BILL ANALYSIS                                                                                                                                                                                                    �



                                                                      



           ------------------------------------------------------------ 
          |SENATE RULES COMMITTEE            |                  SB 1052|
          |Office of Senate Floor Analyses   |                         |
          |1020 N Street, Suite 524          |                         |
          |(916) 651-1520         Fax: (916) |                         |
          |327-4478                          |                         |
           ------------------------------------------------------------ 
           
                                         
                              UNFINISHED BUSINESS


          Bill No:  SB 1052
          Author:   Steinberg (D), et al.
          Amended:  8/20/12
          Vote:     21

           
           SENATE EDUCATION COMMITTEE  :  7-1, 4/11/12
          AYES:  Lowenthal, Alquist, Hancock, Liu, Price, Simitian, 
            Vargas
          NOES:  Blakeslee
          NO VOTE RECORDED:  Runner, Huff, Vacancy

           SENATE APPROPRIATIONS COMMITTEE  :  5-2, 5/24/12
          AYES:  Kehoe, Alquist, Lieu, Price, Steinberg
          NOES:  Walters, Dutton

           SENATE FLOOR  :  32-3, 5/30/12
          AYES:  Alquist, Anderson, Berryhill, Calderon, Cannella, 
            Corbett, Correa, De Le�n, DeSaulnier, Emmerson, Evans, 
            Fuller, Gaines, Harman, Hernandez, Kehoe, La Malfa, Leno, 
            Lieu, Liu, Lowenthal, Negrete McLeod, Padilla, Pavley, 
            Price, Rubio, Steinberg, Vargas, Wolk, Wright, Wyland, 
            Yee
          NOES:  Blakeslee, Dutton, Huff
          NO VOTE RECORDED:  Hancock, Runner, Simitian, Strickland, 
            Walters

           ASSEMBLY FLOOR  :  63-16, 8/27/12 - See last page for vote


            SUBJECT  :    Postsecondary education:  California Open 
                      Education Resources Council

                                                           CONTINUED





                                                               SB 1052
                                                                Page 
          2

           SOURCE  :     Author


           DIGEST  :    This bill provides for the development of 
          low-cost digital textbooks for 50 lower division courses, 
          as specified, across the state's public postsecondary 
          education segments, subject to state and/or private 
          funding.

           Assembly Amendments  (1) require a report to the Legislature 
          and Governor on implementation of the program no later than 
          six months after the bill becomes operative; (2) refine and 
          strengthen the criteria used by the Council to determine 
          which 50 courses to focus their efforts on; (3) clarify 
          that existing open education resources that meet quality 
          specifications may be brought in; (4) remove the 
          requirement for publishers to provide free books for 
          placement on library reserves; (5) provide for student 
          input in the process on open source education textbooks; 
          (6) clarify accessibility provisions for students with 
          disabilities; (7) delete the reference to $25 million in 
          the findings and declarations; (8) clarify in SB 1053 that 
          there is no mandate on faculty to adopt any particular 
          book; and (9) make various technical changes.

           ANALYSIS  :    Existing law requires, by January 1, 2020, 
          publishers of textbooks used at the University of 
          California (UC), the California State University (CSU), the 
          California Community Colleges (CCC), or private 
          postsecondary educational institutions, to the extent 
          practicable, to make textbooks available in whole or in 
          part for sale in an electronic format and requires the 
          electronic format to contain the same content as the 
          printed version.   

          Existing law, the College Textbook Transparency Act, 
          requires faculty members and academic departments at an 
          institution of higher education to consider cost in the 
          adoption of textbooks, and requires textbook publishers to 
          disclose specified information.  
           
