BILL ANALYSIS                                                                                                                                                                                                    �






                                        

                         SENATE COMMITTEE ON EDUCATION
                                Carol Liu, Chair
                            2013-14 Regular Session
                                        

          BILL NO:       SB 453
          AUTHOR:        Huff 
          AMENDED:       April 17, 2013
          FISCAL COMM:   Yes            HEARING DATE:  April 24, 2013
          URGENCY:       No             CONSULTANT:Lenin Del Castillo

           SUBJECT  :  Teachers:  teacher evaluations.
          
           SUMMARY   

          This bill authorizes the governing board of a school  
          district to evaluate and assess the performance of  
          certificated employees using a multiple-measures evaluation  
          system, authorizes school districts to make specified  
          employment decisions based on teacher performance, and  
          expands the reasons districts may deviate from the order of  
          seniority in terminating and reappointing teachers, as  
          specified.  

           BACKGROUND 

          Under existing law, the Stull Act expresses legislative  
          intent that school districts and county governing boards  
          establish a uniform system of evaluation and assessment of  
          certificated personnel.  With the exception of certificated  
          personnel who are employed on an hourly basis to teach  
          adult education classes, the Stull Act requires school  
          districts to evaluate and assess teacher performance as it  
          reasonably relates to:  

          1)   Progress of pupils toward district-adopted and, if  
               applicable, state-adopted academic content standards  
               as measured by state-adopted criterion referenced  
               tests; 

          2)   Instructional techniques and strategies used by the  
               employee; 

          3)   The employee's adherence to curricular objectives; and




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          4)    The establishment and maintenance of a suitable  
               learning environment within the scope of the  
               employee's responsibilities.  
          (Education Code � 44660 et. seq.)  

          The Stull Act also prohibits the use of publishers' norms  
          established by standardized tests in the evaluation and  
          assessment of certificated employee performance.   
          (Education Code � 44662)

          Existing law requires an evaluation and assessment of the  
          performance of each certificated employee to be made at  
          least once each school year for probationary personnel, at  
          least every other year for personnel with permanent status,  
          and at least every five years for permanent employees who  
          have been employed with the district at least 10 years and  
          were rated as meeting or exceeding standards in their  
          previous evaluation.  Teachers who receive an  
          unsatisfactory rating may be required to participate in a  
          program designed to improve the employee's performance and  
          to further pupil achievement and the instructional  
          objectives of the district.  However, if the district  
          participates in the Peer Assistance and Review (PAR)  
          program, then the teachers who receive an unsatisfactory  
          rating are required to participate in that program.   
          (Education Code � 44664) 

          Existing law exempts certificated personnel who are  
          employed on an hourly basis in adult education classes from  
          Article 11 of Part 25, Chapter 3, of the Education Code  
          concerning the evaluation and assessment of performance of  
          certificated employees.  (Education Code � 44660)  

          Existing law requires school districts undergoing layoffs  
          to terminate certificated employees in the inverse order in  
          which they were employed.  Current law permits districts to  
          deviate from the order of seniority if:  

             1)   The district demonstrates a specific need to teach  
               a specific course or course of study, or to provide  
               services authorized by certain services credentials  
               and the retained individual has the specific  
               experience or training required to meet that need, or 

             2)   For purposes of maintaining or achieving compliance  
               with constitutional requirements related to equal  
               protection of the laws.  



