BILL ANALYSIS                                                                                                                                                                                                    






                          SENATE COMMITTEE ON EDUCATION
                               Gloria Romero, Chair
                            2009-2010 Regular Session
                                         

          BILL NO:       SB 1298
          AUTHOR:        Hancock
          AMENDED:       April 7, 2010
          FISCAL COMM:   Yes            HEARING DATE:  April 14, 2010
          URGENCY:       No             CONSULTANT:Beth Graybill

           SUBJECT  :  Regional Occupational Centers and Programs  

           
          SUMMARY   

          This bill: (1) prohibits a school district from withdrawing  
          from a joint powers agency (JPA) that operates a Regional  
          Occupational Center or Program (ROCP) if doing so would  
          negatively impact students of other member school districts  
          or charter schools in the region and, (2) requires ROCP funds  
          to be used to meet specified statutory requirements.  

           BACKGROUND  

           Regional Occupational Centers and Programs
           
          Existing law establishes various career technical education  
          (CTE) programs for public schools including Regional  
          Occupational Centers and Programs that allow students from  
          multiple schools or districts to participate in career  
          technical training programs regardless of the geographical  
          location of their residence in a county or region.  Existing  
          law authorizes the following types of ROCPs operational  
          models:  (Education Code  52300 et. seq.)

              County ROCP:  Existing law authorizes county  
               superintendents, with the consent of the State Board of  
               Education (SBE) to establish and maintain a ROCP to  
               provide education and training in career technical  
               courses. 
               (EC  52301(a))

              Joint Powers Agency ROCP:  Existing law authorizes two  
               or more school districts to form a joint powers agency  
               (JPA) for the purpose of establishing and maintaining a  
               ROCP for students who are enrolled in those districts.   



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               (EC  52301(a)(2))

              Single District ROCP:  Existing law authorizes certain  
               very large districts, who do not wish to be part of a  
               county ROCP, to apply to the SBE through their county  
               superintendent for permission to establish and maintain  
               a ROCP for students enrolled in the district.  The  
               county superintendent may supervise the establishment of  
               the ROCP. ( EC  52301(b))

          Existing law authorizes school districts who do not meet the  
          enrollment criteria specified in EC  52301(b) to apply to  
          the State Board of Education through the county  
          superintendent for permission to establish a single-district  
          ROCP.  The SBE may deny the application based on criteria  
          that includes hardship on (a) school districts operating  
          ROCPs that are contiguous to the applicant school district  
          and hardship on (b) students of school districts operating  
          ROCPs that are contiguous to the applicant school district.   
          (EC 52301(c))  

          Existing law requires ROCPs to do all of the following:  

              Offer courses in accordance with a regional plan and  
               ensure that at least 90 percent of state-funded training  
               courses offered by an ROCP are part of occupational  
               course sequences that target comprehensive skills.  
          (EC  52302)

              Ensure that ROCP courses meet documented labor market  
               demand.  
          (EC  52302.3)

              Ensure that ROCP training and resources are primarily  
               focused on the needs of pupils enrolled in high school.   
               (EC  52302.8)

           Categorical Flexibility  

          SB 4 (Chapter 12, 3rd Extraordinary Session, 2009), reduced  
          funding for ROCPs and various other categorical programs for  
          the 2008-09 fiscal year through the 2012-13 fiscal year.  To  
          help mitigate these reductions, SB 4 authorized school  
          districts to use funding for those programs during that time  
          for any educational purpose to the extent permitted by  
          federal law (EC  42605).  Pursuant to SBX3 4:  




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              For the 2008-09 to the 2012-13 fiscal years, local  
               education agencies that use the flexibility provisions  
               are deemed to be in compliance with program and funding  
               requirements contained in statutory, regulatory, and  
               provisional language for the categorical programs.  

              As a condition of receipt of funds, governing boards of  
               a school district or county office of education must, at  
               a regularly scheduled open public hearing, take  
               testimony from the public and take action on the  
               proposed use of funding and make explicit the purposes  
               for which the funds will be used.

           ANALYSIS  

           This bill  :

          1)   Prohibits, for fiscal years 2008-09 to 2012-13  
               inclusive, a school district that receives funding for  
               its participation in a JPA-operated regional  
               occupational center or program from withdrawing from  
               that JPA if the State Board of Education (SBE)  
               determines the withdrawal would negatively impact career  
               technical education services offered by that center or  
               program to high school pupils of other school districts  
               or charter schools in the region.  

