BILL ANALYSIS                                                                                                                                                                                                    �






                          SENATE COMMITTEE ON EDUCATION
                              Alan Lowenthal, Chair
                             2011-12 Regular Session
                                         

          BILL NO:       SB 355
          AUTHOR:        Huff
          AMENDED:       May 4, 2011
          FISCAL COMM:   No             HEARING DATE:  May 11, 2011
          URGENCY:       No             CONSULTANT:Beth Graybill

           SUBJECT  :  Education employment:  Certificated employees.
          
           SUMMARY   

          This bill authorizes the governing board of a school district 
          to evaluate and assess the performance of certificated 
          employees using a multiple-measures evaluation system, 
          authorizes school districts to make specified employment 
          decisions based on teacher performance, and expands the 
          reasons districts may deviate from the order of seniority in 
          terminating and reappointing teachers, as specified.  

           BACKGROUND  

          Existing law, the Stull Act, requires school districts to 
          evaluate and assess teacher performance as it reasonably 
          relates to the following:  

             1)   The progress of pupils toward district-adopted 
               standards of pupil achievement and pupil performance on 
               criterion referenced tests.  

             2)   Instructional techniques and strategies used by the 
               employee.  

             3)   The employee's adherence to curricular objectives.  

             4)   The establishment and maintenance of a suitable 
               learning environment within the scope of the employee's 
               responsibilities.  

          The Stull Act also prohibits the use of publishers' norms 
          established by standardized tests in the evaluation and 
          assessment of certificated employee performance.  (EC � 
          44662)




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          Existing law specifies that an employee who receives an 
          unsatisfactory rating in the area of teaching methods or 
          instruction may be required to participate in a program 
          designed to improve the employee's performance and to further 
          pupil achievement and the instructional objectives of the 
          employing authority.  Teachers who receive an unsatisfactory 
          rating on an evaluation are required to participate in the 
          Peer Assistance and Review (PAR) Program if their district 
          offers such a program.  
          (EC � 44664)  

          Existing law exempts certificated personnel who are employed 
          on an hourly basis in adult education classes from Article 11 
          of Part 25, Chapter 3, of the Education Code concerning the 
          evaluation and assessment of performance of certificated 
          employees.  (EC � 44660)  

          Existing law requires school districts undergoing layoffs to 
          terminate certificated employees in the inverse order in 
          which they were employed.  Current law permits districts to 
          deviate from the order of seniority if:  

             1)   The district demonstrates a specific need to teach a 
               specific course or course of study, or to provide 
               services authorized by certain services credentials and 
               the retained individual has the specific experience or 
               training required to meet that need, or 

             2)   For purposes of maintaining or achieving compliance 
               with constitutional requirements related to equal 
               protection of the laws.  (EC � 44955)

          When a district is undergoing a layoff, existing law requires 
          the governing board to assign and reassign teachers according 
          to their seniority and qualifications.  A teacher must pass a 
          subject matter competency test prior to being assigned to 
          teach a subject he or she has not previously taught and for 
          which he or she doesn't have the appropriate background or 
          teaching credential.  (EC � 44955)  

          Existing law specifies that for a period of 39 months from 
          the date of termination, a permanent teacher, who in the 
          meantime has not turned 65, has preferential rights to 
          reappointment and substitute service in order of seniority.  
          Existing law provides probationary employees preferred rights 
          for a period of 24 months.  
          (EC � 44955, � 44956, and � 44957)  



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          Existing law specifies that a teacher has the right to refuse 
          to submit to any evaluation or survey conducted by the school 
          district concerning personal values, attitudes, and beliefs, 
          sexual orientation, political affiliations or opinions, or 
          critical appraisals of other individuals with whom the 
          teacher has a family relationship.  
          (EC � 49091.24)

          Existing law expresses the intent of the Legislature that the 
          Public Schools Accountability Act (PSAA) Advisory Committee 
          consider various ways to measure performance levels of cohort 
          growth in which each pupil, subgroup, school, and school 
          district make at least one year's academic growth in one 
          year's time and whether that growth is sufficient to reach a 
          performance level of proficient within the timeframes 
          specified in the state's approved accountability plan 
          required pursuant to the Elementary and Secondary Education 
          Act (ESEA).  It further requires any measure of annual 
          academic achievement growth by cohort approved for inclusion 
          in the Academic Performance Index (API) or adopted through a 
          state plan pursuant to the federal Elementary and Secondary 
          Education Act as a requirement of receiving or allocating 
          federal funds to  utilize a growth model in the public domain 
          that is not proprietary, be able to be replicated by an 
          independent statistician, and be able to be fully and 
          accurately explained in a document made available to the 
          public.  (EC � 52052.6)



