ABC’S OF THE NEW FUNDING FORMULA

AGENDA

Prototypical Funding Model An Overview

Session Changes

Working Model for district usage

Required Comparison

Your Questions & Our Answers

PROTOTYPICAL MODEL - OVERVIEW

A full Presentation is available on our website at www.k12.wa.us/safs/ under the SHB2776 link.

We have provided 23 training sessions to groups of Business Managers, Superintendents, Skills Centers & CTE directors, Personnel and Others.

The following are NINE reference slides to keep handy.

NEW FUNDING STRUCTURE

The new funding structure breaks out into the three major functional areas of a school district:

Schools (12 Job Duties)

District-wide Support (3 job Duties)

Administration (Admin or Classified)

Provides formula detail of staffing units.

Non employee funding provides detail.

WHAT IS THE ASSUMPTION OF

SCHOOL SIZE?

Category Elementary(K-6)

Middle(7-8)

High(9-12)

Base Enrollment 400 432 600

• In reality, school configurations vary widely and are not generally consistent with the Prototype model.

• Your school sizes WILL be different.

WHAT IS THE ASSUMED CLASS SIZE ?

Grade Level Class Size(Basic Ed)

Class Size(High Poverty School)

Grades K-3 25.23 See Budgets

Grade 4 27.00 Not Defined

Grades 5-6 27.00 Not Defined

Grades 7-8 28.53 Not Defined

Grades 9-12 28.74 Not Defined

CTE 7-8 26.57 SameCTE 9-12 – (Exploratory & Preparatory)

26.57 Same

Skills Centers 22.76 Same

Lab Science Not Defined Same

Advanced Placement Not Defined Same

International Baccalaureate Not Defined Same

WHAT ARE THE STANDARD STATE ASSUMPTIONS?

• Assumed Student Instructional Day:

Elementary School 5.6 Hours.

Middle and High School 6 Hours.

Assumed Planning Time:

13% for Elementary = 45 Minutes.

17% for Secondary = 60 Minutes.

SCHOOL LEVEL TEACHERS

Grade Level Class Size(Basic Ed)

Students Planning Time

Assumption

Funded Teachers

Grades K-3 25.23 400 15.5% 18.31

Grade 4 27.00 400 15.5% 17.11

Grades 5-6 27.00 400 15.5% 17.11

Grades 7-8 28.53 432 20% 18.17

Grades 9-12 28.74 600 20% 25.05

CTE 7-8 26.57 100 20% 4.52

CTE 9-12 26.57 100 20% 4.52

Skills Centers 22.76 100 20% 5.27

Lab Science Not Defined Not Defined

AP/IB Not Defined Not Defined

itsTeacher Un FundedPlanning1Size Class

Students

OTHER SCHOOL BASED STAFFING

School Level Staffing Elementary(K-6)

Middle(7-8)

High(9-12)

Staff Type

Base Enrollment 400 432 600 Student

Principals 1.253 1.353 1.880 CAS

Teacher Librarians 0.663 0.519 0.523 CIS

Guidance Counselors 0.493 1.116 1.909 CIS

Health & Social Services:

School Nurses 0.076 0.060 0.096 CIS

Social Workers 0.042 0.006 0.015 CIS

Psychologists 0.017 0.002 0.007 CIS

Teaching Assistance 0.936 0.700 0.652 CLS

Office Support 2.012 2.325 3.269 CLS

Custodians 1.657 1.942 2.965 CLS

Student & Staff Safety 0.079 0.092 0.141 CLS

Family Involvement Coordinators 0.0 0.0 0.0 CLS

Districtwide Support All Grades Staff Type

Base Enrollment 1000 Student

Technology 0.628 CLSFacilities, Maintenance, and Grounds 1.813 CLS

Warehouse, Laborers, and Mechanics 0.332 CLS

District-wide Support

Career and Technical Education Middle High Staff Type

Base Enrollment 100 100 Student

Certificated Administration Not DefinedNot Defined CAS

Teachers 4.516 4.516 CIS

Other Certificated Support Not DefinedNot Defined CIS

CTE and Skills Centers

Skills Center Staffing High Staff Type

Base Enrollment 100 Student

Certificated Administration Not Defined CAS

Teachers 5.272 CIS

Other Certificated Support Not Defined CIS

CENTRAL ADMINISTRATION

Central Administration Percent Staff Type

Total Central Admin Staff 5.3%Percent Certificated Administrators 25% CAS

Percent Classified 75% CLS

• Central Administration is 5.3% of staffing units generated as K-12 teachers, School Level Staffing, and Districtwide Support.