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               (Education Code � 44955)

          When a district is undergoing a layoff, existing law  
          requires the governing board to assign and reassign  
          teachers according to their seniority and qualifications.   
          A teacher must pass a subject matter competency test prior  
          to being assigned to teach a subject he or she has not  
          previously taught and for which he or she doesn't have the  
          appropriate background or teaching credential.  (Education  
          Code � 44955)  

          Existing law 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)  

          Existing law specifies that a teacher has the right to  
          refuse to submit to any evaluation or survey conducted by  
          the school district concerning personal values, attitudes,  
          and beliefs, sexual orientation, political affiliations or  
          opinions, or critical appraisals of other individuals with  
          whom the teacher has a family relationship.  
          (Education Code � 49091.24)

          Existing law expresses the intent of the Legislature that  
          the Public Schools Accountability Act (PSAA) Advisory  
          Committee consider various ways to measure performance  
          levels of cohort growth in which each pupil, subgroup,  
          school, and school district make at least one year's  
          academic growth in one year's time and whether that growth  
          is sufficient to reach a performance level of proficient  
          within the timeframes specified in the state's approved  
          accountability plan required pursuant to the Elementary and  
          Secondary Education Act.  It further requires any measure  
          of annual academic achievement growth by cohort approved  
          for inclusion in the Academic Performance Index or adopted  
          through a state plan pursuant to the federal Elementary and  
          Secondary Education Act as a requirement of receiving or  
          allocating federal funds to utilize a growth model in the  
          public domain that is not proprietary, be able to be  
          replicated by an independent statistician, and be able to  
          be fully and accurately explained in a document made  
          available to the public.  (Education Code � 52052.6)




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           Federal requirements  

          The U.S. Department of Education (DOE) has established a  
          process by which states may request flexibility on behalf  
          of themselves, local educational agencies, and schools, by  
          applying for a waiver from certain requirements of the No  
          Child Left Behind Act of 2001 (NCLB).  The waiver is  
          intended to provide educators and state and local leaders  
          with flexibility regarding specific requirements of NCLB  
          (principally, the requirement that all students be  
          proficient in math and reading by 2014 and won't have to  
          identify additional schools failing to meet targets) in  
          exchange for rigorous and comprehensive state-developed  
          plans designed to improve educational outcomes for all  
          students, close achievement gaps, increase equity, and  
          improve the quality of instruction.  

          Instructions provided by the DOE indicate that to receive  
          the flexibility, a state's educational agency and each  
          local educational agency must commit to develop, adopt,  
          pilot and implement, with the involvement of teachers and  
          principals, teacher and principal evaluation and support  
          systems that:  (1) will be used for continual improvement  
          of instruction; (2) meaningfully differentiate performance  
          using at least three performance levels; (3) use multiple  
          valid measures in determining performance levels, including  
          as a significant factor, data on student growth for all  
          students (including English Learners and students with  
          disabilities), and other measures of professional practice  
          (which may be gathered through multiple formats and  
          sources, such as observations based on rigorous teacher  
          performance standards, teacher portfolios, and student and  
          parent surveys); (4) evaluate teachers and principals on a  
          regular basis; (5) provide clear, timely, and useful  
          feedback, including feedback that identifies needs and  
          guides professional development; and (6) will be used to  
          inform personnel decisions.  

          The DOE has granted waivers to over 30 states.  In June  
          2012, California submitted a request to set aside specific  
          requirements of the NCLB and requested that the DOE allow  
          the state to use its own accountability system to 



          ensure that all schools improve.  California's request  
          differs from those filed by other states that agreed to  



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          several additional federally required policies in exchange  
          for the NCLB waiver.  The request was denied In December  
          2012.  

           Court ruling  

          In November 2011, a group of parents filed a law suit on  
          behalf of their children, (Doe et. al. v Deasy et. al.)  
          asking the court to compel the Los Angeles Unified School  
          District (LAUSD), its superintendent, and its board of  
          education to comply with the Stull Act's requirement to  
          evaluate teachers and administrators based in part on  
          student performance.  In July 2012, Superior Court Judge  
          Chalfant found that the LAUSD was not in compliance with  
          the Stull Act and was violating its mandatory duty under  
          the Act to use pupil progress in teacher and principal  
          evaluations.  The Court ruled that Los Angeles Unified  
          School District (LAUSD) must modify its current evaluation  
          process to comply with the Stull Act requirement to  
          incorporate an assessment of the employee's performance as  
          it reasonably relates to the progress of pupils toward the  
          District standards at each grade level in each area of  
          study and as it reasonably relates to the progress of  
          pupils toward State adopted academic content standards as  
          measured by State adopted criterion referenced assessments,  
          if applicable.  

