BILL ANALYSIS                                                                                                                                                                                                    






                         SENATE COMMITTEE ON EDUCATION
                              Gloria Romero, Chair
                           2009-2010 Regular Session
                                        

          BILL NO:       SB 775
          AUTHOR:        Liu
          AMENDED:       April 14, 2009
          FISCAL COMM:   Yes            HEARING DATE:  April 22, 2009
          URGENCY:       No             CONSULTANT:Kathleen Chavira

           SUBJECT  :  Higher Education Accountability
          
           SUMMARY  

          This bill requires that the state establish an  
          accountability framework to assess the ongoing collective  
          contribution of each of the state's postsecondary education  
          segments in meeting specified educational and economic  
          goals, and requires the California Postsecondary Education  
          Commission (CPEC) to convene a workgroup to develop and  
          publish a specific set of performance outcomes related to  
          the goals by January 30, 2011, with the intent that  
          progress toward these outcomes be a condition of receiving  
          enrollment growth funding.

           BACKGROUND  

          AB 1417 (Pacheco, Statutes of 2004) required the Board of  
          Governors (BOG) of the California Community Colleges (CCC)  
          to provide recommendations regarding the design of a  
          structure for the annual evaluation of district-level  
          performance in meeting statewide educational outcomes. The  
          California Community Colleges System Office is currently  
          working on implementing the Accountability Reporting for  
          the Community Colleges (ARCC). According to the  
          Chancellor's Office because the ARCC indicators have unique  
          definitions, they cannot be compared to indicators  
          generated for other states or by other studies of the CCC.   
           

          In 2007, the California State University committed to  
          providing data on student learning, student engagement, and  
          enrollment and graduation as part of a national initiative  
          called the Voluntary System of Accountability (VSA).  The  
          VSA was initiated by two of the largest higher education  
          associations, the American Association of State Colleges  



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          and Universities (AASCU) and the National Association of  
          State Universities and Land-Grant Colleges (NASULGC) in an  
          effort to provide information about students that would be  
          useful to parents, students, future students, legislatures  
          and the general public. 

          In 2008, the University of California initiated its own  
          accountability framework in an attempt to comprehensively  
          assess and share the University's progress in meeting key  
          teaching, research and public service goals across its 10  
          campuses. According to the UC, the annual report called for  
          in the framework will help inform the University's  
          strategic planning, budgeting and performance management,  
          as well as help focus the Regents on the most important  
          policy issues facing the University.

          Both the CSU and the UC have entered into system-specific  
          "compacts" with the Governor to ensure stable multi-year  
          funding in exchange for a commitment to deliver on specific  
          performance measures. These compacts expire in 2010-11. 

           ANALYSIS
           
           This bill  :

          1)   Declares the following educational and economic goals  
               for California by 2020:

                    a)             That educational pipeline numbers  
                    improve sufficiently so that it is among the top  
                    10 states in the nation in this regard.

                    b)             That per capita income be at the  
                    average of the top 10 new economy states, as  
                    defined. 

                    c)             That it be in the top 10 states  
                    nationally for the percentages of its age groups  
                    with degrees and certificates conferred.  

          2)   Requires that the state establish an accountability  
               framework for the purpose of assessing the collective  
               contribution of each of the state's segments of  
               postsecondary education in meeting the goals in #1.  

          3)   Requires the accountability framework be designed as a  
               tool to hold the postsecondary education system  



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               accountable for meeting state goals by informing  
               funding and policy decisions.

          4)   Requires the state to assess the contribution of the  
               postsecondary education segment in meeting statewide  
               goals by measuring progress toward performance  
               outcomes in the following areas:

               a)        Improved access to higher education.

               b)        Enhanced learning and graduation rates.

               c)        Increased efficiency, as specified.

               d)        Closure of achievement gaps.

               e)        Generation of beneficial research.

               f)        Production of graduates able to meet  
               critical workforce needs.  

          5)   Requires the California Postsecondary Education  
               Commission (CPEC) to convene a working group, as  
               specified, by January 30, 2010, to develop and publish  
               and make available a specific set of performance  
               outcomes by January 30, 2011, and requires that the  
               development of each outcome consider the degree to  
               which they can reasonably be achieved by the  
               institutions.

          6)   Requires the progress of the public segments of higher  
               education in meeting the performance outcomes be  
               considered in the allocation of state funding for  
               enrollment growth beginning 2012-2013 and declares  
               legislative intent that receipt of enrollment growth  
               funding be conditioned upon the segments making  
               measurable progress toward these outcomes.

          7)   Repeals existing provisions of law that require the  
               California Postsecondary Education Commission (CPEC)  
               to report on significant indicators of performance at  
               the state's public colleges and universities.

           STAFF COMMENTS  

           1)   Reinventing the wheel  ?  Staff notes that extensive  
               work in the development of a higher education  



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               accountability framework has already been undertaken.   
               In 2002, the Senate commissioned a study of national  
               trends in higher education accountability and produced  
               a report that provided an initial framework for  
               developing an integrated system of accountability for  
               higher education in California. In 2007, the Senate  
               Education Committee held an informational hearing on  
               Higher Education Accountability which included  
               national experts who noted that, while each public  
               segment of higher education in California participates  
               in system-specific accountability efforts, there is a  
               lack of meaningful data and analysis to guide fiscal  
               and policy decisions and to assess the collective  
               progress of the state's system of postsecondary  
               education in meeting the state's educational and  
               economic needs.  

               Prior legislative efforts have reflected current  
               national dialogue around higher education  
               accountability and contained the collaborative product  
               of California's higher education segments, legislative  
               representatives, and national experts on higher  
               education.  How does this bill build upon the  
               extensive work that has already been undertaken?


