BILL ANALYSIS                                                                                                                                                                                                    �






                          SENATE COMMITTEE ON EDUCATION
                              Alan Lowenthal, Chair
                            2011-2012 Regular Session
                                         

          BILL NO:       SB 1456
          AUTHOR:        Lowenthal
          AMENDED:       March 28, 2012
          FISCAL COMM:   Yes            HEARING DATE:  April 18, 2012
          URGENCY:       No             CONSULTANT:Kathleen Chavira

           SUBJECT  :  Student Success Act of 2012.
          
           SUMMARY  

          This bill establishes new requirements to be met by 
          low-income students in order to receive a Board of Governor's 
          fee waiver at the California Community Colleges (CCC), 
          revises and recasts the Seymour-Campbell Matriculation Act of 
          1986 as the Seymour-Campbell Success Act of 2012, and 
          establishes new requirements to be met in order for community 
          college districts to receive matriculation funds.

           BACKGROUND  

          Current law requires the Board of Governors (BOG) to charge 
          each student a $46 per unit per semester fee effective with 
          the summer term of 2012. Current law exempts certain students 
          from the fee requirement including students enrolled in 
          noncredit courses, CSU and UC students enrolled in remedial 
          courses offered by the CCC, and students enrolled in credit 
          contract education courses where the full cost of the course 
          is paid by the contracting entity. Current law also 
          authorizes an exemption from these fees for special part-time 
          students. 

          Current law also requires a waiver of these fees for students 
          meeting specified criteria which include;

                        Students who meet specified income 
                    requirements.

                        Students who are the dependent or surviving 
                    spouse of a National Guard member who die or was 
                    disabled as a result of their service.





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                        The surviving spouse or child of a deceased 
                    law enforcement or fire suppression personnel, as 
                    specified. 

                        The dependent of an individual killed on 
                    September 11, 2001, as specified.  (Education Code 
                    �76300)

          Current law requires that the colleges make available a 
          variety of "matriculation services" to students in order to 
          ensure that students receive educational services necessary 
          to optimize their opportunities for success.  Matriculation 
          requirements are only operative if funds are specifically 
          appropriated for these purposes.  (EC � 78210-78219)

           ANALYSIS
           
           This bill  :

          1)   Establishes new requirements to be met by students in 
               order to be eligible for a waiver of the community 
               college per unit fee Board of Governor's (BOG) fee 
               waiver. More specifically it:

               a)        Requires a student to:

                    i)             Identify a degree certificate 
                         transfer or career advancement goal upon 
                         enrollment.

                    ii)            Meet academic and progress 
                         standards, including a maximum unit cap, as 
                         defined by the BOG.

                    iii)           Demonstrate financial need, as 
                         specified.

                    b)             Requires the BOG, in consultation 
                    with students, faculty, and other key stakeholders 
                    to develop policies for determination of the 
                    conditions outlined in #1 and specifically directs 
                    that the BOG consider:

                    i)             Minimum uniform academic performance 
                         and progress.





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                    ii)            Criteria for reviewing extenuating 
                         circumstances and granting appeals.

                    iii)           A process for reestablishing fee 
                         waiver eligibility.

                    c)             Requires the BOG to establish a 
                    reasonable phased in implementation period for the 
                    policies outlined in (b) to:

                    i)             Ensure that students are not 
                         unfairly impacted by the new requirements.

                    ii)            Provide students with adequate 
                         notification of requirements and information 
                         about support services. 

                    d)             Deletes obsolete fee waiver 
                    requirements relative to students affected by 
                    Hurricane Katrina.

          2)   Renames and revises the Seymour-Campbell Matriculation 
               Act of 1986 as the Seymour-Campbell Student Success Act 
               of 2012 and changes the requirements to be met in order 
               to receive matriculation funds.  More specifically it:
                    a)             Revises the declaration of the 
                    Legislature's intent to provide students with 
                    resources and support to establish informed 
                    educational goals, optimize student's success in 
                    completing their goals/studies, recognize the 
                    shared responsibility of the institution and 
                    student for success, and target state resources to 
                    provide critical student services and identify 
                    delivery mechanisms to reach a greater number of 
                    students. 

                    b)             Redefines matriculation services and 
                    the purposes of the Act to be:

                 i)          Increased student access and success by 
                      providing 
                         orientation, assessment and placement, 
                         counseling and education planning and academic 
                         intervention services. 

