BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 1950
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          Date of Hearing:   April 21, 2010

                           ASSEMBLY COMMITTEE ON EDUCATION
                                Julia Brownley, Chair
                   AB 1950 (Brownley) - As Amended:  April 5, 2010
           
          SUBJECT  :  Charter school accountability.

           SUMMARY  :  Establishes academic and fiscal accountability  
          standards related to charter schools.  Specifically,  this bill  :   


          1)Requires the Controller to propose and the Education Audits  
            Appeal Panel to adopt a charter school supplement to the audit  
            guide in consultation with the California Charter Schools  
            Association; requires charter schools to complete annual  
            audits consistent with the audit guide; requires the  
            Controller to annually publish a directory of public  
            accountants that are qualified to conduct audits of charter  
            schools; and, requires the regular rotation of public  
            accounting firms used to complete these audits consistent with  
            the federal Sarbanes-Oxley Act of 2002.

          2)Prohibits a charter school from being operated as or by a  
            for-profit corporation.

          3)Allows a charter school authorizer to consider during the  
            authorization of a new charter school, whether the charter  
            school petitioner has operated another charter school and any  
            of the following have occurred: the charter has demonstrated  
            academic achievement equivalent to a persistently  
            lowest-achieving school; the charter school has not been  
            renewed; or, the school has had its charter revoked, as  
            specified.

          4)Requires a chartering authority to consider, as one factor in  
            determining whether to grant a renewal, the degree to which a  
            charter school serves student populations that are similar to  
            local district student populations, especially related to  
            high-need students, including, but not limited to, students  
            with disabilities, students living in poverty and English  
            learners.

          5)Changes the charter school renewal process to include the  
            following academic achievement requirements: a requirement  








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            that charter schools achieve academic growth targets for each  
            student subgroup prior to renewal; a requirement that charter  
            schools in program improvement (PI) not be renewed for more  
            than three years; a requirement that charter schools in PI  
            year five not be renewed if the school has not exited PI and  
            did not meet adequate yearly progress (AYP) in the year prior  
            to renewal. 

          6)Allows a charter school authorizer to renew a charter school  
            for between one and five years.

          7)Deletes the authorization for a chartering authority to renew  
            a charter petition if the academic performance is equal to the  
            academic performance of the public schools that the charter  
            school students would otherwise have been required to attend.

          8)Makes Legislative findings and declarations regarding the  
            importance of establishing academic performance targets and  
            sound fiscal management practices in charter schools.


           EXISTING LAW : 

          1)Establishes the Charter Schools Act of 1992 which authorizes a  
            school district, a county board of education or the state  
            board of education (SBE) to approve or deny a petition for a  
            charter school to operate independently from the existing  
            school district structure as a method of accomplishing, among  
            other things, improved student learning, increased learning  
            opportunities for all students, with special emphasis on  
            expanded learning experiences for students who are identified  
            as academically low achieving, holding charter schools  
            accountable for meeting measurable student outcomes, and  
            providing the schools with a method to change from rule-based  
            to performance-based accountability systems.

          2)Establishes a process for the submission of a petition for the  
            establishment of a charter school.  Authorizes a petition,  
            identifying a single charter school to operate within the  
            geographical boundaries of the school district, to be  
            submitted to the school district.  Authorizes, if the  
            governing board of a school district denies a petition for the  
            establishment of a charter school, the petitioner to elect to  
            submit the petition to the county board of education.   
            Authorizes, if the county board of education denies the  








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            charter, the petitioner to submit the petition to the SBE.   
            Authorizes a school that serves a countywide service to submit  
            the charter petition directly to the county office of  
            education.  Authorizes a school that serves a statewide  
            purpose to go directly to the SBE.

          3)Authorizes a charter school to be granted for not more than  
            five years, and to be granted one or more renewals for five  
            years.  Requires the renewals and material revisions of the  
            charter to be based upon the same standards as the original  
            charter petition.

          4)Requires a charter school to transmit a copy of its annual,  
            independent financial audit report for the preceding fiscal  
            year, to its chartering entity, the Controller, the county  
            superintendent of schools of the county in which the charter  
            school is sited, unless the county board of education of the  
            county in which the charter school is sited is the chartering  
            entity, and the department by December 15 of each year. 