• The Central Administration percentage is NOT applied to enhancements. Examples include: Poverty, Lab Science, AP/IB, CTE, Skills Centers, or Categorical Program Staffing.

MSOC TARGETED VALUES

Materials, Supplies, and Operating Costs Per Student Starting $$

Target Values 2015-16 SY

Total MSOC per Student FTE $517.91 $1,082.76

Technology $54.43 $113.80

Utilities and Insurance $147.90 $309.21

Curriculum and Textbooks $58.44 $122.17

Other Supplies and Library Materials $124.07 $259.39

Instructional Professional Development for Certificated and Classified Staff $9.04 $18.89

Facilities Maintenance $73.27 $153.18

Security and Central Office $50.76 $106.12

WHAT CHANGES HAS THE LEGISLATURE PROPOSED?

LEGISLATIVE SCORECARD

HIGH POVERTY CLASS SIZE:

House – Reduced for grade K-3 to 24.23 for high poverty schools only and included this as Basic Education. $25,000,000.

Senate: Reduced K-3 Class Size to 22.76 for high poverty schools, but failed to define this as basic education. $64,330,000.

Both utilized a 50% poverty threshold.

LEGISLATIVE SCORECARD

MATERIALS, SUPPLIES AND OPERATING COSTS

Both agree to a common name for MSOC. Prior documents sometimes referred to it as Maintenance, Supplies and Operating Costs.

Both increased the initial MSOC values by the Implicit Price deflator (IPD) to $542.53 per Student.

Both use a common multiplier for CTE & Skills Center MSOC.

LEGISLATIVE SCORECARD

HOLD HARMLESS

Both establish a “Total Hold Harmless” in which several areas are offset against each other to define a net amount to hold districts harmless to.

Both include net changes to Basic Ed, Bilingual, LAP, Highly Capable and Learning Assistance Program without employee benefit changes.

LEGISLATIVE SCORECARD

HOLD HARMLESS

House budgets $19.2 - includes K-3 High-Poverty class-size changes and MSOC.

Senate Budgets $41.5 - does not includes K-3 High Poverty class-size changes or MSOC.

LEGISLATIVE SCORECARD

Central Administration Percent Staff Type

Total Central Admin Staff 5.3%Percent Certificated Administrators 25.47% CAS

Percent Classified 74.53% CLS

LEGISLATIVE SCORECARD

SB 5919 - TIMELINES

If adopted Bill 5919 would remove the adoption timelines contained in the original 2776.

Removes full implementation by 2018

Redefines implementation timelines for various as “to be phased in by legislative schedule”

Affected programs: Transportation, Highly Capable, LAP, Bilingual, MSOC, & FDK,

CTE AND SKILLS CENTERS

Career and Technical Education New Old Formula Staff Type

Base Enrollment 100 100 Student

Certificated Administration 0.410 .410 CAS

Teachers 4.516 4.718 CIS

Other Certificated Support 0.202 In above CIS

Classified 1.699 1.702 CLS

Total 6.827 6.830

Legislative Score Card

Skills Center Staffing New Old Formula Staff Type

Base Enrollment 100 100 Student

Certificated Administration 0.480 .480 CAS

Teachers 5.272 5.519 CIS

Other Certificated Support 0.236 In above CIS

Classified 1.699 1.702 CLS

Total 7.687 7.701

Materials, Supplies, and Operating Costs CTE Skills Centers

Total MSOC per Student FTE $1,334.08 $1,186.51

Technology $140.21 $124.70

Utilities and Insurance $380.97 $338.83

Curriculum and Textbooks $150.54 $133.89

Other Supplies and Library Materials $319.06 $284.24

Instructional Professional Development for Certificated and Classified Staff $23.29 $20.71

Facilities Maintenance $188.73 $167.85

Security and Central Office $130.75 $116.28

Legislative Scorecard

LEGISLATIVE SCORECARD

Anything I’ve Missed??

