S CHOOL F UNDING P ERSPECTIVES ASA A CADEMY FOR I NCOMING S - - PowerPoint PPT Presentation

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SCHOOL FUNDING PERSPECTIVES ASA ACADEMY FOR INCOMING SUPERINTENDENTS

Amy Lujan, Execu/ve Director Alaska Associa/on of School Business Officials (ALASBO) December, 2016

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About ALASBO

• Our mission: to promote the highest standards in

school business prac/ces

• 170 members
• 45th year
• ACSA & ASBO

affilia/on

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About Amy Lujan

• First job in AK: Aniak City

Clerk, later City Manager

• 21+ years in school biz
• Kuspuk (REAA); North

Slope Borough; Nome

• 7 ½ years ALASBO Exec

Director in Juneau

• MBA; Federal Reserve

Bank; Cisco Systems

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Outline

• History of K-12 educa/on in Alaska

(funding perspec/ve!)

• Nature of our work
• Life of a school business official
• Upcoming issues
• Working together

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History of Educa/on in Alaska

• Territorial legislature: established compulsory

educa/on for ages 8-16 during first session 1912

• State educa/on board immediately acer statehood
• Cons/tu/onalajsdkfajsdlf;jasdkl;dasdl;daslk;ddasdd

mandate

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State Cons/tu/on

Ar/cle VII, Sec/on 1 – Public Educa/on The legislature shall by general law establish and maintain a system of public schools open to all children of the State, and may provide for other public educa/onal ins/tu/ons. Schools and ins/tu/ons so established shall be free from sectarian control. No money shall be paid from public funds for the direct benefit of any religious

• r other private educaJonal insJtuJon.

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Addi/onal History

• Ar/cle X – intent to organize schools under ci/es and

boroughs; no /meline

• 1976 – Molly Hootch sejlement: schools constructed

in rural areas

• 1997-2011 – Kasuylie case: rural school construc/on
• 2004-11 – Moore case: correc/ve ac/on for low-

performing schools; state may delegate but is primarily responsible for educa/on

• Equal protec/on (Ar/cle I, Sec/on 1)
• Public/private issues

SLIDE 8 S E W A R D P E N I N S U L A A L A S K A R A N G E A L E X A N D E R A R C H I P E L A G O B R O O K S R A N G E PR IB I LOF IS LA ND S A L E U T I A N R A N G E A L A S K A P E N I N S U L A K E N A I P E N I N S U L A Ruby Gambell Savoonga Chuathbaluk C

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u k Koyukuk W a i n w r i g h t Point Lay K i v a l i n a Ambler Chenega Seward Port Graham Kenai Larsen Bay Kodiak Wasilla Saint George Teller Nome Stebbins Emmonak Chevak Chugiak Eagle River S a l c h a Eielson AFB T w

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i v e r s K a r l u k Old Harbor P

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t L i

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s C a p e C h i n i a k Akhiok Nanwalek Homer Seldovia Anchor Point Fritz Creek Ninilchik N i k i s k i Cooper Landing S t e r l i n g Kasilof Soldotna Tyonek U n a l a s k a A k u t a n King Cove C

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d B a y False Pass Sand Point P e r r y v i l l e C h i g n i k N e l s

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L a g

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Ivanof Bay Chignik Lagoon Chignik Lake Pilot Point P

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t H e i d e n Egegik Levelock N a k n e k K i n g S a l m

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Igiugig Kokhonak Iliamna N

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d a l t

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Port Alsworth New Stuyahok Ekwok Koliganek P

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t a g e C r e e k Clarks Point M a n

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a k A l e k n a g i k T w i n H i l l s Dillingham M

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e P a s s W h i t t i e r T a t i t l e k I c y B a y Yakutat Valdez Coffman Cove Tenakee Springs K e t c h i k a n Meyers Chuck Cube Cove H

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a r t B a y K a s a a n Port Protection H a i n e s Skagway G u s t a v u s E l f i n C

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e Hoonah P e l i c a n K l u k w a n JUNEAU Sitka K a k e W r a n g e l l H y d a b u r g Metlakatla N a u k a t i E d n a B a y Craig Thorne Bay K l a w

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k Hollis Whale Pass Port Alexander Angoon Glennallen K e n n y L a k e C h i s t

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h i n a C

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p e r C e n t e r G a k

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a Glacier View Tanacross M e n t a s t a L a k e Tok Northway Eagle H e a l y L a k e Venetie Arctic Village Beaver Birch Creek Central Stevens Village Circle F

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t Y u k

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Chalkyitsik FAIRBANKS Nenana North Pole Minto Rampart Healy

• Ft. Wainwright

M a n l e y H

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S p r i n g s Cantwell Anderson Bettles A l l a k a k e t Hughes Tanana G a l e n a Kaltag N u l a t

• Selawik

Noorvik K i a n a Shungnak D e e r i n g B u c k l a n d Kotzebue Point Hope Barrow Nuiqsut A n a k t u v u k P a s s Kaktovik Lime Village McGrath N i k

