Expanding the Teacher Voice in the Local

Control Conversation

Norma Sanchez & Marlene FongCTA Instruction and Professional

Development Staff

Good Teaching ConferenceJanuary 10, 2014

San Jose, CA

Proposition 98 Funding

Forecast of Proposition 98 Minimum Guarantee

In Billions

Local Control Funding Formula (LCFF)

Local Control Funding Formula (LCFF)

Most dramatic change to school finance in last 40 years

New rules: •Hard to understand•Incomplete•Require continued

evolution

What we do know…oMost state categorical

funds under the purview of SSCs are gone

o Replaced by LCFF (base, supplemental & concentration grants)

o Federal categorical programs & requirements remain

Local Control Funding Formula (LCFF)

• Replaces revenue limits & most categorical program funding

• Base funding flexible and could be used for any educational purpose

• Districts must adopt a Local Control and Accountability Plan (LCAP)

Basics of the formula:• Base Grant target per grade span (K-3, 4-6, 7-8, 9-

12) adjusted annually by statutory COLA • Added funding for K-3 Class-Size Grade Span

Adjustment (GSA) & 9-12 Career Technical Education (CTE)

• Added funding based on the demographics of the district:

English Language Learner (ELL) population, Pupils eligible for free & reduced-price meals & Foster youth

• Economic Recovery Target – Goal of restoring districts back to 2012-13 undeficited funding level adjusted for inflation

State Programs Eliminated Under New Funding System

Local Control Funding Formula

8

Categorical Program funds excluded from the LCFF and NOT flexibleProgram Rationale

After-School Programs Prop 49 – Changes to after school funding must be approved by voters

American Indian Education Federal accounting requirements

Necessary Small Schools Funding needed to maintain schools in sparsely populated areas

Preschool Program Program/funding is not a K-12 program

QEIA Part of a legal settlement

Child Nutrition Federal accounting and maintenance-of-effort requirements

Special Education Federal program requirements and maintenance-of-effort issues

*Also excluded from LCFF in final budget: Early Childhood Education Programs, Partnership Academies, Agricultural Vocational Education, Specialized Secondary Programs, Foster Youth Services Program, Adults in Correctional Facilities, and Assessments.

2 Phases of the LCFF

8-year Implementation Phase (2013-21)

o Can be longer or shorter than 8 years

o Fiscal inequities could arise during implementation phase

o No guarantee that individual district will receive equivalent funding

o Significant revenue volatility for districts with high proportions of students eligible for supplemental/concentration grants

Fully Funded Phase

Once the LCFF is fully implemented, funding anomalies will be eliminated

LCFF

No district will receive less funding than in 2012-13

New formula will allocate funds to Charter Schools in the same way as school districts

o Concentration grants for charter schools will be limited to no more than the concentration grant increase provided to the school district where the charter school resides

10

• 3-year Rolling Average: instead of one-year % of Unduplicated Pupils (UPs) = ELLs + low-income + foster children district wide

• No ELL count duration limitation: as in Jan & May

• County Offices of Education: will review UP counts & data will be subject to the district’s annual audit

11

LCFF

K-3 Class Size Reduction

• CSR is an adjustment factor for K-3 enrollment, with a 24:1 target (can be higher if negotiated – check current CBAs)

• Progress must be made toward a school site average classroom student-to-teacher ratio of 24:1, measured on the relative increase of revenues toward the target of full funding of the LCFF (about 12% for 2013-14)

• Class-size waivers (for E.C. 41376-41378) granted by the SBE will not excuse districts from the K-3 CSR 24:1 school site requirement

• The penalties are harsh if the targets aren’t met – all CSR funding lost!

