Publications & Resources
- Articles & Publications
- Apr 06, 2022
Opinion: Pause HISD’s plan to centralize school funding
In this Houston Chronicle op ed, Jessica Swanson and Marguerite Roza urge the Houston school board to take the time to ensure a full public vetting of the superintendent's proposal to centralize school funding.
- Articles & Publications
- Feb 08, 2022
Do Districts Using Weighted Student Funding Formulas Deliver More Dollars to Low-Income Students?
This working paper examines how equitably 20 WSF districts distribute dollars to their schools as measured against a cohort of 20 comparable districts that use a traditional, centralized staffing model.
- Articles & Publications
- Dec 07, 2020
Variation Is the Norm: A Landscape Analysis of Weighted Student Funding Implementation
This cross‐district comparison of 19 districts finds commonly cited reasons for adopting weighted student funding (equity, transparency, and school‐level spending flexibility). However, there is no standard WSF formula and districts are implementing it quite differently.
- Articles & Publications
- Dec 07, 2020
How Federal Education Aid Can Tackle The K-Shaped Learning Recovery: Let’s start with $3000 Per Disengaged Student.
In this op-ed, Marguerite Roza proposes a separate, flexible sum targeted at helping students for whom pandemic schooling isn't working.
- Articles & Publications
- Nov 03, 2020
Lessons Learned: Weighted Student Funding
This brief summarizes findings from a three-year, U.S. Department of Education-funded research study analyzing the use of weighted student funding (WSF) at the district and state level.
- Articles & Publications
- Oct 29, 2020
Spending patterns, equity and achievement in districts using weighted student funding
Edunomics Lab's findings from a three-year, Institute of Education Sciences study titled "How do Spending Patterns Change with Weighted Student Funding (WSF), and What's Happening to Equity and Achievement, Particularly for Poor and At-Risk Students?"
- Articles & Publications
- Oct 27, 2020
Taking Stock of Principals’ Role in Weighted Student Funding Districts
In this brief, based upon a 2017-18 survey of 639 principals in 14 school districts implementing weighted student funding, we find that principals are actively engaged in the budget process and utilize their flexibilities, but often do not come into their role with the financial leadership training to carry out those tasks.
- Articles & Publications
- Mar 05, 2020
How States Can Put Students at the Center of Their School Funding Formulas
In this Hunt Institute "Making Sense of NC School Funding" blog, Marguerite Roza provides a national perspective on how states approach school funding.
- Articles & Publications
- Jan 23, 2020
The Big Bet on Adding Staff to Improve Schools Is Breaking the Bank
By going all-in on staffing, we’ve crowded out other potential investments that can positively impact student learning. In this paper, Marguerite Roza writes that competing strategies should be viewed through the lens of which can do the most for students with the limited dollars at hand.
- Articles & Publications
- Oct 18, 2019
Chicago’s Teachers Union Agreed to Give Spending Control to Principals. Now, the Union Is Striking to Take It Away
Chicago teacher contract negotiations stalled over who controls staffing decisions in schools. In this commentary, Marguerite Roza explains why principals should be entrusted to make the spending decisions that best serve their students.
- Articles & Publications
- Sep 16, 2019
Funding for Students’ Sake: How to Stop Financing Tomorrow’s Schools Based on Yesterday’s Priorities
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.
- Articles & Publications
- May 20, 2019
L.A. District Is Asking for a $500 Million Parcel Tax. In Return, Let the Schools Decide How to Spend Their New Funds
In this commentary The 74, Marguerite Roza and Anthony Drew note that many of the country’s largest school districts have shifted to a decentralized funding model, allocating funds to schools based on student needs, and boosting equity and transparency in the process. They urge LAUSD leaders to follow suit.
- Articles & Publications
- May 09, 2019
Weighted Student Funding Is On The Rise. Here’s What We Are Learning
In this blog, Marguerite Roza discusses initial findings from our IES-funded research study that seeks to document the range of WSF formulas and detail how they are being implemented in school systems around the nation.
- Articles & Publications
- Mar 27, 2019
DeVos Proposed $50 Million for Districts to Decentralize Federal Money, to Put Schools in the Driver’s Seat. It’s a Smart Idea
In this commentary in The 74, Marguerite Roza urges legislators to consider a proposed pilot program to give school leaders and staff a say in how federal resources are used in their schools
- Webinars & Presentations
- Dec 01, 2018
Webinar: An Introduction to Student-Based Allocation
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.
- Articles & Publications
- Jan 01, 2018
Taking stock of California’s weighted student funding overhaul: What have districts done with their spending flexibility?
In 2013 California adopted the Local Control Funding Formula (LCFF) to drive more resources to students with higher needs, create more spending flexibility, and let districts decide how to spend substantial new dollars. Our analysis examines financial data from nearly all California school systems to clarify how their spending choices changed in the first three years of the new state...
- Articles & Publications
- Jan 01, 2018
Did districts concentrate new state money on highest-needs schools? Answer: Depends on the district.
Our analysis of eight districts takes a first look at whether CA districts did, under LCFF, allocate a larger share of their new funds to their highest-needs schools.
- Articles & Publications
- Jan 01, 2018
California’s weighted student funding formula: Does it help money matter more?
As California’s LCFF enters Year 5 of implementation, this brief analyzes whether we are seeing an improved relationship between spending and outcomes.
- Articles & Publications
- Dec 20, 2017
Analyzing early impacts of California’s Local Control Funding Formula
In 2013, California adopted the Local Control Funding Formula, shifting control over spending decisions from the state legislature to local school districts and eliminating many state-imposed spending rules. This three-part series analyzes early impacts of the LCFF, one of the nation’s largest weighted student funding (WSF) overhauls to date.
- Webinars & Presentations
- Sep 28, 2017
Student Based Allocation District Collaborative Meeting
Edunomics Lab hosts a monthly virtual meeting of district finance leaders to share knowledge and solve challenges around student-based allocation practice and collectively produce research that districts need and want. These resources are from an in-person convening of the SBA Network plus other districts interested in learning more.
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