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a i Takotna Telida Lake Minchumina Grayling Shageluk Holy Cross Anvik Huslia A n i a k S t

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y R i v e r Red Devil Crooked Creek S l e e t m u t e L

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e r K a l s k a g Russian Mission U p p e r K a l s k a g M a r s h a l l Kotlik S a i n t M a r y ’ s A l a k a n u k N u n a m I q u a H

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e r B a y S c a m m

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B a y M

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n t a i n V i l l a g e Shishmaref Diomede Wales Brevig Mission G

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i n Elim S h a k t

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i k Unalakleet Saint Michael S a i n t P a u l Toksook Bay Nightmute Kipnuk Chefornak Tununak Mekoryuk Tuluksak Kwigillingok Quinhagak Eek Tuntutuliak Kongiganak Platinum Togiak Goodnews Bay Napakiak N a p a s k i a k Oscarville Kwethluk A k i a k Bethel A t m a u t l u a k Kasigluk Nunapitchuk A k i a c h a k Talkeetna Palmer S u t t

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Trapper Creek B i g L a k e Elmendorf AFB

• Ft. Richardson

W i l l

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ANCHORAGE Girdwood Hope T e t l i n Coldfoot Wiseman Newhalen Lottie Sparks Delta Jct. Fort Greely D

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L a k e G e r s t l e R i v e r Pitka’s Point Pilot Station Petersburg H y d e r Alaska Gateway Aleutian Region Annette Island Bering Strait Chatham Chugach Copper River Delta/Greely Iditarod Area Kuspuk Lower Kuskokwim Lower Yukon Pribilof Islands Southeast Island Southwest Region 03. 04. 06. 07. 09. 10. 11. 14. 21. 29. 31. 32. 40. 44. 45. Cordova City Schools Craig City Schools Dillingham City Schools Galena City Schools Hoonah City Schools Hydaburg City Schools Kake City Schools Klawock City Schools Nenana City Schools Nome City Schools Pelican City Schools Saint Mary’s City Schools Unalaska City Schools Valdez City Schools Tanana Schools 12. 13. 15. 17. 19. 20. 23. 27. 34. 35. 38. 46. 47. 48. 53.

• 02. Denali Borough
• 05. Municipality of Anchorage
• 08. Bristol Bay Borough
• 16. Fairbanks North Star Borough
• 18. Haines Borough
• 22. City & Borough of Juneau
• 24. Kenai Peninsula Borough
• 25. Ketchikan Gateway Borough
• 28. Kodiak Island Borough
• 30. Lake & Peninsula Borough
• 33. Matanuska Susitna Borough
• 36. North Slope Borough
• 37. Northwest Arctic Borough

including

City School Districts Borough School Districts Regional Educational Attendance Areas

Revised June 2013

City School District Locations Borough School District Locations REAA District Headquarters REAA or Borough School Locations Closed School Locations

Scale in Miles Map projection: Albers Equal Area Map scale: 1:4,350,000 50 100

1

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Alaska Gateway Aleutian Region Annette Island Bering Strait Chatham Chugach Copper River Delta/Greely Iditarod Area Kuspuk Lower Kuskokwim Lower Yukon Pribilof Islands Southeast Island Southwest Region Yukon Flats Yukon-Koyukuk Yupiit (Akiachak, Akiak, Tuluksak) Kashunamiut (Chevak) 03. 04. 06. 07. 09. 10. 11. 14. 21. 29. 31. 32. 40. 44. 45. 51. 52. 54. 55. Cordova City Schools Craig City Schools Dillingham City Schools Galena City Schools Hoonah City Schools Hydaburg City Schools Kake City Schools Klawock City Schools Nenana City Schools Nome City Schools Pelican City Schools Saint Mary’s City Schools Unalaska City Schools Valdez City Schools Tanana Schools 12. 13. 15. 17. 19. 20. 23. 27. 34. 35. 38. 46. 47. 48. 53.

• 02. Denali Borough
• 05. Municipality of Anchorage
• 08. Bristol Bay Borough
• 16. Fairbanks North Star Borough
• 18. Haines Borough
• 22. City & Borough of Juneau
• 24. Kenai Peninsula Borough
• 25. Ketchikan Gateway Borough
• 28. Kodiak Island Borough
• 30. Lake & Peninsula Borough
• 33. Matanuska Susitna Borough
• 36. North Slope Borough
• 37. Northwest Arctic Borough
• 39. Petersburg Borough
• 42. City & Borough of Sitka
• 43. Municipality of Skagway
• 49. City & Borough of Wrangell
• 50. City & Borough of Yakutat
• 56. Aleutians East Borough

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• 129,705 students (2016)
• District sizes: 12 – 47,756
• School sizes: 12 – 2,140
• Diverse student bodies
• Op/ons & choices:
• Homeschooling
• Charter schools
• Alterna/ve programs
• Correspondence
• Reduced dropout rate
• Generally strong support
• f K-12

