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

What will MoEquity mean for district budgets?

2021-08-19T23:21:56+00:00

In this webinar Marguerite Roza and Chad Aldeman discuss the new guidance for the maintenance of equity provision and what it would mean for districts faced with implementing it.


What will MoEquity mean for district budgets?2021-08-19T23:21:56+00:00

Wise Spending of Your Federal Relief Funds

2021-08-03T20:37:02+00:00

As school districts decide how to spend their flexible federal relief funding, Marguerite Roza and Chad Aldeman offer five key questions to help ensure they make the most of it for students.


Wise Spending of Your Federal Relief Funds2021-08-03T20:37:02+00:00

5 Ways Principals Can Make Federal Relief Money Matter More For Their Students

2021-07-27T21:59:58+00:00

Marguerite Roza and Laura Anderson map five ways principals can help make the most of the American Rescue Plan dollars, in a blog published by the National Association of Elementary School Principals.


5 Ways Principals Can Make Federal Relief Money Matter More For Their Students2021-07-27T21:59:58+00:00

Communication Template for Principals on Use of Federal Relief Funds

2021-09-10T18:36:41+00:00

Based on messaging research on how district staff, principals, teachers, and parents engage with and react to information about school finance, this template will help principals engage their community in a way that cultivates trust and helps make the most of the federal relief dollars.  


Communication Template for Principals on Use of Federal Relief Funds2021-09-10T18:36:41+00:00

Will the American Rescue Plan’s ‘Meaningful Consultation’ Requirement Usher in Community Participation in School Budgets?

2021-07-26T20:22:40+00:00

In Forbes, Marguerite Roza writes that the federal requirement for “meaningful consultation” on the use of ARP funds sounds like a call for participatory budgeting, and wonders whether it could prompt a new level of civic engagement in school spending.


Will the American Rescue Plan’s ‘Meaningful Consultation’ Requirement Usher in Community Participation in School Budgets?2021-07-26T20:22:40+00:00

Smart ways to cover the coming ‘year of ed finance’

2021-06-28T20:54:52+00:00

Marguerite Roza offers six tips for reporters on covering how school districts choose to spend $122 billion in flexible American Rescue Plan funds, the biggest onetime federal payout to schools ever.


Smart ways to cover the coming ‘year of ed finance’2021-06-28T20:54:52+00:00

Early Analysis of State ARP Plans

2021-09-01T19:04:26+00:00

Using a financial lens, the Edunomics Lab team offers an early analysis of state education agency plans for using ARP funds.


Early Analysis of State ARP Plans2021-09-01T19:04:26+00:00

Let Schools, Not District Offices, Decide How to Spend Some Federal Aid

2021-09-10T18:39:32+00:00

In this Education Next commentary, Marguerite Roza and Jessica Swanson suggest that districts give a portion of federal relief dollars directly to schools to decide how best to spend on behalf of their students.


Let Schools, Not District Offices, Decide How to Spend Some Federal Aid2021-09-10T18:39:32+00:00

Best- and worst-case scenarios for how school stimulus dollars will be spent

2021-04-13T00:19:41+00:00

Will an unprecedented federal infusion of money lead to an unprecedented recovery effort? In this Thomas B. Fordham Institute blog, Chad Aldeman considers the range of possibilities.


Best- and worst-case scenarios for how school stimulus dollars will be spent2021-04-13T00:19:41+00:00

With federal relief dollars on the way, districts face big decisions

2021-04-13T00:21:17+00:00

In this Education Next commentary, Marguerite Roza and Chad Aldeman suggest that it's a good time for leaders to employ the classic "would you rather" test to help explore spending tradeoffs and think through the cost and value of competing investments. 


With federal relief dollars on the way, districts face big decisions2021-04-13T00:21:17+00:00

Remote or in Person? Underspending or Running Deficits? What School Reopening Decisions Mean for District Budgets

2021-03-22T22:04:48+00:00

An Edunomics Lab analysis finds that while many districts are struggling financially, those that have remained mostly or entirely virtual have actually been able to save money. Some are even on pace to run surpluses this year.


Remote or in Person? Underspending or Running Deficits? What School Reopening Decisions Mean for District Budgets2021-03-22T22:04:48+00:00

School Spending Data: A New National Data Archive

2021-01-28T23:26:00+00:00

This paper introduces a new national data archive that will capture year-over-year school-by-school spending figures reported by each state and enable easier cost-benefit analysis and new research on equity, innovation, and productivity at the school level.


School Spending Data: A New National Data Archive2021-01-28T23:26:00+00:00

Financial Leadership: Meeting This Moment

2020-12-09T20:41:31+00:00

This article in School Business Affairs magazine illuminates the critical need to develop district leaders' strategic finance skills.


