Why California Should Retire the Free or Reduced-Price Meal Measure—and What the State Should Do Next

Commentary authors
Michelle Spiegel
Thurston Domina
Andrew Penner
Summary

In 2013–14, California enacted an ambitious—and essential—reform to improve educational equity by directing state resources to districts and schools that educate large numbers of economically disadvantaged students. The reform is called the Local Control Funding Formula (LCFF); it allocates funding to school districts based on student characteristics such as socioeconomic status and provides greater flexibility to use the allocated funds than the previous school funding formula allowed. In addition to the LCFF, which is based on average daily attendance (ADA), districts receive funds based on the proportion of students they serve who are English learners, income eligible for free or reduced-price meals, and foster youth. The equity multiplier, a new policy passed in 2023, is designed to provide even more funding for disadvantaged students.

Unprecedented Times Provide Unprecedented Opportunity

Suburban Superintendents Reflect and Reimagine
Commentary authors
Sara Noguchi
Summary

The COVID-19 pandemic has exposed and worsened existing inequities in suburban schools across California. These inequities encompass varying educational opportunities, outcomes, and disparities in basic needs. In districts like Modesto City Schools and Ontario-Montclair School District (OMSD), the crisis unveiled issues such as food insecurity, lack of technology access, and disparities in extracurricular activities, exacerbating the preparation and opportunity gaps. However, this crisis has also spurred a readiness for change and opportunities to address these disparities. It has prompted educators and community partners to reimagine schooling with equity as a focal point, aided by federal and state funds for relief efforts. Both districts are leveraging these funds to address digital divides, expand mental health support, redesign educational programs, and enhance staff services. They aim to sustain these changes by advocating for flexibility in spending and funding mechanisms tailored to local needs, recognizing the necessity for ongoing support beyond the pandemic. Looking forward, district leaders envision a transformed education landscape that celebrates diversity and prioritizes equity.

Utilizing COVID-19 Recovery Funds to Serve English Learners in California

Commentary author
Oscar Jiménez-Castellanos
Summary

COVID-19 has disproportionately affected English learners (ELs) across participation rates, learning setbacks, health concerns, and parental disconnection. California's plan to reopen K–12 schools in fall 2021 coincides with a $15.3 billion influx from the American Rescue Plan to assist in reopening safely and address student needs. Each district must outline their use of these funds by June 1, 2021, with 20 percent dedicated to tackling learning loss. To benefit ELs, ten evidence-based recommendations are proposed. These include comprehensive fund use, leveraging cultural assets, tailored support, high-quality programs addressing language and culture, multilingual health services, parent engagement, educator training, reduced class sizes, and hybrid learning models. The piece emphasizes learning from past funding mistakes to provide progressive and equitable education for all, emphasizing the diverse needs of ELs in California's public schools.

Cost-Effectiveness Analysis Can Help Districts Plot Their Financial Course

Summary

The recent influx of federal and state funds presents a critical yet time-sensitive challenge for California's school districts. While these funds offer relief for pandemic-related financial strains, they are temporary and demand strategic utilization. Leveraging previous planning experiences such as the Local Control Accountability Plans, district leaders can establish clear objectives and allocate budgets effectively. Employing cost-effectiveness analysis is paramount, guiding decisions to ensure the most impactful interventions while minimizing waste. This approach, outlined in a PACE report, involves evaluating various investment options against their costs and potential impacts. However, applying this analysis requires strategic selection, focusing on substantial investments and genuine alternative options. The aim is to maximize outcomes from these funds, addressing immediate needs while aiming for sustainable, long-term benefits beyond the pandemic recovery period.

To Keep Students Safe and Learning, California Needs Strong State Leadership

Summary

In preparing for the next school year, California state policymakers must set clear statewide expectations for teaching, learning, and student support, regardless of whether instruction is online or in person. This spring, local school districts scrambled to adapt to COVID-19 with a wide range of responses largely focused on securing delivery of online resources. Now is the time to shift the conversation back to the core purpose of school: learning. The state should establish a minimum amount of instructional time; create an instrument of diagnostic assessment and require its use; adopt instructional continuity plans; and advocate for and secure additional funding.

