Presentation on theme: "Fair School Funding Plan A comprehensive, fair school funding plan for Ohio Sponsors: State Representatives Bob Cupp & John Patterson Slide."— Presentation transcript:
1 Fair School Funding Plan A comprehensive, fair school funding plan for Ohio Sponsors: State Representatives Bob Cupp & John PattersonSlide
2 Education is the Key to Ohio’s Future Appropriate workforce development is essential for Ohio’s future growth.And Ohio needs much higher educational attainment to compete.Ohio’s schools and students face real challenges in a changing world.But Ohio school funding is a patchwork not based on student needs.Ohio needs a new system – fair to students, schools and taxpayers.Ellen
3 Bipartisan Cupp & Patterson Plan Built by Leading Educators Educators (superintendents, treasurers, teachers) know the needs best.15 months of research on Ohio’s formula, other states’ and experts’ ideasAsked3 essential questions about school fundingBase state school funding on what students actually need to succeed in a rapidly changing world.Assess every community’s capacity to pay its fair share – transparently!Treat all Ohio’s school districts and taxpayers as fairly as possibleThree Charges to Create Fair School Funding Plan1.2.3.Ellen
4 Define Ensure Provide Fund Our Critical ValuesWhat does it cost to educate every child and operate a district?DefineAll students can achieve their greatest potential, regardless of their economic circumstances or their school district’s property wealth.EnsureFair and stable funding formula that does not favor one district over another.ProvideDollars flow directly to where students are educated.FundEllenDuring the process of creating this fair funding model, this number was key in keeping our focus on what mattered most. While the legislature and administration must often wrestle with a variety of large and important numbers, let’s make 2031 one of the most important.In schools across Ohio today, the current kindergarten class, the Class of 2031, is with their teachers, in a classroom taking the first steps of their educational journey. Throughout our process lead by Representatives Cupp and Patterson, we focused on the question, what does it take to educate a typical child in a typical district and how can we ensure ALL students can achieve their greatest potential regardless of zip code?These core values enabled us to think about what all students need. At no time did we consider the impact on our own districts. By doing so, we made certain to emphasize the need for stable funding that is based around the student and their unique needs. The funds will follow the students. Equally important, this is a formula based on each district’s unique attributes. Funding is based in what happens inside the district boundaries – not outside.This plan offers a vision for one Ohio and not a system that pits district against district
5 The Ohio Fair School Funding Workgroup How does the Ohio Fair School Funding Plan address the woes of the current formula?Tom/Ryan –22 years and a day ago. The first ruling of school funding declared unconstitutional., I was in 8th grade in Mt. Gilead and little did I know this was going on. Mt. Gilead played a small role in these deliberations as our facilities were in dire need….A coal room converted to a classroom receibed statewide attentionAs Ellen mentioned, Superintendent Hosler couldn’t be here, but let me tell you about Tom’s Elevator speechAs we introduce the base costs concept for this plan, let’s pause for a moment to recognize that being here is a little unusual.You have a group of school leaders, superintendents, and treasurers testifying before a committee of House members about school funding.Ok, maybe that isn’t unusual.But what is different and unusual about this time is that we are excited to be doing so. Yes, we are actually excited to talk about school funding – in a positive way. We are pleased to have been part of this process and proud of the bipartisan leadership from Representatives Cupp and Patterson and proud of the work that has been accomplished by our team of educators
6 on Cap or Guarantee The Formula Doesn’t Work 4/5 of DistrictsCurrenton Cap or GuaranteeThe Formula Doesn’t WorkRyan - As we begin to talk about how this funding formula addresses the woes of the current formula – we need to spend a little time describing how the current formula is broken.These are not typos-----Today we have a formula where 503 of the 610 school districts in Ohio are either on the guarantee or cap. Essentially, 4/5 or more than 80% of our districts cannot look to the current formula for guidance. Caps limit funding and guarantees underpinningThe current model is not based on the programs and services students and local communities need to succeed. Instead, it is a system that lacks transparency and continues create a complex, self-defeating patchwork of funding for schools. A question we all ask is “as my state and local community changes, how do I influence the current formula to address modern needsAs you will here from our testimony, this will be one of the few times we will be taking a look back at Ohio School Funding. There have been several attempts in the past to reach the summit of solving school funding in Ohio. Task forces, blue ribbon commissions, administrations have all attempted to make that climb to the top of this mountain.As we began this process, we knew that there are people still stuck … frozen in time, never reaching the top. We are truly grateful for their efforts to establish a new base to climb even higher and reach the summitIn the meantime, generations of students, educators, legislators have come and gone. We have learned from those that have tried and failed in the past and have built this plan learning from their successes and failures. This is a powerful and unique plan that is based on the needs of Ohio’s students.It is a system no one likes and no one can understand. But yet, here we are.
