BILL ANALYSIS                                                                                                                                                                                                    





                                                                  AB 261

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          GOVERNOR'S VETO
          AB 261 (Salas)
          As Amended  July 14, 2009
          2/3 vote

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          |ASSEMBLY:  |76-0 |(April 20,      |SENATE: |36-0 |(July 16,      |
          |           |     |2009)           |        |     |2009)          |
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          |ASSEMBLY:  |77-0 |(August 17,     |        |     |               |
          |           |     |2009)           |        |     |               |
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           Original Committee Reference:   ED.  

           SUMMARY  :  Amends the California Education Code to conform with  
          the federal Family Education Rights and Privacy Act (FERPA)  
          requirements relating to the confidentiality of pupil records.   
          Specifically,  this bill  : 

          1)Changes the exceptions to the prohibition on a school district  
            providing access to pupil record information to the extent  
            this is in accordance with federal statute and regulation, and  
            provides an exception for state and local officials to whom  
            information may be reported or disclosed pursuant to state  
            law.

          2)Clarifies exceptions to this prohibition with respect to  
            agents of the juvenile justice system for the purposes of  
            truancy mediation, juvenile adjudication, and reviewing  
            compliance with compulsory education requirements.

          3)Restricts the authority of a school district to release pupil  
            record information to a county elections official for the  
            purpose of identifying eligible voters to only those pupils  
            who have not opted out (or not been opted out by a parent) of  
            this activity.











                                                                  AB 261

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          4)Limits the authority of a school district to release pupil  
            record information within the educational agency to only those  
            individuals who have a legitimate educational interest as  
            defined by federal law.

          5)Authorizes a school district or county office of education to  
            participate in an interagency data system maintained by a  
            non-educational, governmental agency and accessible to  
            authorized school officials, as long as specified conditions,  
            including non-disclosure of information, are met.

          6)Limits the release of pupil record information to a designated  
            peace officer or law enforcement agency to those situations  
            where prior written parental permission has been obtained,  
            where the health and safety of the pupil is at immediate risk,  
            or where a lawfully issued subpoena or court order has been  
            obtained.

           The Senate amendments  :

          1)Clarify that the prohibition on a local education agency  
            (LEA), disclosing information into an interagency data system,  
            apply to "personally identifiable pupil information from  
            educational records", and apply only to the extent that such  
            disclosure is not permitted by FERPA or its associated  
            regulations.
          2)Limit the directory information that a school district may  
            release from pupil records to a county elections official to  
            pupil name, address, phone number, e-mail address and date of  
            birth.

           EXISTING LAW  prohibits a school district from providing or  
          permitting access to pupil record information without written  
          parental consent or a lawfully issued judicial order, except as  
          specifically provided.

           AS PASSED BY THE ASSEMBLY,  this bill was substantially similar  
          to the version passed by the Senate.

           FISCAL EFFECT  :  This bill is keyed non-fiscal.











                                                                  AB 261

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           COMMENTS  :  Under a previous (1997) authorization of the  
          Individuals with Disabilities Education Act (IDEA), states were  
          required to prove compliance through submission of a copy of  
          state policies and procedures to the Office of Special Education  
          Programs in the United States Department of Education (USDOE).   
          As a result of reviewing these materials, the federal Family  
          Policy Compliance Office in 2003, issued instructions to the  
          California Department of Education (CDE) addressing areas of  
          FERPA where California statute fell short of compliance.  Under  
          the current reauthorization (2004) of IDEA, states are required  
          to provide assurances to USDOE as to compliance with all  
          relevant federal requirements.

          Since no changes have been enacted to bring state statute into  
          full compliance with FERPA, USDOE has annually warned the CDE  
          that these previous outstanding issues must be resolved and that  
          this resolution is a condition of continued federal funding;  
          USDOE has also issued a Conditional Grant Award Letter to the  
          CDE when making the annual award of funds to California under  
          IDEA.  The author and the Superintendent of Public Instruction,  
          the sponsor of this bill, have expressed concern that this  
          status jeopardizes the continuation of California's special  
          education funding, currently in excess of $1.13 billion  
          annually.  This bill proposes to bring state Education Code into  
          conformity with FERPA, and thus eliminate the conditions that  
          USDOE has placed on the state's IDEA Grant.

          It should also be noted that a significant IDEA funding  
          augmentation is included in the American Recovery and  
          Reinvestment Act (ARRA) recently passed into law.  According to  
          the CDE, this funding, currently estimated to be approximately  
          $1.3 billion for California local education agencies, would not  
          be subject to any action that USDOE might take if the conditions  
          placed on the state's IDEA Grant are not met.  For example,  
          USDOE, if it were to sanction California for non-conformance  
          with FERPA by reducing or eliminating the state's IDEA grant,  
          would not extend any such sanction to the augmented IDEA funds  
          provided in the ARRA.

          The author carried a substantially similar bill in 2008; the  
          Governor vetoed that bill.  The Department of Finance (DOF) in  










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          its analysis of last year's bill raised concerns that were in  
          turn stated by the Governor in his veto message, "While the  
          stated intent of this bill is purported to conform state special  
          education law to changes to the federal Individuals with  
          Disabilities Education Act, its provisions appear to expand  
          beyond federal requirement, and therefore could expose the State  
          to significant reimbursable state mandate costs."  The current  
          bill, as was also the case with the author's 2008 bill, is  
          determined by the Legislative Counsel Bureau to be non-fiscal  
          and to not constitute a state-mandated local program.  It should  
          be noted that mandates imposed on local governmental entities  
          are not reimbursable under the California Constitution if those  
          mandates are derived from federal requirements.  In addition,  
          the Assembly Judiciary Committee stated in its analysis of this  
          bill that, "While the DOF analysis usefully elaborates on the  
          Governor's terse veto message, the arguments do not appear  
          persuasive enough to overturn the sound judgment of the  
          Legislative Counsel.  It is not clear that AB 261 imposes any  
          new mandates on local school districts, as the DOF analysis  
          claims.  Any new costs imposed on other entities appear to be  
          required by federal law, and are therefore not reimbursable." 
           
          GOVERNOR'S VETO MESSAGE  :

          "While the stated intent of this bill is purported to conform  
          state special education law to changes to the federal  
          Individuals with Disabilities Education Act, its provisions  
          appear to expand beyond federal requirements, and therefore  
          could expose the State to significant reimbursable state mandate  
          costs."


           Analysis Prepared by  :    Gerald Shelton / ED. / (916) 319-2087 


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