COVID-19’s Impact on English Learner Students

Possible Policy Responses
Commentary author
Summary

English learners (ELs) face diverse challenges during the pandemic, with varied educational needs and health concerns. The forthcoming academic year will likely amplify the academic gap between EL and non-EL students due to limited access to distance learning. To address this, several policy recommendations are proposed. Universal basic income, health care, and tech access are vital for EL families, especially for those in low-income or undocumented situations. Distance learning must cater to ELs by providing devices, multilingual content, and non-tech learning options. Improved communication with EL families and leveraging their cultural assets are crucial. Extending learning time for ELs, promoting collaboration among teachers, and hiring bilingual family members as aides or tutors are recommended. Assessing returning students' academic status and monitoring funds allocated for ELs' needs are vital. These policy suggestions aim to address EL education challenges amidst the pandemic, stressing equity, resources, and inclusivity in education.

Navigating the Education Budget Crisis Following COVID-19

How the State and Districts Can Make Smart Cuts
Commentary author
Michael Fine
Summary

California's schools are facing a staggering $19 billion deficit over two years, a sum that might climb higher as new tax filings arrive. As schools grapple with the complexities of reopening amidst the pandemic, districts find themselves burdened with escalating costs amid dwindling resources. Drawing from lessons learned during the 2008 crisis, a multitude of strategies, while not a singular remedy, could offer relief. However, with 1100 districts and 1200 charter schools, each with distinct challenges, proposed cuts range from 10% to LCFF and potentially exceeding 50% in other programs, excluding special education. The state's reserves, comprising $12 billion, around 17% of the budget, provide some respite, but relying solely on these reserves isn't a viable long-term option. Districts are contemplating various approaches, including staffing reductions, truncated school years, payment deferrals, and federal aid, among other measures, although each poses its own set of challenges. These options, though not a complete solution, can be strategically employed by individual districts with state support to mitigate the impending financial crisis, requiring thoughtful, adaptable solutions as schools aim to revert to pre-crisis financial commitments post-recovery.

Understanding, Measuring, and Addressing Student Learning Needs During COVID-19 Recovery

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.

Why Funding California Schools Is Crucial to the State's COVID-19 Recovery

Transcript of CASBO Podcast
Commentary author
Summary

In this podcast (transcribed) for the California Association of School Business Officials (CASBO), Heather Hough highlights research and perspectives related to the fundamental importance of public education, school funding levels and policies, and proactive approaches that should be on the table as California plans its recovery from the COVID-19 crisis.

As Funding for Schools Plummets, California Leaders Face a Fiscal Reckoning

Commentary author
Summary

As California grapples with an impending economic downturn due to the pandemic, schools face a triple challenge: severe budget cuts, heightened student needs, and escalating expenses. The closures have disrupted learning, support systems, and daily routines, impacting all students and disproportionately affecting those facing housing or food insecurities. The state's fiscal future remains uncertain, with the budget expected to reflect only a fraction of the economic distress. California's education funding, tied to income tax, mirrors economic fluctuations, experiencing substantial surges or declines based on economic conditions. Though federal relief provides temporary aid, it falls short of covering rising costs and doesn’t shield high-poverty districts reliant on state funds. Planning for the immediate future demands increased education funding, federal aid advocacy, and targeted assistance for vulnerable students. Furthermore, the need for flexibility in spending and staffing, reduced employee benefit spending, and long-term rethinking of the education funding system are imperative. Diversifying funding sources and revising Proposition 98, which determines education spending minimums, are vital steps toward a more stable and equitable education funding structure. Emphasizing political courage, this crisis serves as a catalyst to not only navigate the immediate challenges but to reshape and adequately fund California's education system for the future.

Our Children’s Education Should be a Priority as California Recovers from Coronavirus

Commentary author
Summary

PACE Executive Director Heather Hough cautions that COVID-19 pandemic has significantly impacted California's education system, highlighting the state's low funding and the substantial financial shortfall necessary to meet educational objectives. Recent research indicates a need for an additional $26.5 billion annually in K–12 education to reach state achievement goals. Decades of underinvestment have left districts financially vulnerable, compounded by the economic challenges triggered by the crisis. The dependence on personal earnings for school funding could result in severe cuts, impacting critical student services and potentially leading to layoffs. School closures have underscored their role beyond education, serving as community hubs crucial for student well-being, safety, and essential services. The pandemic exacerbates existing inequalities in learning opportunities among California students. The urgent call is to recognize schools as central to communities and the state's well-being, emphasizing the necessity for significant post-crisis investments in public education as a priority for California's recovery.

