Opinion

Reece v. Board of Education

  • 328 Ill. App. 3d 773
Court
Appellate Court of Illinois
Filed
Mar 14, 2002
Status
Published
Author
Theis
On the bench
Theis
Cited by
3 cases
Authority
More cited than 60.7%

The opinion

FOURTH DIVISION

March 14, 2002

No. 1-00-4040

THOMAS H. REECE, NORMA J. WHITE, )

PAMELYN MASSARSKY, MICHAEL J. WILLIAMS, )

MELVIN WILSON, and CLIFFORD WAGNER, )

)

Plaintiffs-Appellants, )

) Appeal from

v. ) the Circuit Court

) of Cook County.

BOARD OF EDUCATION OF THE CITY OF )

CHICAGO; DANIEL W. HYNES, Comptroller )

of the State of Illinois; RONALD J. )

GIDWITZ, Chairman of the Illinois State ) No. 00-CH-5481

Board of Education; SANDRA M. )

PELLEGRINO, Vice-Chair of the Illinois )

State Board of Education; MARILYN )

McCONACHIE, DAVID GOMEZ, CONNIE ROGERS, ) Honorable

WILLIAM E. HILL, VINCENT J. SERRITELLA, ) Robert V. Boharic,

JANET STEINER, Board Members of the ) Judge Presiding.

Illinois State Board of Education; )

ILLINOIS STATE BOARD OF EDUCATION; and )

GLENN W. McGEE, Illinois State )

Superintendent of Education, )

)

Defendants-Appellees. )

JUSTICE THEIS delivered the opinion of the court:

Plaintiffs Thomas H. Reece, Norma J. White, Pamelyn Massarsky, Michael J. Williams, Melvin

Wilson, and Clifford Wagner (collectively, plaintiffs) brought this action against defendants Board

of Education of the City of Chicago (Chicago Board of Education), Daniel W. Hynes, Ronald J.

Gidwitz, Sandra M. Pellegrino, Marilyn McConachie, David Gomez, Connie Rogers, William E. Hill,

Vincent J. Serritella, Janet

Steiner, Illinois State Board of Education, and Glenn W. McGee (collectively, defendants), alleging

that section 2-3.25g of the Illinois School Code (School Code) (105 ILCS 5/2-3.25g (West 1996)),

which allows school districts to petition the State Board of Education for a waiver or modification

of the School Code's mandates, is unconstitutional. They sought to enjoin the disbursement of funds

to the Chicago Board of Education, pursuant to section 11-301 of the Code of Civil Procedure (735

ILCS 5/11-301 (West 2000)), until it complied with all mandates of the School Code, including the

requirement of daily physical education. On the parties' cross-motions for summary judgment, the

trial court granted defendants' motion, finding section 2-3.25g constitutional and denied

plaintiffs' motion.

Plaintiffs now appeal, arguing that (1) the physical education curriculum is protected from

waiver by section 34-8.14(3) of the School Code (105 ILCS 5/34-8.14(3) (West 1996)); (2) section 2-

3.25g is unconstitutional because it modifies existing law without following procedural

constitutional formalities; (3) section 2-3.25g constitutes an unconstitutional legislative veto;

and (4) section 2-3.25g is an impermissible delegation of legislative authority to school boards.

For the reasons set forth below, we affirm.

Public Act 89-3 (Pub. Act 89-3, §5, eff. February 27, 1995) amended section 2-3.25g to

provide a procedure whereby school districts may petition the State Board of Education for a waiver

of most School Code mandates where "necessary to stimulate innovation or improve student

performance." 105 ILCS 5/2-3.25g (West 1996). Under section 2-3.25g, waiver applications must

demonstrate that the intent of the mandate can be addressed in a specific plan for improved student

performance and school improvement. Within 15 days after approval by the local board of education

following a public hearing, the application is submitted to the State Board of Education. 105 ILCS

5/2-3.25g (West 1996). The State Board reviews the applications and requests for completeness and

compiles them in reports to be filed with the General Assembly before each May 1 and October 1. The

General Assembly may disapprove the report of the State Board in whole or in part within 30 calendar

days after each house of the legislature next convenes by adoption of a resolution by a record vote

of the majority of the members of each house. If the General Assembly fails to disapprove any

waiver request within such 30-day period, the waiver is deemed granted. A waiver remains in effect

for up to five school years and may be renewed upon application by the school district. 105 ILCS

5/2-3.25g (West 1996).

