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California Department of Education
Executive Office
SBE-003 (REV. 09/2011)
exec-lasso-may16item01 / ITEM #03

/ CALIFORNIA STATE BOARD OF EDUCATION
May 2016 AGENDA

SUBJECT

Proposed Revision of the Local Control and Accountability Plan Template, California Code of Regulations, Title 5, Section 15497.5. / Action
Information
Public Hearing

SUMMARY OF THE ISSUE(S)

The local control funding formula (LCFF) was enacted in 2013–14, replacing the previous K–12 finance system, which had been in existence for roughly 40 years. As the culmination of more than a decade of research and policy work, the LCFF seeks to: fund schools more equitably; increase local-level decision making; evaluate school and district performance utilizing multiple measures, not just test scores; and support schools and districts so they improve rather than punishing them for failing.

As part of the LCFF, school districts, county offices of education, and charter schools are required to develop, adopt, and annually update a Local Control and Accountability Plan (LCAP) using a template adopted by the California State Board of Education (SBE). The LCAP must identify goals and measure progress for student groups across multiple performance indicators.

Currently, local education agencies (LEAs) throughout the state of California are engaged in the development of their 2016–17 LCAP utilizing the SBE-adopted second generation LCAP template, included as Attachment 1. While this version of the LCAP template is an improvement over its predecessor, the SBE and California Department of Education (CDE) have received significant feedback requesting further improvements to the design, format, and support of the LCAP template. In response to this input, which included an extensive stakeholder survey undertaken in March 2016 (see the April 2016 Memorandum, available at http://www.cde.ca.gov/be/pn/im/documents/memo-exec-lasso-apr16item01.doc), a review of relevant literature, and, as part of its own process of continuous improvement, the CDE seeks direction from the SBE related to potential design principles for LCAP template redesign and currently identified LCAP template revisions.

California Education Code (EC) Section 52064(e) provides the SBE with the opportunity to adopt a revised LCAP template using its regular meeting process in accordance with the Bagley-Keene Open Meeting Act, rather than through the regular rulemaking process for adoption of regulations. The SBE is required to present the LCAP template at a regular meeting, and take action to adopt the template at a subsequent meeting. Revisions to the template must be approved by January 31 before the fiscal year during which it is to be used by the LEAs. A proposed timeline for revising the LCAP template is identified in Attachment 4 of Item 23 of the March 2016 SBE meeting (http://www.cde.ca.gov/be/ag/ag/yr16/documents/mar16item23.doc, Attachment 4). In summary, staff will: 1) Continue stakeholder engagement in this effort; 2) Bring a prototype LCAP Template to the July 2016 SBE meeting for feedback by the board; and 3) Present a new LCAP Template for review and approval by the SBE at the September 2016 meeting.

RECOMMENDATION

Analysis of the input for LCAP Template redesign received at SBE meetings, directly from stakeholders through the recently completed LCAP template redesign survey, and a review of relevant literature, provides the basis for CDE to recommend that the SBE take the following actions aimed at the development of a transparent, user-friendly LCAP Template for improved planning, accountability, and continuous improvement purposes:

·  Direct staff to proceed with developing a revised template for the LCAP and the Annual Update using the following overarching design principles (in bold italic) and to revise the LCAP template utilizing these design principles, which may include the revisions described below, and potentially others, taking into consideration the forthcoming stakeholder engagement process:

Maximize transparency and ease of use for stakeholders

§  Revise the LCAP template such that the plans for school districts and county offices of education shall be developed, adopted by the local governing board, and be effective for a static period of three years and shall be updated, as required, annually [consistent with EC sections 52060(b) and 52066(b), and EC sections 52061(a) and 52067(a)].

§  Include instructions in the revised template for including an executive summary of the LCAP and the Annual Update.

Simplify, to the extent possible, structure and language

§  Reorder the sections of the LCAP template to align with a typical LCAP planning cycle.

Provide clear instructions and support

§  Reword and/or clarify instructions for completing each section of the LCAP and the Annual Update.

§  Relocate the guiding questions and/or the instructions for completing the LCAP and the Annual Update to an appendix or a separate document.

