BILL ANALYSIS                                                                                                                                                                                                    �






                          SENATE COMMITTEE ON EDUCATION
                              Alan Lowenthal, Chair
                            2011-2012 Regular Session
                                         

          BILL NO:       AB 1246
          AUTHOR:        Brownley
          AMENDED:       January 23, 2012
          FISCAL COMM:   Yes            HEARING DATE:  June 27, 2012
          URGENCY:       No             CONSULTANT:Lynn Lorber

           SUBJECT  :  Instructional materials.
          
           SUMMARY
           
          This bill establishes a new process for the submission and 
          review of instructional materials by requiring the 
          Superintendent of Public Instruction and authorizing school 
          districts to review and recommend materials for adoption by 
          the State Board of Education.

           BACKGROUND
           
          Academic content standards define the knowledge, concepts and 
          skills that pupils should learn at each grade level.  
          Curricular frameworks serve as the blueprint for how to 
          implement the standards and provide guidance to publishers, 
          along with evaluation criteria, for the development of 
          instructional materials.  The processes for the revision of 
          curricular frameworks and adoption of instructional materials 
          have been suspended since July 2009 and are suspended until 
          the 2015-16 school year.  (EC � 60200.7)

          Notwithstanding the suspension, current law requires the 
          development of frameworks specific to the common core 
          standards in English language arts and mathematics, and 
          evaluation criteria relative to supplemental instructional 
          materials that are aligned to the common core standards. 
          (EC � 60207 and � 60605.86)

          The role of the Curriculum Development and Supplemental 
          Materials Commission (Curriculum Commission) was recently 
          revised, and renamed the Instructional Quality Commission, to 
          focus on the development of frameworks and professional 
          development opportunities relative to the common core 








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          standards in English language arts and mathematics.  
          (EC � 33530, � 60204, and � 60207)

          The currently suspended process for the review and adoption 
          of instructional materials involved the submission of 
          materials by publishers to the formerly-named 


          Curriculum Commission for review by committees of the 
          Commission, public hearings of both the Commission and the 
          State Board of Education (SBE), and adoption by the SBE.  
          That process typically took 30 months.  

          The SBE is required to adopt instructional materials for 
          grades 1-8, pursuant to Article IX, Section 7.5 of the 
          California Constitution.  The SBE adopts materials for K-8.  

          Current law requires school districts to adopt instructional 
          materials for use in their high schools.  Only instructional 
          materials of those publishers who comply with specified 
          requirements (basic academic and social content reviews, and 
          requirements for publishers) may be locally adopted.  (EC � 
          60400)

           ANALYSIS
           
           This bill  establishes a new process for the submission and 
          review of instructional materials by requiring the 
          Superintendent of Public Instruction and authorizing school 
          districts to review and recommend materials for adoption by 
          the State Board of Education.  Specifically, this bill:

           Review of instructional materials

           1)   Requires the Superintendent of Public Instruction (SPI) 
               and authorizes school districts to review instructional 
               materials for recommendation to the State Board of 
               Education (SBE) for adoption and use in grades K-8.  

          2)   Requires SBE to adopt procedures for the review of 
               instructional materials submitted by the SPI and school 
               districts.

          3)   Requires a school district choosing to recommend 








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               instructional materials to the SBE to ensure that a 
               majority of a review committee convened by the school 
               district for the selection of the materials to be 
               composed of classroom teachers who are assigned to teach 
               the grade in which the instructional materials are to be 
               used.  

          4)   Requires the process for review of instructional 
               materials (by experts convened by the SPI) to involve 
               review committees which must include volunteer content 
               experts and instructional material reviewers, and be 
               composed of a majority of classroom teachers from a wide 
               variety of affected grade levels and subject areas.

          5)   Deletes the role of the Instructional Quality Commission 
               in studying and evaluating instructional materials 
               submitted for adoption, and instead requires the 
               Commission to review reports of finding made by the SPI 
               or school districts, at the request of the SBE, and 
               review instructional materials as necessary. 

          6)   Requires the Instructional Quality Commission to give 
               independent advice to the SBE about whether 
               instructional materials meet the evaluation criteria.  
           Recommend instructional materials to the State Board of 

          Education

           1)   Requires the SPI and authorizes school districts to 
               recommend to the SBE instructional materials for its 
               adoption and use in grades K-8.  

          2)   Removes the role of the Instructional Quality Commission 
               in recommending to the SBE instructional materials for 
               adoption, and instead requires the Commission to review 
               findings of evaluated materials and hear appeals at the 
               request of the SBE.  

           3)   Authorizes the SPI or a school district to recommend 
               only instructional materials that meet academic content 
               standards and frameworks, and social content 
               requirements, and any other criteria established by the 
               SBE.









