Comparison of the DOE Current Budget with the New Weighted Student Formula Reinventing Education Act for the Children of Hawaii REACH Our Goal. Our Children. Our Future. Outline • How are School Resources Allocated Now? -- School Equity based on Enrollment • Weighted Student Formula: -- Equity Based on Students’ Needs • Committee on Weights: Key Questions • Characteristics to Consider for Weights • Introduction to Other School Districts’ Formulas: Edmonton, Seattle & Houston How are School Resources Currently Allocated? State (Legislature & Governor) DHRD DAGS DOH Board of Education Department of Education Civil Service Employee Screening Repairs & Maintenance School Construction School Health Aides Hourly Payroll ($) Schools The Current Budget Allocation System Promotes School Equity • The primary method of allocating resources to schools is through staffing formulas: – Student : Teacher Ratio – Support Staff Ratios – Staffing based on program decisions • Positions are allocated to schools; • Payroll is processed centrally. • Most school districts across the U.S. follow similar procedures. Staffing Ratios Vary with Enrollment, But Do Not Adjust for Students’ Needs $/Pupil Add-on Programs STAFFING RATIOS FTEs Low High Student Need Under Current Allocations, Schools With Similar Enrollments Receive Similar Numbers of Teacher Positions, Even Though Student Needs Vary by School Kaimuki Hi Hilo Hi Kalama Waianae Int Int Kalihi Kai El Mokapu El Enrollment 1,202 1,285 905 937 802 796 % Limited English Proficiency 14.8% 2.1% 1.2% 3.8% 18.6% 1.9% % Poverty 46.7% 46.9% 44.4% 78.0% 75.6% 17.0% % Special Education 15.8% 20.0% 19.2% 26.2% 5.6% 12.56% Current Budget Allocations: Positions Allocated to Schools, Payroll Processed Centrally Fourteen Percent of Current Total DOE Budget Allocated to School Principals, Excluding Salaries Fiscal Year 2005 Budget, Excluding Debt Service and CIP EDN 100 Categorical Programs excluding salaries 2% Federal Funds 6% Special and Trust Funds 1% EDN 600 Charter Schools 2% EDN 100 Lump Sum school programs, excluding salaries 3% EDN 500 Adult Education and After-School Plus (A+) 2% EDN 100 Salaries, Processed Centrally for Schools 41% EDN 300 State and District Administration 3% Federal Funds centrally administered 3% EDN 200 Instructional Support 2% EDN 400 Food Services, Custodial, Student Transportation 11% EDN 150 All Special Ed and Comprehensive Student Support Services 24% In Contrast: Weighted Student Formula Achieves Equity Based on Students’ Needs • Empowers schools to use resources to positively impact student achievement • Resources follow the student -- Revenue is portable • Each child's needs are counted -- Weights are established for different needs One Example of Students’ Needs: The link between poverty and academic performance 70% 100% 60% 80% 50% 40% 60% 30% 40% 20% 20% 10% % Meeting/Exceeding State Standards 01/02 80% 120% % of Students Qualifying for F/R Lunch • There is a clear correlation between poverty and academic performance. • In general, the higher the poverty level at a school the lower the academic performance of the school. Honolulu District Schools 0% 0% I I I I I I I A D E I I I I I I I I I I I D LO N RN A H IH E LE KA N LA ID A ID I H A AL I IO ID N A LA H ID N NU A HO Y N ID IK H A LN H ID H LO IK NE ID N N O I A NU LA AD N A O PU E EN N AL LIK A - U LA KI M W M K I- K Y M UH M LA W E Y M SO A AM LI LE LA M IK NI UO O LT M R LI LO IO M SO LA N I M M A A E LA IN AL A F A TO K KE UH HI A NA TT AE AL MU IH RO LE K ON IU LA UW NLE ON ER UM AL HO AL IIO UA A LA PA INC E OA SE NA MI A EY IL KU MA UK AE UU AH H E HA W O O I K P IN O L EV K AI U A AH LL W O S A A L KI T FF H AP LI V AL A W KA I- NG LI PU AL O LA RE K TR AI AL M M N K K N NA L D G K N K E H O I S A K L K H A AI IH RI N K K AU C N E AA K A K L IU R P K A V O N K E K M HI J K VE U AL R O A AL LI JA C IU K FA S IL K R AN TE N A A S W W W A K Poverty Achievement Weighted Student Formula Provides Dollar Resources to Schools Based on Students’ Needs $/Pupil $ $ Low High Student Need Act 51, With Weighted Student Formula: 70% Budget Requirement 70% of Total DOE Budget To Be Expended By School Principals Beginning in School Year 2006-07 Budget To Be Expended by School Principals Under Act 51, SLH 2004 70% Intensive Special Education Services 9% Food Services, Custodial, Student Transportation 11% Instructional Support 2% Consisting of: Weighted student formula 58 % Other school funds: Categorical, federal, special, trust funds, and charter schools 12 % Total 70 % Federal Funds centrally administered 3% Adult Education and A+ Program 2% State and District/Complex Area Administration 3% Committee on Weights: Key Questions • What programs to include in the WSF? • Which students or schools should get more? • How much more should they get? Characteristics to Consider for Weights Poverty Mobility Free/Reduced Lunch Transfers to/from schools Average Daily Attendance Grade Level Accountability Measures Test Scores Adequate Yearly Progress Grades K-2 Elementary Middle, High Other English For Second Language Learners Special Education Gifted/Talented At-Risk / Alienated Students Small School Adjustments Geographic Isolation Process to Develop Weights • Committee on Weights: • Identification of programs to be included in WSF • Identification of student or school characteristics to receive weighting • Review of “base-line” weightings using current allocations • Review comparison of schools “as is” and “would be” allocations • Revise weights to appropriately reflect student and school needs What programs to include in the Weighted Student Formula? • Conceptually: • Include direct costs of instructional programs • Include programs currently operated by staffing formulas and other direct allocations to schools • Exclude non-instructional programs • Exclude programs more appropriately managed centrally Other School Districts’ Weighted Student Formulas • Edmonton • 2002-03 enrollment = 82,000 • First year of WSF implementation: 1976-77 • 92% of budget included in WSF » Excludes Student Transportation, Food Services, Debt Service, Facilities Construction • Seattle • 2003-04 enrollment = 47,000 • First year of WSF implementation: 1997-98 • 50-60% of budget included in WSF • Houston • 2002-03 enrollment = 212,099 • First year of WSF implementation: 2001-02 • 70-80% of budget included in WSF Questions So Far?