          Existing law requires the Trustees of the CSU and the Board 
          of Governors of the CCC, and requests the UC Regents to 
          work with the academic senates to encourage faculty to give 

                                                           CONTINUED





                                                               SB 1052
                                                                Page 
          3

          consideration to the least costly practices in assigning 
          textbooks, to encourage faculty to disclose to students how 
          new editions of textbooks are different from previous 
          editions and the cost to students for textbooks selected, 
          among other things.  Existing law also urges textbook 
          publishers to provide information to faculty when they are 
          considering what textbooks to order, and to post 
          information on the publishers' Web sites, including "an 
          explanation of how the newest edition is different from 
          previous editions."  Publishers are also asked to disclose 
          to faculty the length of time they intend to produce the 
          current edition and provide faculty free copies of each 
          textbook selected.   

          This bill provides for the development of low-cost digital 
          textbooks for 50 lower division courses, as specified, 
          across the state's public postsecondary education segments, 
          subject to state and/or private funding.  Specifically, 
          this bill: 

          1. Establishes a California Open Education Resources 
             Council (Council), composed of three faculty members 
             each from the UC, the CSU, and the CCC, to be appointed 
             no later than April 1, 2013, and to be administered by 
             the Intersegmental Committee of the Academic Senates of 
             the UC, CSU, and CCC. 

          2. Requires the Council to: 

             A.    Develop a list of 50 lower division courses across 
                the three segments, as specified, for which 
                high-quality, affordable digital open source 
                textbooks and related material shall be developed or 
                acquired. 

             B.    Create and administer a review and approval 
                process for open source materials, as specified. 

             C.    Promote strategies for production, access, and use 
                of open source materials. 

             D.    Solicit student advice and guidance, as specified. 



                                                           CONTINUED





                                                               SB 1052
                                                                Page 
          4

             E.    Establish a competitive request for proposal 
                process whereby faculty, publishers, and other 
                interested parties may apply for funds to produce, in 
                2013, 50 open source textbooks and related materials, 
                meeting specified requirements and be submitted to 
                the California Open Source Digital Library. 

          3. Requires open source textbooks to meet specified 
             accessibility requirements for disabled students. 

          4. Requires the Council to submit a progress report on 
             implementing all of the above no later than six months 
             after this bill becomes operative and a final report by 
             January 1, 2016. 

          5. States that all of the above is operative only if 
             sufficient funding is provided in the Budget Act, 
             another statute, and/or through federal or private 
             funds.

           Comments
           
          Open Education Resources (OER) are educational materials 
          such as textbooks, research articles, videos, assessments, 
          or simulations that are either licensed under an open 
          copyright license or are in the public domain.  OERs 
          provide no-cost access and no-cost permission to revise, 
          reuse, remix, or redistribute the materials.  According to 
          a policy brief by the Center for American Progress and 
          EDUCAUSE, digital OERs offer many advantages over 
          traditional textbooks:  they allow students and faculty to 
          access textbooks and related materials for free online or 
          purchase hardcopies that are more affordable than 
          traditional textbooks; they enable faculty to customize 
          learning materials to suit their course objectives; and 
          they can provide students with a more flexible set of tools 
          that can contribute to a richer learning experience.

           Related/Prior Legislation   

          SB 1053 (Steinberg) is a companion bill to this bill.  The 
          bill establishes the California Digital Open Source 
          Library, to be jointly administered by the UC, CSU, and the 
          CCC for the purpose of housing open source materials.  The 

                                                           CONTINUED





                                                               SB 1052
                                                                Page 
          5

          bill becomes operative only if the bill is enacted and 
          establishes the COERC.

          SB 48 (Alquist), Chapter 161, Statutes of 2009, required 
          any individual firm, partnership, or corporation that 
          offers textbooks for sale at the UC, CSU, the CCC, or a 
          private postsecondary education institution in California, 
          to the extent practicable, make them available for sale in 
          electronic format by January 1, 2020.  The bill was passed 
          by the Senate Education Committee on an 8-0 vote.  

          AB 1548 (Solorio), Chapter 574, Statutes of 2007, 
          established the College Textbook Transparency Act requiring 
          the disclosure of specified information and requiring 
          faculty to follow specified practices in the sale and 
          purchase of textbooks.  The bill was passed by the Senate 
          Education Committee on a 9-0 vote.    

