Summary of Senate Bill 1133 (Chapter 751, Statutes of 2006) The Quality Investment Act (QEIA) In Settlement of CTA v Schwarzenegger C C S E S A California

Summary of Senate Bill 1133 Summary of Senate Bill 1133

(Chapter 751, Statutes of 2006)(Chapter 751, Statutes of 2006)

The Quality Investment Act (QEIA)The Quality Investment Act (QEIA)In Settlement of In Settlement of

CTA v CTA v SchwarzeneggerSchwarzenegger

C C S E S AC C S E S ACalifornia County Superintendents Educational Services Association

Prepared by:

Sue Burr

Deputy Executive Director

CCSESA Quarterly Meeting

October 2006

Background on Lawsuit and SettlementBackground on Lawsuit and Settlement Intent of the LegislationIntent of the Legislation Eligible SchoolsEligible Schools Selection Process and TimelinesSelection Process and Timelines Program Requirements & AssistanceProgram Requirements & Assistance How Does QEIA Complement Other How Does QEIA Complement Other

School Improvement Efforts?School Improvement Efforts? Issues to ConsiderIssues to Consider

Overview of Presentation...Overview of Presentation...

C C S E S AC C S E S A

Background on Lawsuit & Background on Lawsuit & Settlement…Settlement… CTA filed suit against the state to compel CTA filed suit against the state to compel

payment of full Proposition 98 minimum payment of full Proposition 98 minimum funding guarantee funding guarantee

Dispute arose from agreement reached Dispute arose from agreement reached between the Education Coalition and the between the Education Coalition and the Governor in 2004Governor in 2004

SB 1101 – Budget related bill suspended SB 1101 – Budget related bill suspended the guarantee by only $2 billion, but state the guarantee by only $2 billion, but state refused to appropriate additional monies refused to appropriate additional monies when state revenues took an uptickwhen state revenues took an uptick


Background on Lawsuit & Background on Lawsuit & SettlementSettlement (cont.) (cont.)…… Parties agreed to a settlement in May Parties agreed to a settlement in May

2006 and state agreed to repay $300 2006 and state agreed to repay $300 million in 2007-08 and $450 million in million in 2007-08 and $450 million in 2008-09 and annually until the debt is 2008-09 and annually until the debt is paidpaid

Also agreed to sponsor legislation to Also agreed to sponsor legislation to effectuate the settlement – SB 1133 effectuate the settlement – SB 1133


Intent of the Legislation…Intent of the Legislation… Establishes the Quality Education Investment Establishes the Quality Education Investment

Act of 2006 (QEIA) to:Act of 2006 (QEIA) to: Improve the quality of academic instruction Improve the quality of academic instruction

and academic achievement in schools with and academic achievement in schools with high poverty students and complex high poverty students and complex educational needseducational needs

Develop exemplary school district and school Develop exemplary school district and school practices to create working conditions and practices to create working conditions and learning environments to attract and retain learning environments to attract and retain well qualified teachers, administrators and well qualified teachers, administrators and other staffother staff

Focus all school resources on instructional Focus all school resources on instructional improvement and services to pupilsimprovement and services to pupils


Eligible Schools…Eligible Schools… Public schools, including charter Public schools, including charter

schools, ranked in decile 1 or 2 on the schools, ranked in decile 1 or 2 on the 2005 Academic Performance Index (API)2005 Academic Performance Index (API)

Schools currently participating in the HP Schools currently participating in the HP Schools Grant Program and meeting Schools Grant Program and meeting growth requirements are eligible to growth requirements are eligible to participate, and be funded, under participate, and be funded, under BOTHBOTH programsprograms


Eligible Schools Eligible Schools (cont.)(cont.)…… Schools currently participating in the High Schools currently participating in the High

Priority (HP) Schools Grant Program and Priority (HP) Schools Grant Program and NOTNOT meeting growth requirements are meeting growth requirements are eligible to participate, and be funded, eligible to participate, and be funded, under under BOTH BOTH programs, if the school programs, if the school undergoes a “rigorous review” by the state undergoes a “rigorous review” by the state Superintendent of Public Instruction (SPI)Superintendent of Public Instruction (SPI)

