BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  SB 172
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          Date of Hearing:   June 13, 2012

                           ASSEMBLY COMMITTEE ON EDUCATION
                                Julia Brownley, Chair
                      SB 172 (Huff) - As Amended:  June 6, 2012

           SENATE VOTE :   35-0
           
          SUBJECT  :   School districts: Open Enrollment Act.

           SUMMARY  :   Modifies the Open Enrollment Act by changing the term 
          "low-achieving school" to "enrollment opportunities school;" 
          and, changes the application deadline for a parent to transfer 
          their child to another school from January 1 to January 5.

           EXISTING STATE LAW  :  

           1)Open Enrollment Act  : The Open Enrollment program (OE) allows 
            any pupil enrolled in one of 1000 schools identified by the 
            Superintendent of Public Instruction (SPI) as low achieving to 
            enroll in a higher performing school anywhere in the state.  
            The list of 1000 schools is established by ranking schools 
            based on the academic performance index (API), making the 
            following exclusions from the list: county community schools, 
            community day schools, juvenile court schools, charter 
            schools, any school that would make a school district have 
            more than 10% of its schools in the program, and any school 
            that would disrupt the balance of elementary, middle and high 
            schools ranked in decile one based on the API in the 2008-09 
            school year.  Districts of enrollment (DOE) are required to 
            ensure that communications to parents do not target individual 
            families or neighborhoods.  DOEs are authorized to adopt 
            written standards for acceptance and rejection of 
            applications, including consideration of adverse financial 
            impact pupil transfers may have on a school district; and, 
            requires that the standards adopted by the DOE for accepting 
            or rejecting student transfers not include consideration of a 
            pupil's family income, or any of the individual 
            characteristics set forth in Education Code Section 200, and 
            encourages districts to keep records on the personal 
            characteristics of students that transfer under this program.  
            The SPI is required to contract for an independent evaluation 
            of the program, and provide the final report of the evaluation 
            to the Legislature, Governor, and state board of education 
            (SBE) on or before October 1, 2014.  (Education Code 








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            48350-48361)

           2)Open Enrollment Regulations  : The State Board of Education 
            adopted regulations which specify the following with regard to 
            the process for identifying schools eligible for the OE 
            program:
             a)   Schools with less than 100 valid scores reported on the 
               2009 Base API data file are excluded.
             b)   Because of the required ratio, 687 of the 1,000 on list 
               are elementary schools, 165 are middle schools, and 148 are 
               high schools.
             c)   Creating the list starts with the identification of the 
               elementary middle and high schools that have the lowest API 
               scores within the criteria described above.  This list is 
               ranked from lowest API score to highest API score.  When a 
               school district on the list has reached its 10% cap, the 
               district's schools with the highest API scores are dropped 
               from the list until the district has no more than 10% of 
               its schools on the list.  Schools with the next lowest API 
               scores remaining in the pool are then added to create the 
               next list of 1,000 schools that maintains the required 
               ratio of schools.  This process continues until a final 
               list of 1,000 schools is achieved that both maintains the 
               ratio of 68.7% elementary schools, 16.5% middle schools, 
               and 14.8% high schools and does not exceed any district's 
               10% number of schools. Schools that are closed are exempt.  
               (Title 5 of the California Code of Regulations, � 4701 - 
               4703)

           3)District of Choice  : Under the District of Choice (DOC) 
            program, a school board may declare the district to be a DOC 
            willing to accept a specified number of inter-district 
            transfers.  The DOC program provides protections against 
            districts targeting students in specific residential 
            neighborhoods, on the basis of a child's actual or perceived 
            academic or athletic performance or any other personal 
            characteristic.  A DOC may reject the transfer of a pupil if 
            the transfer of that pupil would require the district to 
            create a new program to serve that pupil, except that a DOC 
            shall not reject the transfer of a special needs pupil, 
            including an individual with exceptional needs, and an English 
            learner.  DOCs are required to collect specific data about the 
            students who transfer to their district and report that data 
            to surrounding districts and to the state.  This data is 
            required to be reported annually to the Legislature and the 








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            Governor, and the Legislative Analyst's Office (LAO) is 
            required to prepare a comprehensive evaluation of the program. 
             (Education Code 48300-48316)

           EXISTING FEDERAL LAW  :

          1)Requires schools identified under program improvement (PI) to 
            provide pupils the option to transfer to another school within 
            the district that has not been identified for PI.  Requires 
            school districts, where schools within the district have been 
            identified for PI, to provide transportation for pupils who 
            transfer to other schools within the school district. 

