BILL ANALYSIS                                                                                                                                                                                                    



                                                                       



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          |SENATE RULES COMMITTEE            |                  SB 1136|
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                                 THIRD READING


          Bill No:  SB 1136
          Author:   Cox (R)
          Amended:  6/1/10
          Vote:     27 - Urgency

           
           SENATE EDUCATION COMMITTEE  :  8-0, 4/14/10
          AYES:  Romero, Huff, Alquist, Hancock, Liu, Price,  
            Simitian, Wyland
          NO VOTE RECORDED:  Maldonado

           SENATE APPROPRIATIONS COMMITTEE  :  10-0, 5/27/10
          AYES:  Kehoe, Alquist, Corbett, Denham, Leno, Price,  
            Walters, Wolk, Wyland, Yee
          NO VOTE RECORDED:  Cox


           SUBJECT  :    Education finance:  revenue limit apportionment  
          deferrals

           SOURCE  :     Author


           DIGEST :    This bill limits the amount of revenue limit  
          funding that can be deferred -- not to exceed the level of  
          the school districts required reserve for economic  
          uncertainty -- if a school district meets specified  
          criteria.

           ANALYSIS  :    Existing law (ABX8 14 [Assembly Budget  
          Committee], Chapter 10, Statutes of 2010), relating to  
          Local Educational Agencies (LEA's) and the deferral of  
          apportionment funding:
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          1. Specifies that LEA's shall have up to a total of $2.5  
             billion in statewide revenue limit apportionment funding  
             deferred during the 2010-11 school year; with a maximum  
             of three deferrals during the fiscal year.  The first  
             possible deferral is scheduled for July 2010.  However,  
             the latest any funding deferral can take place would be  
             March 2011; in this instance the deferral would be paid  
             by April 29, 2011.

          2. Requires that by March 31, 2010, the State Treasurer,  
             State Controller and the Director of the Department of  
             Finance determine and jointly provide a written  
             declaration to the Legislature and the California  
             Department of Education (CDE) about the amount and  
             timing of K-12 apportionment deferrals in 2010-11.  The  
             CDE is required to convey this information to school  
             districts, county offices of education and charter  
             schools.

          3. Authorizes limited exemptions from the deferral for  
             LEA's where the county superintendent of school  
             certifies to the State Superintendent of Public  
             Instruction (SPI) and the Director of Finance by May 15,  
             2008, that the deferral would result in the LEA  
             qualifying for an emergency apportionment.

          Existing law specifies that various state payments to local  
          governments may be deferred up to three times during  
          2010-11, with no more than one billion dollars being  
          deferred at any point in time.  In addition, current law  
          exempts counties with a population less than 50,000 or a  
          city within a county with a population less 50,000 from any  
          deferral of funding.

          This bill:

          1. Limits the amount of revenue limit apportionment funding  
             that can be deferred to not exceed a school district's  
             required reserve for economic uncertainties, if a school  
             district meets specified criteria.

          2. Specifies that the limitation on the deferral is  
             activated if the school district meet either of the  







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             following criteria:

             A.    The school district's average daily attendance  
                (ADA), excluding charter school ADA, for the prior  
                year second apportionment is equal or less than  
                five hundred.

             B.    The district's apportionment deferral shall not  
                exceed, at any time during a fiscal year, $225  
                multiplied by the 2009-10 second principal  
                apportionment average daily attendance; and  
                restricts application to intra-year deferrals.

           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  Yes    
          Local:  No

          According to the Senate Appropriations Committee analysis:

                          Fiscal Impact (in thousands)

           Major Provisions                2010-11     2011-12     
           2012-13   Fund
           
          Interest loss            Approximately $150 to $200,  
          depending    General
                              on the applicable interest rate

           SUPPORT  :   (Verified  6/1/10)

          California School Board Association
          California Teachers Association
          Camino Union School District
          Central Valley Education Coalition
          Leggett Valley Unified School District
          Mendocino Unified School District
          Pioneer Union School District
          Riverside County Schools Advocacy Association
          Shandon Joint Unified School District
          Small School Districts' Association


           ARGUMENTS IN SUPPORT  :    According to the author's office,  
          small school districts do not have internal borrowable  
          resources similar to larger school districts.  Small school  







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          districts do not have the same internal resources for cash  
          flow borrowing nor do their counties.  Consequently, to  
          meet the deferral these school districts must make further  
          reductions to their educational programs in order to have  
          borrowable resources to meet the cash flow requirements of  
          paying contracts and salaries during the time of deferral.


          PQ:do  6/1/10   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

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