Publications & Resources

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

Published on Flypaper, Thomas B. Fordham Institute Just like the years leading up to 2008, the last few years have yielded stronger growth in funds for schooling. And just like in 2008, there are signs of troubleahead. While we can’t predict how an economic downturn will affect every district, we can anticipate some big-picture trends, and in doing so potentially help...

Dear districts: These are the glory days. Are you ready for tomorrow’s financial pain?2019-02-07T23:15:46+00:00

Equipping School Leaders to Spend Wisely

While the revenue side of education finance gets plenty of attention (Is there enough money?), the spending side is equally important and yet gets short shrift. This is partly due to a lack of visibility into how the money is spent. But that is about to change, thanks to a new provision in the Every Student Succeeds Act. School-level expenditure...

Equipping School Leaders to Spend Wisely2019-02-13T03:38:44+00:00

Interstate Financial Reporting

Making the most of school-level per-student spending data 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...

Interstate Financial Reporting2019-02-13T00:31:24+00:00

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

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 data from nearly all California school systems to clarify how their spending choices...

Taking stock of California’s weighted student funding overhaul: What have districts done with their spending flexibility?2019-02-13T03:41:04+00:00

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

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 districts for their foster youth, students with limited English and those living...

Did districts concentrate new state money on highest-needs schools? Answer: Depends on the district.2019-02-13T03:42:53+00:00

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

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 5 of implementation, we investigate whether we are seeing an...

California’s weighted student funding formula: Does it help money matter more?2019-02-13T03:43:48+00:00

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

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 analyze funding in relation to student outcomes...

Funding Student Types: How states can mine their own data to guide finance policy on high-needs students2019-02-06T21:58:32+00:00

Analyzing early impacts of California’s Local Control Funding Formula

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. At the heart...

Analyzing early impacts of California’s Local Control Funding Formula2019-02-13T03:45:30+00:00

College credit in high school: Doing the math on costs

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, in addition to costs borne by students and families (private...

College credit in high school: Doing the math on costs2019-02-13T03:47:08+00:00

Student Based Allocation District Collaborative Meeting

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 and participate...

Student Based Allocation District Collaborative Meeting2017-11-02T20:12:21+00:00

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

This paper authored by Marguerite Roza and Katherine Hagan outlines different approaches state education agencies may take when calculating per pupil expenditures weighing the benefits and considerations of each. Read this paper Linked resources: Developing Rhode Island's Chart of Accounts A Conversation with Donna Nester about Mississippi’s Account Structure & Philosophy...

Four Approaches to Assigning Costs to Central Levels vs. School Levels When Calculating Per-Pupil Expenditures2019-02-13T03:49:47+00:00

School Level Finance Survey Converter Tool

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 calculate school-level...

School Level Finance Survey Converter Tool2019-02-13T03:51:48+00:00

What does the ESSA financial transparency requirement mean for districts?

In this webinar hosted by AASA, Marguerite Roza provides an overview of the financial transparency requirement in the Every Student Succeeds Act, highlight lessons learned from states working towards meeting the requirement, and provide a district lens for thinking about the opportunities this new data can provide. View the recorded webinar View Presentation Slides  ...

What does the ESSA financial transparency requirement mean for districts?2019-02-13T03:53:24+00:00

Financial Transparency & Equity

Reporting per-pupil expenditures at the school level will undoubtedly uncover some inequitable distribution of resources within states and districts across the country. The videos listed and linked below are part of a larger conversation about the equity element of the financial transparency at a meeting we convened in February 2017. State education agencies may find these videos helpful as they...

Financial Transparency & Equity2019-02-13T03:54:32+00:00

Financial Transparency Reporting Requirement: Where to start

In this paper authors Marguerite Roza and Katherine Hagan describe their work with 22 state education agencies to identify data readiness to meet the financial transparency reporting requirement and outline the inventory processes so other states can identify their own data readiness and start to outline next steps to meet the requirement. Read this paper...

Financial Transparency Reporting Requirement: Where to start2019-02-13T03:55:43+00:00

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

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. Read this post Listen to the podcast  ...

With New Data, School Finance is Coming Out of the Dark Ages2019-02-14T20:54:18+00:00

Productivity Improvements Paper Series

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 finds that staffing ratios across K-12 education have risen precipitously...

