School Apportionment Updates and Hot Topics

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School Apportionment Updates and Hot Topics

• Calvin W. Brodie
• Director, School Apportionment and Financial
  Services

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Topic Summary

• PAS
• Change to LAP
• WASL Retake
• Fuel Funding
• Skill Center Incentive
• Equipment Money

• Levy/Local Effort Assistance
• Pandemic FluFiscal Aspects
• Special Education Excess Costs Accounting
• JLARC Reports
• SAFS, New Systems

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Promoting Academic Success (PAS)

• Overview
• A new program to help students who have not met
  standard on one or more WASL assessments taken
  during the students 10th grade year in Reading,
  Writing, and/or Mathematics.
• School districts may use the new funding to offer
  assistance in ways that best fit the needs of the
  students who have not met standard on one or more
  content areas of the WASL. The assistance may
  include, but is not limited to summer school,
  Saturday classes, before- or after-school
  classes, skills seminars, test preparation
  seminars, and in-school or out-of-school
  tutoring.

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Promoting Academic Success (PAS)Class of 2008
Funding

• Student unit allocations differ based on student
  assessment scores 
• Near Miss Students are students scoring within
  1 Standard Error of Measurement (SEM), and
  generate 34 hours of assistance (including 14
  hours teacher planning time).
• Far Miss Students, scoring below 1 SEM,
  generate 94 hours of assistance (including 14
  hours teacher planning time).

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Promoting Academic Success (PAS)Class of 2008
Funding

• A student teacher ratio of 131 is used for
  funding allocation.
• Districts with at least 1 student unit are
  allocated a floor of 20 student units. These
  units are all funded at 94 hours.
• The 34/94-hour allocation per student unit is not
  a mandatory level of service. Districts need
  only report that a student was served for each
  unit of need.

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Promoting Academic Success (PAS)Class of 2008
Funding

• The district is allocated on each student unit
• 12.50 for maintenance, operations, and
  transportation
• 12.00 for pre- and post-remediation assessments
  and
• 17.00 for reading materials or
• 8.00 for writing/mathematics materials.

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Promoting Academic Success (PAS)Class of 2008
Funding

• Districts will be allocated funding based on
  spring 2006 scores and the calculated number of
  resulting student units for PAS, according to the
  monthly apportionment distribution. 
• As the allocations must be adjusted based on the
  number of students actually served, the
  allocations will be adjusted later in the 06-07
  school year to reflect actual numbers of students
  served.

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Promoting Academic Success (PAS) One Time
Funding Components

• Professional development
• 2.7 million is allocated for one-time teacher
  professional development and planning time for
  the PAS program, which is equivalent to 12 hours
  per CIS unit associated with a cohort of 13
  student units.

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Promoting Academic Success (PAS) One Time
Funding Components

• Class of 2007
• 4.1 million is allocated on a one-time basis to
  offer new extended learning opportunities or
  remedial programs to students in the Class of
  2007.  This funding will be based upon the number
  of students from the class of 2007 that retake
  the WASL.
• Will be initially funded in July 2006 and then
  adjusted again in Spring 2007.

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Promoting Academic Success (PAS)Available
Materials

• Projected funding on SAFS Budget Prep page.
• Question and Answers (FAQs) on SAFS main page and
  OSPI main page.

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Promoting Academic Success (PAS) Timeline

• June 2006 summer funding recalculated and paid
  based upon spring 2006 results.
• August 2006 first retake.
• September 2006 Annual allocation commences based
  upon spring 2006 WASL results.
• August 2007 school year closes.

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Promoting Academic Success (PAS)Year End PAS
Adjustments

• January 2008
• Adjustment made to PAS funding received from June
  2006 to August 2007 based upon the reported
  number of students served for the prior 15
  months.
• Carryover calculation to be performed. District
  may carryover up to 20 of adjusted funding.
• Recovery of any remaining monies will be made.

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Promoting Academic Success (PAS) Reporting of
Students/Program

• Program 63 to capture program expenditures on the
  F-195/F-196.
• Student level reporting currently being
  discussed. Further information to come in early
  June.

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Corresponding Changes to LAP

• LAP in 2005-06 direct that any increases over the
  2004-05 allocation be directed to grades 9-12.
• For 2006-07 directive has been changed to focus
  on grades 9 and 10.

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Summer WASL Retakes

• Memorandum 003-06M
• Funding to reimburse school districts for the
  costs of administering the assessments, including
  pre-test preparation, supervision, facility
  costs, accommodations and other test related
  expenditures.
• This is separate from the PAS program.
• This will be funded under revenue code 4158.

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Summer WASL Retakes

• Funding
• 3,500 per site for 1-30 tests administered.
• 6,000 per site of 31 to 100 test are
  administered.
• An additional 20 per test above 100.
• A test is reading, writing or math. A student
  taking all three is counted as three.
• Each test that requires a special education, 504
  or English language learner accommodation will be
  counted as two.

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Fuel Based Utility Costs

• Bulletin 034-06
• 2.1 million in funding available for 2005-06
  only.
• Provided only for increases in costs for Natural
  Gas and Fuel Oil.
• Application is available on iGRANTS through the
  EDS portal.
• Funding will be made as a one-time payment in
  June.
• If requests exceed the funding available, then
  funding will be provided to all a prorata basis.

