marilyn gardner milton: school finance class - session 2
TRANSCRIPT
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Collaborate Session 2
Welcome
EDD 8431
Advanced School Finance
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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?
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Grades
91 – 100 = A
86 - 90 = B+
80 - 85 = B
F = NO CREDIT
I =INCOMPLETE
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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)
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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.
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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!
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Advanced School Finance
Questions
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Advanced School Finance
Overview of Assignments
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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
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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)
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Advanced School Finance
Overview of Weekly
Discussions
(2 Points Each)
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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
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Response to Classmate’s Postings
Should be: supportiveprobing to stimulate
thought
May debate and offer differing opinions
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Response to Classmate’s Postings
2-4 paragraphs in length (i.e., 75-100 words)
Grammatically correct sentences & encourage further discussion
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Assignment Suggestions
If you are unsure or confused
contact me!
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Advanced School Finance
Questions
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Assignment #1 School Finance Litigation
Nice job on evolution of litigation public school finance
Identified major legal cases that affected public school finance
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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.
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Great InterviewsAnalyze two district’s
operating budgets supported by scholarly research
References/SourcesNot a
Question/Answer Format
Assignment #2: Budget Analysis
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Advanced School Finance
Questions
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Assignment #3Approving an Operating Budget
Minimum 10 pages7 Sections5 Scholarly Sources Textbooks
Odden & Picus – Chapters 3, 9 10
Hartman – Chapter 3
20 Points
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Assignment #3: Budget Analysis
Written portion:• Introduction
• Interviews
• Problem Solving
• Operating Budget
• Stakeholders
• Communication
• Summary
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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
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Approving an Operating Budget
1. Introduction• An overview of the
assignment.
2. Interviews• Describe the results of
the interviews.
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Approving an Operating Budget
3. Problem Solving• Describe sub-elements
of problem solving.
4. Operating Budget• Describe sub-elements
of an operating budget.
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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.
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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.
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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?
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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?
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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?
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4. Operating Budget
How proposed operating budget abides by policies, laws, and regulations enacted by local, state, and federal authorities.
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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?
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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?
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5. Stakeholders
• How engage students, parents, members of school board, and other community members concerning trends, issues, and potential changes?
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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?
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6. Communication
How communicate with local, state, and federal authorities to actively advocate for the adoption of the district operating budget and policies?
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Communication (cont.)
How the proposed operating budget promotes equitable learning opportunities and success for all students.
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7. Summary
Importance and Implications for School Leaders
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Advanced School Finance
Each section weave in scholarly research and compare with responses received in interviews
Questions?
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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
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Assignment #4 District 5 – Budget Allocations
Handouts in BlackBoard
(Left Column Menu)
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Case Study Facts
Funds allotted by category and allocated to District 5.
Elementary Schools (14); Middle School (5) and High Schools (3)
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Case Study Facts
CategoriesInstructional Staff Staff Development Supplies Administrative Support At Risk
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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)
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Budget Spreadsheet
Two Tabs (at bottom)
Allocation Spreadsheet
and
Grade Level Enrollment(Student enrollment by grade)
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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
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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.
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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.
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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)
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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
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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.”
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Assignment #4
You may exceed the budget in individual accounts!
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Assignment #4
Under No Circumstances
Can You Exceed Your Total
Budget!
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Case Study
Please check
all allocation decisions for
reasonableness!
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Reflection Question
To date, what has been the most “interesting/surprising” financial or
budgetary theory/concept/fact/issue to which you have been introduced?
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Reflection Question
During the budget analysis interview process, what were your impressions of your supervisor/superintendent/manager/
principal comments and insights?
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Advanced School Finance
Final Thoughts, Questions or Comments?
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EDD 8431 Advanced School Finance
Thank You
Please Let Me Know How I Can Be of Help!
This Elluminate Session Will be Archived.