BILL ANALYSIS                                                                                                                                                                                                    �



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           Date of Hearing:   May 4, 2011

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                Felipe Fuentes, Chair

                      AB 189 (Eng) - As Amended:  April 7, 2011 

          Policy Committee:                              Education 
          Vote:8-0

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

           SUMMARY  

          This bill modifies the existing public hearing and reporting 
          requirements local education agencies (LEAs) must adhere to in 
          order to participate in categorical flexibility in the following 
          manner:   

          1)Requires LEAs to hold the regularly scheduled public hearing 
            prior to and independent of a meeting where the school 
            district or the governing board of the county office of 
            education (COEs) adopts a budget.  

          2)Requires the district and COE governing board, if it intends 
            to close a program, to identify in the hearing agenda notice 
            the program or programs it proposes to close.  

          3)Requires the existing reporting information to be collected 
            and provided in a manner that displays the linkage between an 
            LEA's categorical program allocation and the LEA's expenditure 
            of these funds.  

          4)Authorizes the governing board of a school district to charge 
            a fee for a class in English and citizenship until July 1, 
            2015.  
           
           FISCAL EFFECT  

          1)GF/98 costs, likely between $175,000 and $250,000, to school 
            districts to report categorical program information, as 
            specified.  Currently, districts are reporting minimal 
            information on how they are spending their categorical flex 
            funds.  This bill requires school districts to report more 








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            detailed information.  

          2)Increased GF administrative costs, likely less than $75,000, 
            to SDE to report fiscal information, as specified.  

           COMMENTS  

           1)Purpose  .  As part of the February 2009 budget package, SB 4 X3 
            (Ducheny), Third Extraordinary Session, Chapter 12, Statutes 
            of 2009, provided LEAs with unprecedented fiscal and policy 
            flexibility related to over 40 categorical programs between 
            the 2008-09 fiscal year (FY) to the 2012-13 FY. Specifically, 
            any LEA that received funding for specified categorical 
            programs in the 2008-09 FY is authorized to use this funding 
            for any other educational purpose until the 2012-13 FY.  The 
            LEA may choose to continue operating the categorical program 
            that it received funding for or redirect it for any other 
            educational purpose it deems appropriate.  SB 70 (Committee on 
            Budget and Fiscal Review), Chapter 7, Statutes of 2011, 
            extended this flexibility until the 2014-15 FY.  

            According to the Legislative Analyst Office (LAO) report 
            entitled, Update on School District Finance in California: 
            Year-Two Survey (February 2011), "Compared to 2009-10, a 
            higher percentage of districts in 2010-11 are either diverting 
            funding from flexed categorical programs or discontinuing them 
            altogether."  Supporters of this measure argue school 
            districts are eliminating categorical programs without fully 
            vetting these decisions and their consequences in a public 
            forum.  Likewise, reporting information on how and where 
            districts are expending categorical program flexed funds is 
            non-existent.  This bill modifies the existing public hearing 
            and reporting requirements LEAs must adhere to in order to 
            participate in categorical flexibility.  

           2)Existing law  , as a condition of receiving categorical 
            flexibility funds, requires LEAs (at a regularly scheduled 
            public hearing) to take testimony from the public, discuss, 
            approve, or disapprove the proposed use of funding and make 
            explicit for each of the categorical program budget items the 
            purposes for which the funds will be used.  Several 
            categorical program advocates report that districts are 
            meeting this requirement at their governing board meetings 
            when they adopt a final budget.  Essentially, school districts 
            contend are meeting the letter of the law when they adopt 








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            their budget, which includes final decisions on which 
            categorical programs are funded, etc.  Education advocates 
            argue the existing requirement for discussion at a public 
            hearing is meant for the public to testify and provide input, 
            which allows governing board members to weigh the pros, cons, 
            and consequences of budgetary decisions regarding categorical 
            flexibility funds.  This measure proposes to clarify the 
            public hearing requirement in SB 4 X3 to ensure school 
            districts do not use the governing board meeting where they 
            adopt the final budget as satisfaction of this requirement.    


            Statute also requires an LEA to report expenditure of 
            categorical program funds to indicate the activities for which 
            these funds are expended.  Furthermore, SDE is required to 
            collect and provide this information to the Department of 
            Finance and the Legislature by April 15, 2010 and annually 
            thereafter.  

            Current law prohibits school districts from charging a fee for 
            an adult education class in English and citizenship.  This 
            bill authorizes districts, until 2015, to charge a fee for 
            these classes.  This time period coincides with the 
            categorical flexibility.  
           
          3)LAO report on categorical flexibility  .  The LAO report, Update 
            on School District Finance in California: Year-Two Survey 
            (February 2011), states: "More districts are discontinuing 
            flexed �categorical] programs in 2010-11 compared to 2009-10.  
            For example, about one-third of districts reported 
            discontinuing the High School Class Size Reduction program in 
            2009-10.  By comparison, almost half of districts discontinued 
            the program in 2010-11."  The LAO also reports a larger 
            percentage of school districts are discontinuing the 
            Community-Based English Tutoring program, which primarily 
            teaches immigrant parents to learn English.  The report, 
            however, does state: "Despite these eliminations, only a small 
            percentage of districts are eliminating programs for at-risk 
            students, though the number of districts eliminating them is 
            on the rise."  

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










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