BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  SB 645
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          Date of Hearing:   August 17, 2011

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                Felipe Fuentes, Chair

                   SB 645 (Simitian) - As Amended:  July 13, 2011 

          Policy Committee:                             Education Vote:6-2

          Urgency:     No                   State Mandated Local Program: 
          No     Reimbursable:              No

           SUMMARY  

          This bill authorizes the Charter School Financing Authority 
          (CSFA) to refinance working capital for charter schools.  
          Further establishes new accountability measures for charter 
          school renewal and expands eligibility of the Charter School 
          Facility Grant Program (CSFGP).  Specifically, this bill: 

           FISCAL EFFECT  

          1)GF administrative costs of at least $160,000 to SDE to conduct 
            academic reviews of charter schools seeking renewal, as 
            specified in this measure.  These costs are associated with 
            staff conducting the reviews and making recommendations to the 
            SBE for final determination.  

            The 2011 Budget Act allocated $410,000 (GF) to SDE's charter 
            school division to conduct work related to implementation of 
            the SBE's new regulations regarding charter school revocations 
            and charter school facilities programs, including the CSFGP.  
            SDE originally requested 10 positions and $1.1 million (GF) to 
            complete this work, with 3.5 positions devoted exclusively to 
            charter school revocation duties.  The Legislature provided 
            seven positions and $734,000 (GF) to SDE. The governor, 
            however, vetoed this allocation to $410,000 (GF).     

          2)Potential loss of GF/98 savings, likely in the low to tens of 
            millions, due to the proposed eligibility expansion of the 
            CSFGP.  It is unclear why nonclassroom based charter schools 
            would need grant funding for the leasing costs of school 
            facilities.    

            SB 658 (Romero), Chapter 271, Statutes of 2008, phased out the 








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            Multi-Track Year Round Education (MTYRE) grant program and 
            shifted this funding (approximately $115 million GF/98) to the 
            CSFGP over a period of time.  The last payment of $15 million 
            (GF/98) to the CSFGP is expected in the 2012-13 fiscal year.  
            As referenced below, however, statute was changed in 2009 to 
            no longer allocate this program funding in arrears.  In order 
            to implement this change, SDE was directed to "double fund" 
            this program in order to pay off prior grant claims.  
            Essentially, SDE allocates yearly funding to program grantees 
            and any prior year funding owed.  With the transfer of MTYRE 
            funds, it is expected the CSFGP will have significant funds 
            unspent and these funds could be swept as GF/98 savings.  

           


          SUMMARY CONTINUED:

           Specifically, this bill:

          1)Requires the Superintendent of Public Instruction (SPI), in 
            consultation with the Public Schools Accountability Act (PSAA) 
            advisory committee, to develop the EQI for schools and 
            districts.  Further requires all schools and districts, 
            commencing with the 2014-15 school year and each school year 
            thereafter, to be evaluated using the EQI value. 

          2)Requires the EQI, for school districts maintaining any of 
            grades 9-12 to include, at a minimum, the following 
            components: (a) The State Assessment Index (SAI), (b) the 
            Graduation Rate Index (GRI), (c) The College Preparedness 
            Index (CPI), and the Career Readiness Index (CRI).  Defines 
            each component within the EQI as follows: 

             a)   The SAI is required to be comprised of pupil scores from 
               the standards-based achievement tests, or any successor 
               assessments adopted by the SBE, and the high school exit 
               examination.  Further requires the SAI to include test 
               scores of pupils enrolled in alternative education 
               programs, as specified.  
             b)   The GRI is required to include one or both of the 
               following: (i) Four, five, and six year graduation rates 
               and rates at which pupils successfully promote from one 
               grade to the next in middle and high school, as specified.  
               Further requires pupils enrolled in alternative education 








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               programs to be included in this data under specified 
               parameters.  
             c)   The CPI is required to consist of multiple, and stable 
               measures of pupil preparedness for postsecondary education. 
                Authorizes the SPI to include local and state assessments, 
               course enrollment and completion; academic and 
               extracurricular programs; and advanced or additional 
               learning opportunities as indicators for pupils in grades 
               9-12.  
             d)   The CRI is required to consist of multiple, and stable 
               measures of pupil readiness for career.  Authorizes the SPI 
               to include course enrollment and completion career 
               technical education (CTE) programs; industry validated 
               courses and certifications; intersegmental articulation 
               with institutions of higher education; and local and state 
               assessments as indicators for pupils in grades 9-12.   
           
