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Education Data Management Reference Manual for Utah LEAs. [email protected] www.schools.utah.gov/finance/statistics Finance and Statistics Section Business Services Division Utah State Office of Education April 9-10, 2009. TOPICS. Staff Membership Accounting Definitions

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education data management reference manual for utah leas

Education Data ManagementReference Manual for Utah LEAs

[email protected]

www.schools.utah.gov/finance/statistics

Finance and Statistics Section

Business Services Division

Utah State Office of Education

April 9-10, 2009

topics
TOPICS
  • Staff
  • Membership Accounting
    • Definitions
    • Key Rules
  • Data
    • Collections
    • Documentation
    • Calendar
  • Records Management
  • Funding Programs
    • Selected State
    • NCLB Formula
  • Data for Planning

4/6/2009

staff
Staff
  • [email protected] (801-538-7671)
    • Pupil Accounting
      • R277-419 Interpretation
      • Legal Compliance Audit (APP C-5)
    • CACTUS
      • Educator statistics
      • Classroom Materials & Supplies program
      • Professional Staff Cost program
  • [email protected] (801-538-7672)
    • CACTUS school directory data
    • Demographic data requests
    • Finance and Statistics website
    • Necessarily Existent Small Schools program

4/6/2009

membership accounting
MEMBERSHIP ACCOUNTING
  • Definitions
  • Adaptation to Charters
  • Basic Rules
  • Interpretations

4/6/2009

definitions 1
Definitions (1)
  • Membership
    • being enrolled in a school
  • Fall Enrollment
    • total number of students in membership on October 1
  • Aggregate Membership
    • total number of (180-day equivalent) days enrolled for school year and unit of analysis (student, grade, program, school, district, state)
  • Average Daily Membership (ADM)
    • aggregate membership divided by 180

4/6/2009

definitions 2
Definitions (2)
  • Basic Formula
    • Most MSP funds allocated according to “prior year” plus “growth” subject to “hold harmless” provision
  • Prior Year
    • ADM derived from prior Year End Clearinghouse
  • Growth
    • Percentage difference between Fall Enrollment derived from October Clearinghouse of current year and Fall Enrollment derived from October Clearinghouse of prior year
  • Hold Harmless
    • When growth is negative, prior year ADM is not reduced
  • WPU
    • ADM is transformed into Weighted Pupil Unit

4/6/2009

adaptation to charters
Adaptation to Charters
  • Fall Enrollment Projection (March)
    • Basis for K-12 allocation Jun through Nov
  • Fall Enrollment (Oct 1)
    • Revises projected K-12 allocations for Dec through end of FY
  • Special Education Count (Dec 1)
    • Revises projected SPED allocations for Jan through end of FY
  • Average Daily Membership (July 15)
    • Larger of ADM or (projected) Oct 1 membership determines (initial) allocation for following FY

4/6/2009

part time rule 1
Part Time Rule (1)
  • If the student was enrolled for only part of the school day and/or only part of the school year, the student’s membership should be prorated according to the number of hours or periods the student was actually enrolled in relation to the number of hours or periods the typical student could have been enrolled.

4/6/2009

part time rule 2
Part Time Rule (2)
  • As one example, if the student was in membership 4 periods each day in a 7-period school day for all 180 school days, the student’s aggregate membership is 103 days.
  • As another example, if the student was in membership for 7 periods each day in a 7-period day for 103 school days, the student’s membership is 103 days.

4/6/2009

ten day rule
Ten Day Rule
  • If the student had 10 consecutive school days of unexcused absences, the student’s exit date should not be later than the school day after the 10th day of such absences and, consequently, the student should not generate membership from that day on.

