Please contact us at edunomics@georgetown.edu for accessible versions of these resources.

Webinar: The Changing Role of Education Finance Leadership

2019-09-05T21:03:06+00:00

A webinar exploring connections and opportunities with ESSA's financial transparency requirement, the new Supplement-not-Supplant requirement for a district “resource allocation methodology” and “resource allocation reviews” as well as what each means for states and districts.

Webinar: The Changing Role of Education Finance Leadership2019-09-05T21:03:06+00:00

New Education Department guidance on supplement-not-supplant: Sorry not sorry

2019-05-28T15:55:56+00:00

In this blog post, Marguerite Roza discusses the new U.S. Department of Education guidance on monitoring the “supplement-not-supplant” (SNS) provision of Title I. SNS specifies that federal Title I funds for schools with high concentrations of poverty must be used to augment state and local funding, rather than offset it. Where the Obama Administration attempted (and failed) to require

New Education Department guidance on supplement-not-supplant: Sorry not sorry2019-05-28T15:55:56+00:00

Dear districts: These are the glory days. Are you ready for tomorrow’s financial pain?

2019-06-14T23:57:49+00:00

Just like the years leading up to 2008, the last few years have yielded stronger growth in funds for schooling. And just like in 2008, there are signs of troubleahead. While we can’t predict how an economic downturn will affect every district, we can anticipate some big-picture trends, and in doing so potentially help insulate school systems from needless

Dear districts: These are the glory days. Are you ready for tomorrow’s financial pain?2019-06-14T23:57:49+00:00

Webinar: An Introduction to Student Based Allocation

2019-08-21T15:54:14+00:00

Designed for district and community leaders, this webinar shares how student based allocation (SBA) works, why districts use SBA, what SBA formulas look like and what steps and resources districts can take and tap to move toward SBA.

Webinar: An Introduction to Student Based Allocation2019-08-21T15:54:14+00:00

Taking stock of California’s weighted student funding overhaul: What have districts done with their spending flexibility?

2019-03-23T13:42:02+00:00

Marguerite Roza, Tim Coughlin and Laura Anderson Published December 2017 California in 2013 moved to drive more resources for students with higher needs, create more spending flexibility and let districts decide how to spend substantial new dollars by adopting a new watershed state finance policy, the Local Control Funding Formula (LCFF). Our December 2017 analysis examines financial

Taking stock of California’s weighted student funding overhaul: What have districts done with their spending flexibility?2019-03-23T13:42:02+00:00

Did districts concentrate new state money on highest-needs schools? Answer: Depends on the district.

2019-03-23T13:43:35+00:00

Marguerite Roza, Tim Coughlin and Laura Anderson December 2017 California in 2013 implemented a watershed weighted student funding formula (WSF) that deployed substantial new funds to districts based on their counts of student types, while also stripping long-standing spending constraints on districts. The state finance formula (the Local Control Funding Formula or LCFF) specifically boosted allocations to

Did districts concentrate new state money on highest-needs schools? Answer: Depends on the district.2019-03-23T13:43:35+00:00

California’s weighted student funding formula: Does it help money matter more?

2019-03-23T13:52:47+00:00

Elena Derby and Marguerite Roza December 2017 California in 2013 moved to drive more resources for students with higher needs, create more spending flexibility and let districts decide how to spend substantial new dollars by adopting a new watershed state finance policy, the Local Control Funding Formula (LCFF). As California’s Weighted Student Funding (WSF) law enters Year

California’s weighted student funding formula: Does it help money matter more?2019-03-23T13:52:47+00:00

Analyzing early impacts of California’s Local Control Funding Formula

2019-03-31T14:02:05+00:00

This three-part series analyzes the early impacts of California’s 2013 adoption of the watershed Local Control Funding Formula. The state’s move effectively shifted control over spending decisions from the state legislature to local school districts and eliminated a slew of state-imposed spending rules that many local districts saw as impediments to doing the most with their dollars.

Analyzing early impacts of California’s Local Control Funding Formula2019-03-31T14:02:05+00:00

What does the ESSA financial transparency requirement mean for districts?

