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Senate & House Conference Budget and Legislation for K-12 Education. 2009-11 Biennium 2009-10 and 2010-11 SY 2009 Supplemental, 2008-09 SY. April 30, 2009 Office of the Superintendent of Public Instruction. Big Picture View of Budgets. Formula or Statewide Allocations: Statement of Change.

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Senate house conference budget and legislation for k 12 education

Senate & House Conference Budget and Legislation for K-12 Education

2009-11 Biennium

2009-10 and 2010-11 SY

2009 Supplemental, 2008-09 SY

April 30, 2009

Office of the Superintendent of Public Instruction


Big picture view of budgets
Big Picture View of Budgets Education

Preliminary OSPI Analysis of Conference Budgets


Formula or statewide allocations statement of change
Formula or Statewide Allocations: Statement of Change Education

Preliminary OSPI Analysis of Conference Budgets


I 728 reduction
I-728 Reduction Education

Preliminary OSPI Analysis of Conference Budgets


Compensation

*Governor’s proposed Budget Education

Compensation

Preliminary OSPI Analysis of Conference Budgets


State pensions
State Pensions Education

Preliminary OSPI Analysis of Conference Budgets

  • 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.


Pensions rates
Pensions Rates Education

Employer Contribution Rates

Employee Contribution Rates, by plan

Small adjustments may occur due to misc. legislation not yet signed.

Preliminary OSPI Analysis of Conference Budgets


Levy lid levy equalization
Levy Lid & Levy Equalization Education

Preliminary OSPI Analysis of Conference Budgets


Levies and equalization policy debate
Levies and Equalization Policy Debate Education

Preliminary OSPI Analysis of Conference Budgets

  • 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 lid


Three bills that passed only 1 chamber
Three bills that passed only 1 chamber Education

Preliminary OSPI Analysis of Conference Budgets


Levy equalization funding reduction
Levy Equalization Funding Reduction Education

Preliminary OSPI Analysis of Conference Budgets


What is next
What is next? Education

Preliminary OSPI Analysis of Conference Budgets


What to assume
What to assume? Education

Preliminary OSPI Analysis of Conference Budgets

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)


Use of american reinvestment and recovery act arra funds
Use of American Reinvestment and Recovery Act (ARRA) Funds Education

Preliminary OSPI Analysis of Conference Budgets


Arra funds
ARRA Funds Education

4 Types of ARRA in Budget

  • Fiscal Stabilization

  • Title I

  • IDEA

  • Ed Technology

Other ARRA Education Programs

  • Homeless/ McKinney-Vento

  • School Improvement

Preliminary OSPI Analysis of Conference Budgets


How will arra fiscal stabilization funds impact district in the 2008 09 school year
How will ARRA Fiscal Stabilization funds impact district in the 2008-09 School Year?

Preliminary OSPI Analysis of Conference Budgets

  • 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


Distribution of arra funds
Distribution of ARRA Funds the 2008-09 School Year?

$ in Thousands

Preliminary OSPI Analysis of Conference Budgets


Distribution of fiscal stabilization funds
Distribution of Fiscal Stabilization Funds the 2008-09 School Year?

*Most will be expended through General Apportionment.

Preliminary OSPI Analysis of Conference Budgets


Why 2008 09 school year
Why 2008-09 School Year? the 2008-09 School Year?

Preliminary OSPI Analysis of Conference Budgets

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


How will system use arra funds in 2008 09 sy
How will system use ARRA funds in 2008-09 SY? the 2008-09 School Year?

Preliminary OSPI Analysis of Conference Budgets

  • 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)


How many staff from where
How many staff, from where? the 2008-09 School Year?

We will give you more specifics as soon as we can…

Preliminary OSPI Analysis of Conference Budgets


Districts must also apply
Districts Must also Apply the 2008-09 School Year?

Preliminary OSPI Analysis of Conference Budgets

  • 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


Reporting requirements for 2008 09 sy expenditures
Reporting Requirements for 2008-09 SY Expenditures the 2008-09 School Year?

Preliminary OSPI Analysis of Conference Budgets

  • 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


Arra idea funding and flexibility provisions
ARRA IDEA Funding and Flexibility Provisions the 2008-09 School Year?

Preliminary OSPI Analysis of Conference Budgets


Unprecedented increase in idea
Unprecedented Increase in IDEA the 2008-09 School Year?

Preliminary OSPI Analysis of Conference Budgets

$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


Flexibility of idea is not universal
Flexibility of IDEA is not universal the 2008-09 School Year?

Preliminary OSPI Analysis of Conference Budgets

  • 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 not


How to gain flexibility any district
How to gain flexibility, any district? the 2008-09 School Year?

Preliminary OSPI Analysis of Conference Budgets

  • 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 worksheets


How to gain flexibility if one of 122
How to gain flexibility if one of 122? the 2008-09 School Year?

Preliminary OSPI Analysis of Conference Budgets

  • 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)


How to gain flexibility if one of 173
How to gain flexibility if one of 173? the 2008-09 School Year?

Preliminary OSPI Analysis of Conference Budgets

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


Fiscal related legislation
Fiscal-Related Legislation the 2008-09 School Year?

Preliminary OSPI Analysis of Conference Budgets


Eshb 2261 state education system
ESHB 2261 – State Education System the 2008-09 School Year?

Preliminary OSPI Analysis of Conference Budgets

  • 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


Eshb 2261 state education system1
ESHB 2261 – State Education System the 2008-09 School Year?

Preliminary OSPI Analysis of Conference Budgets

  • 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


Legislation with immediate fiscal impact legislation with delayed impact

No Immediate Impact the 2008-09 School Year?

Legislation with Immediate Fiscal Impact; Legislation with Delayed Impact

Immediate 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

  • 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

Preliminary OSPI Analysis of Conference Budgets


Grants and misc programs
Grants and Misc. Programs the 2008-09 School Year?

Preliminary OSPI Analysis of Conference Budgets


Eliminated programs
Eliminated Programs the 2008-09 School Year?

Preliminary OSPI Analysis of Conference Budgets


Eliminated programs1
Eliminated Programs the 2008-09 School Year?

Preliminary OSPI Analysis of Conference Budgets


Partially reduced programs
Partially Reduced Programs the 2008-09 School Year?

Preliminary OSPI Analysis of Conference Budgets


New programs
New Programs the 2008-09 School Year?

Preliminary OSPI Analysis of Conference Budgets


Available district grants
Available District Grants the 2008-09 School Year?

Preliminary OSPI Analysis of Conference Budgets


Current events
Current Events the 2008-09 School Year?

Preliminary OSPI Analysis of Conference Budgets


Swine influenza a situation update
Swine Influenza: A Situation Update the 2008-09 School Year?

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.


Swine influenza a situation update1
Swine Influenza: A Situation Update the 2008-09 School Year?

  • 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


School closure
School Closure the 2008-09 School Year?

Preliminary OSPI Analysis of Conference Budgets

  • 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


Enrollment reporting
Enrollment Reporting the 2008-09 School Year?

Preliminary OSPI Analysis of Conference Budgets

  • 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


Loose ends
Loose Ends the 2008-09 School Year?

Preliminary OSPI Analysis of Conference Budgets


Apportionment financial services
Apportionment/Financial Services the 2008-09 School Year?

Preliminary OSPI Analysis of Conference Budgets

Updates…


District by district analyses
District-by-District Analyses the 2008-09 School Year?

Preliminary OSPI Analysis of Conference Budgets

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


Preparing your budgets
Preparing Your Budgets the 2008-09 School Year?

Preliminary OSPI Analysis of Conference 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