BILL ANALYSIS                                                                                                                                                                                                    Ó



           SENATE COMMITTEE ON EDUCATION
                              Senator Carol Liu, Chair
                                2015 - 2016  Regular 

          Bill No:             AB 1914            
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          |Author:    |Bonilla                                              |
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          |Version:   |May 27, 2016                             Hearing     |
          |           |Date:   June 15, 2016                                |
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          |Urgency:   |No                     |Fiscal:    |Yes              |
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          |Consultant:|Lynn Lorber                                          |
          |           |                                                     |
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          Subject:  Public postsecondary education:  academic materials:   
          textbooks:  access codes


            SUMMARY
          
          This bill requires the academic senates of campuses of the  
          California State University (CSU) and the University of  
          California (UC) to develop policies regarding instructional  
          materials to encourage efforts to reduce redundancy in the  
          delivery of materials, and requires the CSU Trustees to review  
          and adopt those policies.

            BACKGROUND
          
          Existing federal law, the Higher Education Opportunity Act:  

             1)   Requires each institution of higher education (IHE) that  
               receives federal financial assistance, to the maximum  
               extent possible, to:

                  a)        Disclose, on the IHE's online course schedule,  
                    the International Standard Book Number (ISBN) and  
                    retail price information of required and recommended  
                    textbooks and supplemental materials for each course  
                    listed in the course schedule.

                  b)        Include on the IHE's written course schedule a  
                    notice that textbook information is available on the  
                    IHE's online course schedule, and the web link to that  







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                    schedule.

             1)   Provides exceptions to the disclosure requirement as  
               specified.

             2)   Encourages IHEs to also provide to students information  
               regarding:

                  a)        Available institutional programs for renting  
                    textbooks or for purchasing used textbooks.

                  b)        Available institutional guaranteed textbook  
                    buy-back programs.

                  c)        Available institutional alternative content  
                    delivery programs.

                  d)        Other available institutional cost-saving  
                    strategies.

             1)   Requires each institution of higher education (IHE) that  
               receives federal financial assistance to make available to  
               college bookstores that are operated or affiliated with the  
               institution the most accurate information available  
               regarding the IHE's course schedule for the subsequent  
               academic period and the information described in 1) and 2)  
               above for each course or class offered for the subsequent  
               academic period. 

             2)   Provides that the information is to be provided to the  
               college bookstore as soon as is practicable upon the  
               request of the college bookstore.  
          (United States Code, Title 20, § 1015)

          Existing state law: 

             1)   Requires the California State University (CSU) Trustees  
               and the California Community College (CCC) Board of  
               Governors, and requests the Regents of the University of  
               California (UC), to work with the academic senates to  
               encourage faculty to give consideration to the least costly  
               practices in assigning textbooks and to encourage faculty  
               to disclose to students how new editions of textbooks are  
               different from previous editions.  Existing law also urges  








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               textbook publishers to provide information to faculty when  
               they are considering what textbooks to order, and to post  
               information on the publishers' Web sites, including an  
               explanation of how the newest edition is different from  
               previous editions.  In addition, publishers are asked to  
               disclose to faculty the length of time they intend to  
               produce the current edition and provide faculty free copies  
               of each textbook selected.  (Education Code § 66406)

             2)   The College Textbook Transparency Act requires each  
               campus bookstore at any public postsecondary educational  
               institution to post in its store or on its Web site a  
               disclosure of the retail price policy on new and used  
               textbooks.  These provisions also encourage adopters to  
               consider cost in the adoption of textbooks, require  
               institutions to encourage adopters to place orders with  
               sufficient lead time to enable the college bookstore to  
               confirm the availability of the requested materials.  This  
               Act also requires textbook publishers to:
              
                   a)        Respond in a timely manner to requests from  
                    faculty or other adopter for specified information,  
                    such as costs of textbooks.
                   
                   b)        Print on or in a textbook how new editions are  
                    different.  (EC § 66406.7)  
                   
              1)   The College Textbook Affordability Act, establishes the  
               Open Educational Resources Adoption Incentive Program to  
               incentivize faculty to accelerate the adoption of lower  
               cost, high-quality, open educational resources (OERs) at  
               campuses of the CCC and the CSU.  This program provides  
               funding for faculty professional development, professional  
               development for staff, OER curation activities, curriculum  
               modification and requisite release time for faculty, and  
               technology support.  (EC § 67420)  

             2)   Establishes the California Digital Open Source Library,  
               administered by the CSU in coordination with the CCC, for  
               the purpose of housing open source materials 
          while providing Web-based access for students, faculty and staff  
          to find, adopt, utilize, or modify course materials for little  
          or no cost.  (EC § 66408)









