BILL ANALYSIS                                                                                                                                                                                                    �






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

          BILL NO:       AB 1790
          AUTHOR:        Hagman
          AMENDED:       April 10, 2012
          FISCAL COMM:   No             HEARING DATE:  June 13, 2012
          URGENCY:       No             CONSULTANT:    Lynn Lorber

           SUBJECT  :  K-12 instructional materials: digital format.
          
           SUMMARY  

          This bill requires publishers to offer instructional 
          materials in both print and digital formats.

           BACKGROUND 

          School districts are required to provide instructional 
          materials adopted by the State Board of Education (SBE) to 
          pupils in grades K-8.  School districts adopt materials for 
          use in high schools.  The SBE is prohibited from adopting 
          instructional materials until the 2015-16 school year (due 
          to budget constraints).  (Education Code � 60200, 60200.7 & 
          60400)

          The SBE adopted common core standards in English language 
          arts and mathematics on August 2, 2010, but is prohibited 
          from developing frameworks or adopting instructional 
          materials until the 2015-16 school year.  A full adoption 
          of basic instructional materials is time-consuming and 
          costly.  Schools are using instructional materials that 
          were adopted several years ago yet are expected to provide 
          instruction on the new common core standards.  

          SB 140 (Lowenthal, Ch. 623, 2011) required the California 
          Department of Education (CDE), on a one-time basis, to 
          develop a list of supplemental instructional materials that 
          are aligned with California's common core standards to 
          bridge the gap between existing instructional materials and 
          the new common core standards.  (EC � 60605.86)

          Current law requires publishers to adhere to several 
          requirements when submitting instructional materials to the 




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          SBE for consideration, and well as in the provision of 
          those materials to school districts, including:

          1)   Furnish the materials at a price that does not exceed 
               the lowest price sold in the United States.

          2)   Provide any materials free of charge to the same 
               extent as received by any state.

          3)   Provide to the state, at no cost, computer files or 
               other electronic versions of each state-adopted 
               literary title and the right to transcribe, reproduce, 
               modify and distribute the material in Braille, large 
               print, recordings, American Sign Language videos or 
               other specialized media exclusively for use by pupils 
               with visual disabilities.  (EC � 60061 & 60220)

          Current law requires the California Department of Education 
          (CDE) to establish a pilot program of 12 schools to request 
          publishers make instructional materials in electronic 
          multimedia format available for purchase.  Participating 
          schools are required to provide to pupils the hardware 
          necessary to use the electronic materials, or print 
          materials to pupils who do not have access to the hardware. 
           No schools elected to participate in this pilot program.  
          (EC � 60051)

          Current law authorizes school districts to include relevant 
          technology-based materials when adopting instructional 
          materials if the materials are both available and 
          comparable to other, equivalent instructional materials.  
          (EC � 60052)

          Current law authorizes school districts to use 
          Instructional Materials Realignment funding to purchase 
          state-adopted instructional materials for pupils in grades 
          K-8, and standards-aligned materials for pupils in grades 
          9-12, in an electronic or hardbound format if it can ensure 
          that each pupil will be provided with a copy of the 
          instructional materials to use at school and at home.  This 
          specifically does not require school districts to purchase 
          2 sets of materials.  The Instructional Materials 
          Realignment funding program sunsets on July 1, 2013.  (EC � 
          60422.1)

          For purposes of the Williams settlement, current law 




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          defines "sufficient textbooks or instructional materials" 
          to mean that each pupil, including English learners, has a 
          standards-aligned textbook or instructional materials, or 
          both, to use in class and to take home, but does not 
          require two sets of textbooks or instructional materials to 
          be purchased for each pupil.  Instructional materials may 
          be in a digital format as long as each pupil, at a minimum, 
          has and can access the same materials in the class and to 
          take home, as all other pupils in the same class or course 
          in the district and has the ability to use and access them 
          at home.  (EC � 60119)

          Current law requires, by January 1, 2020, publishers of any 
          textbook offered for sale at the University of California, 
          California State University, the California Community 
          Colleges, or a private university in the state, to the 
          extent practicable, make the textbooks available (in whole 
          or part) for sale in an electronic format.  The electronic 
          version must contain the same content as the printed 
          version and may be copyright-protected.  (EC � 66410)

           ANALYSIS
           
           This bill  requires publishers to offer instructional 
          materials in both print and digital formats.  Specifically, 
          this bill:

          1)   Requires a publisher or manufacturer submitting an 
               instructional material for adoption by the State Board 
               of Education or the governing board of a school 
               district to ensure that the instructional material is 
               available in both print and digital formats during the 
               entire term of the adoption.

          2)   Specifies that this bill does not authorize the use of 
               instructional materials that would constitute an 
               infringement of copyright under the federal Copyright 
               Revision Act.

