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Local Implementation of the Local
Control Funding Formula
1

TRANSITION YEAR BASICS
2013 -2014
October 17, 2013
Brandon Greene & Rigel S. Massaro

Copyright 2013, Public Advocates Inc. All Rights Reserved. Contact lguillen@publicadvocates.org for permission prior to use.
Today’s Goals
2

Learn about LCFF implementation at district/
county level: balancing flexibility & equity
 Increased

funding for high needs students
 Increased local decision making
 Broader definition of school success
 Greater role for parents, students, and community

Learn about LCFF decision making at the state
level …also balancing flexibility & equity!
Develop talking points for upcoming School
Success Express stops statewide
Governor Brown’s Six Principles of LCFF
3









Equity: More money to high needs students
Simplicity: Easy to understand
Funding increases for K-12: Approx. 18
billion over implementation of the formula
Phased in: 2013-14 to 2021-22 (8 years)
Maximum Flexibility: Local communities
decide how best to spend resources
District Accountability: Academic/Fiscal
Outcomes – “subsidiarity”

Governor’s Budget Summary – 2013-14
Equity principles must drive
the use of LCFF funds and limit flexibility.
4

“Equal treatment for children in
unequal situations is not justice.”

Governor Brown
State of the State speech, January 2013
Major Shifts Made by LCFF
5

 No more revenue limits. Before LCFF, Each district had its

own unique revenue limit, or source of unrestricted funds, based
on historical spending. Revenue limits supported the general
costs of school operation.
 This method of funding was incredibly complex, and led to great
inequities state-wide.
 Now, every student receives the same base grant.

$

$
Major Shifts: Most categoricals eliminated
6

Then:

The State

Superintendents &
Principals

Now: Weighted
student funding for
districts to spend as
they see fit.
Some categoricals
remain, however,
and LCFF does
outline constraints
on this flexibility.
Weighted Student Funding
7

 Instead of revenue limits and more than 50 categoricals, we

now have a simple formula that gives districts local control.
• “high needs”
students: English
learners, low-income
students, foster
youth
• Key term:
“unduplicated
pupil”

Concentration Grant*
50% of Base Grant

Supplemental Grant
20% of Base Grant
For each high needs student

Base Grant
K-3: $6,845
4-6: $6,947
7 & 8: $7,154
9-12: $ 8,289

* Districts receive
an additional 50%
for each high needs
student they serve
over the 55%
threshold.
Equity principles must drive
expenditures and therefore limit flexibility.
8

 The plain language of the LCFF law requires a

school district, county office of education, or
charter school to increase or improve
services for disadvantaged students in
proportion to the increase in funds
they generate in the school district, county
office of education, or charter school.
 This is a constraint on flexibility.
Funding in Your District
9

 Unfortunately, CDE has not reported districts’ LCFF

numbers. This data will be available by July 2014.
 Districts are also unclear about how to specifically spend
LCFF funds because they are waiting for the State
Board of Education to adopt spending
regulations by January 31, 2014.
 Have you asked:





Whether your district has revised its 2013-2014 budget?
What is the projected difference LCFF is making in your
district?
How will your district involve community in the budget
process?
Local Control and Accountability Plans
10

 LCAPs are 3 year district plans to ensure

spending aligns with a broader definition of
school success, otherwise known as the LCFF
“State Priorities”
 LCAPs

include fiscal reporting and data reporting
consistent with the School Accountability Report Card

 The State Board will adopt an LCAP template by

March 31, 2014

 Districts must adopt their first LCAP by July 1,

2014
LCAP’s must include “State Priorities”
11

Broader definition of school success. Success =
locally determined priorities, PLUS:
1.

Basic educational necessities (Williams
standards): prepared teachers, access to standardsaligned materials, and facilities in good repair.

2. Implementation of state standards, particularly

the Common Core State Standards, and including
standards for English learners.

3. Parental involvement including efforts districts will

make to seek all parents’ input in making decisions for
individual schools and the district as a whole.
State Priorities, Cont’d
12

4.

Student achievement measured by API, statewide
assessments, % of students completed A-G req’ts or CTE, %
reclassified ELs, and more.

5. Pupil engagement measured by attendance,

absenteeism, dropout and graduation rates.