7 Making School Funding Fair…. and Getting it Right A New, Fair Funding Formula…Rational, Understandable & TransparentBased on Actual Costs of Ohio EducationEliminate Artificial “Caps” on Formula- Driven IncreasesReduce the Number of Districts on Artificial “Guarantees”Respect Local Control…to Address Critical NeedsProvide Basic Instructional ResourcesAdd Funds for Poverty and Mental HealthHelp Special Needs, Gifted, English LearnersImprove Security and School Bus SafetyInvest in Career Tech Education, STEM, Educational Service CentersRyan - The proposed comprehensive, fair funding plan will allocate costs based on the actual needs of students.It is based on the actual costs of an Ohio education using best practices from our state and nationally recognized research.It eliminates artificial caps and reduces the number of districts on an artificial guarantee.Most importantly, it targets the most essential component in the educational process – the classroom.This system recognizes what it needs to meet students where they are and provide them with the experiences and supports that they need to achieve their greatest potential.You will hear this week how it will help students with special needs and mental health concerns, address the impact of poverty on learning, make students more safe and secure, expand quality preschool, put technology in the hands of Ohio’s students, provide essential services for high poverty districts and reflect the real cost of operating Ohio public schools.Fair school funding will better prepare our state and local workforce to be more competitive in the nation and the world.It also respects a long standing tradition of local control and is not a prescriptive model.
8 Base Cost Distribution Add-ons Poverty, Preschool, Special Education, Gifted, English Learners, Career Tech Education, STEM, Open Enrollment, Charter/Community Schools, Vouchers, Transportation, Educational Service CentersDistributionRyanAgain, 3 major takeaways for todayDeep dive today on base cost – base cost is the foundation upon which all other funding elements of a funding formula are built.Answering the question “what is the appropriate per student base cost and is sufficient to provide students with essential high quality opportunitiesAdd-ons, what special circumstances are added on to base costFinally, distribution will be discussed, because without a fair and transparent method the formula breaks down.
9 Base Cost Different Approach than the Past Formula built around the local student and the educational experienceWhat it actually costsAllows schools to use state funds according to local needsUses research and experience to compute base costTransparent, rational, stableFunds the “whole student”Instruction, co-curriculars, social-emotional needs, safety and security, career readiness, counselors, technology, teacher professional development...Accounts for actual costs to run a districtClassroom instruction, instructional supports, English Learners, grade by grade student/teacher ratios and costs, materials...Maintain local control over how state formula funds are usedRyan – Local Districts know how best to spend their money. Not prescriptive.Around local needs – One of our members, Claudia Zaler from Waverly, who co-chaired the poverty sub-group with Superintendent Doug Ute, talked about how poverty is so different around the state of Ohio. As she explained their research we talked about how it would be impossible for Akron and Waverly to follow a prescriptive model.Research – As you will see from the next slide we start with the classroom.Whole Student – Schools are finding ways to fund these items, but under a cloak.
