BILL ANALYSIS                                                                                                                                                                                                    �



                                                                      



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          |SENATE RULES COMMITTEE            |                   SB 547|
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                              UNFINISHED BUSINESS


          Bill No:  SB 547
          Author:   Steinberg (D)
          Amended:  8/31/11
          Vote:     21

           
           SENATE EDUCATION COMMITTEE  :  7-3, 4/27/11
          AYES:  Lowenthal, Alquist, Hancock, Liu, Price, Simitian, 
            Vargas
          NOES:  Runner, Blakeslee, Huff
          NO VOTE RECORDED:  Vacancy

           SENATE APPROPRIATIONS COMMITTEE  :  6-2, 5/26/11
          AYES:  Kehoe, Alquist, Lieu, Pavley, Price, Steinberg
          NOES:  Walters, Runner
          NO VOTE RECORDED:  Emmerson

           SENATE FLOOR  :  25-14, 6/1/11
          AYES:  Alquist, Calderon, Corbett, Correa, De Le�n, 
            DeSaulnier, Evans, Hancock, Hernandez, Kehoe, Leno, Lieu, 
            Liu, Lowenthal, Negrete McLeod, Padilla, Pavley, Price, 
            Rubio, Simitian, Steinberg, Vargas, Wolk, Wright, Yee
          NOES:  Anderson, Berryhill, Blakeslee, Cannella, Dutton, 
            Fuller, Gaines, Harman, Huff, La Malfa, Runner, 
            Strickland, Walters, Wyland
          NO VOTE RECORDED:  Emmerson

           ASSEMBLY FLOOR  :  Not available


           SUBJECT  :    Academic Performance Index

           SOURCE  :     State Superintendent of Public Instruction Tom 
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          Torlakson


           DIGEST  :    This bill sunsets the Academic Performance 
          Index, the states accountability system for schools and 
          districts, on July 1, 2014, and replaces it with the 
          Education Quality Index (EQI), which is comprised of 
          multiple newly established indices to reflect the overall 
          performance of the state's public schools, districts, and 
          pupils.  Further requires the State Board of Education to 
          adopt the EQI not later than August 1, 2014. 

           Assembly Amendments  delete the Senate version of the bill 
          which would have revised the Academic Performance Index and 
          instead sunsets the Index on July 1, 2014, and replaces it 
          with the Education Quality Index.

           ANALYSIS  :    Existing law establishes the Public School 
          Performance Accountability Program under which the 
          Superintendent of Public Instruction (SPI), with approval 
          of the State Board of Education (SBE), is required to 
          develop an API to measure the performance of schools.  The 
          API was proposed as a means of combining multiple 
          indicators of school performance into one easy-to-compare 
          index.  The API is required to consist of a variety of 
          indicators including, but not limited to, the results of 
          the achievement test, attendance rates for pupils in 
          elementary schools, middle schools, and secondary schools, 
          and the graduation rates for pupils in secondary schools. 

          Existing law also requires that the results of the 
          California Standards Tests and the California High School 
          Exit Exam constitute at least 60 percent of the API. 

          Existing law also requires the SPI to establish a broadly 
          representative committee (the Public School Accountability 
          Advisory Committee) to advise the SPI and the SBE on the 
          creation of the Academic Performance Index (API).  SB 1X5 
          (Steinberg), Chapter 2, Statutes of 2009-10, Fifth 
          Extraordinary Session, in addition required the SPI and 
          SBE, in consultation with the advisory committee to 
          recommend to the Legislature and Governor by January 1, 
          2011, methods and approaches for incorporating into the 
          calculation of the API:

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          1. An increased emphasis on math and science.

          2. Measures of the degree to which pupils graduate from 
             high school with the skills and knowledge necessary to 
             attain entry-level employment in business or industry.

          3. Measures of the degree to which pupils graduate from 
             high school with the skills and knowledge necessary to 
             succeed in postsecondary education.

          This bill:

          1. Makes findings and declarations as to the challenges 
             faced by and the needs of California's pupils, and 
             regarding the state's current accountability system and 
             the opportunity presented to transition to a new 
             approach; also, states Legislative intent that the API 
             evolve to encompass other valuable metrics in addition 
             to test scores, graduation rates and dropout rates, and 
             that a more comprehensive set of expectations and 
             aspirations for California's public schools be reflected 
             in the state's school accountability system. 

          2. Makes current law implementing the API inoperative on 
             July 1, 2014, and repealed as of January 1, 2015. 

          3. Requires the Superintendent of Public Instruction (SPI), 
             in consultation with the Public School Accountability 
             Act (PSAA) advisory committee, to develop the EQI system 
             for schools and school districts, and requires the State 
             Board of Education (SBE) to adopt the EQI no later than 
             August 1, 2014, after providing for public input; also, 
             requires, commencing with the 2014-15 school year, all 
             schools and school districts to be evaluated using the 
             EQI. 

