Final Report of the Joint Task Force on Basic Education Finance
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Final Report of the Joint Task Force on Basic Education Finance January 13, 2009 Report to the Washington State Legislature As Directed by SB 5627, 2007 Legislature Joint Task Force on Basic Education Finance Members January 13, 2009 Dan Grimm, Chair Glenn Anderson House of Representatives The Honorable Christine O. Gregoire Terry Bergeson Superintendent of Public Instruction Governor of Washington Lisa Brown P.O. Box 40002 Washington State Senate Olympia, WA 98504‐0002 Cheryl Chow President, Seattle School Board Laurie Dolan The Honorable Brad Owen Director, Governor’s Executive Policy Office Lieutenant Governor of Washington Mike Hewitt P.O. Box 40482 Washington State Senate Olympia, WA 98504‐0482 Janea Holmquist Washington State Senate Ross Hunter The Honorable Frank Chopp House of Representatives Speaker of the House Bette Hyde Superintendent, P.O. Box 40600 Bremerton School District Olympia, WA 98504‐0600 Jim Kowalkowski Superintendent, Davenport School District Dear Governor Gregoire, Lieutenant Governor Owen, and Speaker Chopp: Skip Priest House of Representatives As required by Senate Bill 5627, I am submitting the Final Report of the Joint Task Force on Pat Sullivan House of Representatives Basic Education Finance. Attached to the Final Report are five minority reports submitted Rodney Tom by individual Task Force members. Washington State Senate Developing education finance and related policy recommendations has been every bit as Alternates challenging as it is essential to the future of our state. Task Force members deserve to be commended for their commitment, their insights, and their civility. I have been honored to Kathy Haigh House of Representatives serve with them. Fred Jarrett House of Representatives The Task Force report would not have been possible without the expertise and dedication of Director Roxanne Lieb and the staff of the Washington State Institute for Public Policy, Staff to the Task Force Assistant Superintendent of Public Instruction Jennifer Priddy, Ben Rarick and Barbara Roxanne Lieb, Director McLain of the House Office of Program Research, and Susan Mielke and Bryon Moore of Steve Aos, Associate Director Senate Committee Services. Annie Pennucci, Sr. Research Assoc. Irene Ngugi, Research Associate At our final meeting, Task Force members voted to include the following statement in this Washington State Institute letter of transmittal: “We are aware of the state’s financial circumstances and the difficult for Public Policy 110 Fifth Ave. SE choices facing state leaders. However, the Task Force believes that all current K–12 funding, PO Box 40999 including Initiative 728 and appropriations from levy equalization, should be retained. Olympia, WA 98504-0999 Numerous studies have demonstrated that the state’s K–12 system is underfunded. To Phone: (360) 586-2677 Fax: (360) 586-2793 make cuts to the education of the state’s children would be contrary to the paramount duty that is so clearly stated in our Washington State Constitution.” Sincerely, Dan Grimm Chair, Joint Task Force on Basic Education Finance Final Report of the Joint Task Force on Basic Education Finance January 13, 2009 Report to the Washington State Legislature As Directed by the 2007 Legislature Washington State Joint Task Force on Basic Education Finance http://www.leg.wa.gov/Joint/Committees/BEF/ . Contents Executive Summary .............................................................................................................................. i 1. Task Force Assignment ................................................................................................................. 1 2. Basic Education Definition............................................................................................................ 4 3. Instructional Program of Basic Education ..................................................................................... 5 Summary of proposed allocations........................................................................................................ 6 4. Core Allocations for the Basic Education Instructional Program.................................................... 7 Staffing levels for the core instructional program.............................................................................. 10 Maintenance, supplies, and operating costs...................................................................................... 12 Extra time and teaching for struggling students ................................................................................ 12 Instruction for English language learners ........................................................................................... 12 Special education................................................................................................................................ 13 Highly capable students...................................................................................................................... 13 Institutional and Residential Education.............................................................................................. 13 5. Early Learning ............................................................................................................................ 14 6. School Employee Compensation................................................................................................. 15 A new salary allocation model............................................................................................................ 16 State funded contract days................................................................................................................. 17 Salary survey/labor market analysis................................................................................................... 17 Pay for performance, knowledge, and skills....................................................................................... 17 School‐wide bonuses for improvement in student learning .............................................................. 18 Stipends for teachers on the current SAM who earn professional certification................................ 18 Loan forgiveness ................................................................................................................................. 18 Supplemental pay ............................................................................................................................... 18 Continuing contracts........................................................................................................................... 18 Collective bargaining........................................................................................................................... 19 7. Teacher Preparation and Career Ladder ..................................................................................... 19 Career ladder ...................................................................................................................................... 19 Mentoring for new and early career teachers.................................................................................... 20 8. Funding and Oversight ............................................................................................................... 21 I‐732.................................................................................................................................................... 21 I‐728.................................................................................................................................................... 21 Small school districts’ funding enhancements ................................................................................... 21 Levy authority and equalization ......................................................................................................... 21 Fiscal accountability and budgeting data system ............................................................................... 22 Student data system ........................................................................................................................... 22 Oversight and accountability.............................................................................................................. 23 9. Cost Estimate ............................................................................................................................. 23 10. Projection of the Expected Effect of the Investment................................................................... 24 11. Phase‐in ..................................................................................................................................... 26 Appendix A: Proposed Definition of Basic Education .......................................................................A‐1 Appendix B: Projection of the Expected Effect of the Investment, and a Zero‐based Research‐ proven Option Developed by the Washington State Institute for Public Policy............. B‐1 Appendix C: Minority Reports ......................................................................................................... C‐1 Acknowledgments The Task Force would like to thank several individuals who contributed technical assistance to the deliberations of the Joint Task Force on Basic Education Finance. Technical Advisory Committee Jerry Bender, Association of Washington School Principals; Barbara Billinghurst, Washington State PTA; Jack Daray, Daray & Associates; John Dekker, Washington