BILL ANALYSIS                                                                                                                                                                                                    



                                                                       



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                                 THIRD READING


          Bill No:  AB 45
          Author:   Swanson (D), et al
          Amended:  7/18/07 in Senate
          Vote:     21

           
           SENATE EDUCATION COMMITTEE  :  7-1, 7/11/07
          AYES:  Scott, Alquist, Denham, Padilla, Romero, Simitian,  
            Torlakson
          NOES:  Wyland
          NO VOTE RECORDED:  Maldonado

           SENATE APPROPRIATIONS COMMITTEE  :  10-7, 8/30/07
          AYES:  Torlakson, Cedillo, Corbett, Florez, Kuehl, Oropeza,  
            Ridley-Thomas, Simitian, Steinberg, Yee
          NOES:  Cox, Aanestad, Ashburn, Battin, Dutton, Runner,  
            Wyland

           ASSEMBLY FLOOR  :  47-32, 6/5/07 - See last page for vote


           SUBJECT  :    Oakland Unified School District

           SOURCE  :     Author


           DIGEST  :    This bill establishes a process for the return  
          of areas of operational control of the Oakland Unified  
          School District from the Superintendent of Public  
          Instruction to the districts governing board, triggered by  
          the finding of the Fiscal Crisis Management Assessment  
          Team.

                                                           CONTINUED





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           ANALYSIS  :    In 2003, SB 39 (Perata), Chapter 24, Statutes  
          of 2003, appropriated $100 million from the General Fund to  
          the Superintendent of Public Instruction (SPI) for an  
          emergency loan to the Oakland Unified School District  
          (OUSD) and required the SPI to assume all rights, duties,  
          and powers of the district governing board.  SB 39 also  
          required the SPI to appoint an administrator to act on  
          behalf of the SPI with authority to enter into agreements  
          on behalf of the school district and to change any existing  
          district rules, policies, and practices.  SB 39 provided  
          that the district governing board is not to receive  
          compensation during the period of the SPI authority over  
          the district.  OUSD has received only $65 million of the  
          $100 million authorized by SB 39, although the remaining  
          funds remain available.  The loan is scheduled to be  
          repaid, with interest, over a period of 20 years.

          SB 39 required the Fiscal Crisis Management Assistance Team  
          (FCMAT) to prepare an improvement and recover plan for the  
          school district and report on the implementation of the  
          plan.  FCMAT issued the Fourth Progress Report on the plan  
          in September 2006, reporting that the district had met all  
          standards in the operational area of "Community Relations  
          and Governance" with an average score of seven on a 10  
          point scale.  Based on this finding, FCMAT concluded that  
          the operation area was appropriate to return to the control  
          of the OUSD governing board.  The state administrator  
          formally returned that power to OUSD on July 9, 2007.

          SB 39 provided for the SPI to retain authority over the  
          district until all of the following conditions are met:

          1.Two years have elapsed following the appointment of the  
            administrator.

          2.FCMAT completes the improvement plan.

          3.FCMAT, consulting with the administrator, determines that  
            for at least the immediately previous six months the  
            school district made substantial and sustained progress  
            in implementation of the plans in the major functional  
            area.

          4.The administrator certifies that all necessary collective  







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            bargaining agreements have been negotiated and ratified,  
            consistent with the improvement plan.

          5.The district completes all reports required by the SPI  
            and administrator.

          6.The SPI concurs with the assessment of the administrator  
            and FCMAT that future compliance by the OUSD with the  
            improvement plan and the multiyear financial recovery  
            plan.

          This bill:

          1.Requires the FCMAT to prepare and submit annual progress  
            reports on the OUSD.  Reports are to be submitted to the  
            Legislature, the SPI and the district's governing board  
            every March 1 until authority for all operational areas  
            of the district has been returned to the OUSD governing  
            board.

          2.Defines "operational areas" as:

             A.    Community relations and governance.

             B.    Pupil achievement.

             C.    Personal management.

             D.    Facilities management.

             E.    Fiscal control.

          3.Requires the governing board and the state administrator  
            of OUSD, by April 1 every year, execute a memorandum of  
            understanding (MOU) on the details of returning  
            authority, and the resulting division of  
            responsibilities, for any of the operational areas  
            recommended for return to the school district in the most  
            recent FCMAT progress report.

          4.Provides that if the governing board and the state  
            administrator fail to reach an agreement by April 1, the  
            SPI must create a "statement" in lieu of the MOU to  
            return authority for the operational area and share the  







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            statement with the governing board.