          2)   Notwithstanding EC  42605, requires school districts or  
               county offices of education that receive ROCP funding to  
               expend the funds allocated for CTE services as follows:   


               a)        In accordance with the regional plan for  
                    occupational course sequences. 
               b)        In order to meet documented labor market  
                    demand. 
               c)        To focus on the needs of high school pupils. 

           STAFF COMMENTS  

           1)   Need for the bill  :  According to the author's office,  
               categorical flexibility has created unique challenges  
               for Regional Occupational Centers and Programs (ROCPs).   
               While it appears that most local education agencies are  
               continuing to support ROCPs and ensure that programs are  
               comprised of sequenced courses, some are utilizing the  
               flexibility provisions of SBX3 4 to redirect their ROCP  



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               funding to meet other educational needs.  When that  
               happens in a JPA-operated ROCP, the impact of that loss  
               of funding on the regional program can create a hardship  
               on the remaining school districts and students in the  
               ROCP.  By limiting the ability of JPA-member districts  
               to withdraw from a JPA, the author hopes SB 1298 will  
               protect student access to workforce development  
               programs.  

           2)   Regional Occupational Centers & Programs  .  The  
               regionalization of career technical training programs  
               enables local education agencies to make efficient use  
               of resources to provide students with a broad array of  
               training opportunities that often require expensive  
               technical equipment or specially trained instructors.   
               According to the California Department of Education,  
               there are approximately 74 ROCPs offering approximately  
               100 career pathways and programs to more than 450,000  
               students across the state.  

          JPA-operated ROCPs are governed by a memorandum of  
               understanding (MOU) that specifies the terms of the  
               agreement between participating districts and a  
               governing board that is comprised of elected  
               representatives from each of the participating school  
               district governing boards.  JPA-operated ROCPs receive  
               funds from each of the participating school districts,  
               an amount per unit of average daily attendance (ADA)  
               equal to the revenue limit received by those districts  
               for each unit of ADA generated in the ROCP.  

           3)   Local issue  ?  In December 2009, the Shasta Union High  
               School District (SUHSD) provided notice to the governing  
               board of the Shasta-Trinity Regional Occupational  
               Program (STROP) of its intent to withdraw from the STROP  
               JPA effective for the 2010-11 school year.  While it  
               appears that categorical flexibility provided an  
               opportunity for SUHSD to use ROCP funds to enhance  
               existing CTE programs and expand the number of career  
               pathway programs, it also appears that SUHSD provided  
               notice in accordance with the termination requirements  
               specified in the JPA MOU, which specifies that the  
               agreement is deemed to be renewed annually unless "one  
               or more component districts give notice of their intent  
               to terminate their participation in the Agreement by  
               January 1 of any school year."  The sponsors of this  
               bill maintain that the departure of SUHSD will reduce  



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               STROP resources by 55% and create a significant adverse  
               impact on students who are enrolled in this program.  

          Notwithstanding the impact on other member districts, if the  
               action to withdraw from the JPA follows the terms of the  
               MOU, is approved by the district's governing board, and  
               is accepted by the governing board of the JPA, is it  
               appropriate for the state to second guess that local  
               decision?  Can or should the state compel a district to  
               maintain its participation in a JPA when it is no longer  
               in the best interest of its students?  

          Regardless of flexibility, if a district's intent in  
               withdrawing from a JPA-ROCP is to establish a  
               single-district ROCP, should the district be required to  
               submit a waiver application to the State Board pursuant  
               to EC  52301(c) as districts do when they withdraw from  
               a county ROCP?  

           4)   Inconsistent with flexibility granted by the  
               Legislature  .  Under the provisions of SBX3 4, local  
               education agencies have been granted temporary funding  
               and program flexibility from 2008-09 through 2012-13.   
               SBX3 4 effectively suspended statutory and funding  
               requirements for ROCP through 2012-13.  In 2013-14, the  
               funding formulas and program requirements that were in  
               place prior to 2008 will be reinstated.  

          By limiting the ability of a district participating in a JPA  
               to withdraw from the JPA and by requiring local  
               education agencies receiving ROCP funds to continue to  
               meet certain program requirements, this bill alters the  
               flexibility provisions of SBX3 4 for ROCPs.  Does this  
               bill reduce the ability of local education agencies to  
               manage their funding reductions by restricting how these  
               categorical funds may be used?  Notwithstanding the  
               merits of preserving workforce development programs and  
               opportunities for students or assuring that ROCPs  
               provide occupational course sequences, is it appropriate  
               to take away the flexibility the Legislature has already  
               granted with respect to ROCP funding?  

           5)   More to come  ?  If the Committee chooses to pass this  
               bill, could that encourage other groups to petition to  
               be excluded from categorical flexibility in order to  
               preserve funding for specific programs or ensure that  
               programs continue to operate as they did prior to  



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               2008-09?  

