TITLE 19.EDUCATION

Part 2. TEXAS EDUCATION AGENCY

Chapter 157. HEARINGS AND APPEALS

Subchapter AA. GENERAL PROVISIONS FOR HEARINGS BEFORE THE COMMISSIONER OF EDUCATION

The Texas Education Agency (TEA) adopts amendments to §§157.1041-157.1048 and 157.1051- 157.1057; the repeal of §§157.1049-157.1050 and 157.1058-157.1060; and new §§157.1049-157.1050 and 157.1058-157.1061, concerning hearings and appeals. The sections address general provisions for hearings before the commissioner of education. The rule actions result from the agency's rule review conducted in accordance with Texas Government Code, §2001.039. Amendments to §§157.1041-157.1043, 157.1046, and 157.1052- 157.1057 and new §§157.1049-157.1050, and 157.1058-157.1059 are adopted with changes to the proposed text as published in the February 13, 2004, issue of the Texas Register (29 TexReg 1286). Amendments to §§157.1044-157.1045, 157.1047-157.1048, and 157.1051; the repeal of §§157.1049-157.1050 and 157.1058-157.1060; and new §157.1060 and §157.1061 are adopted without changes to the proposed text as published in the February 13, 2004, issue of the Texas Register (29 TexReg 1286) and will not be republished.

The adopted amendments, repeals, and new sections delete a number of obsolete provisions and implement new procedures for employment hearings under Texas Education Code (TEC), Chapter 21, and for hearings under the commissioner's general jurisdiction under TEC, §7.057. The rules in 19 TAC Chapter 157, Subchapter AA, were last adopted to be effective in April 1993. Since the rules were last adopted, most of the hearings conducted by the commissioner are now based upon the local record, using the substantial evidence standard of review. Previously, most hearings were live evidentiary de novo hearings. The adopted amendments, repeals, and new sections facilitate the current standard of review and continue to govern detachment and annexation cases under TEC, Chapter 13, which are still held as live de novo hearings.

The adopted amendments to 19 TAC Chapter 157, Subchapter AA, include the following rule changes. Changes made in response to public comments subsequent to publication in the Texas Register as proposed are also noted, as applicable.

Section 157.1041, Scope and Purpose, is amended to remove obsolete references and to reflect current practice. In response to public comment, language related to proceedings is removed to increase uniformity within the subchapter.

Section 157.1042, Definitions, is amended to reflect current terminology and practice. In response to public comment, language related to process and proceedings is revised to reference hearings to increase uniformity within the subchapter.

Section 157.1043, Hearing Examiner, is amended to rename the title to Administrative Law Judge and to reflect current terminology and practice. In response to public comment, language related to a proceeding and a case is revised to reference a hearing to increase uniformity within the subchapter.

Section 157.1044, Classification of Parties, is amended to reflect current terminology and practice.

Section 157.1045, Appearances, is amended to provide clarification for entities representing a party.

Section 157.1046, Conduct and Decorum, is amended to update and clarify provisions relating to conduct and proceedings. In response to public comment, language related to proceedings is revised to reflect hearings to increase uniformity within the subchapter.

Section 157.1047, Classification of Pleadings, is amended to provide more specifications regarding pleadings filed with the commissioner.

Section 157.1048, Form and Content of Documents, is amended to provide more specification regarding the format of documents filed with the commissioner.

Section 157.1049, Service of Documents, is repealed; however, the provisions are updated and adopted as new §157.1050, Service of Documents on Other Parties. In addition, language was modified to recognize that statute may differ from rule. In response to public comment, language was modified to clarify service on the party or party representative.

Section 157.1050, Filing of Documents, is repealed; however, the provisions are updated and adopted as new §157.1049, Filing of Documents with the Commissioner of Education. In response to public comment, language was added to include the mailing and facsimile information for filing with the commissioner. The filing deadline was also changed from 5:00 p.m. to 11:59 p.m.

Section 157.1051, Petition for Review, is amended to streamline the petition process.

Section 157.1052, Answers, is amended to provide further specifications about respondents' answers. In response to public comment, language related to an appeal was revised to reference a hearing to increase uniformity within the subchapter.

Section 157.1053, Prehearing Conference, is amended to reflect current terminology and practice. In response to public comment, language related to a proceeding was revised to reference a hearing to increase uniformity within the subchapter. Language was also added to address the inclusion of the reason why all parties were not consulted.

Section 157.1054, Discovery, is amended to update and clarify terminology, statutory references, permissible forms of discovery, commissions and subpoenas, and discovery sanctions. In response to public comment, language related to a proceeding was revised to reference a hearing to increase uniformity within the subchapter.

Section 157.1055, Motions for Continuance, is amended to change the title to Motions and to provide further specifications for all motions filed with the commissioner. In addition, subsection (b) was broadened to include all motions. In response to public comments, language related to a proceeding was revised to reference a hearing to increase uniformity within the subchapter. Language was also added to allow for motions for continuance to be filed by agreement.

Section 157.1056, Dismissal Without a Hearing; Nonsuits, is amended to clarify terminology. In response to public comment, language related to an appeal was revised to reference a hearing to increase uniformity within the subchapter. Language was also added to include a notice and response process prior to entry of an order of dismissal.

Section 157.1057, Order of Procedure at Hearing, is amended to change the title to Order of Procedure at De Novo Hearing to update terminology and to reflect current practice. In response to public comment, language related to an appeal was revised to reference a hearing to increase uniformity within the subchapter.

Section 157.1058, Filing of Exceptions and Replies to Proposal for Decision, is repealed; however, the provisions are updated and adopted new as §157.1059 with the same title. In addition, language was expanded to ensure full presentation of all disagreements with the proposal for decision. In response to public comments, language related to a case was revised to reference a hearing to increase uniformity within the subchapter.

New §157.1058, Briefing, is adopted to govern the requirements of a brief in appeals to the commissioner. Subsequent to filing the proposal, the example in proposed subsection (a)(1) was deleted because it was too limiting and might cause confusion. In response to public comments, language related to a contested case was revised to reference a hearing to increase uniformity within the subchapter.

Section 157.1059, Orders, is repealed; however, the provisions are updated and adopted new as §157.1060 with the same title.