4/6/2009

appropriate use of exit codes
Appropriate Useof Exit Codes
  • If you know the student . . .
    • transferred, use the appropriate transfer code
    • is no longer enrolled (anywhere) because of a “situation so serious that educational services cannot be continued even under the conditions of R277-419-4(A)(1)(f)(ii)” [traditionally known as “homebound/hospitalized”], use WD (Withdrawal) — this is the only case in which WD is appropriate
    • is no longer enrolled in your school, but do not know whether the student transferred, use DO (Dropout)
  • If you don’t know what happened to the student,
    • you should also use DO, but UN (Unknown) is acceptable

4/6/2009

nontraditional delivery systems
NontraditionalDelivery Systems
  • Unless otherwise provided for in R277-419
    • If you grant credit for class, include it in calculation of membership
    • If you claim membership for a class, include it in the Data Clearinghouse
    • Normally your school counselor will approve a class before you grant credit . . .
    • Unless it is an Electronic High School class, in which case you must grant credit

4/6/2009

charter membership by district of residence 1
Charter Membershipby District of Residence (1)
  • Correct reporting is crucial for two major reasons:
    • Projection of enrollment
      • Drives legislative appropriation for public education
    • Reallocation of revenue from districts to charter schools
      • Local property tax (“Local Replacement”)
      • NCLB formula grants (e.g., Title I)

4/6/2009

charter membership by district of residence 2
Charter Membershipby District of Residence (2)
  • Indicate the district in which the student would be residing, based on the student’s permanent address, if they were not attending the charter school
    • Does not necessarily mean the district within whose boundaries charter school is located
    • May legitimately be a district at some distance from the charter school, if the student has moved away from their parents to attend the charter school

4/6/2009

charter membership by district of residence 3
Charter Membershipby District of Residence (3)
  • In June 2009, the USOE, in cooperation with the Utah Automated Geographic Reference Center (AGRC), plans to launch a web service that will allow a charter school to enter the permanent address (street, city and zip code) of a student and retrieve the name and number of the distict in which the address is located

4/6/2009

charter membership by district of residence 4
Charter Membershipby District of Residence (4)
  • Clearinghouse Summary Reports
    • Forwarded by USOE to school district business officials during the data collection period
  • Shared Responsibility
    • District — Follow up immediately and directly with a charter school where any concern arises as to the accuracy of the counts
    • Charter School — Inform the district in question as soon as a student from that district enrolls in the charter school
  • Inaccuracies in recording of district of residence should be resolved cooperatively among districts and charter schools on an ongoing basis before they become problems in reporting and allocation

4/6/2009

data collections
DATA COLLECTIONS
  • Data Clearinghouse File
    • Student unit record
  • CACTUS Database
    • Teacher unit record
    • School directory record
  • Year End Web Survey
    • Miscellaneous school level and LEA reports

4/6/2009

data clearinghouse file
Data Clearinghouse File
  • District
  • School
  • Student (regular membership, demographics, program participation)
  • SCRAM (special education)
  • Course Master (class schedule)
  • Course Membership (student transcript)
  • Exit Status Change (to update or resolve status if necessary)

4/6/2009

clearinghouse process 1
Clearinghouse Process (1)
  • LEAs submits data file by:
    • Going to https://secure.schools.utah.gov
    • Navigating to Folders\Distribution\School Districts\(your LEA)\Clearinghouse\Uploads
    • Uploading file from local computer via browser
    • Notifying [email protected] that the file is ready for processing and of the type of processing to be done:
      • S3
      • CTE (which goes into PATI)
      • Both S3 and CTE

4/6/2009

clearinghouse process 2
Clearinghouse Process (2)
  • Bruce:
    • Processes file
    • Sends email to Shaunna and Paul Crawford (charter schools) with link to dropbox from which a Clearinghouse summary report in PDF can be retrieved
  • Shaunna & Paul:
    • Retrieve and review report
    • Forward copy to the designated LEA Business Administrator with notes on data points requiring attention

4/6/2009

cactus
CACTUS
  • Comprehensive Administration of Credentials for Teachers in Utah Schools
  • Official source of licensed educator data
    • Assignment, degree, demographics, endorsement, license, Praxis scores, etc.
  • Official source of school directory data
    • Whenever any directory information changes, please notify Shaunna immediately

4/6/2009

creating a new school in cactus 1
Creating a New Schoolin Cactus (1)
  • Send Shaunna email with:
    • Preferred three-digit school number
      • Existing numbers cannot be reused
    • Name
    • Mailing (and physical) address (if different)
    • Opening date
  • And answers to the following questions:
    • What range of grades does the school serve?
    • What type of school is it? (in the sense of “program offered” or “basic purpose”) — Reg, Sped, Voc, Alt
    • Is it a virtual school?
    • Is it a magnet school?
    • If it serves Grade 12, does the school offer a regular diploma in its own name?