           1)Prohibits a charter school authorizer from granting the 
            renewal of a charter school unless the school meets at least 
            one of the following criteria: 

             a)   An Academic Performance Index (API) score of at least 
               700 in the most recent year.  
             b)   Academic growth of at least 50 points over the prior 
               three years as measured by the API. 
             c)   A rank of six to 10 on the API for a demographically 
               comparable school in the prior year or in two of the prior 
               three years.
             d)   Participation in the alternative accountability system.  
               Specifies if this system is no longer operative, a dropout 
               recovery high school is required to meet the other 
               specified criteria.  
             e)   Receipt of a positive determination of academic 
               eligibility for renewal from the State Board of Education 
               (SBE) within the prior 12 months.

          2)Prohibits the authorizer of a charter school that has entered 
            into year five of program improvement (PI) pursuant to the 
            federal No Child Left Behind Act of 2001 (NCLB) and has not 
            exited PI from considering or granting a renewal of the 
            charter unless the school meets at least one of the following 
            criteria: 

             a)   The school meets at least two of the criteria 
               established in (a), (b), and (c) of #2 above.  








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             b)   The school receives a positive determination of academic 
               eligibility for renewal from the SBE within the prior 12 
               months.  

          3)Requires a charter school to apply to the SBE for a 
            determination of academic eligibility, as referenced above, if 
            it chooses to submit its charter for renewal and either of the 
            following applies: 

             a)   The charter school does not meet at least one of the API 
               criteria established in #1 above. 
             b)   A charter school in PI does not meet the criteria 
               established in (a) of #2 above.  

          4)Requires the Superintendent of Public Instruction (SPI) to 
            make a recommendation, based on valid and reliable evidence 
            submitted by the charter school, to the SBE on the application 
            for a determination of academic eligibility for the renewal of 
            the charter school.  

          5)Requires the SBE to issue a positive determination of academic 
            eligibility, if the SBE finds the charter school clearly 
            demonstrates that pupil academic performance builds an 
            expectation that pupils will continue to improve academically 
            and have the opportunity to be successful in college or 
            career, as specified.  Further requires the SBE to consider 
            how far the school is from achieving the academic benchmarks 
            specified in #2 above, as specified.  

          6)Requires a renewal of a charter school granted based on a 
            positive determination by the SBE to be granted for only three 
            years, as specified.  

          7)Increases from $750 to $800 the per unit amount eligible 
            schools receive under the CSFGP.  

          8)Requires the State Department of Education (SDE), in any year 
            in which additional funds remain, to expand eligibility for 
            the CSFGP to include schools in which less than 70% of its 
            pupil enrollment is eligible for free/reduced price meals, as 
            specified.  

          9)Authorizes CSFGP funds to be apportioned to charter schools 
            providing nonclassroom-based instruction, if the charter 
            school operates facilities that provide direct 








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            instruction/support to pupils enrolled at the school and meets 
            all of the other existing eligibility requirements, as 
            specified.  

          10)Requires a charter school offering nonclassroom-based 
            instruction and applying for CSFGP funding to identify the 
            proportion of time pupils in the school are scheduled to 
            receive classroom-based instruction, as specified.  

           COMMENTS  

           1)Purpose  .  A charter school is a public school that may provide 
            instruction in any of grades K-12. It is usually created or 
            organized by a group of teachers, parents and community 
            leaders or a community-based organization. A charter school 
            may be authorized by an existing local public school board, 
            county board of education, or the SBE. Specific goals and 
            operating procedures for the charter school are detailed in an 
            agreement (charter) between the sponsoring board and charter 
            organizers. A charter school is generally exempt from most 
            laws governing school districts, except where specifically 
            noted in the law. In 2009-10, there were 823 charter schools 
            enrolling 323,859 students. This number includes 13 charter 
            schools approved by the SBE. 

            According to the author, "This bill increases accountability 
            and oversight of charter schools by strengthening the criteria 
            for renewal of charter schools.  It prohibits the renewal of a 
            charter school that does not meet the criteria.  SB 645 
            creates a default non-renewal of any charter school that fails 
            to meet the success measurements above.  As a result, the 
            charter authorizer would have no choice but to deny the 
            renewal of a persistently low-performing charter school."

            The Charter School Association states: "Providing appropriate 
            facilities for charter schools continues to be a substantial 
            challenge.  Unlike traditional public schools, charter schools 
            do not have the range of tools available for securing 
            facilities.  One of the most successful facility programs is 
            the Charter School Facility Grant program which provides 
            rent/lease reimbursements for many schools in areas of 
            profound economic struggles. However, the current program 
            limits eligibility to schools that have70% free and reduced 
            lunch students. This threshold leaves out many schools that 
            are in low-income areas but fail to meet the 70% cut-off."








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            This bill authorizes the CSFA to refinance working capital for 
            charter schools.  Further establishes new accountability 
            measures for charter school renewal and expands eligibility of 
            the CSFGP.  

