BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 1988
                                                                  Page  1


          ASSEMBLY THIRD READING
          AB 1988 (Hagman)
          As Amended  May 28, 2010
          2/3 vote.  Urgency 

           EDUCATION           9-0         APPROPRIATIONS      17-0        
           
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          |Ayes:|Brownley, Gaines,         |Ayes:|Fuentes, Conway, Ammiano, |
          |     |Ammiano, Arambula,        |     |Bradford, Charles         |
          |     |Carter, Eng, Miller,      |     |Calderon, Coto, Davis,    |
          |     |Norby, Torlakson          |     |Monning, Ruskin, Harkey,  |
          |     |                          |     |Miller, Nielsen, Norby,   |
          |     |                          |     |Skinner, Solorio,         |
          |     |                          |     |Torlakson, Torrico        |
          |-----+--------------------------+-----+--------------------------|
          |     |                          |     |                          |
           ----------------------------------------------------------------- 
           SUMMARY  :  Creates an urgency statute that deems Chino Valley  
          Unified School District (CVUSD) to have complied with the  
          requirements for Longer Year Incentive Funding for the 2008-09  
          school year, if the school district:

          1)Operates grades 4 through 6 in the Dickson Elementary School  
            and the Rolling Ridge Elementary School for 10 additional  
            schooldays in two consecutive school years (either 2009-10 and  
            2010-11, or 2010-11 and 2011-12), where each school day  
            contains at least 240 instructional minutes for each grade  
            level.

          2)Reaches an agreement on employee compensation for the  
            additional days of operation with each local bargaining unit  
            representing certificated or classified district employees.  

          3)Maintains, for each of the additional days of operation and  
            each school being operated, attendance equal to at least 75%  
            of the 2008-09 total enrollment reported to the Department of  
            Education for grades 4 through 6 at that school.

          4)Provides a quality educational program during each of the  
            additional days of operation, including standards-aligned  
            instruction by highly qualified teachers, class sizes that are  
            approximately the same as those during the 2008-09 school year  
            and support services that are equivalent to those provided  








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            during the 2008-09 school year.

           EXISTING LAW  :

          1)Establishes a minimum school year of 175 days to be offered  
            within a single school year running from July 1 through June  
            30, inclusive, and provides financial incentives under the  
            Longer Year Incentive program to school districts that offer  
            their students 180 days or more of instruction during a school  
            year

          2)Imposes penalties for noncompliance with the Longer Year  
            program equal to an offset of the district's revenue limit  
            apportionment based on average daily attendance (ADA) for each  
            affected grade level; the penalty equals 0.0056 (i.e., 1/180)  
            multiplied by that apportionment for each day less than 180  
            offered by the district.

          3)Establishes the minimum school day for grades four through  
            eight to be 240 minutes.

           FISCAL EFFECT  :   According to the Assembly Appropriations  
          Committee, there is a potential loss of Proposition 98 General  
          Fund savings to the state of approximately $7.6 million, if  
          fiscal penalties associated with Longer Year Incentive Funding  
          are waived for CVUSD.

           COMMENTS  :  The Longer Day / Longer Year Incentive program,  
          enacted in 1983 as part of SB 813 (Hart), Chapter 498, Statutes  
          of 1983, provides financial incentives to school districts that  
          offer a certain minimum number of instructional minutes over the  
          course of a school year - this is the Longer Day Incentive  
          program.  The penalty for reducing the instructional time  
          offered below the minimum minutes specified is equal to the  
          district's apportionment for ADA for each affected grade level  
          multiplied by the percentage of the minimum offered minutes at  
          that grade level that the district failed to offer."  The state  
          also provides separate financial incentives under the Longer  
          Year Incentive program to school districts that commit to offer  
          180 days or more of instruction per school year.  The penalty  
          for offering fewer than the required 180 days is equal to 0.0056  
          (i.e., 1/180) multiplied by the district's apportionment for ADA  
          for each affected grade level for each day less than 180 offered  
          by the district.








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          There is clear legislative intent that when a school district  
          accepts incentive funding for both Longer Day and Longer Year,  
          the district must comply with both programs; thus a school  
          district cannot demonstrate compliance with one program by  
          demonstrating compliance with the other.  The instructional  
          minutes provided by a district beyond the minimum requirements  
          for Longer Day can not be used to satisfy the requirements for  
          Longer Year.  In addition, penalties for non-compliance are  
          important in that they provide strong disincentives against  
          districts that might take the Longer Day / Longer Year incentive  
          funding, but fail to meet the program requirements.