Section 157.1060, Motions for Rehearing, is repealed; however, the provisions are updated and adopted new as §157.1061 with the same title.

The following comments were received regarding adoption of the amendments, repeals, and new sections.

Comment. An individual commented that the rules contain inconsistent terminology involving the terms "appeal" and "hearings."

Agency response. While the word "appeal" was used only in reference to an agency division and to describe the action taken by a teacher to bring an employment decision before the commissioner, the agency notes that the phrases "contested case" and "proceedings" were used. Applicable sections throughout 19 TAC Chapter 157, Subchapters AA and BB, were modified to use the word "hearing" or a variant of the word to increase uniformity.

Comment. An individual commented that the standard of review is not clearly defined for individual cases.

Agency response. The standard of review in individual categories of hearings is set forth in statute. No change was made in response to this comment.

Comment. An individual commented that the rules do not set forth the remedies of the commissioner.

Agency response. The agency disagrees. The remedies of reversal, reverse and remand, and reverse and remand with instructions are standard remedies in all administrative law cases. No change was made in response to this comment.

Comment. Regarding §157.1049(a), (d), Filing of Documents with the Commissioner of Education, the Texas State Teachers Association (TSTA) commented that the rule should include the mailing and facsimile information for filing with the commissioner. The TSTA stated that the filing deadline should remain at midnight, especially in light of the hearings that contain short statutory deadlines.

Agency response. The agency agrees with these comments. The section was modified accordingly.

Comment. Regarding §157.1050, Service of Documents on Other Parties, the TSTA commented that the rule should be clarified to include service on the party or party representative.

Agency response. The agency agrees with this comment. The section was modified accordingly.

Comment. Regarding §157.1052, Answers, the TSTA commented that a provision requiring the entry of a default judgment in the event that a respondent fails to timely file an answer should be added.

Agency response. The agency disagrees. While there is no legal requirement, the incorporation of the Texas Rules of Civil Procedure would allow a default judgment. No change was made in response to this comment.

Comment. Regarding §157.1053, Prehearing Conferences, the TSTA commented that the requirement of three alternate dates for rescheduling the conference is excessive and would allow unnecessary delay of the process. The TSTA asserted that parties should also be allowed to demonstrate why consultation was not possible, similar to §157.1055(b).

Agency response. The agency disagrees with lowering the number of proposed dates because this would result in less scheduling flexibility for the parties and the agency. No change was made in response to this comment. The agency agrees with the second comment addressing the inclusion of the reason why all parties were not consulted. The section was modified accordingly.

Comment. Regarding §157.1055(a), Motions, the TSTA commented that this section should be modified to allow for motions for continuance to be filed by agreement.

Agency response. The agency agrees. The section was modified accordingly.

Comment. Regarding §157.1056, Dismissal Without a Hearing; Nonsuits, an individual commented that dismissing on the basis of mootness or res judicata is a violation of due process and lacks constitutional authority.

Agency response. While the agency disagrees with the characterization, the section was amended to include a notice and response process prior to entry of an order of dismissal.

19 TAC §§157.1041 - 157.1061

The amendments and new rules are adopted under the Texas Education Code (TEC), §21.301, which authorizes the commissioner of education to adopt rules governing the conduct of an appeal to the commissioner, and Texas Government Code, §2001.004, which authorizes a state agency to adopt rules of practice stating the nature and requirements of all available formal and informal procedures.

The amendments and new rules implement the Texas Education Code, §§7.057, 13.051(j), 21.301(e), and Texas Government Code, §2001.004.

§157.1041.Scope and Purpose.

(a) This chapter shall govern in all hearings before the commissioner of education.

(b) This chapter adopts for all purposes the provisions of the Texas Rules of Civil Evidence and the Texas Rules of Civil Procedure. The Rules of Civil Evidence and Civil Procedure will prevail except as modified by these rules. The provisions of this Subchapter AA shall govern the procedure for the administration of all hearings before the commissioner of education except where modified by Subchapter BB of this chapter (relating to Specific Appeals to the Commissioner).

§157.1042.Definitions.

The following words and terms, when used in this chapter, shall have the following meanings, unless the context clearly indicates otherwise.

(1) Administrative law judge--A member or employee of the agency or other individual assigned to issue a proposal for decision, to render a decision, or to make findings of fact or conclusions of law.

(2) Agency--The Texas Education Agency.

(3) Board--The board of trustees of a public school district.

(4) Commissioner--The commissioner of education, or one who has been designated by the commissioner to perform a task.

(5) Disqualification--When an administrative law judge, in his or her discretion, permanently forbids a party representative from any further participation in an adjudicative proceeding.

(6) Exclusion--When an administrative law judge, in his or her discretion, ejects a person temporarily from an adjudicative proceeding.

(7) Hearing--An adjudicative process from initiation until final decision.

(8) Independent hearing examiner--a person certified by the commissioner to hold hearings pursuant to the Texas Education Code, Chapter 21, Subchapter F (Hearings Before Hearings Examiners).

(9) Party representative--A lawyer or non-lawyer who acts on behalf of himself or herself or who is authorized to act on behalf of a party during the hearing.

§157.1043.Administrative Law Judge.

(a) The commissioner may designate and appoint an administrative law judge to act on his or her behalf in conducting any hearing held under this chapter and to prepare draft decisions or proposals for decision on those hearings.

(b) The administrative law judge has the authority to administer oaths; call and examine witnesses; issue subpoenas; make rulings on motions, the admissibility of evidence, and amendments to pleadings; maintain decorum; schedule and recess the hearing from day to day; establish reasonable timelines; and make any other orders as justice requires.

(c) If the administrative law judge is unable to continue presiding over a hearing at any time before the final decision, another administrative law judge will be appointed who shall perform any remaining function without the necessity of repeating any previous proceedings.

§157.1046.Conduct and Decorum.

(a) Standards of conduct during the hearings process.

(1) The administrative law judge and the party representative should refer to the Texas Disciplinary Rules of Professional Conduct for guidance, regardless of whether all participants are licensed attorneys (Texas State Bar Rules, Article 10, §9).

(2) A party representative shall maintain high standards of professionalism during the administrative process and promote an atmosphere of civility and fairness.

