BILL ANALYSIS Ó ----------------------------------------------------------------- |SENATE RULES COMMITTEE | SB 201| |Office of Senate Floor Analyses | | |1020 N Street, Suite 524 | | |(916) 651-1520 Fax: (916) | | |327-4478 | | ----------------------------------------------------------------- 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 CONTINUED SB 201 Page 2 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 CONTINUED SB 201 Page 3 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 CONTINUED SB 201 Page 4 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 CONTINUED SB 201 Page 5 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 **** END **** CONTINUED SB 201 Page 6 CONTINUED