BILL ANALYSIS                                                                                                                                                                                                    �






                           SENATE COMMITTEE ON EDUCATION
                                 Carol Liu, Chair
                             2013-2014 Regular Session
                                         

          BILL NO:       AB 133
          AUTHOR:        Hagman
          AMENDED:       April 11, 2013
          FISCAL COMM:   No             HEARING DATE:  June 5, 2013
          URGENCY:       No             CONSULTANT:Lynn Lorber

           SUBJECT  :  K-12 instructional materials: digital format.
          
           SUMMARY  

          This bill requires publishers of instructional materials, when  
          submitting printed materials for adoption, to also make  
          available an equivalent digital format.

           BACKGROUND  

          School districts are required to provide instructional  
          materials adopted by the State Board of Education (SBE) to  
          pupils in grades K-8, or standards aligned materials that have  
          not been adopted by the SBE (see next paragraph).  School  
          districts adopt materials for use in high schools.  The SBE is  
          prohibited from adopting instructional materials (other than  
          specified materials related to the common core standards)  
          until the 2015-16 school year (due to budget constraints).   
          (Education Code � 60200, � 60200.7 and � 60400)

          Current law authorizes school districts to use instructional  
          materials that are aligned with the academic content standards  
          (original standards or common core standards), including  
          instructional materials that have not been adopted by the SBE.  
           A district that chooses to use instructional materials that  
          have not been adopted by the SBE must ensure that a majority  
          of participants of a review process are classroom teachers who  
          are assigned to the subject area or grade level of the  
          materials.  (EC � 60210)

          Current law requires publishers to adhere to several  
          requirements when submitting instructional materials to the  
          SBE for consideration, as well as in the provision of those  
          materials to school districts, including:








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          1)   Furnish the materials at a price that does not exceed the  
               lowest price sold in the United States.

          2)   Provide any materials free of charge to the same extent  
               as received by any state.

          3)   Provide to the state, at no cost, computer files or other  
               electronic versions of each state-adopted literary title  
               and the right to transcribe, reproduce, modify and  
               distribute the material in Braille, large print,  
               recordings, American Sign Language videos or other  
               specialized media exclusively for use by pupils with  
               visual disabilities.  (EC � 60061 & � 60220)

          Current law requires the California Department of Education  
          (CDE) to establish a pilot program of 12 schools to request  
          publishers make instructional materials in electronic  
          multimedia format available for purchase.  Participating  
          schools are required to provide to pupils the hardware  
          necessary to use the electronic materials, or print materials  
          to pupils who do not have access to the hardware.  No schools  
          elected to participate in this pilot program.  (EC � 60051)

          Current law authorizes school districts to include relevant  
          technology-based materials when adopting instructional  
          materials if the materials are both available and comparable  
          to other, equivalent instructional materials.  (EC � 60052)

          For purposes of the Williams settlement, current law defines  
          "sufficient textbooks or instructional materials" to mean that  
          each pupil, including English learners, has a  
          standards-aligned textbook or instructional materials, or  
          both, to use in class and to take home, but does not require  
          two sets of textbooks or instructional materials to be  
          purchased for each pupil.  (EC � 60119)

          Instructional materials may be in a digital format as long as  
          each pupil, at a minimum, has and can access the same  
          materials in the class and to take home, as all other pupils  
          in the same class or course in the district and has the  
          ability to use and access them at home.  (EC � 60119)

          Current law requires, by January 1, 2020, publishers of any  
          textbook offered for sale at the University of California,  








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          California State University, the California Community  
          Colleges, or a private university in the state, to the extent  
          practicable, make the textbooks available (in whole or part)  
          for sale in an electronic format.  The electronic version must  
          contain the same content as the printed version and may be  
          copyright-protected.  (EC � 66410)

           ANALYSIS
           
           This bill  requires publishers of instructional materials, when  
          submitting printed materials for adoption, to also make  
          available an equivalent digital format.  Specifically, this  
          bill:

          1)   Requires a publisher or manufacturer that submits a  
               printed instructional material for adoption by the State  
               Board of Education (SBE), or by a school district, to  
               ensure the printed material is also available in an  
               equivalent digital format.

          2)   Clarifies that digital versions must be available for  
               instructional materials submitted to SBE or school  
               districts on or after January 1, 2014. 

          3)    Requires the digital format to be available during the  
               entire term of the adoption.