6. School climate, as measured by suspension/ expulsion

rates and “other local measures, including surveys of
pupils, parents, and teachers on the sense of safety and
school connectedness”

7.

Access to and enrollment in a “broad course of
study” including programs/services for unduplicated
pupils.

8. Pupil outcomes in all subjects.
LCAP priorities also focus on equitable
access to opportunities to learn.
13

 Annual goals for all state priorities must address:


All students, as well as



low-income, English learners and foster youth specifically,
both



for the district, and



for each school.

 Specific actions by the school district to achieve the

annual goals

 LCAP is another constraint on flexibility.

California Education Code Section 52060(c)(1)-(2)
Survey
14

Do any of these priorities align with your
organization’s current campaigns/
initiatives?
 Basic educational necessities  Pupil engagement
 State standards

 School climate

 Parental involvement

 Broad course of study

 Student achievement

 Pupil outcomes
LCFF/LCAP provides an opportunity for a
strong vision for Community Involvement.
15

 Students, families, and communities are supported as they

share responsibility for every student becoming college and
career ready.
 Participation in learning, leadership, and advocacy is
expanded so that high levels of academic achievement are
achieved for individual students and the entire school.
 Community involvement essential to ensure flexibility works.
HOW:
1. Building capacity of all stakeholders
2. Setting standards and goals for meaningful engagement
3. Through community organizing
4. Don’t wait for the LCAP templates!
LCFF Community Involvement
Requirements
16

 District level committees:
 Parent Advisory Committee
 English Learner Advisory Committee
 LCFF does not eliminate School Site Councils or

English Learner Advisory Committees

 LCAP’s must be consistent with School Site Council

plans “Single Plan for Student Achievement”
Community Voice in LCAP, cont’d
17

 Written comments from community
 Public hearing and meeting for LCAP
 Publish LCAP online
 File complaints
LCFF Implementation Timeline
18

 2013-2014: Districts get $ without rules about how to

spend it.

 Summer/Fall 2013: Regional Input Sessions & School

Success Express to inform regulations & LCAP template

 January 31st: State Board will adopt spending

regulations


Draft regs will be introduced in Nov. 6-7 meeting

 March 31st: State Board to approve Local Control and

Accountability Plan (LCAP) template

 July 1, 2014: Districts adopt LCAPs and submit to

County Offices of Education for Approval
School Success Express
19

Open forum for parent and student input
Schedule: (last updated Oct. 17, 2013)
Past: South Kern, Eastern Coachella Valley, South Sacramento










Oct. 22 Richmond
Oct. 24 Southwest Merced/East Merced County
Oct. 28 Los Angeles
Oct. 29 Central Santa Ana
Oct. 30 East Oakland
Nov. 4 East Salinas (Alisal)
Nov. 7 Fresno
Nov. 9 City Heights (San Diego)
Nov. 13 Del Norte & Adjacent Tribal Lands
Talking Points for School Success Express
20

 $ goes to high-needs students
 $ to follow students to their school site
 School Site Councils to have role in decision making
 Broader definition of school success
 Mention state priorities most important to you and your
community, with specific ideas of how to achieve them, if
possible
 Local control to include parents and students
 Training for parents and students
 Integrate into preexisting structures (SSC, student governance
bodies, ELAC’s)
Resources
21

 Public Advocates:









http://www.publicadvocates.org/local-controlfunding-formula
CQE: http://www.campaign4qualed.org/
School Success Express:
http://tcenews.calendow.org/releases/all-aboard-theschool-success-express
LCFF Channel: http://lcff.wested.org/
CDE on LCFF: http://www.cde.ca.gov/fg/aa/lc/
State Board of Education: http://www.cde.ca.gov/be/
EdSource Today: http://www.edsource.org/today/
Questions?
22

 About funding?
 About state priorities?
 About local decision making?

 TCE’s School Success Express?
 About CQE’s work around LCFF?
THANK YOU!
23

Please don’t hesitate to contact Public Advocates.
We aim to Make Rights Real!

and

Rigel S. Massaro

Brandon Greene

Policy & Legal Advocate
Public Advocates
rmassaro@publicadvocates.org
(415) 625-8461

Legal Fellow
Public Advocates
bgreene@publicadvocates.org
(415) 625-8467

Copyright 2013, Public Advocates Inc. All Rights Reserved. Contact lguillen@publicadvocates.org for permission prior to use.