          4. Requires the PSAA advisory committee to: 

             A.    Seek input on its work on the EQI through 
                subcommittees or other methods from persons with 
                expertise in various specified educational issues and 
                programs.


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             B.    Hold public meetings subject to the Bagley-Keene 
                Open Meeting Act at least once per quarter from 
                January 1, 2012, through July 1, 2016. 

          5. States legislative intent that the EQI provide a 
             comprehensive and transparent measurement of pupil 
             performance and school quality to better inform parents, 
             pupils, teachers, school administrators, policymakers, 
             and the public about public school performance using 
             multiple indicators of pupil, school, and school 
             district quality and performance. 

          6. Requires the EQI to be to be developed for each school 
             type and school district, and to include, but not be 
             limited to, the following: 

             A.    For schools and districts maintaining any of 
                grades 9 through 12, the State Assessment Index 
                (SAI), Graduation Rate Index (GRI), College 
                Preparedness Index (CPI), and Career Readiness Index 
                (CRI).

             B.    For schools and districts maintaining grade 8, the 
                SAI and GRI, and a valid and reliable measure or 
                measures of pupil access to and performance in 
                college and career preparatory and exploratory 
                experiences is to be considered, if maintained in 
                that school. 

             C.    For schools and districts maintaining kindergarten 
                or grades 1 to 7, inclusive, the SAI. 

          7. Requires the SPI, in consultation with the PSAA advisory 
             committee, to develop and recommend to the SBE for 
             adoption: 

             A.    The component indices listed in #6A above for 
                school districts and for each school type, including 
                alternative schools, as specified.

             B.    An alternative accountability system.

             C.    The relative weights of the component indices, and 
                a total value for the EQI, consistent with the 

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                following requirements:

                (1)      For schools and school districts maintaining 
                   kindergarten and any of grades 1 through 8, the 
                   SAI is required to comprise no less than 40 
                   percent of the value of the EQI. 

                (2)      For schools and school districts maintaining 
                   any of grades 9 through 12, the SAI is required to 
                   comprise no more than 40 percent of the value of 
                   the EQI. 

                (3)      Within the EQI, the weights assigned to the 
                   CPI and CRI are required to be equal. 

             D.    No less than one additional component index for 
                schools maintaining kindergarten or any of grades 1 
                through 7.

             E.    An annual school and district score or other 
                evaluation system for the EQI.

             F.    An annual growth target for the SAI and the GRI, 
                including targets for numerically significant pupil 
                subgroups, as defined.

             G.    A method for measuring English learner progress.

             H.    Whether a growth target or an annual measurement 
                of the narrowing of the achievement gap should be 
                established for each additional component index, 
                including targets for numerically significant pupil 
                subgroups.

             I.    The relevant indices and indicators necessary to 
                meet and comply with federal law. 

          8. Requires the SPI and the PSAA advisory committee, in 
             developing the EQI, to consult with the state's three 
             higher education segments, the Employment Development 
             Department, and other appropriate entities. 

          9. Requires the SPI to annually release results and 
             supporting information on the EQI and its component 

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             indices, and authorizes the SPI to develop and recommend 
             to the SBE for adoption, any regulations necessary to 
             implement these provisions. 

          10.Requires the SPI, in consultation with the PSAA advisory 
             committee and when additional valid and reliable data 
             become available, to develop and recommend to the SBE 
             additional indices, as specified, and to take into 
             account the appropriateness of particular indices and 
             indicators to grade spans and school types; also, 
             prohibits any additional component index from being 
             included in the EQI until one full school year after its 
             adoption by the SBE. 

          11.Requires the SPI, commencing no later than July 1, 2013, 
             to annually report to the Governor and the Legislature 
             on the development, implementation and impacts of the 
             EQI and its component indices; also, requires the SPI, 
             in consultation with the PSAA advisory committee and 
             subject to an appropriation for this purpose, to 
             contract for an independent evaluation of the EQI, and 
             to submit the evaluation and any recommendations no 
             later than July 1, 2018, to the Governor and the 
             Legislature. 

          12.Requires the SPI to report to the Governor and 
             Legislature by July 1, 2013, on any additional data 
             required to be reported by local educational agencies 
             for purposes of the EQI. 

          13.Requires the SAI to be comprised of pupil scores from 
             the state's current standards-based achievement tests or 
             any valid and reliable successor assessments adopted by 
             the SBE, and the high school exit examination; also, 
             specifies inclusion and exclusion rules, disaggregation 
             requirements, and reporting requirements and 
             authorities. 

          14.Requires the GRI to be comprised, as appropriate to the 
             grade configuration of the school or school district, 
             of: 

             A.    Four-year, five-year, and six-year graduation 
                rates, that are appropriate to school types and where 

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                schools and districts are required to be granted full 
                value for graduating, in five or more years, pupils 
                with disabilities.
              