Support efficient and effective local planning, reporting, and implementation processes

§  Allow a county superintendent of schools which has jurisdiction over a single school district to complete a single LCAP and Annual Update encompassing the educational programs and services of both the county office of education and the school district.

Upon receiving direction from the SBE, and in anticipation of providing the SBE with a proposed revised template for the LCAP and the Annual Update at the July SBE meeting, the CDE intends to partner with the California County Superintendents

Educational Services Association (CCSESA) to engage with members of the Education Coalition, advocacy, and non-profit organizations, and other educational stakeholders to gain additional input to inform a redesign of the template for the LCAP and the Annual Update. This input will be used to ensure that the template for the LCAP and the Annual Update will, to the greatest extent possible, be aligned to meet the needs of both practitioners and stakeholders.

BRIEF HISTORY OF KEY ISSUES

An information memoranda was posted in April 2016 providing a summary of the results of a survey conducted by the CDE to inform the development of recommendations for design principles to guide a revision of the LCAP template (http://www.cde.ca.gov/be/pn/im/documents/memo-exec-lasso-apr16item01.doc).

SUMMARY OF PREVIOUS STATE BOARD OF EDUCATION DISCUSSION AND ACTION

As part of the LCFF, EC Section 52064 required the SBE to adopt on or before March 31, 2014, the LCAP templates for use by LEAs to support local adoption and annual review of the LCAP. On January 16, 2014, the SBE took action to approve emergency regulations governing the LCAP template; LEAs subsequently used this first LCAP template to complete their 2014–15 LCAPs. On November 14, 2014, following the regular rulemaking process, the SBE took action to approve permanent regulations governing the LCAP template. The CDE submitted the permanent regulations to the Office of Administrative Law (OAL) for approval. OAL approved the regulations on January 7, 2015, and LEAs used this second LCAP template to complete their 2015–16 LCAPs.

FISCAL ANALYSIS (AS APPROPRIATE)

The 2015 Budget Act provides an increase of $4.9 billion over the 2014Budget Actlevel of $60.8 billion for a total of $65.7 billion in Proposition 98 funding for 2015–16. The budget appropriates an additional $4 billion of this Proposition 98 funding to school districts and charter schools and $109,000 for COEs to support a cost-of-living-adjustment for COEs, which are already funded at their LCFF target. The third-year investment in the LCFF is projected to close over 50 percent of the remaining funding gap for school districts and charter schools. COEs receive a county operations grant to cover the cost of county oversight of school districts, among other operational responsibilities (EC Section 2575 subdivision [l]).

ATTACHMENT(S)

Attachment 1: Current Local Control and Accountability Plan and Annual Update Template (16 pages)

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Attachment 1

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Introduction:

LEA: ______Contact (Name, Title, Email, Phone Number):______LCAP Year:______

Local Control and Accountability Plan and Annual Update Template

The Local Control and Accountability Plan (LCAP) and Annual Update Template shall be used to provide details regarding local educational agencies’ (LEAs) actions and expenditures to support pupil outcomes and overall performance pursuant to Education Code sections 52060, 52066, 47605, 47605.5, and 47606.5. The LCAP and Annual Update Template must be completed by all LEAs each year.

For school districts, pursuant to Education Code section 52060, the LCAP must describe, for the school district and each school within the district, goals and specific actions to achieve those goals for all pupils and each subgroup of pupils identified in Education Code section 52052, including pupils with disabilities, for each of the state priorities and any locally identified priorities.

For county offices of education, pursuant to Education Code section 52066, the LCAP must describe, for each county office of education-operated school and program, goals and specific actions to achieve those goals for all pupils and each subgroup of pupils identified in Education Code section 52052, including pupils with disabilities, who are funded through the county office of education Local Control Funding Formula as identified in Education Code section 2574 (pupils attending juvenile court schools, on probation or parole, or mandatorily expelled) for each of the state priorities and any locally identified priorities. School districts and county offices of education may additionally coordinate and describe in their LCAPs services provided to pupils funded by a school district but attending county-operated schools and programs, including special education programs.