          3)   States that this bill applies only to instructional 
               material adoptions that occur after the inoperative 
               date of existing law relative to the timeframe in 
               which school districts must provide to pupils 
               instructional materials following adoption of those 
               materials by the SBE (July 1, 2015).





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           STAFF COMMENTS  

           1)   Need for the bill  .  According to the author, 
               "Currently, California K-8 and 9-12 school districts 
               are mandated to provide all students a hard copy of 
               the learning material, which has traditionally been in 
               the form of textbooks.  Recently, the advent of 
               e-readers have allowed these texts to be published 
               digitally and applied to an e-reader, giving students 
               a new medium to receive the material.  AB 1790 will 
               guarantee that if a school district decides to go to a 
               digital medium, publishers will be ready to provide 
               the materials in this format."

           2)   Local negotiations  .  School districts must provide to 
               pupils in grades K-8 instructional materials that have 
               been adopted by the State Board of Education (SBE).  
               School districts must provide to pupils in grades 9-12 
               instructional materials that are aligned to the 
               standards; SBE does not adopt instructional materials 
               for grades 9-12.  Publishers of instructional 
               materials that have been adopted by the SBE negotiate 
               directly with school districts with regard to exactly 
               which adopted materials the district will purchase 
               (print textbooks, materials for English learners, 
               ancillary materials, and the format desired).  School 
               districts have some ability to negotiate the price of 
               materials but publishers are prohibited from charging 
               a fee that is higher than charged for the same 
               material in any other state.  While school districts 
               currently have the authority to request digital 
               formats and negotiate with publishers, publishers are 
               not required to disclose all available options nor are 
               publishers required to offer materials in any format 
               other than print versions.

           3)   Both print and digital format  .  This bill requires 
               textbook publishers to offer both print and an 
               equivalent digital format of instructional materials.  
               This bill does not prohibit publishers from charging a 
               fee for the digital format.  It is possible that a 
               publisher offers an instructional item only in digital 
               format.  This bill would in effect require that 
               publisher to produce a print version of that material. 
                Staff recommends an amendment to instead require 
               publishers to offer a digital format only if the 




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               publisher offers a print version.


           4)   Existing digital format of basic instructional 
               materials  .  The SBE has adopted some instructional 
               materials in digital formats, but those materials are 
               generally associated with a print textbook, and are 
               only for basic instructional materials (not 
               supplementals).  This bill applies to basic materials 
               (with respect to grades K-8), as the bill references 
               instructional materials that are adopted (rather than 
               approved).  Supplemental instructional materials are 
               not adopted by the SBE.  School districts adopt basic 
               materials for grades 9-12 and supplemental materials 
               for grades K-12.

           5)   No requirement to purchase  .  This bill does not 
               require school districts to purchase instructional 
               materials in any specific format, nor does this bill 
               reinstate the requirement that school districts 
               purchase materials within a specific timeframe 
               subsequent to adoption by the SBE.

           6)   Technical amendment needed  .  This bill provides that 
               its provisions apply only to instructional materials 
               adoptions that occur after the inoperative date of 
               existing law relative to the timeframe in which school 
               districts must provide to pupils instructional 
               materials following adoption of those materials by the 
               SBE.  The cross reference should be to the section of 
               law related to the suspension of the process for the 
               adoption of instructional materials (Education Code 
               Section 60200.7 rather than 60049).

           7)   Related legislation  .  SB 1154 (Walters) requires 
               publishers to offer instructional materials in both 
               print and an equivalent digital format, offer 
               unbundled instructional materials, and provide to 
               school districts a free digital format for classroom 
               use through a district-based digital library.  SB 1154 
               is pending in the Assembly Education Committee.

           8)   Prior legislation  .  AB 1010 (Pavley, 2004) would have 
               required, beginning January 1, 2007, a publisher that 
               makes basic instructional materials available to a 
               school district in a hard copy format to also make 




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               instructional materials available in an electronic 
               multimedia format.  AB 1010 was vetoed by Governor 
               Schwarzenegger with the following veto message:  

                    While I support the idea of using an 
                    electronic multimedia format, it is crucial 
                    that we remain focused on providing all 
                    pupils with an actual textbook in core 
                    curricula areas. In addition, I am concerned 
                    about the rising costs of textbooks and this 
                    bill could create increased costs to the 
                    State in the form of higher textbook costs 
                    for publishers to comply with the electronic 
                    multimedia format requirement. Higher costs 
                    could make it more difficult for schools to 
                    ensure that pupils have adequate textbooks 
                    which was a cornerstone of the Williams v. 
                    State of California settlement agreement.

           SUPPORT  

          Association of American Publishers
          Association of California School Administrators
          California Communities United Institute

           OPPOSITION

           None on file.