4/6/2009

creating a new school in cactus 2
Creating a New Schoolin Cactus (2)
  • And, as soon as possible:
    • Name of principal (or equivalent with specific title) legally responsible for day to day operation of school
    • Other contact information: phone, fax, email, website
  • Communications about Youth In Custody (YIC) facilities, should go directly to:

4/6/2009

full time equivalent fte definition
Full Time Equivalent (FTE) Definition
  • Measure of Labor (not Compensation)
    • An individual’s FTE in CACTUS is based upon an individual’s contract time worked; not on the individual’s level of compensation
  • Prorated
    • An individual that works fewer periods, hours or days (however labor is measured) than the LEA standard for full time employment in the position should be entered as less than 1.0 FTE.

4/6/2009

year end web survey www schools utah gov yews
Year End Web Surveywww.schools.utah.gov/yews
  • Classified Personnel
  • Driver Education
  • Fee Waivers (by school)
  • Home Schooled
    • Charter schools do not have any geographic jurisdiction over which they are expected to enforce compulsory school attendance laws, so they have no authority to exempt a student from public schooling for any reason; in short, the student’s district of residence must process home schooling requests
  • Paraprofessionals (by school)
  • Teacher Benefits

4/6/2009

data documentation
DATA DOCUMENTATION
  • Data Standards
    • Legal
    • Technical
  • Compliance Audits
    • Fall Enrollment
    • Aggregate Membership
    • Transfer Students
    • Career and Technical Education (CTE)

4/6/2009

legal standards
Legal Standards
  • R277-419 Pupil Accounting
    • www.rules.utah.gov/publicat/code/r277/r277-419.htm
  • R277-484 Data Standards
    • www.rules.utah.gov/publicat/code/r277/r277-484.htm

4/6/2009

technical standards
Technical Standards
  • Data Clearinghouse File Layout
    • www.schools.utah.gov/computerservices/Clearinghouse/Clearinghouse.htm
  • CACTUS Help
    • www.schools.utah.gov/cactus/cactus_help.htm
  • Year End Web Survey Help
    • www.schools.utah.gov/finance/statistics/data_managment/documents/yews.pdf

4/6/2009

legal compliance audits
Legal Compliance Audits
  • Utah Legal Compliance Audit Guide
    • www.sao.utah.gov/lgResources.html (APP C-5)
      • Fall Enrollment
        • Are the students really there?
      • Aggregate Membership
        • How long were students really there?
      • Transfer Students
        • Did they really transfer — or were they dropouts?
  • Performed by independent CPA licensed to conduct audits
  • Chosen and paid for by LEA

4/6/2009

cte membership audit
CTE Membership Audit
  • Planned and performed by Emily
  • One-third LEAs site / desk audited annually
    • Uses probability sampling of classes
  • All LEAs edit checked via PATI annually

4/6/2009

data submission calendar
DATA SUBMISSIONCALENDAR
  • Data Clearinghouse
    • Audit Reports
  • CACTUS Database

4/6/2009

calendar 1
Calendar (1)
  • June 29 — CACTUS
    • Professional Staff Cost
    • Statistics
      • Average Salary
      • Staffing Ratios (denominator)
  • July 15 — Clearinghouse
    • Aggregate Membership
      • Regular
      • Special Education

