BILL ANALYSIS                                                                                                                                                                                                    Ó



                                                                  AB 360
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          Date of Hearing:   March 30, 2011

                           ASSEMBLY COMMITTEE ON EDUCATION
                                Julia Brownley, Chair
                AB 360 (Brownley) - As Introduced:  February 14, 2011
           
          SUBJECT  :   Charter schools.

           SUMMARY  :  Requires charter schools to comply with the same 
          conflict of interest requirements as school districts, 
          commencing July 1, 2012.  Specifically,  this bill  : 

          1)Declares charter schools are subject to all of the following:


             a)   The Ralph M. Brown Act (Brown Act), except that a 
               charter school operated by an entity governed by the 
               Bagley-Keene Open Meeting Act (BKOMA) is subject to that 
               Act;



             b)   The California Public Records Act (CPRA);



             c)   Article 4 (commencing with Section 1090) of Chapter 1 of 
               Division 4 of Title 1 of the Government Code; and,



             d)   The Political Reform Act of 1974 (PRA).



          2)Specifies a member of the governing body of a charter school 
            shall abstain from voting on all matters affecting his or her 
            own employment and personnel matters that uniquely affect a 
            member's relative; specifies a person who is disqualified by 
            the California Constitution or laws of the state from holding 
            a civil office shall not serve on the governing body of a 
            charter school; and, specifies this measure does not prohibit 
            an employee of a charter school from serving as a member of 
            the governing body of that charter school.









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          3)Specifies that if a charter school governing body engages in 
            activities that are not related to the operation of the 
            charter school, this bill does not make those unrelated 
            activities subject to the Brown Act, the BKOMA, or the CPRA; 
            and, prohibits a meeting of the charter school governing body 
            to discuss items related to the charter school to also include 
            discussion of any item regarding an activity that is not 
            related to the charter school.


          4)Specifies that a charter school governing body may meet within 
            the boundaries of the county or counties in which one or more 
            of the school's facilities are located provided that proper 
            notices pursuant to the Brown Act and the BKOMA are posted 
            within the boundaries of each of the counties in which any of 
            the school's facilities is located; specifies a charter school 
            may also meet in a county contiguous to the county where one 
            or more of the school's facilities are located, if at least 
            10% of the pupils who are enrolled in the school reside in 
            that contiguous county; and, specifies a nonclassroom based 
            charter school that does not have a facility may meet within 
            the boundaries of the county in which the greatest number of 
            pupils who are enrolled in the school reside.


          5)Authorizes a charter school governing body to hold closed 
            sessions to consider a matter regarding pupil discipline.


          6)Specifies for purposes of the PRA, the jurisdiction of a 
            charter school shall be the county or counties in which the 
            school's facility or facilities are located; the jurisdiction 
            for a nonclassroom based charter school that does not have a 
            facility shall be the physical boundaries of the county or 
            counties where at least 10% of the pupils who are enrolled in 
            the school reside or, if at least 10% of the pupils do not 
            reside in a single county, the county in which the greatest 
            number of pupils who are enrolled in the school reside.


          7)Declares that a statement of economic interest that is filed 
            by a designated person at a charter school after the required 
            deadline pursuant to the PRA shall not be the sole basis for 








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            revocation of a charter.


          8)Defines for purposes of this measure, "facility" to mean a 
            charter school campus, resource center, meeting space, or 
            satellite facility.


           EXISTING LAW  pertaining to charter schools: 

          1)Provides no specific requirement for charter school governing 
            board conflict of interest policies.

          2)Deems charter schools as school districts for the purposes of 
            receiving state education funds.  
           
          EXISTING LAW  pertaining to school districts: 

          1)Specifies that Members of the Legislature, state, county, 
            district, and city officers or employees shall not be 
            financially interested in any contract made by them in their 
            official capacity, or by any body or board of which they are 
            members.  (Government Code 1090)

          2)Specifies that an employee of a school district (or local 
            agency) may not be sworn into office as an elected or 
            appointed member of that school district's (or local agency's) 
            governing board unless and until he/she resigns as an 
            employee.  (Education Code 35107)

          3)Requires members of school district governing boards and 
            designated employees of the school district to file statements 
            of financial interest according to the Political Reform Act.  
            (Government Code 87100 et. seq.)

          4)Requires a county, city, whether general law or chartered, 
            city and county, town, school district, municipal corporation, 
            district, political subdivision, or any board, commission or 
            agency thereof, or other local public agency to comply with 
            the Brown Act.  (Government Code 54950 et. seq.)

