marilyn gardner milton: school finance class - session 2

Collaborate Session 2

Welcome

EDD 8431

Advanced School Finance

Advanced School FinanceAgenda

Microphone Check

Collaborate: 7 days to submit brief overview from archive- 2 Points each

Weekly Discussion Grade Distribution

Assignment 1 Comments

Assignment #2 Comments

Review of Assignment #3

Review of Assignment #4

Reflection Questions

• To date, what has been the most “interesting/surprising” financial or budgetary theory/concept/fact/issue to which you have been introduced?

• During the budget analysis interview process, what were your impressions of your interviewees’ comments and insights?

Grades

91 – 100 = A

86 - 90 = B+

80 - 85 = B

F = NO CREDIT

I =INCOMPLETE

Course Overview

Settling in with course format/expectations (3-4 weeks)

Read Syllabus Carefully

Proofread Carefully Covers/Reference Pages (APA)

Re-Submits (Sorry, will not be accepted)

Late Discussion Board Postings and Assignments (Sorry, will not be accepted)

Why No Late Discussion Posts & Assignments?

Posting is class discussion & did not attend or participate.

Classmates cannot benefit from your insight.

Not fair to classmates! Access to entire syllabus work on the

discussion/assignment early.

No Late Discussion Posts & Assignments?

Submit posting by Thursday (11:59 pm) –Response Posts Sundays (11:59 pm)

Submit Assignments Sundays (11:59 pm). Very, very rarely do I accept a late assignment and

only with notice (not the day it is due). Even if accepted late it will be substantially downgraded.

Grades are important/Everyone is on an equal footing

I hope you understand!

Advanced School Finance

Questions

Advanced School Finance

Overview of Assignments

Assignment % Final Grade Week Due

Assignment 1: School Finance Litigation 10 3

Assignment 2: Budget Analysis 15 7

Assignment 3: Approving an Operating Budget 20 11

Assignment 4: District 5 – Budget Allocations 25 15

Discussion Board and Chats 26

(2 points each) 2-14

 Collaborate Sessions 4

(2 points each)

Total 100

Weekly Grade Breakdown

Assignment #1 6 - 10 (2)

Discussion #1 0 – 2 (3)

Discussion #2 0 – 2 (5)

Discussion #3 0 – 2 (8)

Discussion #4 1.6 – 2 (10)

Discussion #5 1.25 – 2 (12)

Discussion #6 1.5 – 2 (13)

Discussion #7 .85 - 2 (13)

Assignment #2 10-15 (4)

Advanced School Finance

Overview of Weekly

Discussions

(2 Points Each)

Discussion Rubric

Description Points Credit Earned

 Posting Timeliness

Student submitted posting by Thursday. .25

Quality of Candidate’s Posting

Includes comprehensive response to the discussion question (s), 1.00

300-500 words, complete background work to prepare

for posting, 

Quality and Timeliness of Candidate’s Reponses to

Classmates’ Postings .75

Responded to at least three of classmates’ postings, on three

different days. Included, but not be limited to, your reactions to

the reading of the postings of your classmates and any relevant

information you feel would ……………………. 

 Total 2

Response to Classmate’s Postings

Should be: supportiveprobing to stimulate

thought

May debate and offer differing opinions

Response to Classmate’s Postings

2-4 paragraphs in length (i.e., 75-100 words)

Grammatically correct sentences & encourage further discussion

Assignment Suggestions

If you are unsure or confused

contact me!

Advanced School Finance

Questions

Assignment #1 School Finance Litigation

Nice job on evolution of litigation public school finance

Identified major legal cases that affected public school finance

Assignment #1 School Finance Litigation

Organize:

1. Current cases litigated in courts in at least one state other than your own

2. Compare points of law that are being debated.

Great InterviewsAnalyze two district’s

operating budgets supported by scholarly research

References/SourcesNot a

Question/Answer Format

Assignment #2: Budget Analysis

Advanced School Finance

Questions

Assignment #3Approving an Operating Budget

Minimum 10 pages7 Sections5 Scholarly Sources Textbooks

Odden & Picus – Chapters 3, 9 10

Hartman – Chapter 3

20 Points

Assignment #3: Budget Analysis

Written portion:• Introduction

• Interviews

• Problem Solving

• Operating Budget

• Stakeholders

• Communication

• Summary

OverviewApproving an Operating Budget

New school principal and super been appointed

First task operating budget approved.

Gather information how the proposed operating budget:

addresses district problems impacts key stakeholder groups, communicated to community

and stakeholder groups

Approving an Operating Budget

1. Introduction• An overview of the

assignment.

2. Interviews• Describe the results of

the interviews.

Approving an Operating Budget

3. Problem Solving• Describe sub-elements

of problem solving.