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Implementing LCFF at the Local Level

  • 1. Local Implementation of the Local Control Funding Formula 1 TRANSITION YEAR BASICS 2013 -2014 October 17, 2013 Brandon Greene & Rigel S. Massaro Copyright 2013, Public Advocates Inc. All Rights Reserved. Contact lguillen@publicadvocates.org for permission prior to use.
  • 2. Today’s Goals 2 Learn about LCFF implementation at district/ county level: balancing flexibility & equity  Increased funding for high needs students  Increased local decision making  Broader definition of school success  Greater role for parents, students, and community Learn about LCFF decision making at the state level …also balancing flexibility & equity! Develop talking points for upcoming School Success Express stops statewide
  • 3. Governor Brown’s Six Principles of LCFF 3       Equity: More money to high needs students Simplicity: Easy to understand Funding increases for K-12: Approx. 18 billion over implementation of the formula Phased in: 2013-14 to 2021-22 (8 years) Maximum Flexibility: Local communities decide how best to spend resources District Accountability: Academic/Fiscal Outcomes – “subsidiarity” Governor’s Budget Summary – 2013-14
  • 4. Equity principles must drive the use of LCFF funds and limit flexibility. 4 “Equal treatment for children in unequal situations is not justice.” Governor Brown State of the State speech, January 2013
  • 5. Major Shifts Made by LCFF 5  No more revenue limits. Before LCFF, Each district had its own unique revenue limit, or source of unrestricted funds, based on historical spending. Revenue limits supported the general costs of school operation.  This method of funding was incredibly complex, and led to great inequities state-wide.  Now, every student receives the same base grant. $ $
  • 6. Major Shifts: Most categoricals eliminated 6 Then: The State Superintendents & Principals Now: Weighted student funding for districts to spend as they see fit. Some categoricals remain, however, and LCFF does outline constraints on this flexibility.
  • 7. Weighted Student Funding 7  Instead of revenue limits and more than 50 categoricals, we now have a simple formula that gives districts local control. • “high needs” students: English learners, low-income students, foster youth • Key term: “unduplicated pupil” Concentration Grant* 50% of Base Grant Supplemental Grant 20% of Base Grant For each high needs student Base Grant K-3: $6,845 4-6: $6,947 7 & 8: $7,154 9-12: $ 8,289 * Districts receive an additional 50% for each high needs student they serve over the 55% threshold.
  • 8. Equity principles must drive expenditures and therefore limit flexibility. 8  The plain language of the LCFF law requires a school district, county office of education, or charter school to increase or improve services for disadvantaged students in proportion to the increase in funds they generate in the school district, county office of education, or charter school.  This is a constraint on flexibility.
  • 9. Funding in Your District 9  Unfortunately, CDE has not reported districts’ LCFF numbers. This data will be available by July 2014.  Districts are also unclear about how to specifically spend LCFF funds because they are waiting for the State Board of Education to adopt spending regulations by January 31, 2014.  Have you asked:    Whether your district has revised its 2013-2014 budget? What is the projected difference LCFF is making in your district? How will your district involve community in the budget process?
  • 10. Local Control and Accountability Plans 10  LCAPs are 3 year district plans to ensure spending aligns with a broader definition of school success, otherwise known as the LCFF “State Priorities”  LCAPs include fiscal reporting and data reporting consistent with the School Accountability Report Card  The State Board will adopt an LCAP template by March 31, 2014  Districts must adopt their first LCAP by July 1, 2014
  • 11. LCAP’s must include “State Priorities” 11 Broader definition of school success. Success = locally determined priorities, PLUS: 1. Basic educational necessities (Williams standards): prepared teachers, access to standardsaligned materials, and facilities in good repair. 2. Implementation of state standards, particularly the Common Core State Standards, and including standards for English learners. 3. Parental involvement including efforts districts will make to seek all parents’ input in making decisions for individual schools and the district as a whole.