Number of schools eligible estimated to be Number of schools eligible estimated to be 1,680, but resources available for only 1,680, but resources available for only about 500-600 schoolsabout 500-600 schools


Selection Process & Selection Process & Timelines…Timelines… SPI notifies school districts with SPI notifies school districts with

eligible schools – expected to eligible schools – expected to occur no later than January, 2007occur no later than January, 2007

Districts apply on behalf of eligible Districts apply on behalf of eligible schools to SPI and Secretary of schools to SPI and Secretary of EducationEducation


Selection Process & Timelines Selection Process & Timelines (cont.)(cont.)……

SPI and Secretary develop review criteria, SPI and Secretary develop review criteria, which must include wide geographic which must include wide geographic diversity and grade level distribution in diversity and grade level distribution in funded schoolsfunded schools

SPI and Secretary make recommendations SPI and Secretary make recommendations to the State Board of Education (SBE), to the State Board of Education (SBE), which makes final selection of participating which makes final selection of participating schools – expected to occur by May, 2007schools – expected to occur by May, 2007


Program Requirements…Program Requirements…

Funded schools must agree to:Funded schools must agree to: Update their School Plan to focus on Update their School Plan to focus on

instructional improvement and include instructional improvement and include resources available under the program, and resources available under the program, and all allowable categorical fundsall allowable categorical funds

Participate in the current K-3 Class Size Participate in the current K-3 Class Size Reduction program and reduce class sizes in Reduction program and reduce class sizes in grades 4-12 to 25 or 5 fewer per class than grades 4-12 to 25 or 5 fewer per class than the 2005-06 school year, whichever is fewerthe 2005-06 school year, whichever is fewer


Program Requirements Program Requirements (cont.)(cont.)

……Funded schools must agree to:Funded schools must agree to:

Ensure that each teacher is highly Ensure that each teacher is highly qualified in the subject area(s) they teachqualified in the subject area(s) they teach

Provide high quality professional Provide high quality professional development to teachers and development to teachers and administrators on an annual basisadministrators on an annual basis

For high schools, maintain a pupil to For high schools, maintain a pupil to credentialed counselor ratio of 300:1 credentialed counselor ratio of 300:1


Program Requirements Program Requirements (cont.)(cont.)

……Funded schools must agree to:Funded schools must agree to:

Employ teachers whose length of Employ teachers whose length of service is equal or greater than the service is equal or greater than the average teacher experience in the average teacher experience in the school districtschool district

Exceed their API growth targets, Exceed their API growth targets, averaged over the first four years of averaged over the first four years of participation and annually thereafterparticipation and annually thereafter


Program Requirements – Program Requirements – Allowable Alternative Allowable Alternative Approaches…Approaches… School districts may apply to use School districts may apply to use

alternative instructional improvement alternative instructional improvement approaches, provided they can demonstrate approaches, provided they can demonstrate that the alternative program will yield a that the alternative program will yield a higher level of pupil academic achievementhigher level of pupil academic achievement

Proposed alternative approaches must:Proposed alternative approaches must:

Be used to serve no more than 15% of Be used to serve no more than 15% of students funded statewidestudents funded statewide


Program Requirements – Program Requirements – Allowable Alternative ApproachesAllowable Alternative Approaches (cont.)(cont.)……Proposed alternative approaches must:Proposed alternative approaches must:

Be based on reliable data and “sound Be based on reliable data and “sound scientifically based” researchscientifically based” research

Be funded within resources made available Be funded within resources made available under QEIAunder QEIA

Meet all implementation timelines and API Meet all implementation timelines and API growth requirementsgrowth requirements

SPI must give priority for approval of SPI must give priority for approval of alternative approaches to high schools facing alternative approaches to high schools facing extraordinary facilities issuesextraordinary facilities issues


Program Requirements – Program Requirements – Funding for Participating Funding for Participating Schools…Schools… Funded Schools Will Receive:Funded Schools Will Receive:

$500 per student enrolled in grades K-3$500 per student enrolled in grades K-3 $900 per student enrolled in grades 4-8 $900 per student enrolled in grades 4-8 $1,000 per student enrolled in grades 9-12$1,000 per student enrolled in grades 9-12 Partial funding to begin in 2007-08 and Partial funding to begin in 2007-08 and

continue annually through 2013-14, continue annually through 2013-14, provided schools meet specified provided schools meet specified implementation targetsimplementation targets


Program Requirements – Program Requirements – Funding for Participating Funding for Participating Schools Schools (cont.)(cont.)……

Funded Schools are then exempted Funded Schools are then exempted from all categorical funding from all categorical funding requirements, except those related to requirements, except those related to Economic Impact Aid (EIA) and any Economic Impact Aid (EIA) and any requirements expressly prohibited by requirements expressly prohibited by federal law. EIA funding federal law. EIA funding CANNOTCANNOT be be used to implement used to implement QEIA.QEIA.


Program Requirements – Program Requirements – Implementation Targets…Implementation Targets… Funded Schools Must Meet the Following Funded Schools Must Meet the Following

Timelines:Timelines: Be at least 1/3 of the way toward Be at least 1/3 of the way toward

meeting each of the programmatic meeting each of the programmatic requirements by the end of the first full requirements by the end of the first full year of funding year of funding (2008-09)(2008-09)

Be at least 2/3 of the way toward Be at least 2/3 of the way toward meeting each of the programmatic meeting each of the programmatic requirements by the end of the second requirements by the end of the second full year of funding (2009-10)full year of funding (2009-10)


Program Requirements – Program Requirements – Implementation Targets Implementation Targets (cont.)(cont.)

…… Funded Schools Must Meet the Following Funded Schools Must Meet the Following

Timelines:Timelines: Achieve full implementation by the third Achieve full implementation by the third

full year of funding (2010-11)full year of funding (2010-11) Annually provide high quality, subject Annually provide high quality, subject

specific professional development to at specific professional development to at least 1/3 of the teachers and least 1/3 of the teachers and paraprofessionals employed by the paraprofessionals employed by the schoolschool


Program Requirements – Program Requirements – Implementation Targets Implementation Targets (cont.)(cont.)

…… Funded Schools Must Meet the Following Funded Schools Must Meet the Following

Timelines:Timelines: Meet all of the requirements of the Meet all of the requirements of the

Williams lawsuit settlement by the end Williams lawsuit settlement by the end of the first full year of fundingof the first full year of funding

Increase pupil attendance and Increase pupil attendance and graduation rates by the third full year graduation rates by the third full year of funding of funding (2010-11)(2010-11)


Program Requirements – County Program Requirements – County Superintendent Superintendent Responsibilities…Responsibilities…

County superintendents are required to County superintendents are required to annually monitor the implementation of annually monitor the implementation of QEIA in funded schoolsQEIA in funded schools

If the county superintendent determines If the county superintendent determines that a funded school has not met the that a funded school has not met the implementation targets after the first or implementation targets after the first or second year of funding, he/she must notify second year of funding, he/she must notify the SPI.the SPI.


Program Requirements – County Program Requirements – County Superintendents ResponsibilitiesSuperintendents Responsibilities (cont.)(cont.)……

If all of the interim and final targets are not If all of the interim and final targets are not met by the end of the subsequent year, met by the end of the subsequent year, the SPI is required to terminate funding for the SPI is required to terminate funding for the programthe program

The SPI is required to provide advance The SPI is required to provide advance notice of funding termination and to notice of funding termination and to provide sufficient funds needed to make provide sufficient funds needed to make staff and cost adjustmentsstaff and cost adjustments


Technical Assistance for Program Technical Assistance for Program Implementation…Implementation… The legislation appropriates $5 million in one-The legislation appropriates $5 million in one-

time funding to establish two regional technical time funding to establish two regional technical assistance centers in county offices of educationassistance centers in county offices of education

Centers are required to:Centers are required to:

Provide regional technical support to funded Provide regional technical support to funded schools schools

Document best practices for the schoolsDocument best practices for the schools


Technical Assistance for Program Technical Assistance for Program Implementation Implementation (cont.)(cont.)……

Centers are required to:Centers are required to:

Disseminate information regarding best Disseminate information regarding best practices to school districts and chartering practices to school districts and chartering authoritiesauthorities

The legislation specifies that these activities The legislation specifies that these activities ““be merged to the maximum extent feasiblebe merged to the maximum extent feasible” ” with other similar state and federal assistance with other similar state and federal assistance programs.programs.