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

          According to the Assembly Appropriations Committee: 

          1. Staff will be needed for several years to support the 
             Council in fulfilling its responsibilities.  Assuming at 
             least one professional and one support position, plus 
             travel and meeting expenses for Council members, annual 
             costs of about $200,000 plus around $250,000 in faculty 
             release time for Council members. 

          2. Development costs for the 50 open source textbooks are 
             unknown but will constitute the majority of the 
             estimated $25 million cost of implementing this bill. 

          3. To the extent that students were previously purchasing 
             textbooks for the 50 courses from sales tax-generating 
             businesses, widespread use of this open source option 
             will significantly reduce this revenue.  There will 
             likewise be a substantial revenue loss to campus 
             bookstores, which often support other campus activities. 


          4. To the extent a significant reduction in textbook costs 
             for lower division students makes college more 

                                                           CONTINUED





                                                               SB 1052
                                                                Page 
          6

             affordable, some students, particularly at CCC, might be 
             able to take a greater unit load per semester, thus 
             reducing the time necessary to complete their education, 
             to the benefit of the student, the institution, and the 
             state.

           SUPPORT  :   (Verified  8/28/12)

          California Association for Postsecondary Education and 
          Disability
          California Community Colleges Board of Governors
          California State Student Association
          California State University
          California Teachers Association
          Campaign for College Opportunity
          Coast Community College District
          Community College League of California
          Student Senate for the California Community Colleges
          University of California
          University of California Student Association


           ARGUMENTS IN SUPPORT  :    According to the author's office, 
          the cost of textbooks represents a significant burden to 
          students and families.  The author's office sites a recent 
          report by the CSU Chancellor's office that estimates CSU 
          students pay approximately $1,000 per year for textbooks.  
          The author's office also notes a finding by the Academic 
          Senate of the CCC that the cost of educational materials 
          has become a "visible barrier to college attendance for 
          many students."  The author's office maintains that the old 
          model of rigid, printed textbooks and related materials can 
          fall short in providing flexible and dynamic teaching tools 
          necessary to maximize student success.  This bill attempts 
          to address those costs for the 50 most common lower 
          division courses by requiring the availability of textbooks 
          for those courses to be available on reserve at the campus 
          library and by enabling instructional materials for those 
          courses to be available through OER.  


           ASSEMBLY FLOOR :  63-16, 8/27/12
          AYES:  Achadjian, Alejo, Allen, Ammiano, Atkins, Beall, 
            Bill Berryhill, Block, Blumenfield, Bonilla, Bradford, 

                                                           CONTINUED





                                                               SB 1052
                                                                Page 
          7

            Brownley, Buchanan, Butler, Charles Calderon, Campos, 
            Carter, Cedillo, Chesbro, Conway, Davis, Dickinson, Eng, 
            Feuer, Fletcher, Fong, Fuentes, Furutani, Galgiani, 
            Gatto, Gordon, Gorell, Hagman, Hall, Hayashi, Roger 
            Hern�ndez, Hill, Huber, Hueso, Huffman, Jeffries, Knight, 
            Lara, Bonnie Lowenthal, Ma, Mendoza, Mitchell, Monning, 
            Nestande, Olsen, Pan, Perea, V. Manuel P�rez, Portantino, 
            Skinner, Smyth, Solorio, Swanson, Torres, Wieckowski, 
            Williams, Yamada, John A. P�rez
          NOES:  Donnelly, Beth Gaines, Garrick, Grove, Halderman, 
            Harkey, Jones, Logue, Mansoor, Miller, Morrell, Nielsen, 
            Norby, Silva, Valadao, Wagner
          NO VOTE RECORDED:  Cook


          PQ:k  8/28/12   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

                                ****  END  ****

























                                                           CONTINUED