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

What will the financial turmoil mean for public education?

2020-05-29T20:06:37+00:00

In this webinar series, Marguerite Roza shares what we are learning as the financial outlook for public education evolves and implications for states and districts as they make financial plans for the coming weeks and year.


What will the financial turmoil mean for public education?2020-05-29T20:06:37+00:00

Straight Talk In Financially Uncertain Times: How District Leaders Can Communicate About The Messy Financial Landscape Coming Their Way

2020-05-22T23:41:26+00:00

In this guest blog post, Laura Anderson and Marguerite Roza share how district leaders can best communicate financial decisions to their staff and communities in order to build trust.


Straight Talk In Financially Uncertain Times: How District Leaders Can Communicate About The Messy Financial Landscape Coming Their Way2020-05-22T23:41:26+00:00

New Financial Data Spotlight the District Role in Distributing Dollars Across Schools

2020-04-29T20:48:42+00:00

In this Education Next article, Marguerite Roza and Laura Anderson share what we’re learning from early explorations of the data and the opportunities it provides for education leaders.


New Financial Data Spotlight the District Role in Distributing Dollars Across Schools2020-04-29T20:48:42+00:00

How the coronavirus shutdown will affect school district revenues

2020-04-20T18:06:03+00:00

In this Brookings Chalkboard blog, Marguerite Roza discusses what a larger state role in education funding means for districts during an economic downturn.


How the coronavirus shutdown will affect school district revenues2020-04-20T18:06:03+00:00

The Big Bet on Adding Staff to Improve Schools Is Breaking the Bank

2020-03-16T22:25:45+00:00

By going all-in on staffing, we’ve crowded out other potential investments­ that can positively impact student learning. In this paper, Marguerite Roza writes that competing strategies should be viewed through the lens of which can do the most for students with the limited dollars at hand.


The Big Bet on Adding Staff to Improve Schools Is Breaking the Bank2020-03-16T22:25:45+00:00

The “Would You Rather?” Test

2020-03-16T22:31:39+00:00

Education spending always involves choices, and smart choices require understanding value for the dollar. This paper uses the "would you rather" exercise to explore tradeoffs in school spending and think through the value of various cost-equivalent investments.


The “Would You Rather?” Test2020-03-16T22:31:39+00:00

A Guide for SEA-led Resource Allocation Reviews. Appendix 1: Sample Data Report

2020-04-17T03:09:02+00:00

Resource allocation reviews (RARs) in districts that serve low-performing schools offer a new opportunity to examine the connection between resource allocation and academic outcomes. This sample data report is an example of what state leaders can assemble and share with district leaders.


A Guide for SEA-led Resource Allocation Reviews. Appendix 1: Sample Data Report2020-04-17T03:09:02+00:00

Webinar: The Changing Role of Education Finance Leadership

2020-04-17T03:07:40+00:00

This webinar explores 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,” and what each means for states and districts.


Webinar: The Changing Role of Education Finance Leadership2020-04-17T03:07:40+00:00

Spending patterns, equity and achievement in districts using weighted student funding

2020-04-17T03:14:00+00:00

As part of a three-year study funded by Institute of Education Sciences, Edunomics Lab researchers assembled this dataset with base-level knowledge needed to categorize and test types of weighted student funding models.


Spending patterns, equity and achievement in districts using weighted student funding2020-04-17T03:14:00+00:00

Weighted Student Funding Is On The Rise. Here’s What We Are Learning

2020-04-17T03:13:06+00:00

In this blog, Marguerite Roza discusses initial findings from our IES-funded research study that seeks to document the range of WSF formulas and detail how they are being implemented in school systems around the nation.


Weighted Student Funding Is On The Rise. Here’s What We Are Learning2020-04-17T03:13:06+00:00

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

2020-03-17T04:00:05+00:00

In this Brookings Chalkboard blog post, Marguerite Roza discusses new U.S. Department of Education guidance on monitoring the “supplement-not-supplant” (SNS) provision of Title I.