Evidence to Inform Recovery

PACE’s Response to COVID-19
Summary

COVID-19's closure of California's educational institutions has profoundly impacted learning, equity, and access. Efforts now concentrate on remote learning support, essential non-instructional services, and aiding students with special needs. PACE seeks to bolster these initiatives, gather best practices, and provide real-time research for informed decision-making. Anticipating challenges upon students' return, especially those facing trauma, PACE plans to focus on data collection, student support, system capacity, and resource allocation. This includes addressing learning loss, supporting vulnerable populations, fostering engagement, integrating services across agencies, and seeking adequate funding amid economic strains. PACE intends to employ diverse approaches—reviewing existing research, collecting new data, testing innovations, and analyzing policy options—to aid educators, policymakers, and the public in navigating this crisis and leveraging education for recovery

Summary of the 2020 PACE/USC Rossier Poll Results Presentation

Commentary author
Dan Silver
Summary

The 2020 PACE Annual Conference unveiled the latest PACE/USC Rossier Poll results, showcasing California voters' views on key education-related issues. Presenters emphasized the poll's value in understanding voter concerns. Key findings revealed growing pessimism about school quality, a preference for across-the-board teacher salary increases, and concerns about college affordability and fairness in admissions. Voters also stressed addressing gun violence in schools. The panel discussed the state budget, highlighting the need for enhanced higher education accessibility, increased teacher salaries, and a more nuanced approach to education funding. They debated the governor's budget's alignment with voter priorities, noting the need for more support in higher education and teacher salaries and a more effective approach to recruiting teachers.

Highly Effective Teacher Retention Bonuses

Commentary authors
Matthew G. Springer
Walker A. Swain
Luis A. Rodriguez
Summary

In low-performing, high-poverty schools with high teacher turnover, the focus often shifts from replacing ineffective teachers to retaining the most effective ones. Tennessee initiated a $5,000 retention bonus for top-rated teachers in the lowest-performing schools. Analyzing its impact, the program significantly increased retention of high-performing instructors in tested subjects, up by about 20%. These retained teachers outshined potential replacements, exhibiting a 1.64 standard deviation increase in effectiveness compared to likely new hires. Yet, this bonus had no significant effect on untested subject teachers, suggesting that one-time incentives might not offset systemic issues in the teacher evaluation system. Schools with disadvantaged students face a crucial need to retain effective teachers, as teacher concentrations in such settings often negatively affect working conditions. While retention bonuses show promise, other factors beyond monetary rewards influence teacher retention, calling for further exploration of working conditions, policy incentives, and compensation interactions. However, these targeted bonuses prove cost-effective and advantageous compared to turnover-related expenses, potentially offering significant benefits to students by retaining highly effective teachers.

Do Charter Schools Spend Revenue Differently than Traditional Public Schools?

Commentary authors
Summary

A new study examines charter school closures due to financial struggles and explores funding patterns impacting their viability. Analyzing nine years of finance data from California, it compares spending between charter and traditional public schools. Charter schools, receiving 10% less per pupil in revenue, spend 23% less on instruction and 50% less on pupil support services. They allocate less to administrative costs but invest more in consulting services and operations. This suggests cost-saving strategies such as hiring less experienced teachers and employing part-time consultants. While this fiscal flexibility aids financial stability, it raises concerns. Lower spending on essential areas like instruction and support might affect school quality and academic performance. This challenges assumptions about charter schools' autonomy leading to higher spending on instruction. The findings imply a delicate balance between fiscal flexibility and educational quality in charter schools, highlighting potential sustainability concerns if lower spending compromises student outcomes.

Saving Money by Making it Safer to Walk and Bicycle to School

Commentary authors
Ruth L. Steiner
Noreen C. McDonald
Summary

Government initiatives aim to enhance walking and cycling to school, prioritizing safety through programs like Safe Routes to School (SRTS). While SRTS effectively improves public health by encouraging physical activity and reducing injuries, few studies address the potential savings in student transportation costs for districts and families. Schools spend billions on student transportation, and hazardous walking conditions often necessitate busing short distances, known as hazard busing, adding costs without resolving safety issues. Our study highlights that investing in engineering improvements to enhance safety near schools could reduce long-term busing expenses. Real-world examples, like Austin's pedestrian bridge, demonstrate substantial savings after eliminating the need for busing. The collaboration between cities, schools, and parents is crucial to prioritize safety improvements. However, this shift requires alignment among different agencies, revisions in reimbursement formulas, and community involvement to ensure successful transition and utilization of safer infrastructure by families, preventing the burden of transportation costs from simply shifting to them.

