Pendleton School District 16R v. State

200 P.3d 133, 345 Or. 596, 2009 Ore. LEXIS 1
CourtOregon Supreme Court
DecidedJanuary 23, 2009
DocketCC 0603-02980; CA A133649; SC S056096
StatusPublished
Cited by26 cases

This text of 200 P.3d 133 (Pendleton School District 16R v. State) is published on Counsel Stack Legal Research, covering Oregon Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Pendleton School District 16R v. State, 200 P.3d 133, 345 Or. 596, 2009 Ore. LEXIS 1 (Or. 2009).

Opinion

*599 DE MUNIZ, C. J.

Plaintiffs in this case are 18 school districts and seven public school students. They filed this action against the State of Oregon, seeking a declaratory judgment that Article VIII, section 8, of the Oregon Constitution requires that the legislature fund the Oregon public school system at a level sufficient to meet certain quality educational goals established by law and a mandatory injunction directing the legislature to appropriate the necessary funds. The trial court granted summary judgment against plaintiffs, and the Court of Appeals affirmed. Pendleton School Dist. v. State of Oregon, 220 Or App 56, 185 P3d 471 (2008). We allowed the plaintiffs’ petition for review, and now conclude that the legislature has failed to fund the Oregon public school system at the level sufficient to meet the quality education goals established by law and that plaintiffs were entitled to a declaratory judgment to that effect. However, we also conclude that, in adopting Article VIII, section 8, Oregon voters did not intend to achieve the level of funding required in that constitutional provision through judicial enforcement. Consequently, we affirm in part and reverse in part the decision of the Court of Appeals and the judgment of the trial court.

FACTS AND PROCEDURAL BACKGROUND

The parties agree as to the facts. In the November 2000 general election, the voters of the state adopted Ballot Measure 1, a constitutional amendment that became Article VIII, section 8, of the Oregon Constitution. The relevant part of Article VIII, section 8, provides:

“(1) The Legislative Assembly shall appropriate in each biennium a sum of money sufficient to ensure that the state’s system of public education meets quality goals established by law, and publish a report that either demonstrates the appropriation is sufficient, or identifies the reasons for the insufficiency, its extent, and its impact on the ability of the state’s system of public education to meet those goals.” 1

*600 The next year, the legislature acted to comply with Article VIII, section 8. That legislation, Oregon Laws 2001, chapter 895, identified certain preexisting statutes as setting the pertinent quality goals for the public school system. Id. at § 5 (codified as amended at ORS 327.506). The legislation also established a Quality Education Commission (QEC) to determine the amount of funding needed to ensure that the public school system met those goals. Id. at §§ 1,2 (codified at ORS 327.497 and codified as amended at ORS 327.500). 2

In accordance with the reporting requirement of Article VIII, section 8, the legislature also directed that a report be prepared every biennium. Or Laws 2001, ch 895, § 7 (codified as amended at ORS 171.857). ORS 171.857 provides that the report shall “[demonstrate that the amount” appropriated for the public school system “is the amount of moneys as determined by the Quality Education Commission * * * that is sufficient to meet the quality goals.” ORS 171.857(4)(a). Alternatively, the report shall

“[ildentify the reasons that the amount appropriated for the state’s system of kindergarten through grade 12 public education is not sufficient, the extent of the insufficiency and the impact of the insufficiency on the ability of the state’s system of kindergarten through grade 12 public education to meet the quality goals.”

ORS 171.857(4)(b).

Historically, the legislature never has appropriated the amounts designated by the QEC. For the 2003-05 biennium, the QEC concluded that $6,995 billion was needed to meet the quality goals established by law; the legislature ultimately appropriated $4.9 billion. For the 2005-07 biennium, the QEC concluded that $7,035 billion was needed to meet the quality goals established by law; the legislature appropriated just over $5.2 billion. 3

*601 In March 2006, plaintiffs filed this action against the state. Plaintiffs’ amended complaint alleged that Article VIII, section 8, required the legislature to appropriate enough money in each biennium to ensure that the state’s public school system met the quality goals established by law. The first claim for relief alleged that the legislature had failed to appropriate that sum of money for the 2005-07 biennium and that plaintiffs were entitled to a declaratory judgment that that failure violated Article VIII, section 8.

A second claim for relief in plaintiffs’ complaint also sought a declaratory judgment, but under a different provision of the Oregon Constitution — Article VIII, section 3. That section provides:

“The Legislative Assembly shall provide by law for the establishment of a uniform, and general system of Common schools.”

Plaintiffs contended that Article VIII, section 3, required the legislature to “appropriate funds sufficient to maintain an adequate system of K-12 public schools,” but the legislature had not appropriated sufficient funds for the 2005-07 biennium.

In a third claim for relief, plaintiffs sought a mandatory injunction “requiring defendants to appropriate for the current biennium funding sufficient to provide the Required Service Levels, i.e., the service levels that the [QEC] determined were necessary to achieve quality goals established by law.”

The state moved for summary judgment, contending that neither Article VIII, section 8, nor Article VIII, section 3, required the legislature to appropriate more funds for the public school system than already had been appropriated. The state argued that the legislature could comply with Article VIII, section 8, either by funding the public school system sufficient to meet the quality goals or by explaining in a report the reasons for the insufficient funding, the extent of *602 the insufficiency, and the effect that the insufficiency might be expected to have on educational goals. The state further contended that plaintiffs’ claim under Article VIII, section 3, was foreclosed by precedent from this court and the Court of Appeals.

Plaintiffs opposed the state’s motion for summary judgment and responded with their own motion for partial summary judgment.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Advocates for School Trust Lands v. State of Oregon
346 Or. App. 668 (Court of Appeals of Oregon, 2026)
Chernaik v. Brown
475 P.3d 68 (Oregon Supreme Court, 2020)
Robin v. Teacher Standards & Practices Comm'n
421 P.3d 385 (Court of Appeals of Oregon, 2018)
Kramer v. City of Lake Oswego
395 P.3d 592 (Court of Appeals of Oregon, 2017)
Couey v. Atkins
355 P.3d 866 (Oregon Supreme Court, 2015)
Association of Oregon Corrections Employees v. State
337 P.3d 998 (Court of Appeals of Oregon, 2014)
Chernaik v. Kitzhaber
328 P.3d 799 (Court of Appeals of Oregon, 2014)
Hale v. State
314 P.3d 345 (Court of Appeals of Oregon, 2013)
Couey v. Brown
306 P.3d 778 (Court of Appeals of Oregon, 2013)
California Northern Railroad v. Gunderson Rail Services, LLC
912 F. Supp. 2d 662 (N.D. Illinois, 2012)
Hazell v. Brown
287 P.3d 1079 (Oregon Supreme Court, 2012)
A. F. v. Oregon Department of Human Services
284 P.3d 1189 (Court of Appeals of Oregon, 2012)
Swanson v. Union County Assessor
Oregon Tax Court, 2012
Powell's Books, Inc. v. Kroger
622 F.3d 1202 (Ninth Circuit, 2010)
Pendleton School District 16R v. State
217 P.3d 175 (Oregon Supreme Court, 2009)
Friends v. COLUMBIA RIVER (S055915)
212 P.3d 1243 (Oregon Supreme Court, 2009)

Cite This Page — Counsel Stack

Bluebook (online)
200 P.3d 133, 345 Or. 596, 2009 Ore. LEXIS 1, Counsel Stack Legal Research, https://law.counselstack.com/opinion/pendleton-school-district-16r-v-state-or-2009.