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California Department of EducationExecutive Office
SBE-003 (REV.09/2011)
ilssb-cfird-jan17item01 / ITEM #05
/ CALIFORNIA STATE BOARD OF EDUCATION
JANUARY 2017 AGENDA
SUBJECT
2017History-Social Science Instructional Materials Adoption: Appointment of Reviewers, Approval of Evaluation Criteria and Standards Maps, and Approval of Trainers. / ActionInformation
Public Hearing
SUMMARY OF THE ISSUE(S)
Education Code (EC) sections 60200 and 60212 authorize the State Board of Education (SBE) to adopt instructional materials for kindergarten and grades one through eight, inclusive,in History-Social Science (HSS) and to charge publishers a fee for their participation in that adoption.
California Code of Regulations, Title 5(5 CCR), Section 9512(a) requires that the SBE appoint Instructional Materials Reviewers (IMRs) and Content Review Experts (CREs) (Attachments 1 and 2) to serve as advisors to the Instructional Quality Commission (IQC) and the SBE in the review of instructional materials submitted for adoption.
5 CCR Section 9512(h) states that IMRs and CREs receive training and information during public meetings from persons recommended by the IQC and approved by the SBE (Attachment 3).5 CCR Section 9510(k) also requires the SBE to approve any panel facilitators who are not current members of the IQC.
5 CCR Section 9510(u) requires that the California Department of Education (CDE) prepare and the SBE approve standards and evaluation criteria maps that are completed by publishers participating in the adoption process and used by reviewers to determine if materials are aligned to the standards and criteria (Attachment 4).
RECOMMENDATION
The CDE recommends that the SBE take the following actions:
- Appoint IMRs and CREs as recommended by the IQC
- Approve the evaluation criteria maps and content standards maps as recommended by the IQC
- Approve members of the IQC and CDE staff to train reviewers for the 2017History-Social Science Instructional Materials Adoption (HSS Adoption) in April 2017
- Approve three CDE program consultants to serve as panel facilitators in the event that an insufficient number of Commissioners are available to serve in that role
BRIEF HISTORY OF KEY ISSUES
Assembly Bill X4 2 (Chapter 2, Statutes of 2009–10 Fourth Extraordinary Session) suspended the process and procedures for adopting instructional materials until the 2013–14 school year. Senate Bill 70 (Chapter 7 of the Statutes of 2011) extended that suspension until the 2015–16 school year. As a result, the adoption of instructional materials in HSS was postponed from the originally planned date of 2011. The previous adoption in this subject area was conducted in 2005.
The various steps involved in an adoption of instructional materials are largely dictated by the requirements in statute and the 5 CCR. IMRs and CREs appointed by the SBE will be trained in Sacramento on April 25–28, 2017, will review the submitted instructional materials independently for several months, and will reconvene in panels in Sacramento for deliberations on July 25–28, 2017.
Recruitment of reviewers took place between July 19 and October 31, 2016, using an online application approved by the SBE at its July 2016 meeting. There are two categories of reviewers: IMRs and CREs. IMRs are typically classroom teachers (5 CCR requires that teachers comprise a majority of the reviewers) but also include administrators, teachers on non-classroom assignment, and interested members of the public. CREs are required to have a Ph.D. degree in history or a related discipline and serve as a resource to the panel in their discipline. IMRs and CREs serve together on the panels assigned to review submitted instructional materials program and jointly prepare a Report of Findings to the IQC.
The Commissioners’ decisions to reflect reviewers was informed by the requirements in 5 CCR Section 9512, which stipulates the requirements for IMRs and CREs as follows:
§ 9512. Appointment of Instructional Materials Reviewers and Content Review Experts.
(c) A majority of IMRs, at the time of appointment, shall be teachers who teach students in kindergarten or grades 1-12 and have a “professional” credential under (5 CCR 80001) state law, and meet the definition of “highly qualified” (20 USC 7801(23)) under federal law, and who have experience with, and expertise in, standards-based-educational programs and practices in the content field under consideration. At least one such teacher shall have experience in providing instruction to English Learners, and at least one such teacher shall have experience in providing instruction to students with disabilities.
(d) Other IMRs may be administrators, parents, local school board members, teachers not described in the first sentence of subsection (c) above, and members of the public.