          5)Requires, commencing on January 1, 2005, or after a charter  
            school has been in operation for four years, whichever date  
            occurs later, a charter school shall meet at least one of the  
            following criteria prior to receiving a charter renewal:
             a)   Attained its Academic Performance Index (API) growth  
               target in the prior year or in two of the last three years,  
               or in the aggregate for the prior three years.
             b)   Ranked in deciles 4 to 10, inclusive, on the API in the  
               prior year or in two of the last three years.
             c)   Ranked in deciles 4 to 10, inclusive, on the API for a  
               demographically comparable school in the prior year or in  
               two of the last three years.
             d)   The entity that granted the charter determines that the  
               academic performance of the charter school is at least  
               equal to the academic performance of the public schools  
               that the charter school pupils would otherwise have been  
               required to attend, as well as the academic performance of  
               the schools in the school district in which the charter  
               school is located, taking into account the composition of  
               the pupil population that is served at the charter school.
             e)   Has qualified for an alternative accountability system  
               pursuant to subdivision (h) of Section 52052

           FISCAL EFFECT  :   Unknown









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           COMMENTS :   According to the California Department of Education  
          (CDE), the 2008-09 count of operating charter schools is 746  
          with student enrollment of more than 285,000 in this state.   
          This includes four charter schools approved under the provisions  
          of the statewide benefit charter law and eight other  
          SBE-approved charters.  Some charter schools are new, while  
          others are conversions from existing public schools.  Charter  
          schools are part of the state's public education system and are  
          funded by public dollars.  A charter school is usually created  
          or organized by a group of teachers, parents and community  
          leaders, a community-based organization, or an education  
          management organization.  Charter schools are authorized by  
          school district boards, county boards of education or the state  
          board of education.  A charter school is generally exempt from  
          most laws governing school districts, except where specifically  
          noted in the law.  Specific goals and operating procedures for  
          the charter school are detailed in an agreement (or "charter")  
          between the sponsoring board and charter organizers.

          The measure ensures successful conditions for high performing  
          charter schools by specifying how charter authorizers shall  
          monitor and hold charter schools accountable, especially with  
          regard to student achievement by: 
          1)Allowing a charter authorizer to consider track record, if  
            any, a charter school petitioner has made at other charter  
            schools they operate as part of the authorization process of  
            new charter schools.
          2)Prohibiting renewal of a charter if the school is eligible for  
            state intervention or if the charter school is in federal PI  
            year five.
          3)Prohibiting renewal of a charter for more than three years if  
            the school is in federal PI.
          4)Deleting the authorization for charter schools to be renewed  
            if the academic performance is equal to the academic  
            performance of the public schools that the charter school  
            students would otherwise have been required to attend.
          5)Requiring charter school audits to be conducted by the same  
            quality auditors as for audits of other schools.
          6)The measure encourages charter schools to serve student  
            populations that are similar to local district student  
            populations, especially relative to high-need students, by  
            requiring a charter authorizer to consider the degree to which  
            a charter school serves these student populations in the  
            charter renewal process.
          7)Allowing charter authorizers to renew a charter school for  








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            between one and five years.
          8)Prohibiting charter schools from being operated by for-profit  
            corporations.

           Charter Schools Serving High Need Students  .  This bill requires  
          charter authorizers to consider, as one aspect of a charter  
          renewal petition, the extent to which the school serves similar  
          student populations as the local district, especially students  
          with disabilities, students living in poverty and English  
          learners.  This requirement is consistent with the original  
          Legislative intent to establish charter schools to, among other  
          things, increase learning opportunities for all students, with  
          special emphasis on expanded learning experiences for students  
          who are identified as academically low achieving.  The 2009  
          EdSource report on charter schools found that charter high  
          schools enroll 13% fewer students who are either English  
          learners or redesignated as fluent English proficient (RFEP)  
          students compared to noncharter schools; charter middle schools  
          enroll English learner and RFEP students at a 7% lower rate than  
          noncharter schools; and charter elementary schools enroll 11%  
          fewer English learner and RFEP students compared with noncharter  
          schools.  Similarly, the EdSource report found that charter  
          schools serve lower proportions of students with disabilities  
          compared to noncharter schools at all grade levels.  The study  
          also found that charter schools serve fewer students that  
          participate in the Free and Reduced-Price Meal Program in both  
          elementary and middle school compared to noncharter schools, but  
          slightly more students in highschool compared to noncharter  
          schools.  
 ------------------------------------------------------------------ 
 ------------------------------------------------------------------ 
 ------------------------------------------------------------------           (Source: Charter Schools in California: 2009 Update on Issues  
          and Performance, EdSource)