           LAUSD and UTLA Supplemental Agreement  

          In response to the requirements of the Doe v. Deasy court  
          order, LAUSD and United Teachers Los Angeles (UTLA) reached  
          an agreement on additional teacher evaluation guidelines as  
          a supplemental agreement to the existing collective  
          bargaining agreement (Article X of the District-UTLA  
          Agreement).  The supplemental agreement was ratified by  
          UTLA members in January 2013, and changes the current  
          evaluation process to incorporate the consideration of data  
          of pupil progress into both the goal-setting planning  
          sheets and in the final evaluation.  Specifically, LAUSD  
          administrators must ensure that a student performance data  
          goal be incorporated into a teacher's initial planning  
          sheet and that both classroom level and student outcome  
          data and schoolwide Academic Growth Over Time information  
          be considered and used when determining a teacher's overall  
          performance in making a final evaluation.  

           ANALYSIS  



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           This bill  :

          1)   Repeals the Stull Act's legislative intent that school  
               districts and county governing boards establish a  
               uniform system of evaluation and assessment of  
               certificated personnel as of July 1, 2015.  

          2)   By the 2015-16 school year, requires the governing  
               board of a school district to establish a uniform  
               system of evaluation and assessment of the performance  
               of all certificated employees and fully implement the  
               system by the 2016-17 school year.  The evaluation  
               system shall meet the following criteria:  

               a)        The system shall define a rigorous,  
                    transparent, and fair multiple-measures  
                    evaluation system and involve the development and  
                    adoption by the governing board of objective  
                    evaluation and assessment guidelines.  

               b)        All certificated employees of the school  
                    district are subject to the system of evaluation  
                    and assessment, except for employees who are  
                    employed on an hourly basis in adult education  
                    classes.  

               c)        Specifies that "multiple-measures evaluation  
                    system" is a teacher evaluation system that uses  
                    multiple research-validated approaches to  
                    measuring effectiveness, as specified.  Requires  
                    the evaluation system to include a quantitative  
                    pupil academic achievement growth component that  
                    constitutes at least 30 percent of the overall  
                    teacher effectiveness measure.  School districts  
                    may use other measures of student performance in  
                    subjects for which quantitative measures of  
                    student growth are not available.

          3)   Specifies that the system of evaluation applies to the  
               county superintendent of schools and the employees of  
               schools conducted or maintained by the county  
               superintendent of schools.  

          4)   Requires the development and implementation of the  
               evaluation system to be subject to annual compliance  
               audits, as specified, commencing with the 2015-16  



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               fiscal year.

          5)   Provides that the bill does not limit the governing  
               board of a school district to develop and adopt  
               additional evaluation and assessment guidelines or  
               criteria.

          6)   Allows the governing board of a school district's  
               determination on the order of termination to include  
               distinctions based upon performance evaluations.

          7)   Specifies that notwithstanding any other law, a school  
               district, county office of education or charter school  
               may assign, reassign, and transfer teachers and  
               administrators based on effectiveness and subject  
               matter needs without regard to years of service.  

          8)   Deletes the requirement that school districts make  
               assignments and reassignments in a manner that  
               employees shall be retained to render service which  
               their seniority and qualifications entitle them to  
               render.  

          9)   Deletes the requirement that an employee must pass a  
               subject matter competency test prior to being assigned  
               or reassigned to teach a subject they have not  
               previously taught or have the appropriate background  
               or teaching credential.  


          10)  Specifies that a district may deviate from the order  
               of seniority for purposes of maintaining or achieving  
               compliance with constitutional requirements related to  
               equal protection of the laws as it applies to pupils.   