           STAFF COMMENTS  

           1)   Need for the bill  .  According to the author, "Under the  
               system in place, California K-8 and 9-12 school districts  
               are mandated to provide all students a hard copy of a  
               textbook.  Currently, students who have e-readers do not  
               have the option to receive their texts in a format that  
               would be compatible to view on these devices.  This has  
               done a disservice to both school districts and students  
               who own these devices and would prefer to learn from  
               them."

           2)   Current options  .  School districts must provide to pupils  
               in grades K-8 instructional materials that have been  
               either been adopted by the State Board of Education  
               (SBE), or by the governing board of the district.  School  
               districts must provide to pupils in grades 9-12  








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               instructional materials that have been adopted by the  
               district governing board; SBE does not adopt  
               instructional materials for grades 9-12.  Publishers of  
               instructional materials negotiate directly with school  
               districts with regard to exactly which adopted materials  
               the district will purchase (print textbooks, materials  
               for English learners, ancillary materials, and the format  
               desired).  While school districts currently have the  
               authority to request digital formats and negotiate with  
               publishers, publishers are not required to disclose all  
               available options nor are publishers required to offer  
               materials in any format other than print versions.

           3)   No requirement to purchase  .  This bill does not require  
               school districts to purchase instructional materials in  
               any specific format, nor does this bill reinstate the  
               requirement that school districts purchase materials  
               within a specific timeframe subsequent to adoption by the  
               SBE.

           4)   Technical amendment needed  .  This bill includes  
               cross-references to two provisions of the Education Code  
               related to adoption of K-8 materials by the SBE and 9-12  
               materials by school districts.  Beginning in 2013, school  
               districts are authorized to use K-8 instructional  
               materials that are standards-aligned but not adopted by  
               the SBE.  Staff recommends an amendment to include a  
               cross-reference to the provision allowing districts to  
               use K-8 materials that have not been adopted by the SBE.   
               (On page 2, line 6, after "Section" add "60210 or.")

           5)   Related legislation  .  SB 185 (Walters) authorizes school  
               districts to negotiate the price of instructional  
               materials, requires publishers to offer instructional  
               materials as unbundled elements, and authorizes school  
               districts to create a districtwide online digital  
               database of instructional materials.  SB 185 is pending  
               in the Assembly.

          SB 682 (Lara) authorizes school districts to provide a digital  
               version of instructional materials to students that may  
               be downloaded onto an electronic device, and allows  
               students to keep the digital materials beyond the end of  
               the school year.  SB 682 is pending in the Assembly.








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           6)   Prior legislation  .  AB 1790 (Hagman, 2012) would have  
               required publishers to ensure that instructional  
               materials are offered in both print and digital formats.   
               AB 1790 was vetoed by the Governor, whose veto message  
               read:

                    This bill is contingent on the enactment of Senate  
                    Bill 1154, which I vetoed.  As a consequence, this  
                    bill cannot become operative. 
                    
               SB 1154 (Walters, 2012) would have required equivalent  
               digital formats to be offered at the same or lower cost  
               than print materials, required publishers to offer  
               unbundled instructional materials, and authorized  
               districts to use digital materials for classroom use  
               through a district-based digital library.  SB 1154 was  
               vetoed by the Governor, whose veto message read:

                    Providing on-line instructional materials and  
                    coursework to pupils in California is an educational  
                    goal that I very much share. 

                    This bill, however, does not accomplish that goal.  
                    Instead, it puts unrealistic requirements on  
                    California's businesses that will lead to increased  
                    costs of instructional materials.

               AB 1010 (Pavley, 2004) would have required, beginning  
               January 1, 2007, a publisher that makes basic  
               instructional materials available to a school district in  
               a hard copy format to also make instructional materials  
               available in an electronic multimedia format.  AB 1010  
               was vetoed by Governor Schwarzenegger with the following  
               veto message:  

                    While I support the idea of using an electronic  
                    multimedia format, it is crucial that we remain  
                    focused on providing all pupils with an actual  
                    textbook in core curricula areas. In addition, I  
                    am concerned about the rising costs of textbooks  
                    and this bill could create increased costs to  
                    the State in the form of higher textbook costs  
                    for publishers to comply with the electronic  








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                    multimedia format requirement. Higher costs  
                    could make it more difficult for schools to  
                    ensure that pupils have adequate textbooks which  
                    was a cornerstone of the Williams v. State of  
                    California settlement agreement.

           SUPPORT  

          Association of American Publishers
          Association of California School Administrators
          California Communities United Institute
          Disability Rights California
          Los Angeles County Office of Education

           OPPOSITION

           None on file.