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

Leaders Ignored Teacher Pension Debt. Now There’s Less Money for Teacher Salaries and Students

2019-11-08T17:53:51+00:00

This brief quantifies in immediately relatable terms—by student and by teacher—the magnitude of the crowd-out that pension debt creates for six states: CA, IL, LA, SC, TX, and VT. In translating debt payments into the equivalent spend per pupil, and the equivalent spend per teacher, the goal is to help education leaders grasp the relationship between their pension debt bills and their aspirations for spending on schooling inputs, including teacher salaries.

Leaders Ignored Teacher Pension Debt. Now There’s Less Money for Teacher Salaries and Students2019-11-08T17:53:51+00:00

Funding for Students’ Sake: How to Stop Financing Tomorrow’s Schools Based on Yesterday’s Priorities

2019-11-05T20:36:52+00:00

Student-based allocation (also known as weighted student funding) provides the most equitable, efficient, and flexible path toward increased productivity. This brief explains why it is a good idea to allocate resources on the basis of students, and measures several states' progress toward doing so.

Funding for Students’ Sake: How to Stop Financing Tomorrow’s Schools Based on Yesterday’s Priorities2019-11-05T20:36:52+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

Funding Student Types: How states can mine their own data to guide finance policy on high-needs students

2019-03-23T13:59:31+00:00

Marguerite Roza November 2017 New data and accountability agendas have heightened attention to performance disparities between students with different identifiable needs—needs that stem from poverty, disability, or limited English proficiency. To help states design effective funding policies to serve high-needs students, this brief by Marguerite Roza helps states ask the right questions, tap their own data, and

Funding Student Types: How states can mine their own data to guide finance policy on high-needs students2019-03-23T13:59:31+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

College credit in high school: Doing the math on costs

2019-03-23T14:11:14+00:00

Marguerite Roza and Caitlin Brooks December 2017 In this analysis Marguerite Roza and Caitlin Brooks examine the actual extent of savings (if any) tied to taking college classes in high school by investigating the costs of providing college credit in high school for models in three states: Florida, Georgia, and Ohio. Authors examined costs paid by public dollars,

College credit in high school: Doing the math on costs2019-03-23T14:11:14+00:00

School-level spending: Financial transparency coming to every community in 2018

2019-08-05T23:38:38+00:00

Marguerite Roza June 2017 At the Education Writers Association National Seminar on June 2nd, hosted at Georgetown University in Washington, D.C., Marguerite Roza presented on new school spending reports emerging under the federal ESSA financial transparency requirement. In this session, reporters gained insight into what can be learned from pairing school-level financial data with outcomes and other data, as

School-level spending: Financial transparency coming to every community in 20182019-08-05T23:38:38+00:00

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

2019-03-23T14:32:14+00:00

Marguerite Roza August 4, 2017 In this post and podcast Marguerite Roza shares how a sleeper provision in the Every Student Succeeds Act will serve up a motherlode of never-before-available school-level financial data. And how if we seize the unprecedented opportunity this data offers, we will be better equipped to tackle some of education’s most pressing issues.

With New Data, School Finance is Coming Out of the Dark Ages2019-03-23T14:32:14+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

Are public universities neglecting in-state students?

2019-04-03T15:43:14+00:00

Marguerite Roza April - 2016 Marguerite Roza participated in an online conversation "Room for Debate" hosted by NY Times. Read her response titled "Public Universities Must Not Solve Budget Gaps by Limiting Access to In-State students." Read More

Are public universities neglecting in-state students?2019-04-03T15:43:14+00:00

The Productivity of Rural Schools

2019-07-22T23:08:49+00:00

Marguerite Roza March 2016 Remote rural districts are often more expensive and yield lower student outcomes than urban and suburban districts. Yet some rural districts generate higher-than-expected learning results without proportionately higher spending. Based on interviews with leaders in 30 rural remote districts, Marguerite Roza identifies six factors that make some districts “productivity superstars." This

The Productivity of Rural Schools2019-07-22T23:08:49+00:00

Advancing System Productivity Webinar Series

2019-03-06T04:47:22+00:00

Advancing System Productivity Webinar Series Edunomics Lab, in partnership with Council of Chief State School Officers and the Building State Capacity and Productivity Center, convened a Community of Practice to support a group of leaders in all states interested in developing a state-specific framework and strategy set related to the SEA’s role in increasing productivity. This series of five webinars

Advancing System Productivity Webinar Series2019-03-06T04:47:22+00:00

Meeting the ESSA Financial Transparency Reporting Requirement

2019-04-09T12:08:49+00:00

On February 9 nearly 100 state and district leaders representing 36 states met in Washington D.C. to explore the opportunities and work ahead to meet the financial transparency reporting requirement in ESSA.  Available presentations are linked below. Full Agenda Presenter Bios The Opportunity of Financial Transparency - Marguerite Roza, Director Edunomics Lab & partner of BSCP

Meeting the ESSA Financial Transparency Reporting Requirement2019-04-09T12:08:49+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

Highly Productive Rural Districts: What is the Secret Sauce?

