EVALUATION
At the elementary and secondary school level, determining
whether a child is a qualified disabled student under Section 504
begins with the evaluation process. Section 504 requires the use of
evaluation procedures that ensure that children are not
misclassified, unnecessarily labeled as having a disability, or
incorrectly placed, based on inappropriate selection,
administration, or interpretation of evaluation materials.
18. What is an appropriate evaluation under Section 504?
Recipient school districts must establish standards and
procedures for initial evaluations and periodic re-evaluations of
students who need or are believed to need special education and/or
related services because of disability. The Section 504 regulation,
at 34 C.F.R. 104.35(b), requires school districts to individually
evaluate a student before classifying the student as having a
disability or providing the student with special education. Tests
used for this purpose must be selected and administered so as best
to ensure that the test results accurately reflect the student's
aptitude or achievement or other factor being measured rather than
reflect the student's disability, except where those are the
factors being measured. Section 504 also requires that tests and
other evaluation materials include those tailored to evaluate the
specific areas of educational need and not merely those designed to
provide a single intelligence quotient. The tests and other
evaluation materials must be validated for the specific purpose for
which they are used and appropriately administered by trained
personnel.
19. How much is enough information to document that a student
has a disability?
The amount of information required is determined by the
multi-disciplinary committee gathered to evaluate the student. The
committee should include persons knowledgeable about the student,
the meaning of the evaluation data, and the placement options. The
committee members must determine if they have enough information to
make a knowledgeable decision as to whether or not the student has
a disability. The Section 504 regulation, at 34 C.F.R. 104.35(c),
requires that school districts draw from a variety of sources in
the evaluation process so that the possibility of error is
minimized. The information obtained from all such sources must be
documented and all significant factors related to the student's
learning process must be considered. These sources and factors may
include aptitude and achievement tests, teacher recommendations,
physical condition, social and cultural background, and adaptive
behavior.In evaluating a student suspected of having a disability,
it is unacceptable to rely on presumptions and stereotypes
regarding persons with disabilities or classes of such persons.
Compliance with the IDEA regarding the group of persons present
when an evaluation or placement decision is made is satisfactory
under Section 504.
20. What process should a school district use to identify
students eligible for services under Section 504? Is it the same
process as that employed in identifying students eligible for
services under the IDEA?
School districts may use the same process initially to evaluate
the needs of students under Section 504 as they use to evaluate the
needs of students under the IDEA. If school districts choose to
adopt a separate process for evaluating the needs of students under
Section 504, they must follow the requirements for evaluation
specified in the Section 504 regulation at 34 C.F.R. 104.35.
21. Must school districts consider "mitigating measures" used by
a student in determining whether the student has a disability under
Section 504?
Yes. A school district must consider a student's use of
mitigating measures in determining whether the student is
substantially limited in a major life activity. "Mitigating
measures" are devices or practices that a person uses to correct
for or reduce the effects of that person's mental or physical
impairment. Examples include corrective eyeglasses and medications.
A person who experiences no substantial limitation in any major
life activity when using a mitigating measure does not meet the
definition of a person with a disability and would not be entitled
to FAPE under Section 504.
22. Does OCR endorse a single formula or scale that measures
substantial limitation?
No. The determination of substantial limitation must be made on
a case-by-case basis with respect to each individual student. The
Section 504 regulation, at 34 C.F.R. 104.35 (c), requires that a
group of knowledgeable persons draw upon information from a variety
of sources in making this determination.
23. Are there any impairments which automatically qualify a
student for protection under Section 504?
No. An impairment in and of itself does not qualify a student
for protection under Section 504. The impairment must substantially
limit one or more major life activities in order to qualify a
student for protection under Section 504.
24. Can a medical diagnosis suffice as an evaluation for the
purpose of providing FAPE?
No. A physician's medical diagnosis may be considered among
other sources in evaluating a student with a disability or believed
to have a disability which substantially limits a major life
activity. Other sources to be considered, along with the medical
diagnosis, include aptitude and achievement tests, teacher
recommendations, physical condition, social and cultural
background, and adaptive behavior.
25. Does a medical diagnosis of an illness automatically qualify
a student for services under Section 504?
