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

L.A. District Is Asking for a $500 Million Parcel Tax. In Return, Let the Schools Decide How to Spend Their New Funds

2019-06-14T23:36:02+00:00

As LAUSD asks local voters to approve a $500 million annual parcel tax, some groups are asking for financial reform in return. Trust in the district’s financial leadership is low, school performance is lagging, and the district is bleeding cash to cover commitments made in years past. As Marguerite Roza and Anthony Drew note in this commentary, many of the

L.A. District Is Asking for a $500 Million Parcel Tax. In Return, Let the Schools Decide How to Spend Their New Funds2019-06-14T23:36:02+00:00

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

2019-06-15T00:01:09+00:00

Over the last two decades, dozens of big districts (including those in New York City, Boston, Denver, Houston, and Chicago) have shifted to using a weighted student formula to distribute some portion of their total budget. In this blog, Marguerite Roza discusses initial findings from Edunomics Lab’s ongoing IES-funded research study that seeks to document the range of

Weighted Student Funding Is On The Rise. Here’s What We Are Learning2019-06-15T00:01:09+00:00

DeVos Proposed $50 Million for Districts to Decentralize Federal Money, to Put Schools in the Driver’s Seat. It’s a Smart Idea

2019-06-15T00:06:09+00:00

The U.S. Department of Education’s proposed 2020 budget included a largely overlooked provision that could bring more autonomy to schools in how they deploy federal dollars. In this commentary, Marguerite Roza urges legislators to consider the pilot program to give school leaders and staff a say in how federal resources are used in their schools—and a chance to

DeVos Proposed $50 Million for Districts to Decentralize Federal Money, to Put Schools in the Driver’s Seat. It’s a Smart Idea2019-06-15T00:06:09+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

Student Based Allocation District Collaborative Meeting

2019-04-11T22:56:58+00:00

Student-based allocation (SBA aka WSF) is a growing financial strategy for mid and large sized school districts that enables a more equitable, flexible, and transparent distribution of resources to schools. To date, districts in Boston, Denver, NYC, Houston, Nashville, Minneapolis, Hartford, New Orleans, and dozens of other cities have shifted to the use of a student-based allocation formula

Student Based Allocation District Collaborative Meeting2019-04-11T22:56:58+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

Productivity is sometimes seen as a dirty word in education

2019-05-28T23:37:31+00:00

Marguerite Roza Fall 2015 In this article published by Education Next author Marguerite Roza discusses how school systems can improve productivity when so much of what matters -- human interactions -- can't be centrally managed and scaled across schools. This article was originally published by New York State Association of School Business Officers in The Reporter Fall

Productivity is sometimes seen as a dirty word in education2019-05-28T23:37:31+00:00

Productivity is sometimes seen as a dirty word in education. But it does not have to be.

2019-04-09T12:18:48+00:00

Marguerite Roza Fall 2015 Productivity is sometimes seen as a dirty word in education. But it does not have to be. In this article author Marguerite Roza discusses how school systems can improve productivity when so much of what matters -- human interactions -- can't be centrally managed of scaled across schools. This article was published by

Productivity is sometimes seen as a dirty word in education. But it does not have to be.2019-04-09T12:18:48+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

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

Student Based Allocation 101

2019-04-10T12:52:45+00:00

This one page infographic details what student based allocation is, how it differs from traditional funding formulas and highlights the primary benefits of this allocation method. Read More

Student Based Allocation 1012019-04-10T12:52:45+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

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

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

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

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

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

2019-04-21T13:55:37+00:00

Karen Hawley Miles and Marguerite Roza December 2013 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 Equity2019-04-21T13:55:37+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

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