2019-04-08T22:11:25+00:00

Marguerite Roza and Georgia Heyward September 2015 In this paper authors Marguerite Roza and Georgia Heyward identify some common themes that makes some remote rural districts “productivity superstars” and describe steps states can take to encourage and support district productivity. This paper was published by the Rural Opportunities Consortium of Idaho. Read More

Highly Productive Rural Districts: What is the Secret Sauce?2019-04-08T22:11:25+00:00

Promoting Productivity: Lessons from Rural Schools

2019-04-09T12:33:14+00:00

Marguerite Roza May 2015 In this essay author Marguerite Roza challenges the assumption that rural districts are less productive than their urban or suburban peers by discussing rural districts can “beat the odds” by increasing student results without increasing per-pupil expenditures. Read More

Promoting Productivity: Lessons from Rural Schools2019-04-09T12:33:14+00:00

Teachers’ Pensions and the Overgrazed Commons

2019-07-01T20:45:03+00:00

Marguerite Roza and Michael Podgursky March 26, 2015 On March 26, 2015 Governing published this commentary by Marguerite Roza and Michael Podgursky on how big raises to teachers nearing retirement is a recipe for letting pension debt get out of control. Read More

Teachers’ Pensions and the Overgrazed Commons2019-07-01T20:45:03+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

Innovation Amid Financial Scarcity: The Opportunity in Rural Schools

2019-04-10T12:41:24+00:00

Marguerite Roza February 2015 In this paper, published by the Rural Opportunities Consortium of Idaho, Marguerite Roza explores spending and outcomes data of rural schools and highlights policy implications for states seeking improved outcomes for all their districts in the context of limited resources. Read More

Innovation Amid Financial Scarcity: The Opportunity in Rural Schools2019-04-10T12:41:24+00:00

The Phantom Menace: Policies that Protect Districts from Declining or Low Enrollments, Drive Up Spending and Inhibit Adaptation

2019-04-10T12:47:41+00:00

Jon Fullerton and Marguerite Roza January 2015 In this paper, part of the Productivity for Results Series published by George W. Bush Institute, authors Jon Fullerton and Marguerite Roza examine the curious practice of states funding school districts for students that no longer attend school there. Read More

The Phantom Menace: Policies that Protect Districts from Declining or Low Enrollments, Drive Up Spending and Inhibit Adaptation2019-04-10T12:47:41+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

The Real Deal on K-12 Staffing

2019-03-06T04:47:37+00:00

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 finds that staffing ratios across K-12 education have risen precipitously over several decades and, despite the impact of the Great Recession, remain at

The Real Deal on K-12 Staffing2019-03-06T04:47:37+00:00

Building SEA Productivity

2019-04-11T12:30:07+00:00

Marguerite Roza July 2014 On July 12 Marguerite Roza presented a session at Council of Chief State School Officers' Summer Institute. In her session Chiefs heard about a basic framework for leading the productivity challenge that includes building a productivity data infrastructure, prioritizing flexibility, aligning funds with students, incentivizing innovation, and leading the change. Read More

Building SEA Productivity2019-04-11T12:30:07+00:00

A State Information System to Support Improvements in Productivity

2019-04-11T12:50:08+00:00

Marguerite Roza May 2014 A State Information System to Support Improvements in Productivity In this essay Marguerite Roza discusses the data needed to support districts and schools as they seek new, more productive solutions. Read More

A State Information System to Support Improvements in Productivity2019-04-11T12:50:08+00:00

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

2019-09-16T20:00:15+00:00

Marguerite Roza, Larry Miller (CRPE) and Suzanne Simburg May 2014 In this essay Marguerite partners with Larry Miller (CRPE) and Suzanne Simburg, to discuss how new funding and allocation models can encourage productive local decision making and how states can seize the rare opportunity many now have to redesign their funding allocation models. Read More

Funding for Student’s Sake: How to Stop Financing Tomorrow’s Schools Based on Today’s Priorities2019-09-16T20:00:15+00:00

SEA of the Future: Building the Productivity Infrastructure

2019-04-11T13:04:17+00:00

Marguerite Roza May 2014 Marguerite Roza authored two essays in this volume of The SEA of the Future. This volume published by BSCP Center introduces the “productivity infrastructure" the building blocks for an SEA committed to supporting productivity, innovation, and performance—from the state chief to the classroom. Read Marguerite's essays: Funding for Student's Sake: How to Stop