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             3)   Establishes the California Open Education Resources  
               Council and requires the council to be responsible for,  
               among other things, developing a list of 50 strategically  
               selected lower division courses in the public postsecondary  
               segments for which high-quality, affordable, digital open  
               source textbooks and related materials are to be developed  
               or acquired.  (EC § 66409)

            ANALYSIS
          
          This bill requires the academic senates of campuses of the  
          California State University (CSU) and the University of  
          California (UC) to develop policies regarding instructional  
          materials to encourage efforts to reduce redundancy in the  
          delivery of materials, and requires the CSU Trustees to review  
          and adopt those policies.  Specifically, this bill:

          1)   Requires the respective academic senates of campuses of the  
               CSU and the UC, in collaboration with students and campus  
               administrators, to develop policies regarding required  
               academic materials in order to encourage efforts to reduce  
               redundancy in the delivery of academic materials, including  
               but not limited to, textbooks and access codes.  
          
          2)   Requires the policies to include, but not be limited to,  
               all of the following:

               a)        Guidelines prioritizing the use of ancillary and  
                    additional academic platforms and materials already  
                    available to enrolled students that are determined by  
                    faculty to meet the requirements of a course at no  
                    additional cost to enrolled students on their campuses  
                    or to the campus itself (excluding textbooks).  

               b)        A requirement that the cost of academic materials  
                    from the current semester or quarter be provided to  
                    faculty by the campus bookstore when academic  
                    materials are being chosen for an upcoming academic  
                    term, if available.  

               c)        The establishment, in consultation with the  
                    campus bookstore, of deadlines by the campus for  
                    faculty or an academic department to notify the campus  
                    bookstore of required and recommended textbooks and  








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                    other instructional materials so that the bookstore  
                    may verify availability, source, and lower cost  
                    options when practicable, and provide this information  
                    to faculty for consideration when exploring  
                    alternatives.  

               d)        A determination, in consultation with the campus  
                    bookstore, of approved descriptors to post next to  
                    academic materials offered for sale at the campus  
                    bookstore, including a requirement that the bookstore  
                    clearly identify any recommended course materials that  
                    are suggested by the bookstore but not by the faculty  
                    member who assigned the materials.


          3)   Requires the Trustees of the California State University  
               (CSU) and requests the Regents of the University of  
               California (UC) to review and adopt the policies developed  
               for their respective campuses.  

          4)   Defines "access code" as an identification number or  
               password, or both, that is used to gain access to digital  
               content.

          5)   States legislative intent to encourage faculty to continue  
               their commitment to making academic materials affordable by  
               considering free or inexpensive options, including open  
               access options, in selecting academic materials to assign  
               to their students.

          STAFF COMMENTS
          
          1)   Need for the bill.  According to the author, "AB 1914  
               ensures that students are not paying for underutilized  
               instructional materials by increasing the transparency of  
               the instructional materials selection process for faculty  
               and bookstores.  For example, most recently, access codes  
               are assigned along with textbooks.  An access code is an  
               identification number or password that is used to access  
               digital content.  Each student must purchase their access  
               code; they cannot be shared.  Access codes cost students  
               $50 to $100 in addition to what they pay for all of the  
               other instructional materials required for a course.  Not  
               only are access codes an additional cost, but sometimes  








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               they are used for tasks that could be completed by  
               platforms already available to both professors and students  
               on campus.  For example, access codes have been used for  
               the submission of assignments (without grading), storing  
               and maintaining grades, and for communication between  
               faculty members and students.  The same concept can occur  
               with textbooks when a student is assigned a book but are  
               only assigned one chapter from the book."

          2)   What's new?  Existing law encourages faculty to consider  
               price, requires publishers to respond in a timely manner to  
               requests from faculty for specified information including  
               costs of textbooks, requires institutions to encourage  
               adopters to place orders with sufficient lead time to  
               enable the college bookstore to confirm the availability of  
               the requested materials, and requires bookstores to post  
               the price policy.  

          This bill requires the academic senates of the CSU and UC to  
               develop policies that include a requirement that the cost  
               of academic materials from the current semester or quarter  
               be provided to faculty by the campus bookstore when  
               academic materials are being chosen for an upcoming  
               academic term, if available.  Currently, faculty may have  
               this information only if the faculty requests it from  
               publishers or from the bookstore.  

