BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 2027 
                                                                  Page  1

          Date of Hearing:   May 19, 2010

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                Felipe Fuentes, Chair

                 AB 2027 (Blumenfield) - As Amended:  April 28, 2010 

          Policy Committee:                              EducationVote:9-0

          Urgency:     No                   State Mandated Local Program:  
          No     Reimbursable:              No

           SUMMARY  

          This bill, commencing with the 2011-12 fiscal year (FY),  
          authorizes a school district, county office of education (COE),  
          or charter school to claim attendance toward average daily  
          attendance (ADA) for the purposes of calculating revenue limit  
          funding for an online class, as specified.  Specifically, this  
          bill: 

          1)Requires all of the following conditions to apply in order for  
            a school district, COE, or charter school to claim ADA for  
            online classes: (a) the pupil is enrolled in any of grades  
            9-12; (b) the pupil is enrolled in classes that include  
            courses in a classroom-based setting, courses that are offered  
            though an online program, or both; (c) the pupil meets minimum  
            instructional time requirements, as specified; and (d) each  
            online course is high-quality.  

          2)Defines "high-quality online course" as meeting all  
            requirements related to the following: ratio of full-time  
            equivalent certificated teachers teaching the course;  
            experience of the teacher (including credential requirements);  
            subject-matter content of the course; the pupil elects to  
            participate in the course; no charge to take the course;  
            course examinations are administered by a proctor; and records  
            regarding the amount of time the pupil is online are  
            maintained by the district.  

           FISCAL EFFECT  

          1)Beginning in the 2011-12 FY, potential on-going GF/98 revenue  
            limit costs, likely between $590,000 and $1.8 million, for  
            increased claims of ADA for providing online instruction to  








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            pupils in grades 7-12.  

          2)One-time GF/98 cost pressure, of approximately $260,000, to  
            local education agencies (LEAs) to purchase equipment to  
            provide online courses, as specified.  There are 1,324 high  
            schools in the state.   

          3)This bill authorizes LEAs to claim ADA for asynchronous online  
            learning courses.  To the extent the amount of time a pupil  
            spends online in this course cannot be verified, there is an  
            increased risk to the state will provide GF/98 revenue limit  
            funding to LEAs for attendance that cannot be validated.   
            Consequently, there is also the potential for LEAs to have  
            increased audit costs to the extent that ADA attendance cannot  
            be verified as part of the regular audit process. 

          4)One-time GF administrative costs to the SPI, likely less than  
            $125,000, to develop regulations pursuant to this measure.  
            
           SUMMARY CONTINUED
           
          3)Defines "asynchronous online course" as a course where the  
            teacher and pupil are online at different times and are not  
            able to interact simultaneously.  

          4)Defines "synchronous online course" as a course where the  
            teacher and pupil are online at the same time and able to  
            interact.  

          5)Requires a "high-quality online course" to have either the  
            following: (a) the teacher online at the same time as each  
            pupil, accessible to each pupil attending the synchronous  
            online course, and able to make a visual connection with each  
            pupil for the purposes of verifying attendance or providing  
            immediate supervision, and (b) the teacher is online at a  
            different time as each pupil, is accessible to each pupil  
            attending the asynchronous course, and for the purposes of  
            verifying attendance is able to do at least one of the  
            following: 

             a)   periodic proctored examinations;

             b)   biometric verification;

             c)   a line-of-sight visual connection, including, but not  








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               limited to, Internet webcam.  

          6)Requires a teacher of an online course to be an employee of  
            the providing school district and meet all of the requirements  
            for a teacher of an online course, as specified above.  

          7)Requires the Superintendent of Public Instruction (SPI), in  
            consultation with the Director of Finance (DOF), on or before  
            December 31, 2011, to do all of the following: (a) make  
            revisions to any attendance accounting manual necessary to  
            clarify attendance procedures for online courses, including  
            asynchronous courses and (b) make recommendations to the  
            Legislature and the governor regarding statutory changes  
            necessary to allow attendance in asynchronous online courses  
            to be included in ADA calculations. 

          8)Deems a pupil in an online course to be under the immediate  
            supervision of an employee of the school district, COE, or  
            charter schools for the purposes of calculating ADA and  
            meeting instructional minute requirements, as specified.  

          9)Requires the SPI to adopt rules and regulations for the  
            purpose of implementing this measure, as specified.   
           
           COMMENTS  

           1)Purpose  .  In March 2010, the United States Department of  
            Education released Transforming American Education: Learning  
            Powered by Technology, a draft of the nation's educational  
            technology plan.  The plan states ""Just as technology is at  
            the core of virtually every aspect of our daily lives and  
            work, we must leverage it to provide engaging and powerful  
            learning experiences, content, and resources and assessments  
            that measure student achievement in more complete, authentic,  
            and meaningful ways.  Technology-based learning and assessment  
            systems will be pivotal in improving student learning and  
            generating data that can be used to continuously improve the  
            education system at all levels."