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Skill Center Incentive Monies

• This funding was provided for in the 2005-07
  budget act.
• Funding is to be paid to districts sending
  additional student FTE to skill centers.
• Revenue to be reported in 3100.
• For 05-06 funding is 500 per FTE increase.
• For 06-07 funding will be based upon the funding
  value of an additional 0.20 FTE.

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Equipment Monies

• One Time Allocation.
• Funding provided based upon vocational/skill
  center FTE enrollment for school year 2006-07.
• 75 per Voc FTE // 125 per Skill Center FTE.
• Revenue to be paid in 3100.
• Expenditures to be recorded in Programs 31 and
  45. (Correction made WASBO presentation used 34
  in error)
• Will be included in year end program recovery and
  carryover calculations.
• Indirect expenditures will be allowed consistent
  with other vocational funding streams.

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Levy/Local Effort Assistance

• LEA to be funded at 100!!
• Rules on the levy base to be revised
• To include PAS.
• Eliminate LEA prorating.
• Permanently adopt an emergency rule adopted last
  summer to recognize state monies payable to the
  school district that have been redirected to the
  ESD.
• Worksheets for estimating 2007 levy and LEA on
  website.

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Pandemic Flu

• Health information on pandemic flu may be found
  under the Health Services link on the OSPI
  website.
• Lots of questions around funding and school
  closure.
• WAC 392-129-125 requires district to submit an
  application for continued support.
• Among other requirement this requires district to
  make a reasonable effort to make up lost days.

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Reasonable Effort WAC 392-129-105

• Summarized
• Extension of the school year to and through June
  14th.
• Use of scheduled vacation days and foreseeable
  school closure days to attain the maximum number
  of school days and program hour offerings.
• In no case shall a school district be considered
  to have made a reasonable effort unless at least
  three school days . which have been lost have in
  fact been made up.

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Special Education Excess Costs

• JLARC study performed this past year.
• Report may be found at http//www1.leg.wa.gov/JLAR
  C/recentreports.htm
• 4 Recommendations summarized
• 1) Legislative should decide on whether the
  current method or some other would best meet the
  needs of the state.
• 2) OSPI should examine current method for
  improvements.
• 3)OSPI should provide clear guidance on the
  completion of the 1077 form and allocation of
  contracted costs.
• 4) OSPI should require School district to report
  both basic and special education costs of the
  special education program separately.

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Legislative Response to Study?

• Section 501(k) 64,000 of the general
  fund--state appropriation for fiscal year 2007
  is provided solely for the office of the
  superintendent of public instruction to conduct
  further evaluation of issues raised in the
  recently completed joint legislative audit and
  review committee report on the accounting of
  special education excess costs. Within the
  amounts provided in this subsection, the office
  of the superintendent of public instruction will
  convene a work group to evaluate modifying or
  replacing the current 1077 methodology. This
  work group will deliver a report to the
  appropriate committees of the legislature,
  including the joint legislative audit and review
  committee, and the office of financial
  management, by January 1, 2007. The work group
  will take into consideration recommendations of
  the Washington learns steering committee.

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JLARC K-12 School Spending and Performance
Review

• Completed November 2005 report 05-19.
• May be found at http//www1.leg.wa.gov/JLARC/
• Directed at collecting school level data.

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JLARC K-12 School Spending and Performance
Review

• Conclusion directed the legislature to consider
  the following
• What the states role should be in school-level
  finance?
• How policy makers would use additional financial
  data to answer school performance questions?
• Whether the usefulness would justify the costs?

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JLARC K-12 School Spending and Performance
Review

• Committee added an addendum that stated in part
• The committee recommends JLARC add a future study
  which would identify critical school performance
  data that would enhance the legislatures and the
  districts ability to make informed resource
  commitments. This study would address related
  changes to information systems and accounting
  practices.
• JLARC staff are starting this work now.
• Preliminary report scheduled for January 2007.

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Rules and Bulletins in Process

• Skill Center Incentive Monies.
• Promoting Academic Success.
• LAP to redirect increase to grades 9-10.
• Local Levy Rules.
• Bulletins and discussion drafts of rules will be
  published on our website at http//www.k12.wa.us/S
  AFS/

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SAFS Systems 2006/07

• Systems currently on a VAX platform OLD
  technology no longer supported!
• Funded at 1.9M for replacement in this biennium.

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SAFS Systems 2006/07

• What, When, Who? A 2-part conversion.
• Part 1, done by mid-September, will transform
  the code from COBOL to C and move it from the
  DEC Alpha to new servers in a web-based
  environment. Changes will be limited to those
  required to address the new platform.
• Part 2, to be completed by summer 2007, will make
  other enhancements and changes to the new system.

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SAFS Systems 2006/07

• Key systems to be addressed
• P-223 Enrollment
• S-275 Staff Reporting
• School Apportionment
• F-195 School District Budget
• F-196 School District Financial Statements
• F-203 Estimates for State Revenues

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SAFS Systems 2006/07

• OSPI to assemble advisory groups of districts to
  provide input and recommendations for new system
  features.
• These recommendations will be considered in Step
  2.
• People interested in participating in the
  advisory groups please contact Cal.

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SAFS Systems 2006/07

• WSIPC and the ESDs are already involved.
• We will run parallel during 200607, but the
  details are not set.
• We will continue to keep people apprised of our
  progress.
• STAY TUNED!!!!!