Financial Leadership: Meeting This Moment2020-12-09T20:41:31+00:00

Analysis: California Gives Districts Extra Money for Highest-Needs Students. But It Doesn’t Always Get to the Highest-Needs Schools

2020-12-08T22:05:22+00:00

In this analysis, Katie Silberstein and Marguerite Roza studied whether funds allocated by California's Local Control Funding Formula actually made it to the highest-needs schools.


Analysis: California Gives Districts Extra Money for Highest-Needs Students. But It Doesn’t Always Get to the Highest-Needs Schools2020-12-08T22:05:22+00:00

Use caution, district leaders: Even in a pandemic, there’s no immunity from financial missteps

2021-03-09T01:18:23+00:00

In this Thomas B. Fordham Institute article, Marguerite Roza warns that district leaders may be at a higher risk for accusations of financial missteps.


Use caution, district leaders: Even in a pandemic, there’s no immunity from financial missteps2021-03-09T01:18:23+00:00

ED Surprises SEAs with New Data Release

2020-11-07T00:47:38+00:00

In this blog, Marguerite Roza discusses efforts to make new school-by-school spending data easier to find, interpret, and use.


ED Surprises SEAs with New Data Release2020-11-07T00:47:38+00:00

When it Comes to School Funds, Hold-Harmless Provisions Aren’t “Harmless”

2020-11-24T01:05:13+00:00

In this Education Next article, Marguerite Roza and Hannah Jarmolowski share how state leaders can address budget shortfalls without making disproportionate cuts to high-poverty districts.


When it Comes to School Funds, Hold-Harmless Provisions Aren’t “Harmless”2020-11-24T01:05:13+00:00

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

2020-08-03T20:19:18+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 Way2020-08-03T20:19:18+00:00

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

2020-08-03T20:24:15+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 Schools2020-08-03T20:24:15+00:00

How States Can Put Students at the Center of Their School Funding Formulas

2020-08-03T20:25:21+00:00

In this Hunt Institute "Making Sense of NC School Funding" blog, Marguerite Roza provides a national perspective on how states approach school funding.


How States Can Put Students at the Center of Their School Funding Formulas2020-08-03T20:25:21+00:00

Edunomics Lab against the tide: Yes, eliminate CRDC finance elements

2020-08-03T20:26:17+00:00

When the U.S. Department of Education proposed significant changes to the Civil Rights Data Collection, we broke with many of our peer organizations to write in support of eliminating the school finance portion.


Edunomics Lab against the tide: Yes, eliminate CRDC finance elements2020-08-03T20:26:17+00:00

Engaging principals in school-level financial data to boost student achievement

2021-05-03T23:45:10+00:00

During the Council of Great City School's fall conference in 2019, Cleveland Metropolitan School District, and Edunomics Lab shared insights using school-by-schools spending data and a framework for engaging school leaders in leveraging dollars for the greatest outcomes possible.


Engaging principals in school-level financial data to boost student achievement2021-05-03T23:45:10+00:00

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

2020-08-03T20:29:11+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 Report2020-08-03T20:29:11+00:00

Webinar: The Changing Role of Education Finance Leadership

2020-12-09T03:01:32+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 Leadership2020-12-09T03:01:32+00:00

A Way to Get School Finances Back Under Control

2020-08-03T23:28:15+00:00

This commentary lays out why it may be time for states to establish agencies modeled on the federal Government Accountability Office (GAO) to certify school district obligations before they take effect and push districts into financial crisis.


A Way to Get School Finances Back Under Control2020-08-03T23:28:15+00:00

Training School Leaders to Spend Wisely

2020-08-03T23:09:04+00:00

This article in Education Next shines a light on the pressing need to better support district and school leaders in their work on the spending side of the equation.


Training School Leaders to Spend Wisely2020-08-03T23:09:04+00:00

Understanding school finance is one thing. Being effective in communicating about it is another skill entirely

2020-08-03T23:05:05+00:00

This article provides tips for school, district, and state leaders to communicate effectively about school finance issues—whether the topic is a state funding formula, a local tax levy, teacher salaries, or spending on athletics—and build much-needed trust and understanding in the process.


Understanding school finance is one thing. Being effective in communicating about it is another skill entirely2020-08-03T23:05:05+00:00

Webinar: Taking Stock as SEAs Begin Releasing Per-Pupil Spending Data

2020-04-17T03:14:40+00:00

In this webinar, Marguerite Roza and Katie Hagan examine school-by-school expenditures in states where data are available. They share how leading states are incorporating financial transparency data in school and district report cards and discuss what can be learned from these early adopters.


Webinar: Taking Stock as SEAs Begin Releasing Per-Pupil Spending Data2020-04-17T03:14:40+00:00

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

2020-08-03T21:46:47+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 sorry2020-08-03T21:46:47+00:00

Equipping School Leaders to Spend Wisely

2020-03-17T04:25:13+00:00

In this article in the National Association of State Boards of Education journal, The Standard, Marguerite Roza writes that financial transparency presents state boards of education with a timely opportunity to turn the tide on local leader training.