In 1997, the Chicago Board of Education applied for a waiver pursuant to this section, for the

eleventh and twelfth grades only, from the mandate in section 27-6 of the School Code requiring all

students to engage in daily physical education. 105 ILCS 5/27-6 (West 1996). It was submitted in

connection with the Chicago public schools "High School Redesign Project" to improve academic

performance in Chicago high schools following the General Assembly's conclusion that the public

schools were suffering an "education crisis." 105 ILCS 5/34-3.3 (West 1996).

The High School Redesign Project created a new two-year foreign language requirement and

raised the mathematics requirement from two years to three and the science requirement from one year

to three years. However, the project reduced the physical education requirement and mandated

physical education courses for only the first two years of high school. Juniors and seniors could

take physical education as an elective.

The Chicago Board of Education pursued the waiver in compliance with the procedural

requirements of this statute, including providing notice and holding a public hearing. After

approving the proposed waiver application, the Chicago Board of Education forwarded it to the State

Board of Education. The State Board then determined that the application was complete and included

it with waivers from other school districts in a report filed with the General Assembly. Following

receipt and consideration of the State Board of Education's report, the General Assembly did not

disapprove the Chicago Board of Education's waiver and, thus, the waiver was granted.

Before the Chicago Board of Education could implement its plan following approval of the

waiver, a group of plaintiffs including several taxpayers, physical education teachers, a teachers'

union, and parents of Chicago public school students filed the first lawsuit against the Chicago

Board of Education. They sought a declaratory judgment that section 2-3.25g was invalid and an

injunction preventing enforcement of the waiver. The trial court declared section 2-3.25g to be

invalid and granted the injunction. The Chicago Board of Education appealed to the Illinois Supreme

Court, which found that the plaintiffs lacked standing to bring the action and dismissed the appeal,

but did not address the constitutionality of section 2-3.25g. Chicago Teachers Union, Local 1 v.

Board of Education of City of Chicago, 189 Ill. 2d 200, 724 N.E.2d 914 (2000).

Another group of plaintiffs then brought the present action, alleging that section 2-3.25g was

unconstitutional and asked the trial court to enjoin the disbursement of public funds to the Chicago

Board of Education until it complied with the statutory requirement of daily physical education.

All parties' then filed cross-motions for summary judgment. The trial court granted defendants'

motion for summary judgment and denied plaintiffs' motion, holding section 2-3.25g constitutional.

Plaintiffs then filed this timely appeal.

Summary judgment is appropriate where the pleadings, depositions, admissions, and affidavits

on file present no genuine issue of material fact and show that the moving party is entitled to

judgment as a matter of law. 735 ILCS 5/2-1005(c) (West 1998); Jones v. Chicago HMO Ltd., 191 Ill.

2d 278, 291, 730 N.E.2d 1119, 1127 (2000). When parties file cross-motions for summary judgment,

they agree that no material issue of fact exists and that only a question of law is involved.

Subway Restaurants of Bloomington-Normal, Inc. v. Topinka, 322 Ill. App. 3d 376, 381, 751 N.E.2d

203, 208 (2001). In such a case, we review the trial court's decision de novo and may affirm on any

ground present in the record. Subway Restaurants of Bloomington-Normal, Inc., 322 Ill. App. 3d at

381, 751 N.E.2d at 208; McDonald's Corp. v. American Motorists Ins. Co., 321 Ill. App. 3d 972, 978,

748 N.E.2d 771, 777 (2001).

Plaintiffs first contend that the physical education curriculum is protected from waiver by

section 34-8.14 of the School Code, which provides that statutes, regulations, rules, and policy

provisions concerning several areas, including health and safety, are not waivable. 105 ILCS 5/34-

8.14(3) (West 1996). Plaintiffs argue that the physical education curriculum is based upon health

and safety concerns, comparing the section 27-6 mandate of daily physical education to other health-

related sections. Defendants respond that section 2-3.25g contains its own exclusions from waiver

and argue that the nonwaivable provisions in section 34-8.14 are not related to section 2-3.25g.

