“Shall” versus “may”

Houston Landing touches on a subject I’ve mentioned before.

As concerns grow about the Texas Education Agency ousting the Houston Independent School District’s elected board, a question with major practical and political implications has emerged: Are state officials legally mandated to take over Texas’ largest school district?

Despite multiple years of legal and legislative battles, there’s still no definitive answer to this fundamental query – setting the stage for even more litigation that could delay or derail any state efforts to strip power from the district’s school board.

A strange confluence of recent events has left it unclear whether TEA officials must, or merely may, take drastic action against the state’s largest school district due to persistently poor academic performance at Wheatley High School, according to a Houston Landing review of state law and court rulings. While the uncertainty has lingered for the past several weeks, it’s taken on greater importance as the state nears a decision on whether to punish HISD for past failings.

The murkiness stems from state appellate rulings and legislative actions in the past several months that were supposed to clarify the state’s responsibility for punishing HISD, yet failed to plainly answer one key question: Did Wheatley trigger a state law requiring sanctions against the district when it received a seventh consecutive failing grade in 2019?

[…]

HISD finds itself in legal limbo largely due to a peculiar disconnect between Texas’ legislative and judicial branches.

The saga began in 2015, when Texas legislators passed a law that said the TEA must replace a district’s school board or close chronically low-performing campuses in any district with a single school that failed to meet state academic accountability standards for five consecutive years. The bill, championed by state Rep. Harold Dutton Jr., a Houston Democrat whose legislative district includes Wheatley, aimed to punish school boards for neglecting long-struggling campuses.

However, the law spelled out specific years – including 2018 – for which schools must fail to meet state standards to trigger sanctions. And as a result of Hurricane Harvey, Wheatley received a “not rated” designation in 2018, which didn’t count as a failing grade.

Still, state officials moved to oust HISD’s school board after Wheatley fell short of state standards in 2019, its seventh consecutive failing grade without a passing mark. (TEA leaders have said closing Wheatley would not remedy the root causes of the school’s poor results.)

Wheatley’s “not rated” mark in 2018 set off a legal skirmish over whether the school technically triggered the law with its seventh straight failing grade the following year.

A Travis County judge issued a temporary injunction in HISD’s favor in early 2020, halting the takeover, but she did not elaborate on the rationale for her decision. Then, in late 2020, the Texas Third Court of Appeals ruled that Wheatley did not violate the accountability law because the “plain language of the statute” required a failing grade in 2018. TEA officials subsequently appealed the decision to the Texas Supreme Court.

While the case was pending before the Texas Supreme Court, state legislators passed a bill in mid-2021 clarifying that a “not rated” grade doesn’t count as a passing score for the purposes of calculating whether a school scored five consecutive failing grades. If a school receives four straight failing grades, followed by a “not rated” mark, it must meet state standards the next school year to avoid triggering a state takeover or campus closure. Texas legislators, however, did not make the law retroactive to the Wheatley situation.

“It was our legislative intent not to include any language that would have done that,” Dan Huberty, a Republican former state representative who helped usher the bill to passage, said in an email last week. Huberty added that lawmakers wanted to leave Wheatley’s fate to the courts – a point echoed this week in a statement by another key figure in the law’s passage, state Sen. Paul Bettencourt, R-Houston.

Yet the Texas Supreme Court, when given the chance, didn’t clearly address the unanswered question about Wheatley.

In an October 2022 written opinion, the justices unanimously overturned the temporary injunction, finding the TEA has the legal right to install a replacement board on two unrelated matters: the lengthy presence of a state-appointed conservator in the district; and multiple findings of misconduct by some board members, including violations of the state’s open meetings laws and attempts to steer vendor contracts, following a TEA investigation in 2019. On both fronts, state law says Morath can appoint a new board, but he’s not required to.

But for reasons never made clear, the justices didn’t explicitly rule on whether Wheatley triggered mandatory sanctions. The justices seemed to defer in their opinion to the Texas Legislature’s new law, which could bolster the state’s case for mandatory sanctions, but they never issued an unequivocal directive.

I’ve noted the “shall” versus “may” distinction before. I see two ways of looking at this weaseling by the Lege and the courts. One is that this is all a very thin technical reed on which to hang an argument that the TEA doesn’t have to intervene. I wouldn’t want to have to defend that in court. The other is that despite it being very clear that the Lege wanted SCOTx to be the decider, they declined to say one way or the other if the TEA was required to act. Thin it may be, it’s an easy to grasp reason for the TEA to take more limited action, which is at least what the locals want, and probably what they would prefer given the scope of the issue.

Will they do it? Like I said, it can’t hurt to have people talking to Mike Morath to try to persuade him to back off. Maybe the bills filed to prevent the takeover, along with such lobbying efforts, are enough to push him to that way of thinking. Or maybe not. Campos is “hearing the HISD takeover will be announced on Friday”. Which, I guess, still comes down to the meaning of “takeover”. But if you phrase it that way, I know where my mind is going. We’ll maybe find out tomorrow.

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