New Education Department guidance on supplement-not-supplant: Sorry not sorry2020-03-17T04:00:05+00:00

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

2020-04-17T02:48:15+00:00

In this commentary, Marguerite Roza writes that districts have a chance to strategically prepare for the inevitable economic downturn by reducing recurring costs and resisting more hiring; shifting budget choices to schools, allowing them to protect what matters most; and building trust around money and engaging community in tradeoffs.


Dear districts: These are the glory days. Are you ready for tomorrow’s financial pain?2020-04-17T02:48:15+00:00

Webinar: An Introduction to Student-Based Allocation

2020-04-17T03:16:13+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 Allocation2020-04-17T03:16:13+00:00

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

2020-03-17T04:48:41+00:00

In 2013 California adopted the Local Control Funding Formula (LCFF) to drive more resources to students with higher needs, create more spending flexibility, and let districts decide how to spend substantial new dollars. Our analysis examines financial data from nearly all California school systems to clarify how their spending choices changed in the first three years of the new state funding law.


Taking stock of California’s weighted student funding overhaul: What have districts done with their spending flexibility?2020-03-17T04:48:41+00:00

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

2020-03-17T04:55:33+00:00

Our analysis of eight districts takes a first look at whether CA districts did, under LCFF, allocate a larger share of their new funds to their highest-needs schools.


Did districts concentrate new state money on highest-needs schools? Answer: Depends on the district.2020-03-17T04:55:33+00:00

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

2020-03-17T05:03:12+00:00

As California’s LCFF enters Year 5 of implementation, this brief analyzes whether we are seeing an improved relationship between spending and outcomes.


California’s weighted student funding formula: Does it help money matter more?2020-03-17T05:03:12+00:00

Analyzing early impacts of California’s Local Control Funding Formula

2020-03-17T05:11:44+00:00

In 2013, California adopted the Local Control Funding Formula, shifting control over spending decisions from the state legislature to local school districts and eliminating many state-imposed spending rules. This three-part series analyzes early impacts of the LCFF, one of the nation’s largest weighted student funding (WSF) overhauls to date.


Analyzing early impacts of California’s Local Control Funding Formula2020-03-17T05:11:44+00:00

Webinar: What does the ESSA financial transparency requirement mean for districts?

2020-04-17T03:18:09+00:00

This webinar provides an overview of the financial transparency requirement in the Every Student Succeeds Act, highlight lessons learned from states working toward meeting the requirement, and provide a district lens for thinking about the opportunities this new data can provide.


Webinar: What does the ESSA financial transparency requirement mean for districts?2020-04-17T03:18:09+00:00

Productivity Improvements Paper Series

2020-03-16T21:36:47+00:00

These five Rapid Response briefs model the costs of productivity improvements in K-12 education, including changes in staffing ratios, the impact of late-career teacher pay raises on pension debt, and paying the best teachers more to teach more students.


Productivity Improvements Paper Series2020-03-16T21:36:47+00:00

The Equity Problem in Teacher Pensions

2020-03-16T21:38:41+00:00

This brief shows how high-minority schools receive fewer dollars in pension wealth than low-minority schools within the same district, and makes the case for pension dollars to be more transparent and included in discussions around K-12 spending equity.


The Equity Problem in Teacher Pensions2020-03-16T21:38:41+00:00

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

2020-03-16T21:54:49+00:00

In this paper we examine 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.


Breaking tradition: A fixed-dollar pay raise strategy that benefits teachers and school districts2020-03-16T21:54:49+00:00

How the teacher pay raise formula could worsen Seattle’s inequity

2020-03-16T22:04:10+00:00

In this oped Marguerite Roza describes one critical issue underlying the fall 2015 Seattle Public Schools teachers' strike that neither the Seattle School District nor the Seattle Education Association.