(e) When the instructional materials, or curriculum frameworks and evaluation criteria, considered for adoption are in a content field other than reading/language arts and visual/performing arts, the CREs shall hold a doctoral degree in that field or related field.
(g) The SBE shall appoint IMRs and CREs who are reflective of the various ethnic groups, types of school districts, and regions in California.
A total of 133individuals submitted applications to serve as IMRs, and 34submitted applications to serve as CREs. From that pool of applicants, 99 IMR candidates and 21 CRE candidates were recommended by the IQC at its meeting on November 17–18, 2016.This equates to 74 percent of the recommended IMR candidatesbeing teachers as defined by 5 CCR. Other IMRs may be administrators, parents, local school board members, teachers not described in subsection C, and members of the public. CRE applicant number #1408, who has a Ph.D. degree in public administration, was judged by the IQC not to meet the requirement of 5 CCR Section 9512(e) that the doctorate degree be in a field related to the subject area of the adoption and was recommended as an IMR pending the applicant’s consent. CRE applicant number #1430was not recommended due to potential conflict of interest issues involving payments received from publishers, pursuant to recommendations by the CDE Legal Office based upon the provisions of the CCR, Title 2, Section 18730.
The materials that will be used by reviewers include standards and evaluation criteria maps. Those maps were also recommended by the IQC on November 17–18, 2016, and are posted at The full training materials are included in a binder that was provided to the SBE office. The majority of the training will be provided by Commissioners, with support from the CDE staff. A list of those trainers is included as Attachment 3.The IQC has also recommended that former Commissioners Julie Spykerman and Will Parrish and CDE program consultants Alejandro Hernandez, Jim Long, and David Almquist be approved by the SBE to serve as panel facilitators in the event that an insufficient number of Commissioners are available to serve in that role.
SUMMARY OF PREVIOUS STATE BOARD OF EDUCATION DISCUSSION AND ACTION
July 13, 2016: The SBE approved the timeline and reviewer application for the 2017 HSS Adoption.
July 14, 2016: The SBE approved the evaluation criteria for the 2017 HSS Adoption as part of its adoption of the History–Social Science Framework.
FISCAL ANALYSIS (AS APPROPRIATE)
EC Section 60212requires the CDE, prior to conducting the HSS Adoption,to provide public notice to all publishers and manufacturers that they will be assessed a fee to offset the costof conducting the adoption process.The CDE estimates that the cost of the upcoming HSSAdoption will be $320,000 exclusive of staff costs.
In February 2017, the CDE will collect letters of intent to participate from publishers and manufacturers of HSS instructional materials. Thereafter, the CDE will assess fees that will be payable by these entities based upon the number of programs and grade levels that they indicate will be submitted. Following receipt of the assessed fees, the CDE will begin the process of associating costs via its approved accounting systems process.
ATTACHMENT(S)
Attachment 1: Instructional Materials Reviewer Applicants Summary List (8 Pages: 134 applicants). Full applications and resumes are available in the Board Room.
Attachment 2: Content Review Expert Applicants Summary List (2 Pages: 33 applicants). Full applications and resumes are available in the Board Room.
Attachment 3:List of Reviewer Trainers and Non-Commissioner Facilitators (2 Pages).Binder of Training Materials is available in the Board Room.
Attachment 4:2017 HSS Adoption Evaluation Criteria Maps and Content Standards Maps (Located at
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2017 History-Social Science Primary Adoption
Instructional Materials Reviewer Applicants Summary List
The following applicants were reviewed by the Instructional Quality Commission. The applicants being recommended by the Commission are indicated in the column on the right of the table. The full applications and resumes of the applicants (with personal contact information redacted) are available at the State Board of Education office.