2019-03-31T14:48:22+00:00

Marguerite Roza In this webinar hosted by AASA, Marguerite Roza provides an overview of the financial transparency requirement in the Every Student Succeeds Act, highlight lessons learned from states working towards meeting the requirement, and provide a district lens for thinking about the opportunities this new data can provide. View the recorded webinar View Presentation

What does the ESSA financial transparency requirement mean for districts?2019-03-31T14:48:22+00:00

Productivity Improvements Paper Series

2019-04-09T11:42:28+00:00

Marguerite Roza, Jim Simpkins, Jessica Jonovski and Amanda Warco Below are links to several papers by Edunomics Lab cost modeling productivity improvements. The Real Deal on K-12 Staffing In the absence of reliable estimates of national K-12 staffing, Jim Simpkins and Marguerite Roza compile data from several national sources to determine historical K-12 staffing ratios. Their analysis

Productivity Improvements Paper Series2019-04-09T11:42:28+00:00

The Equity Problem in Teacher Pensions

2019-03-23T14:37:54+00:00

Marguerite Roza and Katherine Hagan January 2017 Research has shown that teachers and salaries are inequitably distributed within school districts, but the same rationale has yet to be applied to pension wealth. This new paper by Marguerite Roza shows how high-minority schools receive fewer dollars in pension wealth than low-minority schools within the same district, and makes the

The Equity Problem in Teacher Pensions2019-03-23T14:37:54+00:00

Breaking tradition: A fixed-dollar pay raise strategy that benefits teachers and school districts

2019-04-09T12:24:26+00:00

Marguerite Roza November 2015 In this analysis Marguerite Roza examines both the degree to which pay systems for teachers are more heavily back-loaded than for many other professions and the ramifications of this steep salary curve for teachers, states and school districts. She details how teachers and school districts could benefit by switching from doling out raises

Breaking tradition: A fixed-dollar pay raise strategy that benefits teachers and school districts2019-04-09T12:24:26+00:00

Turning a Benefits Conundrum into a Potential Opportunity for Teachers and Students

2019-04-09T12:36:09+00:00

Marguerite Roza April 2015 Teacher benefit costs are rising faster than salaries and new revenues are unlikely to appear. This new analysis by Marguerite Roza shows how a longer work year could increase teachers’ annual salaries and improve student outcomes. This unique solution works best as a flexible option for districts. Read More

Turning a Benefits Conundrum into a Potential Opportunity for Teachers and Students2019-04-09T12:36:09+00:00

Title I: Time to Get It Right

2019-04-09T12:50:04+00:00

Marguerite Roza and Robin Lake March 2015 In this brief Marguerite Roza and Robin Lake, Center on Reinventing Public Education, reflect on the goals of Title I and offer five key principles to guide changes to Title I to fulfill its promise to poor students. Read More

Title I: Time to Get It Right2019-04-09T12:50:04+00:00

Paying the Best Teachers More to Teach More Students

2019-04-11T03:12:43+00:00

Marguerite Roza and Amanda Warco February 2015 Research has found that the impact of an effective teacher outweighs the impacts of smaller class sizes. In this analysis authors Marguerite Roza and Amanda Warco find allowing our best teachers to teach more students in lieu of hiring additional staff could offer teachers bonuses as high as $10,357 to

Paying the Best Teachers More to Teach More Students2019-04-11T03:12:43+00:00

How Late-Career Raises Drive Teacher-Pension Debt

2019-08-21T20:38:26+00:00

Marguerite Roza and Jessica Jonovski December 2014 Teacher salary decisions are often made with little connection to the pension obligations they entail. In this paper, authors Marguerite Roza and Jessica Jonovski model the impacts of late-term raises on teacher pension obligations showing that on average each dollar raise triggers $10 to $16 in new taxpayer obligations. The

How Late-Career Raises Drive Teacher-Pension Debt2019-08-21T20:38:26+00:00

Can decentralization improve Seattle schools?