How the teacher pay raise formula could worsen Seattle’s inequity2020-03-16T22:04:10+00:00

Title I: Time to Get It Right

2020-03-16T22:32:31+00:00

In this brief on the landmark federal law’s 50th anniversary, we offer five key principles to help policymakers revise Title I so that it fulfills its promise of augmenting funding for poor students.


Title I: Time to Get It Right2020-03-16T22:32:31+00:00

Paying the Best Teachers More to Teach More Students

2020-04-17T03:24:36+00:00

In this analysis we find how allowing our best teachers to teach more students in lieu of hiring additional staff could offer significant teacher bonuses. Findings are modeled state-by-state.


Paying the Best Teachers More to Teach More Students2020-04-17T03:24:36+00:00

How Late-Career Raises Drive Teacher-Pension Debt

2020-03-16T23:56:22+00:00

In this paper we 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 and provide suggestions to mitigate such impacts while improving incentives for early and mid career teachers.


How Late-Career Raises Drive Teacher-Pension Debt2020-03-16T23:56:22+00:00

Can decentralization improve Seattle schools?

2020-03-16T23:40:52+00:00

In this op-ed, we argue that when the district decides what positions to fund in a school—rather than the school being empowered to decide based on its community priorities—it destroys goodwill and trust in the school system.


Can decentralization improve Seattle schools?2020-03-16T23:40:52+00:00

Denver Public Schools: Making More Money Follow Students

2020-03-17T00:31:00+00:00

This two-page brief outlines how Denver Public Schools has steadily increased the amount of district funds funneled through the student based allocation formula the school system adopted in 2008. In fiscal 2014, the district allocated $3235 million, or approximately 38 percent, of its $865 million budget.


Denver Public Schools: Making More Money Follow Students2020-03-17T00:31:00+00:00

What Portion of District Funds Follow Students?

2020-03-17T00:41:10+00:00

Part of our ongoing study of budgets in systems implementing student based allocation, in this four-page brief we analyze 12 district budgets and find that the systems allocate roughly 24 to 42 percent of their funds through an SBA formula.


What Portion of District Funds Follow Students?2020-03-17T00:41:10+00:00

Boston Public Schools: Weighting What Matters

2020-03-17T00:33:04+00:00

In this three-page brief, we analyze the share of district dollars Boston Public Schools funneled through its student based allocation formula, adopted in 2012. In fiscal 2014, the district allocated $3235 million, or approximately 38 percent, of its $865 million budget through the formula.


Boston Public Schools: Weighting What Matters2020-03-17T00:33:04+00:00

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

2020-03-17T00:57:38+00:00

In this presentation at the annual Association for Education Finance and Policy conference, we share our findings that the percent of total funds allocated via student based allocation (%SBA) ranges from a low of 23 percent to a high of 45 percent among ten urban school districts studied.


How much money follows the student in WSF (aka SBA) districts?2020-03-17T00:57:38+00:00

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

2020-04-08T22:38:55+00:00

In this presentation at the annual Association for Education Finance and Policy conference, we share our exploration and cost modeling of cost-neutral options to raise teacher pay and give more students access to the best teachers.


Rethinking Class Size to Expand Access to Best Teachers and Raise Pay2020-04-08T22:38:55+00:00

Taking Off the Heat

2020-04-08T22:39:36+00:00

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.


Taking Off the Heat2020-04-08T22:39:36+00:00

VisionSBA: K-12 Financial Modeling Tool

2020-04-08T22:31:50+00:00

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 in this district taking into account its particular mix of students?”


VisionSBA: K-12 Financial Modeling Tool2020-04-08T22:31:50+00:00

The Case Against High School Sports

2020-03-17T05:35:47+00:00

In this article published by The Atlantic, author Amanda Ripley draws on Marguerite Roza’s research as she 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.


The Case Against High School Sports2020-03-17T05:35:47+00:00

Funding Phantom Students

2020-03-16T16:38:53+00:00

This brief describes 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.


