BILL ANALYSIS                                                                                                                                                                                                    �




                   Senate Appropriations Committee Fiscal Summary
                           Senator Christine Kehoe, Chair

                                          SB 721 (Lowenthal)
          
          Hearing Date: 01/17/2012        Amended: 01/04/2012
          Consultant: Jacqueline Wong-HernandezPolicy Vote: 8-0
          _________________________________________________________________
          ____
          BILL SUMMARY: SB 721 establishes statewide goals for guiding 
          budget and policy decisions in higher education, and requires 
          that the Legislative Analyst's Office (LAO) convene a working 
          group, as specified, to develop and recommend specific metrics 
          for measuring progress toward these goals. This bill declares 
          the intent of the Legislature to adopt those goals and metrics 
          recommended by the LAO working group. It requires the LAO, 
          beginning in 2014 and as part of the annual budget process, to 
          annually report on and present an assessment of progress toward 
          the statewide goals and recommendations for Legislative action.
          _________________________________________________________________
          ____
                            Fiscal Impact (in thousands)

           Major Provisions         2012-13      2013-14       2014-15     Fund
           
          LAO working group                ----------- Minor and 
          absorbable -----------           General

          Metrics                          ------- Potential cost pressure 
          to the extent the          General
                                                               metrics 
          change funding priorities-------                        
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          ____

          STAFF COMMENTS: This bill may meet the criteria for referral to 
          the Suspense File. 

          This bill outlines the following three goals for guiding budget 
          and policy decisions in higher education: a) Improved student 
          success, to include, but not be limited to, greater 
          participation by demographic groups that have participated at 
          lower rates, greater completion by all students and improved 
          outcomes for graduates; b) Better alignment of degrees and 
          credentials awarded with the state's workforce and civic needs; 
          and, c) Increased efficiency so desired postsecondary education 








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          outcomes can be achieved within a given resource level while 
          maintaining high quality.  

          In order to progress toward those goals, this bill requires that 
          the LAO convene a working group, as specified, to develop 
          metrics for measuring progress toward the goals. It specifically 
          requires the working group to develop 6-12 measures derived from 
          publicly available data sources. This bill further requires the 
          LAO, in consultation with the Department of Finance, to submit a 
          report on the recommended metrics to be collected and reported 
          to legislative policy and budget committees and the Governor by 
          January 31, 2013.

          The LAO has indicated that convening the working group 
          described, and creating the metrics required by this bill, could 
          be completed within existing resources and staff. Participation 
          in the meetings by representatives of each of the segments will 
          require some staff time, but is likely minor and absorbable by 
          existing staff. The process of creating the metrics is unlikely 
          to result in new costs to the state. 

          This bill declares the Legislature's intent to identify, define 
          and formally adopt appropriate metrics for measuring success, 
          based upon the LAO recommendations, and to "promote progress 
          toward the goals through budget and policy decisions within 
          higher education." The intention of this bill appears to be to 
          use the metrics, in part, to guide funding decisions for higher 
          education. The Legislature could presumably tie funding levels 
          or program funding priorities to performance, based on these 
          metrics.

          While the bill specifies that it intends to "ensure the 
          effective and efficient use of whatever funding is available to 
          postsecondary education", rather than specifically secure 
          additional funding, the decisions reached by the metrics could 
          result in funding shifts. To the extent that the metrics 
          encourage funding to be directed to certain areas of "success", 
          they will likely create cost pressure to provide additional 
          funding to expand programming and focus on the new priorities. 
          It is possible, however, that other areas of higher education 
          could be reduced in proportion to offset the cost of any 
          expansions. To the extent that funding decisions are made based 
          upon the new metrics, this bill will have a fiscal impact on the 
          state.








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          This bill requires the LAO to annually and publicly report 
          statewide performance on each of the measures adopted by the 
          Legislature, as part of the budget process. The actual reporting 
          is consistent with the role of the LAO, and can be completed 
          within existing resources. The outcomes reported, their 
          subsequent recommendations, and the budget implications are 
          unknown. Any cost pressure will come from the substance of the 
          reports.