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Two Case Studies and Their Implications for State Policy

This report analyzes two case studies examining the implications of school district mergers for state policy. Key discussion points include the role of state vs. local decisions in mergers, the necessity of prior votes, and potential requirements for merger studies. It explores incentives and disincentives for districts considering mergers, the availability of BOCES aid for merger studies, and funding for innovative models of school organization. Additionally, it addresses transportation aid for newly merged districts and expectations for achieving economies of scale post-merger.

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Two Case Studies and Their Implications for State Policy

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  1. Two Case Studies and Their Implications for State Policy Mr. Alan D. Pole Dr. William D. Silky August 9, 2011

  2. Case Study #1

  3. Case Study #2

  4. Policy Questions for Discussion • Should merger of school districts remain a local decision or should the state have the ability to force schools to merge? • Are three votes prior to districts actually merging really necessary? • Should the State Education Department require any district(s) that consider engaging in a merger study to undergo a per-merger study analysis? • In addition to incentives for districts to merge, should NYS also implement “disincentives” for those districts which choose not to merge but are targeted to do so?

  5. Policy Questions for Discussion • Should BOCES aid be available to support school district merger studies? • Should the SED fund studies to develop various models (i.e., countywide school districts) of possible school district organization? • Should a differentiated incentive approach be implemented depending on the newly merged district’s characteristics?

  6. Policy Questions for Discussion • Should a special category of additional transportation aid be available for newly merged districts since transportation costs always increase following a merger? • Is it reasonable to expect that all newly merged districts demonstrate achieving economies of scale at least five years after consolidation? • Should the state incentive program begin by supporting transition costs but then transition to incent districts to operate more efficiently?

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