BILL ANALYSIS                                                                                                                                                                                                    �






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

          BILL NO:       SB 1196
          AUTHOR:        Liu
          AMENDED:       April 22, 2014
          FISCAL COMM:   Yes            HEARING DATE:  April 30, 2014
          URGENCY:       No             CONSULTANT:Kathleen Chavira

          SUBJECT  :  Postsecondary education statewide goals.
          
           SUMMARY  

          This bill establishes a process for setting specific  
          educational attainment goals for the state's postsecondary  
          education segments and requires that these goals guide the  
          development of five-year plans by the California Community  
          Colleges (CCC), the California State University (CSU), and  
          the University of California (UC) for making progress  
          toward the state's goals to; improve access, equity and  
          success, better align with workforce and economic needs,  
          and use resources effectively and efficiently while  
          maintaining quality .

           BACKGROUND  

          Current law outlines the following three goals for guiding  
          budget and policy decisions in higher education:

                 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.
                  
                 Better alignment of degrees and credentials awarded  
               with the state's economic, workforce and civic needs.

                 Effective and efficient use of resources in order  
               to increase high-quality postsecondary educational  
               outcomes and maintain affordability.  (Education Code  
               � 66010.91)

          Current law also declares the Legislature's intent that  




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          appropriate metrics be identified, defined, and formally  
          adopted to monitor progress toward the achievement of the  
          state's goals. In addition, current law declares the intent  
          that the metrics be used to ensure the effective and  
          efficient use of state resources available to postsecondary  
          education, and that progress on the adopted metrics be  
          reported and considered as part of the annual State Budget  
          process. 
          (EC 66010.93) 
           


          ANALYSIS

          This bill  :

          1)   Establishes a process for setting specific educational  
               attainment goals for California's postsecondary  
               education segments.  Specifically it:

                    a)             Requires the Governor, or his  
                    designee to consult with private industry and  
                    policy research entities to identify and  
                    establish specific educational attainment goals  
                    for the State and a target date for their  
                    achievement.

                    b)             Declares the Legislature's intent  
                    that the attainment goals: 

                           i)                  Be challenging and  
                         quantifiable.
                           ii)     Address achievement gaps for  
                         underrepresented populations.
                           iii)    Increase and align the educational  
                         level of California's adult population to  
                         address the state's economic and workforce  
                         needs. 
                           iv)     Be guided by the statewide goals  
                         currently in statute.
                         Guide the development of the plans (required  
          by the bill's  provisions) to be developed by the segments  
          for meeting    those goals.

          2)   Requires the CSU Trustees, the CCC Board of Governors,  
               and the UC Regents to each develop and adopt a 5  




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               year-plan for making progress toward meeting the  
               statewide goals.

                    a)             Requires a designee of the  
                    Governor to convene a technical working group, as  
                    specified, to advise in the development of the  
                    plan and requires the technical working group to:

                           i)                  Identify and define  
                         specific metrics for measuring performance  
                         and progress toward statewide goals.
                           ii)     Require that the metrics align  
                         with performance measure and outcome  
                         priorities already statutorily established  
                         for the UC, CSU, and CCC. 
                           iii)    Include performance measures for  
                         awarding degrees and graduating students  
                         with job skills aligned to workforce and  
                         economic needs. 
                           iv)     Develop a coordinated and  
                         centralized process for collecting and  
                         reporting information that will be required  
                         in the plans.
                           v)                  Determine and  
                         prescribe various data requirements in order  
                         to align reporting across all three  
                         segments.
                           vi)     Provide its results to the UC,  
                         CSU, and CCC by January 31, 2015, in order  
                         to guide the development of the plans.

                    b)             Requires that the plans include,  
                    but not be limited to, specific objectives for  
                    meeting the state's attainment goals and their  
                    progress in each of the performance measures  
                    established for their respective segments.

                    c)             Requires each of the segments, in  
                    developing their plans to:

                           i)                  Establish a process  
                         for setting attainment goals and performance  
                         targets at a regional and campus level.
                           ii)     Collaborate to establish  
                         attainment goals and performance targets  
                         based upon both statewide and regional  




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                         needs.  