           6)   Could CTE flexibility change in the budget year  ?  The  
               Legislative Analyst Office (LAO) has recommended  
               streamlining funding for CTE by consolidating all high  
               school CTE funding ($427 million) and eliminating  
               programmatic requirements in favor of monitoring related  
               student outcomes.  Should SB 1298 be considered in the  
               context of budget discussions about categorical  
               flexibility?  

           7)   Temporary policy  .  This bill establishes a state-level  
               approval process that applies only to JPA-member  
               districts during the [temporary] categorical flexibility  
               period.  SBX3 4 already requires governing boards to  
               hold public meetings when they determine how categorical  
               funding will be used, is SBE review necessary?   
               Presumably these public hearings would provide an  
               opportunity for affected parents, teachers, or the JPA  
               governing board to voice their concerns about any  
               adverse impact on their pupils.  On the other hand, it  
               is unclear what will happen to ROCPs in these districts  
               after the categorical flexibility period ends in July  
               2013.  Will former JPA-member districts want to return  
               to the JPA, become a member of a different JPA, or seek  
               the "safe haven" of their local county ROCP?  Would it  
               make sense for school district governing boards to  
               address how ROCPs will be provided after categorical  
               flexibility ends?  

          As written, the bill imposes the additional review process  
               retroactively to 2008-09.  If it is the desire of the  
               Committee to pass this bill, staff recommends amendments  
               to limit the review requirement to the last two years of  
               the flexibility period (2011-12 and 2012-13). 

           8)   Previous and related legislation  :  

                            AB 2448 (Hancock, Chapter 572, Statutes of  
                    2006) phased out the number of adults that can be  
                    served through ROCPs and required that  classes are  
                    part of occupational course sequences targeting  
                    high skill occupations that are in need and  
                    required that courses be sequenced toward  
                    certification.  

                            SB 1197 (Alquist, Chapter 519, Statutes of  



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                    2008) streamlined the allocation of revenue limit  
                    funding to joint powers agencies that operate an  
                    ROCP, by allowing the JPA to receive funding  
                    directly from the county in which it is located.   
                    SBX3 4 required the Superintendent of Public  
                    Instruction to apportion funds for ROCPs based on  
                    the same relative proportion local education  
                    agencies received in 2008-09, in effect making the  
                    funding formula specified in SB 1197 inoperative  
                    until 2012-13.

                            SB 307 (Alquist, 2009) restored the  
                    funding process granted by SB 1197.  This measure  
                    was passed by this Committee on a 9-0 vote and was  
                    later held in the Assembly Appropriations  
                    Committee.  

                            SB 81 (Alquist, 2009), which was not heard  
                    by this Committee, would also have restored the  
                    funding process granted by SB 1197.  This measure  
                    was vetoed by the Governor with this message:  

                     I am concerned that this bill runs counter to the  
                     intent of recently enacted K-12 categorical  
                     flexibility provisions that were part of the  
                     2009-10 state budget agreement.  Those provisions  
                     were included to assist K-12 schools in meeting  
                     their highest priorities in an environment of  
                     significant funding constraints.  For this reason,  
                     I am unable to sign this bill.  

           1)   Policy arguments  .  

                         Proponents  indicate that small school  
                    districts are often able to provide their students  
                    with a wider array of CTE courses and programs when  
                    they participate in a JPA-operated ROCP.  If larger  
                    school districts are able to withdraw, the result  
                    could be fewer opportunities for students from  
                    smaller districts.  

                         Opponents  argue that this bill reduces local  
                    control and indicate that in the current economy,  
                    districts need to have the broadest local authority  
                    possible to maintain basic aspects of their  
                    educational program and meet payroll.  Opponents  
                    further argue that this bill restricts the ability  



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                    of school districts to set their own priorities and  
                    establishes CTE programs as more valuable than all  
                    other educational services, regardless of local  
                    need.  

           SUPPORT
           
          California Association of Regional Occupational Centers and  
          Programs (CAROCP)
          California Association of Leaders of Career Preparation
          California Business Education Association
          California Charter Schools Association
          California Federation of Teachers
          California Industrial and Technology Education Association  
          (CITEA)
          California Teachers Association
          Capistrano-Laguna Regional Occupational Program
          Coastline Regional Occupational Program
          North Orange County Regional Occupational Program
          Small Business California
          Small Schools Districts' Association

           OPPOSITION
           
          California Association of School Business Officials
          Centralia Valley Union High School District
          Ontario-Montclair School District
          Riverside County Schools Advocacy Association
          Riverside County Superintendent of Schools