(3) A party representative shall use these rules for legitimate purposes and not for dilatory purposes or to harass or intimidate other participants.

(b) Exclusion or disqualification of party representatives.

(1) Contemptuous conduct. An administrative law judge may exclude or disqualify a party representative from participating in the agency hearings process for contemptuous conduct. The administrative law judge shall warn the party representative prior to disqualification or exclusion, if possible. Contemptuous conduct includes:

(A) actual or threatened physical assault of any participant to the hearing;

(B) knowingly or recklessly making a false statement of material fact or law to the administrative law judge;

(C) counseling or assisting a witness to testify falsely;

(D) knowingly offering or using false evidence;

(E) filing a frivolous or knowingly false pleading or other document, or filing a frivolous or knowingly false defense. A frivolous filing is one:

(i) for which the party representative is unable to make a good faith argument consistent with existing law, or a good faith argument for an extension, modification, or reversal of existing law; or

(ii) primarily for the purpose of harassing or maliciously injuring another person;

(F) paying, offering to pay, or acquiescing in a payment or offer of payment to a witness based on the content of the witness' testimony or the outcome of the hearing;

(G) continually violating an established rule of agency procedure or of evidence;

(H) raising superfluous objections or otherwise unreasonably delaying the hearing or increasing the costs or other burdens of the hearing;

(I) misrepresenting, mischaracterizing, or misquoting facts or law to gain unfair advantage;

(J) except as otherwise permitted by law, communicating or causing someone else to communicate with the administrative law judge without the knowledge and consent of opposing party representatives in order to gain unfair advantage or to influence the hearing;

(K) using offensive or abusive language during the hearing;

(L) making inappropriate derogatory remarks about the commissioner, an administrative law judge, a party, a witness, or opposing counsel at a hearing or in documents filed with the agency; and

(M) engaging in disruptive conduct.

(2) Conflicts of interest. An administrative law judge may disqualify a party representative from participating in a hearing if the administrative law judge decides that the party representative has a conflict of interest. Conflicts of interest can be, but are not limited to, the following:

(A) when a party representative who previously acted as a public officer or employee on a matter later attempts to represent a private client on the same matter, unless the appropriate government agency consents;

(B) when a party representative who serves as a public officer or employee on a matter negotiates for private employment with a party or party representative involved in the same matter;

(C) when a party representative who serves as a public officer or employee participates in a matter involving a former private client whom he or she represented on the same matter, unless no one may legally act in the attorney's stead;

(D) when an attorney engages in the practice of law while under suspension or in violation of a disciplinary order or judgment; and

(E) any other conflict of interest that, in the opinion of the administrative law judge, offends the dignity and decorum of the hearing.

(3) Procedures for excluding or disqualifying a party representative.

(A) Notice. The administrative law judge shall state the specific reason for excluding or disqualifying a party representative on the record or in a written order. The administrative law judge shall notify the affected party and party representative of the exclusion or disqualification personally or by certified mail.

(B) Reasonable time for substitution. After the administrative law judge has excluded or disqualified a party representative, the affected party or party representative shall have a reasonable time to substitute a new representative. In determining a reasonable time, the administrative law judge shall consider the right of opposing parties to have the hearing resolved without undue delay. The administrative law judge may therefore align the affected party with another party in interest instead of permitting a substitution.

(C) No further participation. After being disqualified from a hearing, a party representative may not provide further assistance, either directly or indirectly, to any party with regard to the hearing, except to the extent reasonably necessary to appeal to the commissioner and to complete the withdrawal and substitution of a new party representative.

(D) No recusal. The exclusion or disqualification of a party representative by an administrative law judge is not a ground for recusal of the administrative law judge in the same or any subsequent hearing.

§157.1049.Filing of Documents with the Commissioner of Education.

(a) Except where otherwise provided by law, the petitioner shall file with the commissioner or the agency's division responsible for hearings and appeals a petition for review within 45 calendar days after the decision, order, or ruling complained of is first communicated to the petitioner. In all cases, when a decision is announced in the presence of the petitioner or the petitioner's representative of record at a hearing, the announced decision shall constitute communication to the petitioner.

(b) Filing of documents is governed by Texas Rules of Civil Procedure 21 and 21a.

(c) Except as otherwise provided, any document other than a petition for review will be filed with the agency's division responsible for hearings and appeals. All mailings and deliveries shall be addressed to: Texas Education Agency, 1701 North Congress Avenue, Suite 2-150, Austin, Texas 78701-1494. All facsimile filings shall be sent to the following facsimile number: (512) 475-3662.

(d) All documents filed after 11:59 p.m. Central Time shall be deemed filed on the following business day.

(e) Failure to comply with subsection (a) of this section relating to the time for filing a petition for review will result in the dismissal of the case.

§157.1050.Service of Documents on Other Parties.

Unless otherwise provided by law, every pleading, plea, or motion filed with the agency's division responsible for hearings and appeals shall be served on all parties or party representatives by the same method as the document was filed with the agency, except that service by facsimile may be substituted for personal service.

§157.1052.Answers.

(a) Except where otherwise provided by law, the respondent shall file an answer within 30 calendar days after receiving notice from the commissioner that a hearing has been docketed.

(b) The answer shall specifically admit or deny each allegation in the petition for review, or shall assert that respondent is without sufficient knowledge and information to admit or deny the allegation and shall set forth all affirmative defenses.

(c) The answer shall contain the name of the respondent or the respondent's party representative, the mailing address, telephone number during business hours, and facsimile number, if any.

(d) In de novo hearings, all well-pled factual allegations will be deemed admitted unless the respondent's answer, containing specific responses to each allegation, is filed within the time period prescribed in subsection (a) of this section. A general denial shall not be sufficient to controvert factual allegations contained in the petition for review.

§157.1053.Prehearing Conference.

(a) In any hearing, the administrative law judge or a party may move for the setting of a prehearing conference. At the administrative law judge's discretion, the parties shall be directed to appear, either in person or by telephone, at a specific time for a conference prior to a hearing on the merits for the purposes of considering any of the following:

(1) the formulation or simplification of issues;

(2) admission of certain assertions of fact or stipulations;

(3) the procedure at the hearing on the merits, if the hearing is de novo;

(4) any limitation, where possible, of the number of witnesses, if the hearing is de novo; and/or

(5) such other matters as may aid in the simplification of the hearing or the disposition of matters in controversy, including the settlement of matters in dispute.