           STAFF COMMENTS  

           1)   Need for the bill  . According to the author, this bill  
               is intended to propose a more collaborative process  
               that engages the Legislature, the public postsecondary  
               education segments and the Administration in the  
               development of the sustainability plans envisioned by  
               the Governor in his 2014-15 budget proposal.  This  
               bill establishes a process that includes all three  
               entities to ensure that all participate in the  
               development of the sustainability plans envisioned by  
               the Governor.  This bill acknowledges that the  
               segments of postsecondary education have a  
               responsibility to inform the Legislature and  
               Administration of their goals and targets and what  
               they plan to accomplish, but that the State also has a  
               responsibility to be clear about its needs and  
               expectations if we are to make progress towards our  
               statewide goals.  

          2)   Related Budget Activity  .  The Governor's budget  
               proposal includes a multi-year funding plan and  
               related budget bill language requires the UC Regents  
               and the CSU Board of Trustees to adopt three year  
               sustainability plans by November 30, 2104 for fiscal  
               years 2015-16, 2016-17, and 2017-18. These plans are  
               proposed to include: projections of available  
               resources, expenditures, enrollment and the  
               University's goals for each academic year within the  
               three-year period. 

               The agenda for the Budget Subcommittee on Education  
               review of this proposal raised the following for the  
               Subcommittee's consideration:

               a)        The Governor's proposal does not set state  
                    performance expectations or link funding to meet  
                    these expectations.  

               b)        The only concrete outcome required by the  
                    proposal is the maintenance of current tuition  
                    and fee levels. 

               c)        The Legislature may want to consider how  




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                    these investments address current and long term  
                    educational needs.

               d)        The Legislative Analyst Office (LAO) has  
                    suggested that California could connect  
                    university funding with state priorities in a  
                    variety of ways, including the use of performance  
                    measure already required to be reported. 

           3)   California's current educational attainment status  ?  
               The Lumina Foundation recently issued its annual  
               report,  A Stronger Nation through Higher Education,  
               Closing the Gaps in College Attainment  in which it  
               tracks the nation's progress toward its Goal 2025 (60  
               percent higher education attainment) using 2012 Census  
               figures. According to the report, in 2012, 39.4  
               percent of working-age Americans (25-64) have a two-  
               or four-year degree, an increase of 0.7 percent from  
               last year. The increase reflects an increased  
               attainment rate among young adults (ages 25-34) of  
               40.9 percent.

               In California, 39.7 percent of California's 20.2  
               million working-age adults (ages 25-64) hold a two- or  
               four-year college degree, an increase from last year's  
               rate of 38.9 percent. The state's rate of higher  
               education attainment is slightly above the national  
               average of 39.4 percent. The highest degree attainment  
               rates were Asian (59.4%) and White (51.1), populations  
               with the lowest degree attainment rate for Hispanics  
               (16.8%).   The percentage of adults with at least an  
               associate degree, by county, ranged from 19.9 percent  
               (Merced) to 61.7 percent (San Francisco).  The Central  
               Valley, Imperial Valley and rural northern California  
               counties hover around 20 percent, while northern  
               California bay area communities have rates ranging  
               between 50 and 60 percent.

           4)   Attainment goals versus statewide goals  ? Current law  
               outlines broad goals for guiding postsecondary  
               education budget and policy that increase the level of  
               California's adult population's educational attainment  
               to meet civic and workforce needs. This bill proposes  
               a process for developing the specific attainment goals  
               necessary for this purpose.  