          2)Requires school districts identified for corrective action to 
            authorize pupils to transfer from a school operated by the 
            school district to another higher performing school operated 
            by another school district, and provide transportation for the 
            pupil to that school.  The obligation of the school district 
            to provide transportation for the pupil ends at the end of the 
            school year if a school district determines that the school 
            from which a pupil transferred is no longer identified for PI. 
             

           FISCAL EFFECT  :   This bill is keyed non-fiscal. 

           COMMENTS  :  This bill makes changes to the Open Enrollment 
          program by changing the term "low-achieving school" to 
          "enrollment opportunities school" and, changes the application 
          deadline for a parent to transfer their child from January 1 to 
          January 5.  The bill does not make any substantive changes to 
          the OE program.

          According to the author, the Open Enrollment Act requires the 
          Department of Education to create a list of 1,000 schools that 
          are required to offer parents the option to transfer to any other 
          school of their choice - even schools outside of their resident 
          school district.  Schools on the list of 1,000 are currently 
          deemed "low-achieving."  Some school districts have raised 
          concerns that the "low-achieving" label may be discouraging. The 
          Open Enrollment Act was never intended to be a punitive program.  
          Instead, it was intended to be an opportunity for parents to 
          transfer to a better performing school.  School choice, not 
          subjective labels, is the underlying purpose of the Open 
          Enrollment Act.  SB 172 would make a technical change to the Open 
          Enrollment Act by changing the name of "low-achieving" schools to 








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          a less judgmental and more benign title of "enrollment 
          opportunities" school.  

          Some school districts have raised concerns about being identified 
          as "low achieving," particularly those schools with API scores in 
          the 700's and above. Many observers would agree that schools with 
          API scores in the 700's do not deserve to be labeled 
          low-achieving. Most school districts that have concerns about the 
          OE program, however, are more concerned about the specific policy 
          elements of the OE program and how those policies are impacting 
          their districts on the local level, and districts are not as 
          concerned with the label that schools are given.  With this in 
          mind, the committee should consider whether changing some of the 
          larger policy concerns with the OE program should be a higher 
          priority than merely changing the name given to the schools 
          identified for the program.  Below is a history of the larger 
          policy concerns that have been raised about the OE program by 
          this committee.

           Ongoing Open Enrollment Program Concerns :  When the Assembly 
          Education Committee heard SB 4 X5 (Romero), which established 
          the OE program, the following concerns were expressed and 
          continue to persist:
          1)The DOC program, on which the OE program is modeled, includes 
            several safeguards that are not included in the OE program.  
            The committee should consider whether to include the same 
            safeguards in the OE program that exist for the DOC program, 
            which include: 
             a)   Including a sunset date for the program, so the 
               Legislature can consider the results of the evaluation and 
               decide whether to continue the program based on those 
               results.
             b)   Specifying explicitly that a district of enrollment may 
               not reject the transfer of a special needs pupil, and an 
               English learner.
             c)   Requiring each district of enrollment to keep records 
               of: 1) The number of requests granted, denied, or withdrawn 
               as well as the reasons for the denials; 2) The number of 
               pupils transferred out of the district; 3) The number of 
               pupils transferred into the district; and, 4) The race, 
               ethnicity, gender, self-reported socioeconomic status, and 
               the school district of residence of each of the pupils 
               described above.  
             d)   Requiring the information listed above to be reported to 
               the governing board of the district of enrollment and to 








