WASBO 2011 T.J Kelly and Calvin Brodie - OSPI ABC’ S O F T HE N EW F UNDING FORMULA

A GENDA  Prototypical Funding Model An Overview  Session Changes  Working Model for district usage  Required Comparison  Your Questions & Our Answers

P ROTOTYPICAL M ODEL - O VERVIEW  A full Presentation is available on our website at 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.

N EW F UNDING S TRUCTURE  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.

W HAT I S T HE A SSUMPTION OF S CHOOL S IZE ? SHB 2776 CategoryElementary (K-6) Middle (7-8) High (9-12) Base Enrollment In reality, school configurations vary widely and are not generally consistent with the Prototype model. Your school sizes WILL be different.

W HAT I S T HE A SSUMED C LASS S IZE ? SHB 2776 Grade LevelClass Size (Basic Ed) Class Size (High Poverty School) Grades K See Budgets Grade Not Defined Grades Not Defined Grades Not Defined Grades Not Defined CTE Same CTE 9-12 – (Exploratory & Preparatory) 26.57Same Skills Centers22.76Same Lab ScienceNot DefinedSame Advanced PlacementNot DefinedSame International BaccalaureateNot DefinedSame

W HAT A RE T HE S TANDARD S TATE A SSUMPTIONS ? 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. SHB 2776

S CHOOL L EVEL T EACHERS SHB 2776 Grade LevelClass Size (Basic Ed) Students Planning Time Assumption Funded Teachers Grades K %18.31 Grade %17.11 Grades %17.11 Grades %18.17 Grades %25.05 CTE %4.52 CTE %4.52 Skills Centers %5.27 Lab ScienceNot Defined AP/IBNot Defined

O THER S CHOOL B ASED S TAFFING SHB 2776 School Level StaffingElementary (K-6) Middle (7-8) High (9-12) Staff Type Base Enrollment Student Principals CAS Teacher Librarians CIS Guidance Counselors CIS Health & Social Services: School Nurses CIS Social Workers CIS Psychologists CIS Teaching Assistance CLS Office Support CLS Custodians CLS Student & Staff Safety CLS Family Involvement Coordinators0.0 CLS

Districtwide SupportAll GradesStaff Type Base Enrollment1000Student Technology0.628CLS Facilities, Maintenance, and Grounds 1.813CLS Warehouse, Laborers, and Mechanics 0.332CLS District-wide Support SHB 2776

Career and Technical EducationMiddleHighStaff Type Base Enrollment100 Student Certificated AdministrationNot Defined CAS Teachers4.516 CIS Other Certificated SupportNot Defined CIS CTE and Skills Centers Skills Center StaffingHighStaff Type Base Enrollment100Student Certificated AdministrationNot DefinedCAS Teachers5.272CIS Other Certificated SupportNot DefinedCIS SHB 2776

C ENTRAL A DMINISTRATION SHB 2776 Central AdministrationPercentStaff Type Total Central Admin Staff5.3% Percent Certificated Administrators25%CAS Percent Classified75%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 T ARGETED V ALUES Materials, Supplies, and Operating CostsPer Student Starting $$ Target Values SY Total MSOC per Student FTE$517.91$1, Technology$54.43$ Utilities and Insurance$147.90$ Curriculum and Textbooks$58.44$ Other Supplies and Library Materials$124.07$ Instructional Professional Development for Certificated and Classified Staff $9.04$18.89 Facilities Maintenance$73.27$ Security and Central Office$50.76$ SHB 2776

W HAT C HANGES HAS THE L EGISLATURE P ROPOSED ?

L EGISLATIVE S CORECARD HIGH POVERTY CLASS SIZE:  House – Reduced for grade K-3 to for high poverty schools only and included this as Basic Education. $25,000,000.  Senate: Reduced K-3 Class Size to for high poverty schools, but failed to define this as basic education. $64,330,000.  Both utilized a 50% poverty threshold.

L EGISLATIVE S CORECARD 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 $ per Student.  Both use a common multiplier for CTE & Skills Center MSOC.

L EGISLATIVE S CORECARD 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.

L EGISLATIVE S CORECARD HOLD HARMLESS  House budgets $ includes K-3 High-Poverty class-size changes and MSOC.  Senate Budgets $ does not includes K-3 High Poverty class-size changes or MSOC.

L EGISLATIVE S CORECARD Central AdministrationPercentStaff Type Total Central Admin Staff5.3% Percent Certificated Administrators25.47%CAS Percent Classified74.53%CLS

L EGISLATIVE S CORECARD SB TIMELINES  If adopted Bill 5919 would remove the adoption timelines contained in the original  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 S KILLS C ENTERS WASBO 2011

Career and Technical EducationNewOld FormulaStaff Type Base Enrollment100 Student Certificated Administration CAS Teachers CIS Other Certificated Support0.202In aboveCIS Classified CLS Total Legislative Score Card Skills Center StaffingNewOld FormulaStaff Type Base Enrollment100 Student Certificated Administration CAS Teachers CIS Other Certificated Support0.236In aboveCIS Classified CLS Total CTE and SC

Materials, Supplies, and Operating CostsCTESkills Centers Total MSOC per Student FTE$1,334.08$1, Technology$140.21$ Utilities and Insurance$380.97$ Curriculum and Textbooks$150.54$ Other Supplies and Library Materials$319.06$ Instructional Professional Development for Certificated and Classified Staff $23.29$20.71 Facilities Maintenance$188.73$ Security and Central Office$130.75$ Legislative Scorecard CTE/SC MSOC

L EGISLATIVE S CORECARD  Anything I’ve Missed??

E TC. ETC. ETC

 Lots of confusion around the planning factor.  Legislation addresses the planning factor.  The budgeted elementary factor of % for planning time creates a increase multiplier for teachers of  The budgeted middle and high planning time of 16.67% creates an increase multiplier for teachers of P LANNING T IME

Elementary Middle High (1)Prototypical Enrollment (2)Class Size (Assume K-3 for elementary) (3) # Teachers Required with no Planning (1) / (2) (4)Assumed Instructional Day (5a)Planning Time (assumed) (5b)Budget Bill Assumption (5a) / (4)13.42%16.67% (6)Assumed instructional time per teacher (4)*(1- (14) ) (7)# class hours (3) * (4) (8)Number of Teachers Required With Planning Time Inc (7) / (6) (9)Staffing multiplier to be used for planning (8) / (3) P LANNING T IME A LGORITHM

W ORKING M ODEL FOR D ISTRICTS  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: SHB 2776 link.

C OMPARISON M ODEL  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.

C OMPARISON M ODEL - D ETAILS  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 C HANGES  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.

A CCOUNTING S YSTEMS  For additional activity codes have been added to address:  31 - Professional development of instructional staff  32 - Instructional Technology (Computers)  Further changes are anticipated for

 To assist with transition and training the SHB 2776 format of the F-203X has been available since January.  As of April 26 th, 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. B UDGET A DOPTION F-203 OR F-203X ??

K NOWN F-203X DEFICIENCIES  CTE Classified Staff ratio generates 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 C APACITY Policy Decision/Area of Funding Y/N Hold Harmless – Governor’s ProposalY MSOC changes for IPD inflationY Central Admin Staffing Percentage ChangesY Hold Harmless – Senate and House ProposalsN K-3 High Poverty Reduction of Class SizeN

A BALANCING A CT  System Development Recap.  F-203 / F-203X  Apportionment  Development of various ancillary Excel models to support school funding calculation and payments.

O PEN Q UESTIONS ???.