Board of Education 8/2/11 General Business Meeting 1 What is - PowerPoint PPT Presentation

Board of Education 8/2/11 General Business Meeting 1

What is ‐ Weighted Student Formula (WSF)? � The formula used to allocate resources to schools based on: � Enrollment � Student characteristics (e.g. English as a Second Language, free and reduced lunch eligibility, grade level) � School characteristics (e.g. geographic location, multi ‐ track) � Additional resources for special education students are allocated to schools outside of WSF. 2

History of Implementation of WSF � 2003 Session – Legislature calls for a WSF Feasibility Study � 2004 Session – Legislature passes Act 51 (the “Reinventing Education Act”), which includes a mandate that the Department implement a WSF by SY2006 ‐ 07 � Fall 2004 the 42 member Committee on Weights (COW) holds a series of 6 committee meeting and 6 work group meetings � Jan 2005 the first COW submits its recommendation to the Board for approval and use in SY 2006 ‐ 07 � Jan 2005 – 22 pilot schools complete Academic and Financial Plans (AcFin) for SY2005 ‐ 06 � July 1, 2011 is the start of SY 2011 ‐ 12: year 6 for WSF � Summer 2011 the COW VII has been working on a recommendation for SY 2012 ‐ 13: year 7 for WSF 3

Context of WSF � Act 200, 2003 called for a feasibility study of WSF. � Study found that WSF can support student achievement improvements when implemented in conjunction with: � Quality teaching and learning � Strong school leadership � High standards and expectations � Sound curriculum � Active community support and engagement � Establishment of the WSF for Hawaii was one of thirteen main elements of Act 51, 2004. � Other components were targeted at strengthening community involvement, enhancing supports for students, encouraging professional development of principals and teachers, and investing in math textbooks. 4

WSF Goal/Objectives: � Support student achievement with: � Equality – schools with similar kinds of students receive similar resources � Transparency – allocations are based primarily on student characteristics where disproportionate resources are determined to be needed to achieve similar student outcomes � Empowerment – the principal, after review by the School Community Council, determines how to use the WSF funds � NOTE: Goal of WSF is not to achieve funding adequacy. The WSF is merely a method of dividing the existing budget among public schools. 5

REVISED for SHAs A B C D E F G H I Details of WSF TENTATIVE Allocation Calculation 1 based on FY2011-12 Preliminary Appropriation and Projected Enrollment 2 for calculation of tentative allocations for Financial Plans 3 4 5 Total Weighted PROJECTED Weighting PROJECTED TOTAL Enrollment 1 6 Factor Enrollment $ per Student ALLOCATION 8 1 Pre-K 1,392 1.0000 1,392.00 $3,606.34 $ 5,020,030 9 2 Jr. K - 2 44,109 1.0000 44,109.00 $3,606.34 $ 159,072,190 10 3 Other Elem 45,834 1.0000 45,834.00 $3,606.34 $ 165,293,132 4 Middle 11 31,228 1.0000 31,228.00 $3,606.34 $ 112,618,884 5 High 12 49,753 1.0000 49,753.00 $3,606.34 $ 179,426,391 13 6 Subtotal 172,316 172,316.00 $ 621,430,627 1 Total Enrollment includes General Education, Special Education and Pre-K students, at a rate of 1.00 per student. 14 15 16 Student Characteristics 7 Grade Level Adjustment 17 8 Elem 18 89,943 0.0347 3,116.92 $124.98 $ 11,241,076 19 9 Middle 31,228 0.1004 3,133.76 $361.90 $ 11,301,413 20 10 High 49,753 0.0240 1,192.48 $86.44 $ 4,300,649 21 11 K-2 Class Size 44,109 0.1500 6,616.35 $540.95 $ 23,860,764 12 English Language Learners (Aggregate) 22 17,677 $ 13,197,863 13 Fully English Proficient (FEP) 24 475 0.0539 25.62 $194.55 $ 92,412 25 14 Limited English Proficiency (LEP) 11,952 0.1618 1,934.34 $583.66 $ 6,975,877 26 15 Non-English Proficient (NEP) 5,251 0.3237 1,699.66 $1,167.32 $ 6,129,573 28 16 Economically Disadvantaged 81,458 0.1000 8,145.80 $360.63 $ 29,376,199 17 Gifted & Talented 29 5,105 0.2650 1,352.75 $955.68 $ 4,878,469 18 Transiency 30 13,032 0.0500 651.60 $180.32 $ 2,349,924 31 19 Subtotal 27,869.28 $ 100,506,357 32 33 School Characteristics 20 Neighbor Island 34 53,175 0.0040 212.70 $14.43 $ 767,315 35 21 Subtotal 212.70 $ 767,315 36 37 172,316 200,397.98 $ 722,703,882 40 41 Non-Weighted School Characteristics 42 Geographically Isolated School 43 Addt'l funding per school 7 $50,000.00 $ 350,000 22 44 23 School Size - Sliding Scale $ 5,305,417 46 Enrollment Range Formula (weight/student) 24 Elem 47 0 300 -0.0010 X + 0.30 $ 1,460,904 25 Middle 48 0 450 -0.0010 X + 0.45 $ 669,821 49 26 High 0 750 -0.0006 X + 0.45 $ 828,132 50 27 Combination Schools - 51 28 K-12 0 750 -0.0006 X + 0.45 $ 1,586,777 29 K-8 52 0 450 -0.0010 X + 0.45 $ 399,150 30 6-12 53 0 750 -0.0006 X + 0.45 $ 360,633 31 Loss Threshold 2 54 6.36% maximum adj allowed: $10,152,680 $ 10,152,679 56 32 Subtotal $ 15,808,096 2 Loss Threshold set to ensure that no school will lose more than the threshold % from one year to the next. 57 58 Adjustment = difference between minimum level of funding less calculated alloc, but not less than zero. 61 Total adjustments for loss threshold cannot exceed 1.5% of total WSF appropriation, less $1M for Superintendent's 62 Supplement to Loss Threshold 63 64 TOTAL WSF FUNDS AVAILABLE FOR TENTATIVE ENROLLMENT ALLOCATION $ 738,511,978 33 3 DISCLAIMER: Projected allocations are tentative and are subject to change based on the Department's 65 66 final appropriation for Weighted Student Formula and statewide enrollment figures. 67 Final allocations will be determined based on Official Enrollment Count, taken August 2011. 68 DOE: Budget Execution File: FY12 WSF Alloc Calc for FP FINAL - REVISED 2010-12-20 for SHAs.xls Page 1 of 2 Date: 12/20/2010 Tab: Weighting Factors FY12 for FP 6

