Commentary author
Summary

In response to the COVID-19 crisis, PACE Executive Director Heather Hough offers an approach involving multiple phases, transitioning from immediate action to re-entry and eventual recovery. The closure of schools due to the pandemic is expected to result in substantial learning loss, especially among disadvantaged students, necessitating a comprehensive assessment of their academic and emotional needs upon their return to school. This crisis has highlighted disparities in distance learning and accentuated existing inequalities, making it imperative to address diverse impacts and support students effectively. To address these challenges, proposing a state-level diagnostic assessment using existing resources like SBAC emerges as a unified and cost-effective means to identify learning gaps and guide resource allocation. The upcoming school term brings uncertainty, demanding clear guidelines, adaptability, and adequate resources for schools to embrace novel learning models. Immediate measures include safeguarding education funding, urging federal support, and targeting assistance for vulnerable students. Additionally, there is an opportunity to overhaul California's funding system to better reflect the critical importance of public education. This commentary is modified from testimony delivered to the California Assembly Budget Committee on April 28, 2020.

What Is the Right Base for California’s Funding Formula?
Commentary author
Summary

The primary aim of state finance systems across the U.S. is to achieve equalization, especially in states with local school funding under legal scrutiny. California’s current revenue limit and Governor Brown’s proposed formula both follow the traditional foundation state-aid model. In this structure, state aid per pupil is calculated as the foundation amount minus the required tax rate multiplied by assessed property wealth per pupil. Determining the foundation amount involves historical, political, and cost-based considerations. California’s current system heavily relies on historical expenditure levels from the 1970s, adjusted for inflation and equalization. Brown's proposal seems influenced by state average revenue limits after budget-induced cuts. Setting the foundation amount based on the actual cost of education remains a point of contention. California’s approach, compared to other states, tends to lag in per-pupil spending despite achieving equalization post-Serrano. States often adopt foundation formulas, aiming to increase spending in poorer districts ('leveling up'), yet California's spending remains lower on average. The ongoing debate emphasizes balancing actual educational costs, political feasibility, and historical context. Brown’s proposed base amounts, while lower than past estimates for California's educational needs, are not significantly different from those in other states using the foundation formula. However, comparing base amounts across states requires understanding that these figures represent the minimum cost to educate students without additional needs or district-specific characteristics.

Commentary author
Summary

"Getting Down to Facts" is a new research initiative commissioned by Governor Schwarzenegger's Committee on Education Excellence, state Democratic leaders, and Superintendent Jack O'Connell. Led by Susanna Loeb, a Stanford Graduate School of Education Professor and PACE codirector, this project seeks to explore California's school finance and governance systems. Its objective is to provide comprehensive insights essential for assessing the effectiveness of potential reforms. The initiative addresses three key questions: the current state of school finance and governance, optimizing existing resources for improved student outcomes, and evaluating the need for additional resources to meet educational goals. The studies from this project are expected to be available by January 2007.