at the time decis ions w ere made regarding B.U.’s academic supports , and are not
relevant. A child-find issue should b e based upon the i nformation and resources
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possessed by the district at the time of the evaluation and decision making. Ridley, 680
F.3d at 271.14
Accordingly, I CONCLUDE that the District’s decision not to evaluate B.U. for
special education was appropriate and co nsistent with the law. I CONCLUDE that the
District has establish ed by the prepon derance of the credible evide nce that it has
satisfied its child-find obligations and the requirements of the law by providing B.U. with
appropriate academic supports and interventions to assure his academic success, in an
I&RS Plan and pr oposing a 504 Plan, and he made academic progr ess. I further
CONCLUDE that t he preponderance of the credible e vidence does not support that
B.U. requires specially designed instruction.
Petitioners also seek reimbu rsement for their voluntary placement of B.U. at
Rutgers Preparatory.
Parents who withdraw their child from pu blic school and unilaterally place t he
child in a private placement may be entitled to reimbursement.
If parents believe that the school dist rict is not pro viding a
FAPE for their child, they may unilaterally remove him from
the school, enroll him in a d ifferent school, and seek tuition
reimbursement for the cost of the alternative placement .
[Mary Courtney T. v. Sch. Dist., 575 F.3d 235,] 242 (citing 20
U.S.C. § 1412(a)(10)(C) an d Sch. Comm. of B urlington v.
Dep’t of Educ., 471 U.S. 359, 374, 105 S. Ct. 1996, 85 L. Ed.
2d 385 (1985)). Parents who change their child’s placement
without the consent of state or local officials, however, “do so
at their own fin ancial risk.” Burlington, 471 U.S. at 3 73–74.
A court may grant the family tuition reimbursement only if it
finds that the school di strict faile d to provide a FAPE and
that the alternat ive private placement wa s appropriate. See
Florence Cnty. Sch. Dist. Four v. Carter, 510 U.S. 7, 15–16,
114 S. Ct. 361, 126 L. Ed. 2d 284 (1993).
14 Other private evaluator reports referenced b y Dr. Alberts, in his report, were also not provided to the
District to consider prior to B.U.’s transfer. Moreover, other than Dr. Alberts, the evaluators, including Dr.
Brooks, who made the diagnosis of ADHD and unspecified anxiety disorder, did not tes tify, and the
references in their reports are hearsay.
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[Munir v. Pottsvil le Area Sch. Dist. , 723 F.3d 423, 42 6 (3d
Cir. 2013).]
The District bears the burden of demonstrating that it co mplied with the IDEA in
deeming B.U. to be ineligible for special-education services because he did not require
specialized education. M.B. v. S. Orange/Maplewood Bd. of Educ. , 2 010 U.S. Dis t.
LEXIS 78163 *17 (D.N.J. Aug. 3, 20 10), but the petitioners bear the burden of showing
that R utgers Preparat ory was an appropriate educational place ment if the District
indeed failed to provide FAPE. W. Windsor-Plainsboro Reg’l Sch. Dist. Bd . of Educ. v .
J.S., 2005 U.S. Dist. LEXIS 25855 (D.N.J. October 28, 2005); Molly L. v. Lower Merion
School District, 194 F.Supp.2d 422, 429 (E.D.Pa. 2002). A private-school placement is
appropriate if it “provides signi ficant learning” and “confers a mean ingful benef it.”
Lauren v. DeFlaminis, 480 F.3d 259, 276 (3d Cir. 2007).
It is undisputed that B.U. did not receive special-education services while at the
District and he is not receiving special education at his new school. Moreover, B.U.’s
parents had already de cided to enroll B.U. at Rutgers P reparatory in M arch 2021, and
never responded to the District’ s 504 Plan proposed in April 2021 . In doing so, they
failed to fully participate in the collaborative process wi th the District in developing a
plan for the 2021 –2022 school year. Accordingly, I CONCLUDE that the parents are
not entitled to reimb ursement for the unilat eral placement of B.U. at Rutgers
Preparatory. Furthermore, having c oncluded that B.U. was not de nied a free
appropriate public educa tion by the D istrict, I further CONCLUDE that the pet itioners
are not entitled to an award of compensatory education.
