Basic Principles of Social Stratification -Sociology 11 - A SY 2009-10
Senate & House Conference Budget and Legislation for K-12 Education 2009-11 Biennium 2009-10 and...
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Transcript of Senate & House Conference Budget and Legislation for K-12 Education 2009-11 Biennium 2009-10 and...
Senate & House Conference Budget and Legislation for K-12 Education2009-11 Biennium2009-10 and 2010-11 SY2009 Supplemental, 2008-09 SY
April 30, 2009 Office of the Superintendent of Public Instruction
Big Picture View of Budgets
2009-11 Biennium
Comment
1 Budget Deficit $9.3 Billion 18.5% deficit
2Addt’l Federal Resources (benefiting budget)
$3.0 Billion
$4.6 Billion total new
federal resources
3 Reduction to K-12$1.8 Billion (2
State Fiscal Years)
-2.6%, depending on
how calculated
Update 4/30/2009 2Preliminary OSPI Analysis of Conference Budgets
Formula or Statewide Allocations: Statement of Change
Action Comment
1 I-728$680.8 M reduction
(75%)
Of remaining $226.6 M, $128.6 M funded with
ARRA
2 Levy Equalization$67 M reduction (15%) (caution, see later slide)
Of remaining $425 M, $157 M funded with
ARRA
3 K-4 Ratio
294 school districts: No reduction in funding; no
use-it-or-lose-it, full flexibility
Language re: on-line learning applies to one district; still use-it-or-
lose-it
4Continue $25 M
in Pupil Transportation
No, funding eliminated $12.5 M per year
5Continue 1:58.75
CLSYes
Update 4/30/2009 3Preliminary OSPI Analysis of Conference Budgets
I-728 Reduction09-10 SY 10-11SY Biennial
Amount
1 Enrollment 980,667 986,381 -
2 Rate (old) $458.10 $464.50 -
3 Rate (new) $131.16 $99.32 -
4 Total Funding (old rate)
$449,243,553 $458,173,975 $907,417,527
5 Total Funding (new rate)
$128,624,284 $97,967,361 $226,591,645
6 Difference (row 5-row 4)
($320,619,269)
($360,206,614)
($680,825,883)
Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets 4
CompensationMaintenanc
eConference Difference
1 COLA $352,616 $0 ($352,616)
2 Health Care $127,900* $44,188 ($83,712)
3 Rate in 09-10 SY $774* $745 ($29)
4 Rate in 10-11 SY $831* $768 ($63)
5 Math/Science PD Eliminated
$43,991 $4,255Remainder of
2008-09 SY
($39,736)
6 LIDs Funded 2 1 (1)
7 Cost of LID $71,368 $35,684 ($35,684)
8 Primary National Board Bonus (SHB 2343)
$5,105* $5,090 ($15)
9 Challenging School Nat’l Board Bonus
$5000 $5000 $0
Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets 5
*Governor’s proposed Budget
State Pensions
•Conference Budget saves $575.2 million across state government and $339.4 million in K-12▫Phases in adoption of new funding method
for Plan 1 liabilities; ▫Changes salary growth assumptions; ▫Delays adoption of new mortality tables
until 2011-13 biennium.
Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets 6
Pensions Rates
Plan Maintenance Conference
PERS 8.00% 5.29%
TERS 10.95% 6.14%
SERS 8.28% 5.43%
DRS admin Fee
.16% .16%
Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets 7
Plan Maintenance Conference
TERS, Plan1 6.00% 6.00%
TERS, Plan2 4.93% 3.36%
SERS, Plan1 4.00% 3.14%
PERS, Plan1 6.00% 6.00%
Employer Contribution Rates
Employee Contribution Rates, by plan
Small adjustments may occur due to misc. legislation not yet signed.
Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets
8
Levies and Equalization Policy Debate•Ensure that reductions in I-728 and I-732
are included in levy base, change sunset date
•Allow mid-cycle elections•Increase Levy Lid by 4%-points, no more
than 35%▫Levies passed through 2011
•Reduce levy equalization by 15% (prorate)•Do not increase equalization to reflect
higher lidUpdate 4/30/2009Preliminary OSPI Analysis of Conference Budgets 9
Three bills that passed only 1 chamber
SHB 1776 (As Passed House)
ESHB 1776, Engrossed Striker (As Passed Senate)
SB 6138 (As Passed Senate)
1Suspended I-728/I-732 funding included in levy
base
Makes permanent the inclusion of suspended
amounts in the levy base; ensures addition
of new suspended amounts
Extends current sunset clause from
2012 to 2015; ensures addition of new
suspended amounts
2 Mid-cycle levy opener Yes Yes
3Increase in levy lid from date legislation enacted
to 2011
Increases lid by 4%-points (up to 35%) for
levies passed 2009 (after effective date of section) through 2011
Increases lid by 4%-points (up to 35%) for levies passed through
2011
4Increase lid for levies
authorized prior to May 2009
No Yes
5Prorate or reduce levy
equalizationYes, determined in the
budget
6 OtherAfter-school grants
determined in budget
7 Status Passed HouseSenate Amended
House -passed Bill; House did not Concur
Passed Senate; Did not pass House
10Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets
Levy Equalization Funding Reduction
2009-10 SY 2010-11 SY Total
1 Maintenance Level$241,906,00
0$251,195,00
0$493,101,00
0
2Actual Funding (State and Federal) assuming Passage of ESHB 1776
214,034,000 211,381,000 425,415,000
3Reduction from Maintenance Level
(27,871,000) (39,814,000) (67,686,000)
11Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets
What is next?
Levy Lid Lift Levy Equalization
Policy Debate
•General consensus to increase the lid 4%-points, but not more than 35%;•extra authority should be time-limited; •extra authority should be for current levies and prospectively
•No consensus in House to support Senate proposal to increase lid while reducing equalization
Status •1 of 3 bills driving a special session•Timing is important to school districts, so pressure for action soon•Legislation is necessary to implement the budget but without a bill, OSPI will pay equalization at 100%
12Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets
What to assume?• Cannot predict legislative action w/ regard to
levies and equalization• Not financially prudent to assume that levy lid
will be increased when developing RIF notices• Not financially prudent to assume no or zero
reduction in equalization• Assuming the worst-case results in more RIF’s;
few good options this year• Revenue is lower than projected; may be forced
to push $60 million LEA reduction elsewhere (possibly in K-12)
13Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets
14Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets
ARRA Funds4 Types of ARRA in Budget• Fiscal Stabilization• Title I• IDEA• Ed Technology
Other ARRA Education Programs
• Homeless/ McKinney-Vento• School Improvement
Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets
15
How will ARRA Fiscal Stabilization funds impact district in the 2008-09 School Year?•Stabilization funds replace state funds for
I-728 and General Apportionment•Note:
▫Districts will not be required to base expenditures on time and effort, if elect to use under Impact Aid
▫Districts will need to track all expenditures separately for ARRA funds, and this does mean moving expenditures
16Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets
Distribution of ARRA Funds
School Year
2008-09 2009-10 2010-11 Total
Fiscal Stabilization $452,500 $286,079 $0 $738,579
Title I 0 64,963 64,963 $129,926
IDEA 0 110,679 110,679 $221,358
Ed Technology 0 4,139 4,139 $8,278
Total $452,500 $465,860 $179,781 $1,098,141
17Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets
$ in Thousands
Distribution of Fiscal Stabilization Funds
School Year 2008-09 2009-10 2010-11 Total
Levy Equalization $0 $157,455 $0 $157,455
Student Achievement $452,500* $128,624 $0 $581,124
Total $452,500 $286,079 $0 $738,579
*Most will be expended through General Apportionment.
18Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets
Why 2008-09 School Year?
• Initial guidance from U.S. ED. indicated that must expend in sequence, beginning with 2009
•ARRA requires proportionality; must allocate between in K-12 and Higher Education
•Reluctance by Legislature to use against General Apportionment in 2009-10
•Need federal resources in state budget in FY 2009
19Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets
How will system use ARRA funds in 2008-09 SY?• State will apply for resources by 5/5/09
(est.)• State will apply on behalf of districts by 5/5
(est.)– More later
• JV payroll of all I-728 CIS and most General Apportionment CIS to program 13 or available sub-program– No time & effort required, if used under
Impact Aid Program– Revenue to be paid under account 6113 (new)– F-196 reporting under program 13 (new) 20Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets
How many staff, from where?
21Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets
We will give you more specifics as soon as we can…
Districts Must also Apply• i-Grants application is pre-populated• Declare using ARRA Fiscal Stabilization
funds for purposes consistent with Elementary and Secondary Education Act– Strongly encourage: Title VIII, Impact Aid,
Section 8003– Most flexible program in ESEA, any
expenditure is eligible (except those expressly not allowed by ARRA)
• On-system by 5/1 (estimate)• Superintendents electronically sign by 5/5• Please
22Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets
Reporting Requirements for 2008-09 SY Expenditures• Even though using the resources under “Impact
Aid” provisions, and just-about any expenditure is allowable, still must report use of federal ARRA
• October 2009, expected date of reporting guidance
• I-728 reporting should be straight-forward• We will collect reports via i-Grants and will
populate report as much as we can• Do not yet know if need to identify individual
teachers to ARRA funds, or a portion of all teachers is acceptable
23Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets
Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets
24
Unprecedented Increase in IDEA•$221 million for 2009-10 and 2010-11•Could allocate some in 2008-09, but
difficult issues with safety net eligibility mid-cycle
•Begins in 2009-10, giving a bit more planning and thoughtful use of resources
•While the Legislature assumed 50/50 split, the appropriation is a biennial appropriation; OSPI intends to award all IDEA money in FY 09-10
Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets 25
Flexibility of IDEA is not universal• IDEA permits districts to consider 50% of any
IDEA increase as local money in the MOE calculation▫Effectively permits a district to replace local
levy funds with part of the IDEA increase•District must be in “Meets Requirements”
status or “determination” in order to use this flexibility
•2007-08 data November 2008 “determination” drives flexibility for 2009-10 school year via MOE calculation in 2011
•122 districts “Meet Requirements”; 173 do notUpdate 4/30/2009Preliminary OSPI Analysis of Conference Budgets 26
How to gain flexibility, any district?
•No easy way out of this---federal guidance is absolutely explicit▫Any district not in “Meets Requirements”
SEA must prohibit the district from using 50% of the increase in the MOE test
▫Tried to implement best of two years (apply November 2008 or 2009 determination to 2009-10 SY)---can’t do it
•OSPI eliminate carry forward cap•Districts pay careful attention to new
MOE calculation worksheetsUpdate 4/30/2009Preliminary OSPI Analysis of Conference Budgets 27
How to gain flexibility if one of 122?•OSPI considering allocating full grant in
2009-10, not split between two years•50% of full allocation is eligible for
exclusion from MOE calculation▫Instead of 50% of the first year amount; 0%
of 2nd year amount•Hits safety net in Year 1 instead of split
between 2 years•(All of allocation must be obligated by
9/30/11, regardless of split of grant between years)
Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets 28
How to gain flexibility if one of 173?
•OSPI considering allocating full grant in 2009-10, not split between two years
•Working on other options to provide flexibility if one of 173
•Additional information will be forthcoming
Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets 29
30Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets
ESHB 2261 – State Education System• Elements of an expanded “Program of Basic
Education” and the funding to support it are phased-in and intended to be fully implemented by 2018.
• This expanded program does the following:▫ Increases Instructional Hours ▫ Enhances the High School Diploma ▫ Authorizes a New Transportation Funding Formula▫ All-Day Kindergarten part of BEA▫ Adds the Highly Capable Program to BEA &
creates a safety net similar to that of special education
▫ Adds Early Learning
Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets
31
ESHB 2261 – State Education System• Other items included in the bill:
▫ Funding allocations and reporting on expenditures will use a prototypical school model
▫ System Capacity will be reviewed on an annual basis by OSPI▫ The Quality Education Council will be formed▫ Four Working Groups will be created to develop details of the
funding formulas, early learning employee compensation, and levies and levy equalization
▫ A “K-12 Data Governance Group” will be established▫ The State Board of Education will continue to refine an
accountability framework ▫ The Professional Educator standards Board (PESB) must adopt
performance standards for effective teaching and modifications for educator certification By January 1, 2010 PESB shall adopt a definition of master
teacher
Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets 32
Legislation with Immediate Fiscal Impact; Legislation with Delayed ImpactImmediate Impact
• HB 1244 Sec. 222: Dept. of Health prohibited from implementing new school health safety rules
• HB 1852: Fees for background checks increase to $60.25
• SB 5676: Provides funding for approved middle school CTE using current allocation model
• HB 1292: Allows SBE to allow 180 Day School Waiver
No Immediate Impact
• SB 5487: delay the deadline for Reduction In Force notices
• HB 2363: Value of suspended COLA from 2010 and 2011 school years must be made up in 2012-15 school years
• SHB 2343 – The 2010 & 2011 school years suspension of inflationary increase for National Board Bonus must be made up in 2012-15 school years.