Productivity Improvements Paper Series2019-02-13T03:58:32+00:00

The Equity Problem in Teacher Pensions

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 case for including this metric in policy discussions about equitable...

The Equity Problem in Teacher Pensions2017-12-01T22:46:24+00:00

New Era of School Finance

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 level...

New Era of School Finance2017-06-04T23:18:56+00:00

Are public universities neglecting in-state students?

Are public universities neglecting in-state students? 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 this article...

Are public universities neglecting in-state students?2017-04-27T18:30:55+00:00

Productivity is sometimes seen as a dirty word in education

Productivity is sometimes seen as a dirty word in education. But it doesn't have to be. 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...

Productivity is sometimes seen as a dirty word in education2017-05-03T21:13:35+00:00

Advancing System Productivity Webinar Series

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 Series2018-05-24T16:31:16+00:00

Meeting the ESSA Financial Transparency Reporting Requirement

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 Center and Lynzi Ziegenhagen...

Meeting the ESSA Financial Transparency Reporting Requirement2017-04-27T20:26:33+00:00

The Smart Money:  Designing a school budget to get the most for your school dollar

In this hands-on workshop presented at NAIS national conference in March 2017 school leaders dove into the math of school resource allocation. Dr Roza shared innovative financial strategies and how leaders could apply the concepts to their own school context. Topics included; getting a grip on rising costs; gauging value for programs and courses; paying good teachers well amidst cost constraints...

The Smart Money:  Designing a school budget to get the most for your school dollar2017-05-12T02:17:35+00:00

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

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 New York State Association of School Business...

Productivity is sometimes seen as a dirty word in education. But it does not have to be.2017-04-27T17:58:48+00:00

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

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

Breaking tradition: A fixed-dollar pay raise strategy that benefits teachers and school districts2017-12-04T20:36:04+00:00

Highly Productive Rural Districts: What is the Secret Sauce?

Highly Productive Rural Districts: What is the Secret Sauce? 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 this paper...

Highly Productive Rural Districts: What is the Secret Sauce?2016-04-22T19:36:54+00:00

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

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

How the teacher pay raise formula could worsen Seattle’s inequity2016-04-22T19:45:47+00:00

Promoting Productivity: Lessons from Rural Schools

Promoting Productivity: Lessons from Rural Schools 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 this essay...

Promoting Productivity: Lessons from Rural Schools2016-04-22T19:35:41+00:00

Turning a Benefits Conundrum into a Potential Opportunity for Teachers and Students

Turning a Benefits Conundrum into a Potential Opportunity for Teachers and Students 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...

Turning a Benefits Conundrum into a Potential Opportunity for Teachers and Students2017-12-04T22:56:22+00:00

Teachers’ Pensions and the Overgrazed Commons

Teachers’ Pensions and the Overgrazed Commons 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 this commentary...

Teachers’ Pensions and the Overgrazed Commons2017-12-04T22:59:24+00:00

Is spending more on education the best way to improve schools and teaching?

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 education?) Read her commentary...

Is spending more on education the best way to improve schools and teaching?2016-04-22T19:31:36+00:00

Title I: Time to Get It Right

Title I: Time to Get It Right 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 this brief...

Title I: Time to Get It Right2016-04-22T19:30:59+00:00

How to boost teacher pay, raise student performance

How to boost teacher pay, raise student performance (Washington, D.C., February 24, 2015) It is possible to increase teacher pay and advance student performance without new resources. A new analysis from the Edunomics Lab at Georgetown University reveals a meaningful and cost-neutral option to improve teacher pay. Read this release Read this paper...

How to boost teacher pay, raise student performance2016-04-22T19:29:55+00:00

Paying the Best Teachers More to Teach More Students

Paying the Best Teachers More to Teach More Students 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 teach...

Paying the Best Teachers More to Teach More Students2016-04-22T19:29:26+00:00

Innovation Amid Financial Scarcity: The Opportunity in Rural Schools

Innovation Amid Financial Scarcity: The Opportunity in Rural Schools 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 this paper...