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          4)   Requires the SPI and school districts, when recommending 
               instructional materials to the SBE, to include reports 
               of findings that include information regarding alignment 
               of standards, program organization, pupil assessments, 
               teacher support, and support for English learners and 
               pupils with disabilities.

           Adoption of instructional materials

           Requires the rules and procedures for adoption of 
          instructional materials by the SBE to be transparent and 
          consistently applicable regardless of the format of the 
          instructional materials, which may include print, digital, 
          and open-source instructional materials.  

           Development of instructional materials  

          Authorizes instructional materials submitted by school 
          districts to be developed by either a district or by 
          publishers of instructional materials.  

           Submission of instructional materials for review by the SPI 

          and school districts 

           Authorizes publishers of instructional materials to submit 
          instructional materials to either school districts or the 
          SPI.

           Cycle for review of instructional materials by the SBE

           1)   Requires the SPI, and authorizes school districts, to 
               submit instructional materials in any subject for review 
               by the SBE on an eight year cycle.  

          2)   Requires the CDE to impose a fee upon a publisher who 
               submits instructional materials for review after the 
               timeframe specified by the SBE.  The fee must not exceed 
               the reasonable costs to CDE to conduct a review of the 
               materials.  

           Posting of adoption list

           Requires the CDE to make the lists of adopted instructional 








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          materials to be available to school districts and post the 
          lists on its website, and include information from the 
          reports of finding (information regarding alignment of 
          standards, program organization, pupil assessments, teacher 
          support, and support for English learners and pupils with 
          disabilities).  

           Implementation date

           Prohibits any requirements imposed upon the Instructional 
          Quality Commission from being implemented unless funds are 
          available in the Budget Act for the Instructional Quality 
          Commission.

           STAFF COMMENTS
           
           1)   Need for the bill  .  According to the author, "With the 
               adoption of the common core academic content standards, 
               the state must ensure all students have access to these 
               recently adopted standards.  AB 250 (Brownley, Ch. 608, 
               2011) recently started a comprehensive process for 
               implementing the common core standards through the 
               development of curriculum frameworks and model 
               professional development.  This bill will give school 
               districts the opportunity to participate in the process 
               of reviewing and adopting instructional materials and in 
               turn would provide more flexibility and options for 
               school districts.  The existing process involves content 
               experts and field reviewers that make recommendations 
               based on the extensive reviews they conduct.  The intent 
               of this bill is to continue a similar open and public 
               process that the SPI would coordinate.  Together the SPI 
               and school districts would have the opportunity to make 
               recommendations that would in turn potentially result in 
               a comprehensive list of state-adopted instructional 
               materials that gives several program options for school 
               districts to choose from."

           2)   New roles for the review and recommendation of 
               instructional materials  . This bill removes the role of 
               the Instructional Quality Commission in the process to 
               review and recommend instructional materials for 
               adoption by the State Board of Education (SBE).  
               Instead, this bill requires the Superintendent of Public 








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               Instruction (SPI) and authorizes school districts to 
               review instructional materials and submit 
               recommendations to the SBE for adoption.   Removing a 
               state-level body from the instructional materials 
               adoption process could simplify and streamline this 
               process, and allows districts to have a larger role in 
               developing and selecting instructional materials for use 
               in their schools.

          This bill authorizes the Instructional Quality Commission to 
               review instructional materials and hear appeals upon 
               request of the SBE.  It appears appropriate to allow the 
               SBE to determine if and when it is necessary for further 
               state-level review of materials rather than require a 
               state-level review after the SPI's reviewers and school 
               district reviewers have already completed specific and 
               public reviews.

           3)   Locally reviewed instructional materials  .  The SBE is 
               required to adopt instructional materials for grades 
               K-8, and did so based on recommendations of the former 
               Curriculum Commission's review of materials.  School 
               districts currently review and adopt instructional 
               materials for grades 9-12 but do not have the authority 
               to adopt their own choice of materials for K-8.  This 
               bill increases districts participation in the selection 
               of instructional materials by expanding the authority of 
               school districts to review instructional materials for 
               all grades and allows districts to recommend to the SBE 
               those materials for adoption.  This bill authorizes the 
               Instructional Quality Commission to review the findings 
               made by school districts and review instructional 
               materials submitted to the SBE upon the SBE's request to 
               do so.  The responsibility to adopt instructional 
               materials for use in K-8 schools is retained by the SBE 
               which balances increased local control with state 
               oversight.

          This bill authorizes school districts to develop 
               instructional materials, as well as review and submit to 
               the SBE those instructional materials for adoption.  
               This bill requires any materials recommended to the SBE 
               for adoption to meet the same criteria that 
               instructional materials must currently meet.  This bill 








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               requires school districts, and the SPI, to make public 
               the criteria used to review instructional materials.  
               This ensures oversight and accountability (including 
               meeting the needs of English learners and pupils with 
               exceptional needs), and also allows other school 
               districts to use that information in determining which 
               instructional materials best meet the needs of their 
               pupils.  