33 Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets
33
Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets
34
Eliminated ProgramsPrograms Amount
(Thousands)
1 Anti-Bias Training ($650)
2 Classified instructional Assistant Training ($200)
3 Classified Staff Recognition Award ($84)
4 Math Teacher/Supply and Demand Study ($142)
5 Paraprofessional Training ($1,096)
6 Principal Assessment and Mentorship ($976)
7 Summer Accountability Institute ($1,000)
8 School Librarian Allocation ($8,000)
9 ELL Professional Development Pilot Project ($1,000)
Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets 35
Eliminated Programs
Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets 36
Programs Amount (Thousands)
1 Internet Safety ($80)
2 School Safety Plans ($1,600)
3 Emergency Transportation Allocation ($25,000)
4 Cispus ($62)
5 Civil Liberties Education ($292)
6 Civics ($72)
7 After School Math Program ($400)
8 21st Century After School Grants ($3,000)
9 ELL Professional Development Pilot Project
($1,000)
10 Math Helping Corps ($3,528)
11 K-3 Demonstration Projects ($2,062)
12 Robotics ($300)
Partially Reduced Programs
Programs AmountReduced
Amount Remaining
1 COLA on National Board Bonus ($4,621) $61,783
2 Superintendent/ Principal Internship ($350) $1,060
3 Leadership Academy ($400) $1,600
4 Non-Violence Leadership Training ($442) $100
5 Youth Suicide Prevention ($60) $140
6 Washington Achievers Scholars ($500) $1,500
7 Dyslexia Pilot Program ($298) $290
8 World War II Oral History Project ($100) $50
9 Building Bridges Dropout Grant Program
($3,650) $1,350
10 LEAP Bilingual Pilot Program ($150) $150
11 Local Farms – Health Kids Act ($600) $600
Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets 37
New Programs
Programs Amount(Thousands)
1 Conditional Loan for fees for National Board Bonus $3,000
2 Student Achievement Gap (2SSB 5973) $102
3 Project Citizen $50
4 Military Compact (SSB5248) $89
5 On-line Learning (SSB 5410) $1,400
6 State Education System (ESHB 2261) $1,868
7 Comprehensive Ed Data System (ESHB 2261) $2,520
8 Assessment and Curriculum (ESSB 5414) $70
Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets 38
Available District Grants
Grant Budget Sec.
Amount(Thousands
)
1 STEM Professional Development
513(7) $278
2 Navigation 101 501 (2)(c)(v) $6,438
3 Running Start for the Trades 501 (2)(c)(iv) $350
4 CTE Grants 513(23) $5,500
5 Building Bridges 501 (2)(c)(vi) $1,350
6 Beginning Educator Supportformerly TAP
513 (24) $4,696
7 Readiness to Learn 513 (17) $7,188
8 Reading Corps 513(16) $2,112
Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets 39
Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets
40
Swine Influenza: A Situation Update•Currently 6 suspected cases in
Washington. Very high likelihood these cases will test positive for H1N1 swine virus.
•Expect a least a few additional suspected cases to be announced each day.
•One school closure—Madrona Elementary in Seattle.
•Additional school closures probable, under authority of local health officer.
41
Swine Influenza: A Situation Update
•Review continuity of operations plans•Establish and maintain communication
with local health officer•Communicate with students, parents and
staff▫Current district status▫Wash your hands/cover cough/stay home if
sick▫Notification procedures if closure
necessary
42
School Closure
• SPI may excuse 3 school days for school closure▫ School is closed when district is open▫ Up to 2 days per incident, no more than 3 ▫ WAC 392-129-150
• Districts that are closed must make-up 3 days before any make-up can be waived by SPI▫ District must also extend school beyond June 14th▫ No district can drop below a district-wide average of
1,000 instructional hours▫ WAC 392-129-105
• If the Governor declares an emergency, make-up days can be waived; 1,000 instructional hour requirement is not waived
Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets 43
Enrollment Reporting
• If a school is closed on a reporting day, the district should include the school enrollment as an estimate▫ When the school re-opens, revise to actual
enrollment▫Students must be absent from school for 20
school days (e.g., not closure days) before dropped from enrollment
• If a district is closed on a reporting day, the reporting day becomes the first day of the month that the district re-opens
Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets 44
45Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets
Apportionment/Financial Services•Updates…
Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets 46
District-by-District Analyses
•District-by-district analyses necessary b/c when cutting as deeply as this biennium, fairness comparisons became critical
•Any district-by-district analysis is wrong; it is an estimate, and designed to show relative impact
•Pivot tables---they are a best-guess, but 1,000’s of variables will change outcome
Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets 47
Preparing Your Budgets
•Budget Preparation Site:http://www.k12.wa.us/SAFS/09budprp.asp
Following items are available on site.▫Operating Budget
▫John Jenft Rate Sheet
▫F203/203X
▫Pivot tables
48Update 4/30/2009Preliminary OSPI Analysis of Conference Budgets