4/6/2009

calendar 2
Calendar (2)
  • July 15 (cont.)
    • At Risk Programs
      • Disadvantaged Minority
      • Economically Disadvantaged
      • English Language Learner (LEP)
      • Homeless
    • Early Graduates
    • Charter ADM by District of Residence
      • To determine district contribution to Local Replacement
    • Assurances Signature Form

4/6/2009

calendar 3
Calendar (3)
  • July 15 (cont.)
    • Year End Web Survey
  • September 15
    • Membership Audit Report

4/6/2009

calendar 4
Calendar (4)
  • October 15 — Clearinghouse
    • Fall Enrollment by Grade
    • Foreign Exchange (J-1 Visa)
    • Charter Economically Disadvantagedby District of Residence
    • Charter Enrollment by District of Residence
      • To determine charter share of Local Replacement
  • November 1
    • Enrollment Audit Report

4/6/2009

calendar 5
Calendar (5)
  • November 15 — CACTUS
    • Classroom Supplies and Materials
    • Legislative Salary Adjustment
  • December 15 — Clearinghouse
    • Special Education
      • Cal Newbold @ 538-7724

4/6/2009

records management
RECORDS MANAGEMENT
  • Immunization
  • Depository Library Program
  • GRAMA Training
  • Organizing Records Management
  • Public Records
  • FERPA

4/6/2009

immunization law
Immunization Law
  • 53A-11-301. Unless exempted for personal, medical, or religious objections as provided in Section 53A-11-302, a student may not attend a public, private, or parochial kindergarten, elementary, or secondary school through grade 12, . . . in this state unless there is presented to the appropriate official of the schoola certificate of immunization from a licensed physician or authorized representative of the state or local health department stating that the student has received immunization against communicable diseases as required by rules adopted [by the Utah Department of Health] under Section 53A-11-303.

4/6/2009

immunization help
Immunization Help
  • Read the Immunization Rule for Students @ www.rules.utah.gov/publicat/code/r396/r396-100.htm
  • Go to www.immunize-utah.org/provider/school to submit data
  • Get help from Catherine, Utah Department of Health, at [email protected] (801-538-6298)
  • Know the bottom line
    • Failure to comply will cost you the WPUs associated with membership of noncompliant students

4/6/2009

depository publications
Depository Publications
  • Each political subdivision . . .
    • publishing a digital version of a state publication shall deposite a digital copy with the State Library
    • shall deposit copies of each state publication that it elects to publish in a physical format in the numbers specified by the state librarian
  • Submit government publications
    • publications.utah.gov/submit.html

4/6/2009

required grama training
Required GRAMA Training
  • Government Records Access and Management Act (GRAMA)
    • The chief administrative officer of each governmental entity shall ensure that officers and employees of the governmental entity that receive or process records requests receive required training on the procedures and requirements of Utah Code 63-2
  • Intentional destruction of government records in contravention of retention schedule is a Class B misdemeanor

4/6/2009

organizing records managment
OrganizingRecords Managment
  • Appoint a records officer
    • Read GRAMA
      • archives.utah.gov/recordsmanagement/government-records-law.html
    • Schedule training
      • archives.utah.gov/recordsmanagement/forms/registertraining.htm
    • Be aware of online reference material
      • archives.utah.gov/recordsmanagement
  • Get immediate expert advice
      • [email protected] (801-531-3862) Michael is the record analyst for local education agencies

4/6/2009

public records
Public Records
  • For most current and former employees, the following data elements must be disclosed:
    • Name, gender
    • Gross compensation, job title
    • Business address, email, telephone number
    • Dates of employment, number of hours worked per pay period
    • Relevant education, previous employment, and similar job qualifications

4/6/2009

ferpa
FERPA
  • 53A-13-301(1). “Employees and agents of the state\'s public education system shall protect the privacy of students, their parents, and their families … through compliance with the protections provided for family and student privacy under Section 53A-13-302 and the federal Family Educational Rights and Privacy Act and related provisions under 20 U.S.C. 1232 (g) and (h) [and 34 CFR Part 99], in the administration and operation of all public school programs, regardless of the source of funding.”