          The local review approach contained in this bill is similar 
               to one currently underway with regard to supplemental 
               instructional materials that bridge the gap between 
               materials currently used by schools and the new common 
               core academic content standards in English language arts 
               and mathematics.  (See Comment #4.)
           
          4)   Current activities regarding instructional materials  .  
               The process for the review, recommendation and adoption 
               of instructional materials has been suspended since July 
               2009, and is statutorily suspended until the 2015-16 
               school year.  Notwithstanding that suspension, SB 140 
               (Lowenthal, Ch. 623, 2011) required the California 
               Department of Education (CDE), on a one-time basis, to 
               develop a list of K-8 supplemental instruction materials 
               that are aligned with California's common core academic 
               content standards in language arts for K-8 and in 
               mathematics for grades K-7.  SB 140 allows school 
               districts to approve supplemental materials not on CDE's 
               list if the district-convened content review experts and 
               is aligned to the common core standards.  

          The CDE has begun the implementation of SB 140.  Publishers 
               recently submitted instructional materials for review by 
               the content review experts; it is anticipated that the 
               review of materials will continue through September 
               2012.  However, on June 19, the CDE notified publishers 
               that it has cancelled the Category 2 component of the 
               review of mathematics materials (materials that 
               supplement any program used by schools, while Category 1 
               is for materials that supplement current state-adopted 
               programs used by schools).  The CDE cites a high volume 
               of submissions and a lack of sufficient reviewers, and 
               points to the statutory timelines as preventing the CDE 
               from recruiting additional reviewers.  The Legislature 








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               is working to find ways to ensure the CDE can complete 
               this work to meet the immediate needs of schools, prior 
               to a full adoption of instructional materials.

          The submission of mathematics instructional materials for 
               Category 1, as well as the entire review of English 
               language arts materials are unaffected by the 
               cancellation of the mathematics materials in Category 2. 
                 

          5)   Does not resume adoption of instructional materials  .   
               Current law suspends the process for the adoption of 
               instructional materials until the 2015-16 school year.  
               This bill establishes the process for the review and 
               recommendation of instructional materials for adoption 
               but does not implement that process.  This delay allows 
               for the full implementation of the approval of common 
               core bridge materials (as described in Comment #4), the 
               review and modification of the 8th grade math common 
               core standards, and the development of the frameworks 
               and criteria for evaluating materials for the common 
               core standards in English language arts and mathematics. 
                (See comments below.)

           6)   Fiscal impact  .  According to the Assembly Appropriations 
               Committee, this bill would impose on-going General Fund 
               administrative costs to the California Department of 
               Education (CDE), likely between $150,000 and $250,000, 
               to review instructional materials submitted by the SPI 
               and school districts and to conduct an appeals process.  
               Actual costs will depend on the number of instructional 
               materials submitted and the number of appeals.  This 
               bill prohibits CDE from implementing the new 
               requirements associated with the Instructional Quality 
               Commission until funding is provided for these purposes.

           7)   Technical amendments  .  Staff recommends the following 
               amendments:

               a)        On page 8, lines 32-35, clarify that the 
                    Instructional Quality Commission is to review 
                    reports of findings or review instructional 
                    materials only at the request of the SBE.









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               b)        On page 8, lines 37-39, clarify that the 
                    Instructional Quality Commission is to give 
                    independent advice to the SBE about whether 
                    instructional materials meet the evaluation 
                    criteria only at the request of the SBE.  

               c)        On page 4, line 3, clarify that a publisher 
                    may submit instructional materials to either a 
                    school district, the SPI, or both.

           8)   Related legislation  .  SB 1200 (Hancock) authorizes the 
               review and modification of the common core standards for 
               grade 8 mathematics and the adoption of the common core 
               college and career readiness standards.  SB 1200 is 
               scheduled to be heard by the Assembly Education 
               Committee on June 27, 2012.

           9)   Prior legislation  .  AB 250 (Brownley, Ch. 608, 2011), 
               when passed by this Committee on 8-2 vote on July 6, 
               2011, included provisions relative to instructional 
               materials that were nearly identical to the contents of 
               this bill.  The instructional materials provisions were 
               later removed from AB 250 at the request of the 
               Administration, citing the need for additional 
               consideration.

           SUPPORT
           
          Association of California School Administrators
          California School Boards Association
          California State PTA
          California Teachers Association
          Los Angeles Area Chamber of Commerce
          Los Angeles County Office of Education

           OPPOSITION

           None on file.