BILL ANALYSIS                                                                                                                                                                                                    �






                          SENATE COMMITTEE ON EDUCATION
                              Alan Lowenthal, Chair
                             2011-12 Regular Session
                                         

          BILL NO:       SB 266
          AUTHOR:        Dutton
          AMENDED:       March 24, 2011
          FISCAL COMM:   No             HEARING DATE:  May 11, 2011
          URGENCY:       No             CONSULTANT:Beth Graybill

          SUBJECT  :  Education employment:  Opportunity for substitute 
          service.
          
           SUMMARY   

          This bill temporarily suspends, from January 1, 2012, to June 
          30, 2015, the requirement that laid-off teachers who 
          substitute for at least 21 days be compensated at their old 
          rate of pay and prohibits local educational agencies from 
          creating vacancies and filling them with a substitute 
          employee, as defined.  

           BACKGROUND  

          Existing law requires school districts undergoing layoffs to 
          terminate certificated employees in the inverse of the order 
          in which they were employed and specifies that for a period 
          of 39 months from the date of termination, a permanent 
          teacher, who in the meantime has not turned 65, has 
          preferential rights to reappointment and substitute service 
          in order of seniority.  Existing law provides probationary 
          employees preferred rights for a period of 24 months.  
          (Education Code � 44955, 
          � 44956, and � 44957)  

          During a permanent employee's 39-month period of preferred 
          right to reappointment, a laid-off employee who serves as a 
          substitute in a position requiring certification for any 21 
          days or more within a period of 60 schooldays must be paid 
          not less than the amount the employee would receive if he or 
          she were being reappointed.  That rate of pay is also 
          retroactive to the first 20 days of substitute service.  (EC 
          � 44956)  

          Existing law authorizes a governing board of a school 




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          district to employ substitute employees and requires 
          governing boards to adopt and make public a salary schedule 
          setting the daily or pay period rate or rates for substitute 
          employees.  
          (EC � 45030)

           ANALYSIS  

           This bill  :

          1)   Temporarily deletes the requirement that a laid-off 
               employee receive his or her per diem rate of pay when 
               substituting for any 21 days or more within a period of 
               60 schooldays; reinstates the requirement effective July 
               1, 2015.  

          2)   Prohibits a local educational agency from creating a 
               vacant position, as defined, and subsequently filling 
               that position with a substitute employee.  

          3)   Makes various technical and nonsubstantive clarifying 
               changes.  

           STAFF COMMENTS  

           1)   Need for the bill  :  According to the author's office, 
               the requirement to pay laid-off teachers their old 
               salary rate results in millions of dollars in higher 
               costs for school districts.  In normal budge years, the 
               requirement is generally a non-issue and serves to 
               protect teachers from being laid off then being rehired 
               to serve as a substitute at a lower rate of pay.  
               However following multiple years of layoffs that are now 
               including permanent teachers, many districts are finding 
               that the pay requirement significantly increases their 
               substitute costs, resulting in more layoffs than would 
               otherwise be necessary in order to achieve required 
               budget savings.  The Legislative Analyst has recently 
               recommended that this requirement be eliminated, noting 
               that "it imposes a financial strain on districts by 
               forcing them to hire the most expensive substitute 
               teachers."  The author maintains that temporarily 
               eliminating this requirement would help schools manage 
               their budgets during the fiscal crisis, which may help 
               districts avoid additional cuts to programs and 
               services.  




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           2)   Substitute teachers  .  Generally speaking, substitutes 
               work on a daily or hourly basis and can earn between 
               $100 and $150 a day depending on the district and the 
               length of the assignment.  Substitutes who work in 
               "day-to-day" assignments deliver instruction following 
               lesson plans developed by the regular teacher of record 
               for that classroom.  Substitutes who work in long-term 
               teaching assignments typically earn more than day-to-day 
               subs because they have more responsibility for the 
               instructional program within the class to which they are 
               assigned, including developing daily lesson plans.  
               Although laid-off teachers who provide substitute 
               service don't have the same level of responsibility they 
               had when they were permanent employees, current law 
               requires districts to pay them at their former rate of 
               pay if they substitute at least 21 days (consecutive or 
               not), within a period of 60 school days and requires 
               that per diem rate to be paid retroactively.  The per 
               diem rate for a permanent teacher who is laid off can be 
               more than twice a district's regular pay rate for 
               substitute teachers.  While it could be argued that 
               fewer classes should reduce the number of substitutes a 
               district might need on any given day, some districts 
               have found the need for substitutes has remained fairly 
               constant.  

