BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 2278
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          CONCURRENCE IN SENATE AMENDMENTS
          AB 2278 (Swanson)
          As Amended  June 21, 2012
          Majority vote
           
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          |ASSEMBLY:  |72-0 |(May 3, 2012)   |SENATE: |38-0 |(July 2, 2012) |
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           Original Committee Reference:    ED.  

           SUMMARY  :  Authorizes a school district with a state-appointed 
          administrator to conduct an annual advisory evaluation of that 
          administrator after one complete year after the district accepts 
          an emergency loan, and requires any such evaluation to be 
          submitted to the Governor, the Legislature, the Superintendent 
          of Public Instruction (SPI), and the County Office Fiscal Crisis 
          and Management Assistance Team (FCMAT).   

           The Senate amendments  :  
           
          1)Specify that the evaluation is advisory.

          2)Specify that the first advisory evaluation may not occur until 
            after one complete fiscal year has elapsed following the 
            district's acceptance of the emergency loan.

          3)Require the advisory evaluation to focus on the 
            administrator's effectiveness in leading the school district 
            toward fiscal recovery and improved academic achievement.

          4)Require the advisory evaluation criteria to be agreed upon by 
            the governing board of the district and the administrator 
            before the evaluation.

          5)Require the advisory evaluation to include, but not be limited 
            to:

             a)   Specified professional and legal standards of fiscal 
               management practices;

             b)   Commendations in the areas of the administrator's 
               strengths and achievements; and,

             c)   Recommendations for improving the administrator's 








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               effectiveness in areas of concern and unsatisfactory 
               performance.

           EXISTING LAW  provides for emergency loans to school districts 
          that are unable to meet their current operating expenses.  Such 
          loans are provided by legislation enacted at the request of the 
          district.  Existing law requires districts that request and 
          agree to receive an emergency loan to agree to statutory terms 
          and conditions regarding repayment of the loan and the steps to 
          be taken to return the district to financial solvency.  

          If a district receives an emergency loan of up to 200% of its 
          recommended budget reserve, then the SPI is required to appoint 
          a trustee who has the authority to stay and rescind any action 
          of the district governing board and who serves until the loan is 
          repaid and the district has adequate fiscal systems and controls 
          in place.  If a district receives an emergency loan of more than 
          200% of its recommended budget reserve, then the SPI is required 
          to assume all legal rights, duties, and powers of the governing 
          board and to appoint an administrator to act on his or her 
          behalf in exercising this authority.  The administrator serves 
          under the direction and supervision of the SPI until terminated 
          by the SPI at his or her discretion and after consulting with 
          the county superintendent of schools.  The administrator is 
          authorized to do all of the following:

          1)Implement substantial changes in the fiscal policies and 
            practices of the district.

          2)Revise the educational programs of the district to reflect 
            realistic income projections and pupil performance relative to 
            state standards.

          3)Encourage all members of the school community to accept a fair 
            share of the burden of the fiscal recovery.

          4)Consult with the district's governing board, the exclusive 
            representatives of its employees, parents, and the community.

          5)Consult with and seek recommendations from the SPI, FCMAT, and 
            the county superintendent of schools.

          6)Enter into agreements on behalf of the district, subject to 
            the approval of the SPI, and change any existing district 
            rules, regulations, policies, or practices as necessary for 








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            the effective implementation of the district's recovery plans.

          The authority of the SPI and administrator continue until all of 
          the following occur:

          1)The administrator determines, after one year has elapsed since 
            the district accepted the emergency loan, that future 
            compliance by the district with the recovery plans is 
            probable.

          2)The SPI has approved all of the recovery plans and has 
            completed at least two reports identifying the district's 
            progress in implementing the plans.

          3)The administrator certifies that all necessary collective 
            bargaining agreements have been negotiated and ratified and 
            that they are consistent with the terms of the recovery plans.

          4)The district has completed all reports required by the SPI and 
            the administrator.

          5)The SPI determines that future compliance by the district with 
            the recovery plans is probable.

          All costs of the administrator and other related oversight and 
          monitoring activities are borne by the district.

           FISCAL EFFECT  :  Unknown.  This bill is keyed non-fiscal by the 
          Legislative Counsel.

           COMMENTS  :  When a district receives an emergency loan in excess 
          of 200% of its recommended reserve, the SPI, through an 
          appointed administrator, assumes all legal rights, duties, and 
          powers of the governing board.  This can lead to a sense of 
          alienation and disenfranchisement among the community that 
          elected the board and discourage qualified members of the 
          community from wanting to serve on the board.  Yet, an important 
          part of restoring the district to fiscal solvency is 
          strengthening community relations and engagement.  In some 
          cases, there can be a lack of trust between the community and 
          the "outside" state administrator.  Allowing the locally elected 
          governing board to conduct an advisory evaluation of the 
          administrator can be a way of holding the administrator 
          accountable to the local community and fostering positive 
          community engagement.








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           Analysis Prepared by  :    Rick Pratt / ED. / (916) 319-2087 


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