Innovation Amid Financial Scarcity: The Opportunity in Rural Schools2016-04-22T19:28:57+00:00

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

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

The Phantom Menace: Policies that Protect Districts from Declining or Low Enrollments, Drive Up Spending and Inhibit Adaptation2016-04-22T19:28:18+00:00

Student Based Allocation 101

Student Based Allocation 101 Infographic 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. Download this resource...

Student Based Allocation 1012016-04-22T19:25:37+00:00

An Easier Fix to Growing Teacher-Pension Debt

An Easier Fix to Growing Teacher-Pension Debt (Washington, D.C., December 15, 2014) – A few critical adjustments to teacher-pay plans would allow states to work toward fully funding their pension plans, and boost pay for newer, younger teachers. Read this release Read this paper...

An Easier Fix to Growing Teacher-Pension Debt2016-04-22T19:25:02+00:00

How Late-Career Raises Drive Teacher-Pension Debt

How Late-Career Raises Drive Teacher-Pension Debt 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 authors provide suggestions to...

How Late-Career Raises Drive Teacher-Pension Debt2016-04-22T19:24:28+00:00

Can decentralization improve Seattle schools?

Can decentralization improve Seattle schools? 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 this article...

Can decentralization improve Seattle schools?2016-04-22T19:23:29+00:00

The Real Deal on K-12 Staffing

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 Staffing2016-04-22T19:21:11+00:00

Building SEA Productivity

Building Productivity: State Education Agency Role 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 this presentation...

Building SEA Productivity2016-04-22T19:18:52+00:00

Denver Public Schools: Making More Money Follow Students

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 this paper...

Denver Public Schools: Making More Money Follow Students2016-04-22T19:18:16+00:00

What Portion of District Funds Follow Students?

What Portion of District Funds Follow Students? 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 this report View updated research...

What Portion of District Funds Follow Students?2016-04-22T19:16:58+00:00

Boston Public Schools: Weighting What Matters

Boston Public Schools: Weighting What Matters 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 this report...

Boston Public Schools: Weighting What Matters2016-04-22T19:16:27+00:00

A State Information System to Support Improvements in Productivity

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 this report...

A State Information System to Support Improvements in Productivity2017-06-04T22:52:00+00:00

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

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

Funding for Student’s Sake: How to Stop Financing Tomorrow’s Schools Based on Today’s Priorities2017-06-04T22:52:41+00:00

To What Extent Are State and Local Monies Disbursed on the Basis of Students

To What Extent Are State and Local Monies Disbursed on the Basis of Students Edunomics Lab's ongoing analysis determines the percent of state and local monies deployed via a student based allocation formula. Read this presentation Read this report...

To What Extent Are State and Local Monies Disbursed on the Basis of Students2016-04-22T19:15:04+00:00

SEA of the Future: Building the Productivity Infrastructure

SEA of the Future: Building the Productivity Infrastructure 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 this report     Read Marguerite's essays: Funding...

SEA of the Future: Building the Productivity Infrastructure2016-04-22T19:14:36+00:00

Webinar: Training Principals for Budgeting at the School Level

Training Principals for Budgeting at the School Level Webinar On April 8 Marguerite Roza hosted a webinar for district and school leaders to experience training segments used to raise capacity of principals for school level budgeting. Participants experienced a set of activities designed to help school leaders rethink the use of resources for better results with an emphasis placed on...

Webinar: Training Principals for Budgeting at the School Level2016-04-22T19:13:59+00:00

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

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

How much money follows the student in WSF (aka SBA) districts?2016-04-22T19:13:27+00:00

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

Rethinking Class Size to Expand Access to Best Teachers and Raise Pay In this presentation given at the 39th annual conference of the Association for Education Finance and Policy Suzanne Simburg shared the findings of an Edunomics Lab study exploring cost neutral options to raise teacher pay and provide more students with access to the best teachers. Read this presentation...

Rethinking Class Size to Expand Access to Best Teachers and Raise Pay2016-04-22T19:13:02+00:00

Civic Vitality and Public Education Productivity: The Harbormaster Mayor

Civic Vitality and Public Education Productivity: The Harbormaster Mayor Public schools impact the cultural and material well-being of communities. In this paper authors Victor Reinoso and Marguerite Roza share how mayors can improve the quality-of-life and the economic base in their municipality by finding and promoting productive school models. Read this paper...