          5)Requires a county; city; city and county; school district; 
            municipal corporation; district; political subdivision; or any 
            board, commission or agency thereof; other local public 
            agency; or a board, commission, committee, or other 








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            multimember body that governs a private corporation, limited 
            liability company, or other entity that either is created by 
            the elected legislative body in order to exercise authority 
            that may lawfully be delegated by the elected governing body 
            to a private corporation, limited liability company, or other 
            entity; or, receives funds from a local agency and the 
            membership of whose governing body includes a member of the 
            legislative body of the local agency appointed to that 
            governing body as a full voting member by the legislative body 
            of the local agency to comply with the California Public 
            Records Act. (Government Code 6250 et. seq.)

           FISCAL EFFECT  :   This bill is keyed non-fiscal.

           COMMENTS  :  This bill requires charter school governing board 
          members to comply with substantially similar conflict of 
          interest policies by which school district governing board 
          members currently abide.  Recent news reports of charter school 
          board members engaging in inappropriate financial mismanagement 
          have highlighted the need for charter school conflict of 
          interest laws to be clarified.  Currently, these investigations 
          can take many months to resolve partly due to the fact that 
          charter school governing board members and designated employees 
          do not consistently file an annual statement of economic 
          interest, which makes public any potential conflicts of interest 
          that individual may have in their official capacity.  While 
          charter schools are given more autonomy than public schools, 
          their governing boards have authority over public funds to be 
          used for the educational benefit of their students.  Charter 
          school governing boards should be held to the same conflict of 
          interest standards as school district governing boards.  

          This bill requires charter school boards to file statements of 
          economic interest according to the Political Reform Act; 
          specifies that charter school board members may  not  be 
          financially interested in any decision made by the board; 
          requires charter schools to comply with the California Public 
          Records Act; and, requires charter school boards to abide by the 
          Brown Act or the Bagley-Keene Open Meetings Act.  The bill also 
          expressly authorizes charter school employees to serve on a 
          charter school governing board.

           The Brown Act  .  The Brown Act governs meetings conducted by 
          local legislative bodies, such as boards of supervisors, city 
          councils and school boards.  The Brown Act represents the 








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          Legislature's determination of how the balance should be struck 
          between public access to meetings of multi-member public bodies 
          and the need for confidential candor, debate, and information 
          gathering.  The Brown Act requires meetings of the board to be 
          publicly noticed 72 hours before their meetings, among other 
          requirements.

           California Public Records Act (CPRA)  .  The CPRA was enacted in 
          1968 and according to the Attorney General, in enacting the 
          CRPA, the Legislature stated that access to information 
          concerning the conduct of the public's business is a fundamental 
          and necessary right for every person in the state.  Cases 
          interpreting the CRPA also have emphasized that its primary 
          purpose is to give the public an opportunity to monitor the 
          functioning of their government.  The greater and more 
          unfettered the public official's power, the greater the public's 
          interest in monitoring the governmental action.  The fundamental 
          precept of CPRA is that governmental records shall be disclosed 
          to the public, upon request, unless there is a specific reason 
          not to do so.  Most of the reasons for withholding disclosure of 
          a record are set forth in specific exemptions contained in the 
          CPRA.  Several CPRA exemptions are based on a recognition of the 
          individual's right to privacy.  If a record contains exempt 
          information, the agency generally must segregate or redact the 
          exempt information and disclose the remainder of the record.  
           
          Government Code 1090  .  Government Code 1090 states that members 
          of the Legislature, state, county, district, judicial district, 
          and city officers or employees shall not be financially 
          interested in any contract made by them in their official 
          capacity, or by any body or board of which they are members.  In 
          a 1983 opinion the Attorney General stated, "Section 1090 of the 
          Government Code codifies the common law prohibition and the 
          general policy of this state against public officials having a 
          personal interest in contracts they make in their official 
          capacities.  Mindful of the ancient adage, that 'no man can 
          serve two masters,' the section was enacted to ensure that 
          public officials 'making' official contracts not be distracted 
          by personal financial gain from exercising absolute loyalty and 
          undivided allegiance to the best interest of the entity which 
          they serve."

           Corporations Code  .  Statute governing corporations requires not 
          more than 49% of persons serving on the board of any corporation 
          to be "interested persons."  "Interested persons" is defined as 








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          either of the following:  a) any person currently compensated by 
          the corporation for services rendered to it within the previous 
          12 months (excluding any reasonable compensation paid to a 
          director); or, b) any relative, as specified, of any such 
          person.  Advocates of charter schools contend they should abide 
          by conflict of interest provisions related to corporations not 
          local education agencies due to the fact that some charter 
          schools are operated by non-profit corporations.  The committee 
          should consider whether it is appropriate to have public funded 
          charter schools abide by the corporations code rather than the 
          government code with regard to conflict of interest policies.  