2019-04-10T21:22:06+00:00

Marguerite Roza and Jim Simpkins December 2014 In this OpEd Marguerite Roza and Jim Simpkins suggest Seattle Public Schools consider allocation policies similar to many large urban districts that give schools control over how they use district funds to educate their school community. Read More

Can decentralization improve Seattle schools?2019-04-10T21:22:06+00:00

Denver Public Schools: Making More Money Follow Students

2019-04-11T12:34:35+00:00

Marguerite Roza and Cory Edmonds June 2014 Denver Public Schools: Making More Money Follow Students In this paper authors Marguerite Roza and Cory Edmonds share how Denver Public Schools has over time steadily increased the amount of district funds deployed through its student based allocation formula. Read More

Denver Public Schools: Making More Money Follow Students2019-04-11T12:34:35+00:00

What Portion of District Funds Follow Students?

2019-04-11T12:38:56+00:00

Marguerite Roza and Cory Edmonds June 2014 In this paper authors Marguerite Roza and Cory Edmonds examine 12 urban district budgets for FY 2014 to determine the percentage of each district's total resources allocated on the basis of students and discuss the similarities and differences in their student based allocation formulas. Read More View Updated Research

What Portion of District Funds Follow Students?2019-04-11T12:38:56+00:00

Boston Public Schools: Weighting What Matters

2019-04-11T12:42:18+00:00

Marguerite Roza and Cory Edmonds June 2014 In this paper authors Marguerite Roza and Cory Edmonds share how in recent years, Boston Public Schools detailed student based allocation formula has undergone several revisions both to further refine student categories and to deploy additional portions of the district’s resources. Read More

Boston Public Schools: Weighting What Matters2019-04-11T12:42:18+00:00

How much money follows the student in WSF (aka SBA) districts?

2019-04-12T02:55:00+00:00

Cory Edmonds AEFP 2014 In this presentation given at the 39th annual conference of the Association for Education Finance and Policy, Cory Edmonds shared the findings of an Edunomics Lab study exploring seven urban school districts utilizing a student based allocation formula to determine the portion of total district funds allocated by the formula. Read More

How much money follows the student in WSF (aka SBA) districts?2019-04-12T02:55:00+00:00

Rethinking Class Size to Expand Access to Best Teachers and Raise Pay

2019-04-12T02:59:41+00:00

Suzanne Simburg AEFP 2014 In this presentation given at the 39th annual conference of the Association for Education Finance and Policy Suzanne Simburg shared the findings of an Edunomics Lab study exploring cost neutral options to raise teacher pay and provide more students with access to the best teachers. Read More

Rethinking Class Size to Expand Access to Best Teachers and Raise Pay2019-04-12T02:59:41+00:00

Taking Off the Heat

2019-04-14T14:48:00+00:00

Marguerite Roza January 2014 On January 29, 2014 Marguerite Roza shared risks and rewards that emerge when districts “decentralize” engagement around financial decisions to the school level with Portfolio School District Network members in Houston, TX. Read More

Taking Off the Heat2019-04-14T14:48:00+00:00

VisionSBA: K-12 Financial Modeling Tool

2019-03-06T04:47:55+00:00

VisionSBA: K-12 Financial Modeling Tool VisionSBA provides education leaders with a unique outlook on spending by school level within a district, delivering insight into relative spending across schools adjusted for each school’s actual mix of students. This interactive tool developed by Marguerite Roza and Jim Simpkins answers the question: “How much does each school spend relative to all other schools

VisionSBA: K-12 Financial Modeling Tool2019-03-06T04:47:55+00:00

The Case Against High School Sports

2019-04-17T20:10:18+00:00

Amanda Ripley October 2013 In this article published by The Atlantic author Amanda Ripley, describes the role of high school sports in the American education system, how current resource allocations favor sports over academics and consequences as American students fall behind in international rankings and draws on Marguerite Roza’s research. Read More

The Case Against High School Sports2019-04-17T20:10:18+00:00

Dollars and Sense Accountability

2019-04-17T20:16:14+00:00

Marguerite Roza July 2013 In July 2013 Marguerite Roza spoke with 23 district leaders, charter organizations and funders at the Portfolio School District Network meeting in Seattle. Using a recent analysis of Minneapolis Public Schools Marguerite discussed how districts could start to view schools in terms of costs and outcomes and using this lens to support the