The primary rule of statutory construction is to ascertain and give effect to the

legislature's intent. Burger v. Lutheran General Hospital, 198 Ill. 2d 21, 40, 759 N.E.2d 533, 545

(2001). The best evidence of legislative intent is the language of the statute itself, which must

be given its plain and ordinary meaning. Lulay v. Lulay, 193 Ill. 2d 455, 466, 739 N.E.2d 521, 527

(2000). Words and phrases should not be construed in isolation, but must be interpreted in light of

other relevant provisions in the statute. Primeco Personal Communications, L.P. v. I.C.C., 196 Ill.

2d 70, 87-88, 750 N.E.2d 202, 212 (2001). The court must analyze the statute as a whole,

considering each section in connection with every other section. Bruso v. Alexian Brothers

Hospital, 178 Ill. 2d 445, 451-52, 687 N.E.2d 1014, 1016 (1997). Where the statutory language is

clear and unambiguous, resort to other tools of statutory interpretation is unnecessary. Burger,

198 Ill. 2d at 40, 759 N.E.2d at 545.

In a case of first impression, we will construe sections 34-8.14 and 2-3.25g together and in

light of their surrounding statutes. Section 34-8.14 applies only to cities with a population over

500,000 while section 2-3.25g applies statewide and concerns the powers of the State Board of

Education. Additionally, section 34-8.14 is located within the Chicago Learning Zone Implementation

Law. 105 ILCS 5/34-8.6 (West 1996). The General Assembly created this law "to accelerate the

process of Chicago school reform" by adopting "the overriding philosophy that attendance centers

[schools] should be empowered to develop models most appropriate to their situations." 105 ILCS

5/34-8.7 (West 1996). Learning Zone schools are entitled to operate without state laws and

regulations or board rules and policies. 105 ILCS 5/34-8.7 (West 1996). However, section 34-8.14

prohibits Learning Zone schools from waiving rules and regulations concerning certain issues,

including health and safety, student and staff civil rights, performance and financial audits, the

Freedom of Information Act (5 ILCS 140/1 et seq. (West 1996)), and collective bargaining agreements.

105 ILCS 5/34-8.14 (West 1996). Thus, the clear language of section 34-8.14 dictates that it

pertains only to Learning Zone schools and is separate and distinct from the waiver provision in

section 2-3.25g. We find that section 34-8.14 does not apply to section 2-3.25g and does not

insulate physical education from waiver. Further, section 2-3.25g specifically excludes only

special education, teacher certification, and teacher tenure and seniority from waiver, implying

that these are the only provisions which cannot be waived by this section. 105 ILCS 5/2-3.25g (West

1996). Accordingly, we reject plaintiffs' argument.

Next, plaintiffs make several arguments that the waiver procedure in section 2-3.25g is

unconstitutional. Specifically, plaintiffs contend that, because section 2-3.25g waivers take

effect upon the inaction of the legislature, they violate the constitutional formalities governing

the formal passage of legislation, including the passage of bills (Ill. Const. 1970, art. IV, §8),

separation of powers (Ill. Const. 1970, art. II, §1), presentment clause (Ill. Const. 1970, art. IV,

§9(a), (e)), bicameralism (Ill. Const. 1970, art. IV, §8(c)), and the origination clause (Ill.

