BAC Meeting: Review of Planning Factor Formulas Arlington Public Schools November 14,

Planning Factors Approved formulas with which staffing, materials, and supplies are allocated to schools. Almost all of the schools’ budgets are calculated according to formula. Allocating funds using formulas based on enrollment projections is done to ensure funding equity among schools and programs. 2

Fall enrollment projections including SPED and ESOL/HILT Planning factors are applied to projections for staffing, materials and supplies Base data for Superintendent’s budget Enrollment projections are updated in Spring based on more recent data Planning factors applied again to update staffing, materials and supplies includes any proposed changes to planning factors becomes part of School Board’s Proposed and Adopted Budgets Staff contingency is available for variations from projections Overview 3

FY 2013 Elementary Classroom Teacher Planning Factor Formula FORMULA AB # of students divided by planning factor # of students divided by recommended maximum class size Grade 1# of students divided by 20# of students divided by 24 Grade 2# of students divided by 22# of students divided by 26 Grade 3# of students divided by 22# of students divided by 26 Grade 4# of students divided by 23# of students divided by 27 Grade 5# of students divided by 23# of students divided by 27 4

Example 1 of Current Classroom Elementary Planning Factor Calculation Enrollment Projections PF Calculation: Class Size when Leveling Rec Max Grade divided by 20= Grade divided by 22= Grade divided by 22= Grade divided by 23= Grade divided by 23= Total Staffing classes to keep within rec max Total Staffing (rounded up to nearest whole) 13 Total Staffing: Amount needed to meet recommended maximum 13 5

Example 2 of Current Classroom Elementary Planning Factor Calculation Enrollment Projections PF Calculation: Class Size when LevelingRec Max Grade divided by 20= Grade divided by 22= Grade divided by 22= Grade divided by 23= Grade divided by 23= Total Staffing classes to keep within rec max Total Staffing (rounded up to nearest whole)11 Total Staffing: Amount needed to meet recommended maximum 10 6

Example 3 of Current Classroom Elementary Planning Factor Calculation Enrollment Projections PF Calculation: Class Size when LevelingRec Max Grade divided by 20= Grade divided by 22= Grade divided by 22= Grade divided by 23= Grade divided by 23= Total Staffing classes to keep within rec max Total Staffing (rounded up to nearest whole)14 Total Staffing: Amount needed to meet recommended maximum 15 7

Increase both the planning factor and recommended maximum by one at each grade level; may or may not change number of students in an individual class depending on grade, school, and year Increase Class Size by One 8

CURRENT Class Size when Leveling Rec Max Kindergarten with SC Grade 1 with SC Grade 2 with SC Grade 3 with SC Grade 4 with SC Grade 5 with SC Total INCREASE BY ONE (K-5) Students Class Size when Leveling Rec Max Kindergarten with SC Grade 1 with SC Grade 2 with SC Grade 3 with SC Grade 4 with SC Grade 5 with SC Total Impact of Increasing Class Size by One Elementary Example 9

Example 1: Impact of Increasing Planning Factor by One but not Recommended Maximum CURRENT Enrollment Projections Calculation current PF: Class Size when Leveling Rec Max Grade 146divided by 20= Grade 247divided by 22= Grade 350divided by 22= Grade 447divided by 23= Grade 541divided by 23= Total Staffing classes to keep within rec max Total Staffing (rounded up to nearest whole)11 Total Staffing: Amount needed to meet recommended maximum 10 INCREASE BY ONE (K-5) Enrollment Projections Calculation Increase PF by One: Class Size when Leveling Rec Max Grade 146divided by 21= Grade 247divided by 23= Grade 350divided by 23= Grade 447divided by 24= Grade 541divided by 24= Total Staffing classes to keep within rec max Total Staffing (rounded up to nearest whole)11 Total Staffing: Amount needed to meet recommended maximum 10

Example 2: Impact of Increasing Planning Factor by One but not Recommended Maximum CURRENT Enrollment Projections Calculation current PF: Class Size when Leveling Rec Max Grade 184divided by 20= Grade 283divided by 22= Grade 383divided by 22= Grade 484divided by 23= Grade 593divided by 23= Total Staffing classes to keep within rec max Total Staffing (rounded up to nearest whole)20 Total Staffing: Amount needed to meet recommended maximum 20 INCREASE BY ONE (K-5) Enrollment Projections Calculation Increase PF by One: Class Size when Leveling Rec Max Grade 184divided by 21= Grade 283divided by 23= Grade 383divided by 23= Grade 484divided by 24= Grade 593divided by 24= Total Staffing classes to keep within rec max Total Staffing (rounded up to nearest whole)19 Total Staffing: Amount needed to meet recommended maximum 20 11

FY 2013 Middle School Classroom Teacher Planning Factor 1.0 classroom teacher for every 23.4 general education students –# of general education students ÷ 23.4 Adjustment to extrapolate 5 teaching periods to 7 student periods –result from #1 above ÷ 5/7 Factor for mainstreaming special education students for one period –(result from #1 above + (number of special education students ÷ 23.4)) ÷ 5 teaching periods 12

FY 2013 High School Classroom Teacher Planning Factor 1.0 classroom teacher for every 25.4 general education students –# of general education students divided by 25.4 Adjustment to extrapolate 5 teaching periods to 7 student periods –results from #1 above ÷ 5/7 Factor for mainstreaming special education students for one period –(results from above + (number of special education students ÷ 25.4)) ÷ 5 teaching periods Staffing is reduced at each high school to account for students taking courses at the Career Center 13

Impact of Increasing Class Size by One Middle School Current Classroom Teacher Planning Factor Formula Calculation Total Regular Enrollment {no HILT, no Self Cont, no Interlude} ÷ 23.4 ÷ 5/7 =26.38 Self Contained I (Category 1 and Cat 2)79 Interlude13 (79+13) ÷ 23.4 ÷5 =0.79 Total Staffing (rounded to nearest 0.20) Increase by 1: Formula Calculation Total Regular Enrollment {no HILT, no Self Cont, no Interlude} ÷ 24.4 ÷ 5/7 =25.30 Self Contained I (Category 1 and Cat 2)79 Interlude13 (79+13) ÷ 24.4 ÷5 =0.75 Total Staffing (rounded to nearest 0.20)

BAC Meeting: Review of Planning Factor Formulas Arlington Public Schools November 14,