Using Cost-effectiveness Analysis to Make Policy Decisions

Commentary author
Fiona Hollands
Summary

Education policies often focus on evaluating the effectiveness of interventions without considering their costs. This oversight limits policymakers’ ability to make informed decisions about resource allocation. Understanding intervention costs in relation to their effectiveness is crucial for efficient policymaking. For instance, reducing high school dropout rates, a national priority, could alleviate substantial economic burdens, yet education budgets are limited. Researchers conducted cost-effectiveness analyses on five dropout prevention programs, finding considerable variations in costs and effectiveness. Remedial programs aimed at dropouts were notably more expensive per additional graduate compared to preventative programs, which targeted at-risk students still in school. These findings emphasize the need for cost-effectiveness assessments in educational program evaluations to guide policymaking effectively. Without such analyses, research evidence alone may not provide policymakers with a comprehensive view for decision-making, potentially leading to inefficient resource allocation.

Does Education Pay for Youth Formerly in Foster Care?

Comparisons of Employment Outcomes with a National Sample
Commentary authors
Nathanael J. Okpych
Mark E. Courtney
Summary

Over the last 15 years, federal and California laws have aided older foster care adolescents in completing high school and accessing higher education. Education is crucial for these youths, often lacking family support. Attainment significantly influences stable employment and self-sufficiency. Despite investments, few studies focus on educational impact for foster care teens. Research in three Midwest states showed small differences in employment and earnings between those with no credential and a GED. High school diploma completion offered a substantial advantage, while some college yielded further benefits, and the highest outcomes were seen in college graduates. On average, former foster care youths earned half of their general population counterparts and faced a 22-point employment gap. However, similar education levels narrowed these gaps, with education impacting foster care youths more than their peers. GED completion didn't significantly alter outcomes, emphasizing the importance of high school diplomas. Legislation emphasizing high school completion and college entry aligns with findings. Yet, to ensure sustained support during degree completion, laws might require reevaluation or expanded partnerships. The California Fostering Connections Act extension to 21 might boost college participation, but higher earnings suggest the need for ongoing support through degree completion.

Rural Outmigration and Youth Aspirations

How Perceptions of Local Economic Conditions Drive Rural Youth Decision-Making About Future Residence
Commentary authors
Robert A. Petrin
Kai A. Schafft
Summary

Over decades, rural areas consistently lose younger residents, especially in economically challenged regions offering unstable work. This outmigration leads to imbalanced demographics, with better-educated individuals leaving and those remaining having lower education and incomes. This shift creates uncertainty about education's significance linked to leaving. Retaining youth becomes vital for rural areas. Recent studies suggest schools inadvertently encourage departure by prioritizing high achievers, yet research involving 9,000 rural students counters this. While high-achieving rural students tend to leave, they share strong community ties and similar desires to depart as their peers. Schools aren't actively pushing students away; instead, students' views on local economies shape their aspirations, irrespective of academic status. This emphasizes rural youths' connections and potential retention if opportunities arise. It underscores the need for national/regional policies supporting rural sustainability, addressing the wider lack of opportunities in rural America. It might not merely be local underinvestment but rather a systemic absence of regional/national investment in rural areas.

The Limitations of Year-Round School Calendars as Cost-Saving Reform

Commentary author
Jennifer Anne Graves
Summary

Year-round school calendars, widely adopted in California due to school crowding, aim to evenly distribute school days. Multi-track calendars, seen as cost-saving, accommodate larger student bodies. There is a belief that redistributing summer breaks could counteract summer learning loss, particularly for disadvantaged students. Research highlights caution regarding year-round schooling. While cost savings are clear, academic gains haven't materialized, impacting high-risk student groups negatively. California showed notably negative effects compared to neutral outcomes in Wake County, North Carolina, where multi-track calendars were used widely. This disparity emphasizes considering demographics; schools with substantial minority or low-income populations may face different challenges. The findings caution policymakers against risking student achievement solely for minor savings. Tailored approaches for schools based on their demographics are suggested. The academic benefits of year-round schooling remain scarce, except for addressing severe overcrowding. Yet, amid tightening budgets, year-round schools are cautiously endorsed as a financial reform, urging further examination and context-specific considerations in policymaking.

