BILL ANALYSIS                                                                                                                                                                                                    



                                                                  SB 1298
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          Date of Hearing:   August 4, 2010

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                Felipe Fuentes, Chair

                   SB 1298 (Hancock) - As Amended:  August 2, 2010 

          Policy Committee:                             Education Vote:5-0

          Urgency:     No                   State Mandated Local Program:  
          No     Reimbursable:              No

           SUMMARY  

          This bill for the 2011-12 to the 2012-13 fiscal year (FY),  
          authorizes school districts that receive funds for the regional  
          occupational center or programs (ROC/Ps) maintained by a joint  
          powers authority (JPA) to withdraw from operating these programs  
          only if the county board of education (CBE) determines the  
          withdrawal does not negatively impact career technical education  
          (CTE) services offered by the center or program to high school  
          pupils of other school districts or charter schools in the  
          region.  Specifically, this bill: 

          1)Requires the State Board of Education (SBE), if the ROC/P JPA  
            operates in more than one county, to determine whether or not  
            the center or program may cease operation.  

          2)Requires ROC/P funding recipients to expend monies for CTE  
            services as follows: (a) in accordance with the regional plan  
            for occupational course sequences; (b) in order to meet labor  
            market demand; and (c) for the needs of high school pupils, as  
            specified.   
           
           FISCAL EFFECT  

          To the extent this bill limits the local education agencies'  
          (LEAs) ability to backfill budget reductions or causes them to  
          implement additional programmatic requirements, there is  
          potential GF/98 cost pressure, likely less than $200,000, to  
          LEAs operating ROC/P programs. 

          As part of the February 2009 budget package, SB 4 X3 (Ducheny),  
          Chapter 12, Statutes of 2009, provided LEAs with policy and  
          fiscal flexibility for all ROC/P programs funded in the budget  








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          act, including those operated by JPAs.  This bill is contrary to  
          these provisions because school districts participating in the  
          ROC/P JPA will not have the sole discretion to utilize their  
          program funds in a flexibility manner to withdrawl from the JPA.  
           Likewise, this measure requires all ROC/Ps to adhere to  
          specific program requirements that they may not be implementing  
          given Chapter 12's flexibility provisions.  

          The governor's proposed January 2010 budget provides $335  
          million for ROC/Ps, which includes a 20% reduction.  

           COMMENTS  

           1)Purpose  .  ROC/Ps provide high school students 16 years of age  
            and older, and also adult students, with valuable CTE so  
            students can: (a) enter the workforce with skills and  
            competencies to be successful; (b) pursue advanced training in  
            higher educational institutions; and/or (c) upgrade existing  
            skills and knowledge. According to the most recent SDE data,  
            there are 74 ROC/Ps in the state serving approximately 470,000  
            students in secondary schools. Of this number, 26 are operated  
            by a JPA. 


            SB 4 X3 (Ducheny), Chapter 12, Statutes of 2009, provided LEAs  
            with unprecedented fiscal and policy flexibility related to  
            over 40 categorical programs between the 2008-09 FY to the  
            2012-13 FY. Specifically, any LEA that received funding for  
            specified categorical programs, including ROC/Ps, in the  
            2008-09 FY is authorized to use this funding for any other  
            educational purpose until the 2012-13 FY. The LEA may choose  
            to continue operating the categorical program that it received  
            funding for or redirect it for any other educational purpose  
            it deems appropriate.   Also, if the LEA chooses to continue  
            operating the categorical program, it is not required to abide  
            by statutory requirements associated with the program.  For  
            example, the LEA may choose to continue operating an ROC/P  
            program, but it is not required to review each course it  
            offers every two years, as required in statute prior to  
            Chapter 12.  


            According to the author, "When the Legislature approved the  
            categorical flexibility provisions in February 2009,  
            apprenticeship programs, agricultural vocational incentive  








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            grants, and partnership academies were excluded from the  
            flexibility provisions-meaning that school districts are  
            required to continue using those funds for those categorical  
            purposes.  By far the largest of the CTE programs are ROC/Ps.   
            Funding for this program is approximately ten times the  
            combined funding for the three CTE programs excluded from  
            flexibility.  If the state intends to protect CTE programs,  
            legislation is needed to require that ROCP funding continue to  
            be used for CTE purposes." 



           2)Governance of ROC/Ps and categorical flexibility  .  ROC/Ps fall  
            under one of three distinct organizational structures: (a)  
            school districts participating in a county office of education  
            (COE)-operated ROC/P; (b) school districts participating under  
            a joint powers authority (JPA); or (c) a single school  
            district.   

            Proponents for this measure argue that the high cost of  
            operating ROC/Ps necessitates several LEAs to participate in  
            one center or program, which leads to the establishment of  
            JPAs.  For example, many course offerings involve purchasing  
            automotive equipment, other machinery, and computers.  As  
            such, if one LEA ends its participation in the ROC/P  
            maintained by the JPA, the viability of the program suffers  
            because funding is lost. 


            As referenced above, SB 4 X3 established policy and fiscal  
            flexibility for all ROC/P programs funded in the budget act,  
            including those operated by JPAs. Presumably, the statutory  
            flexibility allows school districts who receive ROC/P funding  
            to do one of two things: (a) continue operating their programs  
            or (b) redirect a portion or all funding for another education  
            purpose during the time period established in statute. 



            For the 2011-12 FY to the 2012-13 FY, this bill allows school  
            districts participating in a ROC/P JPA to withdraw from this  
            program (pursuant to the categorical flexibility) only if the  
            CBE or SBE determines there is not a negative impact on CTE  
            services, as specified.  









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            In essence, this bill limits a school districts local  
            flexibility to determine how to expend its ROC/P funds.  Also,  
            this measure requires ROC/Ps to adhere to specific program  
            requirements, which is contrary to current law established by  
            the categorical flexibility provisions in SB 4 X3.  

            According to a Legislative Analyst Office May 2010 survey of  
            school districts' implementation of categorical flexibility,  
            "Most districts also indicated that they were relying heavily  
            on their newly granted authority to shift funds away from the  
            "flexed" categorical programs, [including ROC/Ps]. In  
            particular, districts reported shifting some funds away from  
            flexed programs that did not support direct K-12 classroom  
            instruction (such as adult education, deferred maintenance,  
            professional development, and school safety) as well as from  
            flexed programs that might be considered enrichment or  
            supplemental student support (such as art and music, gifted  
            education, supplemental instruction, and counseling). Few  
            districts reported shifting funds into flexed programs. Thus,  
            the majority of districts generally appear to be using  
            freed-up categorical funds to support core classroom  
            instruction."

            The committee may wish to consider whether it is appropriate  
            to limit school district's local flexibility to determine the  
            expenditure of ROC/P funds during the state's severe fiscal  
            crisis.      

           3)Previous related legislation  .  SB 307 (Alquist) required, for  
            the 2009-10 FY to the 2012-13 FY, a ROC/P JPA, to receive its  
            operating funds directly from the county office of education  
            of the county in which it is located, as specified.  This bill  
            was held on this committee's suspense file.  


           Analysis Prepared by  :    Kimberly Rodriguez / APPR. / (916)  
          319-2081