ID / First Name / Last Name / Position Title / Employer / Recom-mended by IQC1276 / Eric / Amen / Teacher / Latrobe School District / Yes
1277 / Marisa / Bowers / Teacher / Lake Elsinore Unified School District / Yes
1278 / Rose Ann / Morris / Teacher / Mountain Empire Unified School Distrct / Yes
1279 / Lynda / Escalante / Social Studies Teacher / Los Angeles Unified School District / Yes
1281 / Michael / Headley / Teacher / Bellflower Unified School District / Yes
1282 / Durgesh / Srivastava / Senior Principal Engineer / Intel / No
1283 / Vanessa / Escalante / Special Day Teacher—Social Studies / Los Angeles Unified School District / Yes
1284 / Laura / Goorvitch / Classroom Teacher / Cupertino Union School District / Yes
1285 / Gajanan / Bhat / President & CEO / Claridyne, Inc. / No
1286 / Trishauna / Doering / Student Systems Administrator / North Valley Military Institute / Yes
1287 / Aswin / Chandrakantan / Head of Product / Komodo Health / No
1288 / Darrin / Weismann / Teacher/Coach— Elsinore High School / Lake Elsinore Unified School district / Yes
1289 / Kieley / Jackson / History/Social Science Coordinator / Los Angeles Unified School District / Yes
1290 / Kristina / Flores / Teacher / Lake Elsinore Unified School District / Yes
1291 / Kelly / Villalobos / 2nd Grade Teacher / Turlock Unified School District / Yes
1292 / Linda / Kidd / Coordinator, Elementary History-Social Science / Los Angeles Unified School District / Yes
1294 / Arlene / Harris / Teacher / San Diego Unified School District / Yes
1295 / Richard / Vanden Bosch / History Teacher and History Professor / Hickman Middle School and Modesto Junior College / Yes
1296 / Kate / Bowen / 5th Grade Teacher / Davis Joint Unified School District - Patwin Elementary School / Yes
1297 / Peter / Paccone / 9–12th Grade Social Studies Teacher / San Marino High School / San Marino Unified School District / Yes
1298 / Juan / de Santiago / 7th Grade Social Studies Teacher / Tulare City School District / Yes
1299 / Gabriela / Sosa / 8th Grade Teacher / Heber School District / Yes
1300 / Adam / Erickson / Teacher / Rio School District- Rio Vista Middle School / Yes
1301 / Nina / Glassen / History-Social Science Curriculum Specialist / Capistrano Unified School District / Yes
1302 / Shirley / Hargis / ELA/ELD Consultant II / Fresno County Office of Education / Yes
1303 / William / Dyke / Teacher / San Diego Unified School District / Yes
1304 / Nirav / Jobanputra / Analytic Manager / Wells Fargo / No
1305 / Uday Kiran / Chaka / VP, Business Consulting / Neocortex / No
1306 / Margaret / Butler / currently unemployed / n/a / No
1307 / Srivats / Iyer / Sales Engineer/ Operations Management Officer / Cumulus Networks/ U.S. Air Force Reserve / No
1310 / Stacey / Pettit / Teacher / Ocean View School District / Yes
1313 / Tracy / Wilson / Coordinator of Professional Development: ELD/ELA and HSS / Placer County Office of Education / Yes
1315 / Karen / Richey / Teacher/Department Chair / Elk Grove Unified School District / Yes
1316 / Susan / Smith / Administrator / Riverside County Office of Education / Yes
1319 / Carolyn / Torres / World History Teacher / Simon Tech High School / Yes
1320 / Sarah / Greif / 6th grade history teacher / Academy for Academic Excellence / Yes
1322 / Christopher / Lewis / Teacher, AVID Coordinator, Teacher Technology Leader / Mountain View High School / Yes
1323 / Margaret / Robbins / Indian Education and Native Language Director / Klamath-Trinity Joint Unified School District / Yes
1324 / SharatKumar / Joshi / Java Architect / Advantis Global Solutions Inc / No
1325 / Janeen-Marie / Zambo / Social Science Curriculum Coordinator/District Improvement Facilitator / Modesto City Schools / Yes
1326 / Jessica / Merschtina / Teacher / Grossmont Union High School District / Yes
1327 / Lee Anne / Martinez / Teacher / Elk Grove Unified School District / No
1328 / Robert / Bassett / Teacher / Fontana Unified School District / Yes
