BILL ANALYSIS                                                                                                                                                                                                    Ó



                                                                            



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                                    THIRD READING


          Bill No:  SB 201
          Author:   Liu (D)
          Amended:  As introduced
          Vote:     21

           
           SENATE EDUCATION COMMITTEE  :  8-1, 4/3/13
          AYES:  Liu, Wyland, Block, Correa, Hancock, Hueso, Jackson,  
            Monning
          NOES:  Huff

           SENATE APPROPRIATIONS COMMITTEE  :  5-2, 5/23/13
          AYES:  De León, Hill, Lara, Padilla, Steinberg
          NOES:  Walters, Gaines


           SUBJECT  :    Instructional materials:  academic content standards

           SOURCE  :     Author


           DIGEST  :    This bill authorizes the State Board of Education  
          (SBE) to adopt, by November 30, 2015, K-8 instructional  
          materials that are aligned to the Common Core English language  
          arts (ELA) standards and the Common Core development standards  
          (ELD).

           ANALYSIS  :    The SBE adopted the Common Core academic content  
          standards (in mathematics and ELA) in August 2010. 

          Existing law:

           1. Requires the SBE to adopt, by September 30, 2012, new ELD  
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             standards that are aligned to the ELA standards

           2. Establishes processes for the development of supplemental  
             instructional materials in the ELA (by September 30, 2012),  
             the ELD (by June 30, 2014), and mathematics (by September 30,  
             2012 and July 30, 2013). 

           3. Authorizes the SBE to conduct an adoption of basic  
             instructional materials in mathematics, by March 30, 2014.  

           4. Prohibits the SBE from adopting instructional materials,  
             updated curricular frameworks, or evaluation criteria until  
             the 2015-16 school year.  

           5. Prohibits the SBE from adopting basic instructional  
             materials in the ELA or mathematics in the year succeeding  
             the year in which the SBE adopts basic materials in the other  
             subject for the same grade levels. 

          This bill authorizes the SBE to adopt instructional materials  
          for grades K-8 that are aligned to the ELA standards and the ELD  
          standards.  Specifically, this bill:

           1. Authorizes the SBE to adopt basic instructional materials  
             for K-8 that are aligned to the ELA standards and the ELD  
             standards, by no later than November 30, 2015.

           2. Lifts the restriction on the back-to-back adoption of  
             instructional materials in mathematics and the ELA.  

           3. Requires all of the following, for purposes of conducting  
             the adoption:

             A.    The California Department of Education (CDE) to  
                provide notice to all publishers or manufacturers known  
                to produce basic instructional materials in the ELA and  
                the ELD, post an appropriate notice on its Internet Web  
                site, and take other reasonable measures to ensure that  
                appropriate notice is widely circulated to potentially  
                interested publishers and manufacturers.  

             B.    The notice to specify that each publisher or  
                manufacturer choosing to participate in the adoption  
                shall be assessed a fee based on the number of programs  

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                the publisher or manufacturer indicates will be  
                submitted for review and the number of grade levels  
                proposed to be covered by each program.

             C.    The CDE, before incurring substantial costs for the  
                adoption, to require that a publisher or manufacturer  
                that wishes to participate in the adoption first  
                declare the intent to submit one or more specific  
                programs for adoption and specify the specific grade  
                levels to be covered by each program.

             D.    The CDE, after a publisher or manufacturer has  
                declared the intent to submit one or more programs and  
                the grade levels to be covered by each program, to  
                assess a fee that shall be payable by the publisher or  
                manufacturer even if the publisher or manufacturer  
                subsequently chooses to withdraw a program or reduce  
                the number of grade levels covered.

             E.    The fee assessed to be in an amount that does not  
                exceed the reasonable costs to the CDE in conducting  
                the adoption process.  The CDE is required to take  
                reasonable steps to limit costs of the adoption and to  
                keep the fee modest.

