Introduction to the Weighted Student Formula And Site-Based Budgeting

Transcription

1 Introduction to the Weighted Student Formula And Site-Based Budgeting Spring

2 What is the approach to budgeting in SFUSD Weighted Student Formula (WSF) Mechanics / How the WSF Works Steps in Academic Planning and Budgeting 2

3 The WSF distributes resources to schools based on individual students attributes Money follows each student to his/her school, and each school s budget is expressed in dollars instead of FTE s (positions) School Site Councils develop academic plans, budgets, and staffing plans tailored to their school s specific academic needs The Central Office trains, assists, and monitors School Site Councils in their work 3

4 Provide more flexibility to local schools to fit unique objectives, circumstances, strengths, weaknesses, and strategies Build authentic participation of school community stakeholders Coordinate, simplify, and improve local school planning process and make site plan more helpful Build a facilitative relationship between central offices and sites 4

5 The Weighted Student Formula provides the following for each school: a foundation amount for every school equal to the cost of a principal and a clerk a specific dollar amount for each student an additional dollar amount for students with specific characteristics floor plan funding to allow all schools to achieve required basic staffing levels 5

6 Schools budgets are based on: Total dollars available for the WSF Foundation allocation Equivalent to salary and benefits of a principal and a clerk The Base Funding Factor The dollar amount associated with a 1.0 weight Weighted factors and respective weights Grade levels English Language Learners Low Socio-Economic Status students Special Education students Floor Plan funding 6

7 Each school s budget = Foundation Allocation Plus numbers of students X respective weights X Base Funding Factor Plus Floor Plan funding Allocations are initially based on projections, then adjusted in the fall based on actual students Discretion is bounded by provisions of collective bargaining and state and federal regulations Note: Schools continue to receive non-wsf resources and support, such as transportation, facilities support, State and Federal funds, and support to STAR schools 7

8 1 San Francisco Unified School District Pro-Forma Weighted Student Formula Factors for SY The weight times the base funding factor equals the dollar amount for Weights each student in that category. ELL Special Education (Materials & Prof. Dev.) Long-Term Socio- Resource Special Special Non- Beginning/ Advanced / Economic Specialist Day Class Day Class Grade Level Base Redesignated Intermediate Transitional Status Program Non-Severe Severe Kindergarten Primary (1-3) Intermediate (4-5) Middle School (6-8) High School (9-12) Dollars Based on Base Funding Factor of $2, ELL Special Education (Materials & Prof. Dev.) Long-Term Socio- Resource Special Special Non- Beginning/ Advanced / Economic Specialist Day Class Day Class Grade Level Base Redesignated Intermediate Transitional Status Program Non-Severe Severe Kindergarten $3,599 $0 $200 $155 $256 $28 $51 $90 Primary (1-3) $3,599 $0 $200 $155 $256 $28 $51 $90 Intermediate (4-5) $2,848 $0 $200 $155 $256 $28 $51 $90 Middle School (6-8) $3,247 $240 $240 $155 $256 $28 $54 $93 High School (9-12) $3,389 $240 $530 $155 $256 $28 $54 $93 8

9 The enrollment in each category times the base funding factor times the weight (previous slide) equals the school s dollar amount for that category. SAMPLE ELEMENTARY SCHOOL Preliminary Weighted Student Formula and TIIBG Allocation for SY Enrollment Total ELL Special Education Grade Levels Enrollment LTNR Beg. / Int.Adv. / Trans. Total SES RSP SDC-NS SDC-S Total Kindergarten Primary (1-3) Intermediate (4-5) Middle School (6-8) High School (9-12) Total Allocation of Dollars Based on Base Funding Factor of $2, Basic ELL Special Education Grade Levels Education LTNR Beg. / Int.Adv. / Trans. Total SES Total RSP SDC-NS SDC-S Total Kindergarten $ 233,960 $ - $ 10,600 $ - $ 10,600 $ 15,121 $ 259,681 $ 193 $ - $ - $ 193 Primary (1-3) 651,489 27,200 1,705 28,905 42, , Intermediate (4-5) 316,086 9,200 3,255 12,455 26, , Middle School (6-8) High School (9-12) Total Student Allocation$ 1,201,535 $ - $ 47,000 $ 4,960 $ 51,960 $ 83,549 1,337,044 $ 939 $ 408 $ - $ 1,347 Foundation Allocation 189,930 "Floor Plan" Funds Total Weighted Student Formula Allocation (Excluding Special Education) $ 1,526,974 WSF Sp. Ed. Allocation $ 1,347 9