             B.    Appropriate rates at which pupils successfully 
                promote from one grade to the next. 

          15.Requires the CPI to: 

             A.    Be comprised of multiple valid, reliable, and 
                stable measures of pupil preparedness for 
                postsecondary education that may include, but is not 
                limited to district, school and subgroup rates 
                reflecting completion of local and state assessments, 
                course enrollment and completion, academic and 
                extracurricular programs, and advanced or additional 
                learning opportunities, for pupils in any of grades 9 
                to 12. 

             B.    Include an adopted method for providing additional 
                weight in the index for schools and school districts 
                that demonstrate that pupil subgroups, including 
                economically disadvantaged pupils, pupils with 
                disabilities, and English learners, are 
                proportionately represented among pupils who are 
                prepared and eligible for enrollment in four-year 
                colleges and universities. 

          16.Requires the CRI to be comprised of multiple valid, 
             reliable, and stable measures of pupil readiness for 
             career, including, but not limited to course enrollment 
             and completion of career pathway and standards-aligned 
             career technical education programs, industry-validated 
             courses and certifications, intersegmental articulation 
             with institutions of higher education, and local and 
             state assessments, and portfolio assessments for pupils 
             in any of grades 9 to 12. 

           Comments
           
          Currently, California's public school accountability system 
          has no mechanism for measuring success in terms of outcomes 
          or opportunities beyond performance on core academic 
          assessments, including civic and community responsibility, 

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          career or college readiness and acquisition of life skills; 
          the current accountability system also has no way of 
          identifying or rewarding those schools that educate the 
          whole pupil in any way other than is measured by testing 
          skills and knowledge in mathematics, language arts, history 
          and science.  The indices proposed in this bill are 
          intended to replace and augment the information composited 
          in the current API, thus including information on student 
          opportunities and student success so as to provide broader 
          and more comprehensive information on school performance 
          than is available from the API focus on achievement test 
          scores alone.  The proposed EQI would aggregate information 
          from at least four sub-indices, related to different 
          dimensions of student performance and opportunity, 
          including academic performance, advancement and graduation 
          rates, preparation for career or post-secondary education, 
          and enhanced student learning opportunities. 

          This comprehensive expansion of the accountability measures 
          that are used to provide public information on and make 
          state-level accountability judgments about the state's K-12 
          public schools, provides the clear benefit of basing that 
          information and judgments about schools on a broader base 
          of multiple measures of the characteristics that define 
          school success or failure. However, this proposal is not 
          without its problems, including lack of data, technical 
          issues with the creation and interpretation of 
          multi-dimensional indices, lack of comparability and 
          continuity from the API to the EQI, uncertainty concerning 
          the design of the indices, and the extensive code clean-up 
          that would necessarily follow. 

           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  Yes   
          Local:  Yes

          According to the Assembly Appropriations Committee, annual 
          General Fund (GF) administrative costs to the California 
          Department of Education (CDE) of at least $470,000 to 
          implement the requirements of this bill.  These costs are 
          associated with staff for the development and 
          implementation of the EQI.  A portion of this funding, 
          approximately $250,000 GF, will likely only be required for 
          a limited time period because much of the work is 
          associated with the development of the indices.  Also 

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          GF/Proposition 98 (98) costs, likely between $750,000 and 
          $1 million, to CDE to hire an independent contractor to 
          complete the reporting requirements of this bill.  The 
          evaluation is contingent upon an appropriation for this 
          purpose.  In addition, potential GF/98 cost pressure, in 
          the low millions, to school districts to collect data 
          required for the EQI.  This bill requires the SPI, to 
          report to the Legislature any additional data elements 
          added to the EQI. 

           SUPPORT  :   (Verified  9/2/11)

          State Superintendent of Public Instruction Tom Torlakson 
          (source)
          America's Edge
          Association of California School Administrators
          Association of Independent California Colleges and 
          Universities
          California Alliance for Arts Education
          California Association of Leaders of Career Prep
          California Association of School Counselors
          California Business Educators Association
          California Catholic Conference
          California Charter Schools Association
          California Homebuilders Association
          California Manufacturers and Technology Association
          California School Boards Association
          Campaign for College Opportunity
          Children Now
          EdVoice
          Fight Crime Invest in Kids California
          Genentech
          Hispanas Organized for Political Equality
          K-12, Inc.
          LEED: Linking Education and Economic Development
          Long Beach Unified School District
          Los Angeles Area Chamber of Commerce
          Los Angeles Unified School District
          Metropolitan Education District
          North State Building Industry Association
          Policy Link
          Public Advocates 
          Riverside County Superintendents Association
          Sacramento Metro Chamber of Commerce State Building and 

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          Construction Trades of California
          University of California
          University of Phoenix


           ARGUMENTS IN SUPPORT  :    According to the author, "The API 
          has performed an important role, but has been limited by 
          its sole reliance on             standardized test scores 
          as indicators of school performance.  Dropout and 
          graduation rates are required by statute to be included, 
          but are not yet part of the API.  It is time for the API to 
          evolve to what it was originally intended to be: an index 
          that encompasses other valuable indicators in addition to 
          student test scores."


          CPM/DLW:mw  9/7/11   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

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