           ANALYSIS  

           This bill  :

          1)   Authorizes the governing board of a school district to 
               additionally evaluate and assess the performance of all 
               certificated employees pursuant to a system of 
               evaluation established by the district that meets all of 
               the following criteria:  

               a)        The system shall define a rigorous, 
                    transparent, and fair multiple-measures evaluation 
                    system for both teachers and principals and shall 
                    involve the development and adoption by the 
                    governing board of objective evaluation and 
                    assessment guidelines.  



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               b)        All certificated employees of the school 
                    district are subject to the system of evaluation 
                    and assessment, except for employees who are 
                    employed on an hourly basis in adult education 
                    classes.  

               c)        Specifies that "multiple-measures evaluation 
                    system" is a teacher and principal evaluation 
                    system that uses multiple research-validated 
                    approaches to measuring effectiveness, including 
                    the measures specified in this section.  Requires 
                    the evaluation system to include a quantitative 
                    pupil academic achievement growth component that 
                    constitutes at least 30 percent of the overall 
                    teacher and principal effectiveness measure.  

          2)   Specifies that the system of evaluation applies to the 
               county superintendent of schools and the employees of 
               schools conducted or maintained by the county 
               superintendent of schools.  

          3)   Specifies that notwithstanding any other law, a school 
               district, county office of education or charter school 
               may assign, reassign, and transfer teachers and 
               administrators based on effectiveness and subject matter 
               needs without regard to years of service.  

          4)   Deletes the requirement that school districts make 
               assignments and reassignments in a manner that employees 
               shall be retained to render service which their 
               seniority and qualifications entitle them to render.  

          5)   Deletes the requirement that an employee must pass a 
               subject matter competency test prior to being assigned 
               or reassigned to teach a subject they have not 
               previously taught or have the appropriate background or 
               teaching credential.  

          6)   Specifies that a district may deviate from the order of 
               seniority for purposes of maintaining or achieving 
               compliance with constitutional requirements related to 
               equal protection of the laws as it applies to pupils.  

          7)   Adds provisions to existing law authorizing a district 
               to deviate from the order of seniority in the layoff and 
               reappointment of certificated employees:  



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               a)        Specifies a district may deviate from the 
                    order of seniority on the basis of performance 
                    evaluations provided that the district has 
                    implemented an evaluation and assessment process as 
                    provided in this bill and employees with superior 
                    evaluations are retained over those with inferior 
                    evaluations.  

               b)        Specifies a district may deviate from the 
                    order of seniority on the basis that the employee 
                    is assigned to a school site that has been selected 
                    by the governing board for exemption from 
                    certificated reductions in force, based upon the 
                    needs of the educational program.  

          8)   Prohibits a district that deviates from the order of 
               seniority for purposes of terminating an employee, from 
               taking into consideration whether an employee has 
               exercised collective bargaining and grievance rights; 
               prohibits a school district from deviating from the 
               order of seniority if the employee has 18 months or less 
               from his or her date of retirement or is on medical 
               leave.  

          9)   Authorizes a district to deviate from the order of 
               seniority in reappointing or offering substitute service 
               to a certificated employee who has been laid off for any 
               of the following reasons:  

               a)        The school district demonstrates a specific 
                    need for personnel to teach a specific course or 
                    course of study or to provide services authorized 
                    by a services credential, as specified.  

               b)        For purposes of maintaining or achieving 
                    compliance with constitutional requirements related 
                    to equal protection of the laws as it applies to 
                    pupils.  

               c)        On the basis of performance evaluations if the 
                    district has implemented an evaluation and 
                    assessment process as specified and if employees 
                    with superior evaluations are offered the 
                    opportunity for substitute service over those with 
                    inferior evaluations.  




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          10)  Makes other technical and non-substantive changes.  

