BILL ANALYSIS                                                                                                                                                                                                    Ó



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          Date of Hearing:   July 15, 2015


                           ASSEMBLY COMMITTEE ON EDUCATION


                              Patrick O'Donnell, Chair


          SB  
          359 (Mitchell) - As Amended June 24, 2015


          SENATE VOTE:  40-0


          SUBJECT:  California Mathematics Placement Act of 2015.


          SUMMARY:  Requires local educational agencies and charter  
          schools serving students in grades 8 and 9 to adopt and  
          implement a fair, objective, and transparent mathematics  
          placement policy.  Specifically, this bill:  


          1)Makes findings and declarations regarding the problem of  
            students being inappropriately placed in mathematics courses  
            at the secondary level. 



          2)States that the act shall be known as the California  
            Mathematics Placement Act of 2015.



          3)Requires governing boards of local educational agencies  
            serving pupils in grade 8 or 9, or both, that do not have a  
            mathematics placement policy as of January 1, 2016, to  








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            develop, adopt in a regularly scheduled public meeting, and  
            implement a fair, objective, and transparent mathematics  
            placement policy that:



             a)   systematically takes multiple, objective academic  
               measures into consideration, such as year-end 8th grade  
               statewide assessments, pupil grades, and coursework



             b)   includes at least one placement checkpoint within the  
               first month of the academic year to ensure accurate  
               placement



             c)   requires examination of aggregate pupil placement data  
               annually to ensure that there is no disproportionate impact  
               in the course placement of pupils by race, gender,  
               ethnicity, or socioeconomic background



             d)   requires LEAs to report the aggregate results of this  
               examination to the governing board of the local educational  
               agency and prominently post the examination results on its  
               website. States that this report may be included as part of  
               the local educational agency's accountability report of its  
               local control and accountability plan.



             e)   offers clear and timely recourse for each pupil and his  
               or her parent or legal guardian who questions the pupil's  
               placement










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          1)Requires each governing board of a local educational agency  
            shall ensure that its mathematics placement policy is posted  
            prominently on its Internet Web site.



          2)Defines "local educational agency" to mean a county office of  
            education, school district, state special school, or  
            direct-funded charter school.



          


          EXISTING LAW:   


          1)Requires completion of two courses in mathematics before  
            graduation from high school.  



          2)Requires that one of those courses, or "a combination of the  
            two courses" required for graduation meet or exceed the rigor  
            of the 1997 content standards for Algebra 1.



          3)Establishes the Academic Content Standards Commission and  
            requires it to develop standards in language arts and  
            mathematics, at least 85% of which must be those developed by  
            the Common Core State Standards (CCSS) Initiative.  Requires  
            the State Board of Education (SBE) to accept or reject these  
            standards by August 2, 2010.











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          4)Authorizes the Superintendent of Public Instruction to  
            recommend modifications to the adopted CCSS in mathematics to  
            the SBE, and authorizes the SBE to adopt modifications to the  
            standards.



          FISCAL EFFECT:  According to the Senate Appropriations  
          Committee, "Unknown, potentially significant costs for LEAs  
          without a mathematics placement policy to develop and implement  
          one in accordance with the requirements of this bill.  Costs to  
          the state would depend on the number of LEAs that would be  
          required to develop a placement policy as these activities, as  
          well as implementing the policy, could be determined to be a  
          reimbursable state mandate."  


          COMMENTS:  


          Need for the bill. According to the author's office, "Math  
          misplacement occurs when 9th grade students are held back to  
          repeat their 8th grade math course despite achieving a "B" grade  
          or better, or testing at proficient or advanced on state  
          assessments, instead of being placed in the next course in the  
          recommended math sequence as a freshman in high school.  Most  
          universities, including the California State University and the  
          University of California, require at least three years of math  
          for college eligibility and prefer students who have taken  
          high-level math courses such as Calculus or Advanced Placement  
          Statistics.  Failing to take high level math classes in high  
          school can have significant ramifications on the student's  
          future economic success."