          5.Provides that the SPI's statement is final unless the  
            governing board, by June 1, presents just cause to an  
            administrative law judge of the Office of Administrative  
            Hearings that the statement should be modified.

          6.provides that the SPI must return authority for an  
            operational area recommended for return by FCMAT by July  
            1.

          7.Prohibits the SPI from returning authority over fiscal  
            control back to the local board until the SPI positively  
            concludes that the district is a "going concern" and no  
            longer poses a risk of reverting to policies and behavior  
            that would require the state to provide an emergency  
            loan.

          8.Requires that the state administrator retain authority,  
            or be restored to authority, by July 1, over any  
            operational area that FCMAT recommends be within the  
            authority of the state administrator.

          9.Provides that the members of the OUSD governing board are  
            entitled to receive full compensation for services, once  
            authority for one or more operational areas is returned  
            to the governing board.

           Comments

           Under current law, power can only be restored to a district  
          governing board when the SPI concurs with a positive  
          assessment from FCMAT's progress report that the district  
          has made significant and sustainable progress in a given  
          area as measured against agreed upon benchmarks.  This bill  
          will effectively remove the need for the SPI's concurrence  
          except in the area of fiscal control.

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

                          Fiscal Impact (in thousands)

           Major Provisions             2007-08             2008-09          







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              2009-10            Fund

           FCMAT Report                $150                $150         
                  $150           General*

          OAL contracting              Unknown, likely several  
          thousands            General

          *Counts toward meeting the Proposition 98 minimum funding  
          guarantee

           SUPPORT  :   (Verified  8/30/07)

          American Federation of State, County and Municipal  
          Employees
          Board member Alice Spearman, Oakland Board of Education
          Board member Christopher Dobbins, Oakland Unified School  
          District
          Board member Gay Plair Cobb, Alameda County Board of  
          Education
          Board member Greg Hodge, Oakland Board of Education
          Board member Kerry Hamill, Oakland Board of Education
          Board member Noel Gallo, Oakland Board of Education
          California ACORN
          California Labor Federation, AFL-CIO
          California School Boards Association
          California Teachers Association
          Central Labor Council of Alameda County
          Councilmember Jean Quan, City of Oakland
          Councilmember Larry Reid, City of Oakland
          Councilmember Nancy Nadel, City of Oakland
          Councilmember Patricia Kernighan, City of Oakland
          Crocker Highlands Elementary School Parent Teacher  
          Association
          Mayor Ronald V. Dellums, City of Oakland
          Metropolitan Greater Oakland Democratic club
          Oakland Education Association
          President David Kakishiba, Oakland Board of Education
          Representative Barbara Lee, Member of Congress
          Supervisor Alice Lai-Bitker, Alameda County
          Supervisor Keith Carson, Alameda County
          Supervisor Nate Miley, Alameda County
          Trustee Linda Handy, Peralta Community College District
          Vice Mayor Henry Chang, City of Oakland







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          Wellstone Democratic Renewal Club

           OPPOSITION  :    (Verified  8/30/07)

          Department of Finance
          Superintendent of Public Instruction
          Ed Voice


           ASSEMBLY FLOOR  : 
          AYES:  Arambula, Bass, Beall, Berg, Brownley, Caballero,  
            Charles Calderon, Carter, Coto, Davis, De La Torre, De  
            Leon, DeSaulnier, Dymally, Eng, Evans, Feuer, Fuentes,  
            Galgiani, Hancock, Hayashi, Hernandez, Huffman, Jones,  
            Karnette, Krekorian, Laird, Leno, Levine, Lieber, Lieu,  
            Ma, Mendoza, Mullin, Nava, Parra, Portantino, Price,  
            Richardson, Ruskin, Salas, Saldana, Solorio, Swanson,  
            Torrico, Wolk, Nunez
          NOES:  Adams, Aghazarian, Anderson, Benoit, Berryhill,  
            Blakeslee, Cook, DeVore, Duvall, Emmerson, Fuller,  
            Gaines, Garcia, Garrick, Horton, Houston, Huff, Jeffries,  
            Keene, La Malfa, Maze, Nakanishi, Niello, Plescia, Sharon  
            Runner, Silva, Smyth, Spitzer, Strickland, Tran,  
            Villines, Walters
          NO VOTE RECORDED:  Soto


          NC:cm  8/31/07   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

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