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               each school district that is geographically adjacent to the 
               district of enrollment, the county office of education in 
               which the district is located, the SPI, and the Department 
               of Finance (DOF). 
             e)   Requiring the information listed above to be annually 
               reported to the Legislature and the Governor.
          2)It is unclear whether the OE program requires districts of 
            enrollment to accept any transfers under this program.  The 
            program specifies that a district can create standards for 
            accepting and rejecting students, and provides protections for 
            discrimination against individual students, but the program 
            may not prohibit a school district from rejecting all 
            transfers under this program.  For example, could a district 
            create a policy that says they will not accept any transfers 
            and/or could a district create a policy that rejects all 
            students from a specific district or school?  
          3)Existing law excludes charter schools from the list of schools 
            required to participate in the open enrollment program.  Of 
            the 945 schools ranked in decile one based on the API in 
            2008-09, there were 103 charter schools.  This means that 103 
            of California's lowest achieving charter schools are be 
            excluded from the open enrollment program and an equal number 
            of higher achieving traditional public schools are required to 
            participate in this program.  Since charter school pupils who 
            leave a charter school only have enrollment rights in their 
            district of residence, this exclusion will limit the 
            opportunity for charter school students to move to a 
            higher-performing school if they choose to leave their low 
            performing (charter) school.  There is no clear rationale for 
            limiting the opportunity for charter school pupils to leave a 
            low-performing school, and treating charter pupils differently 
            than non-charter pupils in this respect.

          Further, when this committee passed AB 47 (Huffman), the 
          committee supported the following policy changes to the OE 
          program. The committee should consider whether these changes 
          should be included in this bill.
          1)Prohibit schools to be on the OE list if the school has an 
            Academic Performance Index (API) score of 700 or above or if 
            the school has prior year API growth of 50 points or more.
          2)Clarify the means by which the Superintendent of Public 
            Instruction (SPI) shall calculate the maximum number of 
            schools that a local educational agency (LEA) may have on the 
            OE list.
          3)Specify that county offices of education (COEs) operating a 








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            special education program and state special schools shall not 
            be included on the OE list.
          4)Authorize charter schools to be included on the OE list.
          5)Specify that a school shall only be identified for the OE 
            program if the school is identified on the list for two 
            consecutive years.
          6)Specify that a school district of enrollment (DOE) shall not 
            reject the transfer of an individual with exceptional needs or 
            an English learner if he or she is randomly selected through a 
            lottery.
          7)Require each DOE to keep transfer records; require the records 
            to be reported to the governing board of the district of 
            enrollment, to each school district that is geographically 
            adjacent to the district of enrollment and to the COE in which 
            the district is located by May 15 each year; require, by May 
            15 of every other year, the school district to report the 
            records to the SPI; and, require the SPI to annually report to 
            the Legislature and the Governor.
          8)Establish a sunset date for the OE program of July 1, 2015, 
            and repeal the program as of January 1, 2016.

          The Senate Education Committee analysis raised the following 
          valid concerns: 
           Prior policy discussions on Open Enrollment  .  The discussions 
          around the purpose of enacting an Open Enrollment policy was 
          generally to allow pupils attending low-performing schools, as 
          specified, to attend schools in a different district and 
          allowing parents another option beyond the current transfer 
          policies.   As a result, open enrollment had vigorous debate on 
          the implications for not only the lowest-performing schools, but 
          also the implications on receiving districts of enrollment.   
           
           By changing the name of "low-achieving school" to "open 
          enrollment school" �"enrollment opportunities school"] (1) the 
          connection with the original statute is significantly diluted - 
          no mention of "low-achieving school" will remain in the Act and 
          a rationale for passage of open enrollment will vanish; and (2) 
          it may create more confusion to parents and pupils as the name 
          changes.

           Meaningful change?   While this measure attempts to change the 
          labeling of schools that are affected by the Open Enrollment 
          Act, it does not provide a policy change to the eligibility 
          criteria used to identify the 1,000 schools impacted by the Act. 
           








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           Schools that object to "low-achieving "status have 
          administrative recourse, under Education Code section 33050, 
          schools can request a waiver from the Open Enrollment Act.  
          Since September 2010, 135 schools identified on the open 
          enrollment list have requested a waiver from the State Board of 
          Education, which would allow them to be removed from this list.  
          According to the California Department of Education, 134 waivers 
          were deemed approved and one waiver that did not garner the 
          required votes for passage, but will heard at the SBE July 2012 
          board meeting. 

          If there is a concern the eligibility criteria for identifying 
          "low-achieving" schools is unwarranted or punitive or that some 
          schools are being mislabeled, this bill does nothing to create a 
          meaningful policy change.  

           Arguments in Support  :  Valle Lindo School District supports the 
          bill and states, "Our school district has received the benefits 
          of the Open Enrollment Act, as we continue to welcome students 
          from low-achieving schools and school districts to receive their 
          education in our district.  Because "school choice" (not 
          subjective labels), is the underlying purpose of the Open 
          Enrollment Act, SB 172 would not minimize the impact of the Open 
          Enrollment process nor diminish the effect of "school choice."
           
