Board of Education8/2/11 General Business Meeting 

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What is ‐Weighted Student Formula (WSF)?

The formula used to allocate resources to schools based on:

EnrollmentStudent 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 allocated to schools outside of WSF.

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History of Implementation of WSF2003 Session – Legislature calls for a WSF Feasibility Study2004 Session – Legislature passes Act 51 (the “Reinventing Education Act”), which includes a mandate that the Department implement a WSF by SY2006‐07Fall 2004 the 42 member Committee on Weights (COW) holds a series of 6 committee meeting and 6 work group meetingsJan 2005 the first COW submits its recommendation to the Board for approval and use in SY 2006‐07Jan 2005 – 22 pilot schools complete Academic and Financial Plans (AcFin) for SY2005‐06July 1, 2011 is the start of SY 2011‐12: year 6 for WSFSummer 2011 the COW VII has been working on a recommendation for SY 2012‐13: year 7 for WSF

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Context of WSFAct 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 learningStrong school leadershipHigh standards and expectationsSound curriculumActive 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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WSF Goal/Objectives:Support student achievement with:

Equality – schools with similar kinds of students receive similar resourcesTransparency – 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 adequacy.  The WSF is merely a method of dividing the existing budget among public schools.

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REVISED for SHAs

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689101112131415161718192021222425262829303132333435363740414243444647484950515253545657586162636465666768

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 Characteristics7 Grade Level Adjustment8 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 Characteristics20 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 School22 7 350,000$ 23 School Size - Sliding Scale 5,305,417$

24 Elem 0 300 -0.0010 X + 0.30 1,460,904$ 25 Middle 0 450 -0.0010 X + 0.45 669,821$ 26 High 0 750 -0.0006 X + 0.45 828,132$ 27 Combination Schools - 28 K-12 0 750 -0.0006 X + 0.45 1,586,777$ 29 K-8 0 450 -0.0010 X + 0.45 399,150$ 30 6-12 0 750 -0.0006 X + 0.45 360,633$ 31 Loss Threshold 2 6.36% maximum adj allowed: 10,152,679$ 32 Subtotal 15,808,096$

33 738,511,978$

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 Calculationbased 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 ExecutionDate: 12/20/2010 Page 1 of 2

File: FY12 WSF Alloc Calc for FP FINAL - REVISED 2010-12-20 for SHAs.xlsTab: Weighting Factors FY12 for FP

1 Org ID2 School Name3 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 0 1.0000 0.00 -$ 8 High 0 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 0.1004 0.00 -$ 12 High 0 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 Characteristics22 Neighbor Island 0 0.0040 0.00 -$ 23 Subtotal 0.00 -$

Geographically Isolated School24 -$

School Size - Sliding Scale25 Elementary 0 300 -0.0010 X + 0.30 43,622$ 26 Subtotal 43,622$

27 1,141,753$

Loss Threshold 2 Adjustment 6.36%28 Adjusted FY10-11 WSF OEC Allocation2930 77,055$

31 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 Calculationbased 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

ALIIOLANIE

Non-Weighted School Characteristics

1 Total Enrollment includes General Education, Special Education and Pre-K students, at a rate of 1.00 per student.

$0.00Enrollment 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 ExecutionDate: 10/28/2010 Page 2 of 2 Tab: FY12 WSF Alloc Details for FP

Summary of Weights used for WSF Allocation Calculationsbased 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 Jr. K ‐ 2 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 CharacteristicsGrade Level AdjustmentElem 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 CharacteristicsMulti‐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 CharacteristicsMulti‐Track SchoolAddt'l funding per school $   97,804.00  $ 137,570.50  $ 111,050.50  $ 111,050.50  $ 111,050.50 

Geographically Isolated SchoolAddt'l funding per school $   50,000.00 

School Size Adjustment Amounts / Calculation vary from year to year based on COW recommendation / BOE approvalTransition Funding 15.00% 10.00%Loss Threshold 6.36% 3.07% 6.82% 4.00% 8

WSF Planning and Implementation Timeline

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 WSFCOW VI meeting 

since 4/10BOE 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 WSFDetermine 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 WSFImplementing 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 WSFCOW VII meeting 

since 6/11BOE 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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Task of the Committee on Weights: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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2011 Committee on Weights VIIFifteen 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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2011 COW Schedule

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WSF Resources: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.htm#nextmeeting

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Questions?

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WSF Reference: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 formula. [L 2004, c 51, §4 and am c 221, §7; am L 2006, c 298, §13; 2011, c 93 §3]

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