12

Grade Span ADA

SUPPLEMENTAL GRANT/ADA

Base Grant/ADA

20% UP%*

CONCENTRATION GRANT

Base Grant/ADA

50%

UP%* 55%

LCFF TARGET

TIIG TRANSPORTATION

* Unduplicated Pupil %

BASE GRANT/ADA

Grade Span

BG/ADA

COLAADJ

(includes COLA)

13

Illustration of How LCFF Works

Overview of LCFF

Economic Recovery Target (ERT)

• The ERT is designed for school districts that benefit little from the LCFF target entitlement calculation

• The ERT is intended to assure that most school districts receive, at a minimum, annual increases sufficient to restore their funding to the undeficited level of 2012-13 revenue limits and the undeficited level of 2012-13 categorical funding

16

Economic Recovery Target (ERT)

Local Control and Accountability Plans (LCAPs)

19

LCAP Template§ 15497. Local Control and Accountability Plan and Annual Update Template. • Introduction: • LEA: _________________________ Contact (Name, Title, Email, Phone Number):__________________________________ LCAP

Year:_________ • Local Control and Accountability Plan and Annual Update Template • The Local Control and Accountability Plan (LCAP) and annual update template shall be used to provide details regarding local

educational agencies’ (LEAs) actions and expenditures to support pupil outcomes and overall performance pursuant to Education Code sections 52060, 52066, 47605, 47605.5, and 47606.5.

• For school districts, pursuant to Education Code section 52060, the LCAP must describe, for the school district and each school within the district, goals and specific actions to achieve those goals for all pupils and each subgroup of pupils identified in Education Code section 52052, including pupils with disabilities, for each of the state priorities and any locally identified priorities.

• For county offices of education, pursuant to Education Code section 52066, the LCAP must describe, for each county office of education-operated school and program, goals and specific actions to achieve those goals for all pupils and each subgroup of pupils identified in Education Code section 52052, including pupils with disabilities, who are funded through the county office of education Local Control Funding Formula as identified in Education Code section 2574 (pupils attending juvenile court schools, on probation or parole, or mandatorily expelled) for each of the state priorities and any locally identified priorities. School districts and county offices of education may additionally coordinate and describe in their LCAPs services provided to pupils funded by a school district but attending county-operated schools and programs, including special education programs.

• Charter schools, pursuant to Education Code sections 47605, 47605.5, and 47606.5, must describe goals and specific actions to achieve those goals for all pupils and each subgroup of pupils identified in Education Code section 52052, including pupils with disabilities, for each of the state priorities as applicable and any locally identified priorities. For charter schools, the inclusion and description of goals for state priorities in the LCAP may be modified to meet the grade levels served and the nature of the programs provided, including modifications to reflect only the statutory requirements explicitly applicable to charter schools in the Education Code.

• The LCAP is intended to be a comprehensive planning tool. LEAs may reference and describe actions and expenditures in other plans and funded by a variety of other fund sources when detailing goals, actions, and expenditures related to the state and local priorities. LCAPs must be consistent with school plans submitted pursuant to Education Code section 64001. The information contained in the LCAP, or annual update, may be supplemented by information contained in other plans (including the LEA plan pursuant to Section 1112 of Subpart 1 of Part A of Title I of Public Law 107-110) that are incorporated or referenced as relevant in this document.

Local Control &

Accountability Plan (LCAP)• 1) Annual Goals and 2) Specific

Actions based on• 8 State Priority Areas for the district

and each school in the district• Description of expenditures

implementing specific actions• Adopted every 3 years and updated

annually• LEA shall consult with teachers,

principals, administrators, other school personnel, parents, & pupils in developing the plan

• LEA shall consult with exclusive representative

• LEA must hold a Public hearing including opportunities for written input with written response from district superintendent

• Adopted with the LEA’s budget & submitted to COE for approval

• State Board of Education will adopt regulations that govern the expenditure of funds apportioned on the basis of the number and concentration of unduplicated pupils

Oversight responsibilities of the COE starting in 2014-

15:August 15 – COE may seek clarification about the contents of a district’s LCAP or annual update and the local governing board must respond within 15 days