Funding Phantom Students2020-03-16T16:38:53+00:00

How Current Education Governance Distorts Financial Decisionmaking

2020-03-16T16:35:19+00:00

In this chapter, Roza 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 better educational outcomes for children.


How Current Education Governance Distorts Financial Decisionmaking2020-03-16T16:35:19+00:00

Student-Based Allocation to Enable School Choice

2020-03-16T16:34:29+00:00

This brief explains the need for student-based allocation to enable student choice and portable funding across schools within districts.


Student-Based Allocation to Enable School Choice2020-03-16T16:34:29+00:00

What Happens to Teacher Salaries During a Recession?

2020-04-17T02:41:17+00:00

This study 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.


What Happens to Teacher Salaries During a Recession?2020-04-17T02:41:17+00:00

The Promise of Cafeteria-Style Benefits for Districts and Teachers

2020-03-16T16:03:12+00:00

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 a given cost, an option districts may want to consider.


The Promise of Cafeteria-Style Benefits for Districts and Teachers2020-03-16T16:03:12+00:00

A False Dilemma: Should Decisions About Education Resource Use Be Made at the State or Local Level?

2020-03-16T15:56:32+00:00

The shift in authority from the local to the state level raises several critical questions. In this paper, the authors suggest that the question should be “What obstacles prevent better connections between real dollars and valuable resources for students?”


A False Dilemma: Should Decisions About Education Resource Use Be Made at the State or Local Level?2020-03-16T15:56:32+00:00

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

2020-04-17T02:56:50+00:00

This brief demonstrates how, contrary to common worry, closing Title I's "comparability provision" loophole would not force districts to mandatorily reassign teachers.


Beyond Teacher Reassignments: Better Ways Districts Can Remedy Salary Inequities Across Schools2020-04-17T02:56:50+00:00

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

2020-03-13T22:48:32+00:00

This paper 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. 


Now is a Great Time to Compute the Per-Unit Cost of Everything in Education2020-03-13T22:48:32+00:00

Seniority-Based Layoffs Will Exacerbate Job Loss in Public Education

2020-04-17T02:59:06+00:00

This brief 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.


Seniority-Based Layoffs Will Exacerbate Job Loss in Public Education2020-04-17T02:59:06+00:00

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

2020-03-13T22:49:46+00:00

This study examines Houston ISD and Cincinnati Public Schools, providing evidence that student-weighted allocation can be a means toward greater resource equity among schools within districts.


Understanding Student-Weighted Allocation as a Means to Greater School Resource Equity2020-03-13T22:49:46+00:00

How Districts Shortchange Low-Income and Minority Students

2020-03-13T22:50:25+00:00

Dr. Roza's analysis demonstrates that, despite district bookkeeping practices that make funding across schools within the same district appear relatively comparable, substantially less money is spent in high-poverty and high-minority schools.


How Districts Shortchange Low-Income and Minority Students2020-03-13T22:50:25+00:00

Pennywise and Pound Foolish in Education

2020-03-13T22:50:54+00:00

The authors suggest that weighed student funding would show exactly where the money is going and foster transparency and accountability for performance, thereby potentially closing the gaps in local public service quality between the privileged and the disadvantaged.


Pennywise and Pound Foolish in Education2020-03-13T22:50:54+00:00

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

2020-03-13T22:51:14+00:00

It can be 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 addresses one key driver of spending variation between schools: shared district resources.


A Cost Allocation Model for Shared District Resources: A Means for Comparing Spending Across Schools2020-03-13T22:51:14+00:00

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

2020-03-13T22:51:36+00:00

This report traces Cincinnati Public Schools' process of moving to a system of student based budgeting: funding children rather than staff members, and weighting the funding according to schools and students' needs.


Leveling the Playing Field: Creating Funding Equity Through Student-Based Budgeting2020-03-13T22:51:36+00:00