          This bill requires the policies to include the establishment, in  
               consultation with the campus bookstore, of deadlines by the  
               campus for faculty or an academic department to notify the  
               campus bookstore of required and recommended textbooks and  
               other instructional materials so that the bookstore may  
               verify availability, source, and lower cost options when  
               practicable, and provide this information to faculty for  
               consideration when exploring alternatives.  Generally, the  
               current process consists of faculty submitting their lists  
               of required and recommended instructional materials to the  
               bookstore, and the bookstore fills the order (although some  
               faculty work more cooperatively with the bookstore than  
               described here).  This bill requires policies that would  
               essentially require faculty to submit lists of materials to  
               the bookstore within a specified timeframe, the bookstore  
               would research prices and options, and submit that  
               information to the faculty, and the faculty would consider  








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               that information and subsequently submit the order for  
               instructional materials (whether or not the faculty  
               adjusted the list of materials based on information  
               received by the bookstore).  

          3)   Campus vs. system policies.  This bill requires academic  
               senates to develop policies for each campus, and requires  
               the Trustees of the California State University (CSU) and  
               requests the Regents of the University of California (UC)  
               to review and adopt the policies developed for their  
               respective campuses.  Is it unclear how the governing board  
               of a system would adopt numerous policies for each of their  
               campuses.  Staff recommends an amendment to instead require  
               the policies developed by the academic senates to be  
               forwarded to the Trustees and Regents for their review.
          
          4)   What about the community colleges?  This bill does not  
               apply to the academic senate of the California Community  
               Colleges (CCC).  The CCC has in place policies that address  
               portions but not all provisions of this bill.   
               Specifically, the CCC policy:

               a)        Requires, where instructional materials are  
                    available to a student temporarily through a license  
                    or access fee, to be provided options at the time of  
                    purchase to maintain full access to the materials for  
                    varying periods of time ranging from the length of the  
                    class up to at least two years.

               b)        Requires policies and regulations specifying the  
                    conditions under which instructional materials will be  
                    required to direct instructors to take reasonable  
                    steps to minimize the cost and endure the necessity of  
                    instructional materials.

               c)        Prohibits required instructional materials from  
                    including materials used or designed primarily for  
                    administrative purposes, class management, course  
                    management or supervision.

               Amendments taken in the Assembly removed the CCCs from this  
               bill.  It is unclear why the academic senates of the CCCs  
               should not develop policies pursuant to this bill.  The CCC  
               policy is available through this link:  








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               [http://extranet.cccco.edu/Portals/1/AA/Miscellaneous/Instru 
               ctionalMaterialsGuidelines1.28.13.pdf]

          5)   Access codes, the new CD ROM?  An access code is a password  
               needed in order to access course content online.  The  
               content a student accesses depends on the course, but can  
               include things such as practice exam questions, interactive  
               videos, and course assignments.  Access codes are not  
               always included with a subscription to an electronic book.   
               Additionally, access codes 
               are generally tied to specific textbooks; a student has to  
               purchase the access code that accompanies the specific  
               textbook.  This bill does not prohibit the use of access  
               codes.

          6)   Approved descriptors.  This bill requires the policies  
               developed by the academic senates to include, among other  
               things, a determination of approved descriptors to post  
               next to academic materials offered for sale at the campus  
               bookstore, including a requirement that the bookstore  
               clearly identify any recommended course materials that are  
               suggested by the bookstore but not by the faculty member  
               who assigned the materials.  Background materials provided  
               by the author describe situations where college bookstores  
               label instructional materials as being "highly recommended"  
               but do not indicate that those materials are recommended by  
               the bookstore and not by the faculty.
          
          7)   Fiscal impact.  According to the Assembly Appropriations  
               Committee's analysis, this bill would impose the following  
               costs:

               a)        California State University (CSU).  Adopting and  
                    implementing the new policies at the CSU, assuming  
                    $5,000 per campus, would cost $115,000 (General Fund)  
                    annually.  This would include coordination among staff  
                    to ensure awareness of the policy, provide the  
                    required information, and ensure compliance with  
                    posting requirements.

               b)        University of California (UC).  Minor and  
                    absorbable costs.

          8)   Related legislation.  SB 1359 (Block, 2016) requires each  








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               campus of the California Community Colleges and the CSU,  
               and requests each campus of the UC, to clearly highlight  
               the courses that at least in part use digital course  
               materials that are free of charge and have a low-cost  
               option for print version.  SB 1359 is pending referral in  
               the Assembly.

            SUPPORT
          
          Academic Senate of the California State University
          California State Student Association

            OPPOSITION
           
           None received.

                                      -- END --