By October 8, the COE will approve the LCAP if:o LCAP or annual update adheres to the template adopted by the SBE

o Budget includes sufficient expenditures to implement the LCAP

If the LCAP is not approved:o Identify strengths and weaknesses in regard to state priorities

o Assign an academic expert or team of experts

o Request that the SPI assign the California Collaborative for Educational Excellence (CCEE) to provide advice and assistance 21

Oversight of LCAP: State Superintendent of Public

Instruction (SSPI)

• Approve LCAP submitted by County Boards of Education & provide technical assistance when necessary

• When a District or COE: o Fails to improve outcomes for 3 or more subgroups 3 out of 4

consecutive years, ando The CCEE finds that the LEA is unable to implement its

recommendations, theno With approval by the SBE, the SSPI is authorized to:

• Make changes to the LCAP• Impose budget revisions• Stay and rescind action of the governing board – except where such action

would violate a local CBA• Appoint an academic trustee 22

New System of School District Support and Intervention

LCAP Timeline

California Teachers Association

Adopt Budget Standards

and Criteria

Adopt Spending

Regulations

Adopt LCAP Plan

Templates

District Adopts LCAP

Adopt Technical

Assistance & Intervention Evaluation

Rubric

1/18/14 1/18/14 1/18/14 7/1/14 10/1/15

24

Implementation Timeline

Education Code & Common Core

The union and district should agree to the principle of collaboration and shared decision making that involves teachers for the implementation of the Common Core

Ed. Code 60208 “It is the intent of the Legislature to do both of the following: Provide to local educational agencies a process that involves teachers, and is consistent with the implementation of standards-based curricula”

27

From the LCAP Template

• The LCAP is intended to be a comprehensive planning tool. LEAs may reference and describe actions and expenditures in other plans and funded by a variety of other fund sources when detailing goals, actions, and expenditures related to the state and local priorities. LCAPs must be consistent with school plans submitted pursuant to Education Code section 64001. The information contained in the LCAP, or annual update, may be supplemented by information contained in other plans (including the LEA plan)

Local Control and Accountability Plans (LCAPs)

Common Core

• $1.25 Billion $200 per pupil : for Common Core Implementation

• Funds apportioned in August 2013 (50%) and October 2013 (50%)

• Must be spent by end of 2014-15• LEAs must hold a public hearing on expenditure plan• Funds must be spent on:

1. Professional Development2. Instructional Materials & Textbooks3. Technology

29

School Site Councils—2013

School Site CouncilSingle Plan for Student Achievement

ESEA/NCLBFunds

Title I, III

Revise SPSA for ESEA/NCLB

Program Improvement

Revise SPSA for QEIA, SB 1133

Revise SPSA to Include LEA Addendum

Year 3 Corrective Action (DAIT)

District LEA Plan

Revise SPSA

for SIG

Single Plan for Student Achievement (SPSA) and School Site Council

Title l Schools • Continue format required

by Ed Code

• Conduct SSC/ELAC elections, training, meetings to provide input and approval of SPSA

• Decision-making body

Non Title l Schools • Vague format-consult

parents, teachers, staff, students

• Stay the course until guidance comes from CDE

• Conduct SSA/ELAC elections, training, meetings to provide input on SPSA

• Advisory only

32

Recommended ActionsAt Your Local Association Level• Demand to bargain any

impacts on your negotiated contract

• Assure that teachers are appointed by the union to serve on advisory committees

• Provide trainings for Rep Council members on LCFF and role of advocacy for all members

• Others___________________

At the School Site Level• Maintain your School Site

Council • Encourage teachers to serve

on the School Site Council• Elect teachers to serve on

the Principal’s Leadership Team rather than appointed by the principal

• Others_________________

33

ResourcesCTA Website: (search LCFF on www.cta.org)http://www.cta.org/Issues-and-Action/School-Funding/Local-Control-Funding-Formula.aspx

CDE Website: (search LCFF on www.cde.ca.gov) http://www.cde.ca.gov/fg/aa/lc/

LCAP Template and Regulations:State Board January 2014 Agenda – Item 20, Attachment 3http://www.cde.ca.gov/be/ag/ag/yr14/agenda201401.asp