            According to the San Diego County Office of Education, sponsor  
            of this bill, "If California aspires to compete with other  
            states and nations as an economic engine, it must make  
            dramatic changes in its classrooms to usher in a meaningful  
            21st Century education and it must make them soon.  The most  
            obvious example of using technology to make education more  








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            relevant is through high-quality online learning. There is  
            arguably no greater example of how technology has changed  
            education than the advent of the virtual classroom." 

           2)Existing law  requires the majority of the state's revenue  
            limit funding (general purpose) allocated to LEAs (i.e.,  
            districts, COEs, etc.) be based on ADA.  ADA is the average  
            amount of time a pupil attends class under the immediate  
            supervision of a certificated employee.  As a result, the more  
            the pupil attends class the more ADA the LEA receives, which  
            leads to increased revenue limit funding.  

            Within the current ADA requirements, LEAs are able to provide  
            online courses to pupils in the following ways: 

             (a)  Pupils are receiving online instruction in a classroom  
               setting under the immediate supervision of a certificated  
               employee. 

             (b)  Pupils are enrolled in a part-time or full-time  
               independent study (IS) program (i.e., the pupil may be  
               taking regular classroom courses and one or two IS program  
               courses online).   If a pupil is enrolled full-time in an  
               IS program, he or she is required to produce a work  
               product, which is assessed by a certificated employee of  
               the district.    

             (c)  Pupils who have met the minimum instructional  
               requirement and are taking an online course.  Under this  
               scenario, the pupil is generating full ADA for meeting the  
               minimum instructional requirement and the pupil is taking  
               the online course in addition to meeting minimum  
               requirements. 

             (d)  Pupils are enrolled in a charter school, which has less  
               strict accounting and attendance requirements for its  
               pupils.  

           1)Fiscal concerns with asynchronous online learning  .  The  
            fundamental principal for allocation of funding under  
            California's school finance system is the value of  
            instructional time.  The state measures this principal through  
            the ADA attendance system, including the ability of the pupil  
            to be under the direct supervision (via a line of sight) of a  
            certificated employee.  








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            This bill requires pupils who enroll in an asynchronous online  
            class to meet minimum instructional day and minute  
            requirements in order to generate ADA, which is the basis for  
            calculating revenue limit funding.  

            There are fiscal questions with claiming ADA for an  
            asynchronous online course.  For example, how does the state,  
            for accounting and audit purposes, ensure that the pupil meets  
            the minimum instructional time and day requirements?  This  
            includes basic issues as how attendance is taken in these  
            courses.   

            Also, what type of mechanisms will be provided to verify that  
            it is the pupil participating in the asynchronous online  
            course?  Currently, the bill requires only one of three  
            verifications to be used, including periodic proctored  
            examinations.  This verification method is not defined in the  
            bill and may mean as little as the pupil being online once a  
            week at the same time as a proctor.  

            The committee may wish to consider whether or not it is  
            appropriate to authorize ADA attendance to be calculated for  
            asynchronous online courses prior to these issues being  
            resolved.  Likewise, the committee may wish to consider  
            requiring the SPI, in consultation with DOF and the state  
            controller, to revise accounting manuals and make statutory  
            recommendations to the Legislature and the governor on these  
            issues prior to providing authorization for asynchronous  
            online courses to generate ADA.  The author has indicated he  
            is willing to address these issues.  
               
           2)AB 885 (Daucher), Chapter 81, Statues of 2002  , established the  
            Online Classroom Pilot (OCP) program until 2007. The purpose  
            of this program was to monitor and evaluate pupil  
            participation in online interactive instructional programs.  
            The pilot program addressed the need to provide expanded  
            educational opportunities for pupils attending schools with  
            limited educational offerings; the need to provide access to  
            advanced placement courses where none are available; and the  
            need to provide quality educational services in courses for  
            hard-to-staff subject areas in schools where a shortage of  
            teachers exist. 
           
          3)Fiscal implications of the OCP program  . The State Department  








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            of Education's (SDE) report on this program identifies several  
            programmatic and fiscal barriers to implementing this program,  
            including a lack of start-up funding and funding for required  
            data and evaluation components. 


            SDE's report also states "All districts maintain fiscal  
            records that will verify the cost of online program  
            implementation. Each district was asked to estimate whether  
            running an online class was more expensive, less expensive, or  
            about the same as that of a traditional class. In every case,  
            program contact replies indicated that running an online class  
            was either about the same or more expensive than running a  
            traditional class. An initial investment must be made for  
            necessary equipment, infrastructure, online content and  
            training to enable successful startup. Although the  
            development cost will decrease over time, there are recurring  
            costs associated with online delivery (as there are recurring  
            costs with traditional content delivery)." 


           4)Previous legislation  .  AB 837 (Torlakson) established that a  
            school district or COE, beginning with the 2010-11 FY, may  
            claim ADA on the basis of a pupil's attendance at a class or  
            classes in the classroom-based setting on that day, for the  
            purpose of learning online.  This bill was held on this  
            committee's Suspense File in May 2009.  

           Analysis Prepared by  :    Kimberly Rodriguez / APPR. / (916)  
          319-2081