I CONCLUDE that the Distr ict did not fail petitioners in its child-find obligations
and that the preponderance of the credible evidence supports its decision not to classify
B.U. under the IDEA. I further CONCLUDE that the District has met its burden of proof
that the I&RS Plan and then the 504 Plan proposed by the District for the 2019–2020
and 2020–2021 school years were appropriate to support B.U.’s education and assure
his academic success, and he made academic progress. I CONCLUDE that an out-of-
district placement was not appropriate or necessary for B.U. to access his education.
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Accordingly, the petitioners’ request for reimburseme nt of their volunt ary placement of
B.U. at Rutgers Preparatory School and compensatory education shall be DENIED.
ORDER
I ORDER that the petitioners’ complaint for due process be DISMISSED.
This decision is final pur suant to 20 U.S.C. § 1415(i)(1)(A) a nd 34 C.F.R.
§ 300.514 ( 2022) and is appealable by fi ling a complaint and bri nging a civil acti on
either in the Law Division of the Superior Court of New Jersey or in a district court of the
United States. 20 U.S.C. § 1 415(i)(2); 34 C.F.R. § 300.516 ( 2022). If the parent or
adult student feels that this de cision is not being full y implemented with respect to
program or serv ices, this concern shou ld be communicate d in writing to the Director,
Office of Special Education Programs.
August 9, 2022
DATE MARY ANN BOGAN, ALJ
Date Received at Agency
Date Mailed to Parties:
MAB/nn
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APPENDIX
WITNESSES
For Petitioners:
Dr. Gregory Alberts
Colleen Pine
Dr. Joe Chodl
S.U.
For Respondent:
Stephanie Orr
Marie Wurtemberg
EXHIBITS
Joint:
J-1 504 Plan, dated April 18, 2019
J-2 Feedback / William Annin School
J-3 MAP scores
J-4 Middle school grades
J-5 Parent questionnaire, December 2019
J-6 NJAC & Parental Rights Books
J-7 Grade Book / Genesis
J-8 Minicozzi anecdotal report
J-9 Cascarelli feedback
J-10 Invitation for Initial Identification and Evaluation Planning meeting
J-11 Meeting minutes, dated January 14, 2020
J-12 Eligibility review, dated January 14, 2020
J-13 Email from Howarth to teachers
J-14 IR&S Action Plan
J-15 I&RS Meeting evaluations not warranted
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J-16 Email from S.U. to Howarth
J-17 Email from Howarth to parent addressing parental inquiry
J-18 From Capozzi to parents
J-19 Kohut feedback
J-20 Reply email from Howarth to Parents, dated April 30, 2020
J-21 Teachers’ feedback re: distance learning
J-22 Email from Capozzi to parents and M.U. response, dated May 1, 2020
J-23 Email from Howarth to parent to set up a meeting to review B.U.’s plan
and 504 eligibility
J-24 M.U. email request Zoom meeting
J-25 Partial email from S.U. with requests for meeting
J-26 Updated I&RS Plan 2020-2021
J-27 504 Notification to parents
J-28 Notice of Determination and updated I&RS Plan to teachers
J-29 Confirmation from Howarth re: plan and review October 2020
J-30 Report cards
J-31 Letter re committee meeting
J-32 Email from Howarth and parent response re update I&RS
J-33 Email correspondence between BU and Laurel Veil regarding extra help
J-34 Emails from Stellitano to parents
J-35 Meeting minutes, dated October 26, 2020
J-36 Meeting minutes, dated February 8, 2021
J-37 Email from Howarth to teachers
J-38 Email from Vail to parent regarding tutorial for US History
J-39 Email from S. Orr to parents
J-40 Email from Vail to Golum regarding Social Studies tutorial
J-41 Essays written by B.U.
