BILL ANALYSIS                                                                                                                                                                                                    Ó



                                                                      



           ------------------------------------------------------------ 
          |SENATE RULES COMMITTEE            |                  AB 1246|
          |Office of Senate Floor Analyses   |                         |
          |1020 N Street, Suite 524          |                         |
          |(916) 651-1520         Fax: (916) |                         |
          |327-4478                          |                         |
           ------------------------------------------------------------ 
           
                                         
                                 THIRD READING


          Bill No:  AB 1246
          Author:   Brownley (D), et al.
          Amended:  8/24/12 in Senate
          Vote:     21

           
           SENATE EDUCATION COMMITTEE  :  6-2, 6/27/12
          AYES:  Lowenthal, Alquist, Liu, Price, Simitian, Vargas
          NOES:  Blakeslee, Huff
          NO VOTE RECORDED:  Runner, Hancock, Vacancy

           SENATE APPROPRIATIONS COMMITTEE  :  5-2, 8/16/12
          AYES:  Kehoe, Alquist, Lieu, Price, Steinberg
          NOES:  Walters, Dutton

           ASSEMBLY FLOOR  :  50-27, 1/30/12 - See last page for vote


           SUBJECT  :    Instructional materials

           SOURCE  :     Superintendent of Public Instruction, Tom 
          Torlakson
                      Los Angeles Area Chamber of Commerce


           DIGEST  :    This bill establishes a new process for the 
          submission and review of instructional materials by 
          requiring the Superintendent of Public Instruction (SPI) 
          and authorizing school districts to review and recommend 
          materials for adoption by the State Board of Education 
          (SBE).  This bill states legislative intent relative to 
          ensuring the adoption of instructional materials that are 
          aligned to the common core standards for mathematics and 
                                                           CONTINUED





                                                               AB 1246
                                                                Page 
          2

          providing school districts flexibility in their use of 
          instructional materials.  This bill add double-jointing 
          language with AB 1719 (Fuentes).

           Senate Floor Amendments of 8/24/12  (1) make the enactment 
          of this bill contingent upon the enactment of AB 1719 
          (Fuentes), which requires the development and review of 
          supplemental instructional materials for English learners 
          to serve as a bridge between the revised English language 
          development standards and the California common core 
          English language arts standards, and (2) make technical 
          changes and state legislative intent relative to ensuring 
          the adoption of instructional materials that are aligned to 
          the common core standards for mathematics and providing 
          school districts flexibility in their use of instructional 
          materials.

           ANALYSIS  :    Academic content standards define the 
          knowledge, concepts and skills that pupils should learn at 
          each grade level.  Curricular frameworks serve as the 
          blueprint for how to implement the standards and provide 
          guidance to publishers, along with evaluation criteria, for 
          the development of instructional materials.  The processes 
          for the revision of curricular frameworks and adoption of 
          instructional materials have been suspended since July 2009 
          and are suspended until the 2015-16 school year.  

          Notwithstanding the suspension, existing law requires the 
          development of frameworks specific to the common core 
          standards in English language arts and mathematics, and 
          evaluation criteria relative to supplemental instructional 
          materials that are aligned to the common core standards. 

          The role of the Curriculum Development and Supplemental 
          Materials Commission (Curriculum Commission) was recently 
          revised, and renamed the Instructional Quality Commission 
          (IQC), to focus on the development of frameworks and 
          professional development opportunities relative to the 
          common core standards in English language arts and 
          mathematics.  

          The currently suspended process for the review and adoption 
          of instructional materials involved the submission of 
          materials by publishers to the formerly-named 

                                                           CONTINUED





                                                               AB 1246
                                                                Page 
          3


          Curriculum Commission for review by committees of the 
          Commission, public hearings of both the Commission and the 
          SBE, and adoption by the SBE.  That process typically took 
          30 months.  