4/6/2009

ferpa local responsibilities
FERPA:Local Responsibilities
  • DO . . .
    • Establish a policy governing protection of family and student privacy in accordance with the state and federal law
    • Train all staff on implementation of the policy
    • Designate directory information annually and allow opt out from disclosure
    • Get prior written consent from parents for any survey of students that covers sensitive areas
  • DON’T . . .
    • Include student identifier among directory information
    • Disclose any nondirectory information except as provided by law

4/6/2009

ferpa directory info examples
FERPA:Directory Info Examples
  • Name, address, telephone number, email address, date and place of birth, photograph
  • Participation in officially recognized activities and sports
  • Field of study
  • Height and weight of athletes
  • Enrollment status (full time, part time, etc.)
  • Degrees and awards
  • Dates of attendance
  • Most recent previous school attended
  • Grade level

4/6/2009

ferpa sensitive areas for research
FERPA:Sensitive Areas for Research
  • Political affiliations or philosophies
  • Mental or psychological problems
  • Sexual behavior, orientation, or attitudes
  • Illegal, anti-social, self-incriminating, or demeaning behavior
  • Critical appraisals of individuals with whom the student or family member has close family relationships
  • Religious affiliations or beliefs
  • Legally recognized privileged and analogous relationships, such as those with lawyers, medical personnel, or ministers
  • Income, except as required by law

4/6/2009

ferpa nonconsensual disclosure
FERPA:Nonconsensual Disclosure
  • ONLY when ALL of following conditions are met:
    • Your agency or school has initiated the research in order to
      • develop, validate, or administer predictive tests;
      • administer student aid programs; or
      • improve instruction.
    • The design and conduct of the study does not permit personal identification of parents and students by individuals other than authorized staff of the research organization.
    • Disclosed information is destroyed when no longer needed for the purpose for which the study was conducted.
    • [34 CFR 99.31(6)]

4/6/2009

technical assistance
Technical Assistance
  • State
    • 53A-13-302
      • le.utah.gov/~code/TITLE53A/htm/53A13_030200.htm
    • FERPA FAQ
      • http://www.schools.utah.gov/LAW/Papers%20of%20Interest%20Files/FERPA_Summary.pdf
    • Carol Lear, Jean Hill @ 538-7830
  • Federal (Family Policy Compliance Office)

4/6/2009

state funding programs
STATE FUNDING PROGRAMS
  • Necessarily Existent Small Schools (NESS)
  • Professional Staff Cost
  • Classroom Materials and Supplies

4/6/2009

ness purpose
NESS:Purpose
  • To assist districts in operating small schools which:
    • serve sparse populations in remote places; and
    • cannot be efficiently consolidated with other schools
  • Charter schools are not “necessarily” existent and so cannot qualify.

4/6/2009

ness eligibility
NESS:Eligibility
  • Small Size (not exceed maximum enrollment for a school of its size); and
  • Minimum Travel or
  • Maximum Consolidation
  • If neither of the latter two:
    • The district is encouraged to propose other options available under R277-445
      • For example, “consolidation may result in undesirable social, cultural, and economic changes in the community”

4/6/2009

ness minimum travel
NESS:Minimum Travel
  • Requirement:
    • If an elementary school, closure of the school would force some students to travel more than 45 minutes one way over a State Board of Education approved bus route to the nearest available elementary school; or [Section 3(A)(2)(b)], if a secondary school, closure of the school would force some students to travel more than 1 hour and 15 minutes one way over a State Board of Education approved bus route to the nearest available elementary school.
  • Operational Definition (either Option A or B):
    • Option A: If MapQuest <www.mapquest.com> or GoogleMaps <maps.google.com> indicates that the time it would take hypothetically to drive a car from the place (town or specific address) of the hypothetically closed school to the place of the nearest operating school of the same type exceeds the statutorily established minimum travel time, the school is considered to have met the requirement.
    • Option B: If neither mapping tool provides an adequate picture of the situation, submit copies of official bus route documents which show time from furthest stop to delivery at school.