SEA of the Future: Building the Productivity Infrastructure2019-04-11T13:04:17+00:00

Options for NY State in an Era of Constrained Resources

2019-04-17T19:28:43+00:00

Marguerite Roza November 2014 In November 2014 Marguerite Roza presented at a public symposium of the NY Education Reform Commission "Maximizing Resources for Student and School Success". View this Presentation

Options for NY State in an Era of Constrained Resources2019-04-17T19:28:43+00:00

The SEA of the Future: Prioritizing Productivity

2019-04-17T19:42:18+00:00

Marguerite Roza, Betheny Gross, Ashley Jochim Michael Podgursky and Data Quality Campaign November 2013 Marguerite Roza co-authored two essays in this volume of The SEA of the Future. This volume published by BSCP Center examines how state leaders, challenged with having to make decisions on how to use limited resources are faced with an uneasy zero-sum game:

The SEA of the Future: Prioritizing Productivity2019-04-17T19:42:18+00:00

Teacher Retirement Benefits: Defining a More Active Role for SEAs and Their Chiefs

2019-04-17T19:51:49+00:00

Marguerite Roza and Michael Podgursky November 2013 In this essay from The SEA of the Future Volume 2, Marguerite Roza and Michael Podgursky draw on their research on productivity and pensions to look in depth at the startling long-term costs of educator pension systems and the counterproductive employment incentives embedded in these systems. Although only state legislatures

Teacher Retirement Benefits: Defining a More Active Role for SEAs and Their Chiefs2019-04-17T19:51:49+00:00

Leveraging Productivity for Progress: An Imperative for States

2019-04-17T19:59:59+00:00

Marguerite Roza November 2013 In this essay published in The SEA of the Future, Volume 2, author Marguerite Roza makes the case for why productivity is essential to improving outcomes for students. Roza offers officials at state education agencies an action plan toward embedding productivity into everyday decision making. Read More

Leveraging Productivity for Progress: An Imperative for States2019-04-17T19:59:59+00:00

The High Price of Excess Credits

2019-04-17T21:47:46+00:00

Alicia Kinne, Grant Blume and Marguerite Roza May 2013 This brief by Alicia Kinne, Grant Blume and Marguerite Roza, examines the cost of extra credits earned by students in California, Georgia and New York and opportunities for state and university leaders to maximize degree attainment with constrained resources. Read More

The High Price of Excess Credits2019-04-17T21:47:46+00:00

More Students, More Degrees, More Dollars

2019-04-17T21:57:02+00:00

Marguerite Roza, Alicia Kinne, Patrick Murphy, and Betheny Gross May 2013 Cuts to state support for higher education have prompted some universities to raise tuition, admit more out-of-state students, and increase enrollment to close budget gaps. This analysis authored by Marguerite Roza, Alicia Kinne, Patrick Murphy, and Betheny Gross compares these three strategies in public flagship universities,

More Students, More Degrees, More Dollars2019-04-17T21:57:02+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

Are Residents Losing Their Edge in Public University Admissions? The Case at the University of Washington

2019-04-20T13:39:46+00:00

Grant Blume and Marguerite Roza December 2012 Public universities across the country are shifting more spots to nonresidents (who pay higher tuitions) in order to plug budget gaps. This Rapid Response brief authored by Grant Blume and Marguerite Roza examines admissions data at the University of Washington in order to in order to quantify the effect on

Are Residents Losing Their Edge in Public University Admissions? The Case at the University of Washington2019-04-20T13:39:46+00:00

Rethinking State Education Finance Toward Greater Productivity

2019-04-21T13:05:33+00:00

Marguerite Roza Marguerite Roza gave this presentation on November 10, 2011 to members of the National Conference of State Legislatures at "Reallocation of Scarce State Resources: A Seminar for Education Committee Chairs." This presentation framed how state legislators might think differently about their investment in education to maximize scarce state dollars and improve student achievement. View

Rethinking State Education Finance Toward Greater Productivity2019-04-21T13:05:33+00:00

Stretching the School Dollar: A Brief for State Policymakers

2019-04-21T13:10:24+00:00

Michael J. Petrilli and Marguerite Roza January 2011 This policy brief by Michael J. Petrilli and Marguerite Roza lists fifteen concrete ways that states can “stretch the school dollar” in these difficult financial times. This brief was published by Thomas B. Fordham Institute. Read More

Stretching the School Dollar: A Brief for State Policymakers2019-04-21T13:10:24+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

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