BILL ANALYSIS                                                                                                                                                                                                    �



                                                                      



           ------------------------------------------------------------ 
          |SENATE RULES COMMITTEE            |                   AB 189|
          |Office of Senate Floor Analyses   |                         |
          |1020 N Street, Suite 524          |                         |
          |(916) 651-1520         Fax: (916) |                         |
          |327-4478                          |                         |
           ------------------------------------------------------------ 
           
                                         
                                 THIRD READING


          Bill No:  AB 189
          Author:   Eng (D), et al.
          Amended:  8/30/11 in Senate
          Vote:     21

           
           SENATE EDUCATION COMMITTEE  :  7-2, 6/22/11
          AYES:  Lowenthal, Alquist, Hancock, Liu, Price, Simitian, 
            Vargas
          NOES:  Blakeslee, Huff
          NO VOTE RECORDED:  Runner, Vacancy

           SENATE APPROPRIATIONS COMMITTEE  :  6-3, 8/25/11
          AYES:  Kehoe, Alquist, Lieu, Pavley, Price, Steinberg
          NOES:  Walters, Emmerson, Runner

           ASSEMBLY FLOOR  :  60-15, 6/1/11 - See last page for vote


           SUBJECT  :    Education funding

           SOURCE  :     California Council for Adult Education


           DIGEST  :    This bill modifies requirements local education 
          agencies (LEAs) must adhere to in order to participate in 
          categorical flexibility. Specifically, this bill: (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 adopts a budget, as specified, and (2) 
          authorizes the governing board of a school district to 
          charge for a class in English and citizenship until July 1, 
                                                           CONTINUED





                                                                AB 189
                                                                Page 
          2

          2015.

           ANALYSIS  :    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.  

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

          Existing law prohibits school districts from charging a fee 
          for an adult education class in English and citizenship or 
          a class in an elementary subject.  

          This bill:

          1. Modifies existing public hearing requirements on LEAs 
             that choose to utilize categorical flexibility.  It 
             requires an LEAs to hold the public meeting at which 
             flexible expenditure decisions will be made, prior to, 
             and independent of, a meeting where the school district 
             or the county office of education adopts its budget. 

          2. Requires the governing board, if it intends to close a 
             program funded by a budget item specified within the 
             categorical flexibility statute, to identify in the 
             notice of the agenda of the public hearing or at another 
             public hearing, the program(s) proposed to be closed.   

           Comments
           
           Categorical program funding reductions and flexibility 
          given to assist school districts and provide greater local 
          decision-making  .  SB 4X3 (Ducheny), Chapter 12, Statutes of 
          2009, Third Extraordinary Session, and extends by SB 70 
          (Senate Budget and Fiscal Review Committee), Chapter 7, 

                                                           CONTINUED





                                                                AB 189
                                                                Page 
          3

          Statutes of 2011, authorizes LEAs through the 2014-15 
          fiscal year, to use funding for approximately 38 
          categorical programs (totaling $4.5 billion statewide) for 
          any educational purpose to the extent permitted by federal 
          laws.  These measures also deem LEAs to be in compliance 
          with program and funding requirements related to the 38 
          categorical programs, and requires LEA governing boards to 
          make flexible expenditure decisions in a regularly 
          scheduled public meeting.  

          The flexibility granted under SB 4X3 and SB 70 came as a 
          result of funding the categorical programs approximately 20 
          percent lower for the 2008-09 through the 2014-15 fiscal 
          years, as well as reductions to school district and county 
          office of education revenue limits (the basic general 
          purpose money allocated to districts).
           
          Is spirit of public discussion skirted ?   Several 
          categorical program advocates report that districts are 
          adhering to the statutory meeting requirement at their 
          governing board meetings when they adopt a final budget.  
          Essentially, school districts contend they are meeting the 
          letter of the law when they adopt their budget, which 
          includes final decisions on which categorical programs are 
          funded.  

          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 bill proposes to clarify the public hearing 
          requirement in SB 4X3 to ensure school districts do not use 
          the governing board meeting where they adopt the final 
          budget as satisfaction of this requirement.

           Data on how categorical flex funds are spent is elusive  .  
          With the flexibility provisions, LEAs are not required to 
          report how much funds were diverted and to which programs 
          they were transferred.  As a result, there is no data 
          available to discern the extent to which LEAs diverted 
          categorical funds for other educational needs or the number 
          of programs that have been dismantled.  The Legislative 
          Analyst's Office has conducted two surveys, in the fall of 

                                                           CONTINUED





                                                                AB 189
                                                                Page 
          4

          2009 and 2010, in an effort to ascertain the effects of 
          flexibility and other resources in helping LEAs balance 
          their budgets.  The survey results were based on 382 
          completed surveys out of the 1,000 school districts; the 
          respondents represent 58 percent of the state's ADA.  Among 
          the findings in the survey is that more districts are 
          discontinuing programs in 2010-11 compared with 2009-10, 
          including seven percent of survey respondents report 
          discontinuing adult education programs in 2010-11.