10 Base Cost Breakdown Base Cost Breakdown Ryan – Included in your handout is a detail, line-by-line review. We will take questions at the end of our testimony regarding the handout.Isn’t it refreshing that we begin in the classroom. What every student needs in classroom instruction accounts for 60%Another 15% to enhance the classroom goes to instructional and student support. These items are refer to handoutSchool operations accounts for refer to handoutAnd 5% goes to district leadership and accountabilityBase Cost Breakdown
11 What’s Included Inside Base Costs Funding for classroom teachersRecognition of the need for social-emotional and security resourcesCareer counseling and readinessAccess to technology, for all studentsCo-CurricularsData and accountabilityRyanWhile not a comprehensive – As you have heard We are addressing the needs of the whole child AND the needs of every district
12 Base Cost Distribution Add-ons Poverty, Preschool, Special Education, Gifted, English Learners, Career Tech Education, STEM, Open Enrollment, Charter/Community Schools, Vouchers, Transportation, Educational Service CentersDistributionRyan - Introduce Jenni Logan to talkIn addition to base cost Jenni will review those add-ons to our base cost. You will hear testimony this week and next week from the co-chairs of our fair school funding plan. Again, Add-ons are those essential services needed to enhance basic needs.
13 Funding Outside Base Costs Poverty, Preschool and Special Education Make more funding available for students living in poverty to address social, emotional, mental health and academic needs.Recommend every economically disadvantaged 4-year-old has access to high-quality preschool.Fund special education at 100% (in place of the current 90%) with the additional 10% allocated for catastrophic aid. In addition conduct an updated comprehensive special education cost study.JenniOhio's official poverty level, those below the federal standard for a family of 4 is 22%.Free and reduced lunch rate in Ohio is 50.9%Our funding report only refers to poverty at 22% following federal standardRecommendations from team is to study how to accurately count “economically disadvantaged”
14 Funding Outside Base Costs Gifted, English Learners and Transportation Fund costs of gifted education students based on May study.Develop fair and consistent criteria for funding English Learners based upon a study.Modify current method for funding transportation, reward efficiency, and re-institute the school bus purchasing program.JenniDetails for Category 2 and Category 3 recommendations:Revising existing Category 2 participants to include all El students who have been enrolled in an organized EL program for more than 180 school days until they successfully achieve proficiency on mandatory assessments.Revise Category 3 participants to include all EL students who have achieved proficiency and monitor them for two years.will complement federal. progress monitoring requirement.
15 Funding Outside Base Costs Open Enrollment, Community Schools and Vouchers Fund all students where educated.Students participating in school choice programs fromK-12 will not be included resident district student count.Eliminates friction associated with outgoing students and local public funds lost.Creates conditions for community school and voucher funding to stand on its own.Maintain fiscal impacts of open enrollment at its present levels.Jenni
16 Funding Outside Base Costs Career Tech, STEM, & Educational Service Center Create an input method based funding model similar to the recommended K-12 base cost funding model and create an exploration/awareness program for all students within a given Career Technical Planning District.Fund STEM schools directly and in the same manner as charter/community schools.Conduct a study of all Educational Service Centers in order to prepare for the crafting of a funding methodology and implement interim funding program for FY2020 and FY2021.Jenni
17 Base Cost Distribution Add-ons Poverty, Preschool, Special Education, Gifted, English Learners, Career Tech Education, STEM, Open Enrollment, Charter/Community Schools, Vouchers, Transportation, Educational Service CentersDistributionJenni to introduce Mike and highlight the three again
