BILL ANALYSIS                                                                                                                                                                                                    �






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

          BILL NO:       SB 682
          AUTHOR:        Lara
          AMENDED:       April 2, 2013
          FISCAL COMM:   No             HEARING DATE:  May 8, 2013
          URGENCY:       No             CONSULTANT:Lynn Lorber

           SUBJECT  :  Instructional materials.
          
           SUMMARY  

          This bill 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.  

           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 providing those materials to  
          school districts, including:







                                                                    SB 682
                                                                    Page 2


          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,  
          California State University, the California Community Colleges,  







                                                                    SB 682
                                                                    Page 3

          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)

          Current law authorizes school districts and county offices of  
          education to dispose of surplus or undistributed obsolete  
          instructional materials in its possession that are usable for  
          educational purposes in any of the following ways:

          1)   By donation to a school district, county free library or  
               other state institution.

          2)   By donation to a public agency or institution of any  
               territory or possession of the United States, or the  
               government of a country that formerly was a territory or  
               possession of the United States.

          3)   By donation to a non-profit charitable organization.

          4)   By donation to children or adults in the State of  
               California, or foreign countries for the purpose of  
               increasing the general literacy of the people.

          5)   By sale.  (EC � 60510)

           ANALYSIS
           
           This bill  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.   
          Specifically, this bill:

          1)   Authorizes school districts to provide a digital version  
               of adopted instructional materials to students that may be  
               downloaded onto an electronic device.

          2)   Authorizes digital versions of an adopted instructional  
               material supplied to students to be treated as surplus  
               property at the end of the school year, to be retained by  
               the student.

          3)   Authorizes digital versions of adopted instructional  
               materials to be provided to students in compliance with  







                                                                    SB 682
                                                                    Page 4

               the Williams settlement.

           STAFF COMMENTS  

           1)   Need for the bill  .  According to the author, "With  
               increased discussion centered on blended learning and  
               digital textbooks, technology companies and publishers  
               have responded and are actively collaborating with  
               educators on a number of educational initiatives,  
               including the creation of textbooks that may be accessed  
               in both print and digital format.  While schools and  
               school districts are interested in and moving toward  
               incorporating digital learning in K-12 curriculum, there  
               is concern as to how the digital material is treated once  
               the course or school year is over.  Current law is silent  
               as to whether or not a student keeping digital material,  
               much like a workbook, once the school year is over is  
               considered a gift of public funds.  Due to a lack of  
               clarity in current law, schools are hesitant to move  
               forward with incorporating digital materials into their  
               curriculum."

           2)   Not currently authorized  ?  This bill authorizes several  
               actions that may be current practice, depending on  
               specific agreements between a school district and  
               publisher.  For example, current law allows digital  
               versions of materials to be provided to students in a way  
               that is compliant with the Williams settlement, and  
               nothing prohibits a school district from having an  
               agreement with a publisher to provide access to  
               instructional materials for an extended length of time  
               (albeit likely for a fee).  


               This bill codifies portions of the terms of an agreement  
               between Apple and publishers Houghton Mifflin Harcourt,  
               McGraw-Hill, and Pearson.  Specifically, the terms of  
               Apple's iBooks Business Model includes the Volume Purchase  
               Program whereby school districts purchase digital codes in  
               bulk, distribute the digital codes to students to be  
               downloaded on devices, and the content stays with the  
               student at the end of the school year.  

               Does this bill create an advantage for Apple and  
               participating publishers?  Will any brand of device be  
               compatible with the digital version of instructional  







                                                                    SB 682
                                                                    Page 5

               materials?  How will the privacy of students who access  
               the digital material be protected; will Apple, publishers  
               or a third party have access to information about a  
               student using instructional materials on his or her own  
               device?  Should school districts be required to have rules  
               and regulations regarding the use of devices by students  
               for instructional purposes?

           3)   Contracts and copyright  .  This bill authorizes digital  
               versions of an adopted instructional material supplied to  
               students to be treated as surplus property at the end of  
               the school year, to be retained by the student.  It is  
               unclear why such material should be considered surplus,  
               rather than simply allowing access to the material beyond  
               the school year in which the student was assigned the  
               instructional material.  Further, any use of materials  
               should be within the scope of the contract between the  
               school district and publisher.  Staff recommends an  
               amendment to strike reference to surplus property and  
               instead specify that digital versions of instructional  
               materials acquired by a school district may be retained by  
               students if that does not violate any contract or  
               copyright laws.  

           4)   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 scheduled to be  
               heard by this Committee on May 8, 2013.

          AB 133 (Hagman) requires a publisher submitting printed  
               instructional material for adoption by the SBE or the  
               governing board of a school district to ensure that the  
               printed instructional material is also available in  
               digital format, during the entire term of the adoption.   
               AB 133 is pending in this Committee.

           SUPPORT  

          Advisory Commission on Special Education
          Disability Rights California
          Napa County Office of Education
          TechAmerica
          TechNet







                                                                    SB 682
                                                                    Page 6


           OPPOSITION

           None on file.