Local Control and Accountability Plan: Performance Based Budgeting

1. Local Control and Accountability Plan: Performance Based Budgeting California Association of School Business Officials

2. LCFF Important Facts • LCFF replaces revenue limits and most state categorical programs • LCFF is designed to improve student outcomes • Simplicity to aid in transparency • Equity through student-focused formula • Performance through aligned program and budget plans • Local flexibility to meet student needs • LCFF implementation will take time, but begins now 1

3. Revisiting LCFF Greatly simplifies state funding for local educational agencies (LEAs) ADJUSTMENTS $ Grade Level Per Student Base Amount Demographics(Low income, English Learner, and/or Foster Youth) 2

4. Changes Made by LCFF LCFF Supplemental provided to address needs of English Learners, low income, and foster youth Categorical Funding for specific purposes with many rules LCFF Base Grant is the same for every local educational agency with adjustments based on grade level Revenue Limit, based on historical amounts per student with many adjustments Pre-LCFF LCFF 3

5. Local Control and Accountability Plan • Williams requirements • Implementation of the academic content and performance standards adopted by SBE • Parental involvement • Pupil achievement • Pupil engagement • School climate • The extent to which pupils have access to, and are enrolled in, a broad course of study • And, pupil outcomes, if available, in the subject areas comprising a broad course of study • PLUS for COEs: • Expelled Pupils: Coordination of instruction of expelled students (County Offices of Education only) (Priority 9) • Foster Youth: Coordination of services for foster youth students (County Offices of Education only) (Priority 10) 4

6. LCAP Goal Outcome Services 5

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8. Keys to Performance-Based Budgeting • Data with analysis • Persistence • Understanding of planning and performance assumptions • Theory of action, logic model, etc. • Criteria for evaluation • Starting with priorities and values • Expectations • Information to evaluate • Stakeholder engagement • Simplicity over complexity 7

9. Local Control and Accountability Plan • Encourages telling a story of support, impact, and improvement • Emphasis on good planning, communication, and engagement • Organization: • Stakeholder Engagement • Goals and Progress Indicators • Actions, Services, and Expenditures 8

10. LCAP Section 1: Stakeholder Engagement • Describe in the LCAP the process used to engage the community, including meeting requirements of statute, in developing the LCAP • Describe how this engagement contributed to the development of the LCAP • LEAs must still describe goals and actions around the state priorities of parent involvement and pupil engagement which must be detailed in sections 2 and 3 9

11. Helpful Tip • Be prepared for authentic engagement • Don’t ask stakeholders for input you don’t have a plan for using! • Authentic engagement requires us to be purposeful in order to answer: • To what end do we plan to engage people? • What do we hope to achieve? • Based on what contributions? • In other words, authentic engagement reflects that stakeholder contributions matter 10

12. LCAP Section 2: Goals and Progress Indicators • Set goals (annual and long term) around state and local priorities • Identify metrics for measuring progress towards goals • Review past progress and adjust if necessary • LEAs must create goals for all school sites and subgroups identified in Education Code Section 52052, but may group and describe these goals together as appropriate 11

13. Helpful Tip • Goals are fundamental issues that LEAs choose to address. • They provide direction for how to pursue a larger, more abstract vision – “Where are we going?” • Outcomes are clear, concrete statements of what will be different or improved for students. • What will they know, accomplish, or be able to do differently? 12

14. Helpful Tip • Metrics are statements about what LEAs will measure to determine • How well their efforts/strategies are achieving desired outcomes for students • Metrics will allow LEAs to communicate annual progress, analyze successes and challenges, and make appropriate modifications to actions and services 13

15. LCAP Section 3 (A) and (B): Actions, Services, and Expenditures • Identify actions and services to support the goals • Identify expenditures to support the actions and services and describe where these expenditures are included in the LEA’s budget • Review past progress and adjust if necessary 14

16. Helpful Tip • Consider performance based thinking • LCFF is an opportunity (and possibly an incentive) to implement a performance based budget • Fund that which contributes most to performance • How do we currently factor in performance to our budgeting? • What would it look like to plan for performance? • Procedures • Culture • Budget 15

17. LEA Planning Cycle Adoption of Vision/Story & Goals Assessment of Needs and Capacity Identification of Desired Outcomes for Students Identification and Selection of Evidence-Based Services and Actions Celebration of Success and Appropriate Modifications Monitoring of Progress Identification of Metrics for Measuring Progress Implementation of Programs and Practices Expenditure Decisions to Support Services and Actions 16

18. Helpful Tip • Clearly Communicate • Planning process goals, activities, and timeline • Any specific decision-making parameters • Who will participate in a core Planning Coordination Team • Who will facilitate the process • The basis for stakeholder involvement and selection • Expectations for stakeholder contributions • The decision-making process and authority • Ways of raising constructive questions or concerns • Progress made over time 17

19. Implementation of LCFF • Local educational agencies will develop budgets and plans in 2014-15 reflecting LCFF funding and structures • Spending regulations will guide expenditure planning • LCAP will share story – explain how resources contribute to goals, demonstrate equity, and support transparency and simplicity • Governor’s Budget substantially builds on LCFF implementation 18

20. Next Steps to Support Implementation • Guidance Materials Development • Permanent Regulations Process • Rubric Development • California Collaborative for Educational Excellence 19

21. For More Informationlcff.wested.orgwww.cde.ca.gov