           Political Reform Act  .  The Fair Political Practices Commission 
          (FPPC) was created by the Political Reform Act of 1974, a ballot 
          initiative passed by California voters as Proposition 9.  The 
          FPPC provides written and oral advice to public agencies and 
          officials; conducts seminars and training sessions; develops 
          forms, manuals and instructions; and receives and files 
          statements of economic interests from many state and local 
          officials.  The FPPC investigates alleged violations of the 
          Political Reform Act, imposes penalties when appropriate, and 
          assists state and local agencies in developing and enforcing 
          conflict-of-interest codes.  The FPPC regulates campaign 
          financing and spending; financial conflicts of interest; 
          lobbyist registration and reporting; post-governmental 
          employment; mass mailings at public expense; and, gifts and 
          honoraria given to public officials and candidates.  School 
          board members are required to comply with the PRA, and in so, 
          must file a statement of economic interest, annually.

           Arguments in Support  :  The California School Boards Association 
          supports the bill and argues, "Unfortunately, fiscal 
          mismanagement is a common reason for the closure of charter 
          schools.  The most egregious abuses have occurred when charter 
          school board members have benefited financially from decisions 
          made by their own board.  Charter schools are public schools, 
          and as such, should do business in an open, transparent manner, 
          free of conflicts of interest.  AB 360 will protect funding for 
          public education by applying to charter schools, requirements 
          that have proven to be effective in minimizing conflict of 
          interest in traditional public schools."   

           Arguments in Opposition  :  The California Charter Schools 
          Association (CCSA) opposes the bill and argues, "CCSA shares 








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          Ýthe] desire for all public charter schools to be free of 
          corruption, fraud and financial malfeasance and incompetence and 
          is eager to improve charter schools' transparency and 
          accountability.  However, AB 360 seeks to impose a range of new 
          laws on charter schools without identifying any failures in the 
          current construct.  Re-regulation of charter schools for the 
          sake of re-regulation is contrary to the central de-regulation 
          premise of the charter school model."

           Committee Amendment  :  To clarify the author's intent regarding 
          the bill's authorization for employees to serve on the charter 
          school governing body, staff recommends the bill be amended to 
          replace the first sentence in Section 47604.1 (b) with the 
          following: Notwithstanding Section 1090 of the Government Code, 
          an employee of a charter school is not disqualified because of 
          that employment status from also serving as a member of the 
          governing body of the charter school.

           Previous legislation  :  AB 572 (Brownley) from 2010 required, 
          commencing July 1, 2011, charter schools to comply with the same 
          conflict of interest requirements as school districts by 
          specifying that charter schools are subject to the Brown Act, 
          the CPRA; Article 4 (commencing with Section 1090) of Chapter 1 
          of Division 4 of Title 1 of the Government Code; and, the PRA.  
          The bill was vetoed by the Governor with the following message:

               "Charter school educators have proven that poverty is not 
               destiny for students that attend public schools in 
               California.  Repeatedly, charter schools with high 
               proportions of disadvantaged students are among the highest 
               performing public schools in California.  Any attempt to 
               regulate charter schools with incoherent and inconsistent 
               cross-references to other statutes is simply misguided. 
               Parents do not need renewed faith in charter schools as 
               suggested in this bill.  On the contrary, tens of thousands 
               of parents in California have children on waiting lists to 
               attend a public charter school.  Legislation expressing 
               findings and intent to provide "greater autonomy to charter 
               schools" may be well intended at first glance.  A careful 
               reading of the bill reveals that the proposed changes apply 
               new and contradictory requirements, which would put 
               hundreds of schools immediately out of compliance, making 
               it obvious that it is simply another veiled attempt to 
               discourage competition and stifle efforts to aid the 
               expansion of charter schools."








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          AB 2115 (Mullin) from 2008 required charter schools to adopt and 
          comply with a conflict of interest policy that requires its 
          governing board members to abide by the same conflict of 
          interest requirements as local education agency (LEA) governing 
          board members.  The bill was vetoed by the Governor with the 
          following message:

              "Not only would this bill create state mandated costs 
              for charter schools to comply with its provisions, the 
              measure runs counter to the intent of charter schools, 
              which were created to be free from many of the laws 
              governing schools districts."

          AB 1197 (Wiggins) of 2004, specified that individuals who govern 
          charter schools shall file statements of economic interest under 
          the PRA.  The bill failed passage on the Senate Floor.

           REGISTERED SUPPORT / OPPOSITION  :   
           
          Support  
          California Federation of Teachers
          California School Boards Association (CSBA)
          California School Employees Association (CSEA)
          Californians Aware
          Los Angeles Unified School District
          Public Advocates
          Santa Clara County Office of Education
          United Teacher Los Angeles
           Opposition  
          California Charter Schools Association
           
          Analysis Prepared by  :    Chelsea Kelley / ED. / (916) 319-2087