Funding Special Education by Total District Enrollment

Advantages, Disadvantages, and Policy Considerations
Commentary author
Elizabeth Dhuey
Summary

The Individuals with Disabilities Education Improvement Act (IDEA) ensures a free and appropriate education for students with disabilities in the US, necessitating services tailored to their needs. However, these specialized services come at a higher cost. To manage these expenses, some states like California use the census funding model, allotting aid based mainly on total district enrollment and a fixed amount per student, independent of specific program characteristics. A new policy brief delves into the pros and cons of this method and discusses ways to address its drawbacks. Advantages include simplicity, legal compliance, adaptability, potential cost-effective placements, and preventing over-identification of disabilities. Yet, there are concerns about inequitable funding, potential inadequacy over time, disincentivizing quality services, and jeopardizing legal protections if students aren't identified. The authors suggest considering adjustments based on regional factors, poverty, disability rates, and monitoring changes to achieve fairness. They also advocate for exploring cost-effective program delivery and weighing alternatives for special education funding structures to better support students while managing costs.

Are Larger Class Sizes a Problem Worth Worrying About?

Commentary author
Summary

In recent years, budget cuts led to increased class sizes across the US. California notably saw a 20% rise, adding over 4 students per class between 2009–2010. This sparks debate on allocating limited resources, with class size at its core due to its impact on educational costs. Studies on class size effects show inconsistent, modest benefits. Although reducing class size incurred substantial costs in the past, raising it could mitigate harm amid budget cuts. California's prior investment in smaller classes yielded limited effects due to swift implementation. Rising class sizes’ impact depends on implementation; layoffs based on teacher effectiveness might counteract negative effects on student achievement. The debate centers on balancing budgets without compromising student learning, especially crucial amid fiscal challenges in education.

Governor’s Funding Formula Is a More Equitable, Efficient System

Commentary author
Summary

This commentary, part of a broader PACE series exploring school finance, speaks to challenges faced by California's Local Control Funding Formula (LCFF). The two biggest problems with the California financial system are inequitable revenue allocations and inefficiencies caused by categorical restrictions. Governor Brown's proposal addresses these issues, but critics argue that the system still has other problems. One major criticism is that there are winners and losers in the system. Under Brown's proposal, the allocations for some districts will look drastically different, with some receiving less than others. This is because current allocations have little connection to the costs of educating students and the characteristics of students and schools. Another alternative is to raise the base so everybody "wins," which would provide more flexibility and a more correlated revenue with costs. However, this system still creates winners and losers because allocations would not be as tightly connected to costs as under the current system. Governor Brown's proposal nevertheless helps solve the two biggest problems with California's school finance system and offers a better alternative to the current financial system.

School Finance 105

Cost Adjustments for Other Factors
Commentary author
Summary

Governor Brown’s proposed Local Control Funding Formula (LCFF) introduces weightage for student poverty and English Learners (ELs). While some categorical programs persist, the formula consolidates other funding streams into the core. An ongoing debate surrounds the inclusion of additional cost factors. States commonly allocate extra funds for special student needs like disabilities, poverty, and limited English skills. Brown’s plan addresses this by providing a 35% weight for low-income students or ELs, with increments for high concentrations in districts. However, there's uncertainty regarding how costs change with increasing concentrations of disadvantaged students. Variations in funding models across states revolve around student needs, grade levels, and demographic factors. Research indicates the necessity of investing in early grades, though consensus on which levels require more resources is lacking. Moreover, adjustments for school size, district size, and teacher labor costs vary widely. While teacher cost adjustments align with mobility and attrition concerns, their direct impact on retaining teachers is unclear. Finally, separate funding for transportation and sparsity considerations are prevalent, but maintaining existing allocations might perpetuate irrational variations across districts. Brown's plan could rationalize transportation funding but may need adjustments for equitable distribution, especially for programs like gifted education and career training currently under categorical funding.

School Finance 104

Cost Adjustments for Poverty and English Learners
Commentary author
Summary

The adjustment for student needs in school funding formulas commonly incorporates categories like special education, at-risk students (often encompassing low-income or those needing remedial education), and English Learners (ELs). Many states determine additional funds for these students through pupil weights, usually a percentage of the base allocation. California's Local Control Funding Formula (LCFF) assigns a 35% weight for low-income students or ELs, with increased weight for higher concentrations in a district. Research suggests poor and EL students require added resources to match peers' academic levels. Studies vary but estimate pupil weights for poverty between 0.30 to 1.22 and 0.24 to 1.01 for ELs. Few states consider concentration factors in funding, though research on peer effects shows the importance of the school's poverty concentration. Handling students in both categories remains debated; some argue they need only the poverty weight. Concerns about funding incentives for ELs' reclassification or abandoning needy students without categorical restrictions persist, but research shows the shift to unrestricted weights coupled with strong accountability might lead districts to find more effective ways to assist these students. Brown's proposed weights, while high individually, might result in allocations similar to states funding these categories separately due to overlapping populations.