(b) Action taken at the conference shall be recorded in the manner directed by the administrative law judge.

(c) A written request to reschedule a telephonic conference must contain a statement that all parties have been consulted or the reason why all parties were not consulted and list any objection and shall set forth three alternate dates and times for rescheduling the conference.

§157.1054.Discovery.

(a) Permissible forms of discovery in a de novo hearing are:

(1) oral or written deposition governed by Texas Government Code, §§2001.094-2001.103;

(2) written interrogatories to a party governed by Texas Rule of Civil Procedure 197;

(3) requests of a party for admission of facts and the genuineness or identity of documents or things governed by Texas Rule of Civil Procedure 198;

(4) requests and motions for production, examination, and copying of documents or other tangible materials governed by Texas Government Code, §2001.091;

(5) requests and motions for entry upon and examination of real property governed by Texas Government Code, §2001.091;

(6) discovery from parties regarding the identity of witnesses or potential parties and expert reports governed by Texas Government Code, §2001.092, and discovery from parties regarding copies of previous statements governed by Texas Government Code, §2001.093; and

(7) requests for disclosure governed by Texas Rule of Civil Procedure 194.

(b) Commissions to take depositions and subpoenas to secure the attendance of a witness at hearing may only be issued by an administrative law judge. To obtain a commission or a subpoena, a party must file a motion which specifically articulates grounds constituting good cause for the issuance of the subpoena and must pay all applicable fees.

(c) Any motion to compel discovery shall contain a certificate by the party filing the motion that efforts to resolve the discovery dispute without the necessity of agency intervention have been attempted and failed.

(d) Requirements concerning discovery sanctions include the following.

(1) Motions for sanctions or order compelling discovery. Upon reasonable notice to all party representatives and affected persons, a party may apply to the administrative law judge for an order compelling discovery. A party may not request sanctions under paragraph (3) of this subsection without having first obtained an order compelling discovery.

(2) Enforcement in district court. If a person fails to comply with a subpoena or a commission for deposition issued by an administrative law judge, the agency or party requesting the subpoena or commission for deposition may seek its enforcement in district court in any manner provided by law.

(3) Failure to comply with order or with discovery request. If a party; or an officer, director, or managing agency of a party; or a person designated to testify on behalf of a party fails to comply with proper discovery requests or to obey an order compelling discovery, an administrative law judge may, after opportunity for hearing, issue orders in response to the failure, including any of the following orders:

(A) preventing the disobedient party from further discovery of any kind, or of a particular kind;

(B) deeming any facts pertaining to the order, or any other facts, to be established, as claimed by the moving party;

(C) disallowing the disobedient party from supporting or opposing designated claims or defenses, or prohibiting the party from introducing designated matters in evidence; and

(D) striking out pleadings or parts of pleadings, staying further action until the order is obeyed; dismissing the hearing with or without prejudice; or rendering a judgment against the disobedient party.

(4) Abuse of discovery process. The administrative law judge may impose any of the sanctions listed in paragraph (3) of this subsection on a party who abuses the discovery process in seeking or resisting discovery or who files a request, response, or answer that is frivolous, oppressive, or made for the purpose of delay.

(5) Failure to respond to or supplement discovery. A party who fails to respond to or supplement a discovery request or refuses to supplement a response to a discovery request may not present evidence that the party was under a duty to provide in a response or supplemental response, and may not offer the testimony of an expert witness or of any other person having knowledge of the discoverable matter, unless the administrative law judge finds good cause to permit the evidence despite the noncompliance. The burden of establishing good cause is upon the party offering the evidence, and good cause must be shown in the record.

(6) Impermissible communications. Unless permitted by law, party representatives shall not communicate with the administrative law judge or the commissioner without the knowledge of all other parties. The administrative law judge or commissioner may impose any of the preceding sanctions for impermissible communication.

(7) Record of basis for sanction. The administrative law judge shall state the specific basis for any sanction in the record or in a written order.

§157.1055.Motions.

(a) A motion for continuance of any hearing shall specifically articulate grounds constituting good cause or shall be by agreement and shall be filed in writing.

(b) All motions requiring a ruling must be in writing and must contain a certificate of conference asserting that the movant has conferred with the opposing party representative and has or has not obtained agreement with the motion. If no conference was conducted, the movant shall state the reasons, amounting to good cause, why the conference was not held. Any motion for which a conference was not held must be responded to within seven days, unless the administrative law judge specifies a shorter time to respond.

§157.1056.Dismissal Without a Hearing; Nonsuits.

(a) The commissioner or his or her designee may, on his or her own motion or the motion of a party, inform the parties of the commissioner's intent to dismiss a hearing and allow time for response. The commissioner may then dismiss a hearing without further action for the following reasons: compromise, unnecessary duplication of proceedings, res judicata, withdrawal, mootness, untimely filing, lack of jurisdiction, failure of a petitioner to set forth facts in the pleadings that would support a decision in the petitioner's favor, failure to state a claim for which relief can be granted, failure to exhaust administrative remedies, or failure to prosecute.

(b) The petitioner may nonsuit the hearing at any time.

§157.1057.Order of Procedure at De Novo Hearing.

(a) The petitioner may state briefly the nature of the claim or defense, what the petitioner expects to prove, and the relief sought. Immediately after, the respondent may make a similar statement, and the intervenors and other parties will be afforded similar rights as determined by the administrative law judge.

(b) Evidence shall then be introduced by the petitioner. The respondent and intervenors shall have the opportunity to cross-examine each of the petitioner's witnesses.

(c) Cross-examination is not limited solely to matters raised on direct examination. Parties are entitled to redirect and recross examination.

(d) Unless the statement has already been made, the respondent may briefly state the nature of the claim or defense, what the respondent expects to prove, and the relief sought.

(e) Evidence, if any, shall be introduced by the respondent. The petitioner and intervenors shall have the opportunity to cross-examine each of the respondent's witnesses.

(f) The intervenor and other parties may make their statement, unless they have already done so, and shall introduce their evidence, if any. The petitioner and respondent shall have the opportunity to cross-examine the intervenor's witnesses.