          Study finds many students who successfully pass Algebra in 8th  
          grade placed in same course in 9th grade.   A 2010 study by the  
          Noyce Foundation which examined the math placement practices of  
          nine school districts and their effect on 1,700 students found:








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           Nearly 65% of students who were placed in Algebra in 8th grade  
            were placed in Algebra again in 9th grade.  

           46% of 8th grade Algebra students who earned a grade of B- or  
            better were placed in Algebra again in 9th grade, or dropped  
            to a less advanced course.

           45% of 8th grade Algebra students who met or exceeded  
            standards on standardized assessments (California Standards  
            Test or the formative Mathematics Assessment Resource Service  
            assessments) were placed in Algebra again in 9th grade.



           Nearly half of the students who were successful in Algebra in  
            the eighth grade and who were placed again in Algebra in ninth  
            grade were no more successful in their second experience. 

           Evidence suggesting (but is not generalizable because of the  
            methodology of this study) that Latino, African American, and  
            Pacific Islander students who were successful in 8th grade  
            Algebra were less likely than other students to be placed in  
            Algebra again in 9th grade.

           There are a "large and confusing array of names for math  
            classes" in 8th and 9th grades among the districts surveyed. 

          Math placement in 8th and 9th grade key to future achievement  
          and college-readiness. Placement in 8th grade algebra, often  
          described as a "gatekeeper" or "gateway" course, has long term  
          implications, generally determining whether students to advanced  
          mathematics in high school.  


          The state's Mathematics Framework, adopted by the SBE in 2013,  
          describes 8th grade math placement as predictive of course  
          taking patterns in high school.  In many districts, students who  








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          are not on this track in 8th grade will only progress to  
          advanced mathematics in 12th grade by taking the extraordinary  
          measure of taking two math courses in one year.  This has  
          implications for postsecondary options, as calculus or other  
          high level mathematics courses are preferred by many  
          institutions of higher education.  The Mathematics Framework  
          also characterizes 9th grade as "a key year for students in  
          terms of future academic success," citing research showing that  
          most students who fall off track for college eligibility do so  
          in the 9th grade.  


          A new definition of "math misplacement."  Prior to the  
          publication of the above data, "math misplacement" was typically  
          considered to mean the placement of students in courses for  
          which they were academically unprepared.  The state's  
          Mathematics Framework states that "[math] misplacement is  
          common," and devotes the discussion of this problem  
          predominantly to the problem of students' lack of readiness for  
          the course.  


          Enrollment in 8th grade algebra has increased dramatically in  
          recent years, from 32 percent to 54 percent between 2003 and  
          2009, according to the CDE.  Scores on the California Standards  
          Test in algebra increased for students overall during this  
          period, but scores have risen more dramatically for low income,  
          English learner, African American, and Latino students, as well  
          as students with disabilities.  


          Yet concerns persist about inappropriate placement in this  
          course.  These concerns are based in part on proficiency scores  
          on the California Standards Test, but also on the observations  
          that many students retake Algebra in 9th grade, and that many  
          retake the algebra CST (which occurs each time a student takes  
          the course).  










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          Given the data presented above, coupled with research presented  
          below, the Committee may wish to consider if any part of  
          California's students' math "failure" could actually be success  
          in disguise.


          How do schools determine math placement?  Current law is silent  
          with regard to mathematics placement policies and practices.   
          The state's Mathematics Framework states:  


             Most districts typically rely on teacher recommendations  
             and course grades to determine course placement (Bitter  
             and O'Day 2010, p. 6), with standardized mathematics  
             test scores, student/parent preferences, and counselor  
             recommendations also factoring into the decision  
             (Hallinan 2003).  Teacher and counselor placement  
             recommendations include subjective judgments about  
             "students' personalities, behavior and motivation" in  
             addition to test score performance. [emphasis added]


          What causes math misplacement?  There are several factors which  
          have been identified as leading to students' misplacement in math  
          courses in 9th grade.  Among them are:


           Over-reliance on subjective measures. Use of subjective  
            measures to determine placement may be a significant factor in  
            math misplacement.  Research on math placement illustrates the  
            potential consequences of over-reliance on subjective  
            judgments in placement decisions:


            A 2014 longitudinal study of placement of students in algebra  
            in 8th grade investigated the relationship between  
            standardized test scores and teacher evaluation of students'  
            math skills on math placement.  It found that African American  
            students had 2/3 the chance of being placed in algebra than  








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            other students of the same ability.  For white students, test  
            scores were a stronger predictor of algebra placement than  
            teacher evaluation, but for African American students teacher  
            evaluations significantly outweighed test scores.  Students  
            who had high test scores but low teacher evaluations had only  
            1/10th the rate of algebra placement as students who had high  
            test scores and high teacher evaluations.  For high-achieving  
            African American students, the rate of algebra placement was  
            40% lower than for high-achieving white students.  Even for  
            African American students with high test scores and high  
            teacher evaluations, the rate of placement was no higher than  
            for those African American students with average scores and  
            evaluations.


            Another study of math placement in an urban school district  
            found that among 8th grade students scoring in the highest  
            quartile on a statewide standardized assessment of  
            mathematics, placement in the 9th grade "gatekeeper"  
            mathematics courses differed dramatically by schools within  
            the same district.  Overall, 27% of high scoring students were  
            not placed in appropriate courses, and low socio-economic  
            students were three times as likely as wealthier students to  
            be denied appropriate placement. The school observed to have a  
            culture of low expectations placed the least number of  
            high-achieving students in the appropriate courses.  


           Poor timing of data availability from some objective measures.  
             Data from statewide assessments has historically been  
            available only after placement recommendations have been made.  
             This should improve, however, with the state's new,  
            computer-based assessments, which will produce test scores for  
            non-performance items within weeks after test administration.


           Absence of consistently-applied policies. There is no  
            statewide data on school districts' math policies.  Some  
            districts, such as Capistrano Unified School District, do have  








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            clear placement policies posted on their websites.  But  
            anecdotal evidence suggests that some school districts either  
            lack a formal, publicly-accessible placement policy, or that  
            their existing policies are not applied consistently.  


           Lack of coordination between middle and high schools.  A  
            report by WestEd, "College Bound in Middle School and High  
            School?  How Math Course Sequences Matter," found poor  
            coordination between middle and high schools in math  
            placement, reporting that of the districts studies, "none had  
            focused on the relationship between students' math performance  
            in early middle school and later course taking and  
            achievement," reflecting a "disjuncture, or lack of  
            communication, between middle- and high-school staff."  It  
            noted that "middle-school staff never learned how their  
            students fared in high school; high-school teachers do not  
            systematically seem to know how their students had performed  
            in middle school before transitioning to high school." 


           Wide variation in course names.  As noted above, there are  
            many names for mathematics courses used by school districts,  
            and this variation may result in improper course placement in  
            the transition between schools and districts.


           Parental involvement.  Research has demonstrated that more  
            educated parents are more likely to intervene in mathematics  
            course placement decisions affecting their children.


           Concern in high schools about quality of 8th grade algebra  
            courses.  A 2009 EdSource report notes a concern, expressed by  
            the CDE, that "some students who pass Algebra I in grade 8  
            might be placed in the course again by high schools that  
            criticize the quality of 8th grade courses."  










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           Non-unified districts.  For non-unified school districts, math  
            placement policies may not consistently align between  
            elementary feeder districts and high school districts.


           Lack of sufficient counselors.  Likely contributing to the  
            problem of math misplacement is California's poor  
            counselor-to-student ratio.  In 2010-2011, the state ranked  
            last in the nation, with one counselor for every 1,016  
            students.


          What happens when districts implement a math placement policy  
          based on objective measures?  According to the Silicon Valley  
          Community Foundation, twenty-two school districts are actively  
          working to improve their math placement practices.  One school  
          district, the Jefferson Union High School District worked with  
          its four feeder elementary district to adopt a common math  
          placement protocol.