          11)  Adds provisions to existing law authorizing a district  
               to deviate from the order of seniority in the layoff  
               and reappointment of certificated employees:  

               a)        Specifies a district may deviate from the  
                    order of seniority on the basis of performance  
                    evaluations provided that the district has  
                    implemented an evaluation and assessment process  
                    as provided in this bill and employees with  
                    superior evaluations are retained over those with  
                    inferior evaluations.  



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               b)        Specifies a district may deviate from the  
                    order of seniority on the basis that the employee  
                    is assigned to a school site that has been  
                    selected by the governing board for exemption  
                    from certificated reductions in force, based upon  
                    the needs of the educational program.  

          12)  Prohibits a district that deviates from the order of  
               seniority for purposes of terminating an employee,  
               from taking into consideration whether an employee has  
               exercised collective bargaining and grievance rights;  
               prohibits a school district from deviating from the  
               order of seniority if the employee has 18 months or  
               less from his or her date of retirement or is on  
               medical leave.  

          13)  Authorizes a district to deviate from the order of  
               seniority in reappointing or offering substitute  
               service to a certificated employee who has been laid  
               off for any of the following reasons:  

               a)        The school district demonstrates a specific  
                    need for personnel to teach a specific course or  
                    course of study or to provide services authorized  
                    by a services credential, as specified.  

               b)        For purposes of maintaining or achieving  
                    compliance with constitutional requirements  
                    related to equal protection of the laws as it  
                    applies to pupils.  

           STAFF COMMENTS  

           1)   Need for the bill  :  The state's fiscal crisis has  
               required most school districts to make difficult  
               budget adjustments, including reductions to their  
               teaching workforce.  According to the author's office,  
               the state's current "seniority first" system limits  
               the flexibility of school districts to make staffing  
               decisions that are in the best interest of schools and  
               the students they serve.  Layoffs must abide by the  
               rule of "Last In, First Out" in which certificated  
               teachers must be released in the inverse of the order  
               in which they were hired; assignments, reassignments,  
               and transfers are determined on the basis of  
               seniority; and substitute jobs and vacancies must be  



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               offered first to laid-off teachers who have the most  
               seniority, all without regard to the effectiveness of  
               the teacher or the needs of the students.  Many argue  
               that these policies disproportionately affect students  
               attending low-achieving schools and schools in  
               low-income, high-poverty communities, not only because  
               these schools tend to have an overconcentration of  
               low-seniority teachers, but also because teachers with  
               more seniority tend to transfer to higher performing  
               schools.  SB 453 modifies the seniority first system  
               by authorizing school districts to implement a  
               multiple-measures evaluation system and by authorizing  
               districts that choose to implement the prescribed  
               system to consider an employee's performance when  
               making layoff and reappointment decisions.  

           2)   Evaluation and assessment system  .  Many teachers and  
               administrators note that evaluation procedures in most  
               districts do not help teachers or schools focus on  
               improving practice.  A recent policy brief from the  
               Center for the Future of Teaching and Learning (CFTL)  
               noted that teacher evaluation is typically a  
               compliance-oriented process that provides little  
               substantive support to teachers and is an ineffective  
               mechanism for strengthening teacher quality.  The CFTL  
               noted specific components of an improved evaluation  
               system would include making teacher evaluation  
               multi-dimensional, including student performance  
               assessment and outcome measures; strengthening  
               training that principals and others receive to conduct  
               evaluations; increasing the amount of time principals  
               or others have allotted for conducting evaluations;  
               and linking evaluation feedback to professional  
               development opportunities to strengthen practice.  

          This bill authorizes school districts to evaluate and  
               assess the performance of all certificated employees  
               using a multiple-measures evaluation system that  
               includes quantitative pupil academic achievement  
               growth that would be at least 30% of the overall  
               measure of effectiveness.  Could this result in a  
               patchwork of assessments that may or may not be  
               consistent across districts?  Is the proposed  
               evaluation system too prescriptive for some districts,  
               particularly those that are using an evaluation system  
               that meets their local needs?  