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Nature of our Work

• ASBO: similari/es & differences across the na/on
• Diversity & balance of funding systems
• Work cycle: budge/ng, funding programs, fiscal

year, payroll

• Grants admin-heavy
• Personnel heavy

State 59% Local 21% Federal 10% Other 10%

AK District Revenue

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Personnel Heavy

• 70-90% of expenditures are wages and benefits
• Benefits rates con/nue to rise
• Na/onal job market
• Limita/ons of

nego/ated ;dasdldasljaksddnego/ated agreements

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Effect of Cuts

• Funding growth slower

than cost growth = cut

• Lijle frivolous spending;

cuts impact students

• Dept of Ed: 23 posi/ons

lost (26% reduc/on) from FY15 to FY17

• FY17 Walker vetoes:

$12.7m K-12; 25% debt reimbursement

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Focus

• n

Students

Lijle ability to raise funds Educa/on administrators at the nexis of K-12 stakeholders Must educate to standards

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Life of a School Business Official

• Very hard-working, public-minded individuals
• Wear many hats, no majer the district size!
• Policy manual
• State reviews
• Constant

juggling of deadlines

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Wearing Many Hats…

• Anything with $$ comes across SBO’s desk
• Unrelen/ng workload
• Many “must-do” deadlines – payroll, funding
• Need to rely on colleagues

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ALASBO

• MISSION: To promote the highest

standards in school business prac/ces.

• VISION: Educa/ng stakeholders in the

effec/ve use of resources for the benefit

• f Alaska’s children.
• VALUES:

– Ethical standards – Sharing knowledge and exper/se – Advancing the interests of all members – Accurate, objec/ve, consistent informa/on – Collegiality – Efficiency – Collabora/on

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Founda/on Formula

20-day student count Ten calcula/ons State Aid En/tlement

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Example: Nome Public Schools Column

• I. Basic Need Calculation

Projected ADM 704.00 M Determining School Size Adjustment

[Use Table from page 4] ADM

Nome Elementary School = 375

326.10+(.97*(375-250)) = 447.35

Nome/Beltz Jr. & Senior High = 245

218.10+(1.08*(245-150)) = 320.70

Anvil City Science Academy = 60

1.18 * 60 = 70.80

Nome Youth Facility =

14 14 = 39.60 FY16 School Size adjusted ADM 878.45 Hold Harmless Provision: less FY15 School Size adjusted ADM - 900.42 District’s decrease in School Size adjustment over prior year less than 5%, did not activate hold harmless. School Size Adjusted ADM 878.45 O Apply District Cost Factor x 1.450 P 1,273.75 Q Apply Special Needs Factor x 1.20 1,528.50 R Apply the Career Technical Education Factor x 1.015 1,551.43 S Add Intensive Service Counts + 65.00 U (5 x 13) = 65.00 1,616.43 V Add Correspondence Counts + 9.00 W (10 * .90) = 9.00 District Adjusted ADM 1,625.43 X Multiply by $5,880 base allocation x $5,880.00 Basic Need: $ 9,557,528 B

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• II. Nome’s State Aid

Basic Need $9,557,528 B Required Local Contribution (976,121) C Eligible Impact Aid + (27,811) F State Aid $8,553,596 G

• III. Quality Schools Grant

District adjusted ADM x $16 1,625.43 X x $16.00 $26,007 H

• IV. Components of State Aid

State Aid $8,553,596 G Quality Schools Grant + 26,007 H Total State Aid Entitlement $8,579,603 I

• Add $50 to BSA ($5,880 to $5,930)

– Funding increases by $81,271.50 – 704 students x $50 = $35,200

• Impact Aid deduc/on unique
• Formula is a delicate balance
• Timing of founda/on funding process

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Other Topics

• State debt reimbursement & CIP

funding

• Federal /mber revenue loss
• Need for district fund balance
• Limita/ons of funding to the cap

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UPCOMING ISSUES

Very much aligned with cities & boroughs!

Category 1

• Debt reimbursement
• Health insurance cost
• Worker’s comp reform
• Support of state re/rement

system(s)

• Local infrastructure
• Basic educa/on funding
• Long-term mul/-revenue fiscal

plan

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UPCOMING ISSUES

Category 2

• Career & Technical Educa/on

(CTE)

• Arts educa/on
• English as a 2nd Language (ESL)
• Early childhood educa/on
• Mental health programs

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TO BE DISCUSSED?

• Schools in Small Communi/es

– Proposed changes to minimum school size

• Founda/on re-write

– A huge job! – Always winners and losers – Area cost differen/al a smaller piece

• ESSA & federal funding

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Working Together on Big Problems

• School district is a big part of each

community, and/or a part of your local government

• Regular joint work sessions between school

district and local government

• Cross training & resource sharing
• Growing opportunity for shared services:

among districts; within communi/es

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THANK YOU! QUESTIONS?

AMY LUJAN, EXECUTIVE DIRECTOR ALASBO

ALASBO@GCI.NET

907-723-7415

WWW.ALASBO.ORG