          Another district, the Sequoia Union High School District,  
          reviewed its math placement practices and found that math  
          misplacement was occurring almost exclusively among students of  
          color coming from a lower income area.  They examined the  
          reasons why teachers were recommending that students who had  
          succeeded in algebra were being placed in algebra again, and  
          found a variety of reasons, from concerns that students didn't  
          pay enough attention in class, to poor homework completion, to a  
          general perception that students weren't ready to face academic  
          challenges.


          Sequoia Union High School District began placing students in  
          math courses based on test scores, and within a year had  
          achieved "accurate placement" aligned to ability between 96% and  
          99% of the time.










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          Math misplacement may begin even earlier than 8th grade.  While  
          there is no statewide data on math placement practices in the  
          transition between elementary and middle school, limited  
          evidence suggests that math misplacement may occur at this  
          juncture as well.  For example, the Fremont Unified School  
          district website states that 6th grade students must take a math  
          placement test, and that "no changes may be made to a student's  
          math course pathway until after 9th grade."  It also states that  
          absent students must take the placement test on the day they  
          return to school or they will "will lose the opportunity to  
          accelerate and will automatically be placed in the  
          non-accelerated course."  The Committee may wish to consider  
          that while the 8th to 9th grade transition is a critical one,  
          math misplacement may occur long before.  This bill, as proposed  
          to be amended (see Recommended Amendments below), includes a  
          permissive statement on the inclusion of the elementary to  
          middle school transition in math placement policies.

          What math placement tests are districts using?  Some school  
          districts use placement tests in 8th grade (and earlier) to  
          determine math placement, but there is no statewide information  
          on what kinds of assessments are being used - whether they are  
          aligned to state content standards, whether they are valid and  
          reliable for placement purposes, or how they are developed.   
          According to their websites, the Los Angeles Unified School  
          District and the San Diego Unified School District, and  
          developed their own math placement examinations for use with  
          their students.  This bill, as proposed to be amended (see  
          Recommended Amendments below), lists placement tests that are  
          aligned to state-adopted content standards as one possible  
          objective measure that districts could use in their placement  
          policies.


          Model math placement policy allows subjective measures to  
          advance students, but not hold them back.  The Lawyers'  
          Committee on Civil Rights has created a model math placement  
          policy which relies on objective measures of achievement.  It  








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          permits subjective measures such as staff recommendations only  
          to advance students, but does not allow them to hold students  
          back.  This policy would allow a school to advance a student in  
          spite of poor test scores if, for example, the  teacher knows  
          that the student is proficient in the content but has poor test  
          taking skills.  


          Two-year Algebra 1 policy.  Current law requires that students  
          complete two years of mathematics in order to graduate from high  
          school, and that one of those courses be Algebra 1.  This is  
          currently interpreted to mean that a student may take Algebra 1  
          over the course of two years and satisfy the two-year  
          mathematics graduation requirement.  Enrollment in 2 year  
          algebra has declined from a peak enrollment of 760,000 in  
          2010-11 to 49,000 students in 2012-13, perhaps reflecting the  
          transition to integrated mathematics.  AB 220 (Holden) of this  
          Session allows students to enroll in a 2 year version of  
          Mathematics 1 (integrated mathematics).  The Committee may wish  
          to consider if students who successfully complete Algebra 1 in  
          8th grade are ever subsequently enrolled in a two-year Algebra  
          course, further degrading their chances of meeting college  
          entrance requirements.


          Transition to Common Core mathematics means changes in rigor and  
          organization of math content.  The transition to the state's new  
          Common Core aligned Mathematics standards means changes in both  
          rigor and organization of mathematics content.  


          The Mathematics Framework describes the new mathematics  
          standards for 8th grade as of "significantly higher rigor" than  
          those forming the basis of Algebra 1 in the past.  In terms of  
          organization of content, the standards provide school districts  
          the option of offering either the traditional sequence of  
          secondary math courses, or an integrated math sequence.   
          Integrated Math consists of a sequence of three courses known as  
          Mathematics 1, Mathematics 2, and Mathematics 3 (with advanced  








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          topics in the fourth year).  The integrated pathway presents  
          secondary mathematics as a connected subject, with each course  
          containing standards from the six conceptual categories of math  
          content.