           EdVoice supports the bill and states, "The bill would make clear 
          to parents and schools that the technical mechanism and ultimate 
          purpose of establishing a list of schools is to identify 
          eligible applicants and provide additional voluntary public 
          school options for those students.  The list is not purposed as 
          a mechanism to dull the reputation of the educational programs 
          in the home schools in which the eligible student is or would 
          otherwise be mandatorily assigned. 
           
          Arguments in Opposition : The Association of California School 
          Administrators (ACSA) opposes the bill and states, "SB 172 is 
          intended to make schools districts feel better about themselves 
          if the name of the program is changed (but the formula will not 
          change) so when they notify parents they can leave the district 
          for any district in the state, it will be just because they got 
          caught up in a formula or "lottery" of sorts and are not really 
          failing. Candidly this bill does little if anything to alleviate 
          the frustration of superintendents statewide or address the 
          fatal flaws of this program. The real energy in our view should 








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          be to study the outcomes of this program and either fix the 
          flaws or sunset the program.  Because of the flaws of SB 172 
          many school districts have sought waiver relief from the State 
          Board to be taken off the list. To the disappointment and dismay 
          of many superintendents considerable time, money and energy to 
          fight for the right to be off the Open Enrollment List, Senator 
          Huff and his staff have come before the State Board to oppose 
          such relief even when the schools are high performing. Why is 
          that the case if there is interest in removing the stigma? Our 
          biggest concern with the intention of SB 172 is once the name 
          changes than the State Board will not consider waivers."

          The Small School Districts'' Association (SSDA) opposes the bill 
          and states, SB 172 would redefine the schools that are 
          identified as low-performing to be open enrollment schools 
          without changing the flawed methodology for determining which 
          schools are subject to the current law provisions. SSDA opposes 
          current law and, therefore, opposes SB 172 which exacerbates the 
          discriminating current law effect on small school districts.  
          Current law discriminates against small school districts with 
          high Academic Performance Index results. This bill would do 
          nothing to change that discrimination. Current law also 
          discriminates against low-income families who cannot afford 
          transportation from one school district to another school 
          district. It effectively helps high achieving students in high 
          income families compared to low-achieving students with hard 
          working but low-income parents. Current law does not appear to 
          help the students most in need of help.

           Previous Legislation  : AB 47 (Huffman), from 2011, among other 
          things, would have modified the Open Enrollment Act to exempt 
          schools with Academic Performance (API) scores of at least 700, 
          schools with at least 50 points growth in the prior year, and 
          certain special education schools.  This measure was vetoed with 
          the following message:

               This bill modifies the eligibility criteria used to 
               identify schools under the Open Enrollment Act which was 
               enacted last year to provide parents with enrollment 
               options in 1000 public schools that fail to meet defined 
               student academic achievement criteria.

               The bill increases the threshold for identifying open 
               enrollment schools to exclude schools that score above 700 
               on the Academic Performance Index for two consecutive 








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               years. The California Department of Education estimates 
               that based on the revised criteria only 150 schools would 
               be included in the new list of schools. I believe that the 
               proposed changes go too far and would undermine the intent 
               of the original law.

               The State Board of Education has administrative authority 
               to exempt schools from the Open Enrollment Act that 
               document strong student academic achievement.  I expect the 
               Board will thoughtfully exercise this authority and believe 
               we should carefully review the implementation effects of 
               the program before making significant changes.

          SB 4 X5 (Romero) from 2010, created the Open Enrollment program, 
          which allows any pupil enrolled in one of 1000 schools 
          identified by the SPI as low achieving to enroll in a higher 
          performing school anywhere in the state, as specified. 

          SB 266 (Huff) from 2009 would have enacted the Open Enrollment 
          Act for the purpose of allowing pupils attending low-performing 
          schools, as specified, to attend schools in a different 
          district.  This bill was held in Senate Appropriations 
          Committee.

           REGISTERED SUPPORT / OPPOSITION  :

           Support 
           
          American Civil Liberties Union
          EdVoice
          Valle Lindo School District
           
            Opposition 
           
          Association of California School Administrators
          Small School Districts' Association


           Analysis Prepared by  :    Chelsea Kelley / ED. / (916) 319-2087