          A November 2009 report by The Civil Rights Project makes policy  
          recommendations with regard to segregation in charter schools.   
          They recommend that charter schools could "use many of the same  
          provisions that helped magnet schools use choice to increase  
          diversity.  These include providing full and extensive  
          information, outreach to all racial/ethnic, socioeconomic and  
          linguistic groups, no admissions/attendance/parent involvement  
          requirements, and free transportation."  They also recommend  
          that "tracking and publicly reporting basic information about  
          students should be a requirement for any school that receives  
          public funding.  Charter schools should be evaluated to ensure  








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          that they are enrolling, retaining, and graduating proportional  
          shares of students by race/ethnicity, ELL status, socioeconomic  
          status, and students with disabilities as their surrounding  
          districts.  Schools could also be required to report the number  
          of students in different subgroups who apply to the charter  
          school compared to those who actually enroll, among schools that  
          are over-subscribed.  OCR could and should do this.  The federal  
          government should also reinstate its former practice of  
          providing annual reports on the state of charter schools."

          The committee should consider, with this data in mind, whether  
          chartering authorities should consider, as one factor in  
          determining whether to grant a renewal, the degree to which a  
          charter school serves student populations that are similar to  
          local district student populations, especially related to  
          high-need students, including, but not limited to, students with  
          disabilities, students living in poverty and English learners.

           Academic Accountability  .  In creating charter schools, the  
          Legislature declared that the intent of charter schools was to  
          provide opportunities for teachers, parents, students and  
          community members to establish and maintain schools that operate  
          independently from the existing school district structure, as a  
          method to, among other things:
          1)Improve student learning.
          2)Increase learning opportunities for all students, with special  
            emphasis on expanded learning experiences for students who are  
            identified as academically low achieving.
          3)Hold the schools established under this part accountable for  
            meeting measurable student outcomes, and provide the schools  
            with a method to change from rule-based to performance-based  
            accountability systems.
          4)Provide vigorous competition within the public school system  
            to stimulate continual improvements in all public schools.

          With Legislative intent in mind, AB 1950 establishes academic  
          accountability standards that will ensure that charter schools  
          are providing opportunities for improved student learning.  If  
          charter schools are not demonstrating improved student learning,  
          AB 1950 will establish a system to close those low-performing  
          charter schools.  This bill will prohibit renewal of a charter  
          if the school is eligible for state intervention or if the  
          charter school is in federal PI year five and prohibit renewal  
          of a charter for more than three years if the school is in  
          federal PI.  This bill will allow a charter authorizer to  








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          consider track record, if any, a charter school petitioner has  
          made at other charter schools they operate as part of the  
          authorization process of new charter schools.  The bill will  
          further delete the authorization for charter schools to be  
          renewed if the academic performance is equal to the academic  
          performance of the public schools that the charter school  
          students would otherwise have been required to attend.  These  
          conditions for renewal will ensure that high quality charter  
          schools will continue to thrive and low achieving charter  
          schools will close.

          The June 2009 Center for Research on Education Outcomes (CREDO)  
          report, "reveals that a decent fraction of charter schools, 17  
          percent, provide superior education opportunities for their  
          students.  Nearly half of the charter schools nationwide have  
          results that are no different from the local public school  
          options and over a third, 37 percent, deliver learning results  
          that are significantly worse than their student would have  
          realized had they remained in traditional public schools.  These  
          findings underlie the parallel findings of significant  
          statebystate differences in charter school performance and in  
          the national aggregate performance of charter schools.  The  
          policy challenge is how to deal constructively with varying  
          levels of performance today and into the future."

           Fiscal Accountability  .  This bill requires charter schools to  
          complete annual independent audits using a charter school  
          supplement to the audit guide and requires the same high quality  
          auditors to complete charter school audits that complete school  
          district audits.  Existing law requires charter schools to have  
          annual audits, but does not provide a charter school supplement  
          to the audit guide and does not require charter schools to hire  
          qualified auditors approved by the Controller.  Further the bill  
          prohibits charter schools from being operated by for-profit  
          corporations.  These requirements will ensure that state  
          taxpayer dollars spent in charter schools to educate public  
          school children are accurately accounted for and utilized to  
          support student instruction.  