(g) The petitioner may present rebuttal evidence.

(h) The parties may be allowed closing arguments at the discretion of the administrative law judge.

(i) The administrative law judge may permit deviations from this order of procedure in the interests of justice.

(j) Parties shall provide four copies of each exhibit offered.

(k) At the de novo hearing before the commissioner, any part or all of a certified transcript of sworn testimony and exhibits taken in a hearing before the board of trustees from which the petitioner appeals may be used by any party for any purpose against any party who was present or represented at the hearing before the board of trustees or who had reasonable notice of the meeting. The Texas Rules of Civil Evidence shall be applied to each question and answer as though the witness were then present and testifying. Unavailability of a witness is not a requirement for admissibility. Testimony of a witness in the hearing before the commissioner shall not be precluded solely because the testimony is contained in the record of the hearing before the board of trustees.

(l) In any hearing where a party is represented by more than one attorney, a lead attorney must be designated prior to the commencement of the hearing.

§157.1058.Briefing.

(a) If briefing is required in a hearing that is reviewed by the commissioner under the substantial evidence standard, the petitioner's brief shall contain the following:

(1) Statement of the case. The brief must state concisely the nature of the case, the course of proceedings, and the school district's disposition of the case. The statement should be supported by record references, should seldom exceed one-half page, and should not discuss the facts.

(2) Issues presented. The brief must state concisely all issues or points presented for review. The statement of an issue or point will be treated as covering every subsidiary question that is fairly included. However, an issue that is not so identified is waived.

(3) Statement of facts. The brief must state concisely and without argument the facts pertinent to the issues or points presented. The commissioner will accept as true the facts stated unless another party contradicts them. The statement must be supported by record references.

(4) Argument. The brief must contain clear and concise argument for the contentions made with appropriate citations to authorities and to the record.

(5) Prayer. The brief must contain a short conclusion that clearly states the nature of the relief sought.

(b) If briefing is required in a case that is reviewed by the commissioner under the substantial evidence standard, the respondent's brief shall conform to the requirements of the petitioner's brief, except that the respondent's brief need not include a statement of the case, statement of the issues presented, or a statement of the facts, unless the respondent is dissatisfied with that portion of the petitioner's brief.

(c) Because briefs are meant to acquaint the commissioner with the issues in the case and to present argument that will enable the commissioner to decide the case, substantial compliance with this rule is sufficient, subject to the following.

(1) Formal defects. If the administrative law judge determines that this rule has been flagrantly violated, the administrative law judge may require a brief to be amended, supplemented, or redrawn as statutory timelines may allow. If another brief that does not comply with this rule is filed, the administrative law judge may strike the brief, prohibit the party from filing another, and proceed as if the party had failed to file a brief.

(2) Substantive defects. If the administrative law judge determines either before or after submission, that the case has not been properly presented in the briefs, or that the law and authorities have not been properly cited in the briefs, the administrative law judge may, if statutory timelines allow, postpone submission, require additional briefing, and make any order necessary for a satisfactory submission of the case.

§157.1059.Filing of Exceptions and Replies to Proposal for Decision.

(a) A copy of the proposal for decision in a hearing shall be simultaneously delivered or mailed by certified mail, return receipt requested, to each party representative of record.

(b) Exceptions to the proposal for decision shall be filed within 30 calendar days of the date of the proposal for decision.

(c) Replies to exceptions shall be filed within 50 calendar days of the date of the proposal for decision.

(d) All disagreements with the factual findings and legal conclusions of the proposal for decision must be made in the parties' exceptions to the proposal for decision or be waived.

(e) The exceptions shall be specifically and concisely stated. The evidence relied upon shall be stated with particularity, and any evidence or arguments relied upon shall be grouped under the exceptions to which they relate.

(f) The timelines may be modified by the administrative law judge.

This agency hereby certifies that the adoption has been reviewed by legal counsel and found to be a valid exercise of the agency's legal authority.

Filed with the Office of the Secretary of State on June 30, 2004.

TRD-200404321

Cristina De La Fuente-Valadez

Director, Policy Coordination

Texas Education Agency

Effective date: July 20, 2004

Proposal publication date: February 13, 2004

For further information, please call: (512) 475-1497


19 TAC §§157.1049, 157.1050, 157.1058 - 157.1060

The repeals are adopted under the Texas Education Code (TEC), §21.301, which authorizes the commissioner of education to adopt rules governing the conduct of an appeal to the commissioner, and Texas Government Code, §2001.004, which authorizes a state agency to adopt rules of practice stating the nature and requirements of all available formal and informal procedures.

The repeals implement the Texas Education Code, §§7.057, 13.051(j), 21.301(e), and Texas Government Code, §2001.004.

This agency hereby certifies that the adoption has been reviewed by legal counsel and found to be a valid exercise of the agency's legal authority.

Filed with the Office of the Secretary of State on June 30, 2004.

TRD-200404322

Cristina De La Fuente-Valadez

Director, Policy Coordination

Texas Education Agency

Effective date: July 20, 2004

Proposal publication date: February 13, 2004

For further information, please call: (512) 475-1497


Subchapter BB. SPECIFIC APPEALS TO THE COMMISSIONER

The Texas Education Agency (TEA) adopts the repeal of §§157.1071-157.1074 and new §§157.1071-157.1073, concerning hearings and appeals. The sections address specific appeals to the commissioner. The rule actions result from the agency's rule review conducted in accordance with Texas Government Code, §2001.039. The repeal of §§157.1071-157-1074 is adopted without changes to the proposed text as published in the February 13, 2004, issue of the Texas Register (29 TexReg 1293) and will not be republished. New §§157.1071-157.1073 are adopted with changes to the proposed text as published in the February 13, 2004, issue of the Texas Register (29 TexReg 1293). The adopted repeals and new rules delete obsolete provisions and implement new procedures for employment hearings under Texas Education Code (TEC), Chapter 21, and for hearings under the commissioner's general jurisdiction under TEC, §7.057.