4. Operating Budget• Describe sub-elements

of an operating budget.

Approving an Operating Budget

5. Stakeholders

• Describe sub-elements of stakeholders

6. Communication

• Describe sub-elements of communication.

7. Summary

• Summarize the importance and implications for school leaders.

2. Interviews

• Finance officer or superintendent in district (or both)

and

Principal of a local school.

• Focus: on the politics and process of presenting a budget to a funding body.

3. Problem Solving

• Describe sub-elements of problem solving.

• What types of problem-solving strategies and knowledge of strategic, long-range, and operational planning could be used?

Problem Solving (cont.)

How ensure effective, legal, and equitable use of fiscal, human, and material resource allocation?

What new resources are being sought to facilitate student learning?

3. Problem Solving (cont.)

How:

• Use Research methods, educational and finance theories, to improve school and district operations?

• Does operating budget demonstrate an understanding of the complex issues of poverty their effects on families, communities, students, and learning?

4. Operating Budget

How proposed operating budget abides by policies, laws, and regulations enacted by local, state, and federal authorities.

4. Operating Budget (cont.)

• How can school and district-level personnel communicate effectively to key stakeholders and the community to support the need to adequately finance public schools?

4. Operating Budget (cont.)

• How work with political leaders at the local, state, and national level to assist the fiscal needs of the school community and district?

5. Stakeholders

• How engage students, parents, members of school board, and other community members concerning trends, issues, and potential changes?

5. Stakeholders (cont.)

How communicate with all segments community to assist them to understand the trends and issues being addressed in the district operating budget?

6. Communication

How communicate with local, state, and federal authorities to actively advocate for the adoption of the district operating budget and policies?

Communication (cont.)

How the proposed operating budget promotes equitable learning opportunities and success for all students.

7. Summary

Importance and Implications for School Leaders

Advanced School Finance

Each section weave in scholarly research and compare with responses received in interviews

Questions?

Assignment #4 District 5 – Budget Allocations

Narrative 5-6 pagesBudgetTextbooksHartman – Chapter 8

Odden & Picus – Chapters 3, 5, 6, 7, 8, 12

Case Study Handouts (Bb)

25 Points

Assignment #4 District 5 – Budget Allocations

Handouts in BlackBoard

(Left Column Menu)

Case Study Facts

Funds allotted by category and allocated to District 5.

Elementary Schools (14); Middle School (5) and High Schools (3)

Case Study Facts

CategoriesInstructional Staff Staff Development Supplies Administrative Support At Risk

Case Study Facts

1. Responsible Funding District 5 schools ($40,345,388 million)

2. Prepare formulas for allocation of the five categories of funds among schools in District 5

3. Justify why & how your formulas are most equitable (scholarly research)

Budget Spreadsheet

Two Tabs (at bottom)

Allocation Spreadsheet

and

Grade Level Enrollment(Student enrollment by grade)

At-Risk Funding

Exceptional Children (number identified on “Grade Level Enrollment” tab)

Schools: E1, E7, M1, M2, and H1

ESL Students (additional funds to serve at-risk)

Schools: E13, E14, M3, M4 and H1

Case Study4. Once funds allocated to

each District 5 school,

write a brief (5 pages) explanation for the rationale you used to allocate the funds.

Weave in Scholarly Research

• “Research indicates that providing intensive instructional intervention in Kindergarten and Grade One can help struggling readers to catch up to their peers, so it is recommended that lower class sizes and additions support be offered, particularly in the primary years (Odden & Picus 2008), therefore, I allotted $$$$$ for the category of ??????? for each??????? school in District 5.

Case Study5. Address class size and

other factors you considered when making your allocations.

6. May leave modest fund balance in your total allocation ($1.0 million or less)

Case Study Information

Statewide formulasDistrict 5 Budget allocationsDescriptions of what is included in each

funding categorySchools with ESL and Exceptional ChildrenDescription of all Spreadsheet Columns and

Rows

Assignment #4

“You do not need to worry about exceeding individual accounts as long as you have an adequate fund balance

in the at-risk funds to cover the overage.”

Assignment #4

You may exceed the budget in individual accounts!

Assignment #4

Under No Circumstances

Can You Exceed Your Total

Budget!

Case Study

Please check

all allocation decisions for

reasonableness!

Reflection Question

To date, what has been the most “interesting/surprising” financial or

budgetary theory/concept/fact/issue to which you have been introduced?

Reflection Question

During the budget analysis interview process, what were your impressions of your supervisor/superintendent/manager/

principal comments and insights?

Advanced School Finance

Final Thoughts, Questions or Comments?

EDD 8431 Advanced School Finance

Thank You

Please Let Me Know How I Can Be of Help!

This Elluminate Session Will be Archived.