Charter schools, pursuant to Education Code sections 47605, 47605.5, and 47606.5, must describe goals and specific actions to achieve those goals for all pupils and each subgroup of pupils identified in Education Code section 52052, including pupils with disabilities, for each of the state priorities as applicable and any locally identified priorities. For charter schools, the inclusion and description of goals for state priorities in the LCAP may be modified to meet the grade levels served and the nature of the programs provided, including modifications to reflect only the statutory requirements explicitly applicable to charter schools in the Education Code.

The LCAP is intended to be a comprehensive planning tool. Accordingly, in developing goals, specific actions, and expenditures, LEAs should carefully consider how to reflect the services and related expenses for their basic instructional program in relationship to the state priorities. LEAs may reference and describe actions and expenditures in other plans and funded by a variety of other fund sources when detailing goals, actions, and expenditures related to the state and local priorities. LCAPs must be consistent with school plans submitted pursuant to Education Code section 64001. The information contained in the LCAP, or annual update, may be supplemented by information contained in other plans (including the LEA plan pursuant to Section 1112 of Subpart 1 of Part A of Title I of Public Law 107-110) that are incorporated or referenced as relevant in this document.

For each section of the template, LEAs shall comply with instructions and should use the guiding questions as prompts (but not limits) for completing the information as required by statute. Guiding questions do not require separate narrative responses. However, the narrative response and goals and actions should demonstrate each guiding question was considered during the development of the plan. Data referenced in the LCAP must be consistent with the school accountability report card where appropriate. LEAs may resize pages or attach additional pages as necessary to facilitate completion of the LCAP.

State Priorities

The state priorities listed in Education Code sections 52060 and 52066 can be categorized as specified below for planning purposes, however, school districts and county offices of education must address each of the state priorities in their LCAP. Charter schools must address the priorities in Education Code section 52060(d) that apply to the grade levels served, or the nature of the program operated, by the charter school.

A. Conditions of Learning:

Basic: degree to which teachers are appropriately assigned pursuant to Education Code section 44258.9, and fully credentialed in the subject areas and for the pupils they are teaching; pupils have access to standards-aligned instructional materials pursuant to Education Code section 60119; and school facilities are maintained in good repair pursuant to Education Code section 17002(d). (Priority 1)

Implementation of State Standards: implementation of academic content and performance standards and English language development standards adopted by the state board for all pupils, including English learners. (Priority 2)

Course access: pupil enrollment in a broad course of study that includes all of the subject areas described in Education Code section 51210 and subdivisions (a) to (i), inclusive, of Section 51220, as applicable. (Priority 7)

Expelled pupils (for county offices of education only): coordination of instruction of expelled pupils pursuant to Education Code section 48926. (Priority 9)

Foster youth (for county offices of education only): coordination of services, including working with the county child welfare agency to share information, responding to the needs of the juvenile court system, and ensuring transfer of health and education records. (Priority 10)

B. Pupil Outcomes:

Pupil achievement: performance on standardized tests, score on Academic Performance Index, share of pupils that are college and career ready, share of English learners that become English proficient, English learner reclassification rate, share of pupils that pass Advanced Placement exams with 3 or higher, share of pupils determined prepared for college by the Early Assessment Program. (Priority 4)

Other pupil outcomes: pupil outcomes in the subject areas described in Education Code section 51210 and subdivisions (a) to (i), inclusive, of Education Code section 51220, as applicable. (Priority 8)

C. Engagement:

Parental involvement: efforts to seek parent input in decision making at the district and each schoolsite, promotion of parent participation in programs for unduplicated pupils and special need subgroups. (Priority 3)

Pupil engagement: school attendance rates, chronic absenteeism rates, middle school dropout rates, high school dropout rates, high school graduations rates. (Priority 5)

School climate: pupil suspension rates, pupil expulsion rates, other local measures including surveys of pupils, parents and teachers on the sense of safety and school connectedness. (Priority 6)

Section 1: Stakeholder Engagement

Meaningful engagement of parents, pupils, and other stakeholders, including those representing the subgroups identified in Education Code section 52052, is critical to the LCAP and budget process. Education Code sections 52060(g), 52062 and 52063 specify the minimum requirements for school districts; Education Code sections 52066(g), 52068 and 52069 specify the minimum requirements for county offices of education, and Education Code section 47606.5 specifies the minimum requirements for charter schools. In addition, Education Code section 48985 specifies the requirements for translation of documents.