                 ii)         Focus on entering students' transition 




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                      into college with a 
                         priority toward serving students who enroll to 
                         earn degrees, career technical certificates, 
                         or transfer.

                 iii)        Target state resources on core 
                      matriculation services critical
                         to increasing student ability to reach their 
                      educational goals.

                 iv)         Focus funding on core areas and leverage 
                      technology to 
                         more efficiently and effectively serve and 
                         provide a greater number of students with a 
                         solid foundation and opportunity for success 
                         in the community colleges. 

                    c)             Expands the responsibilities to be 
                    met by students to include, but not be limited to:

                    i)             Identification of an education goal 
                         upon enrollment.

                    ii)            Declaration of a program of study 
                         within a reasonable period, as defined by the 
                         BOG.
                     
                    iii)           Maintenance of academic progress 
                         toward an educational goal and program of 
                         study as identified in the student's education 
                         plan.

                    d)             Establishes the institution's 
                    responsibility to include the provision of student 
                    services to support their academic success and 
                    ability to achieve their educational goals and to 
                    include, but not be limited to:

                    i)             Orientation services, as specified.

                    ii)            Administration of assessments that 
                         determine student competency in computational 
                         and language skills and readiness for college.

                    iii)           Counseling and education planning 
                         services 




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                    e)             Requires that funding for the 
                    Student Success and Support program to be targeted 
                    to fully implement orientation, assessment, 
                    counseling and advising, and education planning 
                    services, and to assist students in making informed 
                    decisions about educational goals, programs of 
                    study and the development of an education plan. 

                    f)             Requires that districts and colleges 
                    use a system of common assessment, once adopted by 
                    the BOG, and authorizes districts and colleges to 
                    use supplemental measures for course placement. 

                    g)             Using accountability metrics, as 
                    specified, requires participating districts to 
                    evaluate the effectiveness of their programs and 
                    services in helping students: 

                    i)             Define goals and declare programs of 
                         study. 

                    ii)            Assess student needs and valid 
                         course placement. 

                    iii)           Support successful completion of 
                         degree certificate or transfer objectives. 

                    h)             Requires the BOG, in consultation 
                    with students, faculty, student services 
                    administrators, and other key stakeholders, to 
                    establish policies and processes (to be phased in 
                    over a reasonable period of time as determined by 
                    the BOG and in consideration of the resources 
                    available to provide core services to ensure 
                    students are not unfairly impacted by these 
                    requirements) for:
           
                    i)             Requiring all nonexempt students to 
                         complete orientation and assessment and to 
                         develop education plans.

                    ii)            Exempting students from 
                         participation in orientation, assessment 
                         testing, or required education planning 
                         services.





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                    iii)           Requiring districts to adopt a 
                         student appeal process.

                    i)             Requires the BOG to develop a 
                    formula for allocating Student Success Act funds 
                    that considers, among other things, the number of 
                    students who receive orientation assessment, 
                    counseling and advising, and education planning 
                    services. 

                    j)             Requires that a district that 
                    receives matriculation funds agree to implement 
                    these provisions, common assessment and the 
                    accountability scorecard.

                    aa)            Authorizes the BOG to identify other 
                    non-instructional support services that can be 
                    funded under matriculation, if a district is able 
                    to fully implement in person or technology 
                    strategies for orientation, assessment, and 
                    education planning services.

                    bb)            Requires the BOG to require 
                    participating colleges to develop a Student Success 
                    and Support Program plan that reflects, among other 
                    things:

                    i)             A description of the college's 
                         process to identify students at risk for 
                         academic or progress probation and the plan 
                         for student interventions or services.

                    ii)            Coordination with college student 
                         equity plan to ensure identification of 
                         strategies to monitor and address equity 
                         issues and mitigate any disproportional 
                         impacts on student access and achievement.

                    cc)            Makes the matriculation provisions 
                    of the bill operative, beginning in 2012-13, 
                    contingent upon the specific appropriation of funds 
                    for these purposes. 

                    dd)            Repeals the requirements that the 
                    CCC maintain career resource and placement centers, 
                    programs to instruct staff/faculty on performance 




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                    of matriculation services, orientation programs, as 
                    specified, and publicity programs. 

