russell frank, ph.d. director ii assessment and accountability services mike barney director ii...
TRANSCRIPT
Russell Frank, Ph.D.
Director II
Assessment and Accountability
Services
Mike Barney
Director II
Instructional Services
LCFF and LCAP Reshapes School
Funding and Accountability
Part I: LCFF
Russ FrankRCOE
Resources
• School Services of California• Legislative Analyst’s Report• WestEd
• Special Thanks to:
• Nancy Sheets: Director II, RCOE• Paul Jessup: Deputy Superintendent, RCOE• Bill Spires: Director II, RCOE• Art Davis: RSDSS Director, Madera County
Office of Education• Janelle Kubinec: Director, National and
State Special Projects, WestED
Outcomes
1. Understand how the components of LCFF return districts to 07-08 funding over time
2. Discuss the implications for districts
3. Pose questions for follow up.
Local Control Funding Formula Components
1. Target Base Rates Per 4 Grade Spans2. Adjusted Base Rates for CSR and CTE3. Supplemental Funding for any EL or LI4. Concentration Funding for ELs and LIs
above 55% of total enrollment5. TIIG Add-On6. HTS Transportation Add-On7. Economic Recovery Target Add-On8. “Commitment” to close the gap and
COLA
Formula Components of the LCFF: 1
Target Base Rates• Per ADA in CALPADS
• K-3: $6,845• 4-6 $6,947• 7-8 $7,154• 9-12$8,289
• It’s like the revenue limits of old.
Basic Rate for All Kids
Per ADA in CALPADS
K-3: $6,8454-6 $6,9477-8 $7,1549-12 $8,289
* Basic Rate for All Kids* Like a the Old Revenue Limit
Formula Components of the LCFF: 1
Formula Components of the LCFF: 2
Adjusted Base Rates (ABR)
• Let’s keep class sizes low in K-3 -- 24-1 or negotiated level:
• Add 10.4 percent of the base rate.
• It costs more to educate 9-12 -- Targets CTE
• Add 2.6 percent of the base rate.
CSR K-3 and CTE 9-12
Provisions for K-3 CSR Adjustment• K-3 CSR at 24-1
by 20-21 • Unless CSR is
collectively bargained otherwise
• If negotiated at a different rate, LEA not subject to provision.
• If class size larger than 24 LEA must make progress toward reducing the gap by 10 % annually during transition.
Formula Components of the LCFF: 3
Supplemental Funding• The following
subgroups offer more challenges to educators:
• Low Income (LI) or what we used to call SED.
• Foster Youth as LI• English Learners
• Add 20% of the ABR per eligible student
SED or Low Income (LI) & English Learners ELs
Calculating Supplemental Funding
• Foster Youth are LI• EL/LI calculated on 3
year rolling average from CALPADS taken from CBEDS.
• 2013 CBEDS for 13-14 LCFF
• Unduplicated count. An EL who is low income = 1 student.
Dilemma of Reclassification• Student Reclassified as FEP
who is NOT also LI no longer generates extra $$$. LCAP Connection.
Supplemental Follow up
• Challenge: districts need to find out what their unduplicated 13-14 counts are.
Think About It
• What are the implications for your district?
• What questions arise for you?
• Share these thoughts with your partners
Formula Components of the LCFF: 4
Concentration Funding
• High concentrations of ELs and LI present an even greater challenge for LEAs.
• Each unduplicated LI or EL above 55% of enrollment generates 50% of the ABR
For Districts with many ELs & LI
Will You Get Concentration Funding?
LEA Ensures “Proportionality”
“Increase or improve services for ELs/LIs in proportion to the increase in funds apportioned on the basis of the number and concentration of unduplicated pupils”
?
LCFF and LCAP Templates
• WestEd and CDE role
• Fiscal Guidance by January 30, 2014
• Preview of Fiscal and LCAP by November 6-7 2013?
• RCOE Preview Nov. 21, 2013
• LCAP Template by March 30, 2013
Think About It
• What are the implications for your district?
• What questions arise for you?
• Share these thoughts with your partners
Formula Components of the LCFF: 5Targeted Instr. Improve. Grant
• If received in 12-13 will receive again through 20-21.
• Can be used for any educational purpose.
• See list of RC districts
First of Three Add-Ons
Formula Components of the LCFF: 6
Home/School Transportation (HTST)
• If LEA received HTST in 12-13 it will receive again through 2020-21.
• Restricted to transporting eligible students.
• See list of RC districts.
Second of Three Add-Ons
Formula Components of the LCFF: 7
Economic Recovery Target (ERT)
• In the transition from 2007-08 formula to LCFF, some LEAs (230) lose funding due to their former concentrations of categorical funds.
• ERT is like a hold harmless for these LEAs.
• = increase each year for 8 years
• Likely no ERTs in RC
Third of Three Add-Ons
2013-14 Categorical Survivors
Formula Components of the LCFF: 8
Gap Funding1. Fully funding LCFF in
one year would cost $18 billion.
2. Target: Let’s get back to 2007-08 Levels
3. Gap funding “Commit-ment”: Aimed at closing each LEA’s difference between the 20-21 target funding and 13-14 funding by 12% annually.
8 Years to Close Funding Gap
TARGET
TARGET
TARGET
LCFF Funding
LCFF Funding
Getting to the TargetsLeverage for Closing the Gap
• “Commitment” to funding gap closing
• COLA increases to the Base Rate
• P1 in December: LEAs paint the first fuzzy picture of the increases.
• P2 in April: LEAs should generate a clearer idea of increase.
LCFF/LCAP Summary• Reforms
state’s much criticized funding mechanism.
• Far greater LEA flexibility on meeting student need.
• More meaningful stakeholder input during development.
Major Shifts Made by the Local Control Funding Formula
Before LCFF• Revenue Limits
• State categoricals w/temporary tiered flex
• K-3 CSR: Limited funding with unlimited class sizes
• Accountability and performance separate from funding
After LCFF• LCFF base funding dif-
ferentiated by grade span.
• Unduplicated pupil weights, concentration funding
• K-3 CSR targeting 24-1
• Local Control Accountability Plans required. (July 1, 2014)
What Stays the Same?
• Financial Audits• Compliance with Williams• School Accountability Report
Cards• Federal funding, planning and
accountability• LEA as subgrantee of the state
Downside?• Economic
downturn.• Low income
districts vulnerable.
• Prop 30 phase outs: 2016, 18
• In 20-21 gets us to where we were in 07-08.
Think About It
• What are the implications for your district?
• What questions arise for you?
• Share these thoughts with your partners