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          Since all certificated employees in a district would be  
               subject to the evaluation system, how would pupil  
               academic growth be measured for teachers who do not  
               have direct instructional responsibilities (such as  
               mentor teachers or an assistant superintendent of  
               curriculum) or who teach pupils or subjects that are  
               not tested, such as kindergarten teachers or career  
               technical education teachers?  Given that the state's  
               accountability system and related assessments may  
               evolve to be aligned with the common core standards  
               and a reauthorized Elementary and Secondary Education  
               Act, would it make sense to wait and develop a teacher  
               evaluation system that is aligned with those  
               initiatives?  


           3)   Use of assessments in evaluation  .  In addition to  
               authorizing school districts that implement the  
               prescribed evaluation system to consider a teacher's  
               performance in making layoff and reappointment  
               decisions, it appears this bill authorizes school  
               districts, county offices of education, and charter  
               schools to assign, reassign, and transfer teachers and  
               administrators based on effectiveness and subject  
               matter needs without regard to service, whether or not  
               the district first adopts the assessment system  
               prescribed by this bill.  

          Given the "high stakes" decisions that could be made on the  
               basis of performance, it will be critical for  
               governing boards to ensure that their evaluation  
               systems are fair, valid, and reliable.  Each component  
               of the system would need to be a valid and reliable  
               measure of teacher effectiveness in order to ensure  
               that a satisfactory rating in one school within the  
               district is equal to a satisfactory rating in another  
               school.  Such a ranking system should involve  
               significant and on-going training of evaluators and  
               could require costly validation studies to ensure that  
               any student assessments used for purposes of the  
               evaluation system are valid and reliable.  

          It is unclear whether teachers who are referred to the Peer  
               Assistance and Review program as a result of their  
               evaluation would have the opportunity to improve their  
               practice before a district could use the evaluation in  
               making employment decisions.  



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           4)   Related and prior legislation  .  

               SB 441 (Calderon) amends various provisions of  
               existing law governing the evaluation of certificated  
               employees by requiring the evaluations to use multiple  
               measures, including a minimum of four rating levels,  
               increasing the frequency of evaluations for teachers  
               with 10 or more years of experience in a school  
               district from every five years to every three years,  
               and requiring school districts to avail itself to the  
               input of parents.  This bill is also scheduled to be  
               heard in this Committee on April 24, 2013. 

               SB 657 (Block) repeals the Stull Act and adds various  
               intent language and declarations regarding teacher  
               evaluations.  This bill is pending before this  
               Committee.

               SB 1292 (Liu), Chapter 435, Statutes of 2012,  
               authorized the evaluation of school principals based  
               on the California Professional Standards for  
               Educational Leaders as well as evidence of pupil  
               academic growth, effective and comprehensive teacher  
               evaluations, culturally responsive instructional  
               strategies, the ability to analyze quality  
               instructional strategies and provide effective  
               feedback, and effective school management.    

               SB 355 (Huff, 2011) similar to this bill, would have  
               authorized the evaluation and assessment of  
               certificated employees using a multiple-measures  
               evaluation system, authorized districts to assign,  
               reassign, and transfer teachers and administrators  
               based on effectiveness and subject matter needs  
               without regard to years of service, and authorized  
               districts to deviate from the order of seniority in  
               terminating and reappointing teachers, as specified.   
               This measure failed passage in this Committee on May  
               11, 2011, on a 3-2 vote.
                
          SUPPORT
           
          California Chamber of Commerce
          California School Boards Association
          Congress of Racial Equality of California
          Democrats for Education Reform



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          Fullerton Chamber of Commerce
          Voice for Our Kids

           OPPOSITION

           California Federation of Teachers 
          California School Employees Association
          California Teachers Association
          Public Advocates
          Service Employees International Union