           STAFF COMMENTS  

           1)   Source of the bill  .  Pursuant to Senate Bill 1143 
               (Chapter 409, Statutes of 2010), the Board of Governors 
               of the California Community Colleges created the Student 
               Success Task Force (SSTF); 20 individuals (community 
               college chief executive officers, faculty, students, 
               researchers, staff and external stake holders) who spent 
               a year researching, studying and debating the best 
               methods to improve student outcomes at the community 
               colleges. 

               According to the SSTF report, which was unanimously 
               adopted by the Board of Governors in January 2012, it 
               was their goal to identify best practices for promoting 
               student success and to develop statewide strategies to 
               take these approaches to scale while ensuring that 
               educational opportunity for historically 
               underrepresented students would not just be maintained, 
               but bolstered. The report noted that while a number of 
               disturbing statistics around student completion reflect 
               the challenges faced by the students they serve, they 
               also clearly demonstrate the need for the system to 
               recommit to finding new and better ways to serve its 
               students.

               The SSTF efforts resulted in 22 specific recommendations 
               and the report, per the requirements of the legislation, 
               was presented to the Legislature at a joint 
               informational hearing of the Assembly Higher Education 
               Committee and the Senate Education Committee in February 
               2012. Implementation of these recommendations will be 
               accomplished through regulatory changes, system-wide 
               administrative policies, local best practices and 
               legislation. 

               This bill contains statutory changes necessary for 
               implementation of some of the recommendations of the 
               SSTF. 


           2)   Is the status quo defensible  ?  Some concerns have been 
               raised that the provisions of this bill should not be 




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               implemented until the impacts on low-income and 
               underrepresented students can be fully assessed.  
               According to the report, Divided We Fail: Improving 
               Completion & Closing Racial Gaps in California's 
               Community Colleges, 70 percent of Latino first-time 
               freshmen that enroll in a California public college or 
               university begin at a community college. Only two in ten 
               of these students complete a certificate, associate's 
               degree, or transfer after 6 years, compared to 37% of 
               white students.  Two thirds of African-American students 
               who go to a public college in California choose to start 
               in the California Community College system. Once there, 
               only 1 in 4 earns a certificate, associate degree, or 
               transfers after six years. Should a system that yields 
               these outcomes be considered the standard for 
               effectively serving underrepresented students? Do these 
               outcomes justify preservation of the existing model over 
               the adoption of policies shown by research to result in 
               improved student outcomes?  Is the only/best alternative 
               to do nothing?


           3)   Substantive author's amendments  .  The author is 
               concerned that provisions in the bill that establish BOG 
               waiver requirements that students declare a goal and 
               provide for a maximum unit cap will compromise access to 
               the California Community Colleges on the basis of 
               economic status. Loss of eligibility for a fee waiver 
               would, in essence eliminate the ability of low-income 
               students to access postsecondary educational opportunity 
               at the CCC while students who can afford to pay the fees 
               would maintain their access. Additionally, the author 
               notes that SSTF recommendations also call for regulatory 
               changes to require all students, regardless of their 
               economic status, to declare educational goals and meet 
               unit cap requirements in order to maintain enrollment 
               priority. 


               In response to these concerns, it is the author's desire 
               to eliminate the requirements that students identify a 
               goal upon enrollment and delete the maximum unit cap 
               requirements in order to be eligible for a BOG fee 
               waiver. Accordingly staff recommends the bill be amended 
               on page 3 to delete lines 34 and 35 and to delete 
               "including a maximum unit cap" in line 36. 




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           4)   Other recent amendments  . In response to concerns that 
               the changes proposed by this bill should require a broad 
               consultative process, that uniform policies be 
               implemented across districts and only as support 
               services are provided, and that the effect on students 
               be monitored, the bill was recently amended to do the 
               following:

               a)        Clarify that all policies related to the BOG 
                    fee waiver eligibility shall be developed and 
                    adopted in consultation with students, faculty, and 
                    other key stakeholders.

               b)        That these policies will include consideration 
                    of uniform academic performance and progress 
                    standards, criteria for review of extenuating 
                    circumstances and granting of appeals, and a 
                    process for reestablishing fee waiver eligibility.

               c)        Require the BOG to establish a reasonable and 
                    phased in implementation period, to provide 
                    students adequate notification of the academic 
                    progress requirements and information about 
                    available support services.