1330 / Julie / Law / 6th Grade Social Science Teacher / Bridgeway Island Elementary / Yes
1331 / Keshav / Goyal / retired / Retired since 2011 / No
1332 / Michelle / Baptista / 7th Grade ELA/SS teacher / Tracy Unified School District / Yes
1333 / Amita / Shah / Adjunct Professor / San Jose State University / Yes
1334 / Eric / Anderson / Social Science Teacher / Lindhurst High School / Yes
1335 / Sandeep / Dedage / Technical Program Manager / A9 Inc / Yes
1336 / Steve / Bsharah / Principal Tehachapi Education Center / Tehachapi Unified School District / Yes
1337 / Carol / Coopersmith / Special Education Teacher / Mar Vista Academy / Yes
1339 / Marisa / Mallory / Educator / Santiago Charter Middle School / Yes
1342 / Daniel / Gorman / Virtual Social Science Teacher / Academies of the Antelope Valley / No
1343 / Karen / McBrien / Substitute teacher / Irvine Unified School District / Yes
1344 / Charese / Harper / stay at home mom / none / Yes
1346 / Tyler / Rust / National Board Certified Teacher / Liberty Union High School District / Yes
1347 / Sharon / Chappell / Associate Professor, Elementary and Bilingual Education / California State University, Fullerton / Yes
1348 / Michelle / Becker / Teacher / San Diego Unified School District / Yes
1349 / Lyndie / Aquila / History/Department Chair / Folsom Cordova Unifed School District / Yes
1351 / Barbara / Starr / Owner/Operator / Noah's Ark Animal Hospital / No
1353 / Karthikeyan / Shanmugam / OBRM Architect / Synthesis Systems / No
1354 / Jennifer / Ponzio / Social Science Teacher and Department Chair and Advanced Placement Coordinator / Christopher High School - Gilroy Unified School District / Yes
1355 / David / Donahue / Director McCarthy Center; Professor of Education / University of San Francisco / Yes
1356 / Syed / Ahmed / Deputy Secretary General / Islamic Circle of North America / No
1357 / Omar / Ezzeldine / Consultant/Part time faculty / Los Angeles County Office of Education/University of Southern California / Yes
1359 / Darrell / Winger / Teacher/Social Studies Department chair / Delano Union School District / Yes
1360 / Jennifer / Spence / 5th Grade Teacher / Jennifer Spence / Yes
1361 / Sabur / Abdul-Salaam / n/a / NYS Dept. of Corrections (retired) / No
1363 / Geetha / Kallatraman / Math Teacher middle school / Mendenhall Middle school, Livermore Valley Joint Unified School District / No
1364 / R. Sandie / Woods / Liberal Studies Program Director and Asst. Professor of Liberal Studies / Fresno Pacific University / Yes
1365 / Karin / Foster / Language and Literacy Coordinator / Orange County Department of Education / Yes
1366 / Krishna / Maheshwari / Sr. Director / Dell Technologies / No
1367 / Hemant / Rastogi / Solution Architect / Solar Turbines / No
1370 / Raj / Acharya / Retired / AT&T / No
1371 / Nancy / Gaines / 5th Grade Teacher / Apple Valley Unified School District / Yes
1372 / Rajendra / Kelkar / Specialist Master / Deloitte Consulting / No
1373 / Karen / Mackley / Teacher on Special Assignment ELA & History/Social Studies K–8 / Santa Maria Bonita School District / Yes
1374 / Ajay / Lele / Senior Staff Software Engineer / Brocade Communications Inc. / No
1375 / Monisha / Bajaj / Associate Professor / University of San Francisco / Yes
1376 / C Scott / Miller / 5th Grade Teacher / Santa Ana Unified School District / Yes
1378 / Francine / Bettger / 8th Grade ELA/SS teacher and PLC Leader/EL Site Monitor/GATE Coordinator / Fontana Unified School District / Yes
1379 / Asawari / Kelkar / Adjunct faculty / California State University, Northridge / No
1380 / Linda / Spincola / Teacher / Bellflower Unified School District / Yes
1381 / Charles / Taylor / Instructional Technology Coach / Lodi Unified School District / Yes
1382 / Rachel / Weber / Teacher, Literacy Coach, BTSA Support Provider / Alta Loma Middle School / Yes
1383 / Cheri / Anderson / Teacher—5th grade / San Juan Unified School District / Yes