How QEIA Complements Other How QEIA Complements Other School Improvement Efforts…School Improvement Efforts… View through lens of Effective School View through lens of Effective School

Interventions – Academic Program Survey Interventions – Academic Program Survey Components/EdSource Research on Effective Components/EdSource Research on Effective Schools:Schools: Qualified, up-to-date teachers and school Qualified, up-to-date teachers and school

site administrators, high quality instructional site administrators, high quality instructional materials, formative assessments, data materials, formative assessments, data analysis and feedback to instructional analysis and feedback to instructional practices, top notch, subject specific practices, top notch, subject specific professional development, collaboration professional development, collaboration time time


How QEIA Complements Other How QEIA Complements Other School Improvement Efforts School Improvement Efforts (cont.)(cont.)...... Meld with Teacher Quality Efforts – SB Meld with Teacher Quality Efforts – SB

1209 (Scott) – establishes and funds 1209 (Scott) – establishes and funds mentor program for teachers who mentor program for teachers who agree to assist in low performing agree to assist in low performing schools, increases funding for teacher schools, increases funding for teacher intern programs; SB 1655 (Scott) intern programs; SB 1655 (Scott) regarding voluntary teacher transfers regarding voluntary teacher transfers to low performing schoolsto low performing schools


Issues to Consider in Program Issues to Consider in Program Implementation…Implementation… Success of the program is a Success of the program is a VERYVERY high high

priority for CTA and its locals; therefore priority for CTA and its locals; therefore public attention is likely to be highpublic attention is likely to be high

QEIA presents extraordinary QEIA presents extraordinary opportunities to focus resources and opportunities to focus resources and staff on the most needy schools and to staff on the most needy schools and to test differentiated approachestest differentiated approaches


Issues to Consider in Program Issues to Consider in Program Implementation Implementation (cont.)(cont.)…… Timelines for the program – partial Timelines for the program – partial

funding begins in 2007-08, but funding begins in 2007-08, but accountability measures don’t begin accountability measures don’t begin until 2008-09until 2008-09

All resources received in 2007-08 can All resources received in 2007-08 can be used to meet facility needs related be used to meet facility needs related to class size reductionto class size reduction


Issues to Consider for County Issues to Consider for County Superintendents …Superintendents …

How can we provide leadership to school How can we provide leadership to school districts to encourage them to districts to encourage them to thoughtfully consider participating in the thoughtfully consider participating in the QEIA program as part of a comprehensive QEIA program as part of a comprehensive school improvement effort?school improvement effort?


Mission of California Schools:To improve pupil achievement and close the achievement gap

Essential Components Necessary to Achieve the Mission

All Available Resources Must be Aligned to Support the Components

Fully Qualified Teachers

Ongoing Professional

Development,Collaboration

& Strong Leadership

Standards-basedCurriculum &

SoundInstructional

Programs

Ongoing Support from District

Leaders

SB 1209

Teacher Mentors

Intern Programs

Personnel /Management

Teams

SB 1133 - QEIA

Class Size Reduction

Professional Development

Counselors

Issues to Consider for County Issues to Consider for County Superintendents …Superintendents … How can the various state-level initiatives, e.g., How can the various state-level initiatives, e.g.,

QEIA, county capacity building to support QEIA, county capacity building to support academic assistance and teacher recruitment academic assistance and teacher recruitment and support efforts be coherently integrated at and support efforts be coherently integrated at the local level to ensure that all resources are the local level to ensure that all resources are focused to improve pupil achievement?focused to improve pupil achievement?

How can we plan/work together within regions to How can we plan/work together within regions to thoughtfully implement the county technical thoughtfully implement the county technical assistance provisions to ensure that the state-assistance provisions to ensure that the state-level initiatives are coordinated? level initiatives are coordinated?


Documents

Summary of Senate Bill 1133 (Chapter 751, Statutes of 2006) The Quality Investment Act (QEIA) In Settlement of CTA v Schwarzenegger C C S E S A California