           For-Profit Corporations  .  This bill would prohibit charter  
          schools from being operated by for-profit corporations.  To  
          avoid the misuse of public funds, for-profit corporations must  
          be prohibited from operating charter schools.  Because charter  
          schools are fully funded with state taxpayer dollars, it is  
          inappropriate for a for-profit corporation to make a profit off  








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          of state funded public schools.  

           Renewal Timeline  .  This bill allows a charter authorizer to  
          grant a charter renewal for between one and five years.   
          Existing law requires that charter renewals be granted for five  
          years.  By giving authorizers more flexibility to grant renewals  
          for between one and five years, authorizers will be able to more  
          closely monitor charter schools that are struggling.  For  
          example, if a charter authorizer has reservations about renewing  
          a charter school for fiscal mismanagement, the authorizer would  
          have the flexibility to renew the charter school for a shorter  
          period of time enabling the authorizer to examine the schools  
          fiscal stability earlier than the current five year renewal  
          model.  According to the Los Angeles County Office of Education,  
          permitting initial charter renewals for less than five years  
          would increase the likelihood of renewals by original  
          authorizers and appeal bodies.  Requiring a five year renewal  
          may not be prudent when there is question as to the soundness of  
          a charter school's fiscal, educational, or management/governance  
          status.  A shorter renewal length allows the charter to continue  
          while the authorizer monitors.  This is particularly pertinent  
          when the term of the original charter was less than five years.   
           

           Committee Amendments  :  As a result of technical assistance from  
          the California State Controller's office, staff recommends  
          making technical amendments related to the charter school  
          supplement to the audit guide, the manner in which charter  
          audits shall employ governing auditing standards, and the  
          qualifications for charter school auditors.

           Related legislation  :  AB 1982 (Ammiano) from 2010, pending in  
          the Assembly Education Committee, establishes a state-wide cap  
          of 1450, on the number of charter schools that can operate;  
          requires the Legislative Analyst's Office (LAO) to make  
          recommendations regarding the cap by July 1, 2015; prohibits  
          charter school personnel with hiring authority from employing  
          relatives; and, authorizes school districts to approve a charter  
          school only if the petition meets specific criteria.  

          AB 1991 (Arambula) from 2010, pending in the Assembly Education  
          Committee, requires charter school petitions to be granted for 5  
          years; authorizes charter school renewals to be granted for 5 to  
          10 years; establishes an alternative renewal process for charter  
          schools identified as persistently lowest achieving and schools  








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          that do not meet specified academic criteria; authorizes the  
          Superintendent of Public Instruction (SPI) to establish  
          alternative academic accountability standards for charter  
          schools; and, combines the renewal appeals process with the  
          revocation appeals process.  

          AB 2320 (Swanson) from 2010, pending in the Assembly Education  
          Committee, requires charter school petitions to describe the  
          different and innovative teaching methods the school will use,  
          how the school will provide vigorous competition and stimulate  
          continual improvements within the public school system, and the  
          means by which the school will achieve a balance of pupils who  
          live in poverty, are English learners or are individuals with  
          exceptional needs; limits the role of county boards of education  
          (CBE) in the appeal process, deletes the authorization for a  
          charter school to present a petition directly to a CBE, for a  
          district to convert its schools to charter schools, and for the  
          state board of education (SBE) to approve charter school  
          petitions on appeal; and, limits state wide benefit charter  
          schools to those that partner with specific entities.  

          AB 572 (Brownley) from 2009, pending on the Senate Floor,  
          requires charter schools to comply with the same conflict of  
          interest requirements as school districts.  

           Previous legislation  : AB 8 X5 (Brownley) from 2009 proposed  
          comprehensive changes to the Education Code consistent with the  
          federal Race to the Top (RTTT) program; this bill addressed the  
          four RTTT policy reform areas of standards and assessments, data  
          systems to support instruction, great teachers and leaders and  
          turning around the lowest-achieving schools.  Deleted the  
          statewide charter school cap; proposed enhanced charter school  
          fiscal and academic accountability standards.  This bill was  
          held in the Senate Education Committee at the request of the  
          author. 

          AB 3 X5 (Torlakson) from 2009 deleted the statewide charter  
          school cap and proposed changes to the measurable student  
          outcomes, renewal and revocation procedures for charter schools.  
           This bill was introduced but was not referred to a committee.

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           








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          California Federation of Teachers 
          California School Employees Association

           Opposition 
           
          California Charter Schools Association
          School for Integrated Academics and Technologies
          An individual
           
          Analysis Prepared by  :    Chelsea Kelley / ED. / (916) 319-2087