18 Fair Base Funding Distribution Principles The Fair Funding Plan is based on students’ and operating needs as outlined earlier.Key Question: How much district funding is provided by the state? How much by local taxpayers? Today, that’s a mystery because each district’s funding can change relative to the state’s average. That’s a formula for instability.With the Fair Funding Plan: State/local shares are calculated using resident’s income and each district’s property value and won’t shift unless that district’s income or property values change--eliminates one district’s change impacting another district’s relative wealth.Mike S
19 Fair Base Funding Distribution Unlike the current formula, which is too dependent on property values, the new plan uses both property values and resident income to identify each community’s capacity to pay their fair share.A district’s state and local share will be determined by its capacity to generate local dollars.Only a change in a district’s resident income, property value or enrollment would cause a change in that district’s local capacity.Mike S
20 The Challenge - Distribution Current Local Share of Funding60% to 100% - PROPERTY VALUES0 to 40% - BASED ON RESIDENT INCOMEMike -
21 Distribution 60% BASED ON PROPERTY VALUES 40% BASED ON RESIDENT INCOME With New Fair Funding PlanDISTRIBUTIONDistributionDetermination of Local Share of Funding60% BASED ON PROPERTY VALUES40% BASED ON RESIDENT INCOMEMike -
22 funded at their calculated formula amounts The Formula Doesn’t Work 18% of DistrictsCurrentfunded at their calculated formula amountsThe Formula Doesn’t WorkMike S
23 funded at their calculated formula amounts With New Fair Funding Plan84% of DistrictsNew Planfunded at their calculated formula amountsMike STotal districts 610136 districts in 2020 on guarantee100 district in 2021 on guaranteeNew Plan: 84% of Districts on Formula by 2021
24 Base Cost Distribution Add-ons In Summary Poverty, Preschool, Special Education, Gifted, English Learners, Career Tech Education, STEM, Open Enrollment, Charter/Community Schools, Vouchers, Transportation, Educational Service CentersDistributionMike S
25 Ohio Needs Comprehensive, Fair School Funding Now Unfortunately, Ohio’s school funding system is not tied to any type of determination of what it takes for students to succeed in the 21st century – diminishing our future workforce and economy.The Fair School Funding Plan will allocate base costs tied to the actual needs of students, resident’s income, and its property values.It will help students with special needs and mental health concerns, make all students more safe and secure, update technology, provide essential services for high poverty districts, provide expanded quality preschool, and reflect the real cost of operating public schools.Fair School Funding will prepare our state and local workforce for the challenges ahead.
26 Fair School FundingWe ask our legislators and all Ohioans to consider our plan in its entirety, as an essential roadmap to guide school funding decisions Together, we strive to ensure that Ohio’s children will have the quality educational opportunities. And together, we can adopt a comprehensive, fair school funding plan that meets the needs of Ohio’s children, future workforce, and economy.Thank You for Your Interest and Action for Ohio’s Future
27 SUBGROUPS Chairs and Co-Chairs ESC, CTE & STEMJerome (Jerry) R. Brockway, Ph.D.SuperintendentAshtabula County Career TechnicalCenterCarrie HerringshawTreasurerPENTA Career Center, Wood CountyTECHNICAL SUPPORTJim BettsCoordinatorMike SobulTreasurer/ConsultantGranville SchoolsHoward FleeterSchool Finance ConsultantPete JapikseOhio School Boards AssociationGeoffrey AndrewsExecutive DirectorMCOECNPOVERTY & PRESCHOOLClaudia ZalerTreasurer/CFOWaverly Local SchoolsDoug UteSuperintendentNewark City SchoolsBASE COSTRyan PendletonTreasurer/CFOAkron Public SchoolsTom HoslerSuperintendentPerrysburg Exempted Village SchoolsTECHNOLOGYMichael TefsSuperintendentWooster City SchoolsCajon KeetonTreasurerBenton-Carroll-Salem Local SchoolsSPED, GIFTED, ELJenni LoganTreasurer/CFOLakota Local SchoolsMichael J. Barnes, Ed.DSuperintendentLakewood City SchoolsDISTRIBUTIONJared BuntingTreasurerTrimble Local SchoolsMike P. Hanlon, Jr., Ph.D.SuperintendentChardon Local SchoolsCOMMUNICATIONSEllen McWilliams-Woods, Ph.D.Assistant SuperintendentAkron Public SchoolsOPEN ENROLLMENT, CHARTERS, VOUCHERSSteve McAfeeTreasurerWhitehall City SchoolsScot PreblesSuperintendentForest Hills Local SchoolsTRANSPORTATIONKevin LillieTreasurer/CFOGeneva Area City SchoolsDalton SummersSuperintendentRiver View Local Schools
28 Fair Funding Plan Resources Website:Twitter: @OHschoolfunding