Board of Education 8/2/11 General Business Meeting 1 What is - - PowerPoint PPT Presentation
Board of Education 8/2/11 General Business Meeting 1 What is Weighted Student Formula (WSF)? The formula used to allocate resources to schools based on: Enrollment Student characteristics (e.g. English as a Second Language, free and
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The formula used to allocate resources to schools
Enrollment Student characteristics (e.g. English as a Second
Language, free and reduced lunch eligibility, grade level)
School characteristics (e.g. geographic location, multi‐
track)
Additional resources for special education students are
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2003 Session – Legislature calls for a WSF Feasibility Study 2004 Session – Legislature passes Act 51 (the “Reinventing
Education Act”), which includes a mandate that the Department implement a WSF by SY2006‐07
Fall 2004 the 42 member Committee on Weights (COW)
holds a series of 6 committee meeting and 6 work group meetings
Jan 2005 the first COW submits its recommendation to the
Board for approval and use in SY 2006‐07
Jan 2005 – 22 pilot schools complete Academic and Financial
Plans (AcFin) for SY2005‐06
July 1, 2011 is the start of SY 2011‐12: year 6 for WSF Summer 2011 the COW VII has been working on a
recommendation for SY 2012‐13: year 7 for WSF
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Act 200, 2003 called for a feasibility study of WSF.
Study found that WSF can support student achievement
improvements when implemented in conjunction with:
Quality teaching and learning Strong school leadership High standards and expectations Sound curriculum Active community support and engagement
Establishment of the WSF for Hawaii was one of thirteen
main elements of Act 51, 2004.
Other components were targeted at strengthening
community involvement, enhancing supports for students, encouraging professional development of principals and teachers, and investing in math textbooks.
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Support student achievement with:
Equality – schools with similar kinds of students receive
similar resources
Transparency – allocations are based primarily on
student characteristics where disproportionate resources are determined to be needed to achieve similar student outcomes
Empowerment – the principal, after review by the
School Community Council, determines how to use the WSF funds
NOTE: Goal of WSF is not to achieve funding
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REVISED for SHAs
1 2 3 4 5 6 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 24 25 26 28 29 30 31 32 33 34 35 36 37 40 41 42 43 44 46 47 48 49 50 51 52 53 54 56 57 58 61 62 63 64 65 66 67 68 A B C D E F G H I Total PROJECTED Enrollment 1 Weighting Factor Weighted PROJECTED Enrollment TOTAL ALLOCATION
1 Pre-K
1,392 1.0000 1,392.00 5,020,030 $
2 Jr. K - 2
44,109 1.0000 44,109.00 159,072,190 $
3 Other Elem
45,834 1.0000 45,834.00 165,293,132 $
4 Middle
31,228 1.0000 31,228.00 112,618,884 $
5 High
49,753 1.0000 49,753.00 179,426,391 $
6 Subtotal
172,316 172,316.00 621,430,627 $ Student Characteristics
7 Grade Level Adjustment 8 Elem
89,943 0.0347 3,116.92 11,241,076 $
9 Middle
31,228 0.1004 3,133.76 11,301,413 $
10 High
49,753 0.0240 1,192.48 4,300,649 $
11 K-2 Class Size
44,109 0.1500 6,616.35 23,860,764 $
12 English Language Learners (Aggregate)
17,677 13,197,863 $
13 Fully English Proficient (FEP)
475 0.0539 25.62 92,412 $
14 Limited English Proficiency (LEP)
11,952 0.1618 1,934.34 6,975,877 $
15 Non-English Proficient (NEP)
5,251 0.3237 1,699.66 6,129,573 $
16 Economically Disadvantaged
81,458 0.1000 8,145.80 29,376,199 $
17 Gifted & Talented
5,105 0.2650 1,352.75 4,878,469 $
18 Transiency
13,032 0.0500 651.60 2,349,924 $
19 Subtotal
27,869.28 100,506,357 $ School Characteristics
20 Neighbor Island
53,175 0.0040 212.70 767,315 $
21 Subtotal
212.70 767,315 $ 172,316 200,397.98 722,703,882 $ Geographically Isolated School
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7 350,000 $
23 School Size - Sliding Scale
5,305,417 $
24 Elem
300
1,460,904 $
25 Middle
450
669,821 $
26 High
750
828,132 $
27 Combination Schools
750
1,586,777 $
29 K-8
450
399,150 $
30 6-12
750
360,633 $
31 Loss Threshold 2
6.36% maximum adj allowed: 10,152,679 $
32 Subtotal
15,808,096 $
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738,511,978 $
2 Loss Threshold set to ensure that no school will lose more than the threshold % from one year to the next.Adjustment = difference between minimum level of funding less calculated alloc, but not less than zero.
