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Fiscal Equity Within Districts

Fiscal Equity Within Districts. Marguerite Roza, PhD. Sources of Uneven Spending Among Schools. Resources for special student populations Staff based formulas create uneven spending Placement of non-formula staff assignments, magnet or special programs, or other add-ons

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Fiscal Equity Within Districts

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  1. Fiscal Equity Within Districts Marguerite Roza, PhD

  2. Sources of Uneven Spending Among Schools • Resources for special student populations • Staff based formulas create uneven spending • Placement of non-formula staff assignments, magnet or special programs, or other add-ons • Differences in teacher salary costs • Central programs/services

  3. Total Budget Schools Leadership Non-Ed Op.s Central Budgets School Budgets A B C D

  4. Total Budget Schools Leadership Non-Ed Op.s Central Budgets School Budgets Uneven staff allocations A B C D

  5. Total Budget Schools Leadership Non-Ed Op.s Central Budgets School Budgets Salary differentials Higher salaried teachers effectively cost more per pupil A B C D

  6. Total Budget Central Programs/ Departments Schools Leadership Non-Ed Op.s Central Budgets School Budgets A B C D

  7. Data Obtained from Catalyst Analysis

  8. Equity • Vertical equity -- students with greater needs receive more resources to meet those needs • Horizontal equity -- similar students receive equal resources • How to determine fiscal equity

  9. Data Obtained from Catalyst Analysis

  10. Options for Addressing Inequities • Transparency • Minimize line item allocations / special programs • Student based budgeting • Disaggregate cost of central services to schools • Allocate a larger portion of funds to schools • Relocate spending authority to schools • Address inequities in teacher resources

  11. = .27 or 27% = .22 or 22% = .17 or 17%

  12. Total Budget Central Programs/ Departments Schools Leadership Non-Ed Op.s Central Budgets School Budgets A B C D

  13. Total Budget Central Programs/ Departments Schools Leadership Non-Ed Op.s Central Budgets School Budgets A B C D

  14. Forces for inequity • Lumpy staff based allocations • Equality • State, district, taxpayer demands to dictate what is purchased • Savvy parents • Adults in the system that benefit from inequity (can be principals, teachers, administrators) • Accounting guidelines

  15. Forces for change • Transparency (salaries, disaggregate central budgets) • Accountability • Decentralization • Student based budgeting • Title I regulations that require comparability

  16. University of Washington Daniel J. Evans School of Public Affairs Center on Reinventing Pubic Education www.crpe.org Marguerite Roza MargRoza@u.washington.edu

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