  • 12. State Priorities, Cont’d 12 4. Student achievement measured by API, statewide assessments, % of students completed A-G req’ts or CTE, % reclassified ELs, and more. 5. Pupil engagement measured by attendance, absenteeism, dropout and graduation rates. 6. School climate, as measured by suspension/ expulsion rates and “other local measures, including surveys of pupils, parents, and teachers on the sense of safety and school connectedness” 7. Access to and enrollment in a “broad course of study” including programs/services for unduplicated pupils. 8. Pupil outcomes in all subjects.
  • 13. LCAP priorities also focus on equitable access to opportunities to learn. 13  Annual goals for all state priorities must address:  All students, as well as  low-income, English learners and foster youth specifically, both  for the district, and  for each school.  Specific actions by the school district to achieve the annual goals  LCAP is another constraint on flexibility. California Education Code Section 52060(c)(1)-(2)
  • 14. Survey 14 Do any of these priorities align with your organization’s current campaigns/ initiatives?  Basic educational necessities  Pupil engagement  State standards  School climate  Parental involvement  Broad course of study  Student achievement  Pupil outcomes
  • 15. LCFF/LCAP provides an opportunity for a strong vision for Community Involvement. 15  Students, families, and communities are supported as they share responsibility for every student becoming college and career ready.  Participation in learning, leadership, and advocacy is expanded so that high levels of academic achievement are achieved for individual students and the entire school.  Community involvement essential to ensure flexibility works. HOW: 1. Building capacity of all stakeholders 2. Setting standards and goals for meaningful engagement 3. Through community organizing 4. Don’t wait for the LCAP templates!
  • 16. LCFF Community Involvement Requirements 16  District level committees:  Parent Advisory Committee  English Learner Advisory Committee  LCFF does not eliminate School Site Councils or English Learner Advisory Committees  LCAP’s must be consistent with School Site Council plans “Single Plan for Student Achievement”
  • 17. Community Voice in LCAP, cont’d 17  Written comments from community  Public hearing and meeting for LCAP  Publish LCAP online  File complaints
  • 18. LCFF Implementation Timeline 18  2013-2014: Districts get $ without rules about how to spend it.  Summer/Fall 2013: Regional Input Sessions & School Success Express to inform regulations & LCAP template  January 31st: State Board will adopt spending regulations  Draft regs will be introduced in Nov. 6-7 meeting  March 31st: State Board to approve Local Control and Accountability Plan (LCAP) template  July 1, 2014: Districts adopt LCAPs and submit to County Offices of Education for Approval
  • 19. School Success Express 19 Open forum for parent and student input Schedule: (last updated Oct. 17, 2013) Past: South Kern, Eastern Coachella Valley, South Sacramento          Oct. 22 Richmond Oct. 24 Southwest Merced/East Merced County Oct. 28 Los Angeles Oct. 29 Central Santa Ana Oct. 30 East Oakland Nov. 4 East Salinas (Alisal) Nov. 7 Fresno Nov. 9 City Heights (San Diego) Nov. 13 Del Norte & Adjacent Tribal Lands
  • 20. Talking Points for School Success Express 20  $ goes to high-needs students  $ to follow students to their school site  School Site Councils to have role in decision making  Broader definition of school success  Mention state priorities most important to you and your community, with specific ideas of how to achieve them, if possible  Local control to include parents and students  Training for parents and students  Integrate into preexisting structures (SSC, student governance bodies, ELAC’s)
  • 21. Resources 21  Public Advocates:       http://www.publicadvocates.org/local-controlfunding-formula CQE: http://www.campaign4qualed.org/ School Success Express: http://tcenews.calendow.org/releases/all-aboard-theschool-success-express LCFF Channel: http://lcff.wested.org/ CDE on LCFF: http://www.cde.ca.gov/fg/aa/lc/ State Board of Education: http://www.cde.ca.gov/be/ EdSource Today: http://www.edsource.org/today/
  • 22. Questions? 22  About funding?  About state priorities?  About local decision making?  TCE’s School Success Express?  About CQE’s work around LCFF?
  • 23. THANK YOU! 23 Please don’t hesitate to contact Public Advocates. We aim to Make Rights Real! and Rigel S. Massaro Brandon Greene Policy & Legal Advocate Public Advocates rmassaro@publicadvocates.org (415) 625-8461 Legal Fellow Public Advocates bgreene@publicadvocates.org (415) 625-8467 Copyright 2013, Public Advocates Inc. All Rights Reserved. Contact lguillen@publicadvocates.org for permission prior to use.