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               Several California specific and national reports have  
               highlighted the need to improve overall educational  
               attainment (i.e. increase the percentage of adults  
               with meaningful postsecondary credentials) in order to  
               regain and maintain the State's role as an economic  
               leader in a global economy. According to California  
               Competes, a non-profit policy research organization,  
               California ranks 23rd among states in terms of the  
               proportion of adults ages 25 to 64 with an associate's  
               degree or above. In its report,  Credential Crunch: How  
               to Regain California's Economic Standing  , it suggests  
               that attainment goals must focus upon a target  
               population, the types of credentials, and a target  
               date for achievement. 

               The following chart from the report provides a  
               comparison of the attainment goals suggested by  
               several different entities: 




           5)   Performance metrics  .  AB 94 (Committee on Budget,  
               Chapter 50, Statutes of 2013) required the UC and CSU  
               to report annually on several performance measures,  
               beginning in March 2014.  It also requires them to  
               report on the total costs of education system-wide and  
               by campus, beginning October 1, 2014.    The March  
               report was recently submitted and discussed at a  
               hearing of the Assembly Budget Subcommittee on  
               Education Finance. At the hearing, the LAO reported  
               that the segments interpreted some measures  
               differently, and suggested the Legislature could amend  
               statute to require the segments to work with  
               legislative staff and administration to agree on  
               common data sources, dates and definitions in order to  
               improve the consistency of the information. 
                
                This bill reflects the recommendations made by the LAO  
               by creating a collaborative process for further  
               refining metrics and performance measures and related  
               data requirements. It also ensures the inclusion of a  
               workforce related metric, which is not currently  
               captured by existing performance measures. 

           6)   Related informational hearing  .  On February 26, 2014,  




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               the Senate Education Committee and the Senate Budget  
               Subcommittee on Education held a joint informational  
               hearing, Accountability for Postsecondary Education  
               Performance: A Framework for Informing State Budget  
               and Policy to Meet Public Needs, to consider and  
               discuss the Governor's budgetary proposal, learn more  
               about California's status in relation to its statewide  
               goals, and to learn about similar efforts nationally.  
               The committees heard testimony from researchers,  
               policy experts and representatives from other states.   
               The content of this bill reflects much of what was  
               learned at the hearing. 

           7)   Are these the right consultants  ?  Among other things,  
               the informational hearing (see staff comment #6)  
               focused on the importance of state level leadership to  
               establish a public agenda and guide the development of  
               a specific plan to identify and meet the state's  
               attainment goals.  In other states, this role has been  
               filled by a central coordinating board, an office of  
               higher education, or a Governor.  In the absence of a  
               higher education coordinating board in California,  
               this bill directs the Governor, or his designee, to  
               undertake the task of setting educational attainment  
               goals related to the state's broader needs and to  
               consult, as specified, to develop these goals. 
                
                The bill currently directs the Governor to consult  
               with policy research entities and private industry to  
               set specific educational attainment goals.  According  
               to the author, the intent is to ensure that these  
               attainment goals are developed using whatever  
               expertise is necessary to address the state's overall  
               credential needs, as well as demographic and regional  
               achievement and workforce gaps. Staff recommends the  
               bill be amended to authorize the Governor to  
               additionally consult with any other entity he deems  
               appropriate for this purpose. 

           8)   Technical amendment  .  According to the author, the  
               intent of this bill is to build upon existing  
               reporting already conducted at the public segments.   
               At the Community Colleges, the intent was to reference  
               the statutes that guided the development of the  
               Student Success Scorecard.  Staff recommends the bill  
               be amended on page 3 line 25 to replace the current  




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               cross reference with "the outcome priorities developed  
               pursuant to Education Code � 84754.5."

           9)   Public but not private  ?  This bill directs the  
               Governor to set attainment goals for the segments of  
               postsecondary education.  Current law defines these to  
               include the UC, CSU, CCC, the independent institutions  
               of higher education and private postsecondary  
               educational institutions.  This bill only directs the  
               public institutions to develop the required plans.  It  
               is unlikely that the public segments alone can meet  
               the degree and credential production needs of the  
               state. Should private higher education institutions  
               also be included in the bill? 

           SUPPORT  

          None received.

           OPPOSITION

           None received.