           2)Opposition  .  The opponents of this measure (California 
            Teachers Association, the Association of California School 
            Administrators, and the California School Boards Association) 
            argue the ability for the SBE to make a charter school renewal 
            determination based on academic information is an infringement 
            on the local control of the chartering authorizer.  
            Specifically, ACSA states: "�we] oppose the state transferring 
            its statutory authority over defining student achievement to 
            the SBE.  SB 645 will allow the SBE to decide the ultimate 
            fate of charter schools without understanding the local issues 
            that affect that school.  SB 645 vests new powers to the SBE 
            and allows them to overrule local school and county boards of 
            education without due process.  SB 645 takes away local 
            control from those who are ultimately held accountable for the 
            success of all their students."   


           3)Existing law for charter school renewal and accountability  .  
            Statute authorizes a charter school to be granted one or more 
            renewals for a five year period. 


            Current law further requires a charter school to meet one of 
            the following specified criteria (for the purposes of 
            renewal): (a) attained its API growth target in the prior year 
            or in two of the last three years; (b) ranked in deciles 4 to 
            10 on the API in the prior year or in two of the last three 
            years; (c) ranked in deciles 4 to 10 on the API for a 
            demographically comparable school in the prior year or in two 
            of the last three years; and (d) the entity that granted the 
            charter determines the academic performance of the charter 
            school is at least equal to the performance of the public 
            schools the charter pupils would have otherwise attended, as 
            specified. 


            When a charter authority renews a charter school based on its 
            determination that the academic performance of the school is 
            at least equal to the performance of the public school, it is 








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            required to submit copies to the SPI of its supporting 
            documentation and a written summary of the basis of its 
            determination.  The SPI is required to review these materials 
            and make recommendations to the chartering authority.  The 
            SPI's review is the basis for the SBE's authority to revoke a 
            charter school, as specified.  

            This measure significantly modifies current requirements 
            related to a charter school's academic performance with 
            respect to its renewal.  Specifically, this bill deletes 
            references to charter schools making growth targets and 
            instead requires a charter school to score at least a 700 on 
            the API or make at least 50 points growth on the API over the 
            prior year three year. 

            Likewise, this bill deletes the criterion that specifies 
            charter schools have to perform at least equal to schools 
            pupils would otherwise have attended.  Instead, it establishes 
            a process for the charter school to seek a determination by 
            the SBE as to whether it has met its academic eligibility 
            within the prior 12 months, as specified.  


            This bill also prohibits a charter school in federal PI under 
            NCLB (i.e., failed to make academic progress) from being 
            renewed, unless it meets the API requirements referenced above 
            or it receives a positive academic determination from the SBE, 
            as specified. This bill also prohibits charter schools in 
            federal PI year five from being renewed for more than three 
            years.  


           4)Existing law for the CSFGP  .  The CSFGP is a non-competitive 
            program that provides assistance with facilities rent and 
            lease expenditures for charter schools that meet specific 
            eligibility criteria. The program was enacted to reimburse 
            charter schools for rental and lease costs in low-income 
            areas. Eligible applicants must have at least 70% of students 
            enrolled at the charter school who are eligible for free/ 
            reduced price meals or the charter school must be physically 
            located in an elementary school attendance area where at least 
            70% of students enrolled are eligible for free/reduced price 
            meals. The charter school must also give a preference in 
            admissions to students who reside in the elementary school 
            attendance area. The charter schools are funded $750 per unit 








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            of classroom-based ADA, up to 75% of its annual facilities 
            rent and lease costs for the school.

            AB 2 X4 (Evans), Fourth Extraordinary Session, Chapter 2, 
            Statutes of 2009, requires the SPI to annually allocate CSFGP 
            funds to eligible charter schools no later than October 1 of 
            each fiscal year.  Prior to Chapter 2, grants were paid in 
            arrears to grantees.  This statutory change has led SDE to 
            provide double the amount of yearly funding to grantees 
            because it paid the annual cost and the prior year costs all 
            at once to ensure the program was a yearly paid program.  

            This measure increases the allocation per unit of 
            classroom-based ADA from $750 to $800 per unit and it also 
            allows charter schools to receive funding for nonclassroom 
            based ADA, provided the school operates facilities that 
            provide direct instruction/support to pupils and meets all of 
            the other existing eligibility requirements, as specified.  

            This bill expands eligibility for the program to include 
            schools in which less than 70% its pupil enrollment is 
            eligible for free/reduced price meals.  This expansion can 
            only occur in years in which additional program funds remain 
            and the eligibility can never be reduced below 50%.  


           5)Similar legislation  .  AB 440 (Brownely), pending in the Senate 
            Appropriations Committee, contains identical language related 
            to charter school renewals and accountability.  It does not 
            contain the school facility portions of this bill.  



           Analysis Prepared by  :    Kimberly Rodriguez / APPR. / (916) 
          319-2081