Const. 1970, art. IV, §8(a), (b)). All of these constitutional arguments are based on plaintiffs'

contention that waivers under section 2-3.25g repeal or modify existing statutory enactments, here,

section 27-6 of the School Code mandating daily physical education and, thus, must follow

constitutional formalities including passage by a majority of both houses and presentment to the

governor. Defendants respond that section 2-3.25g waivers do not repeal or modify existing

legislation, but merely allow a school district to temporarily waive School Code mandates when

"necessary to stimulate innovation or improve student performance." 105 ILCS 5/2-3.25g (West 1996).

We agree with defendants.

Statutes are presumed to be constitutional, and the party challenging the validity of the

statute has the burden of clearly rebutting this presumption. Miller v. Rosenberg, 196 Ill. 2d 50,

57-58, 749 N.E.2d 946, 951 (2001). Courts must construe a statute as to affirm its

constitutionality if the statute is reasonably capable of such a construction. Miller, 196 Ill. 2d

at 58, 749 N.E.2d at 951. Accordingly, "if [a] statute's construction is doubtful, a court will

resolve the doubt in favor of the statute's validity." People v. Shephard, 152 Ill. 2d 489, 499,

605 N.E.2d 518, 523 (1992).

Plaintiffs confuse two separate and distinct issues: the enactment of the waiver procedure

under Public Act 89-3 and the process in section 2-3.25g through which the waivers are granted.

First, we address the constitutionality of Public Act 89-3. Public Act 89-3 modified the existing

statute by establishing the procedure at issue to waive School Code mandates and, thus, it was

necessary to follow constitutional legislative formalities. It became law through the vote of a

majority of both houses of the General Assembly and was presented to the Governor for his possible

veto. Public Act 89-3, therefore, satisfied all procedural requirements for the passage of a bill.

See, e.g., Quinn v. Donnewald, 107 Ill. 2d 179, 483 N.E.2d 216 (1985).

Secondly, we consider plaintiffs' arguments that the process created in section 2-3.25g

through which waivers are granted is unconstitutional. Plaintiffs' contentions rest entirely on the

mistaken assertion that section 2-3.25g waivers repeal or modify existing statutory enactments. In

this case, for example, the statute mandating daily physical education remained in effect after the

Chicago Board of Education obtained its waiver. The waiver did not repeal or amend that statute.

It simply excused the Chicago Board of Education from complying with that portion of the School Code

for a certain period of time. Therefore, each individual waiver need not be passed as if it were

separate legislation and need not comply with the constitutional procedural requirements. See,

e.g., Quinn, 107 Ill. 2d at 190-91, 483 N.E.2d at 222. Similarly, plaintiffs' contention that

section 2-3.25g impermissibly grants school districts home-rule powers also fails because it is

again based on the false premise that, under section 2-3.25g, school districts hold the power to

repeal or modify existing statutory enactments. Accordingly, all of plaintiffs' constitutional

arguments based on this erroneous proposition fail.

Plaintiffs next argue that section 2-3.25g and the waivers granted to school districts

constitute special legislation as prohibited by article IV, section 13 of the Illinois Constitution.

Ill. Const. 1970, art. IV, §13. They contend that section 2-3.25g creates arbitrary legislative

classifications and changes the affected statute from a law of general application to a local matter

controlled by the school district. Plaintiffs also argue that the Chicago Board of Education's

waiver in this case permits the suspension of a general law, the mandate of daily physical

education, on an individual and local basis. Defendants respond that section 2-3.25g contains no

classifications, applies equally to all Illinois school districts, and that waivers under section 2-

3.25g are not legislation and, thus, not bound by the special legislation prohibition.

Article IV, section 13 of the Illinois Constitution provides in relevant part that "[t]he

General Assembly shall pass no special or local law when a general law is or can be made

applicable." Ill. Const. 1970, art. IV, §13. This clause prohibits the General Assembly from

conferring a special benefit or privilege on a person or group to the exclusion of others similarly

situated. Miller, 196 Ill. 2d at 60, 749 N.E.2d at 953. Because the purpose of this prohibition is

to prevent arbitrary legislative classifications which discriminate in favor of a select group

without a sound, reasonable basis, "a party raising a special legislation claim must, at the very

least, prove the existence of an arbitrary legislative classification." Chavda v. Wolak, 188 Ill.

