ABC S OF THE NEW FUNDING FORMULA WASBO 2011

ABC’S OF THE NEW FUNDING FORMULA WASBO 2011 T. J Kelly and Calvin Brodie - OSPI

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. k 12. wa. us/safs/ under the SHB 2776 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 Base Enrollment SHB 2776 Elementary Middle (7 -8) (9 -12) 400 432 600 (K-6) High • 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 (High Poverty School) 25. 23 See Budgets Grade 4 2776 (Basic Ed) Grades K-3 SHB Class Size 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 CTE 9 -12 – 26. 57 Same 22. 76 Same Lab Science Not Defined Same Advanced Placement Not Defined Same International Baccalaureate Not Defined Same (Exploratory & Preparatory) Skills Centers Class Size

WHAT ARE THE STANDARD STATE ASSUMPTIONS? • Elementary School 5. 6 Hours. SHB 2776 Assumed Student Instructional Day: Middle and High School 6 Hours. Assumed Planning Time: 13% for Elementary = 45 Minutes. 17% for Secondary = 60 Minutes.

SCHOOL LEVEL TEACHERS Grade Level SHB 2776 Class Size 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 (Basic Ed) Lab Science Not Defined AP/IB Not Defined

OTHER SCHOOL BASED STAFFING School Level Staffing Elementary (K-6) Middle (7 -8) High (9 -12) Staff Type 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 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 0. 0 CLS Base Enrollment SHB Health & Social Services: 2776 Family Involvement Coordinators

District-wide Support Districtwide Support All Grades Staff Type Base Enrollment SHB 2776 1000 Student Technology Facilities, Maintenance, and Grounds Warehouse, Laborers, and Mechanics 0. 628 CLS 1. 813 CLS 0. 332 CLS

CTE and Skills Centers Career and Technical Education Base Enrollment Certificated Administration SHB 2776 Teachers Other Certificated Support Middle High Staff Type 100 Student Not Defined 4. 516 CAS CIS 4. 516 Not Defined CIS Skills Center Staffing High Staff Type Base Enrollment 100 Student Not Defined CAS 5. 272 CIS Not Defined CIS Certificated Administration Teachers Other Certificated Support

CENTRAL ADMINISTRATION Central Administration Total Central Admin Staff Percent Staff Type 5. 3% Percent Certificated Administrators SHB 2776 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 $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 Total MSOC per Student FTE SHB 2776

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. 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 Total Central Admin Staff Percent Staff Type 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, Statutory Timelines

CTE AND SKILLS CENTERS WASBO 2011

Legislative Score Card Career and Technical Education Staff Type 100 Student Certificated Administration 0. 410 CAS Teachers SC Old Formula Base Enrollment CTE and New 4. 516 4. 718 CIS Other Certificated Support 0. 202 In above CIS Classified 1. 699 1. 702 CLS Total 6. 827 6. 830 Skills Center Staffing New Old Formula Staff Type Base Enrollment 100 Student Certificated Administration 0. 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

Legislative Scorecard Materials, Supplies, and Operating Costs CTE Skills Centers $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 Total MSOC per Student FTE CTE/SC MSOC

LEGISLATIVE SCORECARD Anything I’ve Missed? ?

ETC. ETC

PLANNING TIME 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 ALGORITHM Elementary Middle (1) Prototypical Enrollment 400. 00 High 432. 00 600. 00 (2) Class Size (Assume K-3 for elementary) 25. 23 28. 53 28. 74 (3) 15. 85 15. 14 20. 88 (4) Assumed Instructional Day 5. 60 6. 00 (5 a) Planning Time (assumed) 0. 75 1. 00 # Teachers Required with no Planning (1) / (2) (5 b) Budget Bill Assumption (5 a) / (4) (6) Assumed instructional time per teacher (4)*(1 - (14) ) 13. 42% 16. 67% 4. 85 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

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. k 12. 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 MODELDETAILS 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

F-203 X SYSTEM USAGE To assist with transition and training the SHB 2776 format of the F-203 X has been available since January. As of April 26 th, 192 Districts have created 404 F-203 X estimates. Highest number of estimates for one district = 14. Most optimistic named estimate - “Final Budget. ” 103 have not created any estimate!

BUDGET ADOPTION F-203 OR F-203 X ? ? 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-203 X for initial budget preparations for July proposed budget release. The F-203 would have to be completed to accompany final filing to OSPI.

KNOWN F-203 X 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 D 57 and D 58. Small Schools/Remote and Necessary bonus calculations not accounting for all units. BEA MSOC rate changes not impacting item codes Z 246 and Z 245. CIS benefit calculation using partial rate.

F-203 X 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-203 X Apportionment Development of various ancillary Excel models to support 2011 -12 school funding calculation and payments.

OPEN QUESTIONS? ? ? .