1384 / Sabina / Chaar / Social Science and Earth Science Teacher / Baypoint Preparatory Academy / Yes
1385 / Angela / Chavez / Teacher / Los Angeles Unified School District/Vena Elementary / Yes
1386 / Alok / Kumar / Professor / State University of New York / No
1387 / Bhrungaraj / Behera / Director / International Society for Krishna Consciousness SV / No
1388 / Tim / Tischer / History Teacher / San Diego Unified School District / Yes
1389 / Namrata / Mohan / Teacher & Head of the Dept. / East Side Union High School District / Yes
1390 / Heidi / Page / Teacher / Benicia Unified School District / Yes
1391 / Arvind / Iyer / President / VINDHYA, INC / Yes
1392 / Harjit / Kaur / Community Development Manager / The Sikh Coalition / Yes
1393 / Deb / Elliott-Black / 7th Grade History Teacher / Parsons Junior Hig / Yes
1394 / Susan / Kitson / Teacher / Cupertino Union School District / Yes
1395 / Tirthankar / Bhowmick / Director of Engineering, BACE / Equilar, Inc. / Yes
1396 / Anita / Tucker / Dean of Students / Victor Valley Union High School District / Yes
1397 / Robert / Medrano / Teacher—Social Science / Torrance Unified School District / Yes
1398 / Hari / Shetty / STEM Teacher / St. Hope Public School / Yes
1399 / Kelsey / Olson, Esq. / Teacher / Castro Valley Unified School / Yes
1401 / Kanchan / Pawar / Parent / Home Maker / No
1402 / Wael / Atwat / South West Coast Organizer / PEACE / No
1403 / Pranav / Hegde / Programmer Analyst / Etouch Systems Pvt Ltd / No
1404 / Ashutosh / Zade / Sr. Staff Engineer/Manager / Qualcomm, Inc. / No
1405 / Ruchira / Kulkarni / Parent / Home maker / No
1406 / Gina / Baragone / Teacher / San Bernardino City Unified School District / Yes
1407 / Shellby / Ribakoff / Retired teacher / Los Angeles Unified School District / Yes
1408 / Gayathri / Lakshmipathy / Teacher / Fremont Unified School Disrict / Yes
1409 / Thenmozhi / Soundararajan / Director / Equality Labs / University of Berkeley / No
1410 / Albert / Hewlett / Teacher / San Bernardino City Unified School District / Yes
1414 / Karen / Orpe / Middle School Teacher / Los Angeles Unified School District / Yes
1415 / Shantharam / Nekkar / Senior Manager / NetApp Inc / No
1416 / Ashwini / Surpur / Executive Director / Yoga Bharati / No
1417 / Heera / Kulkarni / Retired Elementary School Educator / Elk Grove Unified School District / Yes
1418 / Nancy / Rogers-Zegarra / Past President / California Reading Association / Yes
1419 / Patricia / Birk / Beginning Teacher Growth & Development Mentor / Los Angeles Unified School District / Yes
1420 / Sucharita / Biswas / N/A / N/A / No
1422 / Jeelanne / Gouda / Assistant Principal / Shareef Academy / Yes
1425 / Carlos / Moreno / Teacher / Curtis Middle School / Yes
1427 / Christopher / Martone / Coordinator, Education Services & Riverside LRDC / University of California, Riverside - Rivera Library, Education Services / Yes
1428 / Seema / Duhan / Development Assistant / Zaytuna College / Yes
1429 / Abhijit / Kulkarni / Product analyst / Flexton / No
1431 / Amy / Hale / Social Science Teacher / Santiago Charter Middle School / Yes
1432 / Maribel / Martinez / Director, Office of LGBTQ Affairs / County of Santa Clara / Yes
1434 / Michelle / Martinez / Teacher/Common Core TOSA / Laguna Beach Unified School District / Yes
1435 / Robert / Darrow / Educational Consultant, Online and Blended Learning / Self / Yes
1439 / Medha / Deo / Teacher / Challenger School / Yes
1440 / Andrea / Walton / Teacher / Twin Rivers Unified School District / Yes
1441 / Lakshmi / Aradhya / Classroom Teacher / Birch Lane Elementary School / Yes
1442 / Patrick / Grimaud / Teacher / Los Angeles Unified School District / Yes
1443 / Nina / Bentson / 5th grade educator / Los Angeles Unified School District / Yes
1444 / Savita / Kulkarni / IA / Cupertino Union School District / No
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