Lobato v. State

218 P.3d 358, 2009 Colo. LEXIS 998, 2009 WL 3337684
CourtSupreme Court of Colorado
DecidedOctober 19, 2009
Docket08SC185
StatusPublished
Cited by214 cases

This text of 218 P.3d 358 (Lobato v. State) is published on Counsel Stack Legal Research, covering Supreme Court of Colorado primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lobato v. State, 218 P.3d 358, 2009 Colo. LEXIS 998, 2009 WL 3337684 (Colo. 2009).

Opinions

Justice BENDER

delivered the Opinion of the Court.

I. Introduction

In this appeal, we review the court of appeals' decision that the plaintiff school districts lack standing to sue the state, and that plaintiff parents, who challenge the adequacy of our public school funding system under the education clause of the Colorado Constitution, presented a nonjusticiable political question. Lobato v. State, 216 P.3d 29 (Colo.App.2008). We reverse the court of appeals' holdings that the plaintiff school districts lack standing to sue the state and that the plaintiffs have alleged a nonjusticiable claim.

Plaintiffs are composed of two groups. The first group consists of parents from eight school districts across the state acting in their individual capacities and on behalf of their school age children ("plaintiff parents"). The second group consists of fourteen school districts in the San Luis Valley ("plaintiff school districts"). Plaintiffs brought suit against the State of Colorado, the Colorado State Board of Education, the Commissioner of Education, and the Governor (collectively "state defendants"), alleging constitutional deficiencies in Colorado's public school financing system. Plaintiffs claim that the system, because it is underfunded and allocates funds on an irrational and arbitrary basis, violates the education clause's mandate that the General Assembly provide a "thorough and uniform" system of public education. See Colo. Const. art. IX, § 2. Plaintiffs further claim that the local school districts have standing to challenge the adequacy of the state's public school financing system because severe underfunding and irrational disbursement of funds undermine the districts' interest in local control over educational instruction and quality. See Colo. Const. art. IX, § 15.

Without taking evidence, the trial court held that plaintiff school districts lacked standing to bring their claims, but did not address the standing of the plaintiff parents. The trial court also dismissed the plaintiffs' complaint for failure to state a claim. The [363]*363court of appeals affirmed the district court's holding that plaintiff school districts lacked standing, but held that plaintiff parents did have standing. Lobato v. State, 216 P.3d at 34-35. The court of appeals also affirmed the dismissal of plaintiff's complaint for failure to state a claim. Lobato v. State, 216 P.3d at 35-42.

The plaintiff school districts appeal their dismissal for lack of standing. Additionally, both the plaintiff parents and the plaintiff school districts appeal the holding that their claims present a nonjusticiable political question. Because this case was dismissed before either side presented evidence, our precedent requires that we accept the plaintiffs' factual allegations as true.

As a threshold matter, we examine whether the court of appeals should have addressed the school districts' standing. Because none of the parties contest that the plaintiff parents possess standing, we hold that it was unnecessary for the court of appeals to decide this issue, and reverse the court of appeals on this issue.

Next, we examine whether the plaintiffs present a justiciable claim for relief. The education clause, article IX, section 2 of the Colorado Constitution, states in relevant part that "the general assembly shall ... provide for the establishment and maintenance of a thorough and uniform system of free public schools throughout the state...." The state defendants argue that the plaintiffs raise a nonjusticiable political question in that the judiciary lacks manageable standards by which to resolve the issue. They further argue that the plaintiffs' claims are precluded by article IX, section 17 of the Colorado Constitution ("Amendment 23").

We reject both of the state defendants' arguments. We have never applied the political question doctrine to avoid deciding a constitutional question, and we decline to do so now. We interpret this court's decision in Lujan v. Colorado State Board of Education, 649 P.2d 1005 (Colo.1982), to hold that it is the responsibility of the judiciary to determine whether the state's public school finane-ing system is rationally related to the constitutional mandate that the General Assembly provide a "thorough and uniform" system of public education. Such a rational basis review satisfies the judiciary's obligation to evaluate the constitutionality of the state's public school financing system without unduly infringing on the legislature's policymak-ing authority. The court's task is not to determine "whether a better financing system could be devised," Id. at 1025, but merely to determine whether the system passes constitutional muster.

As was the case in Lwjan, this claim triggers the court's responsibility to review the state's public school funding scheme to determine whether the existing funding system is rationally related to the General Assembly's constitutional mandate to provide a "thorough and uniform" system of public education. Treating the plaintiffs' allegations as true, we hold that plaintiffs' constitutional challenges to Colorado's public school finane-ing scheme are justiciable.

Article IX, section 17 of the Colorado Constitution ("Amendment 23") does not affect our holding that the plaintiffs present a justi-ciable claim for relief. Amendment 23 pre-seribes minimum increases for state funding of education, but it was not intended to qualify, quantify, or modify the "thorough and uniform" mandate expressed in the education clause, which recognized as an appropriate subject for judicial review and interpretation. Amendment 23 neither relates to nor concerns the "thorough and uniform" mandate in the education clause and, therefore, does not affect our holding that the plaintiffs present a justiciable claim for relief.

Accordingly, the plaintiffs must be provided the opportunity to prove their allegations. To be successful, they must prove that the state's current public school financing system is not rationally related to the General Assembly's constitutional mandate to provide a "thorough and uniform" system of public education. On remand, the trial court must give substantial deference to the legislature's fiscal and policy judgments. It may appropriately rely on the legislature's own pronouncements concerning the meaning of a "thorough and uniform" system of education. If the trial court finds the current system of public finance irrational and thus unconstitu[364]*364tional, then that court must permit the legislature a reasonable period of time to change the funding system so as to bring the system in compliance with the Colorado Constitution.

Hence, we reverse the judgment of the court of appeals We remand this case to the court of appeals to be returned to the trial court for proceedings consistent with this opinion.

II. Plaintiffs' Complaint and Proceedings Below

A. Plaintiffs' Complaint

Plaintiffs allege that Colorado's school financing system is underfunded and distributes funds on an irrational and arbitrary basis in violation of the education clause's mandate of a "thorough and uniform" system of public education. See Colo. Const. art. IX, § 2.

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Cite This Page — Counsel Stack

Bluebook (online)
218 P.3d 358, 2009 Colo. LEXIS 998, 2009 WL 3337684, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lobato-v-state-colo-2009.