BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 2366
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           REPLACE  - 06/02/2010 Technical change (Member name)
          
          ASSEMBLY THIRD READING
          AB 2366 (Brownley)
          As Amended  April 27, 2010
          Majority vote 

           EDUCATION           6-3         APPROPRIATIONS      12-5        
           
           ----------------------------------------------------------------- 
          |Ayes:|Brownley, Ammiano,        |Ayes:|Fuentes, Ammiano,         |
          |     |Arambula, Carter, Eng,    |     |Bradford,                 |
          |     |Torlakson                 |     |Charles Calderon, Coto,   |
          |     |                          |     |Davis,                    |
          |     |                          |     |Monning, Ruskin, Skinner, |
          |     |                          |     |Solorio,                  |
          |     |                          |     |Torlakson, Torrico        |
          |     |                          |     |                          |
          |-----+--------------------------+-----+--------------------------|
          |Nays:|Nestande, Miller, Norby   |Nays:|Conway, Harkey, Miller,   |
          |     |                          |     |Nielsen, Norby            |
          |     |                          |     |                          |
           ----------------------------------------------------------------- 

           SUMMARY  :  Mitigates unintended consequences created by the  
          interaction between the current economic recession and changes  
          to revenue limit calculations that are required to be  
          implemented commencing in fiscal year (FY) 2010-11.   
          Specifically,  this bill  :

          1)Defers implementation of a school district revenue limit  
            adjustment related to the Meals for Needy Pupils (MNP) program  
            from FY 2010-11 to FY 2013-14.

          2)Extends authorization for the MNP program until July 1, 2013.

          3)Makes a technical correction in the calculation that applies a  
            cost-of-living adjustment to the revenue limit add-on  
            adjustments for beginning teacher's salaries and the MNP  
            program to be implemented in FY 2011-12 and FY 2013-14,  
            respectively.

           EXISTING LAW  :









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          1)Provides for revenue limit funding for school districts that  
            is based on a per pupil base revenue limit multiplied by  
            average daily attendance (ADA).

          2)Defines base revenue limit for any school district to be equal  
            to the prior year amount adjusted to account for  
            cost-of-living increases and any other adjustment specified by  
            statute (e.g., adjustment implementing revenue limit  
            equalization).

          3)Adjusts revenue limit funding further by making adjustments,  
            as specified in statute, for individual programs or district  
            characteristics; these adjustments are collectively referred  
            to as revenue limit add-ons.

          4)Requires the Superintendent of Public Instruction (SPI) to  
            compute an amount for each school district equal to the sum of  
            funding received in FY 2007-08 for the MNP program [Education  
            Code (EC) Section 42241.2], and incentives to increase  
            beginning teachers salaries [EC Section 45023.4], all divided  
            by the district's ADA; also applies an annual cost-of-living  
            adjustment (COLA) to this amount.

          5)Requires the SPI to compute an amount for each school district  
            equal to the sum of funding received in FY 2007-08 for Orange  
            County bankruptcy proceedings [EC Section 42238.21], and  
            inter-district transfers [EC Section 42238.22], all divided by  
            the district's ADA.

          6)Computes total revenue limit funding for each school district,  
            commencing in the 2010-11 fiscal year, by multiplying the sum  
            of the base revenue limit and the amounts calculated in 5) and  
            6) above by ADA.

           FISCAL EFFECT  :  According to the Assembly Appropriations  
          Committee, General Fund (GF) Proposition 98 loss of savings, of  
          approximately $16 million in revenue limit funding, to school  
          districts due to the provisions of AB 851 related to the MNP  
          program.

           COMMENTS  :  According to the author, this bill is intended to  
          relieve the effects of an unintended consequence of AB 851  
          (Brownley), Chapter 374, Statutes of 2009, that was created by  
          the current economic recession; the bill accomplishes this by  








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          deferring the implementation of one of the provisions of AB 851  
          until FY 2013-14.