$50,000.00
3 DISCLAIMER: Projected allocations are tentative and are subject to change based on the Department's
final appropriation for Weighted Student Formula and statewide enrollment figures. Final allocations will be determined based on Official Enrollment Count, taken August 2011. Supplement to Loss Threshold TOTAL WSF FUNDS AVAILABLE FOR TENTATIVE ENROLLMENT ALLOCATION Formula (weight/student) $10,152,680 Enrollment Range $3,606.34 Total adjustments for loss threshold cannot exceed 1.5% of total WSF appropriation, less $1M for Superintendent's Addt'l funding per school Non-Weighted School Characteristics
Details of WSF TENTATIVE Allocation Calculation based on FY2011-12 Preliminary Appropriation and Projected Enrollment for calculation of tentative allocations for Financial Plans
$540.95
1 Total Enrollment includes General Education, Special Education and Pre-K students, at a rate of 1.00 per student.
$3,606.34 $361.90 $3,606.34 $1,167.32 $180.32 $360.63 $583.66 $955.68 $ per Student $3,606.34 $3,606.34 $124.98 $14.43 $86.44 $194.55 DOE: Budget Execution Date: 12/20/2010 Page 1 of 2 File: FY12 WSF Alloc Calc for FP FINAL - REVISED 2010-12-20 for SHAs.xls Tab: Weighting Factors FY12 for FP
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1 Org ID 2 School Name 3 School Level
Total PROJECTED Enrollment 1 Weighting Factor Weighted PROJECTED Enrollment TOTAL ALLOCATION
4 Pre-K
3 1.0000 3.00 10,819 $
5 Jr. K - 2
137 1.0000 137.00 494,069 $
6 Other Elem
112 1.0000 112.00 403,910 $
7 Middle
1.0000 0.00
8 High
1.0000 0.00
9 Subtotal
252 252.00 908,798 $ Student Characteristics Grade Level Adjustment
10 Elem
249 0.0347 8.63 31,120 $
11 Middle
0.1004 0.00
12 High
0.0240 0.00
13 K-2 Class Size
137 0.1500 20.55 74,110 $
14 English Language Learners (Aggregate)
52 35,992 $
15 Fully English Proficient (FEP)
2 0.0539 0.11 389 $
16 Limited English Proficiency (LEP)
39 0.1618 6.31 22,763 $
17 Non-English Proficient (NEP)
11 0.3237 3.56 12,840 $
18 Economically Disadvantaged
108 0.1000 10.80 38,948 $
19 Gifted & Talented
7 0.2650 1.98 7,139 $
20 Transiency
11 0.0500 0.56 2,023 $
21 Subtotal
52.50 189,332 $ School Characteristics
22 Neighbor Island
0.0040 0.00
23 Subtotal
0.00
Geographically Isolated School
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School Size - Sliding Scale
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Elementary 300
43,622 $
26 Subtotal
43,622 $
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1,141,753 $ Loss Threshold 2 Adjustment 6.36%
28 Adjusted FY10-11 WSF OEC Allocation 29 30
77,055 $
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1,218,807 $ $955.68 Addt'l funding per school $180.32 $14.43 $3,606.34 $3,606.34 $194.55 $540.95 $3,606.34 $ per Student 102 $360.63 $1,167.32 $583.66 $361.90 $86.44 $124.98
Details of WSF TENTATIVE Allocation Calculation based on FY2011-12 Preliminary Appropriation and Projected Enrollment for calculation of tentative allocations for Financial Plans