Equipping School Leaders to Spend Wisely2020-03-17T04:25:13+00:00

A Checklist to Guide Data-Visualization Decisions

2020-03-17T04:32:05+00:00

This checklist will help SEAs determine what they hope to accomplish with their financial transparency reporting and which data elements to include in order to answer a range of critical questions.


A Checklist to Guide Data-Visualization Decisions2020-03-17T04:32:05+00:00

Interstate Financial Reporting

2020-03-17T04:40:17+00:00

Interstate Financial Reporting (IFR) was created by states, for states, to meet the financial data reporting requirement under ESSA—and maximize the value of their efforts. Based on a set of voluntary, minimal reporting criteria, IFR is designed to produce data that have common meaning and can be used to make valid, apples-to-apples comparisons of school-level per-pupil expenditures across states nationwide.


Interstate Financial Reporting2020-03-17T04:40:17+00:00

Four Approaches to Assigning Costs to Central Levels vs. School Levels When Calculating Per-Pupil Expenditures

2020-03-16T20:53:13+00:00

With ESSA requiring states to collect and report school-level per-student expenditures, state education agencies are considering setting statewide rules for assigning expenditures to the district or school level. In this brief, we map four approaches states can take and weigh benefits and considerations for each.


Four Approaches to Assigning Costs to Central Levels vs. School Levels When Calculating Per-Pupil Expenditures2020-03-16T20:53:13+00:00

School Level Finance Survey Converter Tool

2020-04-08T22:28:29+00:00

This downloadable tool helps states combine data from two existing federal surveys to calculate school-level per-pupil expenditures for all schools and districts in their survey files and meet the new financial transparency requirement under the Every Student Succeeds Act.


School Level Finance Survey Converter Tool2020-04-08T22:28:29+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

Financial Transparency & Equity

2020-04-17T03:18:55+00:00

The Every Student Succeeds Act (ESSA) requires all states to collect and report per-pupil expenditures down to the school level. These four videos may help state education agencies better understand the equity implications of financial transparency as they define and tackle their own financial transparency goals.


Financial Transparency & Equity2020-04-17T03:18:55+00:00

Financial Transparency Reporting Requirement: Where to start

2020-03-16T21:27:09+00:00

In this brief we describe our work with 22 state education agencies to identify data readiness to meet the financial transparency reporting requirement under the Every Student Succeeds Act (ESSA) and outline the inventory processes so other states can identify their own next steps to meet the requirement.


Financial Transparency Reporting Requirement: Where to start2020-03-16T21:27:09+00:00

The Productivity Opportunity: A Role-Playing Activity to Engage Leaders in Financial and Outcomes Data

2020-03-16T21:33:03+00:00

This document offers a set of exercises designed to help education leaders better understand the relationship between spending and student performance—and position them to use emerging data to explore opportunities for productivity in their day-to-day work improving education.


The Productivity Opportunity: A Role-Playing Activity to Engage Leaders in Financial and Outcomes Data2020-03-16T21:33:03+00:00

With New Data, School Finance Is Coming Out of the Dark Ages

2020-04-14T00:10:31+00:00

In this blog and podcast, Marguerite Roza explains how a sleeper provision in the Every Student Succeeds Act (ESSA) will serve up a motherlode of new school-level financial data, offering an unprecedented opportunity to be better equipped to tackle some of education’s most pressing issues.


With New Data, School Finance Is Coming Out of the Dark Ages2020-04-14T00:10:31+00:00

New Era of School Finance

2020-04-08T22:36:53+00:00

In 2016 we convened leading authorities to discuss the complexities of education finance in light of the new Every Student Succeeds Act. Watch Marguerite Roza’s research presentation, US Secretary of Education Arne Duncan’s keynote, and an expert panel discussion of the shifting roles in education finance decisions.


New Era of School Finance2020-04-08T22:36:53+00:00

A State Information System to Support Improvements in Productivity

2020-03-17T00:44:10+00:00

In this paper, we discuss how states can (and why they should) track and share school-level outcomes relative to school-level spending in their online information systems. Some schools are far more productive than others—getting better student results for less money—yet states are not yet routinely identifying such schools.


A State Information System to Support Improvements in Productivity2020-03-17T00:44:10+00:00

Funding for Student’s Sake: How to Stop Financing Tomorrow’s Schools Based on Today’s Priorities

2020-04-17T03:27:32+00:00

Most states make major changes in their allocation models only every two decades or so. In this paper, we explore how states can make the most of their redesign to get better outcomes for the money.


Funding for Student’s Sake: How to Stop Financing Tomorrow’s Schools Based on Today’s Priorities2020-04-17T03:27:32+00:00