          A November, 2013 survey published by the Consortium for the  
          Implementation of the Common Core State Standards found that  
          more school districts had chosen an integrated sequence (32%)  
          than continue with the more traditional mathematics sequence  
          (26%), but that over 40% of school districts had not selected a  
          mathematics sequence.


          Recommended amendments. Staff recommends the following  
          amendments:


          1)This bill refers to districts enrolling students in grades 8  
            and 9, but does not specifically state that the policy must  
            address placement in those grades.  Staff recommends that  
            Section 2(a) be amended to add "mathematics placement policy  
             for grade  9  ?"
          2)Staff recommends that the section specifying examples of  
            objective measures which policies could include be amended to  
            read:  "Systematically takes multiple, existing and objective  
            academic measures of pupil performance into consideration. For  
            purposes of this section, 'objective academic measures' means  
            measures, such as statewide mathematics assessments, including  
            interim and summative assessments, authorized by Section  
            60640, placement tests that are aligned to state-adopted  
             content standards in mathematics, classroom assignments and  
            grades, and report cards."  


          3)Staff recommends that the section requiring policies to  
            include a placement checkpoint be amended to read:  "Includes  
            at least one placement review within the first month of the  
            academic year to ensure accurate placement."








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          4)Staff recommends that the first sentence of the paragraph on  
            "disproportionate impact" be amended to read: "Requires  
            examination of aggregate pupil placement data annually to  
            ensure that pupils who are qualified to progress in  
            mathematics courses based on measures of pupil performance  
            selected for inclusion in the policy pursuant to (b)(1) are  
            not held back in a disproportionate manner on the basis of  
            race, ethnicity, gender or socio-economic background." 


          5)Staff recommends deleting a reference to local educational  
            agencies including a math placement report in their Local  
            Control Accountability Plans.


          6)As noted above, inconsistency between elementary and high  
            school districts may cause math misplacement.  To address  
            this, staff recommends and amendment to Section 2, add (b)(5)  
            to read: "For non-unified school districts, address the  
            consistency of placement policies between elementary and high  
            school districts."


          7)Staff recommends addressing earlier math placement in the  
            transition between elementary and middle school in a  
            permissive manner, by adding:  "Local educational agencies  
            may, at their discretion, also address in this policy  
            mathematics placement in the transition between elementary and  
            middle school or junior high school, as applicable."


          8)For clarity in describing charter schools, in Section 2 (d),  
            staff recommends amending this section to read:  direct-funded   
            charter school  as described in Section 47651  .


          9)Staff recommends amending the intent section to be consistent  








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            with the section on "disproportionate impact"





          Related legislation. AB 1012 (Jones-Sawyer) of this Session  
          prohibits students from being placed in courses they have  
          satisfactorily completed, except under specified circumstances.   
          This bill is now pending in the Senate.


          AB 220 (Holden) of this Session allows the course Mathematics 1  
          (integrated mathematics) to satisfy a mathematics graduation  
          requirement.  This bill reflects the option provided by the SBE  
          for LEAs to offer either integrated or traditional mathematics  
          courses aligned to the Common Core State Standards.  This bill  
          is now pending in the Senate.


          SR 60 (Mitchell, 2014) asks local school boards to develop,  
          adopt, and monitor a fair, objective, and transparent  
          mathematics placement policy.


          


          REGISTERED SUPPORT / OPPOSITION:




          Support


          Silicon Valley Community Foundation (sponsor)










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          California State Conference of the NAACP (Co-sponsor)
          Association of California School Administrators


          Bayer Corporation


          California Court Appointed Special Advocates Association


          California School Boards Association


          California State PTA


          Education Trust - West


          Public Advocates


          San Francisco Unified School District


          University of California


          Numerous individuals




          Opposition


          None on file










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          Analysis Prepared by:Tanya Lieberman / ED. / (916)  
          319-2087