No. A medical diagnosis of an illness does not automatically
qualify a student for services under Section 504. The illness must
cause a substantial limitation on the student's ability to learn or
other major life activities. For example, a student who has a
physical or mental impairment would not be considered a student in
need of services under Section 504 if the impairment does not in
any way limit the student's ability to learn or other major life
activity, or only results in some minor limitation in that
regard.
26. How should a recipient school district handle an outside
independent evaluation? Do all data brought to a multi-disciplinary
committee need to be considered and given equal weight?
The results of an outside independent evaluation may be one of
many sources to consider. Multi-disciplinary committees must draw
from a variety of sources in the evaluation process so that the
possibility of error is minimized. All significant factors related
to the subject student's learning process must be considered. These
sources and factors include aptitude and achievement tests, teacher
recommendations, physical condition, social and cultural
background, and adaptive behavior, among others. Information from
all sources must be documented and considered by knowledgeable
committee members. The weight of the information is determined by
the committee given the student's individual circumstances.
27. What should a recipient school district do if a parent
refuses to consent to a case study evaluation under the Individuals
with Disabilities Education Act (IDEA), but demands a Section 504
plan for a student without further evaluation?
Section 504 requires informed parental permission for initial
evaluations. If a parent refuses consent for an initial evaluation
and a recipient school district suspects a student has a
disability, the IDEA and Section 504 provide that school districts
may use due process hearing procedures to override the parents'
denial of consent.
28. Who in the evaluation process makes the ultimate decision
regarding a student's eligibility for services under Section
504?
The Section 504 regulation at 34 C.F.R.104.35 (c) (3) requires
that school districtsensure that the determination that a student
is eligible for special education and/or related aids and services
be made by a group of persons, including persons knowledgeable
about the meaning of the evaluation data and knowledgeable about
the placement options. If a parent disagrees with the
determination, he or she may request a due process hearing.
29. Once a student is identified as eligible for services under
Section 504, is there an annual or triennial review requirement? If
so, what is the appropriate process to be used? Or is it
appropriate to keep the same Section 504 plan in place indefinitely
after a student has been identified?
Periodic re-evaluation is required. This may be conducted in
accordance with the IDEA regulation, which requires re-evaluation
at three-year intervals or more frequently if conditions warrant,
or if the child's parent or teacher requests a re-evaluation.
30. Is a Section 504 re-evaluation similar to an IDEA
re-evaluation? How often should it be done?
Yes. Section 504 specifies that re-evaluations in accordance
with the IDEA comply with Section 504. The Section 504 regulation
requires that re-evaluations be conducted periodically. Section 504
also requires a school district to conduct a re-evaluation prior to
a significant change of placement. OCR considers an exclusion from
the educational program of more than 10 school days a significant
change of placement. OCR would also consider transferring a student
from one type of program to another or terminating or significantly
reducing a related service a significant change in placement.
31. What is reasonable justification for referring a student for
evaluation for services under Section 504?
School districts may always use regular education intervention
strategies to assist students with difficulties in school. Section
504 requires recipient school districts to refer a student for an
evaluation for possible special education or modification to
regular education if the student, because of disability, needs or
is believed to need such services.
32. A student is receiving services that the school district
maintains are necessary under Section 504 in order to provide the
student with an appropriate education. The student's parent no
longer wants the student to receive those services. If the parent
wishes to withdraw the student from a Section 504 plan, what can
the school district do to ensure continuation of services?
The school district may initiate a Section 504 due process
hearing to resolve the dispute if the district believes the student
needs the services in order to receive an appropriate
education.
33. A student has a disability referenced in the IDEA, but does
not require special education services. Is such a student eligible
for services under Section 504?
The student may be eligible for services under Section 504. The
school district must determine whether the student has an
impairment which substantially limits his or her ability to learn
or other major life activities and, if so, make an individualized
determination of the child's educational needs for regular or
special education or related aids or services. For example, such a
student may receive adjustments in the regular classroom.
34. How should a recipient school district regard a temporary
impairment?
A temporary impairment does not constitute a disability for
purposes of Section 504 unless its severity is such that it results
in a substantial limitation of one or more major life activities
for an extended period of time. The issue of whether a temporary
impairment is substantial enough to be a disability must be
resolved on a case-by-case basis, taking into consideration both
the duration (or expected duration) of the impairment and the
extent to which it actually limits a major life activity of the
affected individual.