Civic Vitality and Public Education Productivity: The Harbormaster Mayor2016-04-22T19:12:39+00:00

Webinar: Building a State Information System to Support Improvements in Productivity

Webinar: Building a State Information System to Support Improvements in Productivity On February 26 Marguerite Roza conducted a webinar for state education agency leaders. This webinar explored how SEAs can build an information system designed to drive productivity – what data are needed, how to compile the data into useful resources for leaders at every level of education and how...

Webinar: Building a State Information System to Support Improvements in Productivity2018-05-24T16:32:14+00:00

Taking Off the Heat

Taking Off the Heat 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. Read this presentation...

Taking Off the Heat2016-04-22T19:11:19+00:00

Webinar: An Introduction to Student Based Allocation

Webinar: An Introduction to Student Based Allocation On December 10, 2013 Marguerite Roza hosted a webinar for district and community leaders interested in learning more about student based allocation (SBA) models (a.k.a. WSF or weighted student funding). She shared how student based allocation models work, why districts use SBA, what formulas look like and how to get started. Read this...

Webinar: An Introduction to Student Based Allocation2016-04-22T19:09:19+00:00

VisionSBA: K-12 Financial Modeling Tool

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 Tool2016-04-22T19:08:56+00:00

Options for NY State in an Era of Constrained Resources

Options for NY State in an Era of Constrained Resources 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 Resources2016-04-22T19:08:23+00:00

The SEA of the Future: Prioritizing Productivity

The SEA of the Future: Prioritizing Productivity 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: every dollar they put into one program is a dollar...

The SEA of the Future: Prioritizing Productivity2016-04-22T19:07:25+00:00

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

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

Teacher Retirement Benefits: Defining a More Active Role for SEAs and Their Chiefs2016-04-22T19:06:39+00:00

Leveraging Productivity for Progress: An Imperative for States

Leveraging Productivity for Progress: An Imperative for States 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 decisionmaking. Read this report...

Leveraging Productivity for Progress: An Imperative for States2016-04-22T19:06:03+00:00

The Case Against High School Sports

The Case Against High School Sports 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 this report...

The Case Against High School Sports2016-04-22T19:05:33+00:00

Dollars and Sense Accountability

Dollars and Sense Accountability 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 push for autonomy...

Dollars and Sense Accountability2016-04-22T19:04:52+00:00

The High Price of Excess Credits

The High Price of Excess Credits 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 this report...

The High Price of Excess Credits2016-04-22T19:04:28+00:00

More Students, More Degrees, More Dollars

More Students, More Degrees, More Dollars 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, first in terms of the relative magnitude needed...

More Students, More Degrees, More Dollars2016-04-22T18:58:57+00:00

Funding Phantom Students

Funding Phantom Students 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 Students2016-04-22T18:58:33+00:00

How Current Education Governance Distorts Financial Decisionmaking

How Current Education Governance Distorts Financial Decisionmaking 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 Decisionmaking2016-04-22T18:57:21+00:00

Student-Based Allocation to Enable School Choice

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 Choice2016-04-22T18:56:52+00:00

Innovating Toward Sustainability: How Computer Labs Can Enable New Staffing Structures, and New Savings

Innovating Toward Sustainability: How Computer Labs Can Enable New Staffing Structures, and New Savings Using wage and staffing data from states, authors Marguerite Roza and Suzanne Simburg project the financial and staffing implications of one innovative school model (the Rocketship lab rotation) to highlight potential impacts on the schooling workforce and total per-student spending. This Rapid Response brief was published...

Innovating Toward Sustainability: How Computer Labs Can Enable New Staffing Structures, and New Savings2016-04-22T18:56:22+00:00

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

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

Are Residents Losing Their Edge in Public University Admissions? The Case at the University of Washington2016-04-22T18:55:59+00:00

What Happens to Teacher Salaries During a Recession?

What Happens to Teacher Salaries During a Recession? This study by Marguerite Roza, Suzanne Simburg, Jim Simpkins 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. This Rapid Response brief was published by the Center on Reinventing Public Education. Read this report...

What Happens to Teacher Salaries During a Recession?2016-04-22T18:55:27+00:00

The Opportunity Cost of Smaller Classes: A State-By-State Spending Analysis

The Opportunity Cost of Smaller Classes: A State-By-State Spending Analysis Consideration of whether smaller classes are preferable to larger ones requires some recognition of the opportunity costs involved. This brief authored by Marguerite Roza and Monica Ouijdani provides a state-by-state context by computing the dollars at stake in marginally raising the number of students per class. This paper was published...