Dollars and Sense Accountability2019-04-17T20:16:14+00:00

Funding Phantom Students

2019-04-17T22:10:56+00:00

Marguerite Roza and Jon Fullerton Summer 2013 In this brief published by Education Next, authors Marguerite Roza and Jon Fullerton describe a common practice that inhibits both efficiency and productivity: funding students who do not actually attend school in funded districts and how this is often overlooked by state leaders. Read this Report

Funding Phantom Students2019-04-17T22:10:56+00:00

How Current Education Governance Distorts Financial Decisionmaking

2019-04-17T22:16:22+00:00

Marguerite Roza January 2013 Marguerite Roza authored chapter three of Education Governance for the Twenty-First Century (P. McGuinn and P. Manna, eds). This book comprehensively assesses the strengths and weaknesses of what remains of the old in education governance, scrutinizes how traditional governance forms are changing, and suggests how governing arrangements might be further altered to produce

How Current Education Governance Distorts Financial Decisionmaking2019-04-17T22:16:22+00:00

Student-Based Allocation to Enable School Choice

2019-03-06T04:47:56+00:00

Student-Based Allocation to Enable School Choice This brief authored by Marguerite Roza and Suzanne Simburg published by Center on Reinventing Public Education explains the need for student-based allocation to enable student choice and portable funding across schools within districts. Read this report

Student-Based Allocation to Enable School Choice2019-03-06T04:47:56+00:00

What Happens to Teacher Salaries During a Recession?

2019-04-20T13:46:19+00:00

Marguerite Roza, Suzanne Simburg, Jim Simpkins December 2012 This study by Marguerite Roza, Suzanne Simburg, Jim Simpkins uses data from Seattle Public Schools to explore actual salary changes amidst rapid changes in economic context and the effect of the recession on teacher pay. This Rapid Response brief was published by the Center on Reinventing Public Education.

What Happens to Teacher Salaries During a Recession?2019-04-20T13:46:19+00:00

Q&A on the Chicago Teachers Contract Math

2019-04-20T13:54:46+00:00

Marguerite Roza September 2012 In this Rapid Response brief published by Center on Reinventing Public Education author Marguerite Roza examines the real numbers on the Chicago teachers contract costs. Read More

Q&A on the Chicago Teachers Contract Math2019-04-20T13:54:46+00:00

Chicago Teacher Salaries in the Regional Chicago Context

2019-04-20T13:58:27+00:00

Marguerite Roza September 2012 In Rapid Response brief published by Center on Reinventing Public Education author Marguerite Roza examines at how Chicago teacher salaries compare in regional and national contexts. Read More

Chicago Teacher Salaries in the Regional Chicago Context2019-04-20T13:58:27+00:00

The Promise of Cafeteria-Style Benefits for Districts and Teachers

2019-04-21T13:14:55+00:00

Noah Wepman, Marguerite Roza and Cristina Sepe December 2010 This brief by Noah Wepman, Marguerite Roza and Cristina Sepe describes how a different method of supplying benefits to employees might work for districts: cafeteria plans. While typical school district plans offer a one-size-fits-all package of benefits to employees, cafeteria plans allow employees to customize their benefits within

The Promise of Cafeteria-Style Benefits for Districts and Teachers2019-04-21T13:14:55+00:00

A False Dilemma: Should decisions about education resource use be made at the state or local level?

2019-04-21T13:36:38+00:00

Thomas B. Timar and Marguerite Roza May 2010 As states have assumed a greater role in financing education and the assumption of local control has been replaced by systems of state control. This shift in authority raises several critical questions. In this paper published by the American Journal of Education the authors, Thomas B. Timar and Marguerite

A False Dilemma: Should decisions about education resource use be made at the state or local level?2019-04-21T13:36:38+00:00

Beyond Teacher Reassignments: Better Ways Districts Can Remedy Salary Inequities Across Schools