The rules in 19 TAC Chapter 157, Subchapter BB, were last adopted to be effective in April 1993. Since the rules were last adopted, most of the hearings conducted by the commissioner are now based upon the local record, using the substantial evidence standard of review. Previously, most hearings were live evidentiary de novo hearings. The adopted repeals and new rules facilitate the current standard of review and continue to govern detachment and annexation cases, which are still held as live de novo hearings. The adopted new provisions in Subchapter BB provide that all hearings in which the agency is a party will be conducted by the State Office of Administrative Hearings. These cases include charter school charter actions and driver training cases.

The adopted amendments to 19 TAC Chapter 157, Subchapter BB, include the following rule changes. Changes made in response to public comments subsequent to publication in the Texas Register as proposed are also noted, as applicable.

Sections 157.1071, Proceedings Brought Under the Term Contract Nonrenewal Act; 157.1072, Hearings Concerning Complaints Made to the Teachers' Professional Practices Commission of Texas; 157.1073, Proceedings Concerning the Suspension or Cancellation of a Certificate or Permit by the District or the Agency; and 157.1074, Student Appeals, are repealed to delete obsolete provisions.

New §157.1071, Proceedings in Which the Texas Education Agency is a Party, is adopted to establish that the State Office of Administrative Hearings will hear cases in which the agency is a petitioner or respondent. In response to public comment, language related to proceedings and cases was revised to reference hearings to increase uniformity within the subchapter. The section title was changed to Hearings in Which the Texas Education Agency is a Party.

New §157.1072, Proceedings Brought under Texas Education Code, Chapter 21, Subchapter G, is adopted to set forth procedures for employment appeals to the commissioner by educators. In response to public comment, language related to appeals, cases, and proceedings was revised to reference hearings to increase uniformity within the subchapter. The section title was changed to Hearings Brought Under Texas Education Code, Chapter 21, Subchapter G.

New §157.1073, Proceedings Brought Under Texas Education Code, §7.057, is adopted to set forth procedures for appeals to the commissioner by persons aggrieved by the school laws of the state or certain actions or decisions of any school district board of trustees. In response to public comment, language related to appeals, cases, and proceedings was revised to reference hearings to increase uniformity within the subchapter. The section title was changed to Hearings Brought Under Texas Education Code, §7.057.

The following comments were received regarding adoption of the repeals and new sections.

Comment. An individual commented that the rules contain inconsistent terminology involving the terms "appeal" and "hearings."

Agency response. While the word "appeal" was used only in reference to an agency division and to describe the action taken by a teacher to bring an employment decision before the commissioner, the agency notes that the phrases "contested case" and "proceedings" were used. Applicable sections throughout 19 TAC Chapter 157, Subchapters AA and BB, were modified to use the word "hearing" or a variant of the word to increase uniformity.

Comment. Regarding §157.1072(c), Proceedings Brought Under Texas Education Code, Chapter 21, Subchapter G, the Texas State Teachers Association (TSTA) commented that amendments that include the addition of legal claims and arguments should be permitted after the statutory filing deadline for a petition for review. The TSTA noted that a petition for review must be filed within 20 days after the board hearing and that counsel may discover additional arguments and claims after reviewing the local record.

Agency response. The agency disagrees. The timelines for filing a petition for review and a response and the local record are statutory. Further, the legislative intent is clear that these hearings should be resolved as expeditiously as possible. By allowing petitioners to add claims and arguments after the filing deadline, the issues for decision will not be solidified until well into the briefing process. This adversely impacts the commissioner's ability to have sufficient time to consider all issues brought forward since the deadline for issuing a decision is mandatory and cannot be extended. The district would have insufficient time to review and response to the new allegations. No change was made in response to these comments.

Comment. Regarding §157.1072(d)(1) and (2), the TSTA requested the addition of a requirement to provide a copy of the local record to the teacher at no cost.

Agency response. The agency disagrees. There is no legal requirement for this change. The statute and the rule provide for opportunities for the teacher to review the record and to obtain the record at a reasonable cost. If the teacher's attorney is located in Austin, the agency provides easy access to the record. No change was made in response to this comment.

Comment. Regarding §157.1072(h), the TSTA requested that the rule allow supplementation of a nonrenewal record when the board of trustees conducted the hearing.

Agency response. The agency disagrees. The filing of the record is statutory. Further, the legislative intent is clear that these hearings should be resolved as expeditiously as possible. This adversely impacts the commissioner's ability to have sufficient time to consider the record when additions are made late in the statutory timelines. No change was made in response to this comment.

Comment. Regarding §157.1072(k), the mailbox rule, the TSTA requested that pleadings should be accepted as timely filed if mailed on or before the due date and received within five days of the deadline.

Agency response. The agency disagrees. Due to the statutory timelines and the standard briefing schedule for TEC, Chapter 21, hearings, pleadings arriving five days after the deadline substantially decreases the time the commissioner has for considering the pleading or brief. The agency accepted the request to extend the facsimile filing deadline to midnight; however, no further change was made in response to this comment.

Comment. Regarding §157.1073(e), Proceedings Brought Under Texas Education Code, §7.057, the TSTA requested the addition of a requirement to provide a copy of the local record to the teacher at no cost.

Agency response. The agency disagrees. There is no legal requirement for this change. The statute and the rule provide for opportunities for the teacher to review the record and to obtain the record at a reasonable cost. If the teacher's attorney is located in Austin, the agency provides easy access to the record. No change was made in response to this comment.

Comment. An individual expressed their belief that equal protection rights are violated because parents and teachers are afforded different rights of procedure. The individual asserted that the proposed rules ignore the intent and purpose of the TEC in giving parents legal status as full partners with educators.

Agency response. The agency disagrees. All parties are governed by the same process under §157.1073, governing hearings under TEC, §7.057, the commissioner's general hearing authority. No change was made in response to this comment.

19 TAC §§157.1071 - 157.1074

The repeals are adopted under the Texas Education Code (TEC), §21.301, which authorizes the commissioner of education to adopt rules governing the conduct of an appeal to the commissioner; TEC, §12.116, which authorizes the commissioner to adopt a procedure to be used for modifying, placing on probation, revoking, or denying renewal of the charter of an open-enrollment charter school; and Texas Government Code, §2001.004, which authorizes a state agency to adopt rules of practice stating the nature and requirements of all available formal and informal procedures.