4/6/2009

ness maximum consolidation
NESS:Maximum Consolidation
  • Requirement:
    • The school does not meet the Minimum Travel requirement but is in a district that has been consolidated to the maximum extent possible, and district activities in cooperation with neighboring districts within or across county boundaries have been appropriately combined.
  • Operational Definition (both Conditions A and B):
    • Condition A: The district provides written evidence of local action or deliberation regarding consolidation and interdistrict cooperation
    • Condition B: A committee of at least five USOE staff members, including the Associate Superintendent for Business Services, collectively judge the documentation to provide sufficient evidence of a good faith effort on the part of the district to manage its unique geographic challenges efficiently, the school is considered to have met the requirement.

4/6/2009

ness legal foundations
NESS:Legal Foundations
  • Authorizing Statute(53A-17a-109)
    • le.utah.gov/~code/TITLE53A/htm/53A17a010900.htm
  • Implementing Rule (R277-445)
    • www.rules.utah.gov/publicat/code/r277/r277-445.htm

4/6/2009

pro staff cost purpose
Pro Staff Cost:Purpose
  • To support local education agencies in recruiting and retaining of highly educated and experienced educators for instructional, administrative and other types of professional employment in public schools.
  • Educators must be state (not NCLB) qualified for assignment!

4/6/2009

pro staff cost how wpus are determined
Pro Staff Cost:How WPUs are Determined
  • Formula
    • Multiply the number of FTE licensed staff qualified for their assignments in each experience category by its weight.
    • Divide the product by the number of licensed staff and reduce the quotient by 1.
    • Multiply the result by 1/4 of total WPUs generated by “above the line” MSP programs.
  • Upshot
    • It is impossible to say for any given educator how much their inclusion or exclusion will affect funding.

4/6/2009

pro staff cost legal foundations
Pro Staff Cost:Legal Foundations
  • Authorizing Statute(53A-17a-107)
    • le.utah.gov/~code/TITLE53A/htm/53A17a010700.htm
  • Implementing Rule (R277-486)
    • www.rules.utah.gov/publicat/code/r277/r277-486.htm

4/6/2009

classroom materials purpose
Classroom Materials:Purpose
  • To directly support classroom teachers in providing "school supplies, materials or field trips" to their students

4/6/2009

classroom materials some details
Classroom Materials:Some Details
  • Allocated proportionally to LEAs according to FTEs for:
    • K-12 regular classroom teachers
    • Special education teachers (including preschool)
    • Guidance counselors
  • Suballocated differentially to teachers by LEA according to salary schedule step and grade level:
    • 1-3 K-6 $360
    • 4+ K-6 $285
    • 1-3 7-12 $310
    • 4+ 7-12 $235

4/6/2009

classroom materials legal foundations
Classroom Materials:Legal Foundations
  • Authorizing Statute(HB 2 Sub 1, Sec. 14)
    • le.utah.gov/~2009/bills/hbillamd/hb0002s01.pdf
  • Implementing Rule (R277-459)
    • www.rules.utah.gov/publicat/code/r277/r277-459.htm

4/6/2009

nclb formula funds
NCLB FORMULA FUNDS
  • Multiyear Fed ED allocation to Utah by program:
    • www.ed.gov/about/overview/budget/statetables/index.html
  • Direct questions to contact person

4/6/2009

what is nclb
What is NCLB?
  • No Child Left Behind (NCLB) is the Bush Administration version of the Elementary and Secondary Education Act (ESEA)
  • ESEA was originally enacted in 1965
    • Primarily to improve educational opportunities for poor students
    • Part of the Johnson Great Society initiative
  • Reauthorized every five years or so
    • Under the Clinton administration, ESEA was the Improving America’s Schools Act (IASA)
    • Currently up for reauthorization under Obama administration