The Opportunity Cost of Smaller Classes: A State-By-State Spending Analysis2016-04-22T18:55:06+00:00

Q&A on the Chicago Teachers Contract Math

Q&A on the Chicago Teachers Contract Math In this Rapid Response brief published by Center on Reinventing Public Education author Marguerite Roza examines the real numbers on the Chicago teachers contract costs. Read this report...

Q&A on the Chicago Teachers Contract Math2016-04-22T18:54:42+00:00

Chicago Teacher Salaries in the Regional Chicago Context

Chicago Teacher Salaries in the Regional Chicago Context In Rapid Response brief published by Center on Reinventing Public Education author Marguerite Roza examines at how Chicago teacher salaries compare in regional and national contexts. Read this report...

Chicago Teacher Salaries in the Regional Chicago Context2016-04-22T18:54:21+00:00

The Sheepskin Effect and Student Achievement: De-emphasizing the Role of Master’s Degrees in Teacher Compensation

The Sheepskin Effect and Student Achievement: De-emphasizing the Role of Master's Degrees in Teacher Compensation This brief by Raegen Miller and Marguerite Roza dissects the nation’s sizeable investment in master’s bumps as a means of highlighting policy obstacles to a more smartly differentiated compensation approach. The report was published by the Center for American Progress. Read this report...

The Sheepskin Effect and Student Achievement: De-emphasizing the Role of Master’s Degrees in Teacher Compensation2016-04-22T18:49:02+00:00

Rethinking State Education Finance Toward Greater Productivity

Rethinking State Education Finance Toward Greater Productivity 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...

Rethinking State Education Finance Toward Greater Productivity2016-04-22T18:48:37+00:00

Stretching the School Dollar: A Brief for State Policymakers

Stretching the School Dollar: A Brief for State Policymakers 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 this paper...

Stretching the School Dollar: A Brief for State Policymakers2016-04-22T18:48:11+00:00

The Promise of Cafeteria-Style Benefits for Districts and Teachers

The Promise of Cafeteria-Style Benefits for Districts and Teachers This brief by Noah Wepman, Marguerite Roza and Cristina Sepe describes how a different method of supplying benefits to employees might work for districts: cafeteria plans. 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...

The Promise of Cafeteria-Style Benefits for Districts and Teachers2016-04-22T18:46:15+00:00

Washington State High Schools Pay Less for Math and Science Teachers than for Teachers in Other Subjects

Curing Baumol's Disease: In Search of Productivity Gains in Public Education This paper published by Center on Reinventing Public Education first explores the past and future outlook for education absent productivity gains. The authors, Paul Hill and Marguerite Roza, then discuss several areas in which labor-intensive businesses have improved productivity: information technology, deregulation, redefinition of the product, increased efficiency in...

Washington State High Schools Pay Less for Math and Science Teachers than for Teachers in Other Subjects2016-04-22T18:44:53+00:00

Curing Baumol’s Disease: In Search of Productivity Gains in Public Education

Curing Baumol's Disease: In Search of Productivity Gains in Public Education This paper published by Center on Reinventing Public Education first explores the past and future outlook for education absent productivity gains. The authors, Paul Hill and Marguerite Roza, then discuss several areas in which labor-intensive businesses have improved productivity: information technology, deregulation, redefinition of the product, increased efficiency in...

Curing Baumol’s Disease: In Search of Productivity Gains in Public Education2016-04-22T18:44:28+00:00

A False Dilemma: Should decisions about education resource use be made at the state or local level?

A False Dilemma: Should decisions about education resource use be made at the state or local level? 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...

A False Dilemma: Should decisions about education resource use be made at the state or local level?2016-04-22T18:43:52+00:00

Breaking Down School Budgets: Following the Dollars into the Classroom

Breaking Down School Budgets: Following the Dollars into the Classroom This analysis by Marguerite Roza published by Education Next in summer 2009 examines ways in which per-pupil spending in high schools varies by subject and course level, and demonstrates how isolating spending on discrete services can 1) identify the relationships between priorities, current spending, and outcomes; 2) clarify both relative...