J-42 RPS enrollment contract
J-43 Meeting minutes, dated April 5, 2021
J-44 504 Plan sent to parents
J-45 Email from Howarth to Mitchell regarding draft 504
J-46 Email correspondence between Howarth and parent regarding draft 504
J-47 Running document feedback
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J-48 Marking period 2 feedback
J-49 Email from Capozzi providing an update on B.U.
J-50 Email from S.U. requesting amendment to I&RS plan
J-51 Email from S.U. requesting confirmation of amendment
J-52 Email from S. Orr to S.U. in response
J-53 Observation Note – by Stephanie Isaacson
J-54 Report Card by Marking Period
J-55 B.U. transcript 2019-2020 and 2020-2021
J-56 Rutgers Accommodation Plan
J-57 Parents notice to District advising of B.U.’s unilateral placement
J-58 Letter by Sara Nardulli, Director of RPS reflecting accommodations
provided to B.U.
J-59 District’s response letter to notice of unilateral placement.
J-60 Email from parent to Jean providing copies of assessments.
J-61 Amended Petition for Due Process
J-62 District’s Answer to Due Process
For Petitioner:
P-2 William Annin MS-504 related, spring 2019
P-3 Neuropsychological Assessment of Dr. Jill Brooks , dated July 25 and 29,
2019
P-4 Parent-Introductory and correspondence from parent raising 504/ Parent -
teacher correspondence, dated September 4, 13 and November 26, 2019
P-5 Parent referral for an evaluation, dated December 4, 2019
P-6 Emails between B.U. and teachers, 2019-2020
P-7 Emails between Ridge and District Staff discussing referral, level of
support for B.U. and addressing questions raised by staff, various dates
P-8 Letter from Dr. Jill Brooks to Carrie Capozzi f ollowing 2019 update to
assessment, dated July 6, 2020
P-9 Emails between parents and Ridge Staff -B.U.’s struggles, requests
support, works with sch ool, follow u ps on missing assignments dated
January 16 through June 10, 2020
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P-10 Emails between Parents and Teachers about missing assignments and
strategies, dated September 23 and February 11, 2020
P-11 Emails between Parents -Ridge Sta ff and District Sta ff about mi ssing
assignments, strategies and accommodation s; parent email about
independent observation, dated January 15 through June 3, 2021
P-12 Parent expressing frustration to Cheryl Howarth, Rachel Golum and
Stephanie Orr, dated March 8, 2021
P-13 Internal Ridg e emails dis cussing accommodations; parent requesting
information about 504; parent requesting update to I&RS, dated April 16,
2021 through May 18, 2021
P-14 Emails between parents, teachers and school psychologist acknowledging
Executive Functioning difficulties, dated June 3 and 4, 2021
P-15 504/I&RS related, various dates
P-16 Neuropsychological Assessment, Dr. Gregory Alberts , dated May 2 8,
2021
P-17 Educational Assessment, Kathleen M cCabe-Odri, Ed.D., BCBA -D, dated
April 28 through May 10, 2021
P-18 Assistive Technology Consultation, dated April 28 and May 10, 2021
P-19 Ridge High School Transcripts, dated 2019-2020 and 2020-2021
P-20 NJDOE Complaint Investigation Report, dated June 1, 2021
P-21 Correspondence, Notice to District , dated August through September
2021
P-22 Rutgers Prep Progress Reports/1st term report card , various dates 2021 -
2022
P-23 Rutgers Prep Learning Profile and Letter, dated October 2021
P-24 Rutgers Prep Enrollment Agreement, dated march 24, 2021
P-25 Gregory Alberts, Ph.D., CV
P-26 OSEP Memo 15-08, dated April 17, 2015
P-27 Fall Final Rutgers Prep Report Card and Attendance , dated February 22,
2022
For Respondent:
R-1 Notes by Wurtemberg
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R-2 Parents Rights in Special Ed
R-3 District Policy 2417
R-4 District Policy 2460
R-5 District Policy 2418
R-6 Report of Dr. Jill Brooks, Ph.D.