Details of WSF TENTATIVE Allocation Calculation based on FY2011-12 Preliminary Appropriation and Projected Enrollment for calculation of tentative allocations for Financial Plans 1 Org ID 102 2 School Name ALIIOLANI 3 School Level E Total Weighted PROJECTED Weighting PROJECTED TOTAL Enrollment 1 Factor Enrollment $ per Student ALLOCATION 4 Pre-K 3 1.0000 3.00 $3,606.34 $ 10,819 5 Jr. K - 2 137 1.0000 137.00 $3,606.34 $ 494,069 6 Other Elem 112 1.0000 112.00 $3,606.34 $ 403,910 7 Middle 0 1.0000 0.00 $3,606.34 $ - 8 High 0 1.0000 0.00 $3,606.34 $ - 9 Subtotal 252 252.00 $ 908,798 1 Total Enrollment includes General Education, Special Education and Pre-K students, at a rate of 1.00 per student. Student Characteristics Grade Level Adjustment 10 Elem 249 0.0347 8.63 $124.98 $ 31,120 11 Middle 0 0.1004 0.00 $361.90 $ - 12 High 0 0.0240 0.00 $86.44 $ - 13 K-2 Class Size 137 0.1500 20.55 $540.95 $ 74,110 14 English Language Learners (Aggregate) 52 $ 35,992 15 Fully English Proficient (FEP) 2 0.0539 0.11 $194.55 $ 389 16 Limited English Proficiency (LEP) 39 0.1618 6.31 $583.66 $ 22,763 17 Non-English Proficient (NEP) 11 0.3237 3.56 $1,167.32 $ 12,840 18 Economically Disadvantaged 108 0.1000 10.80 $360.63 $ 38,948 19 Gifted & Talented 7 0.2650 1.98 $955.68 $ 7,139 20 Transiency 11 0.0500 0.56 $180.32 $ 2,023 21 Subtotal 52.50 $ 189,332 School Characteristics 22 Neighbor Island 0 0.0040 0.00 $14.43 $ - 23 Subtotal 0.00 $ - Non-Weighted School Characteristics Geographically Isolated School Addt'l funding per school $0.00 $ - 24 School Size - Sliding Scale Enrollment Range (x) Formula (Wt./Student) Elementary 0 300 -0.0010 X + 0.30 $ 43,622 25 26 Subtotal $ 43,622 CALCULATED WSF ALLOCATION FOR FY2011-12 $ 1,141,753 27 Loss Threshold 2 Adjustment 6.36% 28 Adjusted FY10-11 WSF OEC Allocation $ 1,301,640 Minimum funding level for FY11-12 (93.64% of prior year's funding) $ 1,218,807 29 Adjustment for Loss Threshold 2 30 $ 77,055 2 Loss Threshold set to ensure that no school will lose more than the threshold % from one year to the next. Adjustment = difference between minimum level of funding less calculated alloc, but not less than zero. PROJECTED ENROLLMENT WSF ALLOCATION FOR FY2011-12 3 31 $ 1,218,807 3 DISCLAIMER: Projected allocations are tentative and are subject to change based on the Department's final appropriation for Weighted Student Formula and statewide enrollment figures. Final allocations will be determined based on Official Enrollment Count, taken August 2011. 7 DOE: Budget Execution Page 2 of 2 Tab: FY12 WSF Alloc Details for FP Date: 10/28/2010