10 What resources and responsibilities should be included in the WSF as a site-based responsibility vs. a centrally budgeted and administered responsibility? What student characteristics should be weighted? What should relative weights be for each student characteristic? How should schools and programs of various sizes be impacted and/or accommodated? 10

11 Site Budget Responsibility General education teachers, ELL school-based teachers and paraprofessionals Elementary Advisors and Parent Liaisons (non-star schools) High-school librarians;* additional time for middle- and elementary-school librarians* Counselors* Building administration Leadership Building administration Office Support Paraprofessionals (EXCEPT SPECIAL EDUCATION) Substitutes staff development absences Extended calendar for non-athletic student activities Security aides, other than those out of general funds Salary/benefits for all positions funded by site Central Office Budget Responsibility Special education teachers, paraprofessionals, and related service providers STAR schools staff (except Parent Liaisons) Part-time librarian for elementary and middle schools* Vocational Education and ROP staff Food and nutrition staff and services Custodial, maintenance and other facilities staff, supplies, and overtime** Noontime supervisors (elementary)** Substitutes non-staff development absences Athletics coaches General Fund Security personnel Salary/benefits for all centrally funded positions Half time nurse, social worker or learning support specialist for elementary schools Part-time arts teacher for middle schools * For more details, see the discussion of the Public Education Enrichment Fund on page 43 of the site based budgeting guide. ** These items will continue to be provided centrally at a base level, but sites may supplement the centrally provided level of service or items with their WSF funds. 11

12 Site Budget Responsibility Instructional materials Library books Replacement textbooks (for lost and damaged textbooks) Computer hardware Special education professional development and supplies (excluding assistive technology) Optional test preparation or other assessment-related activities Extended learning opportunities (after-school and Saturday school programs) Language translation for school-based communications and events School based Professional Development Central Office Budget Responsibility Equipment (Purchase, Repair and Maintenance)** Furniture (Purchase, Repair and Maintenance)** Basic textbooks (for new core adoptions and additional enrollment) Information technology network support and technical assistance* Assistive technology for Special Education District-wide assessment Transportation Telecommunications / telephones Professional Development Institutes Business services, Human Resources, Legal services Capital Outlay parts and materials** Utilities Library materials (limited) * For more details, see the discussion of the Public Education Enrichment Fund on page 43 of the site based budgeting guide. ** These items will continue to be provided centrally at a base level, but sites may supplement the centrally provided level of service or items with their WSF funds. 12

13 Spring School sites receive budget allocations and guidance from central offices Sites hold community meetings to gather input on school site plan and budget School sites develop and submit site plans and budgets Central offices review and approve plans Human Resources implements staffing decisions Fall Budget allocations are adjusted to match actual enrollment School sites implement the plan 13

14 Q: Is there a per pupil amount for each student? A: The amount per student is based on the grade level of the student and the characteristics of the student. A conservative estimate would be the base funding factor times the weight for the grade level of the school. (See slide 8 for details.) Q: My school is projected to grow (or shrink) next year. How were the projections developed? A: For each school, the existing students serve as the basis for the projection. All non-transitional grades (i.e. K-4 in elementary and 6-7 in middle) are moved up one grade level and the entering grade (i.e. K in elementary) is repeated. In high school, the non-transitional grades are adjusted for average attrition rates for the last five years. If there are programs or classes added, adjustments are made for those changes. Other adjustments are made on a case-by-case basis based on school-specific circumstances. 14

15 Additional questions? 15