The repeals implement the Texas Education Code, §§7.057, 12.115, 12.116, 21.301, 1001.459, 1001.460, and Texas Government Code, §2001.004.

This agency hereby certifies that the adoption has been reviewed by legal counsel and found to be a valid exercise of the agency's legal authority.

Filed with the Office of the Secretary of State on June 30, 2004.

TRD-200404323

Cristina De La Fuente-Valadez

Director, Policy Coordination

Texas Education Agency

Effective date: July 20, 2004

Proposal publication date: February 13, 2004

For further information, please call: (512) 475-1497


19 TAC §§157.1071 - 157.1073

The new sections are adopted under the Texas Education Code (TEC), §21.301, which authorizes the commissioner of education to adopt rules governing the conduct of an appeal to the commissioner; TEC, §12.116, which authorizes the commissioner to adopt a procedure to be used for modifying, placing on probation, revoking, or denying renewal of the charter of an open-enrollment charter school; and Texas Government Code, §2001.004, which authorizes a state agency to adopt rules of practice stating the nature and requirements of all available formal and informal procedures.

The new sections implement the Texas Education Code, §§7.057, 12.115, 12.116, 21.301, 1001.459, 1001.460, and Texas Government Code, §2001.004.

§157.1071.Hearings in Which the Texas Education Agency is a Party.

(a) All requests for hearing in which the Texas Education Agency (the agency) is a petitioner or respondent shall be heard by the State Office of Administrative Hearings (SOAH).

(b) In hearings in which the agency is not the petitioner, petitions for review or requests for hearing shall be filed with the commissioner within 30 calendar days after the decision, order, or ruling complained of is first communicated to the petitioner, except as otherwise provided by law or agency rule.

(c) The agency's division responsible for hearings and appeals shall transmit the petition for review or request for hearing and a request to docket the hearing to SOAH.

§157.1072.Hearings Brought Under Texas Education Code, Chapter 21, Subchapter G.

(a) Applicability. This section shall apply to all hearings under the Texas Education Code (TEC), Chapter 21, Subchapter G. To the extent that this section conflicts with any other sections governing hearings before the commissioner, this section shall prevail.

(b) Standard of review. All hearings under this section shall be decided upon a substantial evidence review of the record created before an independent hearing examiner or the board of trustees except that the administrative law judge may take evidence of procedural irregularities that are not reflected in the local record that occurred at a hearing before an independent hearing examiner. In a request for an evidentiary hearing, a party shall identify the specific defect and its claimed effect on the decision of the board of trustees or board subcommittee. After such evidentiary hearing, the commissioner may:

(1) remand the case to the board of trustees with instructions;

(2) reverse the decision of the board of trustees; or

(3) decide the case on the merits if the commissioner finds that a procedural irregularity occurred but finds that the procedural irregularity was harmless.

(c) Petition for review. A teacher wishing to appeal the decision of a board of trustees or board subcommittee must file with the commissioner or the agency's division responsible for hearings and appeals a petition for review not later than the 20th day after the date the board of trustees or the board subcommittee announces its decision under TEC, §21.259, or the board notifies the teacher in writing of its decision not to renew the teacher's contract under TEC, §21.208. Failure to timely file a petition for review will result in the dismissal of the hearing. A petition for review may not be amended or supplemented after the deadline for filing a petition for review. A petition for review shall contain the following in numbered paragraphs:

(1) a description of the challenged ruling;

(2) the date of the challenged ruling;

(3) a precise description of the action the teacher wants the commissioner to take on the teacher's behalf;

(4) a statement of the jurisdiction and the legal basis of the claim;

(5) the name, mailing address, telephone number of the teacher's party representative during business hours, and facsimile number, if any; and

(6) the name, mailing address, and business telephone number of the school district's representative and facsimile number, if any.

(d) Filing of local record. A school district must file the record of the proceedings before an independent hearing examiner or the board of trustees not later than the 20th day after the date the petition for review is filed. All allegations which require the record for resolution will be deemed against the school district, if the school district fails to timely file the record of the proceedings. If a school district chooses to file an answer, the answer must be filed not later than the 20th day after the date the petition for review is filed or it will be struck as being untimely filed.

(1) The record of the proceedings before an independent hearing examiner or the board of trustees that is filed by the school district shall be considered complete and accurate and shall be admitted into evidence for all purposes unless the teacher files objections to the record within seven days after the date of filing. The administrative law judge may conduct a hearing for receiving evidence relevant to such a challenge to the record if it appears that the matter in dispute is material to the outcome of the hearing.

(2) The school district shall notify the teacher in writing when the record of the proceedings before the independent hearing examiner or the board of trustees is prepared and make the record available for inspection. A copy of the record shall be provided to the teacher at a reasonable charge upon request.

(e) Local record. The record of the proceedings before the independent hearing examiner or the board of trustees shall include:

(1) the transcripts of proceedings at the local level;

(2) all admitted evidence;

(3) all offers of proof;

(4) all written pleadings, motions, and intermediate rulings;

(5) a description of all matters officially noticed;

(6) if applicable, the recommendation of the independent hearing examiner;

(7) the transcript of the oral argument before the board of trustees or the board subcommittee;

(8) the decision of the board of trustees or the board subcommittee; and

(9) if applicable, the board of trustees' or the board subcommittee's written reasons for changing the recommendation of the independent hearing examiner.

(f) Authority of administrative law judge. The administrative law judge has the same authority as to the conduct of the hearing and discovery as does an independent hearing examiner under TEC, Chapter 21, Subchapter F. Due to the expedited nature of the hearing before the commissioner, in a hearing where discovery may be taken, the administrative law judge shall establish discovery timelines as justice requires.

(g) Motions. All motions requiring a ruling must contain a certificate of conference asserting that the movant has conferred with the opposing party representative and has or has not obtained agreement with the motion. If no conference was conducted, the movant shall state the reasons, amounting to good cause, why the conference was not held. Any motion for which a conference was not held must be responded to within three days unless the administrative law judge specifies a shorter time to respond. Failure to timely respond will result in a presumption that the motion is unopposed.

(h) Nonrenewal hearings without an independent hearing examiner. In a hearing involving the nonrenewal of a term contract that was not heard by an independent hearing examiner, if no fact findings were made, the commissioner will determine whether the decision is supported by substantial evidence by judging whether there is substantial evidence to support the reasons for proposed nonrenewal.