           STAFF COMMENTS  

           1)   Need for the bill  :  The state's fiscal crisis has 
               required most school districts to make difficult budget 
               adjustments, including reductions to their teaching 
               workforce.  According to the author's office, the 
               state's current "seniority first" system limits the 
               flexibility of school districts to make staffing 
               decisions that are in the best interest of schools and 
               the students they serve.  Layoffs must abide by the rule 
               of "Last In, First Out" in which certificated teachers 
               must be released in the inverse of the order in which 
               they were hired; assignments, reassignments, and 
               transfers are determined on the basis of seniority; and 
               substitute jobs and vacancies must be offered first to 
               laid-off teachers who have the most seniority, all 
               without regard to the effectiveness of the teacher or 
               the needs of the students.  Many argue that these 
               policies disproportionately affect students attending 
               low-achieving schools and schools in low-income, 
               high-poverty communities, not only because these schools 
               tend to have an overconcentration of low-seniority 
               teachers, but also because teachers with more seniority 
               tend to transfer to higher performing schools.  SB 355 
               modifies the seniority first system by authorizing 
               school districts to implement a multiple-measures 
               evaluation system and by authorizing districts that 
               choose to implement the prescribed system to consider an 
               employee's performance when making layoff and 
               reappointment decisions.  

           2)   Evaluation and assessment system .  Many teachers and 
               administrators note that evaluation procedures in most 
               districts help neither teachers nor schools focus on 
               improving practice.  A recent policy brief from the 
               Center for the Future of Teaching and Learning (CFTL) 
               noted that teacher evaluation is typically a 
               compliance-oriented process that provides little 
               substantive support to teachers and is an ineffective 
               mechanism for strengthening teacher quality.  The CFTL 
               noted specific components of an improved evaluation 
               system would include making teacher evaluation 
               multi-dimensional, including student performance 
               assessment and outcome measures; strengthening training 
               that principals and others receive to conduct 



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               evaluations; increasing the amount of time principals or 
               others have allotted for conducting evaluations; and 
               linking evaluation feedback to professional development 
               opportunities to strengthen practice.  

          This bill authorizes school districts and county offices of 
               education to evaluate and assess the performance of all 
               certificated employees using a multiple-measures 
               evaluation system that includes quantitative pupil 
               academic achievement growth would be at least 30% of the 
               overall measure of effectiveness.  As the state does not 
               currently have statewide assessments that measure annual 
               growth, districts would presumably need to develop their 
               own.  Could this result in a patchwork of assessments 
               that may or may not be a consistent across districts?  
               Is the proposed evaluation system too prescriptive for 
               some districts, particularly those that are using an 
               evaluation system that meets their local needs?  

          Since all certificated employees in a district would be 
               subject to the evaluation system, how would pupil 
               academic growth be measured in teachers who do not have 
               direct instructional responsibilities (such as a mentor 
               teachers or an assistant superintendent of curriculum) 
               or who teach pupils or subjects that are not tested, 
               such as kindergarten teachers or CTE teachers?  Given 
               that the state's accountability system and related 
               assessments may evolve to be aligned with the common 
               core standards initiative and a reauthorized Elementary 
               and Secondary Education Act (ESEA) would it make sense 
               to wait and develop a teacher evaluation system that is 
               aligned with those initiatives?  


           3)   Use of assessments in evaluation  .  In addition to 
               authorizing school districts that implement the 
               prescribed evaluation system to consider a teacher's 
               performance in making layoff and reappointment 
               decisions, it appears this bill authorizes school 
               districts, county offices of education, and charter 
               schools to assign, reassign, and transfer teachers and 
               administrators based on effectiveness and subject matter 
               needs without regard to service, whether or not the 
               district first adopts the assessment system prescribed 
               by this bill.  

          Given the "high stakes" decisions that could be made on the 



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               basis of performance, it will be critical for governing 
               boards to ensure that their evaluation systems are fair, 
               valid, and reliable.  Each component of the system would 
               need to be a valid and reliable measure of teacher 
               effectiveness in order to ensure that a satisfactory 
               rating in one school within the district is equal to a 
               satisfactory rating in another school.  Such a ranking 
               system should involve significant and on-going training 
               of evaluators and could require costly validation 
               studies to ensure that any student assessments used for 
               purposes of the evaluation system are valid and 
               reliable.  

          It is unclear whether teachers who are referred to the Peer 
               Assistance and Review program as a result of their 
               evaluation would have the opportunity to improve their 
               practice before a district could use the evaluation in 
               making employment decisions.  