          Existing law authorizes the governing board of a school 
          district maintaining an adult class to require an adult 
          enrolled in the class to pay a fee and prohibits the 
          governing board from imposing a charge for a class in 
          English and citizenship for foreigners or a class in an 
          elementary subject, except as specified.

          This bill extends the sunset on existing authority of 
          school districts to charge a fee for a class in English and 
          citizenship until July 1, 2015.  This provision will result 
          in local revenue for school districts offering those 
          classes.

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

          According to the Senate Appropriations Committee, these 
          additional meeting requirements would be borne by LEAs, as 
          a condition of categorical flexibility.  The cost to 
          individual LEAs is depending upon the number of programs 
          they intend to close, their meeting procedures, and their 
          staffing levels.  This bill only requires one additional 
          public meeting (at which all proposed program closures 
          could be discussed), and is unlikely to incur a significant 
          cost for any single LEA.  Extending the authority for 
          charging a fee in English and citizenship will result in 
          local revenue for school districts offering those classes.

           SUPPORT  :   (Verified  8/30/11)

          California Council for Adult Education (source)
          Asian Americans for Civil Rights and Equality
          Asian and Pacific Islanders California Action Network
          Asian Resources, Inc.

                                                           CONTINUED





                                                                AB 189
                                                                Page 
          5

          California Association for the Gifted
          California Association of Leaders for Career Preparation
          California Correctional Peace Officers Association
          California Federation of Teachers
          California Teachers of English to Speakers of Other 
          Languages
          Get Real Coalition:
             California Manufacturers & Technology Association
             State Building and Construction Trade Council of 
               California
             California Federation of Teachers
             California Agricultural Teachers Association
             California Farm Bureau
             California Correctional Peace Officers Association
             California Business Education Association
             California Workforce Association
             California Industrial Technology Education Association 
             Association of Sheet Metal & Air Conditioning 
               Contractors
          The Council of Mexican Federations
          United Teachers Los Angeles




           ARGUMENTS IN SUPPORT  :    According to the author's office, 
          categorical flexibility has given local school districts 
          the authority to transfer funds from any of approximately 
          40 categorical programs to each local school district 
          general fund without having to comply with the statutory 
          requirements of the specific program.  Existing law 
          requires a public discussion of proposed transfer of funds. 
           However, some LEAs claim compliance at the meeting where 
          they adopt the budget and do not offer the community a real 
          opportunity to provide feedback as intended by law. 

          While categorical flexibility has enabled school districts 
          to remain solvent during a time of unprecedented budget 
          cuts, it is resulting in the dismantling of the state's 
          core categorical programs, such as adult education, and 
          regional occupational centers and programs which will be 
          extremely difficult to restore once categorical flexibility 
          ends.


                                                           CONTINUED





                                                                AB 189
                                                                Page 
          6


           ASSEMBLY FLOOR  :   60-15, 6/1/11
          AYES: Achadjian, Alejo, Allen, Ammiano, Atkins, Beall, Bill 
            Berryhill, Block, Blumenfield, Bonilla, Bradford, 
            Brownley, Buchanan, Butler, Charles Calderon, Campos, 
            Carter, Cedillo, Chesbro, Conway, Cook, Davis, Dickinson, 
            Eng, Feuer, Fletcher, Fong, Fuentes, Furutani, Galgiani, 
            Gatto, Gordon, Hall, Harkey, Hayashi, Roger Hern�ndez, 
            Hill, Huber, Hueso, Huffman, Jones, Lara, Bonnie 
            Lowenthal, Ma, Mendoza, Mitchell, Monning, Nestande, 
            Olsen, Pan, Perea, Portantino, Skinner, Solorio, Swanson, 
            Torres, Wieckowski, Williams, Yamada, John A. P�rez
          NOES: Donnelly, Beth Gaines, Grove, Hagman, Halderman, 
            Knight, Logue, Mansoor, Miller, Morrell, Nielsen, Norby, 
            Silva, Valadao, Wagner
          NO VOTE RECORDED: Garrick, Gorell, Jeffries, V. Manuel 
            P�rez, Smyth


          CPM:DWL:do  8/30/11   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

                                ****  END  ****





















                                                           CONTINUED