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.
September 2019 Marguerite Roza, Katherine Hagan and Hannah Jarmolowski The Every Student Succeeds Act (ESSA) requires state education agencies (SEAs) to conduct periodic resource allocation reviews (RARs) in districts that serve low-performing schools. This is a new opportunity for states and districts to examine the connection between resource allocation and academic outcomes. In preparing for the
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.
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.
Marguerite Roza and Katie Hagan April 2019 In the coming year SEAs will report (many for the first time) per school spending data. In this webinar Marguerite Roza and Katie Hagan examine school-by-school expenditures in those states where data are now available sharing how leading states are incorporating financial transparency data in school and district report cards and
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
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
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
This tool can help state education agencies (SEAs) meet the Every Student Succeeds Act (ESSA) financial transparency per-pupil expenditure reporting requirement using two pre-existing federal survey tools -- the School Level Finance Survey (SLFS) and the Local Education Agency Finance Survey (also called F-33). State agencies can use this tool to combine data from those two surveys to
A New Era of School Finance The McCourt School of Public Policy’s 2016 LEAD Conference, A New Era of School Finance, led by Seattle-based research center Edunomics Lab, convened leading authorities for a dialogue on the complexities of education finance in light of the new Every Student Succeeds Act (ESSA). The conference sessions examined how leadership roles at each
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
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
Marguerite Roza September 2015 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, the teachers’ union, took on: the built-in inequities across schools created by the district’s outdated, traditional pay scale. Read More
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
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
Marguerite Roza April 2018 Is spending more on education the best way to improve schools and teaching? Marguerite Roza participated in an online conversation "Room for Debate" hosted by NY Times. Read her response to the question ~ Is spending more on education the best way to improve schools and teaching? (Basically, does more money mean better
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
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
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
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
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