               d)        Direct the BOG to phase in these policies as 
                    resources are available to provide students with 
                    the core services outlined in matriculation 
                    (orientation, assessment and placement, counseling 
                    and education planning, and academic 
                    interventions). 

               e)        Require campuses, as a condition of receiving 
                    matriculation funds, to include in their plan a 
                    description of their practices for identifying 
                    students at risk for academic or progress 
                    probation, and the college's plan for intervention 
                    services to these students 

               f)        Require coordination with college student 
                    equity plans to identify strategies for monitoring 
                    and addressing equity issues and mitigating any 
                    disproportionate impacts on student access and 
                    achievement. 




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           5)   Academic and progress standards .  As the result of 
               author's amendments adopted in staff comment #2, 
               low-income students will now only be required to meet 
               academic and progress standards, as defined by the BOG, 
               in order to continue to be eligible for a BOG fee 
               waiver. According to information provided by the 
               Chancellor's Office, several other financial aid 
               programs establish academic and progress standards to be 
               met in order to continue to receive grants/services 
               including EOPS, Cal Grants, and Pell Grants. 
               Nonetheless, without some assurance that matriculation 
               services providing guidance and support are implemented 
               before these conditions are imposed upon students, it is 
               likely that they would simply create a barrier to access 
               for the low-income and underrepresented students who 
               already arrive at the CCC the least prepared. Staff 
               recommends the bill be amended to insert, "It is the 
               intent of the Legislature that academic and progress 
               standards be implemented only as campuses develop and 
               implement the student support services and interventions 
               necessary to ensure no disproportionate impact to 
               students based on ethnicity, gender, or socio-economic 
               status."

           6)   Double standard  ? This bill establishes academic and 
               progress standards to be met by students receiving 
               waivers on the basis of income level. As noted in the 
               background of this analysis, several other groups 
               receive fee waivers based upon criteria other than 
               income. Is it reasonable that academic and progress 
               standards be established exclusively for low-income 
               students? What is the rationale for holding low-income 
               students to a higher standard of academic performance in 
               order to receive a fee waiver? If the goal of these 
               policies is to encourage successful behavior on the part 
               of students, shouldn't these standards be applied to all 
               fee waiver recipients?

           7)   Scorecard requirements  .  This bill requires all 
               participating districts, as a condition of receiving 
               matriculation funds, to report disaggregated information 
               on the impact of their programs and services on students 
               by ethnicity, age and gender.  While the CCC report that 
               data regarding socio-economic status is not currently 
               available, acknowledging and gauging the effect of 




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               policies, programs and services on students from varying 
               income levels is critical, and may be able to be 
               accomplished using proxies for income. Staff recommends 
               the bill be amended on Page 10, line 40, to require that 
               disaggregated information additionally be reported "by 
               socio-economic status, to the extent this information is 
               available."

           8)   Counselors and other support services  . According to the 
               Chancellor's Office, the current average statewide 
               counselor-faculty to student ratio is 1900:1, with the 
               lowest district's ratio being 900:1. In 2010-11, only 23 
               percent of students statewide received counseling 
                                                           services and only 19 percent of students received 
               assistance in developing an education plan. While a 
               ratio of 900:1 could still be considered inadequate, the 
               estimated cost to bring the statewide ratio down to even 
               this level is estimated to be $300 million. 

               While some would contend that this information stresses 
               the need to increase and fund the overall number of 
               counselor-faculty, this bill provides an opportunity to 
               develop, expand, and more reasonably fund alternatives 
               for meeting students' advising and support needs. It 
               also specifically calls for the use of these funds to 
               identify delivery mechanisms, and to leverage 
               technology, to more efficiently and effectively serve a 
               greater number of students. As a categorical program, 
               these funds could be used for technology, 
               paraprofessional and peer advisors, and 
               counselor-faculty, supporting various levels of 
               counseling services to meet the varying complexity of a 
               student's advising needs. 

           9)   Commit the students, but not the institutions  ? This bill 
               requires the BOG to develop policies and processes to 
               require students to complete orientation and assessment 
               and to develop education plans. While institutions that 
               receive matriculation funds must agree to provide these 
               services, the bill also provides that the matriculation 
               provisions are only operative if funds are appropriated 
               for this purpose. Why should students be bound by these 
               requirements if the funding and the services to meet 
               these requirements are not provided? Staff recommends 
               the bill be amended to insert in section 78215, "It is 
               the intent of the Legislature that these policies and 




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               processes be developed and implemented only as resources 
               are provided and utilized by campuses to provide the 
               student support services, individual counseling and 
               advising necessary to ensure that students can 
               successfully meet these requirements."