          The SBE is required to adopt instructional materials for 
          grades 1-8, pursuant to Article IX, Section 7.5 of the 
          California Constitution.  The SBE adopts materials for K-8. 
           

          Existing law requires school districts to adopt 
          instructional materials for use in their high schools.  
          Only instructional materials of those publishers who comply 
          with specified requirements (basic academic and social 
          content reviews, and requirements for publishers) may be 
          locally adopted.

          This bill revises the process for adopting instructional 
          materials for use in kindergarten and grades 1-8, inclusive 
          (K-8).  Specifically, this bill: 

          1. Authorizes school districts and requires the SPI, 
             instead of the IQC, to recommend to the SBE 
             instructional materials for review and adoption, and 
             requires the following:

             A.    Instructional materials recommended by the SPI 
                or by a school district to meet existing criteria, 
                as specified;

             B.    Recommendations submitted from the SPI and 
                school districts to include reports of findings 
                that include information regarding alignment of 
                standards, program organization, pupil assessments, 
                teacher support, and support for English learners 
                and pupils with disabilities; and,

             C.    Instructional material review committees 
                convened by a school district for the purpose of 
                making recommendations to consist of a majority of 
                classroom teachers serving pupils in the grade in 
                which the instructional materials are to be used.


                                                           CONTINUED





                                                               AB 1246
                                                                Page 
          4

          2. Makes the instructional materials adoption cycles eight 
             years long for all content areas and authorizes the 
             submission of materials on a continuous basis, but 
             authorizes the Department of Education (CDE) to assess a 
             fee to a publisher to conduct a review if those 
             materials are submitted after a timeframe specified by 
             the SBE.

          3. Authorizes publishers to submit materials to the SPI and 
             to school districts and authorizes school districts to 
             submit district developed or published materials to the 
             SBE.

          4. Provides that the process of reviewing instructional 
             materials shall involve review committees that shall 
             include, but shall not be limited to, volunteer content 
             experts and reviewers that include a majority of 
             classroom teachers.     

          5. Specifies that the rules and procedures for the adoption 
             of instructional materials shall be transparent and 
             consistently applicable regardless of the format of the 
             instructional materials, which may include, but not be 
             limited to, print, digital, and open-source 
             instructional materials.

          6. Deletes the requirement that the IQC review and 
             recommend instructional materials for adoption, and 
             instead, authorizes, at the request of the SBE, the IQC 
             to review instructional materials reports of findings, 
             hear appeals, and give independent advice to the SBE on 
             instructional materials.

          7. Specifies that the provisions in 6) above shall not be 
             implemented unless funds are available in the Budget Act 
             for the IQC. 

          8. Requires the SBE to hold a public hearing before 
             adopting instructional materials for use in the 
             elementary schools of the state.

          9. Makes the enactment of this bill contingent upon the 
             enactment of
             AB 1719 (Fuentes), which requires the development and 

                                                           CONTINUED





                                                              AB 1246
                                                                Page 
          5

             review of supplemental instructional materials for 
             English learners to serve as a bridge between the 
             revised English language development standards and the 
             California common core English language arts standards.

          10.Makes technical changes and state legislative intent 
             relative to ensuring the adoption of instructional 
             materials that are aligned to the common core standards 
             for mathematics and providing school districts 
             flexibility in their use of instructional materials.

           Comments
           
          With the adoption of the common core academic content 
          standards, the state must ensure all students have access 
          to these recently adopted standards.  AB 250 (Brownley), 
          Chapter 608, Statutes of 2011, started a comprehensive 
          process for implementing the common core standards, through 
          the development of curriculum frameworks and model 
          professional development modules.  A prior version of AB 
          250 also sought to improve the instructional materials 
          adoption process, but those provisions were amended out of 
          the bill in the Senate, at the request of the 
          Administration for further deliberation.  This bill 
          contains the provisions that were amended out of AB 250.  

          This bill makes changes to streamline the instructional 
          materials adoption process and give school districts the 
          opportunity to participate in the review of instructional 
          materials.