4/6/2009

federal poverty data
Federal Poverty Data
  • Children ages 5-17 in:
    • Families below the federal poverty level
    • TANF (formerly AFDC) program
    • State custody (neglected, delinquent, foster)
  • Lagged estimates for districts produced by Census
    • State FY 2010 funds based on federal 2007 poverty estimates
    • Methodology @ http://www.census.gov/did/www/saipe
  • Poverty not same as school meal benefits eligibility
    • Federal poverty rate (2007) = 10.3%
    • State FRPL rate (CNP 2007) = 32.2%
      • Free Lunch: income @ 130% of federal poverty line
      • Reduced Price Lunch: income @ 185% of federal poverty line

4/6/2009

charter schools poverty
Charter Schools & Poverty
  • Counts of charter school economically disadvantaged students by district of residence are computed from the October Data Clearinghouse file
  • Economically disadvantaged counts are then reduced to an estimate of poverty counts following an algorithm provided by ED
  • Result depends heavily on prevalence of poverty in contributing districts

4/6/2009

nclb formula funds poverty
NCLB Formula Funds& Poverty
  • For state FY 2009
    • Allocations for districts were $160 per student in Fall 2008 enrollment under all NCLB formula programs, ranging from $41 (Morgan) to $608 (San Juan)
    • 87% of the variation among districts in their total NCLB formula allocations per student is accounted for by differences in their federal poverty rates
  • However, it can be difficult to predict how much money a specific LEA will receive from one year to the next

4/6/2009

more schools get less money www nytimes com 2005 07 04 education 04title html r 1
More Schools Get Less Moneywww.nytimes.com/2005/07/04/education/04title.html?_r=1
  • For the 2005-2006 school year, spending under the Department of Education\'s Title I program, which helps low-achieving children in high-poverty areas, is increasing by 3.2 percent …
  • But because of population shifts, growing numbers of poor children, newer census data and complex formulas that determine how the money is divided, more than two-thirds of the districts, or 8,843, will not receive as much financing as before …
  • The report states that “districts close to this minimum [criterion] often move in and out of eligibility for these grants, losing and gaining relatively large sums from one year to the next.”

4/6/2009

nclb title i part a compensatory education
NCLB Title I Part A“Compensatory Education”
  • Purpose is to provide financial assistance to districts to improve the learning of children at risk of not meeting challenging academic standards, especially those who reside in areas with high concentrations of low-income families
  • ED allocates directly to districts
  • State must:
    • Adjust for administrative (1%) and school improvement (4%) set asides
    • Reallocate from districts to charter schools
  • Charter schools are entitled to receive NCLB funds within five months of their opening
  • Four subgrants
  • Kreig Kelley @ 538-7975

4/6/2009

title i basic grants
Title IBasic Grants
  • Allocation to State
    • Poverty count * (40% of Utah state and local per pupil expenditures from two fiscal years prior OR 32% of national average per pupil expenditure, whichever is greater)
      • Use of a measure of expenditures not adjusted for fiscal capacity biases Utah allocation downward vis-à-vis wealthier states
  • LEA Eligibility
    • At least 10 poverty students
  • Hold Harmless
    • Varies according to poverty rate and would have strong ratcheting down effect in period of declining federal appropriations:
      • LT 15% = 85%
      • 15 to 30% = 90%
      • GT 30% = 95%

4/6/2009

title i other subgrants
Title IOther Subgrants
  • Concentration
    • Poverty count exceeds 6,500 or 15% of school age population
  • Targeted
    • At least 10 poverty students comprising at least 5% of school age population
  • Education Finance Incentive (EFIG)
    • Effort factor measuring state financial support compared to relative wealth (per capita income)
    • Equity factor measuring variation in expenditures among districts
    • LEA must meet “Targeted” criteria to qualify

4/6/2009

title i efig subgrant fiscal equity
Title IEFIG Subgrant / Fiscal Equity
  • Composite factor is an index based on state average per pupil expenditures relative to income per capita over three years in comparison to same variables at national level over same period
    • Specifically, 1.3 minus the coefficient of variation (CV) in current per pupil expenditures among state’s districts
    • Adjusted to range between 0.95 and 1.05
  • CV = Standard Deviation / Mean
    • Poverty students are weighted by factor of 1.4 in calculation of SD and M
  • Only LEAs with more than 200 students included