             F.    A submission by a publisher or manufacturer is  
                prohibited from being reviewed for purposes of adoption  
                until the fee has been paid.

             G.    The SBE, upon the request of a small publisher or  
                small manufacturer, is authorized to reduce the fee for  
                participation in the adoption.  

             H.    The CDE, if it determines that there is little or no  
                interest in participating in an adoption by publishers  
                and manufacturers, to recommend to the SBE whether or  
                not the adoption shall be conducted, and the SBE is  
                authorized to choose not to conduct the adoption.

             I.    Revenue derived from fees to be budgeted as  
                reimbursements and subject to review through the annual  
                budget process, and are authorized to be used to pay  
                for costs associated with any adoption and for any  
                costs associated with the review of instructional  

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                materials, including reimbursement of substitute costs  
                for teacher reviewers and to cover stipends for content  
                review experts.

           4. Defines "small publisher" and "small manufacturer" as an  
             independently owned or operated publisher or manufacturer  
             that is not dominant in its field of operation and that,  
             together with its affiliates, has 100 or fewer employees, and  
             has average annual gross receipts of $10 million or less over  
             the previous three years.

           Comments
           
          According to the Senate Education Committee, California's Common  
          Core initiative includes the adoption or approval of new  
          standards, frameworks, criteria by which instructional materials  
          are evaluated, supplemental instructional materials, basic  
          instructional materials, and a new assessment system.   
          California is currently pilot testing new assessments and  
          expects full implementation of new assessments in English  
          language arts and mathematics in Spring 2015.  This bill  
          provides a due date of November 30, 2015, for instructional  
          materials that are aligned to both the ELA and the ELD  
          standards.  The CDE is currently working on other Common  
          Core-related activities (approving supplemental instructional  
          materials, evaluating mathematics instructional materials),  
          which precludes the CDE from initiating another adoption prior  
          to the date established in this bill.  While state-adopted  
          materials for K-8 will not be available to school districts  
          prior to the expected administration of the new assessments,  
          supplemental materials in the ELA and the ELD (separately) are  
          currently available.  Further, existing law authorizes school  
          districts to use instructional materials that are aligned to  
          California's original academic content standards or California's  
          Common Core standards, including materials that have not been  
          adopted by the SBE.  

           Fee-based adoption  .  This bill establishes a fee-based adoption,  
          whereby instructional materials publishers are assessed a fee  
          based on the number of subjects, number and types of materials,  
          and grade levels.  According to the Senate Appropriations  
          Committee's analysis of prior legislation that also calls for a  
          fee-based adoption, the CDE indicates that the process ensures  
          the CDE will fully recover its costs of the adoption.  Some  

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          publishers of instructional materials have expressed concern  
          that this process requires a significant investment of resources  
          to develop the materials and pay for consideration by the CDE  
          and SBE without any assurance that school districts will  
          purchase those materials (particularly without a requirement for  
          districts to purchase nor specific resources for districts to do  
          so).  The recently authorized adoption of mathematics materials  
          is fee-based.  It may be reasonable to monitor that process to  
          determine if publishers face insurmountable obstacles.

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

          According to the Senate Appropriation Committee:

           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  4/3/13) (per Senate Education Committee  
          analysis) (Unable to reverify at time of writing)

          California Federation of Teachers
          California School Boards Association
          State Superintendent of Public Instruction

           ARGUMENTS IN SUPPORT  :    According to the author's office, the  
          SBE adopted the ELAs and mathematics in 2010.  The SBE adopted  
          updated standards for the ELD that are aligned with the Common  
          Core in 2012.  The Legislature recently authorized the approval  
          of separate supplemental instructional materials the ELA and for  
          the ELD.  The next step is to authorize the adoption of basic  
          instructional materials that are aligned to both the ELA  
          standards and the ELD standards.


          PQ:d  5/25/13   Senate Floor Analyses 

                           SUPPORT/OPPOSITION:  SEE ABOVE

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