          The current adoption process has been suspended until the 
          2015-16 school year, thus no instructional material 
          adoptions have taken place since the 2008 Reading Language 
          Arts adoption.  A temporary measure, SB 140 (Lowenthal), 
          Chapter 623, Statutes of 2011, was enacted to ensure 
          availability of supplemental instructional materials that 
          are aligned to the common core academic content standards 
          during the time of the adoption suspension.  The author's 
          intent is to have an improved process in place by the time 
          the state restarts the adoption of instructional materials. 
           

          Revising the K-8 instructional materials adoption process:  

                                                           CONTINUED





                                                               AB 1246
                                                                Page 
          6

          The K-8 instructional materials adoption process has been 
          criticized for being overly complex and not giving school 
          districts enough flexibility and options for instructional 
          materials.  This bill modifies the role of the IQC, 
          formerly the Curriculum Commission, in the instructional 
          materials adoption process, and requires the SPI and allows 
          school districts to submit recommendations to the SBE for 
          the adoption of instructional materials, instead of the 
          IQC.  The IQC will continue to exist but will be primarily 
          responsible for developing and revising curriculum 
          frameworks and criteria, and will have a limited role in 
          the adoption of instructional materials at the request of 
          the SBE.  This bill authorizes the SBE to request the IQC 
          to review reports of findings prepared by the SPI or school 
          districts and review instructional materials, as necessary. 
           The IQC will also serve as an appeals panel when disputes 
          emerge and in such cases, give independent advice to the 
          SBE on whether instructional materials meet the required 
          criteria.

          The Legislative Analyst's Office notes in a 2007 report 
          titled, "Reforming California's Instructional Materials 
          Adoption Process," that removing the Curriculum Commission 
          from the process "would constrain the state-level 
          tendencies to override the evaluation decision of teachers 
          and other experts. In so doing, it likely would increase 
          the number of district options and reduce instructional 
          materials costs."  This bill will give school districts the 
          opportunity to participate in the process of reviewing and 
          adopting instructional materials and in turn would provide 
          more flexibility and options for school districts.  The 
          intent of this provision is to provide for a process that 
          is similar to the process used in the adoption of high 
          school instructional materials, whereby local school 
          districts review and adopt their own materials.  However 
          because the California Constitution requires the SBE to 
          adopt instructional materials for use in K-8, this bill 
          maintains the authority for the SBE to approve or reject 
          instructional materials submitted by school districts.  

          A public and transparent process:  The existing process 
          involves content experts and field reviewers that make 
          recommendations based on the extensive reviews they 
          conduct.  The intent is to continue a similar open and 

                                                           CONTINUED





                                                               AB 1246
                                                                Page 
          7

          public process that the SPI would coordinate.  Together the 
          SPI and school districts would have the opportunity to make 
          recommendations that would in turn potentially result in a 
          comprehensive list of state-adopted instructional materials 
          that gives several program options for school districts to 
          choose from.

          After textbooks are adopted by the SBE, school districts 
          have to conduct their own evaluation of instructional 
          materials and to select the materials that best meet the 
          needs of their students.  Districts are given virtually no 
          information to compare the state-adopted materials when 
          they conduct their own reviews.  This results in school 
          districts spending additional time and resources to 
          duplicate, in many instances, the efforts of experts who 
          have already reviewed materials at the state level.  To 
          address the lack of information and to increase 
          transparency, this bill requires a report of findings from 
          school districts or the SPI along with specified 
          information be made available to districts and posted on 
          CDE's Internet Web site.  For purposes of transparency, 
          this bill also requires the SBE to hold a public meeting 
          prior to the adoption of instructional materials.  