4/6/2009

nclb title ii part a quality teaching
NCLB Title II Part AQuality Teaching
  • Federal to State
    • Hold Harmless
      • 100% of IASA FY 2001 program allocations collapsed into this one
    • Additional
      • 65% poverty count, 35% enrollment
  • State to District
    • Hold Harmless
      • Sum of grants in last year of former Class Size Reduction and Eisenhower programs
      • Charter schools are granted hold harmless as if they were in existence at inception of NCLB
    • Remaining
      • 80% poverty count, 20% enrollment
  • Diana Suddreth @ 538-7794

4/6/2009

nclb title ii part d educational technology
NCLB Title II Part DEducational Technology
  • Federal to State
    • 100% proportional to Title I Part A allocation
  • State to District
    • 50% current year Title I Part A allocation
    • 50% competitive
      • To qualify for competition, an LEA must have poverty rate at or above state average
  • Rick Gaisford @ 538-7798

4/6/2009

nclb title iii english language acquisition
NCLB Title IIIEnglish Language Acquisition
  • Federal to State
    • 80% limited English proficient (LEP) count
    • 20% immigrant count
  • State to District
    • 90% LEP
      • Must qualify for at least $10,000 to receive grant
      • Less than $10,000 can form consortia to obtain grants
    • 10% discretionary to assist “new” immigrant students
  • Rita Brock @ 538-7709

4/6/2009

nclb title iv safe and drug free schools
NCLB Title IVSafe and Drug Free Schools
  • Federal to State
    • 50% school age population
    • 50% prior year Title I Part A allocation
  • State to District
    • 60% prior year Title I Part A allocation
    • 40% enrollment
  • Verne Larsen @ 538-7713

4/6/2009

nclb title vi reap srsa
NCLB Title VIREAP/SRSA
  • Purpose
    • Provide a little financial assistance and a lot of flexibility to rural LEAs in using NCLB funds
  • Eligibility
    • All schools are classified as rural by the Census or the LEA is considered rural by state
    • Enrollment does not exceed 600 students or the population density of the county is less than 10 persons per square mile
  • Awards
    • ED directly to LEA, by formula, capped at $60,000
    • May be $0, depending on funding under other titles, in which case flexibility is the only benefit
  • More Info:
    • www.ed.gov/programs/reapsrsa/index.html

4/6/2009

nclb title vi reap srsa1
NCLB Title VIREAP/SRSA
  • Federal FY 2009 / State FY 2010
    • USOE has submitted eligibility data
    • ED will post eligible LEAs to web by April 24
      • www.ed.gov/programs/reapsrsa/eligible09
    • Application period opens May 1
    • Grant awards mailed by September 2009
  • FY 2008
    • www.ed.gov/programs/reapsrsa/eligible08/ut.xls
    • www.ed.gov/programs/reapsrsa/grant08/ut.xls

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demographic data for planning
DEMOGRAPHICDATA FOR PLANNING
  • Data sources and guides for community analysis and planning, including enrollment projections

4/6/2009

data sources enrollment projections
Data Sources:Enrollment Projections
  • GOPB 2008 Baseline Projections
    • http://governor.utah.gov/dea/projections.html
  • Births by county and month
    • health.utah.gov/vitalrecords/Stats/quarterly.htm

4/6/2009

data sources community analysis
Data Sources:Community Analysis
  • American Fact Finder
    • http://factfinder.census.gov
  • American Community Survey
    • http://www.census.gov/acs

4/6/2009

community analysis guides
Community Analysis:Guides
  • A compass for understanding American Community Survey data: What state and local governments need to know
    • www.census.gov/acs/www/Downloads/ACSstateLocal.pdf (Feb 2009, 62 p.)
  • Community analysis and planning techniques
    • http://books.google.com/books?id=sV_takZO-FoC (Klosterman 1990)

4/6/2009

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