           2)   CPEC  .  This bill directs CPEC to convene a group of  
               stakeholders, practitioners and experts, including the  
               higher education segments to develop a specific set of  
               performance outcomes.  The CPEC has undergone  
               significant reductions in its staff and fiscal  
               resources in the last several years.  In addition,  
               while CPEC had initiated some higher education  
               accountability reporting, SB 361 (Scott, Chapter 514,  
               Statutes of 2008), in combination with SB 325 (Scott,  
               2008), was proposed in an effort to focus the CPEC's  
               activity to more clearly reflect and support the  
               Legislature's vision of an accountability framework  
               which measures the collective progress of the segments  
               in meeting the state's postsecondary education needs.   
               In light of its reduced resources and questionable  
               direction which prior accountability efforts have  
               taken, it is unclear whether the California  
               Postsecondary Education Commission (CPEC) is the  
               appropriate entity to convene a group to develop  
               performance outcomes which would have such a  
               significant effect on the funding of the public  



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               segments of higher education. Should the Legislature  
               defer the responsibility for identifying outcomes that  
               best serve the state's interests to CPEC and the  
               segments?    

           3)   Current status of funding  .  The Governor's 2008-09  
               budget included a reduction of $65.5 million for the  
               University of California (UC) and $66.3 million for  
               the California State University (CSU). The 2009-10  
               budget contains a reduction of $50 million for UC and  
               $50 million for CSU.  Notwithstanding the "compact"  
               between the Governor and the UC and CSU, neither the  
               2008-09 nor 2009-10 budgets included specific  
               appropriations for enrollment growth.  The California  
               Community Colleges (CCC) received a $185 million  
               augmentation for 3 percent enrollment growth in  
               2009-10 and current-year funding for 2 percent growth.  
               No cost of living allowance was provided to the CCC in  
               either the 2008-09 or 2009-10 budget year. 

           4)   Cart before the horse  ?  It appears that the bill  
               intends that enrollment growth funding be used as a  
               means of rewarding or penalizing the public segments  
               of higher education for their progress towards  
               performance outcomes beginning in 2012-13.  Who is to  
               determine what data informs progress toward those  
               outcomes? What process will ensure that the  
               independent accountability efforts currently underway  
               are comparable across all segments and consistently  
               reflect State and not institutional goals?  Is it  
               reasonable to assess progress without having  
               meaningful data collection and reporting systems in  
               place?  Is it reasonable to compel a future  
               Legislature to reward/punish the segments for their  
               progress toward performance outcomes which they did  
               not establish if the state has not stabilized the  
               segments' budget funding?  Is there any link between  
               the performance outcomes and the funding or de-funding  
               of enrollment growth?  What are the unintended  
               consequences of tying enrollment funding to  
               performance outcomes?  For example, would funding  
               enrollment on the basis of completion compromise  
               access for students who require greater support  
               services in order to successfully complete their  
               studies?

           5)   National trends  .  In an April 16, 2009 article, the  



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               Chronicle for Higher Education reported that "Schemes  
               for tying state support of public colleges to  
               performance tend to share the same flaw:  They are  
               vulnerable to dying off before they can show how well  
               they perform."  The article reports that, "Of 26  
               states that have adopted performance-based college  
               financing systems since 1979, 12 have scrapped them?of  
               the remaining 14 states, two others, Colorado and New  
               Mexico, still technically have such systems in place  
               but no longer use them to allocate funds?.Virginia and  
               Washington have created and then ditched  
               performance-based financing systems, only to establish  
               new ones down the road?" According to the article,  
               researchers found that the specific systems they  
               examined had little buy-in from public colleges and  
               were vulnerable to shifting political winds that  
               caused the lawmakers or board members who championed  
               them to lose power.  In some states, the systems had  
               little support from business interests and the systems  
               went by the wayside when overall state spending on  
               higher education dropped.  
           
          6)   Similar legislation  .  Legislative counsel has noted a  
               conflict between this bill and AB 218 (Portantino)  
               which is identical to SB 325 (Scott, 2008).  AB 218 is  
               currently being held on the Assembly Appropriations  
               Committee suspense file.
           
           7)   Prior legislation  .  

               a)        SB 325 (Scott, 2008) would have required the  
                    state to establish an accountability framework to  
                    biennially assess the collective progress of the  
                    state's system of postsecondary education in  
                    meeting specified educational and economic goals.  
                    SB 325 was vetoed by the Governor whose veto  
                    message read:

                    While I respect the author's intent to establish  
                    a statewide system of accountability for  
                    postsecondary education and a framework to assess  
                    the collective contribution of California's  
                    institutions of higher education toward meeting  
                    statewide economic and educational goals, this  
                    bill falls short in providing any framework for  
                    incentives or consequences that would modify  
                    behavior to meet any policy objectives.  I  



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                    believe our public education systems should be  
                    held accountable for achieving results, including  
                    our higher education segments, and would consider  
                    a measure in the future that provides adequate  
                    mechanisms that will effectuate tangible gains in  
                    student outcomes and operational efficiencies.
               
               b)        SB 1331 (Alpert) passed by the Legislature  
                    and vetoed by the Governor in 2004, would also  
                    have established a California Postsecondary  
                    Education Accountability (CPSEA) structure.  The  
                    Governor's veto message read in pertinent part: 

                    While I favor accountability for all levels of  
                    education, this bill mainly establishes only a  
                    reporting structure for four broad policy goals  
                    rather than providing for outcomes, such as  
                    performance-based measures, historically  
                    associated with accountability systems.

           SUPPORT  

          None received on this version.

           OPPOSITION
           
          None received.