          Additionally, arguments have been made that the current 
          adoption process stifles rather than stimulates innovation, 
          and that an ongoing or rolling process might provide 
          opportunities to update materials more efficiently.  To 
          that end, this bill allows for the continuous submission of 
          instructional materials, but would authorize the SBE to 
          specify a timeframe during an eight year cycle during which 
          the reviews would be conducted per existing practice of not 
          charging a review fee, and after that specified timeframe, 
          publishers would be assessed a fee to have their materials 
          reviewed.  This is similar to how follow-up adoptions were 
          handled in the past.  

          Given that no adoptions are taking place at the present 
          moment, the timing for the changes proposed by this bill 
          may be appropriate, and disruptions are not likely to occur 
          as a result of this bill.

           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  Yes   
          Local:  No

                                                           CONTINUED





                                                               AB 1246
                                                                Page 
          8


          According to the Senate Appropriations Committee:

             Codified legislative intent:  $200,000-$400,000 to 
             conduct the feasibility study and produce the related 
             report, reliant on private funds. If private funds are 
             not available, this creates cost pressure for the 
             General Fund to conduct the study, and potentially to 
             implement recommendations.

             Reviews:  Significant state costs, which will be fully 
             recovered by publishers' fees.

             Instructional materials:  Substantial cost pressure for 
             local educational agencies to purchase new instructional 
             materials.

           SUPPORT  :   (Verified  8/27/12)

          Superintendent of Public Instruction, Tom Torlakson 
          (co-source)
          Los Angeles Area Chamber of Commerce (co-source)
          Association of California School Administrators
          California School Boards Association
          California State PTA
          California Teachers Association
          Los Angeles Area Chamber of Commerce
          Los Angeles County Office of Education

           ARGUMENTS IN SUPPORT  :    According to the author, "With the 
          adoption of the common core academic content standards, the 
          state must ensure all students have access to these 
          recently adopted standards.  AB 250 (Brownley, Ch. 608, 
          2011) recently started a comprehensive process for 
          implementing the common core standards through the 
          development of curriculum frameworks and model professional 
          development.  This bill will give school districts the 
          opportunity to participate in the process of reviewing and 
          adopting instructional materials and in turn would provide 
          more flexibility and options for school districts.  The 
          existing process involves content experts and field 
          reviewers that make recommendations based on the extensive 
          reviews they conduct.  The intent of this bill is to 
          continue a similar open and public process that the SPI 

                                                           CONTINUED





                                                               AB 1246
                                                                Page 
          9

          would coordinate.  Together the SPI and school districts 
          would have the opportunity to make recommendations that 
          would in turn potentially result in a comprehensive list of 
          state-adopted instructional materials that gives several 
          program options for school districts to choose from."


           ASSEMBLY FLOOR  :  50-27, 1/30/12
          AYES:  Alejo, Allen, Ammiano, Atkins, Beall, Block, 
            Blumenfield, Bonilla, Bradford, Brownley, Buchanan, 
            Butler, Charles Calderon, Campos, Carter, Cedillo, 
            Chesbro, Davis, Dickinson, Eng, Feuer, Fong, Fuentes, 
            Furutani, Galgiani, Gatto, Gordon, Hall, Hayashi, Roger 
            Hernández, Hill, Huber, Hueso, Huffman, Bonnie Lowenthal, 
            Ma, Mendoza, Mitchell, Monning, Pan, Perea, Portantino, 
            Skinner, Solorio, Swanson, Torres, Wieckowski, Williams, 
            Yamada, John A. Pérez
          NOES:  Achadjian, Bill Berryhill, Conway, Cook, Donnelly, 
            Fletcher, Beth Gaines, Garrick, Grove, Hagman, Halderman, 
            Harkey, Jeffries, Jones, Knight, Logue, Mansoor, Miller, 
            Morrell, Nestande, Nielsen, Norby, Olsen, Silva, Smyth, 
            Valadao, Wagner
          NO VOTE RECORDED:  Gorell, Lara, V. Manuel Pérez


          PQ:d  8/27/12   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

                                ****  END  ****
          














                                                           CONTINUED