2d 394, 400, 721 N.E.2d 1137, 1141 (1999).

First, we note that, because waivers under section 2-3.25g are not legislation and do not need

to comply with constitutional legislative formalities, they also need not comply with the

prohibition against special or local legislation. Moreover, after analyzing section 2-3.25g, we

cannot discern any legislative classification that discriminates in favor of a select group, "let

alone one that does so arbitrarily or without a sound, reasonable basis." Chavda, 188 Ill. 2d at

400-01, 721 N.E.2d at 1142. Section 2-3.25g allows all school districts, not only Chicago, to

petition the State Board of Education for a waiver from many of the School Code mandates and confers

no special benefits or privileges on a person or group to the exclusion of others similarly

situated. The same procedural requirements apply equally to any district requesting a waiver.

Further, as discussed above, section 2-3.25g does not repeal or modify existing statutes and, thus,

cannot change the affected statute from a law of general application to a local law. Plaintiffs

have failed to prove the existence of any legislative classification and, thus, we find that section

2-3.25g does not violate the special legislation clause. Therefore, we reject plaintiffs' argument.

Plaintiffs next argue that section 2-3.25g is a variation of an impermissible legislative

veto, a legislative decision to override a decision of the executive branch. Immigration &

Naturalization Service v. Chadha, 462 U.S. 919, 943-59, 77 L. Ed. 2d 317, ___, 103 S. Ct. 2764, 2781-

88 (1983). Defendants respond that this court has no jurisdiction to consider this issue and that

the General Assembly's right to grant or disapprove a waiver under section 2-3.25g does not

constitute a legislative veto.

We agree with defendants that we have no jurisdiction to address this argument. Here, the

State Board of Education reviewed the Chicago Board of Education's waiver application and submitted

it, along with other waiver requests, to the General Assembly. After the General Assembly failed to

disapprove the request, the waiver was granted. Because the waiver request was not disapproved by

the General Assembly, the issue of whether that action would constitute a legislative veto is not

before us. Quinn, 107 Ill. 2d at 192, 483 N.E.2d at 222.

Lastly, plaintiffs argue that section 2-3.25g is an unconstitutional delegation of legislative

authority because it delegates broad powers to school districts and school boards. Plaintiffs

contend that because school districts are not home-rule units, they cannot exercise this inherent

law-making power to amend, repeal and modify existing statutory enactments. Defendants respond that

section 2-3.25g delegates no legislative authority to school districts because school districts only

submit waiver requests to the General Assembly which retains the authority to approve or disapprove

a waiver application.

"It is well settled that notwithstanding the rule that the General Assembly cannot delegate

its general legislative power to others, it may authorize others to do things which it might

properly do but cannot do as understandingly or as advantageously itself, if the authority thus

granted is delimited by intelligible standards." Hoogasian v. Regional Transportation Authority, 58

Ill. 2d 117, 130, 317 N.E.2d 534, 541 (1974). When final approval of an administrative act remains

with the legislature, there is no delegation problem. Waterfront Estates Development, Inc. v. City

of Palos Hills, 232 Ill. App. 3d 367, 372, 597 N.E.2d 641, 646 (1992). "Accordingly, when an

administrative body acts in a merely advisory capacity, constitutional standards need not be met."

Waterfront Estates Development, Inc., 232 Ill. App. 3d at 372, 597 N.E.2d at 646.

Our supreme court rejected this constitutional attack when addressing a similar statute in

Quinn v. Donnewald, 107 Ill. 2d 179, 483 N.E.2d 216 (1985). In Quinn, the plaintiffs challenged the

Compensation Review Act (Ill. Rev. Stat. 1984, ch. 63, par. 901 et seq., now codified as 25 ILCS

120/1 et seq. (West 2000)), which created the Compensation Review Board to recommend to the General

Assembly the salaries of judges, General Assembly members and other state officers. Quinn, 107 Ill.