(i) Request for rehearing. Not later than the 20th day after the date the party or the party representative receives notice of the commissioner's decision under TEC, §21.304, a party may file a request for rehearing. A request for rehearing is not required for a party to appeal the commissioner's decision under TEC, §21.307. A request for rehearing is denied by operation of law if the commissioner does not issue an order before the 45th day after the date the party or the party's representative receives notice of the commissioner's decision.

(j) Motions for summary judgment. Motions for summary judgment are not permitted.

(k) Mailbox rule for filings. The mailbox rule does not apply to filings under this section.

§157.1073.Hearings Brought Under Texas Education Code, §7.057.

(a) Applicability. This section shall apply to all hearings brought under Texas Education Code (TEC), 7.057. To the extent that this section conflicts with any other section governing hearings before the commissioner, the requirements of this section shall prevail.

(b) Jurisdiction. The commissioner has jurisdiction of allegations that a person is aggrieved by:

(1) the school laws of the state; or

(2) the actions or decisions of any school district board of trustees that violate:

(A) the school laws of the state; or

(B) a provision of a written employment contract between the school district and a school district employee, if a violation causes or would cause monetary harm to the employee.

(c) Petition for review. In a hearing brought against a school district, a petition for review shall contain the following:

(1) a description of the challenged ruling, action, or failure to act;

(2) the date of the challenged ruling, action, or failure to act;

(3) a precise description of the action the petitioner wants the commissioner to take on the petitioner's behalf;

(4) a statement of jurisdiction and the legal basis for the claim;

(5) the name, mailing address, and business telephone number of the petitioner's party representative, and facsimile number, if any; and

(6) the name, mailing address, and business telephone number of respondent or respondent's representative, and facsimile number, if any.

(d) Local record. It is the responsibility of the school district to make and preserve the records of the proceedings before the board of trustees. If the school district fails to create and preserve the record without good cause, all substantial evidence issues that require missing portions of the record for resolution shall be deemed against the school district. The record shall include:

(1) a tape recording or a transcript of the hearing at the local level. If a tape recording is used:

(A) the tape recording must be complete, audible, and clear; and

(B) each speaker must be clearly identified;

(2) all evidence admitted;

(3) all offers of proof;

(4) all written pleadings, motions, and intermediate rulings;

(5) a description of all matters officially noticed;

(6) if applicable, the decision of the hearing examiner;

(7) a tape recording or transcript of the oral argument before the board of trustees; and

(8) the decision of the board of trustees.

(e) Filing of the local record; objection to the record. In all hearings filed against a school district, the school district must file the local record with its answer. The school district shall notify the petitioner in writing when the local record is prepared and make the record available to the petitioner for inspection. A copy of the local record shall be provided to the petitioner for a reasonable charge upon request. In all hearings filed against a school district, the record before the commissioner shall be considered complete and accurate and shall be admitted into evidence for all purposes, unless within 30 days of the date of filing the record, the petitioner files objections to the record that specifically set forth the items that are relevant and material and have been erroneously omitted for the record or portions of the record that are relevant and material but have been inaccurately transcribed. The administrative law judge shall conduct a hearing to receive evidence relevant to the challenge to the record if it appears that the matter in dispute is material to the outcome of the hearing.

(f) Supplementation of the local record. In all hearings filed against a school district, the commissioner's decision shall be based on a review of the local record. The administrative law judge may, on the motion of either party, order that the record be reopened and remanded to the district to supplement the transcript or tape recording if it appears that the party has evidence to offer that is material, relevant, or not unduly repetitious that the party, for good cause, was unable to adduce at the local hearing. Good cause for failure to secure the testimony of a witness may be demonstrated by:

(1) a clear and unambiguous communication to the witness of the party's intention to call the witness at the hearing;

(2) reasonable notice to the witness of the date, time, and place of the board meeting at which the testimony will be required;

(3) such reasonable follow-up measures as an ordinary prudent person would exercise to secure the attendance of a material witness at a hearing before the board of trustees; and

(4) if the witness is an employee of the district, the district shall produce the witness if reasonable notice is given to the superintendent of the party's intention to call the witness.

(g) Oral argument. Upon either party's request, the administrative law judge may afford both parties the opportunity to file briefs and present oral argument concerning the merits of the hearing.

(h) Standard of review in hearings against a school district. If no findings of fact are made by the board of trustees, the commissioner shall determine whether the decision is supported by substantial evidence by judging whether any permissible findings of fact support the board's decision. In all hearings against a school district, the commissioner may not substitute his or her judgment for the judgment of the school district on the weight of the evidence questions committed to the discretion of the board of trustees but:

(1) may affirm the decision of the board of trustees in whole or in part; and

(2) shall reverse or remand the case for further hearings if substantial rights of the petitioner have been prejudiced because the decision of the board of trustees is:

(A) in violation of a constitutional or statutory provision;

(B) in excess of the statutory authority of the board of trustees;

(C) made through unlawful procedure;

(D) affected by other error of law;

(E) not reasonably supported by substantial evidence considering the reliable and probative evidence in the record as a whole; or

(F) arbitrary or capricious or characterized by an abuse of discretion or clearly unwarranted exercise of discretion.

(i) Standard of review in hearings not against a school district. In all hearings not against a school district, the commissioner's decision shall be based upon a record developed before the commissioner, and the standard of review shall be preponderance of the evidence.

(j) Motion for summary judgment. A motion for summary judgment may not be filed in a hearing that is reviewed under the substantial evidence standard without obtaining leave of the administrative law judge.

(k) Administrative Procedure Act adopted. This section adopts for all purposes the provisions of the Administrative Procedure Act, Texas Government Code, Chapter 2001.

This agency hereby certifies that the adoption has been reviewed by legal counsel and found to be a valid exercise of the agency's legal authority.

Filed with the Office of the Secretary of State on June 30, 2004.

TRD-200404324

Cristina De La Fuente-Valadez

Director, Policy Coordination

Texas Education Agency

Effective date: July 20, 2004

Proposal publication date: February 13, 2004

For further information, please call: (512) 475-1497