           3)   Priority for service and pay requirement  .  The state's 
               extraordinary fiscal crisis has resulted in layoffs of 
               thousands of teachers statewide.  As districts have 
               experienced multiple years of layoffs, some districts 
               now have a number of permanent teachers on their 
               substitute rolls who get first call for any substitute 
               job and are entitled to their full rate of pay once they 
               have served at least 21 days in one or more substitute 
               assignments.  


          Anecdotal evidence suggests that the costs of this pay 
               requirement offset much of the savings a district could 
               otherwise achieve from a reduction in force, especially 
               for districts whose layoff lists now include permanent 
               teachers.  At least one district has indicated that it 
               saved only $300,000 of the $1.3 million it expected to 
               save in the 2009-2010 school year because the district 
               had to pay so many laid-off teachers their customary 




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               wage when they served as substitute teachers.  
               Folsom-Cordova Unified School District in northern 
               California estimates it will spend $300,000 more in 
               substitute costs for the 2010-11 school year than the 
               $700,000 it normally budgets for substitutes, while the 
               Riverside Unified School District estimates its 
               substitute costs will increase this year by $268,000 
               over 2009-10.  

          While an argument could be made that the existing pay 
               requirement helps new teachers weather the storm of a 
               layoff, staff note that laid-off teachers are generally 
               also eligible for unemployment insurance benefits 
               beginning the summer following the layoff date, 
               generally one week after the school year in which they 
               received their layoff notice.  (The benefits are 
               prorated when the teacher provides substitute service.)  


          By leaving the preference to service in place and temporarily 
               suspending the pay requirement, this bill could give 
               districts the flexibility they need to manage costs 
               during the budget crisis.  However, some have expressed 
               concern that, notwithstanding recent amendments that 
               would prohibit a local educational agency from filling a 
               newly created position with a substitute employee, could 
               this bill create an incentive for districts to 
               underestimate the number of teachers it might reinstate 
               and fill any remaining vacancies with substitute 
               teachers?  

           4)   Budget implications  .  While this bill is consistent with 
               the Legislative Analyst's recommendations, is not yet 
               clear whether districts will need the relief this bill 
               provides given that proposals for the 2011-12 Budget 
               maintain current funding levels for schools.  Should the 
               policy proposed by this bill be considered in light of 
               other budget solutions the legislature may need to 
               consider if the Legislature or voters reject the 
               Governor's tax proposals?  Would it make sense to 
               temporarily lift the pay requirement for one year 
               instead of three years?  

           5)   Related and prior legislation  .  

          SB 257 (Liu) encourages school districts to include in its 




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               evaluation and assessment guidelines, specific 
               information relating to current best teaching practices 
               and authorizes a school district to include additional 
               criteria into the evaluation and assessment of 
               certificated employees.  This bill was passed by this 
               Committee on April 27, 2011 on a 9-0 vote.  

          SB 355 (Huff) authorizes school districts to, among other 
               things, deviate from the order of seniority during a 
               layoff to meet specific needs, for purposes of 

               equal protection of pupils, or on the basis of 
               performance evaluations as specified.  This measure is 
               scheduled to be heard by this Committee on
               May 11, 2011.  

               AB 1034 (Gatto) - eliminates the age limit of 65 years 
               and temporarily eliminates, until July 1, 2015,  the 
               39-month limitation for employees terminated commencing 
               with the 2007-08 school year.  

               AB 1262 (Dickinson) - eliminates the age limit of 65 
               years and temporarily eliminates the 39-month and 
               24-month limitation on the right to reappointment until 
               July 1, 2016.  

               SB 955 (Huff, 2010) would have made various changes to 
               statutes governing staffing notification deadlines, 
               layoff and dismissal procedures, and reemployment 
               preferences pertaining to certificated educators.  This 
               bill was heard and passed by this Committee on a 5-4 
               vote and was subsequently held by the Senate Rules 
               Committee.  

           SUPPORT
           
          Alvord Unified School District
          Association of California School Administrators
          California Association of School Business Officials
          California County Superintendents Educational Services 
          Association
          Clovis Unified School District
          Coachella Valley Unified School District
          Corona-Norco Unified School District
          Desert Sands Unified School District
          Fruitvale School District




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          Hemet Unified School District
          Jurupa Unified School District 
          Kern County Superintendent of Schools
          Los Angeles Unified School District
          Menifee Union School District
          Orange County Department of Education
          Palm Springs Unified School District
          Perris Elementary School District
          Richland School District
          Riverside County School Superintendents Association
          Riverside County Superintendent of Schools
          San Diego County Office of Education
          San Jacinto Unified School District
          Standard School District
          Temecula Valley Unified School District

           



          OPPOSITION
           
          American Federation of State, County and Municipal Employees, 
          AFL-CIO
          California Federation of Teachers
          California School Employees Association
          California Teachers Association
          United Teachers of Los Angeles