2019-03-06T04:48:16+00:00

Beyond Teacher Reassignments: Better Ways Districts Can Remedy Salary Inequities Across Schools This Rapid Response brief by Marguerite Roza and Sarah Yatsko demonstrates how, contrary to common worry, closing Title I's "comparability provision" loophole would not force districts to mandatorily reassign teachers. This paper was published by Center on Reinventing Public Education. Read this report

Beyond Teacher Reassignments: Better Ways Districts Can Remedy Salary Inequities Across Schools2019-03-06T04:48:16+00:00

Now is a Great Time to Compute the Per-Unit Cost of Everything in Education

2019-03-06T04:48:16+00:00

Now is a Great Time to Compute the Per-Unit Cost of Everything in Education This paper by Marguerite Roza examines how calculating the per unit costs of what schools or districts can deliver can provide the best insight into the implications of all that spending. This paper was prepared for the American Enterprise Institute and Thomas B. Fordham Institute conference,

Now is a Great Time to Compute the Per-Unit Cost of Everything in Education2019-03-06T04:48:16+00:00

Seniority-Based Layoffs Will Exacerbate Job Loss in Public Education

2019-04-21T13:48:15+00:00

Marguerite Roza February 2009 In this Rapid Response brief, published by Center on Reinventing Public Education, Marguerite Roza details why K-12 school districts that lay off personnel according to seniority cause disproportionate damage to their programs and students than if layoffs were determined on a seniority-neutral basis. Button Text

Seniority-Based Layoffs Will Exacerbate Job Loss in Public Education2019-04-21T13:48:15+00:00

Understanding Student-Weighted Allocation as a Means to Greater School Resource Equity

2019-10-02T19:41:17+00:00

Karen Hawley Miles and Marguerite Roza December 2006 This article by Karen Hawley Miles and Marguerite Roza examines how the shift to student-weighted allocation affected the pattern of resource distribution within 2 districts: the Houston Independent School District and Cincinnati Public Schools. This study published in Peabody Journal of Education provides evidence that student-weighted allocation can be

Understanding Student-Weighted Allocation as a Means to Greater School Resource Equity2019-10-02T19:41:17+00:00

How Districts Shortchange Low-Income and Minority Students

2019-04-21T14:04:34+00:00

Marguerite Roza 2006 This article by Marguerite Roza appeared in Funding Gaps 2006, a report published by Education Trust. The full report documents how school finance policy choices at the federal, state, and district levels systematically stack the deck against students who need the most support from their schools. Dr. Roza's analysis demonstrates that, despite district bookkeeping

How Districts Shortchange Low-Income and Minority Students2019-04-21T14:04:34+00:00

Pennywise and Pound Foolish in Education

2019-05-23T23:22:37+00:00

Pennywise and Pound Foolish in Education This article written by Marguerite Roza and Paul Hill provides an overview of school funding. With the understanding that no one exactly knows how money for schools is spent and who receives the money, the authors suggest that weighed student funding would show exactly where the money is going and foster transparency and

Pennywise and Pound Foolish in Education2019-05-23T23:22:37+00:00

A Cost Allocation Model for Shared District Resources: A Means for Comparing Spending Across Schools

2019-05-23T23:57:03+00:00

Lawrence J. Miller, Marguerite Roza, and Claudine Swartz Recent policy changes at the state and federal level have made schools the focus of accountability. However, under current budgeting practices, it is difficult to assess how resources are distributed between schools and whether every school is afforded the same opportunities to meet its educational goals. This paper authored

A Cost Allocation Model for Shared District Resources: A Means for Comparing Spending Across Schools2019-05-23T23:57:03+00:00

Leveling the Playing Field: Creating Funding Equity Through Student-Based Budgeting

2019-05-23T23:32:36+00:00

Karen Hawley Miles, Kathleen Ware, and Marguerite Roza When Cincinnati Public Schools devised a reform strategy for improving student performance, it became clear that the district's traditional budgeting system was inadequate. This report, published by The Phi Delta Kappa, traces the district's process of moving to a system of student based budgeting: funding children rather than staff

Leveling the Playing Field: Creating Funding Equity Through Student-Based Budgeting2019-05-23T23:32:36+00:00