BILL ANALYSIS                                                                                                                                                                                                    �






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

          BILL NO:       AB 2362
          AUTHOR:        Conway
          AMENDED:       May 2, 2012
          FISCAL COMM:   Yes            HEARING DATE:  June 27, 2012
          URGENCY:       Yes            CONSULTANT:Daniel Alvarez

           SUBJECT  :  Education finance: necessary small high schools: 
          average daily 
                    attendance (ADA).
          
           SUMMARY 

          This bill, an urgency measure, continues the ability of three 
          school districts to count pupils in grades 7 and 8 when 
          calculating their necessary small school (NSS) high school 
          funding, as specified.

           BACKGROUND  

          Existing law defines a NSS as an elementary school with an 
          ADA of less than 101 or a high school with an ADA of no 
          greater than 300 in school districts that enroll a total of 
          less than 2,501 pupils. NSSs receive specified allowances 
          based upon the size of the small school as measured by number 
          of teachers and students and in lieu of revenue limited 
          funding (general purpose funding) that would usually be 
          allocated per pupil in attendance.  (Education Code � 42285)

          Statute also specifies necessary small elementary schools be 
          funded based on their ADA for K-8, excluding pupils who 
          attend a junior high school for grades 7 and 8.  Likewise, a 
          necessary small high school is funded on the basis of ADA for 
          grades 9-12.  

          Current law (AB 32 X1, Blumenfield, First Extraordinary 
          Session, Chapter 15, Statutes 2011),  provided, on a one-time 
          basis for the 2011-12 fiscal year, the ability of three 
          school districts to receive NSS funding, at the NSS high 
          school rate, for pupils in grades 7 and 8. (EC � 42285.5)

           ANALYSIS




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           This bill, an urgency measure  ; continues the ability of three 
          school districts to count pupils in grades 7 and 8 when 
          calculating their necessary small school (NSS) high school 
          funding, as specified, for the 2012-13 fiscal year.  

          More specifically, this bill modifies the necessary small 
          school funding formula to allow a school district that 
          claimed instructors and average daily attendance (ADA) for 
          pupils in grades 7 and 8 in the 2011-12 fiscal year to 
          continue doing so in the 2012-13 fiscal year for purposes of 
          calculating NSS high school funding.  This change would be 
          good for the 2012-13 fiscal year only.

          In addition, this bill specifies legislative intent that the 
          Superintendent of Public Instruction report to the 
          Legislature by February 1, 2013, recommending revisions to 
          the definition of NSS and reforms to the formula for funding 
          NSSs. 

           STAFF COMMENTS  

           1)   Need for the bill .  According to the author, "AB 32 X1 
               was a?stopgap measure to provide middle school funding 
               to necessary small schools. This bill measure is a 
               follow up to this issue and prevents disruption in the 
               educational programs to pupils in small school districts 
               by funding grades 7 and 8 in necessary small schools 
               during the 2012-13 fiscal year. Further, the change in 
               interpretation would have led to bankruptcy of these 
               schools.  Baker Valley Unified School District, for 
               instance, had relied on this funding for more than ten 
               years."

           2)   In 2011, State Department of Education (SDE)  determined 
               four school districts, subsequently amended down to 
               three school districts, receiving funding for necessary 
               small high schools had been misreporting grade 7 and 8 
               average daily attendance (ADA) in calculations for grade 
               9 through 12 ADA and receiving funding on that basis.  
               Existing law does not permit grade 7 and 8 ADA to be 
               included in the formula for funding necessary small high 
               schools.  Accordingly, the SDE determined those 
               districts could no longer be provided NSS funding for 
               grade 7 and 8 ADA, unless those pupils attended a 
               necessary small elementary school.




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                The three school districts found in violation of the 
               statute are listed below:


               -------------------------------------------------------- 
              |   District   |  County  |    School    |   Total NSS   |
              |              |          |              |    Funding    |
              |--------------+----------+--------------+---------------|
              |Baker Valley  |San       |Baker Jr.     |$515,549       |
              |Unified       |Bernardino|High          |               |
              |              |          |              |               |
              |--------------+----------+--------------+---------------|
              |Butte Valley  |Siskiyou  |Butte Valley  |$759,082       |
              |Unified       |          |Middle        |               |
              |--------------+----------+--------------+---------------|
              |Scott Valley  |Siskiyou  |Scott Valley  |$1.24 million  |
              |Unified       |          |Junior High   |               |
               -------------------------------------------------------- 

           3)   Legislative Analyst's Office report.   In May 2011 the 
               Legislative Analyst's Office (LAO) released a report on 
               small school districts entitled, "How Small Is Too 
               Small:  An Analysis of School District Consolidation."  

               The LAO report concluded "small districts still tend not 
               to pursue consolidation. In large part, this is because 
               the state provides both fiscal incentives for districts 
               to remain small and certain disincentives for districts 
               to consolidate. Specifically, the state encourages 
               districts (and schools) to remain small by providing 
               them substantial funding advantages.  These benefits are 
               especially evident in very small school districts, which 
               on average receive more than twice as much funding per 
               pupil compared to midsize and large districts. "

               Furthermore, the LAO indicates "?presumably, the goal of 
               the NSS supplement is to enable exceptionally small 
               schools to operate in remote areas of the state so that 
               children do not have to spend excessive time in transit. 
                These funds, however, also are subsidizing very small 
               schools that qualify not because they are geographically 
               isolated, but simply because the local community has 
               chosen to maintain a small single-school district.  
               Because the current statutory definition of whether a 
               school is 'necessarily small' does not require looking 




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               beyond district boundaries, single-school districts can 
               qualify for the additional funding even if there is 
               another public school just down the street-provided that 
               school is in another district."

           4)   Without NSS funding these districts may face difficult 
               financial circumstances  .  For example, Baker Valley 
               Unified school district, with a total budget of $2.7 
               million, has received a qualified certification from the 
               State Department of Education as of May 21, 2012.  A 
               qualified certification is assigned to a local 
               educational agency when it is determined that, based 
               upon current projections, the LEA may not meet its 
               financial obligations for fiscal year 2011-12, 2012-13, 
               or 2013-14.  However, over 165 school districts of 
               varying budget size have been identified as qualified 
               certification.  
                
                As school districts teeter on the edge of fiscal 
               insolvency, it is critical that they pursue all avenues 
               available to them for obtaining fiscal relief, including 
               relief from any deferrals that may have a significant 
               impact on their cash flow and the provision of timely 
               educational services.  However, staff could not 
               determine whether any of the three school districts that 
               are seeking exception to current law have pursued relief 
               from intra-or inter year deferrals.  If the committee 
               wishes to move this measure, staff recommends an 
               amendment that requires any school district impacted by 
               this measure to pursue any available funding deferral 
               exemptions that they may be eligible for. 

           5)   The Assembly Appropriations Committee  indicates this 
               measure would result in loss of foregone General Fund 
               (Proposition 98) savings of approximately $2.5 million 
               in NSS funding by allowing three school districts to 
               continue claiming ADA for pupils in grades 7 and 8, as 
               specified.

           SUPPORT  

          Baker Valley Unified School District
          Butte Valley Unified School District
          California Teachers Association
          Siskiyou County Office of Education
          Small School Districts' Association




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           OPPOSITION

           None on file.