Breaking Down School Budgets: Following the Dollars into the Classroom2016-04-22T18:43:25+00:00

The Disproportionate Impact of Seniority-Based Layoffs on Poor, Minority Students

The Disproportionate Impact of Seniority-Based Layoffs on Poor, Minority Students Looking at the 15 largest districts in California authors Cristina Sepe and Marguerite Roza, demonstrate that teachers at risk of layoff are concentrated in schools with more poor and minority students, concluding that "last in, first out" policies disproportionately affect the programs and students in their poorer and more minority...

The Disproportionate Impact of Seniority-Based Layoffs on Poor, Minority Students2016-04-22T18:42:55+00:00

Educational Economics: Where Do School Funds Go?

Educational Economics: Where Do School Funds Go? This book authored by Marguerite Roza explains how varied funding streams can prevent schools from delivering academic services that mesh with their stated priorities and offers concrete prescriptions for reform. This book is available for purchase at Amazon...

Educational Economics: Where Do School Funds Go?2017-01-23T21:23:14+00:00

K–12 Job Trends Amidst Stimulus Funds: Early Findings

K–12 Job Trends Amidst Stimulus Funds: Early Findings This brief by Marguerite Roza, Chris Lozier and Cristina Sepe explores trends in K–12 education jobs—those funded through the stimulus and by other means—to answer the question of what role ARRA played in overall education employment. This Rapid Response brief was published by Center on Reinventing Public Education. Read this report...

K–12 Job Trends Amidst Stimulus Funds: Early Findings2016-04-22T18:41:51+00:00

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

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 Schools2016-04-22T18:41:27+00:00

Have States Disproportionately Cut Education Budgets During ARRA? Early Findings

Have States Disproportionately Cut Education Budgets During ARRA? Early Findings This analysis by Marguerite Roza and Susan Funk explores how state education spending has changed or will change given the application of the State Fiscal Stabilization Fund. This Rapid Response brief was published by Center on Reinventing Public Education. Read this report...

Have States Disproportionately Cut Education Budgets During ARRA? Early Findings2016-04-22T18:40:59+00:00

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

Now is a Great Time to Compute the Per-Unit Cost of Everything in Education This paper by Marguerite Roza 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. This paper was prepared for the American Enterprise Institute and Thomas B. Fordham Institute conference...

Now is a Great Time to Compute the Per-Unit Cost of Everything in Education2016-04-22T18:40:16+00:00

Seniority-Based Layoffs Will Exacerbate Job Loss in Public Education

Seniority-Based Layoffs Will Exacerbate Job Loss in Public Education 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. Read this report...

Seniority-Based Layoffs Will Exacerbate Job Loss in Public Education2016-04-22T18:39:46+00:00

What is the Sum of the Parts?

What is the Sum of the Parts? How Federal, State, and District Funding Streams Confound Efforts to Address Different Student Types This report by Marguerite Roza, Kacey Guin, and Tricia Davis demonstrates in greater detail than ever before how America’s methods of school finance work against a single-minded focus on student learning. This paper was published by Center on Reinventing...

What is the Sum of the Parts?2016-04-22T18:39:02+00:00

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

Understanding Student-Weighted Allocation as a Means to Greater School Resource Equity 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 Equity2016-04-22T18:38:22+00:00

How Districts Shortchange Low-Income and Minority Students

How Districts Shortchange Low-Income and Minority Students 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...

How Districts Shortchange Low-Income and Minority Students2016-04-22T18:36:57+00:00

Pennywise and Pound Foolish in Education

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 accountability...

Pennywise and Pound Foolish in Education2016-04-22T18:36:30+00:00

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

A Cost Allocation Model for Shared District Resources: A Means for Comparing Spending Across Schools Recent policy changes at the state and federal level have made schools the focus of accountability. However, under current budgeting practices, it is difficult to assess how resources are distributed between schools and whether every school is afforded the same opportunities to meet its educational...

A Cost Allocation Model for Shared District Resources: A Means for Comparing Spending Across Schools2016-04-22T18:35:40+00:00

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

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

Leveling the Playing Field: Creating Funding Equity Through Student-Based Budgeting2016-04-22T18:34:54+00:00