$3,606.34 $3,606.34
2 Loss Threshold set to ensure that no school will lose more than the threshold % from one year to the next.
Adjustment for Loss Threshold 2 ALIIOLANI E Non-Weighted School Characteristics
1 Total Enrollment includes General Education, Special Education and Pre-K students, at a rate of 1.00 per student.
$0.00 Enrollment Range (x) Formula (Wt./Student) CALCULATED WSF ALLOCATION FOR FY2011-12 final appropriation for Weighted Student Formula and statewide enrollment figures. Final allocations will be determined based on Official Enrollment Count, taken August 2011. Minimum funding level for FY11-12 (93.64% of prior year's funding) PROJECTED ENROLLMENT WSF ALLOCATION FOR FY2011-12 3
3 DISCLAIMER: Projected allocations are tentative and are subject to change based on the Department's
Adjustment = difference between minimum level of funding less calculated alloc, but not less than zero. 1,301,640 $ 1,218,807 $ DOE: Budget Execution Date: 10/28/2010 Page 2 of 2 Tab: FY12 WSF Alloc Details for FP
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Summary of Weights used for WSF Allocation Calculations based on Official Enrollment Counts (except where noted) FY2011‐2012 (Projected) FY2010‐2011 FY2009‐2010 FY2008‐2009 FY2007‐2008 FY2006‐2007 Pre‐K 1.0000 1.0000 1.0000 1.0000 0.5000
1.0000 1.0000 1.0000 1.0000 1.0000 1.0000 Other Elem 1.0000 1.0000 1.0000 1.0000 1.0000 1.0000 Middle 1.0000 1.0000 1.0000 1.0000 1.0000 1.0000 High 1.0000 1.0000 1.0000 1.0000 1.0000 1.0000 Student Characteristics Grade Level Adjustment Elem 0.0347 0.0347 0.0347 0.0347 0.0347 0.0347 Middle 0.1004 0.1004 0.1004 0.1004 0.1004 0.1004 High 0.0240 0.0240 0.0240 K‐2 Class Size 0.1500 0.1500 0.1500 0.1500 0.1500 0.1500 English Language Learners 0.2111 0.2289 Fully English Proficient (FEP) 0.0539 0.0535 0.0582 0.0593 Limited English Proficiency (LEP) 0.1618 0.1604 0.1745 0.1780 Non‐English Proficient (NEP) 0.3237 0.3209 0.3491 0.3560 Economically Disadvantaged 0.1000 0.1000 0.1000 0.1000 0.1000 0.1000 Transiency 0.0500 0.0500 0.0500 0.0500 0.0500 0.0250 Gifted & Talented 0.2650 School Characteristics Multi‐Track 0.0050 0.0050 0.0050 0.0050 0.0050 Neighbor Island 0.0040 0.0050 0.0050 0.0050 Neighbor Island ‐ Secondary 0.0010 0.0010 Geographically Isolated (see below) 0.0050 0.0050 0.0050 0.0050 0.0050 Non‐Weighted School Characteristics Multi‐Track School Addt'l funding per school $ 97,804.00 $ 137,570.50 $ 111,050.50 $ 111,050.50 $ 111,050.50 Geographically Isolated School Addt'l funding per school $ 50,000.00 School Size Adjustment Amounts / Calculation vary from year to year based on COW recommendation / BOE approval Transition Funding 15.00% 10.00% Loss Threshold 6.36% 3.07% 6.82% 4.00%
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During FY 2010‐11 Jul‐10 Aug‐10 Sep‐10 Oct‐10 Nov‐10 Dec‐10 Jan‐11 Feb‐11 Mar‐11 Apr‐11 May‐11 Jun‐11 SY2010‐11 WSF Implemented based on COW V Recommendation and BOE's Sept 2009 Decision using FY 2010‐11 Appropriation from Session 2010 SY2011‐12 WSF COW VI meeting since 4/10 BOE Action Tentative allocation run so Schools may work on SY11‐12 Fin Plan CAS Review/ Approve Schools/OHR Prepare for SY11‐12 $ Allocated SY2012‐13 WSF Determine COW VII Composition ‐ Plan Work/BOE Action on Composition During FY2011‐12 Jul‐11 Aug‐11 Sep‐11 Oct‐11 Nov‐11 Dec‐11 Jan‐12 Feb‐12 Mar‐12 Apr‐12 May‐12 Jun‐12 SY2010‐11 WSF Completed SY2011‐12 WSF Implementing based on COW VI Recommendation and BOE's Sept. 2010 Decision using FY 2011‐12 Appropriation from Session 2011. Official Enrollment Adjustment in late August, Second adjustment in early October, Third adjustment in mid‐January. SY2012‐13 WSF COW VII meeting since 6/11 BOE Action Tentative allocation run so Schools may work on SY12‐13 Fin Plan CAS Review/ Approve Schools/OHR Prepare for SY12‐13 $ Allocated SY2013‐14 WSF (Optional – not required until 2013) Determine COW VIII Composition ‐ Plan Work/BOE Action on Composition
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Committee on Weights – Hawaii Revised Statutes:
[§302A‐1303.5] Committee on weights. (a) There is established within the department of education the committee on weights to develop a weighted student formula pursuant to section 302A‐1303.6. The committee shall: (1) Create a list of student characteristics that will be weighted; (2) Create a system of weights based upon the student characteristics that may be applied to determine the relative cost of educating any student; (3) Determine specific student weights, including their unit value; (4) Determine which moneys shall be included in the amount of funds to be allocated through the weighted student formula; (5) Recommend a weighted student formula to the board of education; (6) Perform any other function that may facilitate the implementation of the weighted student formula; and (7) Meet not less than once every odd‐numbered year to review the weighted student formula and, if the committee deems it necessary, recommend a new weighted student formula for adoption by the board of education. (b) The composition of the committee on weights shall be determined by the board of education based on recommendations from the superintendent of education and dean of the University of Hawaii at Manoa college of education and include principals, teachers, and other members with the appropriate professional skills, experiences, and qualifications needed to facilitate the work of the committee. The superintendent or the superintendent's designee shall chair the committee on weights. (c) The committee on weights may form advisory subcommittees to obtain input from key stakeholders as determined necessary by the committee. (d) The members of the committee on weights shall serve at the pleasure of the board of education and shall not be subject to section 26‐34. Members of the committee on weights shall serve without compensation but shall be reimbursed for expenses, including travel expenses, necessary for the performance of their duties. [L 2004, c 51, §3; 2011, c 93 §2]
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Fifteen volunteer members on the Committee.
Superintendent’s designee as Chair of the Committee is
Kailua‐Kalaheo Complex Area Superintendent Suzanne Mulcahy.
5 Principals (two from Oahu high schools, two from NI
combination schools, one from multi‐track middle school)
2 teachers (both from high schools, one from Oahu & one
from NI)
5 School Community Council (SCC) community members
(3 from Oahu and 2 from NI)
2 Union Representatives (from HGEA & HSTA)
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Weighted Student Formula website – archive WSF allocation
calculations, weighting factors, and enrollment and demographic data. http://reach.k12.hi.us/empowerment/wsf/index.htm
Committee on Weights website ‐ archive of meeting agendas,
minutes, and recommendations. http://reach.k12.hi.us/empowerment/wsf/committeeonweights/index.htm
COW– Meeting Schedule website – location for posting of
meeting agendas, instructions for public testimony, and archive of meeting minutes and agenda. http://reach.k12.hi.us/empowerment/wsf/committeeonweights/cow7/index.ht m#nextmeeting
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Weighted Student Formula – Hawaii Revised Statutes:
§302A‐1303.6 Weighted student formula. Based upon recommendations from the committee on weights, the board of education, not less than once every odd‐numbered year, shall adopt a weighted student formula for the allocation of moneys to public schools that takes into account the educational needs of each student. The department, upon the receipt of appropriated moneys, shall use the weighted student formula to allocate funds to public schools. Principals shall expend moneys provided to the principals' schools. This section shall only apply to charter schools for fiscal years in which the charter schools elect pursuant to section 302B‐13 to receive allocations according to the weighted student
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