          In an internal review of the 2008-09 school year, CVUSD fell  
          short of the minimum day requirement in grades 4 through 6 at  
          two school sites; those schools offered between 170 and 175  
          instructional minutes on 34 separate days, thereby failing to  
          meet the minimum day requirement of 240 minutes and the 180  
          minute minimum day allowed as a statutory alternative.  Though  
          the district met the instructional minutes requirement, they  
          failed to provide at least 180 (minimum) days as required for  
          Longer Year funding.  This failure has resulted in an audit  
          finding reported in the district's 2008-09 annual audit report,  
          which was certified by the State Controller on March 11, 2010.   
          For this infraction, CVUSD will be assessed a penalty in an  
          amount equal to 0.0056 (i.e., 1/180) times the revenue limit  
          apportionment provided for each of the three affected grade  
          levels for each of the 34 days not offered by the district; that  
          penalty is $7.6 million.  CVUSD had an annual budget in 2008-09  
          of $257 million.  The district also had material audit findings  
          in its previous two annual audits amounting to approximately  
          $2.27 million, including a $2.2 million finding associated with  
          the Instructional Materials program.

          The district has and/or had a number of options that could be,  
          or could have been, followed in lieu of seeking legislative  
          relief, however, the district appears to have been unable or  
          unwilling to move forward with a plan to resolve this  
          instructional time shortfall.

          1)The district could have, but did not, made up the days by  
            providing additional days of instruction that meet the minimum  
            day requirements.  The Education Code specifies that, "It is  
            the intent of the Legislature that school districts ? make  








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            every effort to make up any instructional days and minutes  
            during the school year in which the loss occurred?."  

          2)The district could have, but did not, apply to the State Board  
            of Education (SBE) to seek a waiver of the instructional time  
            penalty in exchange for making up the number of days it was  
            short in each of the following two school years (this double  
            penalty is a statutory requirement placed on the SBE's waiver  
            authority).

          3)The district now has its certified annual audit with the  
            instructional time audit finding, and is authorized to file an  
            appeal of that finding with the Education Audits Appeal Panel  
            (EAAP).  The district filed such an appeal with the EAAP on  
            May 12, 2010.  Though the EAAP decides each case before it on  
            the merits of the individual case, appeals in earlier cases  
            that appear to be substantially similar to CVUSD's case have  
            been denied by the panel. 

          4)The district could pay the full instructional time penalty,  
            estimated to be $7.6 million.

          If the district had been willing to move in a timely fashion in  
          2009, even in the absence of waiver or legislative action, it  
          could have substantially reduced the impact of this audit  
          finding.  At this point in time CVUSD has only three remaining  
          alternatives for resolving this issue:  1) file and win the  
          appeal of the audit finding that has been filed with the EAAP,  
          2) pay the $7.6 million penalty, or 3) acquire legislative  
          relief.  Rather than relying on other options that have been  
          available to fully or partially resolve its instructional time  
          shortage, the district has asked for legislative relief.  The  
          author previously introduced AB 35 X3 to provide this relief; AB  
          35 X3 was held under submission in the Senate Appropriations  
          Committee in 2009.

          This bill raises two concerns.  First, any approach that reduces  
          the number of required make-up days for the district acts to  
          undercut the disincentives that are established by the penalties  
          and requirements in existing law.  Second, though this bill is  
          specific to a single school district, it may be viewed as a  
          precedent and thus open the door to any number of similar future  
          requests.  It should also be noted that, consistent with budget  
          flexibility provisions approved by the Legislature, the  








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          district's governing board has approved a policy that would  
          allow the board to reduce the number of instructional days below  
          the 180 day requirement in each school year through 2012-13,  
          subject to approval in the collective bargaining process.  Thus  
          the 10 additional instructional days that would be provided in a  
          school year under this bill would mean that pupils would be  
          attending for only 185 days in each of two school years, rather  
          than for 190 days.

          This bill has a conceptual attraction in that operating two  
          school sites for the full 34 days, rather than for the same  
          number of days (as proposed in this bill) as required under the  
          statutory double-penalty applied with an SBE waiver, beyond the  
          scheduled end of a school year would be a tremendous penalty to  
          be imposed on a school district and community; at the same time,  
          payment of a $7.6 million penalty in this time of fiscal crisis  
          would be equally imposing.  This situation could have been  
          avoided by school officials who were more attentive to both  
          current law and their school schedule (in fact, this situation  
          was avoided in all but two of the 36 schools in this district).   
          The impact on the district could have also have been  
          significantly reduced by a district that was committed to an  
          effort to resolve the situation in 2008-09.  Despite that  
          inattentiveness and lack of commitment, this may be a situation  
          where the Legislature chooses to consider a compromise penalty  
          that is not as onerous as the current alternatives, but that  
          also continues to reinforce the Legislature's intent to provide  
          a strong disincentive against non-compliance with the  
          requirements of the Longer Day / Longer Year Incentive program;  
          the ten day penalty imposed over two consecutive years, as  
          proposed by this bill, is such a compromise.


           Analysis Prepared by  :    Gerald Shelton / ED. / (916) 319-2087  
          FN: 0004662