2d at 183, 483 N.E.2d at 218. If each house of the General Assembly failed to disapprove the

Compensation Review Board's report of recommendations within a specified time period, the salary

recommendations became effective. Quinn, 107 Ill. 2d at 184, 483 N.E.2d at 218-19. The plaintiffs

argued that the Act impermissibly delegated to the Compensation Review Board the power to determine

the salaries of these state officials. The court dismissed plaintiffs' argument, finding that the

legislature's general legislative powers were not delegated to the Compensation Review Board because

the Board simply conducted studies, held public hearings, and recommended compensation levels to the

General Assembly. Quinn, 107 Ill. 2d at 188, 483 N.E.2d at 220. Further, the Act provided several

restrictions on the Compensation Review Board's authority to make recommendations. The court also

noted that the General Assembly could reject any report of the Compensation Review Board. Quinn,

107 Ill. 2d at 189, 483 N.E.2d at 221.

Plaintiffs attempt to distinguish Quinn, arguing that the central holding of the case is that

the Compensation Review Board's recommendations are not self-executing and only go into effect once

the General Assembly passes an appropriations bill to fund the pay increases. Waivers under section

2-3.25g, however, take effect automatically without any action by the General Assembly. We find

plaintiffs' attempts unpersuasive as Quinn's discussion of salary changes and appropriation bills is

not critical to the court's resolution of the constitutionality of the Compensation Review Act.

After holding that the Act does not delegate any general legislative powers to the Compensation

Review Board, the court addressed the defendants' contentions concerning appropriation bills,

stating that this issue was "not relevant, of course, to the question of the Act's validity."

Quinn, 107 Ill. 2d at 189, 483 N.E.2d at 221. The court's discussion of the appropriation bills

does not affect Quinn's holding that the Compensation Review Act is constitutional. Thus, this

portion of the court's opinion is merely dicta and does not distinguish Quinn from the present case.

Here, as in Quinn, the legislature has not delegated its general legislative powers to school

districts or school boards under section 2-3.25g. First, as discussed above, school districts do

not hold the power to repeal or amend existing law. School districts merely petition their local

school boards for waivers from School Code mandates when "necessary to stimulate innovation or

improve student performance." 105 ILCS 5/2-3.25g (West 1996). If the local school board approves

the request after holding a public hearing, it forwards the application to the State Board of

Education. The State Board only reviews these requests for completeness and compiles them into

reports for submission to the General Assembly. The General Assembly then has 30 calendar days in

which to approve or disapprove the report in whole or in part by a vote of the majority of each

house. Therefore, the school districts and school boards act in a purely advisory role while the

General Assembly retains the final authority to approve or disapprove the waiver requests. While

the Compensation Review Board in Quinn determined salaries and made recommendations to the General

Assembly, the school boards here merely compile requests and submit reports outlining the requests

to the General Assembly. Thus, section 2-3.25g does not delegate general legislative powers to the

school districts and school boards.

Further, any authority given to the school districts and school boards is sufficiently

"delimited by intelligible standards." Hoogasian, 58 Ill. 2d at 130, 317 N.E.2d at 541. School

districts may only petition for a waiver by showing that the waivers are necessary to "stimulate

innovation and improve student performance." 105 ILCS 5/2-3.25g (West 1996). The statute provides

that waivers may not be requested from rules, regulations and laws regarding special education,

teacher certification or teacher tenure and seniority. Moreover, the written applications must be

based upon a specific plan for improved student performance and school improvement. Accordingly,

section 2-3.25g is not an unconstitutional delegation of legislative powers.

For the reasons stated above, we find that section 2-3.25g of the School Code is not

unconstitutional and, thus, we affirm the judgment of the circuit court of Cook County which denied

plaintiffs' motion for summary judgment and granted defendants' summary judgment motion.

Affirmed.

HOFFMAN, P.J., and HARTMAN, J., concur.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.