ETC. ETC. ETC

Lots of confusion around the planning factor.

Legislation addresses the planning factor.

The budgeted elementary factor of 13.42 % for planning time creates a increase multiplier for teachers of 1.155

The budgeted middle and high planning time of 16.67% creates an increase multiplier for teachers of 1.20.

PLANNING TIME

Elementary Middle High

(1) Prototypical Enrollment 400.00 432.00 600.00

(2) Class Size (Assume K-3 for elementary) 25.23 28.53 28.74

(3) # Teachers Required with no Planning (1) / (2) 15.85 15.14 20.88

(4) Assumed Instructional Day 5.60 6.00 6.00

(5a) Planning Time (assumed) 0.75 1.00 1.00

(5b) Budget Bill Assumption (5a) / (4) 13.42% 16.67% 16.67%

(6) Assumed instructional time per teacher (4)*(1- (14) ) 4.85 5.00 5.00

(7) # class hours (3) * (4) 88.78 90.85 125.26

(8) Number of Teachers Required With Planning Time Inc (7) / (6) 18.31 18.17 25.05

(9) Staffing multiplier to be used for planning (8) / (3) 1.155 1.20 1.20

PLANNING TIME ALGORITHM

WORKING MODEL FOR DISTRICTS

Have had several requests to create a simple working model for districts to use in building their own projections and or to incorporate into their local excel models.

This is on our work list however may be awhile. When available to It will be found at: www.k12.wa.us/safs SHB 2776 link.

COMPARISON MODEL

Legislation requires a comparison model between funded staffing and actual staffing by school.

To be generated by OSPI in February based upon S-275 reporting.

Current examples on our website.

COMPARISON MODEL- DETAILS

School Level enrollment must be taken from CEDARS.

It will be transmogrified to FTE using district level FTE to HC from P-223.

Staffing Information will be from S-275.

Model will show a comparison between the funded staff units and funded salary dollars versus the actual staff units and actual salary costs.

S-275 CHANGES

The S-275 will require changes to align the reported duty codes and job description to the prototype model.

More information to be provided this summer.

ACCOUNTING SYSTEMS

For 2011-12 additional activity codes have been added to address:

31 - Professional development of instructional staff

32 - Instructional Technology (Computers)

Further changes are anticipated for 2012-13

To assist with transition and training the SHB 2776 format of the F-203X has been available since January.

As of April 26th, 192 Districts have created 404 F-203X estimates.

Highest number of estimates for one district = 14.

Most optimistic named estimate - “Final Budget.”

103 have not created any estimate!

F-203X SYSTEM USAGE

F-203 will be programmed and released after the legislature passes a budget.

If the legislature runs late . . . . . school district budget timelines may prompt action before this.

Districts may have to use the F-203X for initial budget preparations for July proposed budget release.

The F-203 would have to be completed to accompany final filing to OSPI.

BUDGET ADOPTION F-203 OR F-203X ??

KNOWN F-203X DEFICIENCIES

CTE Classified Staff ratio generates 2.536 less FTE than current law. This has impact on minimum expenditures within the CTE program.

Missing Data on the 1191 ED – applied only to item codes D57 and D58.

Small Schools/Remote and Necessary bonus calculations not accounting for all units.

BEA MSOC rate changes not impacting item codes Z246 and Z245.

CIS benefit calculation using partial rate.

F-203X AND F-203 CAPACITY

Policy Decision/Area of Funding Y/N

Hold Harmless – Governor’s Proposal Y

MSOC changes for IPD inflation Y

Central Admin Staffing Percentage Changes Y

Hold Harmless – Senate and House Proposals N

K-3 High Poverty Reduction of Class Size N

A BALANCING ACT

System Development Recap.

F-203 / F-203X

Apportionment

Development of various ancillary Excel models to support 2011-12 school funding calculation and payments.

OPEN QUESTIONS???