          In order to conform to the court's decision in Serrano v.  
          Priest, the state created the current school district revenue  
          limit system that combines local property tax revenues with  
          state GF aid and allows the state to control the two revenue  
          sources on a per pupil basis.  Each district's base revenue  
          limit has been determined by a series of historical actions  
          based on statute.  Each year a district's base revenue limit is  
          calculated to be its prior year base revenue limit adjusted in  
          that year to account for cost-of-living increases and other  
          adjustments such as equalization.  This base revenue limit is  
          then multiplied by ADA to convert the per pupil base to a total  
          level of funding.  Further adjustments are made to total revenue  
          limit funding in the form of revenue limit "add-ons."  These  
          adjustments initially were categorical funding programs, but  
          have become simply additions to discretionary funding without  
          any spending restrictions.  Many of these add-ons provide a  
          proportionally equal amount of funding to all or nearly all  
          districts each year, and/or provide an amount that does not vary  
          over time to some subset of districts.

          AB 851 incorporates, commencing in FY 2010-11, two of these  
          revenue limit add-ons (MNP program and incentives to increase  
          beginning teachers' salaries), into a single, fixed adjustment  
          based on 2007-08 funding levels, and consolidates two additional  
          revenue limit add-ons (adjustments for Orange County bankruptcy  
          proceedings, and specified inter-district transfers) into a  
          separate, fixed adjustment; both adjustments are included in the  
          calculation of each district's total revenue limit funding, but  
          not in the base revenue limit.  The slightly different treatment  
          given to the two sets of add-ons resulted from the fact that the  
          first group of add-ons has historically had the annual revenue  
          limit COLA applied, while the second group has not; thus the two  
          adjustments are treated separately, and the revenue limit COLA  
          is applied to the first adjustment in a manner consistent with  
          historical practice.  AB 851 simplifies and provides additional  
          transparency for the state's education finance system, in a  
          manner consistent with the Getting Down to Facts studies  
          released in 2007.  The intent of AB 851 was to accomplish this  
          in a cost neutral manner; the bill was analyzed at the time by  
          the appropriations committees in both houses and by the  
          Department of Finance to be cost neutral.  The bill also had no  








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          opposition during its progress through the Legislature.

          Incorporation and consolidation of revenue limit add-ons makes  
          sense in that often the funding has lost all historical  
          connection to the program as it initially existed, the add-ons  
          merely add revenue limit funding in a complicated fashion even  
          though that revenue may be used for any discretionary purpose,  
          the amounts received vary little from year to year, or the  
          annual process for calculating funding levels is complicated and  
          cumbersome.  The Legislative Analyst's Office (LAO) has often  
          recommended to the Legislature that a number of revenue limit  
          add-ons, including those specified in this bill, be rolled into  
          revenue limit funding.

          The MNP program was one of those add-ons addressed by AB 851.   
          This program provides funding to districts that enacted property  
          tax levies to support free or reduced-price meals prior to  
          Proposition 13 and subsequently lost that funding with the  
          passage of Proposition 13.  Despite the name of the program, the  
          districts receiving these funds have complete freedom over the  
          use of the funds and are not obligated to use the revenues to  
          pay for subsidized meals.  Districts currently receive other  
          state and federal categorical funding that must be used only for  
          subsidized meals.  Historically funding levels, based on the  
          number of meals provided to eligible pupils, were relatively  
          stable over time.  However, the current recession has  
          dramatically increased the number of families in poverty, and  
          thus the number of pupils eligible for subsidized meals.  The  
          larger number of meals would qualify school districts for  
          greater levels of funding during this recession, however, the  
          implementation of the AB 851 changes, commencing in 2010-11,  
          will prevent this and hold funding fixed at 2007-08 levels.   
          According to a draft analysis compiled by School Services of  
          California, this effect will potentially impact funding for more  
          than 300 districts by a total of more than $16 million, in terms  
          of funding that would be received below what the districts would  
          have received without the provisions of AB 851.

          This bill reduces the impact of the interaction between the  
          implementation of the provisions of AB 851 that deal with the  
          MNP program and the current economic downturn by deferring the  
          implementation of those provisions until FY 2013-14.  A three  
          year delay will allow economic circumstances, the number of  
          pupils eligible for subsidized meals, and the number of meals  








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          (on which this funding stream is based) to return to stable  
          pre-recession levels.  This bill also changes the repeal date  
          for the MNP program to July 1, 2013, so as to conform to the  
          delay in implementing the funding adjustment.  In addition, the  
          bill makes a technical correction to the calculation of the COLA  
          applied to the revenue limit add-on for the MNP program and  
          beginning teacher's salary incentives.


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


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