           10)  Similar study/findings  . In February 2012, the Little 
               Hoover Commission issued a report Serving Students, 
               Serving California: Updating the California Community 
               Colleges to Meet Evolving Demands. The report noted that 
               the findings and conclusions of this study were 
               consistent with many of the findings of the Student 
               Success Task Force.  Similar to this bill, the report 
               called for, among other things, the implementation of a 
               student success scorecard, establishing additional 
               criteria for BOG fee waivers, and strengthening of 
               support for entering students. 
                
            11)  LAO evaluation and report  . Given the latitude being 
               extended to the community colleges to develop policies 
               for implementing the SSTF recommendations, it may be 
               prudent to have an independent review and report of 
               these efforts and their impact. Staff recommends the 
               bill be amended to require the LAO to review and report 
               to the appropriate fiscal and policy committees of the 
               Legislature by July 2014:

               a)        The extent to which the provisions of the 
                    Student Success Act of 2012 are implemented 
                    consistent with the Legislature's intent.  

               b)        The overall progress on the implementation of 
                    the Student Success Task Force recommendations.

               c)        The impacts on student participation, progress 
                    and completion, disaggregated by ethnicity, age, 
                    gender and socio-economic status.

               d)        A review of best practices and lessons learned 
                    at the district/campus level.

               Staff further recommends that the Chancellor's Office be 
               required to report to the LAO any information necessary 
               to meet these reporting requirements.

           12)  Related budget activity  . Currently, the Governor's 




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               proposed budget for 2012-13 consolidates nearly all 
               categorical programs, including matriculation, and 
               permits districts to use the "flexed" categorical funds 
               for any general operating cost.  According to a recent 
               agenda of the Budget Subcommittee on Education, 
               matriculation was one of two categorical programs 
               receiving the bulk of transferred dollars as a result of 
               the current flexibility extended to the CCC until 
               2014-15.  However, if matriculation funds remain in the 
               "flex item" as proposed in the Governor's budget, these 
               funds could be used for any purpose, and not necessarily 
               for the purposes outlined in this bill.

           SUPPORT  

          Accrediting Commission for Community and Junior Colleges'
          Advancement Project
          Alliance for a Better Community
          Association of California Community College Administrators
          AVID
          Barrio Logan College Institute
          Bay Area Council
          Board of Governors, California Community Colleges
          California Communities United Institute
          California Competes
          California State Student Association
          California State University
          Californians for Justice
          Campaign for College Opportunity
          Chancellor, San Diego Community College District
          College OPTIONS
          Community College League of California
          Education Trust - West
          Families in Schools
          Girls Incorporated of Orange County
          Greater Sacramento Urban League
          Hispanas Organized for Political Equality (HOPE)
          Hispanic Foundation of Silicon Valley
          Little Hoover Commission
          Long Beach Community College District
          Los Angeles Area Chamber of Commerce
          Mexican American Legal Defense and Educational Fund (MALDEF)
          North Bay Leadership Council
          One Voice
          Orange County Business Council
          Parent Institute for Quality Education (PIQUE)




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          Past President, Student Senate for California Community 
          Colleges
          Progressive Christians Uniting
          Project GRAD Los Angeles
          Regional Economic Association Leaders Coalition (REAL)
          San Bernardino Community College District
          San Diego Regional Chamber of Commerce
          San Diego Regional Economic Development Corporation
          San Francisco Chamber of Commerce
          San Gabriel Valley Economic Partnership
          San Jose Silicon Valley Chamber of Commerce
          Santa Monica Community College District
          Silicon Valley Leadership Group
          Southern California College Access Network
          State Center Community College District
          Women's Foundation of California
          Youth Policy Institute

          Two letters from individuals 
           
          OPPOSITION

           Board of Trustees, San Jose/Evergreen Community College 
          District
          California Community College Independents (CCCI)
          California Federation of Teachers (CFT)
          Faculty Association of the California Community Colleges
          President, Gavilan College Faculty Association