           4)   Equal protection clause  ?  Current law authorizes a 
               school district to deviate from the order of seniority 
               for purposes of maintaining or achieving compliance with 
               constitutional requirements related to equal protection 
               of the laws.  This bill narrows that provision by 
               specifying only to the extent it applies to pupils.  In 
               issuing the preliminary injunction order in Reed v. Los 
               Angeles Unified School District, Judge William F. 
               Highberger noted that the plain language of this statute 
               "clearly applies to a situation in which layoffs would 
               result in a violation of students' equal protection 
               rights."  Notwithstanding this finding, could narrowing 
               this provision reduce equal protections that may apply 
               to teachers in the layoff process?  Given the court's 
               ruling, is it necessary to amend this provision of law?  


           5)   Related and prior legislation  .  

          SB 257 (Liu) encourages school districts to include in its 
               evaluation and assessment guidelines, specific 
               information relating to current best teaching practices 
               in all subject areas and authorizes a school district to 
               include additional criteria into the evaluation and 
               assessment of certificated employees for the purpose of 
               improving instruction.  This bill was passed by this 
               Committee on April 27, 2011 on a 9-0 vote.




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          AB 5 (Fuentes) commencing with the 2012-13 school year, 
               requires school districts by mutual agreement with the 
               local bargaining unit, to develop a teacher evaluation 
               system that includes evidence of teaching effectiveness 
               as compared to the California Standards for the Teaching 
               Profession, evidence of effectiveness as measured by 
               assessment data, including assessments under the 
               Standardized Testing and Reporting program, evidence of 
               effectiveness in teaching the English Language 
               Development Standards, as specified, and multiple 
               observations of teacher instruction by trained 
               administrators and peers.  This measure passed the 
               Assembly Education Committee on an 8-2 vote and is 
               pending in the Assembly Appropriations Committee.  

          AB 48 (John Perez) specifies that the procedures to be used 
               for evaluation of certificated employees shall be 
               subject to specified provisions of law regarding the 
               scope of representation by the exclusive representative 
               of certificated employees and requires governing boards 
               to consult with the exclusive representative of 
               certificated employees with respect to all other matters 
               related to the evaluation.  This measure was passed by 
               the Assembly Education Committee on a 7-3 vote and is 
               pending in the Assembly Appropriations Committee.  

          AB 1034 (Gatto)  eliminates the age limit of 65 years and 
               temporarily eliminates, until July 1, 2015,  the 
               39-month limitation for employees terminated commencing 
               with the 2007-08 school year.  This measure is pending 
               in the Assembly Appropriations Committee.  

          AB 1372 (Norby) authorizes evaluation and assessment of 
               certificated employees to include the use of publishers' 
               norms established by standardized tests and would 
               additionally require publisher of the Standardized 
               Testing and Reporting System to provide the test results 
               for each class and the name of the teacher who provided 
               instruction for that class to the CDE and would require 
               the CDE to post this information in the Internet as 
               specified.  This measure is pending in the Assembly 
               Education Committee.  

          SB 266 (Dutton) deletes a current provision in law that 
               requires a laid-off teacher who substitute teachers for 
               any 21 days or more out of 60 schooldays to be 
               compensated at their former per diem rate of pay.  This 



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               measure is scheduled to be heard by this Committee on 
               May 11, 2011.

          SB 955 (Huff, 2010) would have made various changes to 
               statutes governing staffing notification deadlines, 
               layoff and dismissal procedures, and reemployment 
               preferences pertaining to certificated educators.  This 
               bill was heard and passed by this Committee on a 5-4 
               vote and was subsequently held by the Senate Rules 
               Committee.  

          SB 1655 (Scott, Chapter 518 2006)  prohibits a school 
               district from transferring a teacher who requests to be 
               transferred to a school that is ranked in deciles 1 to 3 
               inclusive, on the Academic Performance Index if the 
               principal of the school refuses to accept the transfer.  
               This measure was passed by this Committee on an 11-0 
               vote.  




           SUPPORT
           
          Brea Chamber of Commerce
          California Chamber of Commerce
          Clovis Unified School District
          Congress of Racial Equality of California 
          Lompoc Unified School District Superintendent of Schools
          Los Angeles Mayor, Antonio R. Villaraigosa
          Newhall School District
          Orange County Department of Education 
          Palmdale School District
          Parent Revolution
                    Small School Districts' Association 
          Letters from Individuals

           OPPOSITION
           
          American Federation of State, County and Municipal Employees, 
          AFL-CIO
          California Association of Psychiatric Technicians
          California Federation of Teachers
          California Labor Federation
          California Professional Firefighters
          California Teachers Association
          Letter from an individual



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